Fund Manager – Private Wealth/PMS ARIN CONSULTANCY

The Corporate Institute; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

The Corporate Institute is seeking a seasoned investment professional to manage discretionary and non-discretionary fund mandates, focusing on portfolio construction, asset allocation, and investment performance.

You will develop strategies across equities, fixed income and other asset classes, driving performance within a disciplined risk framework and engaging HNI/UHNI clients and senior stakeholders.

Qualifications

• Experience managing multi-asset portfolios including equities.
• Proven performance across market cycles.
• Experience with HNI/UHNI clients.
• Ability to present strategies to clients and senior stakeholders.
• Strong understanding of capital markets.

Responsibilities

• Manage firm's discretionary fund mandates and portfolio construction.
• Develop investment strategies across asset classes.
• Drive portfolio performance with risk management.
• Support client acquisition and portfolio reviews.
• Meet HNI/UHNI clients to present strategies.
• Collaborate with Research, Product, Risk, Compliance.
• Publish market insights and recommendations.
• Contribute to new strategies and multi-asset solutions.

Skills

Multi-asset mgmt

Equity investing

Client presentations

Risk management

Portfolio construction

Macro analysis

Job description

Core Responsibilities:

• – Manage the firm’s captive discretionary and non-discretionary fund mandates with accountability for portfolio construction, asset allocation, and investment performance.
• – Develop and execute investment strategies across equities, fixed income and other asset classes based on macroeconomic trends, market opportunities, and fundamental research.
• – Drive portfolio performance while maintaining a disciplined risk management framework.
• – Partner with the Private Wealth teams to support client acquisition, portfolio reviews, and investment discussions.
• – Meet HNI/UHNI clients and prospects to present investment strategies, portfolio positioning, and market outlook.
• – Work closely with Research, Product, Risk, and Compliance teams to ensure robust investment governance.
• – Publish regular market insights, portfolio commentary, and investment recommendations for internal and client communication.
• – Contribute to the development of new investment strategies and multi-asset solutions aligned with evolving client needs.

Desirable Candidate Profile:

Skills & Experience:

• – Proven experience in managing multi-asset portfolios, including significant exposure to equity investing.
• – Strong track record of delivering investment performance across market cycles.
• – Experience interacting with HNI/UHNI clients and supporting business development initiatives.
• – Ability to simplify complex investment concepts and confidently present investment strategies to clients and senior stakeholders.
• – Strong understanding of portfolio construction, asset allocation, macroeconomics, and capital markets.

Personality Characteristics:

• – Strong investment acumen with the ability to make disciplined, data-driven investment decisions.
• – Excellent communication and presentation skills, with the confidence to engage HNI/UHNI clients and senior stakeholders.
• – Commercially oriented with a strong understanding of client needs and wealth management dynamics.
• – High levels of integrity, ownership, and collaboration in a fast-paced investment environment.