10 Portfolio Manager Jobs

Be involved in projects related to AIF & other product launches Liaise with SEZ, IFSCA & other stakeholders Assess changing regulations Work with the Compliance Officer Required Candidate profile CA/CS/or MBA with 8-15 years of work experience as an investment professional Min 5 yrs of exp.in the securities market /financial products in a portfolio manager, broker dealer, fund management

Role & responsibilities Implement and monitor the investment strategy of the fund based on fundamental analysis. Manage a team of equity analysts and perform research on the investments in mainly large cap stocks. Meeting the management of the companies/industry experts for understanding of the businesses Good networking within industry Assisting audit and compliance related to Investment department This position is related to Indian markets and the candidate should have about 15 years of relevant experience (at least 10yrs of buy side experience) of Indian markets only.

External job description Amazon strives to be Earth's most customer-centric company. Amazon's evolution from Web site to e-commerce partner to development platform is driven by the spirit of innovation that is part of the company's DNA. The world's brightest minds come to Amazon to research and develop technology that improves the lives of shoppers, developers, publishers and sellers around the world. Amazons vision is to offer the earth’s largest selection and lowest prices to our customers. Amazon seeks a Payroll Portfolio Manager to join our expanding Finance Operations (FinOps) Payroll Transformation (PT) team. FinOps is looking for a driven Portfolio Manager to drive the prioritization, assessment, customer and partner engagements to manage Payroll Transformations portfolio. The role will work closely with internal stakeholders to ensure that requests are triaged through a single intake and portfolio management process, keeping the process as customer focused and simple as possible whilst providing critical data points to enable prioritisation, resource planning and capacity management, and reporting. This is an exciting opportunity to join an area which touches every aspect of Amazon’s wide range of businesses and is an enabler in ensuring Amazon continue to be the world’s most customer centric organisation. Key job responsibilities Responsibilities include but are not limited to: • Develop an in-depth understanding of Amazon’s payroll products, business models, payroll architecture and global operations supporting the end-to-end Payroll function and supporting processes. • Accountable for defining, reporting, and orchestrating decision-making to deliver Payroll portfolio and priorities at global level. • Drives the prioritization of projects that best contribute to accomplishing shared leadership goals with Payroll Operations and partner teams based on risks, business goals, benefits/returns, dependencies with other projects and programs, resource and skill availability. • Develops and executes qualitative and quantitative techniques such as ranking models and scoring methods to make project prioritization decisions. • Works with internal partners in performing impact assessment, identifying project dependencies and obtaining confirmation that all technology and resource dependencies are committed to aid in prioritization. • Evaluates demands and articulates with senior leaders the impacts and requirements to meet the demands. • Works with internal Payroll functions, Payroll Operations, and other partners to deliver opportunities and manage dependencies with other portfolios, programs and projects. • Builds and manages governance model for all programs and projects of the portfolio. Review benefits/ROI performance, schedule performance, quality performance, and risk/issues status and recommend strategic approach/solutions. • Create and manage contingency plan using historical data, skills available and gaps, resource capacity, and lead the organization on the right path. • Build trust by owning stakeholder and management reporting and communications structure. Build and support critical relationships with internal and external customers and business partners. • Be the single point of contact for Payroll functional teams, their stakeholders and partners. • Partner with global payroll operations, partnering teams, and business line owners to bring pay impacting issues on a central platform, understand these concerns and facilitate partnership between POCs to address and resolve these problems. • Deliver programs/projects and implement a comprehensive change management strategy to integrate changes between upstream processes and payroll operations. • Continuously review projects to ensure they are aligned with the business objectives and benefits/returns are not negatively impacted using cost-benefit-risk analysis. • Create and report metrics on forecast, project completions, reschedules, benefit realization and returns. • Coordinate with other Portfolio and Program managers in the prioritization, portfolio planning, tollgate reviews, and have visibility on the end-to-end project lifecycle. Serve as Payroll portfolio and business partner interface with Payroll Operations and other partner teams. • Develop, execute, and drive continuous improvement of Payroll’s prioritization, portfolio/program governance management mechanisms. Basic qualifications 4+ years of finance or a related analytical field experience Preferred qualifications 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience MBA, or CPA Knowledge of Tableau Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)

