Job description
This role is for one of the Weekday's clients Salary range: Rs 1000000 - Rs 2000000 (ie INR 10-20 LPA) Min Experience: 5 years Location: NOIDA JobType: full-time We are seeking a highly driven and knowledgeable Investment Specialist to manage, advise, and optimize investment portfolios across a range of financial products.
The ideal candidate will possess deep expertise in Mutual Funds, Alternative Investment Funds (AIF), and Portfolio/Securities Management (PSM), with a strong ability to align investment strategies to client objectives.
This role requires a blend of analytical rigor, market insight, and client relationship management.
Key Responsibilities: Design and implement tailored investment strategies across Mutual Funds, AIFs, and PSM mandates based on client risk appetite, financial goals, and market conditions.
Conduct detailed research and analysis of financial markets, asset classes, fund performance, and macroeconomic trends to generate actionable investment insights.
Evaluate and recommend Mutual Fund schemes (equity, debt, hybrid), ensuring alignment with portfolio diversification and performance objectives.
Assess AIF opportunities across categories (I, II, III), including due diligence of fund managers, strategies, and underlying assets.
Manage and monitor discretionary and non-discretionary PSM portfolios, ensuring consistent performance tracking and risk management.
Build and maintain strong relationships with clients, providing regular portfolio reviews, performance updates, and strategic advice.
Collaborate with internal teams such as research, compliance, and operations to ensure seamless execution and adherence to regulatory standards.
Stay updated with regulatory developments, tax implications, and industry best practices impacting investment products.
Identify new business opportunities and contribute to client acquisition and retention initiatives.
Key Skills & Competencies: Strong expertise in Mutual Funds, including fund selection, asset allocation, and performance benchmarking.
In-depth knowledge of AIF structures, strategies (private equity, hedge funds, venture capital), and regulatory framework.
Proficiency in Portfolio/Securities Management (PSM), including portfolio construction, rebalancing, and risk-adjusted return optimization.
Advanced analytical and quantitative skills with the ability to interpret financial data and market trends.
Excellent communication and presentation skills to articulate complex investment strategies to clients.
Strong client management and relationship-building capabilities.
High level of integrity, professionalism, and adherence to compliance standards.
Qualifications: Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field.
Professional certifications such as CFA, CA, MBA (Finance), or NISM certifications are preferred.
Experience Requirements: 5 to 15 years of relevant experience in investment advisory, wealth management, asset management, or portfolio management.
Proven track record of managing client portfolios and delivering consistent investment performance.
What We Offer: Opportunity to work in a dynamic and growth-oriented investment environment.
Exposure to diverse asset classes and sophisticated investment strategies.
Competitive compensation and performance-linked incentives.
This job post has been translated by AI and may contain minor differences or errors.
