Job description
Job role
- Develop and maintain customized portfolios based on client risk profiles and investment objectives.
- Analyze market trends, macroeconomic indicators, and asset performance to support investment decisions.
- Communicate investment strategies and rationale to Relationship Managers and clients.
- Collaborate with the Research and Risk teams to ensure portfolios align with firm guidelines and market outlook.
- Monitor client portfolio performance regularly and suggest timely rebalancing or switches.
- Ensure strict compliance with SEBI regulations and internal risk frameworks.
- Maintain detailed documentation of investment decisions and client communications.
- Assist in developing new investment models or strategies to enhance product offerings.
Job Requirements
- CFA / CA / MBA (Finance) or equivalent.
- Sound understanding of mutual funds, asset allocation, and financial modeling.
- Proficiency in using financial software and tools (e.g., Bloomberg, Excel, Morningstar).
- Strong quantitative, analytical, and presentation skills.
- Knowledge of SEBI PMS regulations and industry best practices.
Responsibilities
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Qualifications
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