Company Description
Xpertvoice Finnovation Pvt Ltd is a growing wealth management company serving more than 1,000 families with tailored financial solutions. Based in Raj Nagar, Ghaziabad, Uttar Pradesh, India, the firm focuses on helping clients build and preserve wealth through disciplined financial planning and investment strategies. Team members collaborate closely with clients to understand their goals and risk profiles, delivering personalized portfolio recommendations. The organization values professionalism, integrity, and long-term client relationships, creating opportunities for finance professionals to develop their careers in a client-centric environment.

Role Description
The Associate Portfolio Manager is a full-time, on-site role based in Ahmedabad. This position involves supporting senior portfolio managers in monitoring client portfolios, analyzing performance, and implementing investment strategies aligned with client objectives and risk tolerance. The role includes conducting market and securities research, preparing reports and presentations,



and assisting in trade execution and rebalancing activities. The Associate Portfolio Manager will collaborate with the advisory team to respond to client inquiries, contribute to investment recommendations, and help ensure compliance with internal policies and regulatory guidelines. The individual will also participate in regular review meetings and support continuous improvement of investment processes and tools.

Qualifications
- Solid analytical skills, including the ability to interpret financial data and evaluate investment opportunities.
- Foundational knowledge of finance and capital markets, with familiarity in areas such as risk, return, and asset allocation.
- Experience or training in portfolio management, including monitoring, rebalancing, and performance tracking.
- Understanding of investments and trading, including equity, debt, and other financial instruments.
- Bachelor’s degree in Finance,

📌 Associate Portfolio Manager (Ahmedabad)
🏢 Xpertvoice
📍 Ahmedabad