Fund Manager

Job Summary

The role involves conducting in-depth research, making investment decisions, monitoring portfolio performance, managing risks, and communicating investment strategies to internal and external stakeholders.

Key ResponsibilitiesPortfolio Management
- Manage and monitor assigned investment portfolios.
- Construct and rebalance portfolios in line with the investment strategy.
- Allocate capital across sectors, industries, and individual securities.
- Optimize portfolio risk-return characteristics.
- Ensure compliance with investment mandates and regulatory requirements.

Investment Research
- Perform fundamental analysis of companies, industries, and macroeconomic trends.
- Analyze financial statements, earnings calls, annual reports, and industry data.
- Build financial models and valuation frameworks.
- Generate actionable investment ideas with explicit risk-reward assessments.

Risk Management
- Monitor portfolio exposures and concentration risks.
- Assess liquidity, valuation, and macroeconomic risks.




- Recommend portfolio adjustments based on changing market conditions.
- Ensure adherence to internal risk limits.

Performance Monitoring
- Track portfolio returns against benchmarks.
- Analyze attribution of performance.
- Review investment decisions and refine strategies.
- Maintain high standards of portfolio discipline.

Investment Committee Participation
- Present investment ideas and portfolio recommendations.
- Defend investment theses using quantitative and qualitative analysis.
- Participate in portfolio review meetings.
- Document investment rationale and decisions.

Compliance & Governance
- Ensure adherence to SEBI regulations and internal investment policies.
- Maintain proper documentation for investment decisions.
- Coordinate with compliance and operations teams.
- Support internal and external audits.

Client & Stakeholder Communication
- Explain investment philosophy and portfolio positioning.
- Participate in investor meetin

📌 Fund Manager (Mumbai City)
🏢 Divitiae Investments
📍 Mumbai City