PMS Multi Asset Fund Manager - ONYX for JM Financial

Company Overview

JM Financial is a reputed firm in the finance industry, known for offering a wide range of financial services tailored to meet the needs of its clients. The company focuses on delivering exceptional financial performance while maintaining a culture of integrity and professionalism.

Job Summary

The PMS Multi Asset Fund Manager for ONYX is responsible for managing and optimizing investment portfolios across multiple asset classes. This role is crucial for the firm's ability to achieve investment objectives and provide value to clients through expert fund management and strategic asset allocation.

Responsibilities

• Manage and oversee the investment portfolio within the PMS framework, ensuring adherence to the investment strategy and guidelines.
• Conduct thorough market research and analysis to identify investment opportunities across various asset classes.
• Engage in active portfolio management, including buying and selling of securities, monitoring performance, and rebalancing as necessary.
• Communicate effectively with clients regarding portfolio performance, strategies, and market outlook.
• Collaborate with internal stakeholders to develop comprehensive investment strategies and risk management practices.

Qualifications

• At least a Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum 5 years of experience in portfolio management, asset management, or a similar financial role.
• Strong knowledge of investment strategies, research methodologies, and financial analysis.
• Proficiency in financial modeling and performance metrics evaluation.
• Excellent communication skills and the ability to build client relationships.
• Strong analytical and decision-making skills, with a keen eye for detail.

Preferred Skills

• Certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) are advantageous.
• Experience with quantitative analysis and financial software tools.
• Aptitude for working in a fast-paced, dynamic environment.

Experience

A minimum of 5 years of relevant experience in portfolio management or asset management is preferred.

Environment

The position is expected to be office-based, with potential for a hybrid work setting depending on company policies.

Salary

The budget for this position ranges from 75 lakhs to 80 lakhs per annum.

Growth Opportunities

Opportunities for career advancement within the firm are available, with potential roles in senior management or specialized areas of fund management.

Benefits

• Comprehensive health insurance.
• Paid time off and vacation leave.
• Professional development opportunities.