Investment Portfolio Manager

20 hours ago


Mumbai, Maharashtra, India Vallum Capital Advisors Full time
About Vallum Capital Advisors

Vallum Capital Advisors Private Ltd (PMS) is a leading investment management firm that offers a range of portfolio management services to its clients. Our team of experienced professionals works closely with our clients to understand their investment objectives and provides personalized investment solutions to meet their needs.

Role Overview

We are seeking a highly skilled Investment Portfolio Manager to join our team at Vallum Capital. The successful candidate will be responsible for managing investment portfolios, executing trades, and providing exceptional client service.

Job Summary

The role of an Equity Dealer - PMS at Vallum Capital involves executing buy and sell orders for various PMS strategies with brokers, ensuring smooth and timely trade execution. The ideal candidate will have excellent knowledge of Excel for preparing trade files, performing bank reconciliations, computing fees, and supporting overall portfolio management operations.

Key Responsibilities:
  • Trade Execution: Execute buy and sell orders for different PMS strategies with brokers in a timely and efficient manner.
  • Order Management: Manage and reconcile trade orders, ensuring all trades are correctly recorded and aligned with the strategy mandates.
  • Excel-based Data Management: Maintain and update Excel files for portfolio records, including tracking trades, cash flows, portfolio valuations, and performance metrics.
Requirements

To be successful in this role, you will need:

  • Graduate/Postgraduate in Finance, Commerce, Economics, or a related field. Additional certifications like NISM, CFA (Level 1 or above), or technical analysis certifications would be a plus.
  • 2-5 years of experience in trade execution, preferably within a PMS, Broking, or institutional trading environment.
  • Advanced Excel skills are essential, with a strong ability to handle large datasets, prepare reports, perform bank reconciliations, and compute fees.
  • Strong verbal and written communication skills to effectively liaise with brokers, internal teams, and other stakeholders.
What We Offer

We offer a competitive salary package, commensurate with qualifications and experience, along with opportunities for growth and development in a dynamic and supportive work environment.



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