Oaklane Capital Management LLP

6 hours 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)

  • Fund Manager

    3 weeks ago

    Mumbai, Maharashtra, 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...

  • Chief Investment Officer

    3 weeks ago

    Mumbai, Maharashtra, India Oaklane Capital Management LLP Full time

    About the RoleWe are looking to hire an exceptional Chief Investment Officer (CIO) to lead our investment strategy, research process, portfolio construction, and team development across our PMS and AIF platforms. The ideal candidate will bring deep market insight, proven fund management capability, and leadership maturity to help shape the firms long-term...

  • Kae Capital

    3 weeks ago

    Mumbai, Maharashtra, India Kae Capital Management Private Limited Full time

    Job Title - Assistant Manager - Accounts & Compliance (CA & CS)Location - Mumbai, Nariman PointReporting To - CFOAbout Us:Founded in 2012, Kae Capital is a pre-seed institutional fund. A pioneer of early-stage investing in India with offices in Bengaluru and Mumbai, Kae partners with passionate founders and teams, building for Indian and global markets and...

  • Dolat Capital

    4 hours ago

    Mumbai, India Dolat Capital Market Pvt Ltd Full time

    Job Title: Compliance Officer- PMS. Department / Group: Portfolio Management Services. Location: Mumbai. Level: Company Secretary. About Dolat Capital Dolat Capital Group has established itself as a prominent player in the Indian financial landscape, boasting over two decades of excellence in the institutional equities' domain. Our journey has been...

  • Senior Investment Analyst

    4 weeks ago

    Mumbai, Maharashtra, India Magadh Capital Full time

    Company DescriptionMagadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai.Role DescriptionThis is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...

  • Viceroy Properties LLP

    4 weeks ago

    Mumbai, Maharashtra, India Simba Properties LLP Full time

    Assistant Manager Legal (Company Secretary) As an Assistant Manager Legal (Company Secretary), youll be the driving force behind our legal compliance and corporate governance framework. This role is more than about filings and formalities, it's about being a trusted advisor, a guardian of corporate governance, and a strategic enabler of seamless business...

  • Back Office Executive

    1 day ago

    Andheri, Mumbai, Maharashtra, India GreenRidge Capital LLP Full time

    **Company - GreenRidge Capital LLP** Nature of company - Wealth Management firm Role - Back Office Executive **Responsibilities**: - Preparing and maintaining MIS (excel work) - Demat-cum-trading account opening - Understanding of all statements of a demat-cum-trading account - holdings, ledger, capital gains, transaction, etc - Software handling -...

  • Senior Investment Analyst

    4 weeks ago

    Mumbai, Maharashtra, India Magadh Capital Full time

    Company Description Magadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai. Role Description This is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...

  • Associate

    2 weeks ago

    Mumbai, India Encourage Capital Full time

    Encourage Capital (“EC”), via its Indian subsidiary Encap India Strategies LLP, is seeking an Associate in Mumbai to support its team in enabling climate finance in India. This is a unique opportunity to gain functional investment bank or consulting firm. Familiarity and/or a passion for impact and knowledge of the climate finance opportunity in India is...

  • Aikyam Capital

    4 weeks ago

    Mumbai, Maharashtra, India aikyam capital pvt ltd Full time

    We are seeking a highly motivated and detail-oriented individual to join our team as a Business Development Support professional in the Capital Markets division - The ideal candidate will have 2-3 years of experience in a business support or administrative role with a foundational understanding of capital markets The candidate will assist the Business...