Strategic Portfolio Manager

2 weeks ago


Delhi, Delhi, India IDFC FIRST Bank Full time

Job Title: Investment Portfolio Manager

Business Unit: Personal Banking and Wealth Management

Job Description:

  1. Investment Strategy and Asset Allocation: Develop and implement tailored investment strategies, ensuring asset allocation is optimized based on prevailing market conditions.
  2. Market Intelligence: Stay up-to-date with equity and debt market trends by analyzing investment reports and conference calls.
  3. Fund Selection and Due Diligence: Conduct thorough research and due diligence on potential investment opportunities, assessing their qualitative aspects.
  4. Client Financial Planning: Collaborate with clients to set financial goals and develop investment proposals tailored to their needs.
  5. Portfolio Management: Construct and manage diversified investment portfolios, ensuring alignment with client objectives.
  6. Portfolio Review and Rebalancing: Regularly review and rebalance portfolios as needed to maintain optimal asset allocation and performance.
  7. Product Support: Provide expert support to the sales team, driving product penetration through research and product knowledge.
  8. Asset Class Expertise: Possess in-depth knowledge of various asset classes, including equity, fixed income, structured products, real estate, FX, commodities, and international markets.
  9. Wealth Management Products: Demonstrate expertise in wealth management products, including mutual funds, portfolio management services, alternative investment funds, and listed investments.
  10. Taxation and Research: Understand taxation implications for various investment products and possess a functional understanding of research and portfolio software.
  11. Key Skills: Strong analytical and interpretative skills, integrity, ability to establish trust, self-driven, team player, networking ability, and ability to work under time pressure.
  12. Technical Skills: Proficient in Microsoft Excel and presentation software.

Education Qualification:

Graduate: Any

Experience:

2 - 5 years



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