Manager- Investments

Research Support

• Assist the HOD in equity research by compiling data, building financial models, and preparing peer comparison analyses.
  • Track assigned sectors and highlight key developments, financial results, and market news.
  • Prepare first drafts of investment notes and research summaries.
  • Translate investment objectives into sectoral and thematic research plans, and monitor portfolio performance against benchmarks.

Portfolio Operations

• Monitor daily portfolio P&L and corporate action calendars.
  • Execute approved buy/sell transactions and ensure settlement within stipulated timelines.
  • Track sector developments and escalate emerging risks and opportunities to senior management.
  • Monitor PMS, AIF, and Mutual Fund NAVs and performance, highlighting underperformance where applicable.
  • Coordinate with advisors, fund houses, and other investment partners.

Advisor Coordination

• Schedule and coordinate meetings with advisors and AMCs, prepare meeting materials, and circulate minutes.
  • Track action items from advisor meetings and ensure timely closure.

Technical Skills & Tools

• Intermediate to advanced financial modelling.

  • Advanced Excel for financial analysis and reporting.
  • Working knowledge of investment software and MIS tools.
  • Familiarity with BSE/NSE portals, Screener.in, and financial research platforms.
  • Knowledge of SEBI regulations governing Mutual Funds, PMS, and AIFs.

• Strategy & Planning
  Translate strategy into departmental plans.

• Business Acumen
  Support tracking of business and industry trends to drive sustainable growth.

• Policy & Governance
  Implement policies, recommend improvements, and develop SOPs, note sheets, and processes aligned with strategic goals and business needs while ensuring compliance within predefined TATs.

• Team Leadership & Development
  Manage team performance, delegate tasks, and resolve queries.
  Recommend regular upskilling and reskilling programmes.

• Feedback & Performance Management
  Provide timely feedback, guidance, and direction to the team.

• Cost & Budget Management
  Prepare and submit budgets while optimizing costs, resources, and processes.

• Stakeholder Management
  Build and maintain effective relationships with internal and external stakeholders.
  Partner with leadership and cross-functional teams to ensure timely stakeholder response.
  Monitor costs and ROI.

• Reporting & Analytics
  Maintain accurate process documentation, trackers, and records.
  Prepare, analyze, and present MIS and performance metrics.