Portfolio Manager

Job Requirements

Job Requirements

Job Title:

Function/Department:

Sub-Function:

Role and responsibility: -

Investment strategy

• Define Investment strategy, asset allocation basis the prevailing market conditions
• Be up to date with Equity and Debt markets by going through investment reports/conceals
  

Product Selection

• Develop and manage the fund selection models
• Product Due diligence to understand the qualitative aspects of the products
  

Financial Planning and Wealth Protection

• Financial goal setting and planning and prepare investment proposals for the clients
• Asset allocation and Portfolio construction
• Portfolio review and rebalancing as and when required
• Engaging with Sales Team and help in product penetration via product and research support
  

Knowledge Requirement

• Knowledge of all the Asset classes – Equity, Fixed income, Structured Products, Real Estate, FX, Commodities and International Markets
• In depth knowledge Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.
• Knowledge of taxation implications for various investment products
• Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc
  

Behavioural Skills

• Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Networking Ability, Ability to work under time pressure and adhere to deadlines.
  

Technical (Software / IT Related) Skills

• Strong on Excel sheet and Presentation skills
  

Education:

Experience: -