Portfolio Manager

The Portfolio Manager is responsible for managing and overseeing a diverse portfolio consisting of Equities, Fixed Income, Private Equity, and Forex, ensuring alignment with the desired asset allocation policy and current economic conditions. Key Responsibilities • Knowledge in identifying investment ideas / global themes across asset classes. Analyze and evaluate investment opportunities, producing clear investment recommendations • Tracking market trends across equity, alternatives, and credit markets worldwide and advising the team on sector/country allocation for all products in line with asset allocation strategy • Stay up to date with financial market developments, consider the implications of these market movements on the Fund’s future investment activities, and make an informed decision regarding the allocation of the investment resources for the managed portfolio • Select the appropriate investment opportunities by utilizing the analysis, research, and due diligence reports of investment management firms, banks, and other external financial institutions to identify the appropriate investment allocation • Regularly review, recommend, and rebalance investment portfolios as per the review mechanism prescribed by the Company • Closely track the performance of trade recommendations issued to the investment team to ensure proactive management of the same • Managing and monitoring end to end Family Office Banking relationships Qualifications and skills • A bachelor’s degree in business/ finance / economics from a reputed university • Master’s degree or/and MBA and/or CFA/CA is a preferred • Experience of at least 5+ years in investment management with a Family Office/Asset Manager/Investment Consulting/Wealth Manager • Understanding of asset classes Equity, Debt, Alternates, Real Estate, Forex • Understanding of Products and instruments like stocks, bonds, funds, Structured Products, Private Equity, and Real Estate Show more Show less

A bachelor’s degree in business/ finance / economics from a reputed university. Master’s degree or/and MBA and/or CFA/CA is a preferred. Experience of at least 5+ years in investment management with a Family Office/Asset Manager/Investment Consulting/Wealth Manager. Understanding of asset classes Equity, Debt, Alternates, Real Estate, Forex. Understanding of Products and instruments like stocks, bonds, funds, Structured Products, Private Equity, and Real Estate.

Identify investment ideas and global themes across asset classes; analyze and evaluate investment opportunities and produce clear investment recommendations. Track market trends across equity, alternatives, and credit markets worldwide and advise on sector/country allocation to align with asset allocation strategy. Stay updated on financial market developments and consider implications for the fund’s investment activities and resource allocation. Select investment opportunities using analysis, research, and due diligence reports from investment management firms, banks, and other external institutions. Regularly review, recommend, and rebalance investment portfolios as per company procedures. Monitor the performance of trade recommendations and ensure proactive management. Manage and monitor end-to-end Family Office banking relationships.