Portfolio Manager

Niyukti Systems, Inc

New

🇬🇧 English

Job description

About the role

We are looking for a Portfolio Manager who will assess our clients' risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. In this role you will work directly with clients to help them understand investment opportunities, set expectations, oversee transactions and achieve their financial objectives.

Key responsibilities

Provide client consultation to develop investment objectives and advise on opportunities.
Create reports on investment performance and activity.
Communicate with clients about their accounts, market conditions and economic trends.
Manage equity and bond portfolios to maximize investment returns while maintaining acceptable risk levels.
Craft investment packages and manage client expectations and transactions.

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Published 4 hours ago

Expires 1 month from now

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