Fund Manger

2 weeks ago


Mumbai, India Arin Consultancy Full time

Finance Mumbai _Mumbai_ June 3, 2023 - 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 8 - 10 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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