Investment Portfolio Strategist

8 hours ago

Vellore, Tamil Nadu, India beBeeRisk Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Description

Seeking a seasoned Risk Management professional to oversee the identification, assessment, and mitigation of market, credit, operational, liquidity, and regulatory risks within an investment management or financial services organization.

This role involves working closely with the Chief Risk Officer to develop and implement risk strategies, support risk projects, ensure portfolio risk integration, and flag outliers for corrective action.

  • Analyze potential risks including market, credit, operational, liquidity, and regulatory risks.
  • Evaluate investment portfolios to assess exposure to various risk factors.
Required Skills and Qualifications

To be considered for this position, candidates must possess the following qualifications:

  • Bachelor's degree in Finance, Economics, Mathematics, or a related field (Master's degree or professional certifications such as FRM, CFA is a plus).
  • 7–10 years of experience in risk management, preferably within an investment management or financial services organization.
  • Candidates with an Investments / Analytics background are suitable.
  • Prior experience in Wealth Management, Mutual Funds, PMS, or Alternate Investments is preferred.
Benefits

As a key member of our team, you will have access to:

  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to contribute to high-profile projects and initiatives.
Others

In addition to the above requirements, we seek individuals who possess:

  • Strong analytical skills, with experience in using risk models, quantitative analysis, and stress testing.
  • Excellent communication skills with the ability to convey complex risk information clearly to non-technical stakeholders.
  • Proficiency in risk management software and tools such as Bloomberg, FACTSET, Barra, etc.
  • Computer proficiency in MS Word and Excel.
  • Strong presentation skills.
  • Report writing and documentation capabilities.
  • Sound knowledge of key regulations: SEBI – Wealth Managers, RIA, Mutual Funds, etc.
  • Understanding of the regulatory landscape applicable to both WMC and AMC in India is desirable.
  • Ability to demonstrate understanding of investment markets and ex-ante portfolio risk management techniques, to be an effective risk manager for multi-asset portfolio solutions.
  • Prior experience interacting with SEBI on risk management topics is an added advantage.

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