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(ABOVE 10$ MILLION)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(1$-10$ MILLION)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

Exclusive Strategies
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Your legacy awaits



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Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-21084780

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77580-42089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Senior Portfolio Manager - Fixed Income

Mumbai/Bengaluru

The role is expected to implement our strategy across client portfolios in line with clients’ portfolio guidelines, risk, and compliance guidelines. Discretionary portfolio managers oversee investment decisions and client portfolio performance in their area of coverage.

Roles and Responsibility

  • Manage assigned funds to outperform performance benchmark in a risk aware manner.
  • Remain compliant with the firm's risk framework and adhere to wider regulatory requirements.
  • Ensure proper planning and timely execution of fixed income trades.
  • Plan and execute trades on clients’ behalf on a daily/weekly/monthly basis.
  • Monitor investment universe to identify investment opportunities aligned with our investment strategy.
  • Collaborate across teams to develop new investment strategies and provide recommendations in line with the firm's investment process
  • Investment mandate permitting, make tactical investment decisions utilising rates and credit strategies on behalf of firm’s clients.
  • Monitor market risk and exposures and generate regular reporting on underlying exposure across mandates.
  • Mentor Junior fund managers/analysts.
  • Work and communicate with relationship managers on fixed income outlook and portfolio actions taken by the fund management team.
  • Participate in external meetings, engaging with clients and delivering the firm's view.
  • Participate in any related investment project by the business.
  • Submit weekly performance & risk compliance reports to Head of Practice.
  • Prepare individual investment thesis on all the issuers/debt fund managers that form part of the instrument/manager shortlists.

Preferred Skills

  • Experience in active management of fixed income portfolios or experience in fixed income product management with expertise in manager selection analysis (> 5 years track record). Total experience of minimum 10 + years in the FI Domain.
  • Excellent understanding of rates & credit and strong understanding of micro & macroeconomic concepts.
  • Knowledge of portfolio management principles and techniques like portfolio laddering, bar-bell etc.
  • Master's degree in Economics/Finance or any related discipline would be an advantage. CFA charter would be a plus
  • Familiarity with Bloomberg, Excel is a must. Data analysis and programming skills are an advantage.
  • Good understanding of UHNI Wealth Management.
  • Strong organisational skills.
  • Outstanding analytical and problem-solving abilities.
  • Good interpersonal skills with a team player attitude.
Interested candidates should apply in strict confidence to [email protected]
Contact

Your legacy awaits



Topic of Enquiry*:


How did you discover Waterfield?







arrow
Follow Us
linkedin youtube twitter instagram
Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-21084780

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77580-42089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006