Portfolio Management Leadership Opportunity

1 day ago

Surat, Gujarat, India beBeeInvestment Full time US$ 15,00,000 - US$ 20,00,000

Job Title: Investment Portfolio Manager

We are seeking a highly skilled and experienced investment portfolio manager to join our team. The ideal candidate will have a strong background in investment analysis, portfolio management, and leadership.

Job Description:

  • Develop and implement investment strategies for clients.
  • Analyze performance of different investment options and overall plans.
  • Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting.
  • Manage relationships with business process owners and senior management.
  • Ensure exceptional client experience.
  • Ensure compliance with all internal and client policies.

Required Skills and Qualifications:

  • Strong understanding and proper usage of investment-related terminology in written and verbal communication.
  • Experience in analyzing investment portfolios or researching investment managers located outside of the region.
  • Able to compute returns (money weighted / time weighted) for defined benefit and NFP clients.
  • Working knowledge of various asset classes and investment strategies and performance attribution.
  • Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint).
  • Problem-solving skills and attention to detail.

Benefits:

  • We help you be your best through professional development opportunities, interesting work, and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.

About Us:

  • We count on you to make a difference.

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