Strategic Portfolio Leader

7 days ago


Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Our India business is seeking an experienced Portfolio Manager to lead our discretionary portfolio management efforts. The ideal candidate will have a strong background in equity portfolio management or research and excellent analytical skills.">Job Description

This role plays a key part in our India business strategy, focusing on discretionary portfolio management. As a key member of our team, you will be responsible for managing equity portfolios for clients on a discretionary basis, working closely with the Head Portfolio Management (Equities) and Analysts to formulate and implement investment strategies.

Key Responsibilities
  • Manage equity portfolios for clients on a discretionary basis, working closely with the Head Portfolio Management (Equities) and Analysts to formulate and implement investment strategies.
  • Perform daily duties of a portfolio manager, including deployment of investor monies, monitoring portfolios, and executing changes as needed.
  • Issue portfolio management communications internally and externally, ensuring compliance with guidelines and regulations.
Client Management
  • Collaborate with Relationship Managers, Team Heads, and Business Heads to drive business development and demand generation.
  • Contribute actively in India Investment Committee meetings.
  • Maintain regular communication with clients through calls and meetings.
Regulatory Compliance and Risk Management
  • Regularly monitor portfolios and ensure adherence to regulations and company guidelines.
  • Coordinate with Operations and services for client money deployment, reporting, and other matters.
  • Liaise with Risk Management to ensure risk controls and governance are met.
Requirements
  • 10-15 years' experience in equity portfolio management or research.
  • Strong knowledge of Indian equity markets and individual companies.
  • Adequate experience in equity research and/or portfolio management.
  • Excellent analytical skills and proficiency in MS Office tools.
What We Offer

The position offers an opportunity to contribute to the growth and success of our India business.

We are committed to providing a dynamic and supportive work environment that encourages professional growth and development.


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