Fund Manager – Equity Markets

Position: Fund Manager – Equity Markets Responsible to: Managing Director A. Overview of the position The Fund Manager – Equity Markets will be responsible for independently managing client-allocated funds by investing in listed Indian equity and equity- related instruments. The role involves conducting detailed research, generating investment ideas, constructing and managing portfolios, and ensuring that investment 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 business vertical by driving fund performance, developing investment strategies, and publishing research insights for clients. B. Qualification o Primary: Chartered Accountant, Chartered Financial Analyst or MBA (Regular) in Finance o Additional (preferred): Certifications or diplomas in investment management, financial markets, portfolio management or allied domains; SEBI NISM Certifications related to equity markets. C. Experience and Skills o A minimum of 8 to 12 years of experience in equity research, portfolio management, buy-side research, or fund management within the Indian financial markets. o Strong knowledge of equity instruments including Large Cap, Mid Cap, Small Cap equity, equity derivatives, ETFs, structured products, and related market tools. o Demonstrated track record of generating alpha, building long-term investment portfolios, and managing risk-adjusted returns. o Connects with High Net worth Individuals (HNIs) and Family Offices would be preferred. 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 related frameworks). o Strong analytical, problem-solving, valuation, and financial modelling skills. o Proficiency in Microsoft Office, financial databases, charting tools, and equity analytics platforms. o Demonstrated ability to prepare and present high-quality investment reports, strategy papers, and recommendations for clients. Strictly confidentialJob Description o Strong communication skills, with ability to explain complex investment concepts in a clear and relatable manner. o Collaborative attitude, with openness to work closely with cross-functional teams including Sales, Operations, Finance, and Compliance. o Willingness to travel for investor meetings or internal business requirements. D. Working Relationship The position reports to the Managing Director and serves as a key member of the Equity Markets vertical. The Fund Manager will work closely with the Sales/ Client Acquisition team, for technical discussions and investment presentations. This role contributes to building a robust fund management capability within SGMPL, ensuring client confidence, transparent reporting, and consistent investment performance. E. Key Responsibilities o Manage client-allocated funds by investing in listed Indian equities and equity-related instruments, with a clear focus on generating superior risk- adjusted returns. o Conduct top-down macroeconomic analysis and bottom-up company analysis to identify investment opportunities. o Build and manage diversified portfolios across segments. o Continuously monitor market movements and economic trends, recalibrating investment decisions as required. o Determine optimal asset allocation and rebalance portfolios periodically to align with client goals and market conditions. o Formulate strategies for leverage and hedging (where applicable), ensuring compliance with internal policies. o Develop and propose Equity Portfolio Offerings to the Investors Committee of SGMPL, for evaluation and adoption o Conduct comprehensive fundamental and technical research to develop investment ideas. o Track sectoral developments, company events, regulatory changes, and global economic factors affecting Indian equity markets. o Publish periodic research updates, investment rationale, and review reports for existing clients. o Prepare investment strategy notes and contribute to the development of equity investment frameworks used internally. o Participate in technical discussions and strategy meetings with potential investors alongside the Sales team. o Explain portfolio construction, risk frameworks, performance metrics, and market outlook to clients in a clear and structured manner. o Maintain strong relationships with existing clients through periodic performance reviews, insights sharing, and scheduled interactions. Strictly confidentialJob Description o Conduct knowledge sessions/ webinars for select client groups to build credibility 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 execution of investment transactions and regulatory compliance. o Identify opportunities for process improvements across research, portfolio monitoring, reporting, and client servicing workflows. F. Other Responsibilities o Coordinate and collaborate with other functional departments, to facilitate meeting of business objectives. o Drive initiatives taken by the management, to ensure implementation within the Equity Markets business unit. o Ensure that the operational costs are controlled and minimized, for effective utilization 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 teams practice their authority and accept their responsibilities.