1,328 Portfolio jobs in India
Investment Portfolio Manager
Eluru, Andhra Pradesh
beBeePortfolio
Posted today
Job Viewed
Job Description
Overview of the Role
We are looking for a skilled student intern to work on a Financial Analyst project. The ideal candidate will have a strong passion for financial markets and investment analysis.
This internship is designed to provide practical experience in investment analysis within a FinTech environment. As a Financial Analyst, you will be working on various projects that involve analysing securities, building valuation models, and developing investment strategies.
The key responsibilities of this internship include:
- Conduct fundamental analysis of stocks and bonds, including research into their performance metrics.
- Perform technical analysis of market trends, focusing on identifying patterns and making predictions.
- Build DCF and multiples-based valuation models to estimate the value of different asset classes.
- Develop custom valuation frameworks for different sectors, considering factors such as risk and return.
The end goal of this internship is to complete an end-to-end investment analysis project, including market research, security selection, portfolio construction, and performance evaluation.
Key Responsibilities and Deliverables
- Conduct macroeconomic analysis for market outlook and track regulatory changes affecting investments.
- Research sector and industry trends, focusing on identifying areas of growth and potential risks.
- Build yield models for fixed income securities and implement valuation methodologies for alternative investments.
- Develop asset allocation frameworks and create sector rotation strategies.
Requirements and Qualifications
Applicants should possess excellent analytical skills, strong attention to detail, and effective communication skills. They should also be proficient in data analysis tools and programming languages such as Python or R.
Experience with investment analysis software and tools is highly desirable, as well as knowledge of financial markets and instruments.
This advertiser has chosen not to accept applicants from your region.
0
Investment Portfolio Strategist
Vijayawada, Andhra Pradesh
beBeeInvestment
Posted today
Job Viewed
Job Description
Investment Analyst Internship
This internship is designed to provide practical exposure to investment advisory, portfolio construction and risk analysis. You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.
- Key Responsibilities:
- Analyzing client interaction and investment strategies.
- Supporting the creation of pitch books and investment presentations for clients.
- Presenting market data insights for portfolio recommendations.
- Participating in mock client meetings to develop communication skills.
- Financial Research & Analysis:
- Conducting fundamental and technical analysis of equities and alternative investments.
- Understanding debt securities and yield to maturity (YTM) calculations.
- Comparing investment options such as corporate bonds, NCDs and mutual funds.
- Portfolio & Risk Management:
- Developing portfolio allocation strategies.
- Using AI-powered risk profiling tools to understand individual behavioural biases.
- Creating a virtual portfolio of assets with near live price feeds and comparing it to target asset allocation suggested through AI-powered risk profiling.
- Technical & AI-Driven Financial Tools:
- Lear ning about artificial intelligence in portfolio management.
- Working on Virtual Risk Analyser and Virtual Portfolio Analyser.
- Capstone Project:
- Preparing an investment proposal for a client including:
- Portfolio allocation recommendations.
- Long-term macroeconomic outlook.
- Security/fund selection and justification.
Benefits:
- A chance to learn from experienced professionals in the field.
- A platform to build your network and connections in the industry.
- The opportunity to create a real-world project that can be showcased in your portfolio.
What We Offer:
- Hands-on training in investment advisory and portfolio management.
- Access to cutting-edge financial tools and technologies.
- A collaborative and supportive team environment.
This advertiser has chosen not to accept applicants from your region.
