Portfolio Specialist

Updated: March 22, 2024 12:27 AM GMT

Workassist

Nagpur, Maharashtra

JOB DETAILS

Job Type : Full Time

Role : Experienced

Min Salary : 11 Lakh

Max Salary : 18 Lakh

Experience : 5 to 12 Yrs

Locality : Nagpur

Eligibility : Masters / Post Graduation

Company : Leading AMC

Note: This is a requirement of Leading AMC.

Role Description

This is a full-time on-site role for a Portfolio Specialist located in Nagpur. As a Portfolio Specialist, you will be responsible for managing and analyzing project portfolios, providing financial insights, and coordinating program management activities. You will also be responsible for effective communication and collaboration with stakeholders to ensure successful project delivery and alignment with business objectives.
• Portfolio Management: Design, implement, and manage investment portfolios for high net worth clients, ensuring alignment with client goals, risk tolerance, and investment policies.
• Investment Advisory: Provide personalized investment advisory services to clients, offering insights... More Detail