Portfolio Management

19 hours ago

Mumbai, Maharashtra, India Destino Infotech Full time ₹ 1,20,00,000 - ₹ 1,60,00,000 per year

Candidates have to prepare the interview Questions:

1.) They have to pitch and show their current company product. 

2.) Candidate should be aware of his current incentive structure. 

3.) Candidate has to prepare about Equentis and their offering. 

4.) Candidates should be aware about the basic calculation. 

FOR SALARY ABOVE - 8 LPA + 4 LPA variable pay - NEED EXP IN Portfolio management funds (PMF) and (AIF) Alternative Investment Fund

PMS (Portfolio Management Services) are personalized investment portfolios managed for individual clients, while AIFs (Alternative Investment Funds) pool funds from multiple investors for unique strategies.

SALARY UPTO 5.5 LPA + 4 LPA variable pay  

Interview time- 11-4 pm

Experience : more than 2 years 

Location : Lower Parel East 

Mode of Interview - Face to Face (2 Rounds) 

Qualifications and Skills

  • Proven expertise in managing alternative investment funds (Mandatory skill).
  • Extensive experience in portfolio management funds with a track record of successful investment decisions (Mandatory skill).
  • Solid understanding of the investment landscape and trends, with the ability to make informed decisions (Mandatory skill).
  • Proficiency in data analysis to interpret financial data and market insights for strategic planning.
  • Exceptional stakeholder management skills to effectively communicate and align investment strategies with business goals.
  • Ability to develop and implement go-to-market strategies to optimize portfolio performance.
  • Competence in product lifecycle management to ensure efficient progression and return on investment.
  • Strong analytical and problem-solving skills combined with a keen eye for detail and risk assessment.

Roles and Responsibilities

  • Develop and execute strategic plans for portfolio management to maximize returns on investments.
  • Analyze financial data and market trends to identify potential investment opportunities and risks.
  • Manage relationships with key stakeholders to ensure alignment with investment objectives and strategies.
  • Implement go-to-market strategies for portfolio products to drive growth and value creation.
  • Monitor and assess the performance of portfolio investments and make recommendations for adjustments as needed.
  • Collaborate with cross-functional teams to support product lifecycle management and enhance portfolio offerings.
  • Prepare comprehensive reports and presentations to communicate portfolio performance and strategic insights to senior management.
  • Stay updated with industry trends and innovations to integrate best practices in portfolio management.

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