Roles of a Portfolio Manager
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Roles of a Portfolio Manager
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Transcript of Roles of a Portfolio Manager
Roles of a Portfolio Manager
Define Portfolio Manager
A Portfolio Manager balances the contradicting demands between various projects and the stakeholders make investment plans to get guaranteed returns in the future
Define Portfolio Manager
Roles of a Portfolio Manager
Determine investment plans
Customize investment plans
Perform in a unbiased manner
Take decisions wisely
Roles of a Portfolio Manager
Qualities of Portfolio Managers
• Excellent analytical skills
• Very good communication skills
• Thorough knowledge of markets and investment products
A Portfolio Manger must
possess
Qualities of Portfolio Managers
Prerequisite to Become a Portfolio Manager
• A secondary degree / diploma with minimum 7 years of portfolio management experience in past 15 continuous years
OR,
• A Bachelor’s degree with minimum 4 years of portfolio management experience in past 15 continuous years
• Applicants should possess a minimum 8 years of professional business experience
Prerequisite to Become a Portfolio Manager
Training with Multisoft Worldwide
• Multisoft Worldwide offers boot camp PfMP Certification in both classroom and online mode
• Aspirants achieve 6 PDUs after attending PfMP boot camp certification with Multisoft Worldwide
Training with Multisoft Worldwide
Thank You
(+91) 8130666209
www.multisoft-worldwide.com
