Fund Manager - SME

Intellectual Capital Hr Consulting; Mumbai; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

An investment management firm in Mumbai is seeking a seasoned professional to lead their investment strategy focusing on SMEs and listed/unlisted companies. The ideal candidate will have over 10 years of experience in fund management with a proven track record of managing significant funds. Responsibilities include deep fundamental research, performance monitoring, and team leadership. This role requires an entrepreneurial mindset and a strong understanding of business cycles and value investing.

Qualifications

• 10+ years of experience in fund management, preferably in AIFs, Mutual Funds, or PMS.
• Strong track record of managing funds of 500 Cr+, ideally in micro to mid-cap space.
• Demonstrated understanding of business cycles and value investing.

Responsibilities

• Lead and manage the investment strategy for SMEs and listed/unlisted companies.
• Conduct deep fundamental research including financial modelling and detailed valuations.
• Create and manage a high-performing investment portfolio.

Skills

Fund management

Business analysis

Risk analysis

Portfolio management

Valuations

Deep fundamental research

Job description

Job 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.

Candidate Profile

• 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.