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Portfolio Manager
ConfidentialGurgaon / Gurugram9 days ago
Job descriptionStrong understanding of investment principles, portfolio structuring, and financial markets Knowledge of minimum investment requirements, liquidity provisions, and risk-return analysis Proven ability to deliver risk-adjusted returns exceeding client expectations Excellent communication and interpersonal skills to guide and build trust with clients Relevant certifications (e.g., CFA, CFP, NISM) are a strong advantage
Key Responsibilities :
- Make sound investment decisions and carry out investment activities on behalf of individual or institutional clients
- Advise clients on financial products, securities, funds, assets, and portfolio management
- Analyze financial data and market trends to identify investment opportunities aligned with clients' goals and risk tolerance
- Structure and present investment strategies aimed at maximizing returns within acceptable risk parameters
- Monitor client portfolios and provide regular performance updates
- Ensure compliance with regulatory requirements and internal policies
Desired Candidate Profile :
Skills Required
Portfolio Management, Financial Advisory, Asset Management, Securities, Risk Analysis
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Portfolio Manager • Gurgaon / Gurugram
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