Portfolio Manager

Role/ Job Title: Portfolio Manager

Function/ Department: Wealth Management

Job Purpose

The role entails design investment strategies, expertise in investment portfolio management across products like Mutual Funds, AIF, PMS, debt instruments etc.

Roles & Responsibilities
• Define Investment strategy; asset allocation basis the prevailing market conditions.
• Be up-to-date with Equity and Debt markets by going through investment reports/concall.
• Develop and manage the fund selection models.
• Product Due diligence to understand the qualitative aspects of the products.
• Financial goal setting and planning and prepare investment proposals for the clients
• Asset allocation and Portfolio construction.
• Portfolio review and rebalancing as and when required.
• Engaging with Sales Team and help in product penetration via product and research support.
• Knowledge of all the Asset classes – Equity, Fixed income, Structured Products, Real Estate, FX, Commodities, and International Markets.
• In-depth knowledge Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.
• Knowledge of taxation implications for various investment products.
• Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc.
• Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Networking Ability, Ability to work under time pressure and adhere to deadlines.
• CFA/CFP are preferred.

Experience: 2 to 5 years in relevant experience

Education Qualification (Fulltime): Graduate and above

Bachelors in Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management / any other