Financial Portfolio Specialist

3 days ago

Tiruchi, Tamil Nadu, India beBeeRisk Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Investment Risk Management Position Overview

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  • Minimum 7 years of experience in risk management, preferably within an investment management or financial services organization.

Key Responsibilities:

">Risk Identification and Assessment">

1. Analyze potential risks including market, credit, operational, liquidity, and regulatory risks.

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2. Evaluate investment portfolios to assess exposure to various risk factors.

">Risk Mitigation">

1. Implement risk mitigation strategies and support the implementation of risk limits in systems.

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2. Collaborate with the investment team to ensure risk considerations are incorporated into portfolio decisions.

">Change Management">

1. Contribute to the review of new products, processes, and activities.

">Investment Regulatory Compliance">

1. Ensure all risk management activities adhere to relevant regulations and internal policies.

">Risk Monitoring and Reporting">

1. Prepare detailed risk reports for senior management, providing actionable insights and recommendations.

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2. Develop risk models and stress-testing scenarios to measure potential impacts on the portfolio.

">Operational Risk and Internal Audit">

1. Support Operational Risk and Internal Audit engagements.

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Qualification and Experience:

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  • 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.">
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Required Skills:

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  • 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."]},

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