- Fund Management Design and execute investment strategies including long-short equity, derivatives, and arbitrage.
- Portfolio Oversight Monitor fund performance, rebalance portfolios, and manage risk exposures.
- Compliance & Governance Ensure adherence to SEBI’s AIF regulations, reporting standards, and investor protection norms.
- Client & Investor Relations Communicate fund strategies, performance updates, and disclosures to investors.
- Risk Management Identify, measure, and mitigate risks associated with leveraged and complex trading strategies.
Key Responsibilities
- Regulatory Compliance: Maintain SEBI registration and certification validity.
- Ethical Conduct: Avoid conflicts of interest, insider trading, and misrepresentation.
- Strategic Execution: Implement advanced trading strategies while balancing risk-return.
- Reporting & Transparency: Provide accurate disclosures to investors and regulators.
- Continuous Learning: Renew certification every 3 years and stay updated on evolving AIF regulations.
Required Skills:
· NISM-Series-XXI-B: Portfolio Managers Certification exam.
Bachelor or Master in Finance, investment or any other related field
Education background: Post-graduate degrees like an MBA (Finance), CFA (Chartered Financial Analyst),
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· Experience: A minimum of 5 years of active experience in fund management, investment advisory, or stock market analysis.