Skills : Portfolio performance, Asset allocation, Investment strategies,Risk Management,Investment Policies
Description :
Title - Portfolio Manager
Exp - 3 - 8 years
Location - Delhi
Job Responsibilities:
Responsibilities:
- Develop and implement investment strategies to achieve clients' financial goals and objectives.
- Monitor and manage investment portfolios to ensure alignment with clients' risk tolerance, investment policies, and regulatory requirements.
- Conduct research and analysis on market trends, asset classes, and investment opportunities to make informed decisions.
- Evaluate and select investment products, including equities, fixed income securities, mutual funds, and alternative investments, to optimize portfolio performance.
- Monitor portfolio performance, asset allocation, and risk exposure regularly and make adjustments as needed.
- Communicate effectively with clients, providing updates on portfolio performance, market conditions, and investment recommendations.
- Collaborate with internal teams, including research, compliance, and operations, to ensure smooth portfolio management processes.
- Stay updated on industry trends, regulatory changes, and best practices in portfolio management.
Requirements:
- Bachelor's degree in Finance, Economics, Business Administration, or related field. Master's degree or CFA designation preferred.
- Proven experience in portfolio management, investment analysis, or related roles.
- Strong understanding of financial markets, investment principles, and portfolio construction techniques.
- Excellent analytical and quantitative skills, with the ability to conduct thorough research and analysis.
- Proficiency in investment management software and tools.