Job Description

Role Overview

n

We are seeking a high-caliber investment professional with a proven track record in institutional fund management and fundamental equity investing. The ideal candidate will possess strong expertise in equity markets, portfolio management, and special situations/event-driven opportunities, with the ability to generate superior risk-adjusted returns across market cycles.

n

n

What You Must Have

n

• 8–15 years of relevant experience in Fund Management, Asset Management, PMS, Mutual Funds, AIFs, Insurance Funds, Family Offices, or Institutional Investments.

n

• Demonstrated experience managing or co-managing large institutional equity portfolios.

n

• Strong expertise in equity research, valuation, portfolio construction, and risk management.

n

• Experience across leading AMCs, PMS platforms, Mutual Funds, Insurance Funds, AIFs, or Institutional Investment Firms.

n

• Exposure to corporate actions, special situations, or event-driven investment opportunities is highly preferred.

n

• Proven track record of delivering consistent alpha and superior risk-adjusted returns.

n

• Solid analytical, communication, and stakeholder management skills.

n

n

Key Responsibilities

n





• Manage institutional equity portfolios while delivering superior long-term risk-adjusted returns.

n

• Develop and execute investment strategies aligned with fund objectives.

n

• Identify and evaluate investment opportunities arising from mergers, demergers, buybacks, open offers, delistings, restructurings, and other corporate actions.

n

• Conduct detailed company, sector, and macroeconomic research to generate high-conviction investment ideas.

n

• Drive portfolio construction, position sizing, and risk management decisions.

n

• Monitor portfolio performance and ensure compliance with investment mandates.

n

• Present investment recommendations, portfolio reviews, and market outlooks to senior management and investment committees.

n

• Collaborate with internal teams on investment strategy, research, and execution.

n

n

Preferred Qualifications

n

MBA (Finance), CFA, CA, FRM, or equivalent qualification.

n

Strong understanding of Indian equity markets and institutional investing.

n

Experience interacting with Investment Committees and senior stakeholders.

📌 Senior Fund Manager (Mumbai)
🏢 aaa global
📍 Mumbai