Finance Executive - Portfolio Manager

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.
• Leadership & Team Management, Collaboration & Cross-Functional
• Coordination, Analytical Thinking & Problem-Solving, Communication Skills

• 3-5 years experience in portfolio management, equity research, orinvestment advisory.