1
Senior Investment Portfolio Manager
682001 Kochi, Kerala
₹140000 Annually
WhatJobs
Posted 10 days ago
Job Viewed
Job Description
Our client, a distinguished financial institution, is actively seeking a highly experienced and accomplished Senior Investment Portfolio Manager to join their dynamic team in Kochi, Kerala, IN . This senior position requires a deep understanding of financial markets, investment strategies, and risk management principles to oversee and grow a portfolio of high-value assets. You will be responsible for developing and implementing investment strategies tailored to client objectives, conducting thorough market research and analysis, and making informed investment decisions across various asset classes, including equities, fixed income, and alternative investments. The ideal candidate will possess exceptional analytical and quantitative skills, with a proven track record of achieving superior risk-adjusted returns. Key responsibilities include constructing and managing investment portfolios, monitoring market trends and economic indicators, conducting due diligence on potential investments, and providing expert advice to clients. You will also play a crucial role in client relationship management, building trust and ensuring client satisfaction. This hybrid role requires a balance of in-office collaboration for team meetings and client strategy sessions, along with flexible remote work for in-depth market analysis and portfolio management. A Bachelor's or Master's degree in Finance, Economics, or a related field, along with relevant certifications such as CFA (Chartered Financial Analyst), is essential. A minimum of 7 years of progressive experience in investment management or portfolio management is mandatory. If you are a results-driven finance professional with a passion for wealth creation and a commitment to excellence, we invite you to apply and make a significant contribution to our clients' financial success.
This advertiser has chosen not to accept applicants from your region.
2
Remote Investment Portfolio Manager
122001 Gurgaon, Haryana
₹1500000 Annually
WhatJobs
Posted 13 days ago
Job Viewed
Job Description
Our client, a forward-thinking financial services firm, is looking for a highly skilled and analytical Remote Investment Portfolio Manager to join their distributed team. This position offers the flexibility of a fully remote work environment, allowing you to manage investment portfolios from anywhere. You will be responsible for developing and executing investment strategies, conducting in-depth market research, and making informed decisions to maximize returns for clients while managing risk. The ideal candidate possesses a strong understanding of financial markets, various asset classes, and sophisticated portfolio management techniques. Excellent communication and analytical skills are crucial for collaborating with clients and internal teams in a virtual setting. Responsibilities include: Developing, implementing, and monitoring investment strategies tailored to client objectives; Conducting thorough research and analysis of financial markets, economic trends, and specific securities; Making buy/sell recommendations and executing trades; Managing risk exposure and ensuring compliance with regulatory requirements; Building and maintaining strong relationships with clients, providing regular performance updates; Preparing detailed investment reports and presentations; Staying current with industry developments and investment best practices; Utilizing portfolio management software and financial modeling tools. A Master's degree in Finance, Economics, or a related field, along with a CFA charter or equivalent, is strongly preferred. Minimum of 5 years of experience in portfolio management or investment analysis is required. Proven experience in managing diverse portfolios (equities, fixed income, alternatives) and a track record of achieving investment objectives are essential. This is an excellent opportunity for a dedicated professional to excel in a remote-first environment.
This advertiser has chosen not to accept applicants from your region.
3
Portfolio Analyst
Hyderabad, Andhra Pradesh
Amgen
Posted today
Job Viewed
Job Description
**Join Amgen's Mission of Serving Patients**
At Amgen, if you feel like you're part of something bigger, it's because you are. Our shared mission-to serve patients living with serious illnesses-drives all that we do.
Since 1980, we've helped pioneer the world of biotech in our fight against the world's toughest diseases. With our focus on four therapeutic areas -Oncology, Inflammation, General Medicine, and Rare Disease- we reach millions of patients each year. As a member of the Amgen team, you'll help make a lasting impact on the lives of patients as we research, manufacture, and deliver innovative medicines to help people live longer, fuller happier lives.
Our award-winning culture is collaborative, innovative, and science based. If you have a passion for challenges and the opportunities that lay within them, you'll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career.
**What you will do**
Let's do this. Let's change the world. The Portfolio Analyst position offers a unique opportunity to join a fun, innovative engineering team within the Enterprise Data Strategy and Engineering (EDSE) organization. You'll work on building next-generation capabilities and services in Data and AI using innovative open-source software, frameworks, tools, and cloud computing services. The role also emphasizes demonstrating these capabilities to support critical business operations and initiatives, ensuring alignment with organizational priorities.
As a Portfolio Analyst, for business performance, you will monitor departments performance looking at various projects and providing the updates.
You will get connected with different teams: engineering, product, project management etc. to understand and report the performance.
