Fund Manager – Category III AIF

We are looking for an experienced Fund Manager to lead investment strategy, portfolio construction and investment decision-making for a Category III Alternative Investment Fund (AIF) with a primary focus on listed equity securities.
This is a key investment management role for a qualified with strong expertise in equity research, portfolio management, capital allocation, risk management and institutional investment processes, with the ability to make disciplined investment decisions across market cycles.

Key Responsibilities

Formulate and implement the investment strategy of the Category III AIF, with a primary focus on listed equity securities.
Construct and manage the Fund portfolio in accordance with the investment objective, risk-return framework, asset allocation parameters and regulatory requirements.
Identify, analyse and execute investment opportunities in listed equity shares, equity-related instruments and other permitted securities.
Undertake sector allocation, stock selection,



portfolio rebalancing and exit decisions based on fundamentals, valuation, liquidity, market conditions and risk.
Conduct detailed fundamental research on listed companies, sectors, macroeconomic trends, market cycles and regulatory developments.
Evaluate financial statements, earnings performance, management quality, business models, competitive positioning, corporate governance and valuation.
Prepare and review valuation models, financial projections, investment notes, risk assessments and investment memoranda.
Monitor portfolio companies, including quarterly results, corporate actions, regulatory filings and material capital market developments.
Take investment, divestment and portfolio rebalancing decisions within the applicable delegated authority and investment framework.
Coordinate with brokers, custodians, dealers, operations and compliance teams for trade execution and settlement.
Monitor portfolio risks including market, concentration

📌 Fund Manager – Category III AIF (Mumbai)
🏢 hn safal
📍 Mumbai