Senior Portfolio Manager

2 days ago

Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Investment Leadership Opportunity

This role involves leading the investments team and is based in India.

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  • About the Role

    The Senior Manager - Investments will be responsible for supporting analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions.

  • Key Responsibilities

    1. Prepare month and quarterly performance reports for clients
    2. Analyze performance of different investment options and overall plan
    3. Communicate with investment and custodians to gather and/or clarify client-specific data for reporting
    4. Client communications and reviews, managing ramp-ups and ongoing transitions
    5. Define, delegate, monitor, and participate in employee engagement activities
    6. Responsible for mentoring and leading a team of analysts across different processes
    7. Own accountability by being able to help teams troubleshoot issues on projects
    8. Responsible for driving Process Improvements
    9. Manage relationship with onshore Business Process Owners and senior management
    10. Ensure exceptional client experience
    11. Ensure compliance with all internal and client policies
    12. Provide timely updates to Level F/G and other stakeholders
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The ideal candidate will have:

  • A graduate degree in finance or a related field and progress towards CFA and CIPM
  • Strong understanding and proper usage of investment-related terminology in written and verbal communication in English
  • Experience in analyzing investment portfolios or researching investment managers located outside of India
  • Computations of returns (money weighted / time weighted) for Defined Benefit and NFP clients
  • Exposure to Global Capital Markets and 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
  • Ability to multitask, manage multiple priorities, and work in a rapidly changing and dynamic environment

This is a great opportunity for a seasoned professional to take on a leadership role and drive success in our investments team.

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