Fund Manager

Oaklanecapital; Maharashtra; On-site; INR 6,000,000 - 9,000,000; Full time

Job summary

Oaklanecapital is seeking an equity fund manager specializing in value-oriented, risk-controlled investing with at least 3 years of experience and independent management of average AUM of ₹500 Cr in Indian markets. The role emphasizes long-term positions, asymmetric returns, and post-tax, fee-adjusted client performance.

You will design portfolios for PMS/AIF mandates, oversee risk controls, and present insights to clients and RMs, while adhering to SEBI PMS/AIF guidelines and internal risk

Qualifications

• Must have strong stock-picking framework and asset allocation discipline.
• Experience leading research and presenting investment ideas to stakeholders.
• Proven ability to manage risk and ensure compliance with SEBI PMS/AIF rules.

Responsibilities

• Design and manage equity portfolios (PMS/AIF) with long-term compounding.
• Define investment philosophy, asset allocation and stock-picking framework.
• Maintain concentrated, high-conviction portfolios with research-backed ideas.
• Lead internal discussions, stress-test assumptions, and foster a research culture.

Skills

Portfolio design

Equity research

Risk management

Client communications

Leadership

Education

MBA (Finance)

CFA Charterholder

CA

Job description

We are looking for an equity fund manager who specializes in value-oriented, risk-controlled investing, with a focus on opportunities offering asymmetric payoffs and a well-proven, verifiable track record.

The ideal candidate will have a minimum of 3 years of experience as a Fund Manager, having independently managed an average AUM of at least ₹500 Cr. They should demonstrate the conviction to hold long-term positions while pursuing outsized risk-adjusted returns, and be equally adept at seizing tactical market opportunities as they arise — delivering superior post-tax, fee-adjusted returns for clients.

Key Responsibilities

Investment Strategy & Portfolio Management

• Design and manage equity portfolios (PMS/AIF mandates) with a focus on long-term compounding, margin of safety, and downside protection.
• Define and execute the fund's investment philosophy, asset allocation, and stock-picking framework.
• Maintain concentrated, high-conviction portfolios built on deep, research-backed ideas.
• Actively rebalance portfolios in response to valuation shifts, business changes, or risk triggers.

Research Leadership & Idea Generation

• Independently generate investment ideas through fundamental research, industry tracking, and valuation analysis.
• Conduct deep dives into balance sheets, annual reports, earnings calls, and channel checks to build robust financial models.
• Lead internal investment discussions, stress-test assumptions, and foster a collaborative research culture.

Risk Management & Compliance

• Monitor portfolio-level risk metrics — sector concentration, position sizing, liquidity, beta, and related measures.
• Ensure compliance with SEBI PMS/AIF regulations and Oaklane's internal risk management framework.
• Implement stop-loss, position-exit, and red-flag protocols where necessary.
• Collaborate with compliance and operations teams to ensure clean execution and audit trails.

Client Communication & Thought Leadership

• Present portfolio rationale, positioning, and updates to clients, RMs, and internal stakeholders.
• Draft investor notes, quarterly commentaries, and periodic thought pieces articulating the fund's strategy and insights.
• Represent the fund in webinars, investor calls, and industry events.
• Uphold Oaklane's values of transparency, clarity, and fiduciary responsibility.

Qualifications & Experience

Education: MBA (Finance), CFA Charterholder, CA, or an equivalent advanced financial credential.

Experience: Minimum 3 years as a Fund Manager in Indian capital markets, with independent management of an average AUM of at least ₹500 Cr.