Fund Manager – Portfolio Management Services HriZen

The Corporate Institute; Mumbai; On-site; INR 5,000,000 - 8,000,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a senior Portfolio Manager to establish and lead the PMS fund management function, focusing on HNI clients and product offerings across mutual funds, ETFs and bonds.

The role requires 10+ years of experience with 6-7 years in relevant PMS/wealth contexts, and a postgraduate finance degree (MBA/PGDBA/PGPM); CFA/CA preferred. You will manage multi-asset PMS portfolios and ensure robust risk and governance frameworks.

Qualifications

• Post Graduation in Finance; CFA/CA preferred.
• 10+ years of experience with 6-7 years in relevant roles.
• Deep understanding of Equity & Fixed Income markets.
• Experience in PMS/AMC/Wealth platforms and fund management.

Responsibilities

• Manage and ideate PMS portfolios across asset classes (equities, debt, hybrids).
• Design and implement risk management framework for PMS products.
• Prepare portfolio commentary, factsheets, and client communications.
• Ensure SEBI PMS compliance and coordination with operations.
• Support client meetings, reviews, and relationship management.

Skills

Portfolio Management

Financial Analysis

Client Communication

Risk Management

Research & Valuation

Education

MBA/PGDBA/PGPM in Finance

CFA/CA preferred

Job description

Job Purpose

• Set up the PMS Fund management function for TCL Wealth PMS with focus on HNI wealth clients. TCL Wealth will be focused on product offerings with mutual funds, ETFs and bonds
• Manage the overall PMS Book and Function to effectively run the PMS proposition. Manage Multi Asset PMS portfolios in line with defined investment strategies and risk framework
• Experience 10+ years, with 6-7 years of relevant experience
• Minimum Degree : Post Graduation (MBA/PGDBA/PGPM in Finance or equivalent; CFA/CA preferred
• Location- Mumbai

Main accountabilities

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

Qualifications & Experience

• Minimum Degree : Post Graduation (MBA/PGDBA/PGPM in Finance or equivalent; CFA/CA preferred.
• Deep understanding of Equity & Fixed Income markets
• Minimum Experience 10+ years, with 6-7 years of relevant experience
• Should have worked in Portfolio Management of AMC/ Wealth Outfit with experience of
• Fund management
• Equity/ debt research with portfolio responsibility
• PMS, AIF, mutual fund, or proprietary investing roles
• Location- Mumbai

Leadership Competencies

• Ownership
• Speed
• Boundaryless Behaviour
• Analytical
• Compliance
• Resilient
• Decision-making
• Adaptability
• Collaboration
• Empathy