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PM Premium Mandates (DIR)

Employer
Credit Suisse
Location
Mumbai, India
Salary
Competitive
Closing date
Nov 14, 2019

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
We Offer
  • You're role will require you to participate in and contribute to the India investment team's investment strategy and portfolio management activities.
  • Handle discretionary management of equity and balanced portfolios, primarily to drive equity performance.
  • To build a strong track record and populate Investment Management (IM) product shelf with creative equity offerings.
  • You will represent the investment team in conducting presentations to private and institutional clients as well as internal RMs.
  • You will liaise across partners such as RMs, Managed Solutions and Investment Consultants to contribute to the successful marketing as well as servicing of IM products.
  • You will handle client requests and follow-ups - within local PB and across regions, while contributing to market positioning of IM India strategies to internal and external clients.
  • To contribute where required to any global IM stock selection groups from APAC together with global IM colleagues.
  • You will be involved to design and execute the onshore IM discretionary business strategy.
  • You will be responsible for sales and operations together with local business partners


You Offer
  • You have a proven track record of out-performance in managing discretionary equity portfolios. Ability to manage portfolios with varying risk parameters.
  • You have over 10+ years in managing discretionary equity portfolios/ funds, with a large cap bias.
  • You have strong analytical background in equity research. Technical understanding of equity markets, stock selection and company analysis
  • You have at least 15 years of experience in Indian equity markets with thorough knowledge of the top 200 companies by market cap.
  • You have a deep understanding of fundamentals and business models of leading Indian companies and sectors.
  • You have a deep understanding of regulatory environment
  • You are ambitious, dedicated and a great teammate with good leadership qualities.
  • You have the ability to multi task between client facing, investment management, portfolio implementation & monitoring.
  • You possess a Degree in Finance, Economics or relevant discipline; CFA or CFA candidate is a plus.
  • You are comfortable and effective in presenting investment views and product messaging to small and large groups of internal partners as well as to external prospects.
  • You are able to manage multiple business partners and deepen relationships with RMs, pitch mandates to PB/institutional clients and build assets.
  • You have strong quantitative abilities with proficiency in Excel programming / financial modeling.
  • You are adept with Bloomberg and portfolio management software Wealth Spectrum

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