Portfolio Manager – Investment Planning (USA/India)

Portfolio Manager – Investment Planning (USA/India)

Experience: 4- 8 years 
Location: Bangalore (WFH)
CTC: 25 to 50 Lac INR  
Engagement model: Full time/Consulting
No of positions: 2 
Educational qualifications: Finance/Accounting
Industry: IT-ITES 
Notice Period: Immediate 

• Expertise in financial analysis, investment strategy, and client advisory to manage and optimize client investment portfolios.
• Certifications such as CPA/CFP (USA) or CA/CFA/FRM (India).

RESPONSIBILITIES:

1. Design, implement, and manage investment portfolios tailored to clients’ financial goals, risk tolerance, and time horizons.
2. Monitor portfolio performance, making adjustments as necessary to optimize returns and manage risk.
3. Develop and maintain strong relationships with clients, understanding their financial needs and objectives.
4. Conduct periodical reviews with clients to discuss portfolio performance, market conditions, and potential adjustments.
5. Create and recommend investment strategies based on thorough market analysis, economic trends, and client-specific factors.
6. Utilize a broad range of investment products including equities, fixed income, mutual funds, ETFs, and alternative investments.
7. Leverage CPA/CFP or CA/CFA/FRM expertise to offer tax-efficient investment strategies and holistic financial advice.
8. Conduct in-depth research to support investment recommendations and strategy development.
9. Ensure all portfolio management activities comply with regulatory requirements and internal policies.
10. Prepare detailed financial reports and performance analyses for clients and internal review.
11. Implement strategies to mitigate risk and protect client assets.

QUALIFICATIONS:

1. Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2. CPA (Certified Public Accountant) or CFP (Certified Financial Planner) certification from the USA or CA (Chartered Accountant), CFA (Chartered Financial Analyst), or FRM (Financial Risk Manager) certification from India.
3. Minimum of 5 years of experience in portfolio management, financial planning, or investment advisory.
4. Proven track record of managing investment portfolios and providing strategic financial advice.
5. Strong analytical and quantitative skills with the ability to interpret complex financial data.
6. Excellent communication and interpersonal skills.
7. Proficiency in portfolio management software and investment research tools.
8. In-depth knowledge of investment products, market trends, and financial planning techniques.

AIMLEAP is an ISO 9001:2015 and ISO/IEC 27001:2013 certified global technology consulting and service provider offering Digital IT, AI-augmented Data Solutions, Automation, and Research & Analytics Services.

AIMLEAP has been recognized as ‘The Great Place to Work®’. With focus on AI and automation-first approach, our services include end-to-end IT application management, Mobile App Development, Data Management, Data Mining Services, Web Data Scraping, Self-serving BI reporting solutions, Digital Marketing, and Analytics solutions.

We started in 2012 and successfully delivered projects in IT & digital transformation, automation driven data solutions, and digital marketing for more than 750 fast-growing companies in the USA, Europe, New Zealand, Australia, Canada; and more.

– An ISO 9001:2015 and ISO/IEC 27001:2013 certified
– Served 750+ customers
– 12+ Years of industry experience
– 98% Client Retention
– Great Place to Work® Certified
– Global Delivery Centers in the USA, Canada, India & Australia.