Senior Portfolio Manager

2 days ago

Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

Job Opportunity

We are seeking an experienced professional to fill a key role in our investments team.

The ideal candidate will possess excellent communication skills, be able to work effectively in a team environment and have a strong attention to detail.

Responsibilities:

  • Act as lead specialist for the team to support day-to-day responsibilities.
  • Liaise with external stakeholders such as fund administrators, investment managers and auditors.
  • Develop and drive process improvement initiatives to enhance quality and efficiency.
  • Play an important role in a new team, working closely with colleagues in other locations.
  • Review financial statements and fund reports.
  • Execute investor capital calls and distributions.
  • Support the audit of the funds.
  • Knowledge of fund structures and portfolio solutions to support team members day-to-day.
  • Strong risk focus with emphasis on building controlled processes and a robust oversight model.
  • Ensure accurate maintenance of supporting procedures and be responsible for on-boarding and refresher training for team members.
  • Research Investment Regulations and Fund Structures, interpret key points as they apply to the business and summarise in a clear manner.
  • Cover work items for team members during times of absence.
  • Challenge and encourage team to challenge existing processes to ensure value add and remove inefficiencies.
  • Lead all reporting (regulatory and expense), regulator filings and oversight responsibilities while ensuring compliance deadlines and internal SLAs are met.
  • Monitor delivery timelines and ensure deadlines are met.

Requirements:

  • Funds or Asset Management experience within a leading Asset Manager or Administrator (minimum 6 years' experience) with an understanding of core Fund Operations.
  • Practical experience and knowledge of various asset classes, including securities, loans, derivatives and pooled funds.
  • Experience in Private Markets / Private Equity Fund accounting.
  • Results-focused with a high degree of attention to detail.
  • Excellent verbal and written communication skills; the ability to communicate complex issues in a simple manner.
  • Strong IT skills (PowerPoint, Excel, Word) and strong aptitude for learning and adapting to new technologies.

What makes you stand out:

  • Excellent verbal and written English and communication skills
  • Ability to absorb new information quickly
  • Managing Relationships: Demonstrates effective communication skills
  • Planning and Organizing: Can prioritize workload effectively

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