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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 - Equities

Mumbai/Bengaluru

The role focuses on managing and implementing investment mandates, taking into consideration the client's objectives, Waterfield Portfolio Manager’s strategy, risk, and compliance guidelines. Discretionary portfolio managers oversee investment decisions and client portfolio performance in their area of coverage.

Roles and Responsibility

  • Invest, manage, and deliver adequate risk adjusted returns for mandates in compliance with portfolio guidelines and processes.
  • Ensure proper planning and timely execution of the trades.
  • Monitor investment universe to identify investment opportunities aligned with our investment strategy.
  • Contribute to investment strategy definition and idea generation process.
  • Monitor market risk and exposures and generate regular reporting on underlying exposure across mandates.
  • Plan and execute trades on clients’ behalf on a daily/weekly/monthly basis.
  • Mentor Junior fund managers/analysts.
  • Work and communicate with relationship managers to update clients on their mandates.
  • Assist our relationship managers in key prospect pitches.
  • Assist our relationship managers on key client meetings.
  • Create sustainable relationships with our customers through regular portfolio reviews.
  • Participate in any related investment project by the business.
  • Work with Head of Discretionary Portfolio Management on creation/refinement of processes employed by the practice.
  • Submit weekly performance & risk compliance reports to Head of Practice.
  • Prepare a monthly market update & share It with the broader team.
  • Prepare individual investment thesis on all the fund managers that form part of the manager shortlist.

Preferred Skills

  • 9-14 years of relevant experience in Portfolio Management/Asset Management and analyzing/ managing equity portfolios.
  • Experience in Manager Selection analysis.
  • Expertise in Equities analysis is required.
  • Knowledge of portfolio management principles and techniques.
  • Familiarity with Bloomberg, Excel is a must. Data analysis and programming skills are an advantage.
  • Good understanding of High-Net-Worth Wealth Management.
  • Strong organisational skills.
  • Outstanding analytical and problem-solving abilities.
  • Good interpersonal skills with a team player attitude.
  • Excellent verbal, written communication and listening skills.
  • High capacity to challenge status quo.
  • Possession of CFA charter would be a plus but is not a mandatory requirement.
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