Fund Manager – PMS HriZen

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an Investment Manager to manage and ideate portfolios for PMS clients, design the risk management framework, and create model portfolios across mutual funds and bonds. You will rebalance across equity, debt, and hybrid strategies and deliver market commentary and investment rationale for client communication and product notes.

You will participate in client meetings, support Relationship Managers in client acquisition and retention, and ensure SEBI PMS

Qualifications

• Strong fundamental research and valuation skills.
• Deep understanding of Indian equity markets and economic cycles.
• Excellent communication and client-facing abilities.
• High ethical standards and compliance orientation.

Responsibilities

• Manage and ideate portfolios for PMS across market trends.
• Design and implement the PMS risk management framework and governance.
• Create model portfolios across mutual funds and bonds; rebalance portfolios to meet mandates.
• Deliver clear market commentary and investment rationale for client communication and reviews.
• Participate in client meetings and support Relationship Managers and sales teams.
• Ensure compliance with SEBI PMS regulations and maintain documentation.

Skills

Portfolio management

Market analysis

Client communication

Compliance awareness

Job description

Description

Investment Management

• Manage and ideate portfolios for various segments of clients and as per market trends
• Designing the Risk Management Framework for the PMS
• Create model portfolios across Mutual Funds and Bonds. ETF and generate ideas for portfolios for different segment and needs of clients
• Execute buy/sell decisions and actively monitor portfolio performance
• Ensure optimal asset allocation and diversification across portfolios
• Deliver clear market commentary, model outputs, and investment rationale for client communication, reviews, and product notes
• Rebalance PMS portfolios across equity, debt, and hybrid strategies to meet client mandates and performance objectives

Client Interaction and reporting

• Participate in client meetings, portfolio reviews, and investment discussions
• Communicate investment rationale, performance attribution, and market outlook to clients
• Support Relationship Managers and sales teams in client acquisition and retention
• Prepare and review portfolio commentary, factsheets, and presentations

Compliance & Governance

• Ensure compliance with SEBI PMS regulations, internal policies, and audit requirements
• Maintain proper documentation and disclosures for all portfolios
• Coordinate with compliance, operations, and dealing teams for smooth execution

Others

• Strong fundamental research and valuation skills
• Deep understanding of Indian equity markets and economic cycles
• Excellent communication and client-facing abilities
• High ethical standards and compliance orientation