Senior Manager- Products & Research
Kredere Wealth Partner · Not specified · onsite · Posted 37d ago
Undisclosed3–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Analyse macroeconomic factors and financial market data to identify trends, risks, and opportunities
- Review and evaluate client investment portfolios, providing recommendations for optimization and risk management
- Perform due diligence on financial products, including stocks, bonds, mutual funds, and alternative investments
- Create and present detailed research notes and presentations for clients, senior management, and other stakeholders
- Stay current on industry trends, market news, and regulatory changes to ensure the highest level of service for our clients
- Participate in client meetings and conference calls, providing expert guidance on investment decisions and market outlook
Sourced from naukri
Skills
Due Diligenceregulatory changesmarket dataFinancial ProductsMutual FundsResearchRisk ManagementAlternative InvestmentsBonds