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Fund Manager for PMS

3 months ago

Mumbai Mumbai City Navi Mumbai, India Estabizz Fintech Private Limited Full time

Key Responsibilities:


Certainly, incorporating specific regulatory requirements and certifications can help tailor the Job Description (JD) to meet industry standards and ensure compliance.

For a Fund Manager role in Portfolio Management Services (PMS) operating in India, adherence to the Securities and Exchange Board of India (SEBI) regulations is crucial.

Below is an enhanced version of the Key Responsibilities section, including the necessary regulatory and certification details.

Key Responsibilities (Enhanced):

  • Portfolio Strategy Development and Management: Devise and oversee the implementation of investing strategies for managed portfolios, ensuring they align with clients' objectives and risk tolerance. This includes frequent monitoring and reallocation to optimize performance in accordance with SEBI regulations.
Regulatory Compliance: Ensure that all investment activities comply with relevant SEBI regulations and guidelines. Stay updated with regulatory changes and implement necessary adjustments to portfolio management processes and strategies.

Investment Decision Making:
Employ in-depth analysis and insights to make data-driven investment decisions. This includes conducting due diligence, leveraging financial models, and employing risk management strategies to maximize returns and minimize risks.

Client Relationship Management: Establish and maintain robust communication with clients, providing them with comprehensive updates on their investment portfolio's performance and market trends. Engage in transparent discussions regarding investment risks and opportunities.

Professional Development and Certification:
Maintain professional status and knowledge by completing necessary continuing education credits and staying current with industry trends. This includes holding valid NISM (National Institute of Securities Markets)

NISM-Series-XXI-B:
Portfolio Managers Certification Examination certifications as prescribed by SEBI for individuals involved in PMS.

  • Minimum Experience and Qualification Compliance: Adhere to the SEBI mandate of having a minimum of 5 years of relevant experience in financial services, investments, or portfolio management, thereby ensuring an individual is well-versed and capable of making informed investment decisions and managing client portfolios effectively.

Collaboration and Leadership:
Work closely with analysts, researchers, and other investment professionals to gather insights and make informed decisions. Lead by example, fostering a culture of excellence, ethical investment practices, and continuous improvement within the team.

  • Develop and manage investment portfolios in line with our clients' financial goals and risk tolerance.
  • Implement investment strategies and consistently monitor investment performance.
  • Make prudent investment decisions based on a thorough understanding of market trends, economic indicators, and investment strategy fundamentals.
  • Regularly review and reallocate client portfolios, when necessary, to meet their investment objectives and to reflect changes in market conditions.
  • Conduct complex financial analyses to identify investment opportunities and validate investment decisions.
  • Build and maintain strong relationships with clients, providing regular communication and comprehensive reporting on their portfolio performance and market conditions.
  • Liaise with internal and external parties, such as brokerage firms, researchers, and analysts.
  • Stay current of industry regulations to ensure all investing activities are compliant with regulatory rules and ethical standards.
  • Contribute to team meetings and strategic reviews to continuously improve processes and strategies.