Analyst – Portfolio Management Services

Position : Analyst – Portfolio Management Services (PMS)

Purpose of the job : This role is part of the PMS Fund Management team who is responsible for managing various PMS portfolio for ICICI Group’s clients. The team in focus, manages several multi-asset portfolios ranging from equity to debt to commodities to global equities. The team implements their asset allocation views via mutual funds, ETFs, Index Funds and in certain cases direct equity / bonds. The team manages several customized solutions, ranging from highly conservative portfolios to aggressive portfolios to cash-flow planned retirement solutions. The candidate will be expected to wear multiple hats as they interact with clients, understand their investment objectives and design investment solutions accordingly.

Detailed job description :

• Managing several DPMS and NDPMS portfolios in line with the investment objectives as defined by the client or the team.
• Monitoring portfolio performance against relevant benchmarks and recommending changes if any
• Review the universe of mutual funds, ETFs, Index Funds etc. to understand which component can add value to the overall portfolio
• Updating the associated marketing and communication collateral and strategy reports
• Researching on macro-economic trends to make tactical asset allocation decisions
• Automating the portfolio construction, communication and risk management decisions.

Key skills & experience :