Portfolio Manager
2 days ago
Portfolio ManagerLocation : Mumbai, IndiaType : Full-timeIndustry : Venture Capital / Private Equity / StartupsRelevant Experience : 4+ yearsKey Responsibilities:Portfolio Management & MonitoringTrack, analyze, and report the performance of portfolio companies (financial, operational, and strategic KPIs).Develop and maintain internal dashboards and MIS systems.Prepare quarterly/annual reports and presentations for LPs and internal stakeholders.Founder & Stakeholder EngagementServe as the primary point of contact for portfolio companies.Support founders with strategic guidance, hiring, partnerships, fundraising, and operations.Identify and facilitate value-creation opportunities (intros to clients, investors, mentors, etc.}Governance & ComplianceCoordinate board meetings, prepare minutes, and track key actions.Ensure compliance with investment covenants, reporting obligations, and corporate governance norms.Liaise with legal, tax, and audit advisors for portfolio-level support.Fund Operations (optional depending on scope)Support internal fund processes such as fund audits, investor reporting, and capital calls.Work closely with investment and legal teams during new investments or follow-ons.Customer Support for query resolutionsSupport investors and founders with their queries related to fund updates, business updates and any preemptive/ exit updates.Maintain good business harmony to streamlining the business and reduce noise to improve CSAT and NPS.Ensure SLAs in place.Exit/ Preemptive and Shutdown related formalitiesSupport investors and founders with any events which is related to exit from the business and aware about the processes like Exit, Shutdown process and related compliance obligations and create the transparency in the system.Qualifications & Skills4 years of relevant experience in venture capital, private equity, consulting, corporate strategy, or startup operations.Strong financial modeling and business analysis capabilities.Good knowledge related to SEBI, GIFT norms with respect to CAT1 Angle fundExcellent communication and interpersonal skills to work with founders and stakeholders.Prior exposure to Indian startup ecosystem – VC, wealth advisory and financial services firm is highly preferred.CA, CFA.What We OfferOpportunity to work at the forefront of India's venture ecosystem.Direct exposure to innovative startups and strategic decision-making.A collaborative and meritocratic work culture.Competitive compensation with potential for carry/incentive structure.
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Wealth Manager
1 week ago
Delhi, India Green Portfolio Full timeAbout UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...
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Wealth Manager
7 days ago
New Delhi, India Green Portfolio Full timeAbout Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We are...
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Portfolio Manager
4 weeks ago
New Delhi, India Onemind Services LLC Full timePortfolio Manager – Onemind ServicesSupporting an Enterprise Customer AccountWe’re looking to hire a Portfolio Manager to join Onemind Services and support an enterprise customer account. This role is not a traditional project manager or scrum facilitator position. It requires someone with the ability to oversee and drive multiple projects across teams...
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Portfolio Manager
4 weeks ago
New Delhi, India Equirus Full timeQualification:MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience:6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities:Equity Research & Advisory- Lead the Direct...
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Relationship Manager
6 days ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
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Portfolio Manager
4 weeks ago
New Delhi, India Fionics Full timeSystematic Portfolio Manager - India/Remote40+ systematic funds/ prop firms seeking experienced PMs. Immediate openings.What you'll do:- Manage systematic portfolios across asset classes - Own P&L responsibility and risk management - Develop and implement quantitative strategiesRequirements:- 4+ years systematic PM experience - Proven alpha generation track...
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Portfolio Manager
3 weeks ago
New Delhi, India Fionics Full timeSystematic Portfolio Manager - India/Remote40+ systematic funds/ prop firms seeking experienced PMs. Immediate openings.What you'll do: Manage systematic portfolios across asset classes Own P&L responsibility and risk management Develop and implement quantitative strategiesRequirements: 4+ years systematic PM experience Proven alpha generation track...
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Portfolio Relationship Manager
1 week ago
Delhi, Delhi, India Mounee Consulting Services Full time ₹ 1,80,000 - ₹ 6,00,000 per yearPosition: Portfolio Relationship Manager – Stock MarketLocation: New DelhiWork Mode:OnsiteExperience:0 to 2+ years (Stock Market / Broking / Wealth Management preferred)Salary:15k to 50k per month + IncentivesWe are a fast-growing investment advisory & portfolio management firm helping clients build wealth through strategic equity investments, portfolio...
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Portfolio Manager
14 hours ago
Delhi, India InCred Financial Services Full timeManager – Portfolio OperationsRole & responsibilitiesCollections and Delinquency Management : Monitor month-on-month (MoM) numbers for 0–30-day overdue accounts. Respond promptly to requests from the collections team for CIBIL reports, KYC documents, and agreements to support efficient recovery of outstanding dues.EMI Initiation Coordination: Contact...
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Portfolio Manager
2 days ago
New Delhi, India SKS Enterpprises - Human Resource Planning and Management Full timePortfolio Manager Location: Mumbai, India Type: Full-time Industry: Venture Capital / Private Equity / Startups Relevant Experience: 4+ yearsKey Responsibilities:Portfolio Management & Monitoring Track, analyze, and report the performance of portfolio companies (financial, operational, and strategic KPIs). Develop and maintain internal dashboards and MIS...
