04 Nov
|
VRD Source
|
Mumbai
FUND MANAGER – LISTED EQUITIES | POWAI / BANDRA, MUMBAI
Asset Management & Multi-Family Office
Working Days : Monday–Friday (Office) | Saturday (WFH)
Lead the listed equity investment strategy across PMS and RIA platforms.
- Build and manage a high-conviction small-cap portfolio focused on superior risk-adjusted returns.
- Conduct in-depth fundamental research, financial modelling, valuation and sector analysis.
- Drive portfolio allocation, performance monitoring and risk management.
- Ensure compliance with SEBI regulations and investment mandates.
CA / CFA / MBA (Finance) from a reputed institution.
5–10 years of experience in PMS, AIF, mutual funds or investment management, with a strong small-cap focus.
Prior experience as a Fund Manager with a PMS fund house is essential.
Demonstrated benchmark outperformance, ideally supported by audited performance records.
Strong expertise in Indian capital markets, valuation, portfolio construction and risk management.
Established industry network and impeccable regulatory compliance record.
A current-age multi-family office and asset management firm building a differentiated listed-equities platform for India's leading founders, executives and value creators.
📌 Investment Management - Fund Controller (Mumbai)
🏢 VRD Source
📍 Mumbai