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Job summary
A prominent consulting firm in Maharashtra is seeking an experienced investment manager to lead the investment strategy for SMEs and listed/unlisted companies. The ideal candidate will have over 10 years of fund management experience, particularly in the micro to mid-cap space. Responsibilities include managing a high-performing portfolio and conducting thorough fundamental research to drive investment decisions. Strong leadership and communication skills are essential in this executive-level position. The role is full-time, targeting professionals with a CFA, CA, MBA in Finance, or equivalent qualification.
Qualifications
10+ years of experience in fund management, preferably in AIFs, Mutual Funds, or PMS.
Strong track record of managing funds of ₹500 Cr+, preferably in micro to mid-cap space.
Proven leadership ability to build, lead, and mentor teams.
Responsibilities
Lead and manage the investment strategy for SMEs and listed/unlisted companies.
Perform deep fundamental research, including business analysis, sector mapping, financial modelling, and detailed valuations.
Conduct ongoing performance monitoring and risk analysis of investments.
Conduct ongoing performance monitoring and risk analysis of investments.
Represent the firm in investor meetings, industry forums, and regulatory engagements.
Skills
Fund management experience
Leadership ability
Communication skills
Stakeholder management
Leadership
Market analysis
Education
CFA / CA / MBA (Finance) or equivalent
Tools
Regulatory governance
Job description
Direct message the job poster from Intellectual Capital HR Consulting Pvt. Ltd.
Responsibilities
Lead and manage the investment strategy for SMEs and listed/unlisted companies.
Perform deep fundamental research, including business analysis, sector mapping, financial modelling, and detailed valuations.
Create and manage a high-performing portfolio with a frugal and disciplined approach.
Conduct ongoing performance monitoring and risk analysis of investments.
Stay updated with macroeconomic indicators, market cycles, and emerging opportunities.
Work closely with internal and external stakeholders, analysts, and consultants.
Build and lead a high-performance team of analysts and associates.
Develop investment theses with strong conviction based on long-term fundamentals.
Represent the firm in investor meetings, industry forums, and regulatory engagements.
Qualifications
10+ years of experience in fund management, preferably in AIFs, Mutual Funds, or PMS.
Strong track record of managing funds of ₹500 Cr+, preferably in micro to mid-cap space.
Demonstrated understanding of business cycles, value investing, and fundamentals.
Experience in investing in non-startup segments – i.e., stable growth SMEs, and scalable listed/unlisted entities.
Entrepreneurial drive with a frugal, owner-operator mindset.
Proven leadership ability to build, lead, and mentor teams.
Strong understanding of SEBI regulations, fund structures, governance, and compliance.
Excellent communication, stakeholder management, and presentation skills.
Preferred Skills
CFA / CA / MBA (Finance) or equivalent.
Exposure to building or turning around fund portfolios.
Experience in greenfield fund setups will be a plus.
Seniority Level
Executive
Employment Type
Full-time
Job Function
Research, Analyst, and General Business
Industries
Investment Management, Investment Advice, and Funds and Trusts