Job Description
Position : Portfolio Analyst
Location : Mumbai
Experience Required : 3-5years
Responsibilities:
• Interpret data from underlying portfolio, analyze results using statistical techniques and provide ongoing reports
• Coordinate from different advisors to acquire relevant data and maintain databases
• Should have good knowledge of mutual funds/stocks
• The person should have knowledge of fundamental and technical research
• Should have experience on Equities, Fixed income, Mutual Funds etc.
• Preferably a recognized professional qualification (CFA/CFP/CA) with relevant work-experience.
• Expert Knowledge in MS Excel, Power point & Word.
Location : Mumbai
Experience Required : 3-5years
Responsibilities:
• Interpret data from underlying portfolio, analyze results using statistical techniques and provide ongoing reports
• Coordinate from different advisors to acquire relevant data and maintain databases
• Should have good knowledge of mutual funds/stocks
• The person should have knowledge of fundamental and technical research
• Should have experience on Equities, Fixed income, Mutual Funds etc.
• Preferably a recognized professional qualification (CFA/CFP/CA) with relevant work-experience.
• Expert Knowledge in MS Excel, Power point & Word.
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Analyst position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