Business Performance reporting:
+ Monitor and track financials for the department.
+ Monitor and track org performance.
+ Help to present and communicate to leadership with weekly, monthly and quarterly reports for performance.
Data analysis and Provide insights
+ Help leadership team with insights into gaps and area of improvement for business performance.
Stakeholder communications
+ Communicate various updates to leadership and other teams.
**What we expect of you**
+ Master's degree and 5 to 7 years of Information Systems experience OR
+ Bachelor's degree and 6 to 8 years of Information Systems experience OR
+ Diploma and 10 to 12 years of Information Systems experience
+ 5-7 years of experience in a business performance role.
**Basic Qualifications:**
+ Understanding of different KPIs/metrics (operational, projects and financials) and ability to track, monitor and report those.
+ Past experiencefinancial analysis creating forecasting models and dashboards to track finances overall of department and of individual projects.
+ Excellent excel and presentation skills.
+ Good analytical skills.
+ Proficiency with data tools (e.g. excel, power bi, Tableau etc)
+ Experience in communication and presentation to leadership.
+ Excellent stakeholder management skills.
+ Excellent communication and social skills, with the ability to work collaboratively with different teams.
**Preferred Qualifications:**
+ Ability to work effectively across matrixed organizations and lead in collaboration.
+ Passion for technology and customer success, particularly in driving innovative AI and data solutions.
+ Familiarity with biotech/pharma is beneficial.
**Soft Skills:**
+ Excellent analytical and solving skills.
+ Ability to work effectively with global, virtual teams
+ High degree of initiative and self-motivation.
+ Ability to handle multiple priorities successfully.
+ Team-oriented, with a focus on achieving team goals
+ Strong presentation and public speaking skills.
**What you can expect of us**
As we work to develop treatments that take care of others, we also work to care for your professional and personal growth and well-being. From our competitive benefits to our collaborative culture, we'll support your journey every step of the way.
In addition to the base salary, Amgen offers competitive and comprehensive Total Rewards Plans that are aligned with local industry standards.
**Apply now**
**for a career that defies imagination**
Objects in your future are closer than they appear. Join us.
**careers.amgen.com**
As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients. Together, we compete in the fight against serious disease.
Amgen is an Equal Opportunity employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other basis protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
At Amgen, if you feel like you're part of something bigger, it's because you are. Our shared mission-to serve patients living with serious illnesses-drives all that we do.
Since 1980, we've helped pioneer the world of biotech in our fight against the world's toughest diseases. With our focus on four therapeutic areas -Oncology, Inflammation, General Medicine, and Rare Disease- we reach millions of patients each year. As a member of the Amgen team, you'll help make a lasting impact on the lives of patients as we research, manufacture, and deliver innovative medicines to help people live longer, fuller happier lives.
Our award-winning culture is collaborative, innovative, and science based. If you have a passion for challenges and the opportunities that lay within them, you'll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career.
**What you will do**
Let's do this. Let's change the world. The Portfolio Analyst position offers a unique opportunity to join a fun, innovative engineering team within the Enterprise Data Strategy and Engineering (EDSE) organization. You'll work on building next-generation capabilities and services in Data and AI using innovative open-source software, frameworks, tools, and cloud computing services. The role also emphasizes demonstrating these capabilities to support critical business operations and initiatives, ensuring alignment with organizational priorities.
As a Portfolio Analyst, for business performance, you will monitor departments performance looking at various projects and providing the updates.
You will get connected with different teams: engineering, product, project management etc. to understand and report the performance.
Business Performance reporting:
+ Monitor and track financials for the department.
+ Monitor and track org performance.
+ Help to present and communicate to leadership with weekly, monthly and quarterly reports for performance.
Data analysis and Provide insights
+ Help leadership team with insights into gaps and area of improvement for business performance.
Stakeholder communications
+ Communicate various updates to leadership and other teams.
**What we expect of you**
+ Master's degree and 5 to 7 years of Information Systems experience OR
+ Bachelor's degree and 6 to 8 years of Information Systems experience OR
+ Diploma and 10 to 12 years of Information Systems experience
+ 5-7 years of experience in a business performance role.
