Mutual Fund Manager

Bharat Fincare; India; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Bharat Fincare is seeking a Mutual Fund Manager to oversee investment portfolios in line with scheme objectives, benchmarks, and SEBI/AMFI guidelines.

You will conduct equity and fixed income research, build strategies, monitor risk, and present performance updates to the Investment Committee. MBA in Finance with 2–5 years' fund management experience and AMFI/SEBI knowledge are preferred.

Qualifications

• MBA (Finance) preferred.
• 2-5 years in Fund Management, Equity Research, Fixed Income, PMS, AMC, or Institutional Investment firms.
• Experience managing or monitoring AUM of 50 Cr or above will be preferred.
• NISM Series V-A Mutual Fund Distributors Certification preferred/required as applicable to the role.
• Candidates with AMFI/SEBI regulatory knowledge will be preferred.

Responsibilities

• Manage and construct investment portfolios based on scheme objectives, benchmark, and investment strategy.
• Conduct detailed fundamental and financial analysis of companies, sectors, and investment opportunities.
• Develop investment strategies based on macroeconomic trends, market conditions, sector outlook, and valuations.
• Monitor portfolio performance, asset allocation, diversification, and risk exposure.
• Track market indicators including RBI policies, inflation, GDP, FII/DII flows, and global trends.
• Use financial modelling and valuation techniques such as DCF, P/E, EV/EBITDA.
• Monitor market, credit, liquidity, duration, and concentration risks.
• Ensure compliance with SEBI mutual fund regulations, scheme mandates, investment limits, and risk frameworks.
• Monitor NAV performance and benchmark deviation and provide performance attribution.
• Prepare regular fund performance reports, investment updates, factsheets, and management presentations.
• Participate in Investment Committee meetings and present investment recommendations and market views.
• Coordinate with research teams, distributors, institutional clients, and other stakeholders.
• Maintain adequate portfolio liquidity and ensure timely portfolio disclosures.
• Contribute to generating consistent risk-adjusted returns and long-term portfolio performance.

Skills

Portfolio management

Investment analysis

Financial modelling

Valuation

Risk analytics

Derivatives hedging

Regulatory compliance

Communication skills

Decision making

Education

MBA (Finance)

Job description

We are looking for a Mutual Fund Manager / Fund Manager to manage and monitor investment portfolios in line with scheme objectives, investment mandates, benchmarks, and regulatory guidelines. The role requires strong expertise in portfolio management, equity/fixed-income research, valuation, risk management, and market analysis.

The ideal candidate should have experience in fund management, equity research, fixed income, or institutional investments and a strong understanding of SEBI and AMFI regulations.

Key Responsibilities

• Manage and construct investment portfolios based on scheme objectives, benchmark, and investment strategy.
• Conduct detailed fundamental and financial analysis of companies, sectors, and investment opportunities.
• Develop investment strategies based on macroeconomic trends, market conditions, sector outlook, and valuations.
• Monitor portfolio performance, asset allocation, diversification, and risk exposure.
• Track key market indicators including RBI policies, inflation, GDP, FII/DII flows, and global market trends.
• Use financial modelling and valuation techniques such as DCF, P/E, EV/EBITDA, and other relevant methodologies.
• Monitor market, credit, liquidity, duration, and concentration risks.
• Ensure compliance with SEBI mutual fund regulations, scheme mandates, investment limits, and internal risk frameworks.
• Monitor NAV performance and benchmark deviation and provide performance attribution.
• Prepare regular fund performance reports, investment updates, factsheets, and management presentations.
• Participate in Investment Committee meetings and present investment recommendations and market views.
• Coordinate with research teams, distributors, institutional clients, and other stakeholders as required.
• Maintain adequate portfolio liquidity and ensure timely portfolio disclosures.
• Contribute to generating consistent risk-adjusted returns and long‑term portfolio performance.

Required Skills

• Strong knowledge of portfolio management and investment analysis.
• Excellent understanding of equity andor fixed‑income markets.
• Strong financial modelling and valuation skills.
• Knowledge of portfolio risk and performance analytics.
• Understanding of derivatives and hedging strategies.
• Strong analytical, research, and decision‑making abilities.
• Excellent communication and presentation skills.
• Ability to take high‑conviction investment decisions while maintaining regulatory discipline.

Eligibility & Certifications

• Qualification: MBA (Finance) preferred.
• Experience: 2 - 5 years in Fund Management, Equity Research, Fixed Income, PMS, AMC, or Institutional Investment firms.
• Experience managing or monitoring AUM of 50 Cr or above will be preferred.
• Experience across equity and debt fund management will be an added advantage.
• NISM Series V-A Mutual Fund Distributors Certification preferred/required as applicable to the role.
• Candidates with relevant AMFI/SEBI regulatory knowledge will be preferred.

Key Performance Indicators

• Alpha generation against the benchmark.
• Fund performance and peer‑category ranking.
• Sharpe Ratio, Sortino Ratio, and maximum drawdown.
• Portfolio turnover and transaction cost management.
• Regulatory compliance and adherence to investment mandates.
• AUM growth and investor retention.
• Quality and timely submission of investment reports and committee presentations.