Job Description
Location: Mumbai
Employment Type: Full-time
Experience Required: 3-5 years
Job Summary
The Fund Manager will be responsible for managing investment portfolios across asset classes, ensuring alignment with client objectives, risk tolerance, and regulatory requirements. The role requires strong analytical capability, disciplined execution, and a deep understanding of financial markets to deliver consistent, risk-adjusted returns.
Key Responsibilities
Portfolio Management & Strategy: Develop and manage investment strategies aligned with fund objectives and client risk profiles.
Research & Analysis: Analyze markets, economic trends, and company fundamentals to identify investment opportunities.
Asset Allocation & Trading: Decide asset mix and execute buy/sell decisions to optimize portfolio performance.
Risk Management: Monitor and manage portfolio risks through diversification, hedging, and rebalancing.
Performance Monitoring & Reporting: Track performance vs. benchmarks and provide regular reporting and insights.
Compliance & Governance: Ensure adherence to Securities and Exchange Board of India (SEBI) regulations and maintain strong governance standards.
Key Skills & Competencies
Strong financial modelling and valuation expertise.
Deep understanding of capital markets, asset classes, and investment products.
Advanced analytical and decision-making capabilities.
Proficiency in financial research tools and portfolio management systems.
Excellent communication and stakeholder management skills.
Proficiency in MS Excel, Bloomberg Terminal, and portfolio management tools
Qualifications
MBA (Finance) or equivalent postgraduate qualification preferred
CA /CFA
Preferred Candidate Profile
Proven track record (35 years) in a Fund Manager role within a reputed Stock Broking, Research, or Institutional Financial Services firm.
Experience in preparing client-facing technical reports and handling client advisory calls.
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