Portfolio Manager

3 days ago

Mumbai Maharashtra India, Maharashtra Equirus Full time

Qualification:

MBA (Finance), CA, CFA, or equivalent professional qualifications.


Experience:

6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.

Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.


Roles & Responsibilities:


Equity Research & Advisory

  • Lead the Direct Equities desk, overseeing idea generation, sectoral/thematic research, and stock recommendations tailored to PCG clients.
  • Develop and monitor model portfolios, investment strategies, and tactical calls for HNI/UHNI clients.
  • Ensure research coverage is client-centric, differentiated, and actionable.
  • Guide research analysts in producing high-quality reports and market insights.

Client Portfolio Strategy

  • Provide direct equities portfolio advisory to relationship managers and clients.
  • Conduct periodic portfolio reviews and performance assessments.
  • Identify market opportunities across large-cap, mid-cap, and emerging sectors aligned to client objectives and risk profiles.
  • Drive adoption of long-term equity investing discipline while balancing tactical opportunities.

Business Growth & P&L Ownership

  • Portfolio Manager - Direct Equities PCG will be responsible for the profitability of the business unit, ensuring sustainable growth in AUM and revenues.
  • Work closely with PCG Relationship Managers, Sales, and Product teams to expand client penetration in direct equities.
  • Monitor and optimize equity advisory revenues (brokerage, advisory fees, PMS/structured equity solutions, etc.)

Team Leadership

  • Lead a team of equity strategists, research analysts, and product specialists.
  • Provide training and mentoring to Relationship Managers to strengthen direct equity advisory capabilities.
  • Build a high-performance culture focused on client outcomes and research excellence.

Compliance & Risk Management

  • Ensure compliance with SEBI and other regulatory guidelines on research, advisory, and client communications.
  • Establish robust risk management frameworks for stock selection and portfolio recommendations.
  • Maintain the highest standards of governance, ethics, and transparency in equity

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