Portfolio Manager- Stock Market

Macsen Laboratories; Udaipur District; On-site; INR 1,800,000 - 3,600,000; Full time

Job summary

Macsen Laboratories seeks a skilled Portfolio Manager to oversee and optimize the company’s stock market investments. You will develop investment strategies, perform in-depth analysis, and ensure alignment with financial objectives while managing risk.

You will monitor performance, rebalancing needs, and regulatory compliance, coordinating with brokers and analysts to deliver actionable recommendations for senior management.

Qualifications

• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field.
• MBA in Finance, CFA or other relevant financial certifications will be an added advantage.
• 37 years of relevant experience in portfolio management, equity research, investment analysis, or stock market operations.
• Strong understanding of Indian equity markets, NSE, BSE, and financial instruments.
• Proficiency in financial modelling, valuation techniques, and portfolio performance analysis.
• Working knowledge of financial research platforms, stock market terminals, and MS Excel.

Responsibilities

• Manage and monitor the company's investment portfolio across equity markets and other approved financial instruments.
• Conduct fundamental and technical analysis to identify investment opportunities.
• Develop and implement investment strategies aligned with the company's financial goals, risk appetite, and investment horizon.
• Track stock market trends, economic indicators, corporate announcements, and market developments.
• Perform company valuation, financial statement analysis, and industry research to support investment decisions.
• Monitor portfolio performance, asset allocation, diversification, and risk exposure.
• Identify potential risks and implement appropriate risk management strategies.
• Prepare regular portfolio performance reports, investment reviews, and recommendations for management.
• Maintain accurate records of investment transactions and ensure compliance with applicable regulations and internal investment policies.
• Coordinate with brokers, research analysts, financial institutions, and other relevant stakeholders.
• Evaluate investment performance against relevant market benchmarks and recommend portfolio rebalancing when required.
• Maintain confidentiality of the company's financial information, investment positions, and trading strategies.

Skills

Analytical ability

Quantitative skills

Risk assessment

Investment reporting

Education

Bachelor's in Finance/Commerce/Economics

MBA in Finance or CFA preferred

Tools

MS Excel

Job description

About the Role:

We are looking for a skilled and analytical Portfolio Manager to manage and monitor stock market investments, develop investment strategies, and optimize portfolio performance in line with the company's financial objectives. The ideal candidate should have strong knowledge of equity markets, financial analysis, risk management, and portfolio diversification.

Key Responsibilities:

• Manage and monitor the company's investment portfolio across equity markets and other approved financial instruments.
• Conduct fundamental and technical analysis to identify investment opportunities.
• Develop and implement investment strategies aligned with the company's financial goals, risk appetite, and investment horizon.
• Track stock market trends, economic indicators, corporate announcements, and market developments.
• Perform company valuation, financial statement analysis, and industry research to support investment decisions.
• Monitor portfolio performance, asset allocation, diversification, and risk exposure.
• Identify potential risks and implement appropriate risk management strategies.
• Prepare regular portfolio performance reports, investment reviews, and recommendations for management.
• Maintain accurate records of investment transactions and ensure compliance with applicable regulations and internal investment policies.
• Coordinate with brokers, research analysts, financial institutions, and other relevant stakeholders.
• Evaluate investment performance against relevant market benchmarks and recommend portfolio rebalancing when required.
• Maintain confidentiality of the company's financial information, investment positions, and trading strategies.

Required Qualifications:

• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field.
• MBA in Finance, CFA, or other relevant financial certifications will be an added advantage.
• 37 years of relevant experience in portfolio management, equity research, investment analysis, or stock market operations.
• Strong understanding of Indian equity markets, NSE, BSE, and financial instruments.
• Proficiency in financial modelling, valuation techniques, and portfolio performance analysis.
• Working knowledge of financial research platforms, stock market terminals, and MS Excel.

Required Skills:

• Strong analytical and quantitative abilities.
• Sound understanding of investment strategies and portfolio diversification.
• Excellent risk assessment and decision-making skills.
• Ability to interpret financial statements, market data, and economic trends.
• Strong communication, reporting, and presentation skills.
• High level of integrity, confidentiality, and accountability.
• Ability to work effectively in a dynamic and fast-paced market environment.

Key Performance Indicators (KPIs):

• Portfolio performance against appropriate market benchmarks.
• Risk-adjusted returns and adherence to approved risk limits.
• Quality and accuracy of investment research and recommendations.
• Effectiveness of asset allocation and portfolio diversification.
• Timeliness and accuracy of portfolio reporting.
• Compliance with internal investment policies and applicable regulations.