Key Responsibility Areas : - Responsible for Fund Performance (against peer and benchmark) - Assisting Head - Fixed Income/ Head PMS to take a conscious call on duration and credit rating, view on interest rates, economic scenario, liquidity conditions in debt markets - Taking investment decisions be it buy or sell (as per approvals of the client) either through primary market or the secondary market through interactions with brokers/intermediaries, company officials, market players, economists, credit research specialists, internet, and other sources - Deciding on credit exposures based on the limits issued by the EPFO with input from research giving due consideration to prudent investment limits as decided at EPFO level and internally from time to time. - Interacting with the client (EPFO) on regular basis - Responding to all the queries as and when raised by the EPFO regarding the fund and/ or underlying exposure or any such issue raised from time to time - Interacting with the concurrent auditors appointed by the EPFO - Preparing the reports as per requirement of the EPFO - Monitoring the portfolio and reviewing the performance of funds with Head - Fixed Income/ Head - PMS &amp;MD regularly - Presenting overview of funds managed to the Debt Steering Committee three to four times a year - Co-ordinating with Marketing to share knowledge on funds, schemes and portfolios, dividend schedules to help them with their marketing efforts. - Ensuring that various investment restrictions and other provisions relating to investments, laid down by EPFO Investment Guidelines, SEBI PMS regulations, Internal Audit are adhered to - Tracking corporate action in respect of the scripts held by the funds and coordinating with other departments to obtain requisite information regularly. - Monitoring company / sector performance, visiting companies (in co-ordination with DOSR), deciding on asset resource allocation &amp; stock selection with regard to all the funds managed by him/her Key Responsibility Areas : - Responsible for Fund Performance (against peer and benchmark) - Assisting Head - Fixed Income/ Head PMS to take a conscious call on duration and credit rating, view on interest rates, economic scenario, liquidity conditions in debt markets - Taking investment decisions be it buy or sell (as per approvals of the client) either through primary market or the secondary market through interactions with brokers/intermediaries, company officials, market players, economists, credit research specialists, internet, and other sources - Deciding on credit exposures based on the limits issued by the EPFO with input from research giving due consideration to prudent investment limits as decided at EPFO level and internally from time to time. - Interacting with the client (EPFO) on regular basis - Responding to all the queries as and when raised by the EPFO regarding the fund and/ or underlying exposure or any such issue raised from time to time - Interacting with the concurrent auditors appointed by the EPFO - Preparing the reports as per requirement of the EPFO - Monitoring the portfolio and reviewing the performance of funds with Head - Fixed Income/ Head - PMS &amp;MD regularly - Presenting overview of funds managed to the Debt Steering Committee three to four times a year - Co-ordinating with Marketing to share knowledge on funds, schemes and portfolios, dividend schedules to help them with their marketing efforts. - Ensuring that various investment restrictions and other provisions relating to investments, laid down by EPFO Investment Guidelines, SEBI PMS regulations, Internal Audit are adhered to - Tracking corporate action in respect of the scripts held by the funds and coordinating with other departments to obtain requisite information regularly. - Monitoring company / sector performance, visiting companies (in co-ordination with DOSR), deciding on asset resource allocation &amp; stock selection with regard to all the funds managed by him/her - Preparing &amp; present investment performance &amp; compliance related reports to the management, Board of UTI AMC &amp; UTI Trustee CO Ltd. as may be required. a) Professional/Industry Knowledge - Knowledge of the principles and practices of the financial marketplace pertaining to portfolio management, trading, accounting, analysis, and operations. Considerable skill in communicating and negotiating with Stock Exchange or to the financial community in institutional investment. b) Portfolio/Program Management - Ability to research or assist in developing investment policies and strategy implementation. c) Statistical Analysis and Reporting - Skill in measuring and evaluating portfolio performance. Ability to monitor progress against target and provide reports as required. d) Decision-Making - Ability to monitor missions to evaluate performance, identify problems, and take appropriate and timely recommendations to management to ensure decisions and implementation steps are taken on a timely basis. e) Negotiation - Ability to assist or participate in the negotiation process to ensure the most cost effective and beneficial terms for the portfolio. f) Communication - Ability to present information to individuals or groups. Ability to deliver presentations suited to the characteristics and needs of the audience. Ability to convey information clearly and concisely to groups or individuals either verbally or in writing to ensure that they understand the information and the message. Ability to listen and respond appropriately to others. Leading People - The ability to lead people towards achieving a new vision / goal. Leading the team through the transition by winning their trust, developing their abilities and inspiring confidence.

Mumbai

Others

 Fund Manager - Fixed Income - Banking/Mutual Fund 

 Fund Manager - Fixed Income - Banking/Mutual Fund  ,Job Description for  Fund Manager - Fixed Income - Banking/Mutual Fund  in Arin Consultancy Pvt. Ltd. in  Mumbai Others for (8-15) years of experience. Apply Now!

Job Description for  Fund Manager - Fixed Income - Banking/Mutual Fund  in Arin Consultancy Pvt. Ltd. in  Mumbai Others for (8-15) years of experience. Apply Now!