Management Trainee (debt Portfolio Management) Job in Karvy Stock Broking Ltd
Management Trainee (debt Portfolio Management)
- Mumbai, Maharashtra
- Not Disclosed
- Full-time
Purpose of role :
Responsible for developing all round expertise across all functional domains pertaining to Portfolio Management Services (Debt) and Alternate Investment Funds (AIF)
key responsibilities:
Optimal portfolio allocation in client accounts ensuring diversification and return
Proactive management of the portfolio yield and duration to deliver duration adjusted returns
Treasury functions related to the fund such as managing overall liquidity position depending on cash flow requirement of the
Periodic monitoring of clients portfolios to identify deviations from target asset allocation
Calculations of periodic payouts to be made to
Ensuring operational efficiency and accuracy of portfolio management system.
Assistance to wealth managers, client servicing team and compliance team on
Outlining communications to various stakeholders like wealth managers, existing and potential clients, internal departments, etc. on a regular
Desired skills:
Strong skill set in advanced algorithms and complexity
Advanced MS Excel
Mandatory:
Strong background in Mathematics and MS- Excel.
Preferred:
Undergraduates with background in Mathematics/ Econometrics/ Financial Modelling/ Engineering
Preferred professional qualification:
CA/CFA
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