Job Summary:

We are seeking an experienced Fund Manager – Equity (Buy Side) to lead portfolio construction, investment decision-making, and performance delivery for discretionary PMS and institutional mandates. The role involves end-to-end ownership of investment strategy, security selection, asset allocation, and risk governance with the objective of generating consistent long-term alpha while adhering to client mandates and regulatory norms.

The incumbent should possess robust buy-side investment experience, proven portfolio management capability across market cycles, and the ability to translate research insights into high-conviction investment decisions within a structured governance framework compliant with regulations issued by SEBI.

Job Responsibilities:

- Lead portfolio construction and active management of discretionary PMS / institutional equity portfolios.
- Conduct in-depth sell-side research for institutional clients and PMS offerings.
- Perform offline market analysis with a focus on industry-specific trends and dynamics.
- Provide fundamental research and investment recommendations based on thorough analysis.
- Define investment strategy, sector allocation, and stock selection aligned with fund objectives and market outlook.
- Convert internal research outputs, company interactions, earnings analysis, and macro insights into actionable investment decisions.
- Continuously track company fundamentals, earnings trajectory, corporate governance indicators,



and sector developments impacting holdings.
- Participate in investment committee meetings and contribute to firm-wide investment outlook and strategy discussions.
- Engage with HNI/UHNI/institutional investors for portfolio reviews, strategy discussions, and performance communication.
- Maintain complete documentation and audit trail of investment rationale and decisions.
- Ensure full adherence to PMS regulatory framework, internal compliance norms, and governance protocol.
- Collaborate with the investment team to generate actionable investment ideas.

Requirements

- Proven experience of more than 10 years as a research analyst in a PMS house or AMC.
- Strong background in conducting offline market analysis, demonstrating industry-specific expertise.
- Strong expertise in portfolio construction, equity valuation methodologies, earnings analysis, and sector assessment frameworks.
- Clean regulatory and compliance record with no pending actions with candidate.
- Successful completion of the NISM Portfolio Management certification for research analysts.
- Preferred additional certifications: Investor Advisor and Research Analyst modules, and Portfolio Manager module.
- Strong financial modelling capability and ability to interpret complex company financials and industry dynamics.
- Strong communication, decision-making, and leadership skills suitable for senior investment responsibility.

📌 Fund Manager (Mumbai)
🏢 Findoc
📍 Mumbai