Vanguard

Portfolio Manager

Vanguard

Mumbai, Maharashtra, India
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an experienced and motivated Portfolio Manager to join the team at Vanguard. The successful candidate will be an integral part of our Investment Management team and will be responsible for the overall management of client portfolios.The ideal candidate will have a strong background in portfolio management, asset allocation, and investments, with a commitment to meeting and exceeding client expectations. We are seeking a professional with excellent communication skills, a good understanding of financial markets, and the ability to develop and maintain strong customer relationships.The successful candidate must have a Bachelor’s degree in finance, economics, or a related field, and at least five years’ experience in portfolio management, asset allocation, and investments. In addition, a CFA designation is preferred.At Vanguard, we value collaboration and team work. We are looking for a self-starter who is able to work independently and take initiative to ensure our clients’ portfolios are managed in a manner that meets their needs and goals. If you are a highly organized, results-driven individual with excellent problem-solving skills, we would love to hear from you.

Responsibilities:

  1. Develop and implement investment strategies for clients in accordance with their risk tolerance, financial goals, and objectives.
  2. Develop and maintain strong customer relationships with clients.
  3. Monitor and analyze the performance of client portfolios.
  4. Make recommendations on asset allocation and portfolio adjustments as needed.
  5. Provide advice to clients on portfolio management and investment strategies.
  6. Collaborate with the Investment Management team to ensure client portfolios meet and exceed expectations.
  7. Keep up to date on financial markets, economic conditions, and industry trends.
  8. Prepare and present reports and presentations to the Investment Management team.
  9. Ensure compliance with all applicable financial regulations.
  10. Maintain accurate records of portfolio performance and transactions.
Where is this job?
This job is located at Mumbai, Maharashtra, India
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Ability To Develop And Execute Investment Strategies

  • Ability To Manage Multiple Projects Simultaneously

  • Strong Financial Analysis And Decision-Making Skills

  • Proven Track Record Of Portfolio Management And Performance

  • Knowledge Of The Financial Markets And Macroeconomic Trends

  • Knowledge Of Portfolio Management And Investment Theories

  • Understanding Of The Regulatory And Compliance Requirements

Required Skills
  • Risk Management

  • Data Analysis

  • Financial Modeling

  • Quantitative Analysis

  • Compliance

  • Investment Strategy

  • Performance monitoring

  • Trading

  • Market analysis

  • Client Relations

  • Asset allocation

  • Investment Analysis

  • Regulatory Knowledge

  • Portfolio Diversification

  • Equity Research

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Portfolio Manager in Mumbai, Maharashtra, India is between ₹1,250,000 and ₹3,400,000 per annum. This range may vary depending on factors such as experience, qualifications, and the company or industry the Portfolio Manager works in.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesHindi
Job PostedJune 21st, 2023
Apply BeforeJuly 8th, 2026
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About Vanguard

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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