Deputy Manager, Fund Management

Found in: Whatjobs IN C2 - 2 weeks ago


tamil nadu, India Pelican PMS Full time
Company Description
Pelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in listed Indian stocks, focusing on long-term wealth creation and providing advice on fixed income investments. The company aims to offer attractive risk-adjusted returns while minimizing subjective biases.
Role Description
This is a full-time on-site role as Deputy Manager, Fund Management at Pelican PMS in Chennai. As a Deputy Manager in Fund Management, you will be responsible for day-to-day tasks related to managing investment portfolios. This includes analyzing market trends, conducting research, making investment decisions, monitoring portfolio performance and keeping custody & fund accounting on track. You will work closely with a team of professionals and collaborate with clients to meet their wealth creation goals.
Qualifications
Postgraduate Degree in Finance, Law, Accountancy, Business Management, CA, CFA, or Post-Graduate Program in the Securities Market (Portfolio Management) from NISM
NISM-Series-XXI-B Certification before joining
At least five years in related activities in the securities market including in a portfolio manager, stockbroker, investment advisor, research analyst or as a fund manager
minimum 2 years (out of the 5 years in the securities market) of relevant experience is in portfolio management or investment advisory services or in the areas related to fund management
Proven experience in fund management or portfolio management
Strong analytical and research skills
Knowledge of financial markets, instruments, and investment strategies
Excellent communication and interpersonal skills
Ability to work in a team and handle multiple tasks
Proficiency in financial software and tools
Sound understanding of risk management and regulatory requirements
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