Finance Executive-Portfolio Manager

Job Summary

The Portfolio Manager is responsible for managing and optimizing investments across domestic listed equities and international markets. The role focuses on research, risk management, asset allocation, and disciplined execution of investment strategies to achieve superior risk-adjusted returns.

Job Title: Finance Executive - Portfolio Manager (Equities International Investments). Designation: Assistant Manager / Deputy Manager / Manager. Location: Coimbatore (Tamil Nadu). Reports To: Company Secretary. Experience: 3-5 years experience in portfolio management, equity research, or investment advisory. Qualifications: MBA (Finance), CFA, CA or equivalent preferred.

Responsibilities

• Develop and implement investment strategies for Indian Listed equity and international portfolios.
• Allocate capital across sectors, asset classes, and geographies based on risk-return objectives.
• Periodically rebalance portfolios to maintain strategic allocation.
• Analyse listed companies for performance, valuation, sector trends, and growth potential.
• Conduct global market research including macroeconomic trends, currency movements, and geopolitical risks.
• Identify high-quality investment opportunities across markets.
• Track daily and periodic portfolio performance relative to benchmarks.
• Evaluate risk exposures including market, sector, currency, and liquidity risks.
• Recommend changes based on market developments and internal strategy.
• Implement risk control frameworks and diversification strategies.
• Ensure compliance with SEBI, RBI, FEMA, and global investment guidelines.
• Maintain thorough documentation of investment decisions and compliance procedures.
• Coordinate with brokers for timely and efficient trade execution.
• Handle international trades, forex conversions, and settlement processes.
• Maintain accuracy in transaction records and investment data.

Requirements

• Location: Coimbatore (Tamil Nadu).
• Reports To: Company Secretary.
• Experience: 3-5 years experience in portfolio management, equity research, or investment advisory.

Qualifications

• MBA (Finance), CFA, CA or equivalent preferred

Skills

• Investment Strategy
• Asset Allocation
• Market Research
• Equity Analysis
• Portfolio Monitoring
• Performance Tracking
• Risk Management
• Compliance
• Trade Execution

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