Debt Fund Manager - Mumbai / Bangalore / Ahmedabad

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; In loco; INR 2.500.000 - 5.000.000; Tempo pieno

Descrizione del lavoro

Intellectual Capital HR Consulting Pvt. Ltd. seeks an accomplished professional for Fixed Income research and PMS/fund management roles in Mumbai. You will shape macro views, conduct credit research on NCDs and structured debt, and build client-centric debt portfolios aligned with mandates.

The role requires MBA (Finance), CA, or CFA, with 5–10 years of experience in fixed income. The candidate should explain complex macro themes clearly and engage with high-ticket clients.

Competenze

• MBA (Finance), CA, or CFA Charterholder.
• Experience: 510 years in Fixed Income research or fund management (prior PMS/AIF experience is a plus).
• Attributes: High integrity, entrepreneurial mindset, ability to explain complex macro themes simply.

Mansioni

• Macro Strategy: Formulate the house view on interest rates, inflation, and RBI policy to determine portfolio duration.
• Credit Selection: Conduct deep-dive fundamental research on NCDs, CPs, and structured debt.
• Portfolio Construction: Build bespoke debt portfolios that align with specific client mandates (e.g., Capital Preservation vs. Yield Enhancement).
• Dealing & Liquidity: Execute trades in the primary and secondary markets; manage relationships with bank treasury desks and bond brokers.
• Risk & Compliance: Ensure 100% adherence to SEBI PMS regulations and internal concentration limits. Monitor credit migrations and stress-test portfolios.
• Client Engagement: Act as a subject matter expert in high-ticket client pitches and provide monthly performance commentaries.

Conoscenze

Macro analysis

Credit research

Portfolio construction

Trade execution

Risk compliance

Client engagement

Formazione

MBA (Finance)

CA

CFA Charterholder

Descrizione del lavoro

Role & responsibilities

Key Responsibilities

• Macro Strategy: Formulate the house view on interest rates, inflation, and RBI policy to determine portfolio duration.
• Credit Selection: Conduct deep-dive fundamental research on NCDs, CPs, and structured debt. Identify "hidden gems" in the mid-market corporate space.
• Portfolio Construction: Build bespoke debt portfolios that align with specific client mandates (e.g., Capital Preservation vs. Yield Enhancement).
• Dealing & Liquidity: Execute trades in the primary and secondary markets; manage relationships with bank treasury desks and bond brokers.
• Risk & Compliance: Ensure 100% adherence to SEBI PMS regulations and internal concentration limits. Monitor credit migrations and "stress-test" portfolios.
• Client Engagement: Act as a subject matter expert in high-ticket client pitches and provide monthly performance commentaries.

Candidate Profile

• Education: MBA (Finance), CA, or CFA Charterholder.
• Experience: 510 years in Fixed Income research or fund management (prior PMS/AIF experience is a plus).
• Attributes: High integrity, entrepreneurial mindset, and the ability to explain complex macro themes simply.