Senior Portfolio Manager

1 day ago

Mount Abu, Rajasthan, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000
Portfolio Management Position

The portfolio management role entails overseeing the financial assets of clients to achieve their investment goals.

About the Role

This position requires a high degree of expertise in managing investment portfolios, ensuring that client assets are allocated efficiently and effectively.

Key Responsibilities
  • Develop and implement investment strategies aligned with client objectives
  • Monitor and analyze market trends to make informed investment decisions
  • Collaborate with cross-functional teams to ensure seamless portfolio management
Requirements
  • Bachelor's degree in finance, business administration, or related field
  • Professional certifications such as CFA or CAIA
  • Minimum 5 years of experience in portfolio management or a related field
Benefits
  • Opportunity to work with a dynamic team of professionals
  • Competitive compensation package
  • Professional growth and development opportunities
Eligibility Criteria
  1. The applicant must be a body corporate.
  2. The applicant must have necessary infrastructure including office space, equipment, and manpower.
  3. A compliance officer will be appointed.
  4. The principal officer of the applicant must:
  5. Have a professional qualification in law, finance, accountancy, or business management or have completed CFA.
  6. Have an experience of at least five years in related activities in the securities market including portfolio manager, stock broker, investment adviser, research analyst, or fund manager.

Provided that at least two years of relevant experience is in portfolio management or investment advisory services or in areas related to fund management.

  • Has obtained NISM XXI-B certification.
    • Aside from PO and CO, the applicant employs at least one person who is a graduate and has at least two years of experience in related activities in the securities market including portfolio management, stockbroker, investment adviser, research analyst, or fund manager. If such person is a fund manager, he shall have the same qualification, experience, and certification as specified for PO.
    • The applicant meets the capital adequacy requirements which include a minimum net worth of Rs. 5 crores.
    • The net worth is calculated as paid-up equity capital plus free reserves (excluding reserves created out of revaluation) minus accumulated losses minus deferred expenditure not written off (includes miscellaneous expenses not written off).
    • The net worth requirements under PMS are separately and independently applicable, if any, for each activity undertaken by the applicant under the relevant regulations.
    • The applicant, its director, principal officer, compliance officer, or employees are not involved in any litigation/convicted of any offence involving moral turpitude.
    • The applicant is a fit and proper person. Criteria for 'fit and proper person' as per Schedule II of the SEBI (Intermediaries) Regulations, 2008 (attached).
    • The grant of a certificate to the applicant is in the interest of investors.
    • The application form A must be filed with SEBI (physical and online) along with the fee.

Candidates interested in this position please submit your CV.

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