Fund Manager

Company Overview

(Company details not provided)

Job Summary

The Fund Manager will be responsible for managing equity portfolios across assigned schemes with a focus on long-term wealth creation. This role is critical in advising on various equity schemes and ensuring optimal asset allocation, stock selection, and portfolio construction, which contributes to the overall investment strategies of the organization.

Responsibilities

• Fund & Portfolio Management

  • Manage equity portfolios across assigned schemes focusing on long-term wealth creation.
  • Advise on various equity schemes and funds in line with the organization’s investment philosophy.
  • Ensure optimal asset allocation, stock selection, and portfolio construction.
  • Maintain fund performance on both absolute and relative return metrics versus benchmarks and peer funds.

• Investment Strategy & Market Review

  • Continuously review equity markets, macroeconomic trends, sector developments, and company fundamentals.
  • Formulate and refine investment strategies and portfolio approaches based on market conditions.
  • Conduct periodic portfolio reviews and recommend tactical or strategic changes where required.

• Policy, Risk & Compliance

  • Ensure adherence to approved investment policies, risk limits, and regulatory guidelines.
  • Work closely with compliance, risk, and operations teams to maintain robust governance standards.
  • Support internal and external audits related to investment activities.

• Investor & Stakeholder Communication

  • Appraise investors on fund performance, investment strategies, and portfolio positioning.
  • Prepare and communicate fund performance updates through monthly and quarterly newsletters.
  • Participate in investor calls, distributor meets, and product presentations as required.

• Collaboration with Marketing & Distribution

  • Interact closely with the marketing and distribution teams to support fund positioning and growth.
  • Provide investment insights and market views to enable effective sales and distributor engagement.
  • Support new product launches and product-related communications.

Qualifications

• Educational Qualifications:

  • MBA, CFA, CA, or equivalent professional qualification.

• Experience:

  • 15+ years of experience in equity fund management, Portfolio Management Services (PMS), or institutional portfolio management.
  • Proven experience managing diversified equity portfolios with a demonstrable track record.

• Key Skills:

  • Strong expertise in equity research, portfolio management, and capital markets.
  • Proven ability to deliver consistent performance across market cycles.
  • Sound understanding of regulatory and compliance frameworks.
  • Excellent communication skills with the ability to simplify complex investment concepts for investors and distributors.
  • High levels of integrity, analytical rigor, and decision-making capabilities.

Preferred Skills

(No additional preferred skills specified)

Experience

15+ years in equity fund management, with a focus on diversified equity portfolios.

Environment

(Typical work setting or location details not provided)

Salary

(Salary details not provided)

Growth Opportunities

(Opportunities for career advancement not specified)

Benefits

(Benefits details not provided)