Fund Manager – Mid Cap/Multi Cap/Flexi Cap – BFSI Break into bfsi

The Corporate Institute; Bengaluru; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

The Corporate Institute in Bengaluru seeks an experienced Fund Manager to oversee Mid Cap, Multi Cap and Flexi Cap equity portfolios. You will drive alpha through bottom-up stock selection, rigorous financial modelling, and disciplined risk management.

Ideal candidates have 7–10 years in equity research or fund management, with CFA/CA/MBA(Finance) and strong India market knowledge. Relocation to Bengaluru is encouraged and cross-functional collaboration is expected.

Qualifications

• 7–10 years of experience in Equity Research, Portfolio Management or Fund Management.
• Experience managing or co-managing Mid Cap, Multi Cap or Flexi Cap strategies preferred.
• Strong knowledge of Indian equities and portfolio construction.
• Background from Buy-side or Sell-side with deep fundamental research.

Responsibilities

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

Skills

Equity research

Portfolio management

Fund management

Alpha generation

Stock selection

Valuation

Financial modelling

Risk management

Education

CFA

CA

MBA (Finance)

Job description

Job Description – Fund Manager (Mid Cap / Multi Cap / Flexi Cap)

Location: Bengaluru

Candidates open to relocating to Bengaluru are encouraged to apply.

About the Role:

We are looking for an experienced Fund Manager to manage and drive performance across Mid Cap, Multi Cap, and Flexi Cap equity strategies.

The role requires a strong investment professional with a proven track record in equity research, portfolio construction, and alpha generation through bottom-up stock selection.

The ideal candidate should possess deep knowledge of Indian equities, demonstrate a disciplined investment philosophy, and have experience managing or co-managing diversified equity portfolios.

Professionals from both Buy-side and Sell-side backgrounds are encouraged to apply. Strong Equity Research professionals from reputed broking houses/institutional research desks with deep fundamental research expertise and a clear understanding of portfolio construction and investment strategies will also be considered.

Key Responsibilities:

• – Manage and oversee Mid Cap, Multi Cap, and/or Flexi Cap equity portfolios.
• – Develop investment ideas through in-depth fundamental research and company analysis.
• – Construct and manage portfolios in line with investment mandates and risk frameworks.
• – Generate alpha through effective stock selection and sector allocation.
• – Conduct detailed financial analysis, valuation, and earnings forecasting.
• – Monitor portfolio performance and recommend timely investment actions.
• – Interact with 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 guidelines.
• – Collaborate 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.
• – Buy-side professionals from AMCs, PMS firms, AIFs, and similar investment platforms are encouraged to apply.
• – Strong Sell-side Equity Research professionals from reputed broking houses/institutional research desks with deep fundamental research expertise are also relevant and encouraged to apply.
• – Strong expertise in fundamental research, financial modelling, valuation, and portfolio construction.
• – Excellent understanding of Indian equity markets across sectors.
• – Demonstrated ability to identify long‑term investment opportunities and generate consistent risk‑adjusted returns.
• – Qualification: CFA, CA, MBA (Finance), or equivalent qualification will be an advantage.