Portfolio Manager - Equities/Discretionary Domain

Leading MNC in India.

KEY FEATURES OF THE POSITION

Core Functional

- Part of the companies 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) 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

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

- Good communication skills (verbal, written)

- Good collaboration skills

Professional and Technical

- Approx. 10-15 years' 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

RANK APPLICABLE TO THE POSITION

- Rank: Will depend on candidates seniority.

REPORTING LINE

- Head Portfolio Management (Equities - Discretionary), India