Job
Description
Key Responsibilities Project Planning and Execution: Develop detailed project plans, including scope, timelines, budgets, and resource allocation, to deliver stock market advisory services such as portfolio analysis, market research, or investment strategy implementation. Client Relationship Management: Work closely with clients to understand their investment goals, risk tolerance, and financial needs; ensure project deliverables meet client expectations. Team Coordination: Lead cross-functional teams, including financial analysts, investment advisors, and data scientists, assigning tasks and ensuring collaboration to meet project milestones. Market Analysis Oversight: Guide the team in conducting market research, analyzing economic trends, and assessing investment opportunities to inform advisory strategies. Risk and Compliance Management: Ensure all project activities comply with financial regulations (e.g., SEC, FINRA) and incorporate risk management strategies aligned with client instructions. Reporting and Communication: Prepare and present detailed reports on project progress, investment performance, and market insights to clients and senior management; maintain clear communication with all stakeholders. Technology Utilization: Leverage financial software, data analytics tools, and project management platforms (e.g., Bloomberg Terminal, Jira, Excel) to enhance project efficiency and accuracy. Process Improvement: Identify opportunities to streamline advisory processes, improve data-driven decision-making, and enhance client satisfaction through innovative solutions. Mentorship and Training: Coach junior team members, fostering skill development in financial analysis, project management, and client interaction. Job Types: Full-time, Part-time, Permanent, Freelance Pay: ₹600,000.00 - ₹1,000,000.00 per year Schedule: Day shift Fixed shift Morning shift Work Location: In person
