The Chief Investment Officer will lead the investment team in establishing and
implementing investment strategies for AMC’s schemes. As a member of Senior
Management, he will facilitate a cohesive team effort for the investment management
team.
Key Responsibilities for the incumbent:
1. Overall leadership & ownership of the investment function i.e., Equity & Debt
Team, including the development of all investment strategies & processes
2. Designing & implementing investment processes to create superior investment
returns for clients
3. Create, maintain & provide guidance and coordination to research & trading teams;
Motivate & incentivize the teams to deliver
4. Setting of targets & measuring investment team performance
5. Work closely with the CEO, Sales & Marketing, & Product teams to design &
bring to the market innovative schemes
6. Communicating investment performance to Sales & Marketing team
7. Participating in Investment Committee and in various other committees 8.
Responsible for overseeing portfolio allocation levels under different market
conditions
8. Responsible for overseeing portfolio allocation levels under different market
conditions
9. Being the principal authority for investment processes within the company,
responsible for carrying out the following activities:-
a) Present & explain investment strategy to the Board of Directors &
Trustees, whenever required
b) Representing the firm at meetings with clients & distributors
c) Producing white papers, thought pieces & other educational or sales &
marketing pieces such as investment & market commentaries to
communicate the firm’s views to clients & distributor’s
d) Ensuring that Investment Management is in compliance with all
regulatory requirements in terms of investing strategies, dealings with
outside parties like media, brokerage houses, companies & other parties
e) Ensuring that Investment Management is in compliance with the internal
group policies
f) Assessing & taking necessary measures towards assessing, monitoring
and managing operational risks related to Investment Function
g) Responsibility to efficiently monitor Investment performance.
Responsible for adherence to risk management guidelines & risk appetite
framework for schemes

h) Ensure daily management of risk and necessary reporting relating to
Investment risk of all scheme(s) such as Market Risk, Liquidity Risk,
Credit Risk, etc. and other scheme-specific risks (Compliance Risk,
Fraud Risk, etc.)
i) Ensure investment policies are aligned to the investment objectives as
documented in the Scheme Information Document (“SID”) j)Ensure that
fund managers & dealers comply with Code of Conduct as per Schedule
V B of Mutual Fund Regulations.
j) Report the key risk identified & corrective actions taken to the CEO and
CRO
k) Ensure that fund managers & dealers comply with the Code of Conduct
as per Schedule V B of Mutual Fund Regulations.

Qualitative Requirements –
Education: CA/ CFA/ MMS / MBA (Full time) program from a reputed institute.
Work Experience –
1. 16-25 years of experience in tracking/managing/ overseeing the Equity / Debt
market in India
2. Must have working experience of more than 8 years of managing Equity Funds or
Debt Funds in an AMC in India
3. Should have handled a team size of 10 Investment professionals in the past three
years
4. Should be conversant with SEBI guidelines relevant to CIO/ Fund Managers in an
Asset Management Company in India.