Job Description:

We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients’ overall investment objectives.

A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.

Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.

Roles & Responsibilities Required:

• Should have mandatory experience of Stock Broker/ Investment Advisor or Fund Manager.

• Provide client consultation to develop investment objectives

• Provide advice and guidance for investment opportunities to customers

• Generating an investment policy statement, outlining our clients’ investment objectives.

• Constructing successful investment portfolios informed by market conditions and economic trends.

• Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.

• Create reports on investment performance and activity

• Communicate with clients about their accounts, market conditions and economic trends

• Manage equity and bond portfolios to maximize investment returns

• Commensurate acceptable levels of risk based on client instructions

• Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.

• Handle financial products as required

• Work together with investment research teams to identify investment opportunities

Mandatory to Have:

• 02 to 05 years of experience as proven working experience of Portfolio Manager/ Executive

• Should have mandatory experience of Stock Broker/ Investment Advisor or Fund Manager.

• Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment

• Strong understanding of investment strategies and risk management

• High interest in and enthusiastic about economic and financial market trends

• Excellent verbal and written communication skills

• Strong analytical and problem-solving skills

• Master’s degree in business, finance, investment, or a related field preferred