Senior Portfolio Manager

Executive Search Brief: Portfolio Manager1. Position Overview
Role Type: Key Personnel (CMA Regulated).
Reporting to: Chief Investment Officer (CIO).
Objective: To manage the discretionary and non-discretionary mandates of the family, ensuring optimal trade execution and asset allocation within the boundaries of the signed Investment Policy Statement (IPS).
2. Core Responsibilities
Tactical Execution: Buying and selling equities (NSE/Global), fixed income, and money market instruments.
Cash Management: Managing the Liquidity Buffer to ensure the family always has cash for private jets, property acquisitions, or school fees without forced asset sales.
Portfolio Rebalancing: Monitoring drift in the asset classes and adjusting positions to stay within the risk tolerances set by the CIO.
Reporting: Preparing monthly performance flash reports and detailed attribution analysis (explaining why a certain asset gained or lost).
Due Diligence: Assisting the CIO in the ...