Fund Manager – Equity Break into bfsi

The Corporate Institute; Bengaluru; On-site; INR 3,500,000 - 7,000,000; Full time

Job summary

The Corporate Institute is seeking an experienced Fund Manager to lead Mid Cap, Multi Cap, and Flexi Cap equity portfolios from Bengaluru. You will apply deep equity research and bottom-up stock selection to generate alpha, while managing risk within the fund's mandate.

Your background in fundamental research, financial modelling, and portfolio construction will be critical to deliver consistent, risk-adjusted returns across Indian markets.

Qualifications

• Experience in equity research and portfolio management across Indian markets.
• Strong capabilities in financial modelling, valuations, and earnings forecasting.
• Ability to construct and manage diversified equity portfolios within risk frameworks.

Responsibilities

• Lead and manage Mid Cap, Multi Cap, and Flexi Cap portfolios.
• Generate investment ideas through fundamental research and company analysis.
• Construct and manage portfolios in line with investment mandate and risk controls.
• Generate alpha via stock selection and sector allocation.
• Perform financial analysis, valuation, and earnings forecasting.
• Monitor portfolio performance and recommend timely decisions.
• Engage with company managements, analysts, and experts for opportunities.
• Track macro trends and market dynamics impacting performance.
• Ensure compliance with SEBI regulations and internal policies.
• Collaborate with research team to enhance insights and outcomes.

Skills

Equity research

Portfolio management

Stock selection

Financial modelling

Valuation

Portfolio construction

Sector allocation

Risk management

Education

CFA

CA

MBA (Finance)

Job description

Fund Manager Mid Cap / Multi Cap / Flexi Cap

Fund Manager (10-18 yrs)

Location: Bengaluru

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: 7-10 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.