Job Description
Purpose of the role
To generate returns, manage risk, and ensure the portfolio’s financial stability and long-term success.
Accountabilities
Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness.
Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance.
Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors.
Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders.
Implementation of risk management strategies to identify, assess,



and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk.
Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members.
Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.
Research of emerging asset classes, creative investment strategies, and alternative investments to potentially enhance portfolio returns.
Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering.
Assistant Vice President Expectations
To advise and influence decision making, contribute to policy developme

📌 Multi Asset Dealer and Portfolio Analyst (Mumbai)
🏢 Barclays
📍 Mumbai