1. PRINCIPAL ACCOUNTABILITIES

(Accountabilities associated with the job)

- Conduct deep fundamental research on companies, sectors & macro trends
- This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.
- Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile
- Regularly engage with a set of highly skilled large investors on a daily basis
- Interpret market events and take necessary investment action
- Collaborate with fund managers and other analysts to refine investment strategies
- Monitor portfolio company performance and provide regular updates.
- Attend earnings calls, investor presentations, and industry conferences to gather insights.
- Track regulatory developments and assess their impact on portfolio holdings.
- Maintain strong relationships with investors, providing regular updates, and addressing their queries and concerns.

2. MAJOR CHALLENGES

(Challenges faced on an on-going basis in carrying out the job)

- AIF regulations are stringent and evolving. Navigating these while maintaining agility is a challenge.




- Continuous monitoring of global macro & domestic events and quick strategy adjustments.

3. DECISIONS

(Key decisions taken by job holder at his/her end)

For the following decisions, inputs are sought by the role from Supervisor:

- Portfolio Construction
- Evaluating and selecting listed equities
- Responding to macroeconomic shifts, policy changes, or global events

4. INTERACTIONS

(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

- CFO
- Group Investment Risk Officer
- Compliance Leads
- Operations

6. SKILLS AND KNOWLEDGE

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)

Educational Qualifications

a) Qualifications

- CFA, CA or MBA from reputed business school

b) Work Experience

- ~15 years experience in equity research and/or fund management
- Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs
- Strong track record in stock picking & portfolio construction
- Able to effectively communicate

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📌 Senior Research Analyst & Fund Manager (Surat)
🏢 Intellectual Capital HR Consulting
📍 Surat