Oaklane Capital Management LLP

3 weeks ago

Mumbai, India Oaklane Capital Management LLP Full time

We are looking forMequity fund manager who specialize in value-oriented, risk-controlled investments, prioritizing opportunities with asymmetric payoffs and have a well-proven, verifiable track record.

The ideal candidate should preferably demonstrate the conviction to hold long-term investments and aim for outsized risk-adjusted returns, while also being adept at seizing tactical market opportunities as they arise - resulting in superior post-tax and fee-adjusted returns for clients.

Key Responsibilities:

Investment Strategy & Portfolio Management:

- Design and manage equity portfolios (PMS/AIF mandates) with a focus on long-term compounding, margin of safety, and downside protection.

- Define and execute the fund's investment philosophy, asset allocation, and stock-picking framework.

- Maintain concentrated, high-conviction portfolios with deep research-backed ideas.

- Ensure active portfolio rebalancing based on valuations, business changes, or risk triggers.

Research Leadership & Idea Generation:

- Independently generate investment ideas through fundamental research, industry tracking, and valuation analysis.

- Deep-dive into balance sheets, annual reports, concalls, and channel checks to build robust financial models.

- Lead internal investment discussions, challenge assumptions, and foster a collaborative research culture.

- Identify and build thematic or sectoral frameworks (e.g., capital goods, specialty chemicals, CDMO, financials, industrials, etc.).

Risk Management & Compliance:

- Monitor portfolio-level risk metrics (sector concentration, position sizing, liquidity, beta, etc.).

- Ensure compliance with SEBI PMS/AIF regulations and Oaklane's internal risk management framework.

- Implement stop-loss, position-exit, and red-flag protocols where necessary.

- Collaborate with compliance and operations teams to ensure clean execution and audit trails.

Client Communication & Thought Leadership:

- Present portfolio rationale, positioning, and updates to clients, RMs, and internal stakeholders.

- Draft investor notes, quarterly commentaries, and periodic thought pieces to articulate fund strategy and insights.

- Engage in webinars, investor calls, and industry events as the face of the fund.

- Uphold Oaklane's values of transparency, clarity, and fiduciary responsibility.

Qualifications & MBA (Finance) / CFA Charterholder / CA / or equivalent advanced financial credentials.

Work Experience:

- A minimum of 15 years of experience in Indian capital markets, including at least 6 years in independent fund management with a closing AUM of at least $100 million is required.

- Preference will be given to candidates with experience of managing larger funds for longer periods of time.

- Proven ability to exceed benchmark performance by at least 5% post-tax and fees on a rolling basis, with a preference for consistent performance over larger scale and longer duration, supported by an audited performance record.

- Capable of implementing unique strategies, avoiding the herd mentality.

- A finance degree such as Chartered Accountant (CA), CFA, or an MBA from a prestigious institution is preferred.

- Demonstrates high levels of integrity and has an impeccable track record in adhering to regulatory requirements.

(ref:iimjobs.com)

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