**Basic Qualifications:**
+ Understanding of different KPIs/metrics (operational, projects and financials) and ability to track, monitor and report those.
+ Past experiencefinancial analysis creating forecasting models and dashboards to track finances overall of department and of individual projects.
+ Excellent excel and presentation skills.
+ Good analytical skills.
+ Proficiency with data tools (e.g. excel, power bi, Tableau etc)
+ Experience in communication and presentation to leadership.
+ Excellent stakeholder management skills.
+ Excellent communication and social skills, with the ability to work collaboratively with different teams.
**Preferred Qualifications:**
+ Ability to work effectively across matrixed organizations and lead in collaboration.
+ Passion for technology and customer success, particularly in driving innovative AI and data solutions.
+ Familiarity with biotech/pharma is beneficial.
**Soft Skills:**
+ Excellent analytical and solving skills.
+ Ability to work effectively with global, virtual teams
+ High degree of initiative and self-motivation.
+ Ability to handle multiple priorities successfully.
+ Team-oriented, with a focus on achieving team goals
+ Strong presentation and public speaking skills.
**What you can expect of us**
As we work to develop treatments that take care of others, we also work to care for your professional and personal growth and well-being. From our competitive benefits to our collaborative culture, we'll support your journey every step of the way.
In addition to the base salary, Amgen offers competitive and comprehensive Total Rewards Plans that are aligned with local industry standards.
**Apply now**
**for a career that defies imagination**
Objects in your future are closer than they appear. Join us.
**careers.amgen.com**
As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients. Together, we compete in the fight against serious disease.
Amgen is an Equal Opportunity employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other basis protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
This advertiser has chosen not to accept applicants from your region.
4
Multi Asset Portfolio Management, Portfolio Management Group, Associate
Gurgaon, Haryana
BlackRock
Posted today
Job Viewed
Job Description
**About this role**
**Team Overview:**
The Americas Foundation, Endowment, Healthcare and Family Office (FOFEH) team within the MASS business constructs and manages active asset allocation strategies and Outsourced Chief Investment Officer (OCIO) solutions using Blackrock and third-party managers across public and private markets. In OCIO, we serve as an extension of the client's staff, partnering on asset allocation, manager selection, tactical investments, and private market portfolio construction and allocations, among other services. We seek to help our clients achieve their missions through better investment performance, scale, and efficiency, packaged inside of a deep partnership. OCIO is a focus area for growth and is a key firm priority.
**Role Description, Responsibilities & Qualifications:**
This role offers a unique blend of client-facing engagement and multi-asset portfolio management. The Team is looking for a motivated individual to play a key role owning and supporting many phases of our investment process - both for existing clients and to help win new clients. This individual will contribute to research and analysis, create engaging investment content, present analyses to our clients, and find ways to improve efficiency and timeliness of deliverables, This is a great opportunity for someone with deep investment interest, a resourceful problem solver, strong communication and quantitative skills. The role is on a dynamic and entrepreneurial team, offers exposure to multi-asset investing (including alternatives), and involves working closely with team members, institutional account managers, and end clients.
**Responsibilities:**
+ Be accountable for, own, and support the creation and delivery of customized investment solutions to current and prospective OCIO clients, including work on strategic asset allocations, portfolio construction, manager blending, and private markets allocations for clients and prospects.
+ Develop an in-depth knowledge of the full suite of solutions offered by BlackRock and third-party managers across public and private markets.
+ Engage with internal teams throughout BlackRock to address investment and reporting challenges.
+ Lead projects (client and research) and sections of client meetings as well as partner with more senior and more junior team members on the planning and execution of client materials.
+ Play a prominent role in RFPs and pitch materials to contribute to business growth.
+ Contribute to product design as well as the improvement of existing product offerings and servicing.
+ Understand and contextualize the broader themes, trends, and competitive landscape for U.S. endowment, foundation, family office, and healthcare systems and the broader OCIO market.
