Job Description
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Introduction
To manage equity portfolios mandates for clients , designing models , creating and maintaining investment universe
What will you be doing?
The Portfolio manager takes responsibility of managing equity Mandates from clients on discretionary and Non-discretionary basis
Portfolio manager designs and runs equity models based on quantitative and qualitative parameters reviews and changes them on regular basis
Portfolio manager also supports Sales team to get new money into the Models/ strategies managed by him / her by way of joining them in sales calls and pitches
Portfolio manager runs his models/ strategies with in defined framework as per product notes and is responsible for implementation of all designed control functions.
What We’re Looking For
Equity investments experience (PMS, MF’s, Family offices)
Portfolio Management experience
Covered markets form more than 10- 12 years
Mba/ Ca/ Cfa (qualifications)
Skills that will help you in the role:
Understanding of macros, both domestic and global
Basic understanding of other asset classes lke debt, gold, currencies
Where will you be working?
Mumbai
Regulated Role This role is regulated by SEBI ( Securities exchange Board of India)
Be More at Barclays
At Barclays, each day is about being more – as a professional, and as a person. ‘Be More @ Barclays’ represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are
Introduction
To manage equity portfolios mandates for clients , designing models , creating and maintaining investment universe
What will you be doing?
The Portfolio manager takes responsibility of managing equity Mandates from clients on discretionary and Non-discretionary basis
Portfolio manager designs and runs equity models based on quantitative and qualitative parameters reviews and changes them on regular basis
Portfolio manager also supports Sales team to get new money into the Models/ strategies managed by him / her by way of joining them in sales calls and pitches
Portfolio manager runs his models/ strategies with in defined framework as per product notes and is responsible for implementation of all designed control functions.
What We’re Looking For
Equity investments experience (PMS, MF’s, Family offices)
Portfolio Management experience
Covered markets form more than 10- 12 years
Mba/ Ca/ Cfa (qualifications)
Skills that will help you in the role:
Understanding of macros, both domestic and global
Basic understanding of other asset classes lke debt, gold, currencies
Where will you be working?
Mumbai
Regulated Role This role is regulated by SEBI ( Securities exchange Board of India)
Be More at Barclays
At Barclays, each day is about being more – as a professional, and as a person. ‘Be More @ Barclays’ represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Manager| For Equities position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
