Investment Portfolio Manager Wave HR & Advisory Pvt. Ltd.

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

Role Overview: As an Investment Portfolio Manager, your primary role will be to define investment strategies and asset allocation based on prevailing market conditions. You will need to stay updated with equity and debt markets by reviewing investment reports and participating in con-calls. Additionally, you will be responsible for developing and managing fund selection models, conducting product due diligence, and setting financial goals for clients. Your expertise will be crucial in asset allocation, portfolio construction, and periodic portfolio reviews and rebalancing. Moreover, you will collaborate with the sales team to enhance product penetration through research support. Key Responsi...

Posted 1 month ago

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Investment Portfolio Manager Wave HR & Advisory Pvt. Ltd.

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

You will define the investment strategy and asset allocation based on prevailing market conditions. Stay updated with Equity and Debt markets by reviewing investment reports and participating in con-calls. You will develop and manage fund selection models, conduct product due diligence to understand qualitative aspects, and engage in financial goal setting and planning for clients. Prepare investment proposals accordingly. Ensure asset allocation and construct portfolios, review and rebalance portfolios as needed. Collaborate with the Sales Team to facilitate product penetration through product and research support. Your knowledge should encompass various asset classes like Equity, Fixed Inc...

Posted 3 months ago

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Portfolio Manager IDFC FIRST Bank

5.0 - 10.0 years

0 Lacs

delhi

On-site

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support produc...

Posted 4 months ago

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