Role & responsibilities Good experience in the investment management industry with an undergraduate degree from an accredited college or university Education and/or work experience relating to investment research/portfolio management, portfolio attribution Portfolio performance attribution and risk management/measurement skills/experience including FactSet, Bloomberg and Morningstar Direct or similar is required Interaction with Investments/Portfolio Managers is paramount where they can position our funds/performance well Strong analytical and quantitative skills including ability to generate spreadsheets and related reports for data analysis and interpretation Excellent communication and prioritization skills as well as high attention to detail to manage multiple initiatives and key projects in a time sensitive environment CFA, CIMA, CIPM or FRM required

Source new clients in/ Large corporate segment, analyze financial data of the prospective clients (hence balance sheet analysis, ratio analysis, CMA preparation etc) and then put up the proposal to the sanctioning authority would be tested. Adding good quality new customers to the company to grow Sourcing deals in debt financing of Startups and Corporates Meeting business targets both by volume and revenue and customer number Handling end-to-end activities from acquisition to analysis to presentation of new business cases, get them approved from Credit/risk/compliance and seamless drawdown Owning the end to end customer relationship from sourcing till renewal, maintaining the portfolio of more than 30 Cr at any point of time Maintaining relationship with existing customers and newly acquired customers to ensure painless transaction processing Inter-department coordination to ensure your customer gets best services at all times Negotiating best deal for the company keeping in mind customer interest as well Handling a portfolio of corporates with flagship company turnover of upto INR 100 Cr Role comprises of building existing relationships/acquiring new businesses by effective client engagement & selling of financial products like term loan, working capital loan etc. Involved in relationship development, preparing credit approval memorandum, documentation, post disbursal monitoring and coordinating with multiple internal teams (product, mid-office, back-office/ branch personnel) to ensure high service levels within timelines to corporate customers. Build and maintain strong relationships with corporate clients and Channel Partners. Understand clients' financial goals, challenges, and opportunities.

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .

Manage investment portfolios for clients, ensuring alignment with their financial goals Conduct market research to inform investment decisions Monitor portfolio performance and adjust strategies as needed Maintain compliance with regulatory standards

We are seeking a results-driven Portfolio Manager to lead multi-asset investment strategies including equities, forex, ETFs, bonds, and alternative instruments. This role demands expertise in market dynamics, risk management, and delivering consistent value to HNI and institutional clients. Location- Mohali Your Future Employer: A rapidly growing fintech and investment firm, transforming global financial markets through innovation. Responsibilities: 1. Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. 2. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. 3. Implementing comprehensive risk management frameworks including hedging, compliance, and stress testing. 4. Interfacing with clients to present strategies, insights, and performance reviews tailored to their financial goals. 5. Collaborating with cross-functional teams and mentoring analysts while contributing to the firms investment thought leadership. Requirements: 1. 7+ years of relevant experience in portfolio management 2. Deep knowledge of Indian markets, forex trading, ETFs, and bonds 3. Proficiency in Bloomberg, Reuters, TradingView, MetaTrader, or similar platforms 4. Strong grasp of SEBI, RBI, and FEMA regulations 5. CFA, FRM, or NISM Portfolio Management Certification is a plus Whats in it for you? Be part of an agile, global-thinking team at the forefront of fintech innovation, managing high-impact portfolios and shaping the future of investment. Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at vanika.arora@crescendogroup.in for a confidential discussion on role.

Location:Vidyavihar Develop investment policies, build and manage portfolios, trade securities, assess client risk, maintain relationships, ensure regulatory compliance, monitor performance, prospect new clients, and track market and economic trends

experienced portfolio manager to create and manage investment portfolios for clients. will include crafting investment packages, managing client expectations, and transactions, will have experience in the financial servicesor investment sectors,