Finance Executive-Portfolio Manager(Equities

2 days ago


Coimbatore, Tamil Nadu, India vsupport solutions consultancy Full time

Job Title-Finance Executive-Portfolio Manager(Equities & International Investments)

Designation -Assistant Manager / Deputy Manager / Manager

Posting Location Coimbatore (Tamil Nadu)

Reports To Company Secretary

Experience- 3–5 years' experience in portfolio management, equity research, or investment advisory.

Budget -9,00,000 to 12,00,000 Per Annum

Communication Level Tamil / English / Hindi (Preferred)

Qualification MBA (Finance), CFA, CA or equivalent preferred

Technical Competencies Investment Strategy & Asset Allocation, Market Research & Equity

Analysis, Portfolio Monitoring & Performance Tracking, Risk

Management & Compliance, Trade Execution & Operations

Behavioural Competencies Leadership & Team Management, Collaboration & Cross-Functional

Coordination, Analytical Thinking & Problem-Solving,

Communication Skills

Responsibilities

Job Description – Portfolio Manager (Equities & International Investments)

The Portfolio Manager is responsible for managing and optimizing investments across domestic listed equities and

international markets.

The role focuses on research, risk management, asset allocation, and disciplined execution of investment strategies to

achieve superior risk-adjusted returns.

Key Responsibilities

1. Investment Strategy & Asset Allocation

Develop and implement investment strategies for Indian Listed equity and international portfolios.

Allocate capital across sectors, asset classes, and geographies based on risk-return objectives.

Periodically rebalance portfolios to maintain strategic allocation.

2. Market Research & Equity Analysis

Analyse listed companies for performance, valuation, sector trends, and growth potential.

Conduct global market research including macroeconomic trends, currency movements, and geopolitical risks.

Identify high-quality investment opportunities across markets.

3. Portfolio Monitoring & Performance Tracking

Track daily and periodic portfolio performance relative to benchmarks.

Evaluate risk exposures including market, sector, currency, and liquidity risks.

Recommend changes based on market developments and internal strategy.

4. Risk Management & Compliance

Implement risk control frameworks and diversification strategies.

Ensure compliance with SEBI, RBI, FEMA, and global investment guidelines.

Maintain thorough documentation of investment decisions and compliance procedures.

5. Trade Execution & Operations

Coordinate with brokers for timely and efficient trade execution.

Handle international trades, forex conversions, and settlement processes.

Maintain accuracy in transaction records and investment data.

Interested Candidates Send Your Profiles To

Reach Us At :

Job Category: Finance Executive-Portfolio Manager(Equities & International Investments)

Job Type: Full Time

Job Location: coimbatore

Industry: Manufacturing



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