Portfolio Management Specialist

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 15000+ Crs of their assets. Why are we building Dezerv? Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, we are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission? We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

Responsibilities: As a part of Dezerv’s Portfolio Management team, you will help manage fixed income and equity portfolios on a discretionary and non-discretionary basis - Working closely with the Fund Management team, on the formulation and implementation of investment strategy, model portfolios, etc. - Performing day-to-day duties, with respect to the deployment of investor monies, monitoring portfolios, executing changes in portfolios, etc. - Setting up an end-to-end, compliant trade execution process (Order Generation, Order Placement, Order Confirmation) - Working with the product & programming team to develop a digital Order Management System to handle orders efficiently at a mass scale. - Managing relationships with various market participants including Mutual Funds, Custodian, Bank, Exchange, etc. - Ensure regular monitoring of portfolio and compliance with SEBI regulations and internal guidelines. - Responsible for the efficient execution of bond transactions and managing RFQ- based trading. - Strong grasp of fixed income fundamentals, including bond types, pricing, and yield mechanics. - Well-versed in mutual fund operations with expertise in NAV computation, cut-off deadlines, and settlement cycles.

What are we looking for: - Good communication skills (verbal, written). - 3-4 years of experience with strong fundamental knowledge of Indian capital markets (Equities, Bonds, Mutual Funds) - Strong analytical skills, and proficiency with MS Word, Excel, Power Point. - Knowledge of PMS operations, including asset allocation, performance tracking, and reporting.