MAC Portfolio Manager

Join us as MAC Portfolio Manager, where you will take end-to-end ownership of equity portfolio construction, alpha generation, and risk management across discretionary mandates within PBWM. You will be responsible for delivering superior risk-adjusted returns while operating within investment policy, regulatory frameworks, and governance standards. You will also play a key role in investment communication, leadership engagement, and client-facing discussions, directly influencing portfolio performance, client retention, and AUM growth.

To be successful in this role, you should:

• Drive equity investment strategies aimed at outperforming benchmarks and peers across market cycles.

• Demonstrate strong expertise in portfolio construction, stock selection, sector allocation, and cash management.

• Effectively monitor portfolio performance, risk exposures, and market dynamics, taking timely corrective actions.

• Communicate investment views, portfolio positioning, and risks clearly to leadership and client-facing teams.

• Ensure strict adherence to governance, regulatory requirements, and internal control frameworks.

• Continuously enhance fund management processes, scalability, and reporting frameworks.

Essential Skills / Basic Qualifications:

• Experience as an independent Equity Fund Manager.

• Proven experience managing large equity portfolios (₹5,000+ Cr AUM).

• Demonstrated ability to deliver top quartile performance over the last 3–4 years.

• Strong expertise in portfolio strategy, stock selection, sector allocation, and risk management.

• Ability to operate within investment policy, regulatory, and governance frameworks.

Desirable Skills / Preferred Qualifications:

• Deep understanding of Indian equity markets, sectors, and market cycles.

• Strong analytical capability using tools such as Excel, Power BI, Bloomberg, Cogencis, and PowerPoint.

• Ability to independently form and defend investment views using data and judgment.

• Strong decision-making, stakeholder management, and negotiation skills.

• High ownership mindset with balanced risk awareness.

You may be assessed on the key critical skills relevant for success in role, such as:

• Consistency of alpha generation vs benchmark and peer group.

• Quality of portfolio construction, risk management, and drawdown control.

• Depth of market understanding and strength of investment conviction.

• Effectiveness of investment communication to leadership and clients.

• Discipline in governance, controls, and regulatory adherence.

• Contribution to AUM stability, retention, and growth.

Job location is Mumbai.

Purpose of the role

To generate returns, manage risk, and ensure the portfolio’s financial stability and long-term success. 

Accountabilities

• 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.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.