Job Description

Senior Manager - Portfolio Manager - CA / CFA / MBA - 2+ Years.
Are you a dynamic and motivated individual with a passion for portfolio management? We are seeking an experienced Senior Manager - Portfolio Manager to join our team in Mumbai. If you possess strong analytical skills, a strategic mindset, and a proven track record in portfolio management, this is your opportunity to advance your career in a dynamic and inclusive environment.
Location - Mumbai, India
Your Future Employer -Our client is a global leader in innovation within the insurance landscape. This is a company dedicated to fostering a culture of inclusion, collaboration, and growth, ensuring every voice is heard and every talent is nurtured. By joining their team, you step into a dynamic environment where your ideas will drive change and help redefine the future of the industry.
Responsibilities - * Develop, manage, and optimize investment portfolios while adhering to company goals and client objectives.

• Conduct regular portfolio performance analysis and implement strategies to maximize returns.
• Identify and evaluate investment opportunities through in-depth research and market analysis.
• Collaborate with cross-functional teams to align investment portfolios with long-term strategies.
• Present detailed investment recommendations and strategies to stakeholders.
• Stay updated with market trends, regulations, and emerging opportunities to ensure compliance and sustained growth.

Requirements - * 2+ years of experience in portfolio management, investment analysis, or a similar role.

• Professional qualification: CA / CFA / MBA (Finance or equivalent).
• Strong analytical skills with proficiency in financial modeling and market research.
• Exceptional communication and presentation skills.
• Ability to work in a fast-paced environment and manage multiple tasks effectively.
• A proactive approach with an inclination towards strategic thinking.

What's in It for You - * A collaborative, inclusive work culture that promotes growth and learning.

• Opportunities to work on challenging and rewarding investment strategies.
• Competitive compensation package and performance-based incentives.
• Professional development and leadership opportunities.

Reach Us - If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at .
Disclaimer - Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Scammers can misuse Crescendo Global's name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at and report fraud immediately. Stay alert!
Note - We receive a lot of applications on a daily basis, so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.
Profile Keywords - Portfolio Management, Investment Analyst, Senior Manager, CFA, Chartered Accountant, MBA in Finance, Financial Modeling, Portfolio Optimization, Investment Strategies, Mumbai Jobs.

Skills Required