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WAAYS LIVE SOLUTIONS PRIVATE LIMITED

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Portfolio Manager

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Description

We are seeking a dedicated and detail-oriented Portfolio Manager to join our team in the Mumbai region. The ideal candidate will have a strong background in portfolio management, with a focus on PMS (Portfolio Management Services) and AIF (Alternative Investment Funds). This role is crucial for ensuring the effective management of client portfolios, compliance with regulatory standards, and the overall success of our fund management operations. Key Responsibilities: - Manage and oversee client portfolios, ensuring alignment with investment strategies and objectives. - Conduct NAV (Net Asset Value) calculations and ensure accurate reporting. - Ensure compliance with audit requirements and internal audit processes. - Collaborate with the compliance team to adhere to KYC (Know Your Customer) and AML (Anti Money Laundering) regulations. - Stay updated on SEBI regulations and ensure all operations comply with these standards. - Provide regular updates and reports to clients regarding portfolio performance and market trends. - Assist in the development and implementation of investment strategies that meet client needs. Required Skills: - Strong knowledge of portfolio management and fund management principles. - Familiarity with PMS and AIF regulations. - Proficiency in NAV calculation and audit compliance. - Understanding of KYC and AML processes. - Knowledge of SEBI regulations and compliance requirements. - Excellent analytical and problem-solving skills. - Strong communication and interpersonal skills to effectively interact with clients and team members. If you are passionate about finance and investment management and meet the qualifications outlined above, we encourage you to apply for this exciting opportunity to contribute to our growing organization.
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