+ Build and maintain positive relationships with clients, the FOFEH team, and key partner teams.
+ Work with our New York, San Francisco, and Gurgaon based team members to grow and scale the business and optimally service clients.
**Qualifications:**
+ Familiarity with asset classes and institutional investment strategies across equity, fixed income and alternatives (including private markets) alongside an understanding of multi-asset asset allocation, portfolio construction, risk and performance measurement.
+ A keen interest and curiosity in markets, economics, current affairs, and global mega trends.
+ Excellent written and verbal communication skills; able to connect with different audiences (internally and externally), adapt style of communication, and articulate sophisticated concepts simply.
+ Strong problem-solving and analytical skills; comfortable building and working on quantitative analyses as well as understanding and working through new client and investment challenges.
+ Organized, able to manage multiple projects, and diligent, with the ability to take initiative, prioritize effectively, multi-task efficiently and adapt to new situations in a fast-paced environment.
+ Self-motivated individual with a proactive attitude, strong work ethic, and professional demeanor.
+ Great teammate who takes a collaborative and cooperative approach but can also work independently.
+ Tools: Expertise in modelling using Excel. Proficient in PowerPoint for developing customized client materials. Experience with visualization and dashboarding tools like tableau/PowerBI and/or experience in coding languages (Python, VBA, etc.) would be a plus.
+ 3-5 years of asset management experience involving client-facing communication, risk analysis, portfolio construction, performance analysis and/or investment research.
+ Degree or equivalent higher-level qualification and proven record of academic achievement. Achievement of CFA/CAIA/FRM or equivalent qualifications preferred.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
**Team Overview:**
The Americas Foundation, Endowment, Healthcare and Family Office (FOFEH) team within the MASS business constructs and manages active asset allocation strategies and Outsourced Chief Investment Officer (OCIO) solutions using Blackrock and third-party managers across public and private markets. In OCIO, we serve as an extension of the client's staff, partnering on asset allocation, manager selection, tactical investments, and private market portfolio construction and allocations, among other services. We seek to help our clients achieve their missions through better investment performance, scale, and efficiency, packaged inside of a deep partnership. OCIO is a focus area for growth and is a key firm priority.
**Role Description, Responsibilities & Qualifications:**
This role offers a unique blend of client-facing engagement and multi-asset portfolio management. The Team is looking for a motivated individual to play a key role owning and supporting many phases of our investment process - both for existing clients and to help win new clients. This individual will contribute to research and analysis, create engaging investment content, present analyses to our clients, and find ways to improve efficiency and timeliness of deliverables, This is a great opportunity for someone with deep investment interest, a resourceful problem solver, strong communication and quantitative skills. The role is on a dynamic and entrepreneurial team, offers exposure to multi-asset investing (including alternatives), and involves working closely with team members, institutional account managers, and end clients.
**Responsibilities:**
+ Be accountable for, own, and support the creation and delivery of customized investment solutions to current and prospective OCIO clients, including work on strategic asset allocations, portfolio construction, manager blending, and private markets allocations for clients and prospects.
+ Develop an in-depth knowledge of the full suite of solutions offered by BlackRock and third-party managers across public and private markets.
+ Engage with internal teams throughout BlackRock to address investment and reporting challenges.
+ Lead projects (client and research) and sections of client meetings as well as partner with more senior and more junior team members on the planning and execution of client materials.
+ Play a prominent role in RFPs and pitch materials to contribute to business growth.
+ Contribute to product design as well as the improvement of existing product offerings and servicing.
+ Understand and contextualize the broader themes, trends, and competitive landscape for U.S. endowment, foundation, family office, and healthcare systems and the broader OCIO market.
+ Build and maintain positive relationships with clients, the FOFEH team, and key partner teams.
+ Work with our New York, San Francisco, and Gurgaon based team members to grow and scale the business and optimally service clients.
**Qualifications:**
+ Familiarity with asset classes and institutional investment strategies across equity, fixed income and alternatives (including private markets) alongside an understanding of multi-asset asset allocation, portfolio construction, risk and performance measurement.
