Fund Manager – Specialized Investment Funds SkillFlix Consultancy

The Corporate Institute; Mumbai; On-site; INR 4,500,000 - 7,000,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a senior investment professional to lead SIF portfolios, design and implement investment strategies aligned with fund objectives and risk parameters. The role emphasizes long-short equity approaches and disciplined portfolio construction.

You will conduct in-depth fundamental and quantitative research, monitor exposure and risk, and coordinate with research, compliance, and operations teams to ensure SEBI compliance and timely investor updates.

Qualifications

• 8–12 years in fund/portfolio management or equity research.
• Proven track record managing equity portfolios and implementing strategies.
• Strong knowledge of long-short equity, futures, options and derivatives.
• Familiarity with SEBI rules for Specialized Investment Funds.
• Analytical, quantitative, decision-making and communication skills.

Responsibilities

• Manage SIF portfolios and implement investment strategies.
• Develop and execute long-short equity strategies.
• Utilize equity securities, futures, options for construction and hedging.
• Conduct fundamental and quantitative research on companies and markets.
• Monitor performance, risk, leverage, liquidity and concentration.
• Prepare investment committee materials and investor updates.
• Ensure compliance with SEBI regulations and fund mandates.

Skills

Equity portfolio mgmt

Long-short strategies

Derivatives trading

Risk management

Quant research

SEBI compliance

Portfolio construction

Performance attribution

Job description

Roles & Responsibilities:

• Manage SIF portfolios and implement investment strategies aligned with the fund’s objectives, investment mandate and risk parameters.
• Develop and execute long-short equity strategies to identify opportunities across long positions and permitted short positions.
• Use equity securities, futures, options and other permitted financial instruments for portfolio construction, hedging and risk management.
• Conduct in-depth fundamental and quantitative research on companies, sectors, market trends and macroeconomic developments.
• Make investment decisions based on market analysis, valuation, risk-reward assessment and portfolio objectives.
• Monitor portfolio performance, asset allocation, gross and net exposure, leverage where applicable, liquidity and concentration risks.
• Manage derivative positions, mark-to-market exposure, margin requirements and downside risk.
• Establish and monitor portfolio risk limits, drawdowns and hedging strategies to protect investor capital.
• Ensure compliance with SEBI regulations, applicable investment restrictions, fund mandates and internal risk management policies.
• Work closely with the research, dealing, compliance, risk management and operations teams.
• Prepare investment committee presentations, portfolio reviews, performance reports and investor updates.
• Monitor industry developments, regulatory changes and market opportunities to refine investment strategies.

Required Skills & Experience:

• 8 – 12 years of experience in fund management, portfolio management, equity investments or investment research.
• Demonstrated experience in managing equity portfolios and implementing investment strategies.
• Strong understanding of long-short equity strategies, futures, options and derivative-based portfolio management.
• Knowledge of Specialized Investment Funds (SIFs), including the applicable SEBI regulatory framework and investment limits.
• Strong capabilities in portfolio construction, asset allocation, stock selection, hedging and risk management.
• Experience in performance attribution, exposure monitoring and portfolio risk analysis.
• Strong analytical, quantitative, decision-making and communication skills.