Equity Fund Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 3,500,000 - 7,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai invites an experienced Fund Manager to lead equity portfolios, identify investment ideas, and monitor markets in line with fund objectives.

The role requires a strong buy-side track record, the ability to independently manage portfolios, and collaboration with research analysts and senior leadership. 8+ years of relevant experience and CFA/CA/MBA in Finance are preferred.

Qualifications

• 8+ years of experience in Equity Research / Portfolio Management / Fund Management.
• Strong understanding of capital markets and valuation methodologies.
• Proven ability to generate investment ideas and manage portfolios.

Responsibilities

• Manage and monitor equity portfolios in line with investment strategy and risk parameters.
• Generate high-conviction investment ideas through fundamental research.
• Conduct sector and company analysis across listed equities.
• Make buy/sell/hold recommendations based on market trends and company performance.
• Review financial models, research reports, and valuation analysis.
• Track portfolio performance and benchmark comparisons.
• Participate in company meetings, earnings calls, and industry interactions.
• Work with the research team to identify emerging opportunities.
• Monitor macroeconomic trends, market developments, and sectoral shifts.
• Ensure portfolio allocation aligns with investment mandates and compliance guidelines.

Skills

Buy-side experience

Analytical skills

Portfolio management

Education

CFA / CA / MBA (Finance)

Tools

Financial modelling

Job description

Job Description Fund Manager

Position: Fund Manager
Location: Mumbai
Experience: 8+ Years
Industry: AMC / Mutual Fund / Asset Management

Role Overview

We are hiring a Fund Manager for a growing AMC based in Mumbai. The role involves managing equity portfolios, generating investment ideas, tracking markets and sectors, and driving portfolio performance in line with the fund's investment objectives.

The ideal candidate should have strong buy-side experience, a proven investment track record, and the ability to independently manage portfolios while working closely with research analysts and senior leadership.

Key Responsibilities

• Manage and monitor equity portfolios in line with investment strategy and risk parameters
• Generate high-conviction investment ideas through fundamental research
• Conduct sector and company analysis across listed equities
• Make buy/sell/hold recommendations based on market trends and company performance
• Review financial models, research reports, and valuation analysis
• Track portfolio performance and benchmark comparisons
• Participate in company meetings, earnings calls, and industry interactions
• Work closely with the research team to identify emerging opportunities
• Monitor macroeconomic trends, market developments, and sectoral shifts
• Ensure portfolio allocation aligns with investment mandates and compliance guidelines

Candidate Requirements

• 8+ years of experience in Equity Research / Portfolio Management / Fund Management
• Prior buy-side experience with AMC, PMS, AIF, or investment firms preferred
• Strong understanding of capital markets, valuation methodologies, and portfolio construction
• Proven ability to generate investment ideas and manage portfolios
• Strong analytical and decision-making skills
• Excellent communication and presentation abilities
• CFA / CA / MBA (Finance) preferred

Preferred Sector Exposure

Candidates with experience across sectors such as:

• Financial Services
• Consumer / Retail
• Industrials
• Technology
• Pharma / Healthcare
• Auto

Compensation

Compensation will be competitive and aligned with market standards based on experience, track record, and current compensation.