Fund Manager – Mid Cap & Small Cap Strategy

Company Overview

[Company details are not specified.]

Job Summary

The Fund Manager – Mid Cap & Small Cap Strategy is crucial for generating superior long-term returns through the identification, evaluation, and management of investments in mid-sized and small-sized companies. This role demands extensive fundamental research, disciplined portfolio construction, sharp analytical judgment, and adeptness in managing the heightened volatility and liquidity risks associated with this market segment.

Responsibilities

• Portfolio Management & Construction

  • Build and actively manage a diversified portfolio of mid-cap and small-cap equities in alignment with the fund’s investment mandate.
  • Rebalance portfolio positions in response to market movements, company performance, and valuation changes.
  • Optimize capital allocation to maximize alpha while implementing disciplined risk controls.

• Fundamental Research & Analysis

  • Conduct detailed bottom-up research on companies encompassing financial modeling, business analysis, competitive positioning, and management assessment.
  • Interact with company management teams, industry experts, and channel partners to gather insights and affirm investment theses.
  • Monitor earnings, corporate developments, and sector trends to identify emerging opportunities.

• Investment Strategy Development

  • Formulate and execute active investment strategies such as growth, value, or blended approaches tailored to the mid & small-cap universe.
  • Identify mispriced securities by assessing market inefficiencies and behavioral patterns early.
  • Develop sector views and adjust the portfolio accordingly.

• Risk Management

  • Continuously assess and mitigate risks associated with liquidity, volatility, governance, and concentration.
  • Implement risk frameworks, including position sizing, stop-loss discipline, and diversification protocols.
  • Ensure adherence to the fund’s risk appetite and regulatory constraints.

• Performance Monitoring & Reporting

  • Track fund performance versus benchmarks (e.g., Nifty Midcap, Smallcap indices) and peer funds.
  • Prepare both internal and external reports, including attribution analysis, risk metrics, and portfolio commentary.
  • Communicate fund strategy, performance dynamics, and market outlook to stakeholders and investors.

• Team Leadership & Collaboration

  • Lead, mentor, and guide equity research analysts supporting the investment strategy.
  • Collaborate with traders for efficient execution and with risk/compliance teams for oversight.
  • Cultivate a research-driven, high-performance culture within the investment team.

• Regulatory Compliance

  • Ensure full compliance with regulatory guidelines, including SEBI mutual fund regulations.
  • Maintain necessary documentation and disclosures for audits, regulatory reports, and internal governance.

• Market Awareness & Thought Leadership

  • Stay abreast of macroeconomic trends, sector developments, and global market movements.
  • Evaluate the impact of economic cycles, interest rate variations, and policy announcements on portfolio companies.
  • Engage in market discussions, conferences, and knowledge-sharing forums.

Qualifications

• Education

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • MBA or Post Graduate Degree in Finance preferred or CFA (Chartered Financial Analyst) or CA (Chartered Accountant).

• Experience

  • Minimum of 5 years experience in portfolio management.
  • Strong track record in managing mid-cap and/or small-cap funds is preferred.

• Core Skills

  • Strong analytical and quantitative abilities.
  • Profound understanding of financial markets, valuation methodologies, and investment frameworks.
  • Discipline, emotional resilience, and capacity to make unbiased decisions under pressure.
  • Excellent communication and presentation skills for articulating strategy and insights.
  • Ethical conduct with a strong fiduciary mindset.
  • Forward-looking perspective and adaptability in dynamic markets.

Preferred Skills

• Additional experiences with innovative investment strategies or technology tools related to investment management.

Experience

• 5+ years in portfolio management, particularly focused on mid-cap and small-cap strategies.

Environment

• This role is based in Mumbai, and while the work setting specifics are not detailed, it typically involves a collaborative office environment with opportunities for client interaction and market engagement.

Salary

[Salary information is not specified.]

Growth Opportunities

[Details about potential career advancements within the company are not specified.]

Benefits

[Information on benefits offered by the company is not specified.]