- Postgraduate Degree in Finance, Law, Accountancy, Business Management, CA, CFA, or Post-Graduate Program in the Securities Market (Portfolio Management) from NISM
- NISM-Series-XXI-B Certification before joining
- At least five years in related activities in the securities market including in a portfolio manager, stockbroker, investment advisor, research analyst or as a fund manager
- minimum 2 years (out of the 5 years in the securities market) of relevant experience is in portfolio management or investment advisory services or in the areas related to fund management
- Proven experience in fund management or portfolio management
- Strong analytical and research skills
- Knowledge of financial markets, instruments, and investment strategies
- Excellent communication and interpersonal skills
- Ability to work in a team and handle multiple tasks
- Proficiency in financial software and tools
- Sound understanding of risk management and regulatory requirements
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BNY Mellon Chennai, IndiaBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
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Funding Coordinator
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MNC RM
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Head of Finance
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Product Support Analyst
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Process Specialist
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BSM - Supply Chain Finance (SME)
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Treasury Role
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Refex Group
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Senior Account Manager
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Deputy Manager, Fund Management - Chennai, India - Pelican PMS
Description
Company Description
Pelican Holdings Private Limited, part of the Pelican Group, is a Chennai-based company that offers Portfolio Management Services (PMS). With a relationship-based approach, Pelican has successfully served the needs of corporate clients and Ultra High Networth Individuals (UHNIs) for nearly two decades. Pelican PMS manages portfolios in listed Indian stocks, focusing on long-term wealth creation and providing advice on fixed income investments. The company aims to offer attractive risk-adjusted returns while minimizing subjective biases.
Role Description
This is a full-time on-site role as Deputy Manager, Fund Management at Pelican PMS in Chennai. As a Deputy Manager in Fund Management, you will be responsible for day-to-day tasks related to managing investment portfolios. This includes analyzing market trends, conducting research, making investment decisions, monitoring portfolio performance and keeping custody & fund accounting on track. You will work closely with a team of professionals and collaborate with clients to meet their wealth creation goals.
Qualifications