Fund Manager

Findoc · India

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.