Investment Portfolio Manager

2 weeks ago

GTB Nager, India Dhampur Bio Organics Ltd. Full time

Job Summary: -

The Investment Portfolio Manager will be responsible for end-to-end management of the MD's investment portfolio, including equity, mutual funds, private equity, real estate, and other financial instruments. This role combines strategic investment management with deep analytics, compliance, and reporting to ensure the MD's investments are optimised for growth, diversification, and long-term security.

Roles & Responsibilities: -

1. Portfolio Management

  • Monitor, evaluate, and optimise the performance of a diversified investment portfolio (equity, fixed income, REITs, PE funds, etc.).
  • Execute buy/sell decisions in alignment with the MD's risk appetite and strategic objectives.
  • Maintain detailed records of asset allocations, NAV, dividends, and capital gains.

2. Financial Planning & Analysis

  • Prepare regular reports on portfolio performance, market trends, and emerging investment opportunities.
  • Develop customised financial models and dashboards for real-time tracking and scenario analysis.

3. Research & Due Diligence

  • Conduct market, sectoral, and company-specific research for potential investment opportunities.
  • Evaluate private investments, startups, and alternate asset classes for diversification.

4. Compliance & Risk Management

  • Ensure all investments comply with legal, tax, and regulatory requirements.
  • Monitor and manage portfolio risk across asset classes and geographies.

5. Relationship Management

  • Liaise with banks, wealth managers, fund houses, brokers, and legal/tax advisors.
  • Negotiate terms and manage documentation for investment and divestment transactions.

6. Strategic Advisory

  • Provide strategic inputs to the MD on new investment vehicles, exit strategies, and macroeconomic shifts.
  • Support estate planning, succession planning, and philanthropic investment structures if needed.

Preferred Qualifications & Experience:

  • MBA (Finance)/CA/CFA (preferred) with 5-8 years of experience in managing high-value investment portfolios
  • Prior experience working with UHNWIs, family offices, or corporate promoters
  • Sound knowledge of taxation, legal structuring, and estate planning
  • Strong understanding of capital markets and financial instruments
  • Analytical thinking and financial modelling
  • High attention to detail and confidentiality
  • Excellent communication and reporting skills
  • Ability to multitask across investment categories and stakeholders
  • Proficiency in portfolio management tools, MS Excel, and Bloomberg/Reuters (preferred)

  • Portfolio Growth Expert

    21 hours ago

    GTB Nager, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000

    Client Advisor Job OpportunityLocation: Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: Equity AdvisorVertical: Private Client GroupExecute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product...

  • AM - Projects - Real Estate

    4 weeks ago

    GTB Nager, India OKAS - DMI Alternative Investment Fund Full time

    Job Purpose:This role exists to ensure accurate, timely tracking and reporting of project progress, risks, and compliance, enabling informed decision-making and effective management of investments, thereby supporting the company's objective of delivering successful projects on schedule and within agreed terms.Key Accountabilities:Project Tracking and...

  • AM - Projects - Real Estate

    2 weeks ago

    GTB Nager, India OKAS - DMI Alternative Investment Fund Full time

    Job Purpose: This role exists to ensure accurate, timely tracking and reporting of project progress, risks, and compliance, enabling informed decision-making and effective management of investments, thereby supporting the company's objective of delivering successful projects on schedule and within agreed terms. Key Accountabilities: Project Tracking and...

  • Investment Specialist

    3 weeks ago

    GTB Nager, India Discoveries Quintessential Full time

    AVP – Investment Banking (M&A, Fundraising, Corporate Finance) Location: NCR/Delhi Experience: 8–10 yearsAre you an experienced investment banking professional with a strong track record in M&A, fundraising, and corporate finance? We are looking for a dynamic Associate Vice President (AVP) – Investment Banking to join our team and play a key role in...

  • Investment Specialist

    2 weeks ago

    GTB Nager, India Discoveries Quintessential Full time

    AVP – Investment Banking (M&A, Fundraising, Corporate Finance) Location: NCR/Delhi Experience: 8–10 years Are you an experienced investment banking professional with a strong track record in M&A, fundraising, and corporate finance? We are looking for a dynamic Associate Vice President (AVP) – Investment Banking to join our team and play a key...

  • Senior Investment Banking Professional

    3 days ago

    GTB Nager, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Investment Banking ExecutiveAre you a seasoned investment banking professional seeking a new challenge? We are looking for a highly skilled and experienced Associate Vice President (AVP) to join our team in deal execution, client management, and strategic growth.Key Responsibilities:Lead complex transaction management, including due diligence, negotiations,...

  • Senior Investment Banking Expert

    2 days ago

    GTB Nager, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Banking ProfessionalWe are seeking a seasoned Investment Banking professional with expertise in M&A, fundraising, and corporate finance to drive deal execution, client management, and strategic growth.Key Responsibilities:Lead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing...

  • Relationship Manager

    2 weeks ago

    GTB Nager, India Bajaj Capital Ltd Full time

    Bajaj Capital is currently hiring Relationship Mangers for North Location . Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients' basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts...

  • Full Stack Developer

    4 weeks ago

    GTB Nager, India Vichara Technologies Full time

    Work Mode: 3 days/week from office The Organization Vichara Technologies builds enterprise systems and quantitative solutions for institutional capital-markets participants. Our platforms manage billions in fixed-income and real estate assets, powering analytics, trade lifecycle, risk, and accounting workflows for global investment firms. Headquartered...

  • Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

    4 weeks ago

    GTB Nager, India Bajaj Capital Ltd Full time

    Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client's basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference...