Portfolio Manager

Job Description

Purpose of the role

To generate returns, manage risk, and ensure the portfolio’s financial stability and long-term success. 

Accountabilities

• Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness.
• Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance.
• Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors.
• Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders.
• Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk.
• Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members.
• Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.
• Research of emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns.
• Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as Portfolio Manager within the PBWM Multi Asset team, where you will play a pivotal role in strengthening the 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.

This is a client-facing role, directly influencing client satisfaction, asset class allocation decision-making, research-led portfolio management and the translation of market and investment research into actionable client insights.

To be successful in this role, you should:

• 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 ad-hoc, monthly and quarterly client portfolio reviews.
• Provide structured and compliant responses to client queries, clearly articulating rationale, risks and portfolio positioning.
• Produce high-quality manager research notes, thematic research and investment ideas tailored for PBWM clients.
• Work closely with CIO Office, Product, Risk, Compliance and Advisory Governance teams.
• Ensure research and client communication adhere to relevant governance standards, disclosures, escalation protocols and record-keeping requirements.
• Maintain strong awareness of suitability, client segmentation and product risk.
• Strengthen research processes including sector coverage, earnings tracking, templates and approval workflows.
• Support scalable delivery across research notes, presentations, dashboards and client kits.
  

Essential Skills / Basic Qualifications:

• 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, to be secured as per applicable regulatory requirements.

Desirable Skills / Preferred Qualifications:

• MBA (Finance), CFA or CA preferred.
• Experience in quantitative research, product strategy or advisory enablement within wealth management, brokerage or institutional environments.
• Understanding of multi-asset portfolio management and Fund of Funds (FOF) structures.
• Prior experience conducting client portfolio reviews on an ad-hoc, monthly and quarterly basis.
• Experience with tools such as Wealth Spectrum, Miles, Bloomberg, MFI, ACE MF and Capitaline.
• Client-centric mindset with strong ownership and structured problem-solving capabilities.
• Strong stakeholder management experience across Investment, Product and Frontline teams.
• Excellent written and verbal communication skills, with the ability to produce crisp, compliant and client-ready content.

You may be assessed on the key critical skills relevant for success in the role, such as:

• Quality, accuracy and timeliness of client reviews and research outputs.
• Ability to translate research into clear, actionable and client-relevant communication.
• Effectiveness of stakeholder engagement across the PBWM ecosystem.
• Commercial impact on advisory conviction, client engagement and AUM retention/growth.
• Financial modelling, valuation and investment research capabilities.
• Understanding of multi-asset portfolio construction and fund management.
• Discipline around governance, risk management and control standards.
• Accuracy, diligence and ownership in fund management-related activities.

Job location is Mumbai.