Associate Portfolio Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 6,500,000 - 9,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks an experienced equity research professional for the role of Associate Portfolio Manager in Mumbai.

The candidate should have strong stock-picking abilities, depth in fundamental research, and a proven track record of identifying growth opportunities. The role will focus on equity research and stock selection with a path toward Associate Portfolio Manager, requiring leadership, sector breadth, and effective communication with clients and senior

Qualifications

• Experience in equity research with buy-side exposure preferred.
• Proven track record identifying multi-bagger opportunities.
• Strong fundamental research, financial modelling and valuation skills.
• Ability to cover multiple sectors and market caps.
• Excellent analytical, written and verbal communication skills.
• Ability to articulate investment theses and recommendations.

Responsibilities

• Identify multi-bagger stocks through in-depth fundamental research and analysis.
• Conduct management meetings and analyst interactions; attend results calls.
• Prepare detailed financial models and investment rationale notes.
• Cover multiple sectors and market capitalisations and spot companies with earnings growth.
• Monitor macro developments, market variables, fund flows and sector rotations.
• Assist in managing client portfolios and contribute to allocation decisions.
• Present and pitch investment ideas to senior investment management.
• Interact with clients and assist in portfolio management activities.

Skills

Equity research

Stock picking

Fundamental analysis

Financial modelling

Stock valuation

Analytical communication

Verbal communication

Education

MBA in Finance

CA

CFA

Tools

MS Excel

Bloomberg

Job description

Job Title: Associate Portfolio Manager

Function: Portfolio Management Listed Equities

Location: Mumbai

Job Overview

We are looking for an experienced equity research professional with strong stock-picking abilities and a proven track record of identifying high-growth investment opportunities. The candidate should have experience covering multiple sectors and market capitalisations, backed by in-depth fundamental research. The role will initially focus on equity research and stock selection, with an opportunity to gradually transition into an Associate Portfolio Manager role.

Key Responsibilities

• Identify potential multi-bagger stocks through in-depth fundamental research and analysis.
• Conduct management meetings, analyst interactions and attend company result calls.
• Prepare detailed financial models, investment rationale notes and stock recommendations.
• Cover multiple sectors and market capitalisations, identifying companies with sustainable earnings growth.
• Monitor macroeconomic developments, key market variables, fund flows, sector valuations and sector rotation trends.
• Assist in managing client portfolios and contribute to portfolio allocation and investment decisions.
• Present and pitch investment ideas to senior investment management professionals.
• Interact with clients and assist in portfolio management activities.

Candidate Profile

• Experience: Around 10 years of experience in equity research, preferably on the buy-side.
• Sector and market-cap agnostic equity research experience.
• Proven track record of identifying multi-bagger investment opportunities.
• Strong understanding of fundamental research, financial modelling and stock valuation.
• Strong analytical, written and verbal communication skills.
• Ability to articulate investment thesis and stock recommendations effectively.
• Proficiency in MS Excel and Bloomberg.

Educational Qualification

MBA in Finance / CA / CFA.

Desired Attributes

• Passionate about equity markets and investing.
• Self-driven, detail-oriented and proactive.
• Strong ownership and accountability.
• Ability to work across sectors and market capitalisations.