Position: Portfolio Manager / Wealth Manager

Department: CEO's Office
Location: Trichy
Reporting To: CEO

Job Summary:

We are Looking For Portfolio Manager / Wealth Manager will be responsible for monitoring and managing the investment portfolios, tracking assets and liabilities, evaluating investment opportunities, and preparing financial reports to support informed decision-making. The role involves investment research, portfolio performance analysis, wealth planning, risk assessment, and maintaining accurate records of investments and financial assets.

Key Responsibilities:

- Monitor and maintain records of the investment portfolios, financial assets, and liabilities.
- Track investments across various asset classes, including equities, mutual funds, bonds, real estate, fixed-income instruments, and other investments, as applicable.
- Research and evaluate investment opportunities based on potential returns, associated risks, liquidity, and investment objectives.
- Monitor portfolio performance, market movements, and economic developments.
- Prepare periodic reports on portfolio valuation, returns, asset allocation, and investment performance.
- Analyse existing investments and identify opportunities for portfolio diversification and risk management.
- Track investment maturity dates, dividend income, interest income, capital gains, and other investment-related cash flows.
- Maintain consolidated records of investments, bank balances, assets, liabilities, and other relevant financial information.
- Assist in developing and monitoring long-term wealth management and investment plans.




- Conduct financial research and prepare comparative analyses of investment opportunities.
- Evaluate investment proposals and present findings, recommendations, and risk assessments.
- Coordinate with banks, financial institutions, investment advisors, accountants, and other relevant professionals, as authorized.
- Monitor financial commitments, investment-related payments, and upcoming financial obligations.
- Maintain strict confidentiality of the financial information, investment records, and personal financial matters.
- Ensure proper documentation and coordination for investment transactions and related financial activities.

Required Skills:

- Strong knowledge of financial markets, investment products and portfolio management.
- Good understanding of asset allocation, investment analysis and risk management.
- Strong financial analysis, research, and reporting skills.
- Advanced MS Excel skills and proficiency in financial modelling or portfolio tracking tools.
- Ability to analyse financial data and present clear, practical recommendations.
- Strong attention to detail and numerical accuracy.
- Excellent organizational and time-management skills.
- High level of integrity, discretion, and confidentiality.

Qualification:

- Bachelor's degree in Finance, Commerce, Economics,



or a related field.
- MBA in Finance, CFA, or other relevant financial qualifications will be an added advantage.

Experience:

- Relevant experience in portfolio management, wealth management, investment analysis, or financial planning.
- Experience in monitoring diversified investment portfolios, analysing investment opportunities, and preparing financial reports is preferred.
- Practical experience in financial modelling, portfolio valuation and investment performance tracking will be an advantage.

Key Performance Indicators (KPIs):

- Accuracy and timeliness of portfolio reports.
- Quality of investment research and recommendations.
- Effective monitoring of portfolio performance and risk exposure.
- Accuracy and completeness of financial asset and liability records.
- Timely tracking of investment maturities and financial commitments.
- Quality of investment opportunity evaluations and comparative analyses.
- Confidentiality and proper maintenance of financial records.

Preferred Candidate Profile:

- Experience handling high-value investment portfolios or wealth management activities.
- Robust analytical mindset with the ability to evaluate investment opportunities objectively.
- Ability to work independently and provide reliable financial insights.
- Strong financial discipline and attention to detail.
- High integrity and the ability to handle sensitive financial information with complete confidentiality.
- Immediate joiners preferred.

Pay: ₹40,000.00 - ₹60,000.00 per month

Work Location: In person

📌 Wealth Manager (Tiruchirappalli)
🏢 Global Connect
📍 Tiruchirappalli