Portfolio Management Lead

2 weeks ago


Cochin, Kerala, India ADVENXA Full time
Senior Portfolio Manager Role at Advenga

We are seeking a seasoned Portfolio Management professional to lead our team in providing exceptional service to clients. As a Senior Portfolio Manager, you will oversee the operational aspects of Portfolio Management Services (PMS) ensuring smooth and efficient processing.

Key Responsibilities:

  • Manage Backend Operations in PMS: Oversee and manage the operational aspects of Portfolio Management Services (PMS), ensuring smooth and efficient processing.
  • Portfolio Monitoring & Reporting: Regular monitoring and performance reporting of client portfolios. Generate accurate and timely reports for senior management and clients.
  • Team Collaboration & Leadership: Lead a team, ensuring effective collaboration, continuous improvement, and achievement of KPIs. Foster a positive and high-performance work culture.

Requirements:

  1. Experience in Banking: At least 4 years of relevant experience in the banking or backend operations in PMS.
  2. Technical Skills: Strong understanding of portfolio management systems, financial tools, and data analytics.
  3. Analytical Skills: Ability to analyze portfolio performance and provide insights for improvements.
  4. Leadership & Teamwork: Strong leadership capabilities with a team-oriented mindset to drive collaboration and achieve departmental goals.

Benefits:

As a valued member of our team, you can expect a competitive salary range of ₹35,000 to ₹40,000 per month, commensurate with your experience. We offer a supportive work environment, opportunities for growth and development, and a chance to be part of a dynamic team driving innovation in the industry.



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