Portfolio Manager Specialist

4 days ago

Mumbai, Maharashtra, India beBeeCareer Full time ₹ 1,20,00,000 - ₹ 1,44,00,000
Trade Associate Job Opportunity

Award-winning Trade Associate wanted to join our dynamic team

Are you a skilled professional with expertise in portfolio analytics and risk management? Do you possess excellent analytical and problem-solving skills, combined with exceptional communication abilities?

We're seeking a highly motivated Trade Associate to facilitate scalable tax-efficient trading, assist portfolio managers in managing investment books, and work closely with global teams to ensure adherence to client mandates and best practices.

Key Responsibilities:

  • Partner with the PMG Tax Transition Team to execute trades on a scalable platform and validate tax-efficient trades.
  • Facilitate the migration of accounts to the tax-efficient scalable platform to enhance operational efficiencies.
  • Oversee daily trading activities such as cash management, investment strategy adjustments, and security inflows.
  • Run data analytics to identify trading optimization opportunities and report on portfolio risk using key metrics like Standard Deviation, Beta, R-Square, Risk Utilization, and Tracking Error.
  • Develop a controls mindset by identifying process gaps and implementing innovative methods to ensure audit-ready procedures, including UAT testing new features.
  • Create robust reporting tools and key metrics to effectively monitor and control accounts on the platform.
  • Engage and communicate with local and global clients and support teams to ensure timely status updates and manage any escalations.

Requirements:

  • 4+ years of relevant experience in portfolio analytics, monitoring/risk, or a related research/analyst function.
  • An MBA or a postgraduate degree in Finance (or related field).
  • Strong quantitative and analytical skills with expertise in data analysis and understanding of data flows.
  • Proven ability to enhance processes using scripting languages (Python or R), with high proficiency in Python.
  • Advanced proficiency in core MS Office applications, particularly in Excel (with experience in Access and PowerPoint).

Preferred Qualifications:

  • Experience with scripting languages and/or data analysis tools like Alteryx, Tableau, and VBA.
  • CFA is an added advantage.
  • Strong problem-solving, control, and project management skills.
  • Experience with tools such as QlikView, Alteryx, Tableau, and SQL is highly advantageous.

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