Fund Manger

1 week ago


Mumbai, Maharashtra, India Arin Consultancy Full time
Finance Mumbai _Mumbai_ June 3, June 3, 2024 Mutual Fund

Job Overview:

-
Office Location (Area) Mumbai
-
Salary Offer 40 LPA
-
Required Education Professionally Qualified and/or Post Graduate qualification specializing in CFA preferred
-
Min Required Experience (Years) 9
-
Max Required Experience (Years) 14

Talent Profile - Fund Manager - Mutual Funds

Position Grade:
Associate Vice President

Location:
Mumbai

Reports to:
Business Head

Qualifications:

  • Professionally Qualified and/or Post Graduate qualification specializing in CFA preferred.

Work
Experience (highlight):

  • Work Experience of Should have managed and monitored model portfolios in adherence with the strategic framework to deliver outperformance of returns consistently.

Core Purpose of the Role:

  • Manage mutual fund schemes for a mutual fund
  • Meet regularly with analysts and researchers to assess the economic fundamentals
  • Network with Industry experts
  • Develop investment policies and strategies for portfolio management based on investment objectives
  • Assess portfolio to ensure compliance with regulatory requirements, firm policies and portfolio investment strategies
  • Maintain regular contact and ongoing dialogue with clients
  • Make sales and marketing presentations to current and prospective clients
  • Ensure outperformance of the portfolio and create niche mind space with our clients
  • Liaise and call with Sales team and Channel Partners

Technical Skills:

  • Building financial & valuation Models, Pricing derivatives, futures and swaps, Generating MIS reports, Excel
  • Capital Markets Platforms: Bloomberg, Reuters, Newswire, NDS-OM/PDO, CBLO Dealing, Capitaline, Prowess
  • Modeling with graphical charts, Accessing data from Bloomberg & Reuters directly to MS Excel


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