This role is for one of the Weekday's clients

Salary range: Rs 1000000 - Rs 2000000 (ie INR 10-20 LPA)

Min Experience: 5 years

Location: NOIDA

JobType: full-time

We are seeking a highly driven and knowledgeable Investment Specialist to manage, advise, and optimize investment portfolios across a range of financial products. The ideal candidate will possess deep expertise in Mutual Funds, Alternative Investment Funds (AIF), and Portfolio/Securities Management (PSM), with a strong ability to align investment strategies to client objectives. This role requires a blend of analytical rigor, market insight, and client relationship management.

Key Responsibilities:

- Design and implement tailored investment strategies across Mutual Funds, AIFs, and PSM mandates based on client risk appetite, financial goals, and market conditions.
- Conduct detailed research and analysis of financial markets, asset classes, fund performance, and macroeconomic trends to generate actionable investment insights.
- Evaluate and recommend Mutual Fund schemes (equity, debt, hybrid), ensuring alignment with portfolio diversification and performance objectives.
- Assess AIF opportunities across categories (I, II, III), including due diligence of fund managers, strategies, and underlying assets.
- Manage and monitor discretionary and non-discretionary PSM portfolios, ensuring consistent performance tracking and risk management.
- Build and maintain strong relationships with clients, providing regular portfolio reviews, performance updates, and strategic advice.
- Collaborate with internal teams such as research, compliance, and operations to ensure seamless execution and adherence to regulatory standards.




- Stay updated with regulatory developments, tax implications, and industry best practices impacting investment products.
- Identify new business opportunities and contribute to client acquisition and retention initiatives.

Key Skills & Competencies:

- Strong expertise in Mutual Funds, including fund selection, asset allocation, and performance benchmarking.
- In-depth knowledge of AIF structures, strategies (private equity, hedge funds, venture capital), and regulatory framework.
- Proficiency in Portfolio/Securities Management (PSM), including portfolio construction, rebalancing, and risk-adjusted return optimization.
- Advanced analytical and quantitative skills with the ability to interpret financial data and market trends.
- Excellent communication and presentation skills to articulate complex investment strategies to clients.
- Solid client management and relationship-building capabilities.
- High level of integrity, professionalism, and adherence to compliance standards.

Qualifications:

- Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field.
- Professional certifications such as CFA, CA, MBA (Finance), or NISM certifications are preferred.

Experience Requirements:

- 5 to 15 years of relevant experience in investment advisory, wealth management, asset management, or portfolio management.
- Proven track record of managing client portfolios and delivering consistent investment performance.

What We Offer:

- Opportunity to work in a dynamic and growth-oriented investment environment.
- Exposure to diverse asset classes and sophisticated investment strategies.
- Competitive compensation and performance-linked incentives.

📌 Investment Specialist (Noida)
🏢 Important Company of the Sector
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