+ A keen interest and curiosity in markets, economics, current affairs, and global mega trends.
+ Excellent written and verbal communication skills; able to connect with different audiences (internally and externally), adapt style of communication, and articulate sophisticated concepts simply.
+ Strong problem-solving and analytical skills; comfortable building and working on quantitative analyses as well as understanding and working through new client and investment challenges.
+ Organized, able to manage multiple projects, and diligent, with the ability to take initiative, prioritize effectively, multi-task efficiently and adapt to new situations in a fast-paced environment.
+ Self-motivated individual with a proactive attitude, strong work ethic, and professional demeanor.
+ Great teammate who takes a collaborative and cooperative approach but can also work independently.
+ Tools: Expertise in modelling using Excel. Proficient in PowerPoint for developing customized client materials. Experience with visualization and dashboarding tools like tableau/PowerBI and/or experience in coding languages (Python, VBA, etc.) would be a plus.
+ 3-5 years of asset management experience involving client-facing communication, risk analysis, portfolio construction, performance analysis and/or investment research.
+ Degree or equivalent higher-level qualification and proven record of academic achievement. Achievement of CFA/CAIA/FRM or equivalent qualifications preferred.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
This advertiser has chosen not to accept applicants from your region.
5
Remote Senior Investment Portfolio Manager
302001 Jaipur, Rajasthan
₹250000 Annually
WhatJobs
Posted 2 days ago
Job Viewed
Job Description
Our client, a leading financial institution, is seeking a highly accomplished and strategic Senior Investment Portfolio Manager to join their elite remote team. This role is pivotal in managing and growing investment portfolios for a diverse clientele, demanding a sophisticated understanding of financial markets, investment strategies, and risk management. As a Senior Portfolio Manager, you will be responsible for asset allocation, security selection, performance monitoring, and client relationship management, all executed remotely. You will leverage advanced financial modeling tools, market research, and your extensive experience to achieve optimal investment outcomes and client satisfaction. This is an exceptional opportunity to work with a globally recognized firm that champions a remote-first work culture, offering unparalleled flexibility and professional growth. The ideal candidate possesses a strong analytical acumen, a proven track record of successful portfolio management, and the ability to articulate complex financial concepts clearly and concisely.
Key Responsibilities:
Key Responsibilities:
- Develop and implement investment strategies aligned with client objectives, risk tolerance, and market conditions.
- Manage and oversee a portfolio of diverse investment assets, including equities, fixed income, alternatives, and derivatives.
- Conduct in-depth market research, economic analysis, and security valuation to identify investment opportunities.
- Perform rigorous risk assessment and implement hedging strategies to protect portfolio value.
- Monitor portfolio performance, analyze deviations, and implement timely adjustments.
- Build and maintain strong relationships with clients, providing regular updates, insights, and financial advice.
- Collaborate effectively with internal teams, including research analysts, traders, and compliance officers, in a remote setting.
- Stay informed about regulatory changes and ensure all investment activities comply with relevant laws and internal policies.
- Prepare detailed investment reports, performance reviews, and strategic recommendations for clients and management.
- Contribute to the development of new investment products and services.
- Mentor junior portfolio managers and analysts, sharing expertise and best practices.
- Master's degree in Finance, Economics, Business Administration, or a related quantitative field. CFA designation is highly preferred.
- 7+ years of progressive experience in investment management, portfolio management, or financial analysis.
- Proven track record of successfully managing and growing investment portfolios, meeting or exceeding performance benchmarks.
- Deep understanding of financial markets, investment instruments, and portfolio theory.
- Proficiency in financial modeling, valuation techniques, and statistical analysis.
- Experience with portfolio management software and trading platforms.
- Excellent analytical, critical thinking, and problem-solving skills.
- Strong communication, presentation, and client relationship management skills.
- Ability to work independently, manage multiple priorities, and thrive in a fully remote environment.
- High ethical standards and a commitment to fiduciary responsibility.
