We are looking for a Mutual Fund Manager / Fund Manager to manage and monitor investment portfolios in line with scheme objectives, investment mandates, benchmarks, and regulatory guidelines. The role requires strong expertise in portfolio management, equity/fixed-income research, valuation, risk management, and market analysis.

The ideal candidate should have experience in fund management, equity research, fixed income, or institutional investments and a strong understanding of SEBI and AMFI regulations.

Key Responsibilities

- Manage and construct investment portfolios based on scheme objectives, benchmark, and investment strategy.
- Conduct detailed fundamental and financial analysis of companies, sectors, and investment opportunities.
- Develop investment strategies based on macroeconomic trends, market conditions, sector outlook, and valuations.
- Monitor portfolio performance, asset allocation, diversification, and risk exposure.
- Track key market indicators including RBI policies, inflation, GDP, FII/DII flows, and global market trends.
- Use financial modelling and valuation techniques such as DCF, P/E, EV/EBITDA, and other relevant methodologies.
- Monitor market, credit, liquidity, duration, and concentration risks.
- Ensure compliance with SEBI mutual fund regulations, scheme mandates, investment limits, and internal risk frameworks.
- Monitor NAV performance and benchmark deviation and provide performance attribution.
- Prepare regular fund performance reports, investment updates, factsheets, and management presentations.
- Participate in Investment Committee meetings and present investment recommendations and market views.
- Coordinate with research teams, distributors,



institutional clients, and other stakeholders as required.
- Maintain adequate portfolio liquidity and ensure timely portfolio disclosures.
- Contribute to generating consistent risk-adjusted returns and long-term portfolio performance.

Required Skills
- Solid knowledge of portfolio management and investment analysis.
- Excellent understanding of equity and/or fixed-income markets.
- Strong financial modelling and valuation skills.
- Knowledge of portfolio risk and performance analytics.
- Understanding of derivatives and hedging strategies.
- Strong analytical, research, and decision-making abilities.
- Excellent communication and presentation skills.
- Ability to take high-conviction investment decisions while maintaining regulatory discipline.

Eligibility & Certifications
- Qualification: MBA (Finance) preferred.
- Experience: 2 - 5 years in Fund Management, Equity Research, Fixed Income, PMS, AMC, or Institutional Investment firms.
- Experience managing or monitoring AUM of 50 Cr or above will be preferred.
- Experience across equity and debt fund management will be an added advantage.
- NISM Series V-A Mutual Fund Distributors Certification preferred/required as applicable to the role.
- Candidates with relevant AMFI/SEBI regulatory knowledge will be preferred.

Key Performance Indicators
- Alpha generation against the benchmark.
- Fund performance and peer-category ranking.
- Sharpe Ratio, Sortino Ratio, and maximum drawdown.
- Portfolio turnover and transaction cost management.
- Regulatory compliance and adherence to investment mandates.
- AUM growth and investor retention.
- Quality and timely submission of investment reports and committee presentations.

📌 Mutual Fund Manager (Delhi)
🏢 Bharat Fincare
📍 Delhi