Fund Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking an experienced Fund Manager to lead Mid Cap, Multi Cap, and Flexi Cap strategies in Bengaluru. The role emphasizes bottom-up stock analysis, portfolio construction, and alpha generation within a disciplined investment framework.

The ideal candidate has extensive equity market exposure in India and a track record of managing diversified equity portfolios, with CFA/CA/MBA (Finance) credentials considered an advantage.

Qualifications

• Experience: 7–10 years in Equity Research, Portfolio Management, or Fund Management.
• CFA/CA/MBA(Finance) or equivalent is advantageous.
• Strong track record in equity markets, bottom-up stock analysis, and alpha generation.

Responsibilities

• Manage and oversee Mid Cap, Multi Cap, and/or Flexi Cap equity portfolios.
• Generate investment ideas through fundamental research and company analysis.
• Construct and manage portfolios in line with mandates and risk framework.
• Generate alpha via stock selection and sector allocation.
• Perform financial analysis, valuation, earnings forecasting, and modelling.
• Monitor portfolio performance and guide timely investment decisions.
• Meet management teams, analysts, and industry experts for opportunities.
• Track macro trends and market dynamics affecting performance.
• Ensure compliance with SEBI regulations and internal policies.
• Collaborate with research to enhance investment insights.

Skills

Equity Research

Portfolio Management

Fund Management

Financial Modelling

Valuation

Stock Selection

Risk Management

Education

CFA

CA

MBA (Finance)

Job description

Fund Manager Mid Cap / Multi Cap / Flexi CapLocation: Bengaluru (Candidates open to relocating to Bengaluru are encouraged to apply.)

About the Role

We are looking for an experienced Fund Manager to lead and drive the performance of Mid Cap, Multi Cap, and Flexi Cap equity strategies. The ideal candidate will have a strong track record in equity research, portfolio management, and alpha generation through bottom-up stock selection.This role requires deep expertise in the Indian equity markets, a disciplined investment approach, and hands‑on experience in managing or co-managing diversified equity portfolios.

Key Responsibilities

• Manage and oversee Mid Cap, Multi Cap, and/or Flexi Cap equity portfolios.
• Generate investment ideas through in-depth fundamental research and company analysis.
• Construct and manage portfolios in line with the fund's investment mandate and risk framework.
• Generate alpha through stock selection and sector allocation.
• Perform detailed financial analysis, valuation, earnings forecasting, and financial modelling.
• Monitor portfolio performance and recommend timely investment decisions.
• Meet company management teams, industry experts, and analysts to evaluate investment opportunities.
• Track macroeconomic trends, sector developments, and market dynamics impacting portfolio performance.
• Ensure compliance with SEBI regulations, internal investment policies, and risk management guidelines.
• Collaborate closely with the research team to strengthen investment insights and portfolio outcomes.

Candidate Profile

• Experience: 710 years in Equity Research, Portfolio Management, or Fund Management.
• Prior experience managing or co-managing Mid Cap, Multi Cap, or Flexi Cap equity strategies is highly preferred.
• Strong expertise in fundamental research, financial modelling, valuation, and portfolio construction.
• Excellent understanding of the Indian equity markets across sectors.
• Demonstrated ability to identify long-term investment opportunities and generate consistent risk‑adjusted returns.
• CFA, CA, MBA (Finance), or equivalent qualification will be an added advantage.