Fund Manager

Job highlights

• Successful completion of the NISM Portfolio Management certification for research analysts
• Preferred additional certifications: Investor Advisor and Research Analyst modules,and Portfolio Manager module
• Requirements Proven experience of more than 10 years as a research analyst in a PMS house or AMC

Job Summary: We are seeking an experienced Fund Manager Equity (Buy Side) to lead portfolio construction, investment decision-making, and performance delivery for discretionary PMS and institutional mandates.
The role involves end-to-end ownership of investment strategy, security selection, asset allocation, and risk governance with the objective of generating consistent long-term alpha while adhering to client mandates and regulatory norms.
The incumbent should possess strong buy-side investment experience, proven portfolio management capability across market cycles, and the ability to translate research insights into high-conviction investment decisions within a structured governance framework compliant with regulations issued by SEBI.
Job Responsibilities: Lead portfolio construction and active management of discretionary PMS / institutional equity portfolios.
Conduct in-depth sell-side research for institutional clients and PMS offerings.
Perform offline market analysis with a focus on industry-specific trends and dynamics.
Provide fundamental research and investment recommendations based on thorough analysis.
Define investment strategy, sector allocation, and stock selection aligned with fund objectives and market outlook.
Convert internal research outputs, company interactions, earnings analysis, and macro insights into actionable investment decisions.
Continuously track company fundamentals, earnings trajectory, corporate governance indicators, and sector developments impacting holdings.
Participate in investment committee meetings and contribute to firm-wide investment outlook and strategy discussions.
Engage with HNI/UHNI/institutional investors for portfolio reviews, strategy discussions, and performance communication.
Maintain complete documentation and audit trail of investment rationale and decisions.
Ensure full adherence to PMS regulatory framework, internal compliance norms, and governance protocol.
Collaborate with the investment team to generate actionable investment ideas.
Requirements Proven experience of more than 10 years as a research analyst in a PMS house or AMC.
Strong background in conducting offline market analysis, demonstrating industry-specific expertise.
Strong expertise in portfolio construction, equity valuation methodologies, earnings analysis, and sector assessment frameworks.
Clean regulatory and compliance record with no pending actions with candidate.
Successful completion of the NISM Portfolio Management certification for research analysts.
Preferred additional certifications: Investor Advisor and Research Analyst modules, and Portfolio Manager module.
Strong financial modelling capability and ability to interpret complex company financials and industry dynamics.
Strong communication, decision-making, and leadership skills suitable for senior investment responsibility.