PM Premium Mandates (DIR) PM Premium Mandates (DIR) …

Credit Suisse
in Mumbai, Maharashtra, India
Permanent, Full time
Last application, 10 Feb 20
Credit Suisse
in Mumbai, Maharashtra, India
Permanent, Full time
Last application, 10 Feb 20
Credit Suisse
PM Premium Mandates (DIR)
We Offer
  • You're role will require you to participate in and contribute to the India investment team's investment strategy and portfolio management activities.
  • Handle discretionary management of equity and balanced portfolios, primarily to drive equity performance.
  • To build a strong track record and populate Investment Management (IM) product shelf with creative equity offerings.
  • You will represent the investment team in conducting presentations to private and institutional clients as well as internal RMs.
  • You will liaise across partners such as RMs, Managed Solutions and Investment Consultants to contribute to the successful marketing as well as servicing of IM products.
  • You will handle client requests and follow-ups - within local PB and across regions, while contributing to market positioning of IM India strategies to internal and external clients.
  • To contribute where required to any global IM stock selection groups from APAC together with global IM colleagues.
  • You will be involved to design and execute the onshore IM discretionary business strategy.
  • You will be responsible for sales and operations together with local business partners

You Offer
  • You have a proven track record of out-performance in managing discretionary equity portfolios. Ability to manage portfolios with varying risk parameters.
  • You have over 10+ years in managing discretionary equity portfolios/ funds, with a large cap bias.
  • You have strong analytical background in equity research. Technical understanding of equity markets, stock selection and company analysis
  • You have at least 15 years of experience in Indian equity markets with thorough knowledge of the top 200 companies by market cap.
  • You have a deep understanding of fundamentals and business models of leading Indian companies and sectors.
  • You have a deep understanding of regulatory environment
  • You are ambitious, dedicated and a great teammate with good leadership qualities.
  • You have the ability to multi task between client facing, investment management, portfolio implementation & monitoring.
  • You possess a Degree in Finance, Economics or relevant discipline; CFA or CFA candidate is a plus.
  • You are comfortable and effective in presenting investment views and product messaging to small and large groups of internal partners as well as to external prospects.
  • You are able to manage multiple business partners and deepen relationships with RMs, pitch mandates to PB/institutional clients and build assets.
  • You have strong quantitative abilities with proficiency in Excel programming / financial modeling.
  • You are adept with Bloomberg and portfolio management software Wealth Spectrum