Fund Manager

4 days ago

Mumbai, India Wealthy Nivesh Full time

Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering individuals to make informed financial decisions.


Salary: Open to discussion  


Attractive hike, incentive and ESOP provisions. 


Role Overview

We are seeking an experienced and results-driven Fund Manager to oversee and manage investment portfolios, ensuring optimal returns while mitigating risks. The ideal candidate will bring a strong background in portfolio management, investment analysis, and market research, combined with exceptional decision-making and leadership skills.  


Key Responsibilities:

1. Portfolio Management:

  • Strategize and execute investment decisions to meet client and organizational objectives.  
  • Develop and manage diversified portfolios across asset classes such as equities, fixed income, and alternative investments.  


2. Investment Strategy:  

  • Analyze macroeconomic trends, market conditions, and industry developments to identify investment opportunities.  
  • Create long-term strategies and tactical asset allocation models to achieve optimal performance.  


3. Research and Analysis:  

  • Conduct thorough financial analysis, including company valuations, sector studies, and risk assessments.  
  • Stay updated on regulatory, political, and economic factors influencing the markets.  


4. Client Engagement: 

  • Communicate investment strategies, portfolio updates, and performance reviews to stakeholders and clients.  
  • Address client queries, ensuring transparency and confidence in portfolio decisions.  


5. Compliance and Risk Management:

  • Ensure adherence to regulatory and organizational policies.  
  • Continuously monitor portfolio risks, implementing appropriate measures to safeguard assets.  


6. Team Collaboration and Leadership:

  • Mentor junior analysts and portfolio managers, fostering a culture of excellence.  
  • Collaborate with other teams to align investment strategies with overall business goals.  


Qualifications and Skills: 

  • Minimum 5+ years as a Fund Manager, Portfolio Manager, or Analyst.  
  • Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field.  
  • CFA, CA, or equivalent is highly preferred.  
  • Strong understanding of financial markets, instruments, and global economic trends.  
  • Proficiency in financial modeling, portfolio analysis tools, and risk management systems.  
  • Excellent communication, presentation, and decision-making skills.  
  • Ability to work under pressure and deliver results in dynamic market conditions.  

  • Kotak Mutual Fund | Operations Manager | mumbai

    1 month ago

    mumbai, India Kotak Mutual Fund Full time

    ResponsibilitiesThe ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings.Execution of Funds Settlement of HNI & NRI clients.To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.To process...

  • Kotak Mutual Fund | Operations Manager | mumbai

    1 month ago

    mumbai, India Kotak Mutual Fund Full time

    Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

  • Kotak Mutual Fund | Operations Manager | mumbai

    1 month ago

    mumbai, India Kotak Mutual Fund Full time

    Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

  • Lawyer for Alternative Investment Funds

    3 weeks ago

    Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    Abakkus Asset Manager Private Limited is an alpha-focused asset manager managing approximately INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of incorporation,...

  • Axis Mutual Fund | Company Secretary

    2 weeks ago

    Mumbai, India Axis Mutual Fund Full time

    Who we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

  • Grobiz SME Opportunities Fund | Compliance Officer | mumbai

    1 month ago

    mumbai, India Grobiz SME Opportunities Fund Full time

    Job Profile : Compliance Officer Company Profile : Grobiz Professionals LLP is an Investment Manager of Grobiz SME Opportunities Fund About Grobiz SME Opportunities Fund: Grobiz SME Opportunities Fund is a CAT III fund pioneering the emerging SME investing landscape in India. Spearheaded by a team of seasoned professionals with a stellar track record in...

  • Axis Mutual Fund | Company Secretary

    2 weeks ago

    mumbai, India Axis Mutual Fund Full time

    Who we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

  • Canara Robeco Mutual Fund | Research Analyst | mumbai

    1 month ago

    mumbai, India Canara Robeco Mutual Fund Full time

    Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

  • Canara Robeco Mutual Fund | Research Analyst | mumbai

    1 month ago

    mumbai, India Canara Robeco Mutual Fund Full time

    Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

  • Canara Robeco Mutual Fund | Research Analyst | mumbai

    1 month ago

    mumbai, India Canara Robeco Mutual Fund Full time

    Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

  • Axis Mutual Fund | Company Secretary

    3 weeks ago

    mumbai, India Axis Mutual Fund Full time

    Who we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

  • Axis Mutual Fund | Company Secretary

    3 weeks ago

    mumbai, India Axis Mutual Fund Full time

    Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

  • Legal Professional

    2 weeks ago

    Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time

    About Abakkus Asset Manager Private LimitedAbakkus is a leading alpha-focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just 6 years of...

  • Fund accounting manager

    3 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Role and Responsibilities:Fund Accounting: Managing Operations of Private Equity Funds (AIF/VCF). Reviewing the work of fund accounting team & guiding them in preparation of books of accounts. Reviewing books of investment Manager & assisting in audit of investment manager. Audit strategy - Audit planning and compliances with Audit requirement....

  • Fund Accounting Manager

    2 days ago

    Mumbai, Maharashtra, India Vinceré Partners Full time

    About Vincer PartnersVincer Partners is a leading investment manager, overseeing the Vincer Partners Growth Fund - I, a Private Equity fund focused on Series A+ growth investments in Healthcare, Enterprise Tech, Industrials, and Consumer. We back emerging leaders with cheque sizes of $5-20 mn and selectively invest in pre-IPOs in high-growth mid-cap...

  • Fund Accounting Manager

    3 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Role and Responsibilities:Fund Accounting: Managing Operations of Private Equity Funds (AIF/VCF). Reviewing the work of fund accounting team & guiding them in preparation of books of accounts. Reviewing books of investment Manager & assisting in audit of investment manager. Audit strategy - Audit planning and compliances with Audit requirement....

  • Fund Accounting Manager

    3 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Role and Responsibilities:Fund Accounting: Managing Operations of Private Equity Funds (AIF/VCF). Reviewing the work of fund accounting team & guiding them in preparation of books of accounts. Reviewing books of investment Manager & assisting in audit of investment manager. Audit strategy - Audit planning and compliances with Audit requirement....

  • Fund Accounting Manager

    3 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Role and Responsibilities: Fund Accounting:  Managing Operations of Private Equity Funds (AIF/VCF).  Reviewing the work of fund accounting team & guiding them in preparation of books of accounts.  Reviewing books of investment Manager & assisting in audit of investment manager.  Audit strategy - Audit planning and compliances with Audit...

  • Financial Fund Manager

    4 days ago

    Mumbai, Maharashtra, India Hiranandani Financial Services Full time

    Hiranandani Financial Services is seeking an experienced and skilled Financial Fund Manager to join our team. This role offers a unique opportunity for someone with expertise in financial fund raising and management.The estimated salary for this position is ₹15,00,000 per annum, depending on experience and qualifications.About the Role:This position...

  • Fund Manager

    3 days ago

    Mumbai, India Wealthy Nivesh Full time

    Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering individuals to make...