Portfolio Manager

IDFC FIRST Bank


Date: 22 hours ago
City: Delhi, Delhi
Contract type: Full time
Job Requirements

Job Title: Investment Portfolio Manager

Function/Department: Wealth Management and Private Banking

Sub-Function: Investment Portfolio Manager – Wealth Management

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: -

Graduation: - Any Graduate

Postgraduate: - MBA/ PGDM in Finance

Experience: - 05 to 10 Years of Experience.

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