Barclays—DPM Equities Portfolio Manager

Job description

Description: Job Description 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. Vice President Expectations - To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.. - If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.. - 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 be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.. - Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. - Manage and mitigate risks through assessment, in support of the control and governance agenda. - Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. - Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. - Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. - Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. - Adopt and include the outcomes of extensive research in problem solving processes. - Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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. Join us as DPM Equities 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.