Financial Portfolio Management Lead
Job Description
(RECRUITECH SOLUTIONS)
Kotak Bank Process
(RECRUITECH SOLUTIONS) • Thane, Maharashtra • via WorkIndia.in
24 hours ago
₹13K–₹15K a month
Full–time
No Degree Mentioned
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Job description
Salary Range : Rs. 13000 - Rs. 15000 , based on skills, experience, and interview performance
Educational Requirement : 12th Pass
Work Arrangement : Work From Office
Gender Preference : Both male and female can apply
Skills Requirement : No predefined skills necessary
Experience Requirement : Fresher
Location : Thane
Working Hours : 9:30 AM - 6:30 PM Monday to Saturday
Additional Info : ...
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TalBalad
Financial Portfolio Management Lead
TalBalad • Navi Mumbai, Maharashtra • via LinkedIn
12 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Job description
Financial Portfolio Management Lead
● Position: Financial Portfolio Management Lead
● Organization: Reputed and amongst Top ranking university withing all over India.
● Location: Navi Mumbai
● Reports to: [Top management or Chancellor/ President]
Type: Full-time, on-site
Key Responsibilities:
● Strategically manage and grow the group's financial assets/portfolio to fund mission-critical
activities (education excellence, charitable healthcare, research, community outreach).
● Formulate long-term investment policy: Define risk-return profile, asset classes, benchmarks, and
guidelines in consultation with trustees and leadership.
● Lead portfolio optimization: Active monitoring, scenario analysis, hedging (where appropriate),
and transitions to new opportunities while prioritizing capital safety and liquidity for operational
needs.
● Provide strategic insights: Advise on endowment-like corpus building, surplus utilization for
growth projects, and financial resilience amid economic volatility.
● Ensure full regulatory and fiduciary compliance: Internal audits, statutory filings, and alignment
with charitable trust objectives.
● Build partnerships: Engage registered advisors, financial institutions, government bodies, and asset managers for best execution and performance.
● Other responsibilities for growth and management.
