Portfolio Manager

1 week ago


Gurgaon, Haryana, India Acuity Knowledge Partners Full time

Job Overview

Acuity Knowledge Partners is seeking an experienced Portfolio Manager to join our team in Global Markets. As a key member of our operations team, you will be responsible for providing solutions and support for Trading Operations and Product Control functions.

About the Role

  • We are looking for a highly skilled and motivated individual with experience in middle-office & back-office operations, trade life cycle management, and financial markets.
  • You will work closely with senior managers and the sales team to foster and strengthen client relationships.
  • Key responsibilities include setting up new support teams, leading transitions, and overseeing teams.

Main Responsibilities:

  1. Support clients on setting up and managing processes for Trading Operations, including trade lifecycle management, settlements, allocations, etc.
  2. Provide solutions and support for Product Control functions.
  3. Actively participate in roadshows and lead client meetings to build and strengthen relationships.
  4. Identify and pursue new business opportunities.
  5. Lead transitions and facilitate smooth account setup.
  6. Demonstrate strength and flair in client/requester relationship building and management.

Requirements:

  • MBA/ CFA/ CA or equivalent experience.
  • Strong statistical and analytical skills.
  • Middle office or Control function experience with Investment banks / investment banking clients.
  • Sound knowledge of financial markets with hands-on experience in Equities, Fixed income products, Derivatives, Securitized products, Swaps, etc.
  • Experience and good understanding of global market operations, including Middle-office & Back-office operations, Trade life cycle management.
  • The ability to work independently and as part of a team.
  • Prior experience of process transitions and system implementations would be an advantage.
  • Ability to understand client requirements and execute work under pressure especially on short time-bound deadlines.
  • Excellent written and spoken communication skills.
  • MS Office skills – proficiency in MS PowerPoint, MS Excel, and MS Word.

Salary Estimate: $120,000 - $180,000 per annum.


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