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 Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Have a deep understanding of Wealth Management products such as Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, and Listed Investments. Familiarity with taxation implications for different investment products is essential. Proficiency in Research and Portfolio Software like Morning Star, Invest well, Bloomberg, etc., is required. Demonstrate strong analytical and interpretative skills, integrity, ability to establish trust, self-drive, teamwork, networking skills, ability to work under time pressure, and meet deadlines. Possess strong Excel sheet and presentation skills. This is a full-time position with a day shift from Monday to Friday. The ideal candidate should have a minimum of 3 years of experience in Wealth Management and Private Banking as well as Investment Portfolio Management. The work location is in person.,

Posted 2 weeks 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 product penetration through product and research assistance. To excel in this role, you should possess knowledge of various asset classes such as Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Familiarity with Wealth Management products like Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Listed Investments is essential. Understanding taxation implications for different investment products and proficiency in research and portfolio software like Morning Star, Invest well, Bloomberg is required. Your success will also be influenced by your strong analytical and interpretative skills, integrity, ability to establish trust, self-driven attitude, teamwork capabilities, networking skills, ability to work under time pressure, and adherence to deadlines. Proficiency in Excel and presentation skills is crucial from a technical perspective. The ideal candidate for this role should hold a graduate degree in any field and a postgraduate degree such as MBA or PGDM in Finance. A minimum of 5 to 10 years of experience in a relevant position is preferred.,

Posted 1 month ago

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