Director - Direct Private Investment Specialist

Industry - Banking / Financial Services / Broking

Category - Finance

Skills - unlisted equities equity advisory private placement private equity

Job Type - Permanent

Job Description - Part of their India's discretionary portfolio management team, to manage equity portfolio(s) of clients on discretionary basis.

Client Details

Client is leading wealth management player in India with international parentage and global presence.

Description

Core Functional

- Part of the 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) internal 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

Profile

Personal and Social

- Good communication skills (verbal, written)

- Good collaboration skills

Professional and Technical

- 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

Job Offer

- Opportunity to work for a global player

- Opportunity to be a part of a vertical at an initial stage

Contact - Alok Kumar - +91 (0) 22 4236 3352

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