Fund Manager

JM Financial Ltd; Mumbai; On-site; INR 3,500,000 - 7,500,000; Full time

Job summary

JM Financial Ltd in Mumbai seeks a seasoned Fund Manager to oversee discretionary and non-discretionary portfolio mandates, driving performance through robust construction and strategic asset allocation. The role requires deep market expertise and strong client engagement with HNI/UHNI clients.

You will collaborate with Research, Risk and Compliance teams, present investment views to clients, and develop innovative multi-asset solutions while ensuring disciplined governance and risk controls.

Qualifications

• 12+ years of experience in Investment Advisory, RIA, PMS, Wealth Management, Asset Management, or Family Office environments.
• Strong advisory experience managing and advising HNI/UHNI clients on investment portfolios and wealth creation strategies.
• Proven experience in portfolio construction, asset allocation, and equity investment management.
• Demonstrated track record of delivering consistent investment performance across market cycles.
• Strong understanding of financial markets, macroeconomics, investment products, and risk management frameworks.
• Experience supporting business development initiatives and client acquisition efforts.
• Excellent presentation and communication skills with the ability to simplify complex investment concepts for clients and stakeholders.

Responsibilities

• Manage discretionary and non-discretionary fund mandates with accountability for portfolio construction and performance.
• Develop and execute investment strategies across equities and fixed income.
• Drive portfolio performance within a disciplined risk management framework.
• Partner with Private Wealth teams to support client acquisition and reviews.
• Meet HNI/UHNI clients to present investment strategies and market outlook.
• Collaborate with Research, Product, Risk, and Compliance to ensure governance.
• Publish market insights and investment recommendations for clients and internal use.
• Contribute to development of new investment strategies and multi-asset solutions.

Skills

Portfolio construction

Asset allocation

Investment advisory

HNI client advisory

Market analysis

Risk management

Client engagement

Presentation skills

Education

CA / MBA (Finance) / CFA (Preferred)

Job description

Qualification

CA / MBA (Finance) / CFA (Preferred)

Role Purpose

The Fund Manager will be responsible for managing discretionary and non-discretionary portfolio mandates, driving investment performance through robust portfolio construction and asset allocation strategies. The role requires strong market expertise, client engagement capabilities, and the ability to develop innovative investment solutions for HNI/UHNI clients while ensuring disciplined risk management and governance.

Key Responsibilities

• Manage the firm's captive discretionary and non-discretionary fund mandates with accountability for portfolio construction, asset allocation, and investment performance.
• Develop and execute investment strategies across equities, fixed income and other asset classes based on macroeconomic trends, market opportunities, and fundamental research.
• Drive portfolio performance while maintaining a disciplined risk management framework.
• Partner with the Private Wealth teams to support client acquisition, portfolio reviews, and investment discussions.
• Meet HNI/UHNI clients and prospects to present investment strategies, portfolio positioning, and market outlook.
• Work closely with Research, Product, Risk, and Compliance teams to ensure robust investment governance.
• Publish regular market insights, portfolio commentary, and investment recommendations for internal and client communication.
• Contribute to the development of new investment strategies and multi-asset solutions aligned with evolving client needs.

Skills and Experience

• 12+ years of experience in Investment Advisory, RIA, PMS, Wealth Management, Asset Management, or Family Office environments.
• Strong advisory experience managing and advising HNI/UHNI clients on investment portfolios and wealth creation strategies.
• Proven experience in portfolio construction, asset allocation, and equity investment management.
• Demonstrated track record of delivering consistent investment performance across market cycles.
• Strong understanding of financial markets, macroeconomics, investment products, and risk management frameworks.
• Experience supporting business development initiatives and client acquisition efforts.
• Excellent presentation and communication skills with the ability to simplify complex investment concepts for clients and stakeholders.

Other Requirements

• Prior experience with SEBI-registered platforms.
• CFA Charter holder or equivalent investment credentials.
• Existing relationships within the HNI/UHNI ecosystem
• Strong client-facing and relationship management skills.