Fund Manager – Equity Markets

Position: Fund Manager – Equity MarketsResponsible to: Managing DirectorA. Overview of the positionThe Fund Manager – Equity Markets will be responsible for independentlymanaging client-allocated funds by investing in listed Indian equity and equity-related instruments. The role involves conducting detailed research, generatinginvestment ideas, constructing and managing portfolios, and ensuring thatinvestment decisions are aligned with the client’s financial goals, internal policies,and the Company’s investment philosophy.The position plays a critical role in strengthening the Equity Markets businessvertical by driving fund performance, developing investment strategies, andpublishing research insights for clients.B. Qualificationo Primary: Chartered Accountant, Chartered Financial Analyst or MBA (Regular)in Financeo Additional (preferred): Certifications or diplomas in investment management,financial markets, portfolio management or allied domains; SEBI NISMCertifications related to equity markets.C. Experience and Skillso A minimum of 8 to 12 years of experience in equity research, portfoliomanagement, buy-side research, or fund management within the Indianfinancial markets.o Strong knowledge of equity instruments including Large Cap, Mid Cap, SmallCap equity, equity derivatives, ETFs, structured products, and related markettools.o Demonstrated track record of generating alpha, building long-terminvestment portfolios, and managing risk-adjusted returns.o Connects with High Net worth Individuals (HNIs) and Family Offices would bepreferred.o Solid experience in macro-economic, sectoral, and company-level research,using both qualitative and quantitative frameworks.o Familiarity with regulatory guidelines pertaining to investment advisory,portfolio management, and equity markets (SEBI, RBI and relatedframeworks).o Strong analytical, problem-solving, valuation, and financial modelling skills.o Proficiency in Microsoft Office, financial databases, charting tools, and equityanalytics platforms.o Demonstrated ability to prepare and present high-quality investment reports,strategy papers, and recommendations for clients.Strictly confidentialJob Descriptiono Strong communication skills, with ability to explain complex investmentconcepts in a clear and relatable manner.o Collaborative attitude, with openness to work closely with cross-functionalteams including Sales, Operations, Finance, and Compliance.o Willingness to travel for investor meetings or internal business requirements.D. Working RelationshipThe position reports to the Managing Director and serves as a key member of theEquity Markets vertical. The Fund Manager will work closely with the Sales/ ClientAcquisition team, for technical discussions and investment presentations.This role contributes to building a robust fund management capability withinSGMPL, ensuring client confidence, transparent reporting, and consistentinvestment performance.E. Key Responsibilitieso Manage client-allocated funds by investing in listed Indian equities andequity-related instruments, with a clear focus on generating superior risk-adjusted returns.o Conduct top-down macroeconomic analysis and bottom-up company analysisto identify investment opportunities.o Build and manage diversified portfolios across segments.o Continuously monitor market movements and economic trends, recalibratinginvestment decisions as required.o Determine optimal asset allocation and rebalance portfolios periodically toalign with client goals and market conditions.o Formulate strategies for leverage and hedging (where applicable), ensuringcompliance with internal policies.o Develop and propose Equity Portfolio Offerings to the Investors Committeeof SGMPL, for evaluation and adoptiono Conduct comprehensive fundamental and technical research to developinvestment ideas.o Track sectoral developments, company events, regulatory changes, andglobal economic factors affecting Indian equity markets.o Publish periodic research updates, investment rationale, and review reportsfor existing clients.o Prepare investment strategy notes and contribute to the development ofequity investment frameworks used internally.o Participate in technical discussions and strategy meetings with potentialinvestors alongside the Sales team.o Explain portfolio construction, risk frameworks, performance metrics, andmarket outlook to clients in a clear and structured manner.o Maintain strong relationships with existing clients through periodicperformance reviews, insights sharing, and scheduled interactions.Strictly confidentialJob Descriptiono Conduct knowledge sessions/ webinars for select client groups to buildcredibility and enhance investor confidence.o Ensure strict adherence to internal investment policies, risk frameworks,documentation processes, and reporting guidelines.o Collaborate with Operations and Finance teams to ensure seamless executionof investment transactions and regulatory compliance.o Identify opportunities for process improvements across research, portfoliomonitoring, reporting, and client servicing workflows.F. Other Responsibilitieso Coordinate and collaborate with other functional departments, to facilitatemeeting of business objectives.o Drive initiatives taken by the management, to ensure implementation withinthe Equity Markets business unit.o Ensure that the operational costs are controlled and minimized, for effectiveutilization of the Company’s resources.o Ensure the function’s adherence to SGMPL’s policies and procedures.o Ensure that the organization’s properties and assets are safeguarded.o Delegate responsibility and authority effectively and ensure that the teamspractice their authority and accept their responsibilities.