About the Role

Tata Capital is looking for an experienced Fund Manager – Portfolio Management Services (PMS) to establish and manage its PMS investment function for High Net-Worth Individual (HNI) clients. The role involves managing multi-asset portfolios, driving investment strategies, ensuring regulatory compliance, and working closely with clients and relationship managers to deliver superior investment outcomes.

Key Responsibilities
- Manage and oversee PMS portfolios across Equity, Mutual Funds, ETFs, Bonds, and Hybrid investments.
- Develop and implement investment strategies based on market trends and client objectives.
- Design and manage the PMS Risk Management Framework.
- Execute investment decisions and monitor portfolio performance.
- Ensure optimal asset allocation and portfolio diversification.
- Prepare portfolio reviews, market commentary, factsheets, and investment presentations.
- Participate in client meetings and explain investment strategies and portfolio performance.
- Support Relationship Managers in client acquisition and retention.




- Ensure compliance with SEBI PMS regulations and internal governance policies.
- Coordinate with compliance, operations, and dealing teams for seamless portfolio execution.

Required Skills & Experience
- 10–15 years of overall experience with at least 6–7 years in Portfolio Management or Fund Management.
- Experience working with Asset Management Companies (AMC), Wealth Management Firms, PMS, AIF, Mutual Funds, or Proprietary Investment Firms.
- Strong understanding of Indian Equity and Fixed Income markets.
- Expertise in portfolio construction, asset allocation, and investment research.
- Solid analytical, valuation, and financial research skills.
- Excellent communication and client-facing abilities.

Preferred Qualifications
- MBA/PGDM/PGPM in Finance or equivalent.
- CFA or CA qualification will be an added advantage.
- Strong understanding of SEBI PMS regulations and investment governance.

What We're

📌 Fund Manager – Portfolio Management Services (Thane)
🏢 Tasknera
📍 Thane