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Senior Portfolio Manager
2 weeks ago
We are seeking a talented individual to join our Investments team in Pune, India.
Main Responsibilities- Support analysis and research at every stage of the investment decision, risk management, and investment monitoring process.
- Collaborate with Investment Consultants to deliver high-quality research and analysis to support client engagements.
- Measure investment performance for asset classes in clients' portfolios.
- Communicate with investment managers, money managers, and custodians to gather and clarify client-specific data for reporting.
- Prepare monthly/quarterly portfolio evaluation reports for institutional clients.
- Project manage, work allocate, capacity manage, peer review, and team member training and development.
- Execute daily operations activities for performance reporting.
- Lead strategic projects and provide guidance to the team.
- Develop and manage key performance indicators (KPIs) and handle escalations.
- Comprehensive knowledge of investment consulting principles and practices.
- Strong understanding of the investment industry, including asset classes, investment strategies, and market trends.
- 5-8 years of experience in the wealth management/investment industry.
- Expertise in Eagle Pace Suite.
- Data analysis and interpretation skills.
- Problem-solving and critical-thinking abilities.
- Effective leadership skills.
- Ability to collaborate effectively with clients and stakeholders.
About this role:
This is a hybrid position that requires working at least three days a week in the office. You will be part of the Investments group providing a broad range of investment consulting and advisory services.