Fund Manager – Asset Management Firm – CA/CFA Break into bfsi

The Corporate Institute; Mumbai; On-site; INR 6,000,000 - 9,000,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a seasoned Fund Manager to lead Small Cap and Mid Cap Indian equity strategies. You will oversee portfolio construction, conduct in-depth fundamental analysis, and implement alpha-generating ideas while maintaining disciplined risk controls.

The role requires 4+ years of experience managing Indian equity portfolios, strong communication with stakeholders, and a track record of delivering returns across cycles.

Qualifications

• Minimum 4+ years as a Fund Manager for Indian equity portfolios.
• Proven track record in Small Cap / Mid Cap investing.
• Strong understanding of Indian markets, sectors, and valuation frameworks.
• Experience delivering alpha with disciplined risk management.

Responsibilities

• Manage and oversee Small Cap and Mid Cap equity portfolios.
• Develop investment strategies aligned with fund mandates and risk parameters.
• Conduct in-depth fundamental research and company analysis across sectors.
• Lead idea generation, stock selection, and portfolio construction.
• Actively monitor portfolio performance and rebalance based on market conditions.
• Engage with company management teams, sell‑side analysts, and industry experts.
• Present investment strategy and performance updates to internal stakeholders and investors.
• Ensure compliance with regulatory and internal risk guidelines.

Skills

Fund management

Portfolio construction

Risk management

Fundamental research

Stock selection

Alpha generation

Financial modeling

Analytical skills

Stakeholder management

Communication skills

Education

MBA (Finance)

CA

CFA

Job description

Fund Manager

Job Title: Fund Manager Small Cap / Mid Cap (Indian Equities)

Location: Mumbai

Industry: Asset Management Company (AMC)

About the Role:

We are hiring for a Fund Manager to lead and manage Small Cap and Mid Cap equity strategies for a leading Asset Management Company. The role requires strong expertise in Indian equities, portfolio construction, risk management, and delivering consistent alpha across market cycles.

Key Responsibilities:

• Manage and oversee Small Cap and Mid Cap equity portfolios.
• Develop investment strategies aligned with fund mandates and risk parameters.
• Conduct in-depth fundamental research and company analysis across sectors.
• Lead idea generation, stock selection, and portfolio construction.
• Actively monitor portfolio performance and rebalance based on market conditions.
• Engage with company management teams, sell‑side analysts, and industry experts.
• Present investment strategy and performance updates to internal stakeholders and investors.
• Ensure compliance with regulatory and internal risk guidelines.

Candidate Profile:

• Minimum 4+ years of experience as a Fund Manager managing Indian equity portfolios.
• Strong track record in Small Cap / Mid Cap investing.
• Deep understanding of Indian markets, sector dynamics, and valuation frameworks.
• Proven ability to generate alpha with disciplined risk management.
• Strong analytical, financial modeling, and decision-making skills.
• MBA (Finance) / CA / CFA preferred.
• Excellent communication and stakeholder management skills.