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Portfolio Planner - Mutual Funds

Portfolio Planner - Mutual Funds

Successr Hr Tech

0 - 5 years

6 - 14 Lacs

bengaluru

Posted:1 month ago| Platform:

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Skills Required

mutual funds portfolio analyst retirement planning planning tools investment planning asset allocation cfp portfolio planning financial advisor investment advisor wealth management investments client servicing financial planning financial analyst goal planning

Work Mode

Work from Office

Job Type

Full Time

Job Description

Seeking a detail-oriented Portfolio Analyst to support investment decision-making.
Responsibilities include retirement & goal planning, client portfolio analysis, asset allocation, reviews, and reporting to drive financial goals.

Required Candidate profile

CFP or finance professionals with 2+ years’ experience in financial planning, mutual funds, investment reviews & client servicingStrong analytical skills, goal-based planning knowledge

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Portfolio Planner - Mutual Funds