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Job Description
Role & responsibilities
- To analyse client segment data, analyse portfolio movements, align client portfolio as per Group Model portfolio guidance
- To interact with Invest Committee at Centrum Wealth and present new ideas on Equity, Debt and other Investment products
- Deep Analytics on equity research and asset allocation and create innovative portfolio design of UHNI/HNI
- To assist Regional Business Team (Private Wealth Managers) with relevant data-cut, presentations
Skills
InvestmentPortfolio AnalysisInvestment AnalysisAnalysisReviewClientPortfolioFinanceAsset AllocationEquityInvestment ProductsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Centrum is a diversified financial services organization with a broad experience in financial markets. Its retail arm provides integrated solutions. The Centrum Group, led by Chandir Gidwani and Jaspal Bindra is an integrated domestic financial services conglomerate with over two decades of experience
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