Fund Manager - PMS

Company Overview

Company information is not specified.

Job Summary

The Fund Manager - PMS plays a crucial role in conducting equity research for a fundamental long-only investment approach. This position requires the candidate to actively cover stocks across several sectors, aiming to generate significant alpha in the near to medium term. The successful candidate will engage with team members and clients to ensure effective investment strategies are implemented.

Responsibilities

• Conduct comprehensive equity research: Perform deep dives into operational and financial metrics of various companies to identify profitable investment opportunities.
• Bottom-up stock picking: Utilize research findings to inform stock selection decisions, aiming for alpha generation.
• Collaborate with fund managers: Work closely with fund managers for new stock selection, portfolio construction, and active portfolio monitoring.
• Manage portfolio risk: Engage in rigorous risk management practices to mitigate potential downsides in investment portfolios.
• Conduct periodic portfolio reviews: Regularly assess portfolio performance and engage with clients and internal stakeholders to discuss investment strategies and market outlooks.
• Relationship management: Actively manage relationships with corporates, industry insiders, and investors to enhance investment performance and client satisfaction.

Qualifications

• Educational Qualifications:
  • MBA
  • Chartered Accountant (CA)
  • Chartered Financial Analyst (CFA)
• Work Experience:
  • 5-15 years of relevant experience in investment management or related fields.

Preferred Skills

• Strong analytical skills: Ability to analyze financial data and market trends effectively.
• Excellent communication skills: Proficiency in conveying complex investment concepts to diverse audiences.
• Proficient in financial modeling and analysis.
• Strong relationship-building skills: Ability to foster and maintain professional relationships with various stakeholders.

Experience

5-15 years of experience in investment management, equity research, or similar roles.

Environment

Typical work setting and conditions are not specified.

Salary

Salary information is not specified.

Growth Opportunities

Potential career advancement opportunities are not specified.

Benefits

Details on benefits offered are not specified.