Portfolio Manager
Barclays · Posted Oct 14
Banking, credit card, corporate, investment banking, and wealth management services
Mumbai, IndiaFull-timeOnsiteSenior Level5–10 years₹30.0L–₹50.0L yearly100+ applicants
BankingFinancial ServicesInvestment BankingCredit CardsWealth ManagementPublic Company
Comp. & BenefitsFull time
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About the role
The PBWM Multi Asset team at Barclays works on the Multi Asset Class platform, advisory enablement, client engagement and thought leadership through fund-of-funds discretionary and non-discretionary portfolio management. The role is client-facing and covers top-down and bottom-up equity research, financial modelling, portfolio reviews and investment communication. The Portfolio Manager will partner with Bankers, Investment Specialists, Product, Risk and Compliance teams to support multi-asset client discussions and research outputs.
What you will do
- 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.
- 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.
Skills used in this role
What the employer is looking for
- 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.
- 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.
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.
Benefits and support
- Compensation and benefits are detailed in the job posting
About Barclays
Barclays is a British multinational universal bank that provides consumer, corporate, and investment banking, as well as wealth management services. Tracing its origins back to 1690 in London, the institution operates globally to serve millions of retail and institutional clients. The bank leverages cutting-edge technology and digital platforms to drive operational efficiency across its international network.
- Industry
- Banking
- Company size
- 93000+ employees
- Founded
- 1690
- Location
- London, United Kingdom
- Funding stage
- Public Company
Leadership
CV
C.S. Venkatakrishnan
Group Chief Executive
AC
Anna Cross
Group Finance Director
AC
Alistair Currie
Group Chief Operating Officer
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