We are looking for an equity fund manager who specializes in value-oriented, risk-controlled investing, with a focus on opportunities offering asymmetric payoffs and a well-proven, verifiable track record.

The ideal candidate will have a minimum of 3 years of experience as a Fund Manager, having independently managed an average AUM of at least ₹500 Cr. They should demonstrate the conviction to hold long-term positions while pursuing outsized risk-adjusted returns, and be equally adept at seizing tactical market opportunities as they arise — delivering superior post-tax, fee-adjusted returns for clients.

Key Responsibilities

Investment Strategy & Portfolio Management
- Design and manage equity portfolios (PMS/AIF mandates) with a focus on long-term compounding, margin of safety, and downside protection.
- Define and execute the fund's investment philosophy, asset allocation, and stock-picking framework.
- Maintain concentrated, high-conviction portfolios built on deep, research-backed ideas.
- Actively rebalance portfolios in response to valuation shifts, business changes,



or risk triggers.

Research Leadership & Idea Generation
- Independently generate investment ideas through fundamental research, industry tracking, and valuation analysis.
- Conduct deep dives into balance sheets, annual reports, earnings calls, and channel checks to build robust financial models.
- Lead internal investment discussions, stress-test assumptions, and foster a cooperative research culture.

Risk Management & Compliance
- Monitor portfolio-level risk metrics — sector concentration, position sizing, liquidity, beta, and related measures.
- Ensure compliance with SEBI PMS/AIF regulations and Oaklane's internal risk management framework.
- Implement stop-loss, position-exit, and red-flag protocols where necessary.
- Collaborate with compliance and operations teams to ensure clean execution and audit trails.

Client Communication & Thought Leadership
- Present portfolio rationale, pos

📌 Equity Portfolio Strategist (Mumbai)
🏢 Oaklanecapital
📍 Mumbai