Role Overview The Portfolio Manager will be responsible for managing the Global AI Thematic PMS, including research, portfolio construction, risk management, performance monitoring, and investor communication.

The role requires strong public markets experience, global equity research capability, valuation discipline, and the ability to identify high-quality businesses benefiting from AI-led structural growth.

Role & responsibilities

- Manage and monitor the Global AI Thematic PMS portfolio.
- Identify listed global companies with meaningful AI exposure and long-term growth potential.
- Conduct fundamental equity research, including financial analysis, valuation, earnings review, and industry assessment.
- Build and rebalance portfolios with explicit position sizing, sector exposure, geography exposure, and risk limits.
- Track portfolio performance, drawdowns, attribution, liquidity, concentration, and factor risks.
- Monitor global macro, interest rate, currency, technology, and regulatory developments relevant to the portfolio.
- Prepare investment notes, portfolio reviews, factsheet inputs, and investor commentary.
- Present strategy, portfolio positioning,



and performance updates to investors and prospects.
- Work with internal investment, compliance, operations, and business development teams.

Preferred candidate profile

- 3-5 years of experience in portfolio management, asset management, PMS, AIF, family office, hedge fund, or public markets investing.
- Strong understanding of global listed equities, especially technology and AI-linked sectors.
- Proven ability to analyze companies using financial statements, valuation models, earnings data, industry trends, and competitive positioning.
- Experience in portfolio construction, risk management, performance attribution, and investor communication.
- Ability to operate in a regulated investment management environment.

Preferred

- CFA / MBA Finance / Masters in Finance, Economics, or related field.
- Experience with Bloomberg, FactSet, Capital IQ, Refinitiv, or similar platforms.
- Prior exposure to global equity portfolios, thematic investing, technology investing, or AI-related sectors.
- Understanding of GIFT City, IFSC structures, PMS, AIFs, or offshore investor requirements.

📌 Portfolio Manager - Global AI Thematic PMS (Ahmedabad)
🏢 Trade Air
📍 Ahmedabad