PMS Fund Manager – Non-Discretionary Equities HireQuest HR Consultants

The Corporate Institute; Mumbai; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an experienced PMS Fund Manager for Non-Discretionary Equities to generate equity ideas and construct model portfolios through rigorous fundamental research. You will deliver insights and client-ready analyses to support recommendations.

Responsibilities include presenting market views, engaging with HNI/UHNI clients, and ensuring compliance with SEBI PMS regulations while coordinating with dealing and operations teams.

Qualifications

• MBA Finance / CFA / CA or equivalent.
• 10-15 years in equities, PMS, AMC or wealth.
• Strong Indian market experience.

Responsibilities

• Generate high-quality equity ideas based on fundamental research and valuation.
• Construct model portfolios and thematic strategies.
• Monitor portfolios and recommend rebalancing actions.

Skills

Financial modelling

Communication skills

Presentation skills

Client relations

Education

MBA Finance / CFA / CA or equivalent

Tools

FactSet

Excel

PowerPoint

Job description

ROLE SUMMARY:

The PMS Fund Manager - Non-Discretionary Equities will be responsible for generating equity investment recommendations and providing advisory services to clients under a non-discretionary PMS model. The role requires deep expertise in Indian equities, fundamental research, portfolio construction, client communication, and adherence to SEBI PMS regulations.

KEY RESPONSIBILITIES:

Investment Strategy & Advisory

• Generate high-quality equity investment ideas based on fundamental research and valuation.
• Construct model portfolios and thematic strategies.
• Monitor portfolios and recommend rebalancing actions.
• Present market views to investment committee.

Research & Analysis

• Conduct company and sector research with financial modelling.
• Track macro trends and corporate developments.
• Prepare investment notes and outlook reports.

Client Engagement

• Interact with HNI/UHNI clients to explain recommendations.
• Support relationship teams in reviews and pitches.
• Prepare customized presentations.

Execution & Compliance

• Ensure trades are executed after client approval.
• Adhere to SEBI PMS regulations.
• Coordinate with dealing and operations.

Risk & Performance Monitoring

• Track performance vs benchmarks.
• Monitor concentration and liquidity.
• Escalate breaches.

QUALIFICATIONS:

• MBA Finance / CFA / CA or equivalent.
• 10-15 years in equities, PMS, AMC or wealth.
• Strong Indian market experience.

SKILLS:

• Financial modelling and valuation.
• Communication and presentation.
• Client-centric mindset.
• FactSet / Excel / PowerPoint proficiency.