Director - Portfolio Management - wealth management firm

Category - Finance

Skills - portfolio management investments asset management financial analysis

Job Type - Permanent

Job Description - This position is a part of Markets IWMS India - Portfolio Management.

Client Details

Client is leading wealth management player in India with international parentage and global presence.

Description :

Core Functional :

- Part of the India's discretionary portfolio management team, to manage equity portfolio(s) of clients on discretionary basis

- Working closely with the Head Portfolio Management (Equities), as well as Analysts, on the formulation and implementation of investment strategy, model portfolios, etc.

- Performing day-to-day duties of a portfolio manager, with respect to deployment of investor monies, monitoring portfolios, executing changes in portfolios, etc.

- Issuing portfolio management communications (internal / external) from time to time

- Ensuring compliance with portfolio management guidelines and regulations

Client Management (internal & external)

- Working closely with RMs, Team Heads and Business Heads for business development, demand generation, etc.

- Active contribution in India Investment Committee meetings

- Doing calls / meetings with clients, as and when needed

Regulatory Responsibilities &/OR Risk Management :

- Ensure regular monitoring of portfolio and compliance with (a) regulations (b) internal investment management guidelines

- Ongoing coordination with Operations and services with respect to deployment of client monies, reporting, etc.

- Liaise with Risk Management to ensure adherence with risk controls and other governance matters

Profile :

Personal and Social:

- Good communication skills (verbal, written)

- Good collaboration skills

Professional and Technical:

- 10-15 year's experience

- Strong fundamental knowledge of Indian equity markets and individual companies

- Should have adequate and relevant experience in equity portfolio management and/or equity research

- Strong analytical skills, proficiency with MS Word, Excel, Power Point

Job Offer :

- Opportunity to work for a global player

- Opportunity to be a part of a vertical at an initial stage

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4236 3216.

Contact - Somaira Khan - +91 22 4236 3216

The Apply Button will redirect you to website. Please apply there as well.