Director: Portfolio and Wealth Management

1 day ago

Gurgaon, Haryana, India Torfac Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Gurugram, India

Full Time

Job Description – Director: Portfolio and Wealth Management

The Director – Portfolio & Wealth Management will oversee and manage the organization's investment portfolios and overall wealth strategy. This role is responsible for driving investment performance, asset allocation, liquidity management, and long-term capital preservation. The position combines strong financial acumen, strategic foresight, and disciplined execution to optimize returns across asset classes while ensuring prudent risk management and alignment with ownership objectives. The role requires close coordination with investment advisors, financial service partners, and internal stakeholders to ensure that investment strategies align with the Company's objectives and risk profile.

Key Responsibilities

  • Develop and execute investment strategies for the company's portfolios across

  • Equities (cash positions and positions under Margin Trading Facility)

  • Mutual funds and Exchange-traded funds (ETFs)
  • Portfolio Management Services (PMS)
  • Private Equity
  • Real Estate

  • Alternative investments.

  • Maintain ongoing oversight of existing investments, including performance tracking, reporting, and compliance with investment policies, working closely with investment advisors, external consultants, and various Financial Services Groups.

  • Investment Analysis: Evaluate and analyse investment opportunities presented by Financial Services Groups, providing recommendations based on alignment with the Company's investment goals and risk appetite.
  • Monitor and evaluate portfolio performance, making tactical and strategic allocation decisions to meet target returns and risk parameters.
  • Stay abreast of market, economic, and regulatory developments impacting portfolio performance.
  • Market & Policy Monitoring: Stay informed on macroeconomic trends, policy changes from regulators (RBI, SEBI, etc.), and global market developments that may impact Indian investments.
  • Reporting: Prepare and present detailed management reports on the investment portfolio's performance, asset allocation, and risk exposure.
  • Risk & Compliance: Ensure adherence to applicable investment guidelines, internal risk controls, and regulatory requirements.
  • Establish and maintain robust investment governance, documentation, and performance reporting frameworks.

Qualifications & Skills:

  • Bachelor's or master's degree in finance, Economics, Business, or a related field.
  • Professional designations such as CFA, MBA, or CA preferred.
  • 10+ years of experience in portfolio management, wealth management, or investment advisory roles.
  • Proven track record of managing investment portfolios and delivering consistent results.
  • Strong leadership, analytical, and communication skills.
  • In-depth understanding of global markets, investment products, and regulatory environment
  • Ability to work collaboratively with diverse stakeholders.

Reporting to CFO who is based in Canada.

Office Timings: 10.30 am to 7.30 pm (IST), to ensure overlap with stakeholders who are based in Canadas

Job location: DCG4/2015, DLF Corporate Greens, Southern Peripheral Road, Sector 74A, Gurugram, Haryana 122004, India

Mode: Work from Office: 4 days in a week and work from home: 1 day in a week

Experience Required:

10+ Years

Shift Timing:

10:30 am to 7.30 pm IST

No of Positions:

1

  • Wealth Manager

    1 week ago

    Gurgaon, Haryana, India Green Portfolio Full time

    About 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...

  • Intern/Freshers - Wealth Operations

    2 days ago

    Gurgaon, Haryana, India InCred Wealth Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionInCred Wealth is a modern, agile wealth management company with a mission to provide world-class investment services and solutions to Indian clients globally. We offer UHNI & HNI clients a comprehensive investment product suite powered by in-depth research, advanced technology, and delivered by a highly experienced team. Our products and...

  • portfolio director

    2 days ago

    Gurgaon, Haryana, India RX Global Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Portfolio DirectorDo you enjoy developing business networks for market penetration?Are you motivated by the opportunity to contribute to diverse elements for Portfolio?About Our TeamRX is a global leader in events and exhibitions, leveraging industry expertise, data, and technology to build businesses for individuals, communities, and organizations. With a...

  • Wealth Manager

    6 days ago

    Gurgaon, Haryana, India Renous Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    deVere Group, a leading global financial advisory organizationis hiring –Wealth ManagerExperience: 5+ YearsJob Location: GurgaonAbout the Role:As a Wealth Manager at deVere Group, you will have the opportunity to support individual clients in managing and growing their wealth across borders. Withlicenses in multiple countries, deVere Groupenables seamless...

  • portfolio director

    2 days ago

    Gurgaon, Haryana, India RX Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Portfolio DirectorDo you enjoy developing business networks for market penetration?Are you motivated by the opportunity to contribute to diverse elements for Portfolio?About our TeamRX is a global leader in events and exhibitions, leveraging industry expertise, data, and technology to build businesses for individuals, communities, and organizations. With a...

  • Partner-Wealth Management

    4 days ago

    Gurgaon, Haryana, India InvesTek Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    InvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management...

  • Portfolio Director of Sales

    7 days ago

    Gurgaon, Haryana, India Holiday Inn Express and Suites Full time ₹ 15,00,000 - ₹ 60,00,000 per year

    As Portfolio Director of Sales & Marketing you'll develop and implement strategies to ensure total revenue goals are achieved, sales and marketing strategies are set, tactical plans are created and implemented, and results are monitored and achieved across the hotels in the assigned SAMHI HOLIDAY INN EXPRESS portfolio of 12 hotels. The position will be based...

  • Wealth Head

    7 days ago

    Gurgaon, Haryana, India Bajaj Capital Ltd Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionBajaj Capital Ltd. is a trusted financial services company with over 60 years of experience helping clients protect and grow their wealth. We are committed to providing need-based financial solutions, building lifetime client relationships, and ensuring value through high-quality mentorship and research. Our diverse range of financial...

  • Wealth Manager

    1 week ago

    Gurgaon, Haryana, India FundTQ Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    Company DescriptionFundTQ is a premier investment banking firm, ranked among the top 5 in India. We are a team of seasoned professionals committed to delivering tangible financial impact and strategic growth for our clients. Our approach is performance-driven, focusing on executing transactions and driving measurable outcomes. We are built on trust,...

  • Service Manager

    1 week ago

    Gurgaon, Haryana, India Green Portfolio Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    About 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...