Senior Portfolio Strategist

21 hours ago

Nellore, Andhra Pradesh, India beBeeRisk Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Summary:

We are seeking a seasoned Investment Risk Manager to join our team. As a key member of our risk management unit, you will play a critical role in identifying, assessing, and mitigating market, credit, operational, liquidity, and regulatory risks.

Responsibilities:
  • Risk Identification and Assessment:
    • Analyze potential risks, including market, credit, operational, liquidity, and regulatory risks.
    • Evaluate investment portfolios to assess exposure to various risk factors.
  • Risk Mitigation:
    • Implement risk mitigation strategies and support in the implementation of risk limits in systems.
    • Support in the implementation of various risk projects.
    • Collaborate with the investment team to ensure risk considerations are incorporated into portfolio decisions.
    • Implement solutions to ensure the investment of model portfolios for individual clients is effective and outliers are flagged for review and action.
  • Change Management:
    • Contribute to the review of new products, processes, and activities.
  • Investment Regulatory Compliance:
    • Ensure that all risk management activities adhere to relevant regulations and internal policies.
    • Review evolving regulatory changes and implement them as appropriate.
  • Risk Monitoring and Reporting:
    • Prepare detailed risk reports for senior management, providing actionable insights and recommendations.
    • Develop risk models and stress-testing scenarios to measure potential impacts on the portfolio.
    • Continuously monitor market conditions, investment trends, and risk exposures.
  • Operational Risk and Internal Audit:
    • Support engagements related to operational risk and internal audit.
    Qualifications and Experience:
    • Bachelor's degree in Finance, Economics, Mathematics, or a related field (Master's degree or professional certifications such as FRM, CFA is a plus).
    • 7–10 years of experience in risk management, preferably within an investment management or financial services organization.
    • Candidates with an investments/analytics background are suitable.
    • Prior experience in wealth management, mutual funds, PMS, or alternate investments is preferred.
    Requirements:
    • Strong analytical skills, with experience in using risk models, quantitative analysis, and stress testing.
    • Excellent communication skills with the ability to convey complex risk information clearly to non-technical stakeholders.
    • Proficiency in risk management software and tools such as Bloomberg, FACTSET, Barra, etc.
    • Computer proficiency in MS Word and Excel.
    • Strong presentation skills.
    • Report writing and documentation capabilities.
    • Sound knowledge of key regulations: SEBI – Wealth Managers, RIA, Mutual Funds, etc.
    • Understanding of the regulatory landscape applicable to both WMC and AMC in India is desirable.
    • Ability to demonstrate understanding of investment markets and ex-ante portfolio risk management techniques, to be an effective risk manager for multi-asset portfolio solutions.
    • Prior experience interacting with SEBI on risk management topics is an added advantage.

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