# Portfolio Manager

**Company**: Barclays
**Location**: Mumbai
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Mumbai-Nirlon-Knowledge-Park-BX-9th--11-12-floor/Portfolio-Manager_JR-0000135393?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f699f3a4-154

## Description

We are seeking a Portfolio Manager to join our Private Banking and Wealth Management (PBWM) Multi Asset team. You will play a pivotal role in strengthening our Multi Asset Class (MAC) platform, deepening advisory enablement, enhancing client engagement, and contributing to thought leadership through fund-of-funds discretionary and non-discretionary portfolio management.

Your primary objective will be to generate returns, manage risk, and ensure the portfolio's financial stability and long-term success. You will be responsible for:

- Allocating and monitoring securities within a portfolio, aligned to the bank's risk tolerance and framework, and changing market conditions

- Conducting research and analysis on various securities to identify profitable investment opportunities

- Communicating the bank's investment philosophy, decision-making, and investment selection to clients and stakeholders

- Monitoring performance against benchmarks and objectives, and creating reports for senior colleagues and internal stakeholders

- Implementing risk management strategies to identify, assess, and mitigate potential financial risks

- Conducting simulations to assess the portfolio's resilience to different market scenarios and economic downturns

- Monitoring economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio

- Researching emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns

As a Portfolio Manager, you will be expected to:

- Deliver top-down and bottom-up equity insights covering market strategy, sector positioning, and fund research

- Build and maintain financial models, valuation frameworks, and scenario analyses

- Track earnings, guidance, macroeconomic and sector developments, and convert them into timely, actionable investment insights

- Partner with bankers, investment specialists, and product teams to support multi-asset client discussions

- Conduct client portfolio reviews and provide structured and compliant responses to client queries

- Produce high-quality manager research notes, thematic research, and investment ideas tailored for PBWM clients

The ideal candidate will have:

- Experience in research and/or fund management, including familiarity with portfolio/fund management systems

- Strong experience in fundamental equity research, with prior coverage of one or more key equity sectors on the buy-side or sell-side

- Demonstrated experience in strategy formulation, financial modelling, and valuation

- Strong understanding of earnings, catalysts, scenarios, and risk assessment

- Ability to translate investment research into clear, actionable, and client-relevant insights

- Experience in thematic research, investment idea generation, and high-quality internal and client communication

- Strong understanding of risk assessment, suitability, and governance requirements

- Portfolio Management NISM Series XXI-B certification

We offer a competitive salary and benefits package, including opportunities for growth and development in a dynamic and fast-paced environment.

## Skills

### Required
- portfolio management
- investment analysis
- risk management
- financial modelling
- equity research

### Nice to have
- MBA (Finance)
- CFA
- CA
- quantitative research
- product strategy
- advisory enablement
- multi-asset portfolio management
- Fund of Funds (FOF) structures

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Mumbai-Nirlon-Knowledge-Park-BX-9th--11-12-floor/Portfolio-Manager_JR-0000135393?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)