- A reliable high-speed internet connection and a dedicated, professional home office setup are essential.
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Portfolio Jobs in India !
6
Portfolio Manager
Mumbai, Maharashtra
Fionics
Posted 1 day ago
Job Viewed
Job Description
Systematic Portfolio Manager - India/Remote
40+ systematic funds/ prop firms seeking experienced PMs. Immediate openings.
What you'll do:
- Manage systematic portfolios across asset classes
- Own P&L responsibility and risk management
- Develop and implement quantitative strategies
Requirements:
- 4+ years systematic PM experience
- Proven alpha generation track record
Our network:
Pay: $300K-$5M+ based on experience
Locations: India, Remote
Splits: 30-70% profit participation available
From emerging systematic managers to established multi-billion funds.
Ready for your next move? Apply now for confidential discussions.
This advertiser has chosen not to accept applicants from your region.
7
Portfolio Manager
Mumbai, Maharashtra
Equirus
Posted 1 day ago
Job Viewed
Job Description
Qualification:
MBA (Finance), CA, CFA, or equivalent professional qualifications.
Experience:
6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.
Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.
Roles & Responsibilities:
Equity Research & Advisory
- Lead the Direct Equities desk, overseeing idea generation, sectoral/thematic research, and stock recommendations tailored to PCG clients.
- Develop and monitor model portfolios, investment strategies, and tactical calls for HNI/UHNI clients.
- Ensure research coverage is client-centric, differentiated, and actionable.
- Guide research analysts in producing high-quality reports and market insights.
Client Portfolio Strategy
- Provide direct equities portfolio advisory to relationship managers and clients.
- Conduct periodic portfolio reviews and performance assessments.
- Identify market opportunities across large-cap, mid-cap, and emerging sectors aligned to client objectives and risk profiles.
- Drive adoption of long-term equity investing discipline while balancing tactical opportunities.
Business Growth & P&L Ownership
- Portfolio Manager - Direct Equities PCG will be responsible for the profitability of the business unit, ensuring sustainable growth in AUM and revenues.
- Work closely with PCG Relationship Managers, Sales, and Product teams to expand client penetration in direct equities.
- Monitor and optimize equity advisory revenues (brokerage, advisory fees, PMS/structured equity solutions, etc.)
Team Leadership
- Lead a team of equity strategists, research analysts, and product specialists.
- Provide training and mentoring to Relationship Managers to strengthen direct equity advisory capabilities.
- Build a high-performance culture focused on client outcomes and research excellence.
Compliance & Risk Management
- Ensure compliance with SEBI and other regulatory guidelines on research, advisory, and client communications.
- Establish robust risk management frameworks for stock selection and portfolio recommendations.
- Maintain the highest standards of governance, ethics, and transparency in equity
This advertiser has chosen not to accept applicants from your region.
8
Portfolio Manager
Mumbai, Maharashtra
AAA Global
Posted 1 day ago
Job Viewed
Job Description
We are a leading quant trading firm based in Mumbai, focused on building cutting-edge trading strategies across global markets. We’re looking for a Portfolio Manager (MFT) to lead and scale medium-frequency strategies with full autonomy and capital allocation.
Role: Portfolio Manager – MFT
Key Responsibilities:
- Develop, implement, and manage medium-frequency systematic trading strategies
- Conduct research using large datasets to identify alpha signals
- Manage full trade lifecycle: signal generation, execution, risk management, and performance optimization
- Collaborate with quant researchers, developers, and execution teams
- Continuously monitor strategy performance and refine models
Requirements:
- 3+ years of experience managing medium-frequency strategies (holding period: minutes to hours)
- Proven, profitable track record with live capital
- Strong programming skills in Python/C++ and experience working with market data
- Deep understanding of market microstructure and statistical modeling
- Self-driven with the ability to work in a fast-paced, research-driven environment
What We Offer:
- Competitive payout structure
- Access to proprietary infrastructure and capital
- Tech-first environment with strong research support
- Collaborative and high-performance culture
This advertiser has chosen not to accept applicants from your region.
9