Planify Capital - Fund Manager (5-9 yrs)

- The Fund Manager is responsible for managing investment portfolios to achieve specified financial goals.

- This role involves analyzing market trends, selecting securities, and implementing investment strategies while ensuring compliance with regulatory requirements.

Key Responsibilities:

Portfolio Management:

- Develop and implement investment strategies to meet client objectives and maximize returns.

- Monitor and adjust portfolio allocations based on market conditions and economic factors.

Research and Analysis:

- Conduct in-depth analysis of financial statements, market trends, and economic data.

- Evaluate potential investment opportunities and perform due diligence on assets.

Risk Management:

- Identify, assess, and manage risks associated with investment decisions.

- Develop and implement strategies to mitigate financial risks.

Client Relations:

- Communicate with clients to understand their investment goals and provide updates on portfolio performance.

- Prepare and present investment performance reports to clients and stakeholders.

Compliance and Regulation:

- Ensure all investment activities comply with relevant regulations and internal policies.

- Maintain accurate records and documentation of investment transactions.

Team Collaboration:

- Work closely with analysts, traders, and other investment professionals to inform investment decisions.

- Mentor junior team members and provide guidance on investment strategies.

Qualifications:

Education:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field.

- A Master's degree or MBA is preferred.

Experience:

- 5-9 years of experience in investment management, fund management, or a related field.

- Proven track record of successful portfolio management.