Fund Manager

1 month ago

mumbai, India Edelweiss Financial Services Limited Full time
JOB DESCRIPTION
Job Purpose
The Fund Manager/ Principal Officer will be responsible for managing and overseeing the investment portfolios under the Portfolio Management Services (PMS) space. The primary goal is to make informed investment decisions to achieve optimal returns for our clients, while adhering to the regulatory framework set by SEBI (Securities and Exchange Board of India).
Key Responsibilities
Functional Responsibilities
Investment Strategy Development: Formulate and execute investment strategies for PMS, based on thorough market analysis and trends. Conduct detailed research to stay abreast of market developments, economic trends, and other factors that could impact investment decisions.
Portfolio Management: Actively manage the investment portfolios, ensuring they align with the clients' risk profiles and investment objectives.
Lead the team of research analysts, cover specific industries analyzing companies' fundamentals, making projections for future fundamentals, and valuing the stock. Complete focus on discipline and quality control: timely, thorough, thoughtful, and of a caliber that meets / exceeds internal and external standards.
Risk Management & Compliance: Monitor and manage the risks associated with portfolio investments, implementing strategies to mitigate potential losses.: Ensure all investment activities comply with SEBI regulations and internal policies. Prepare and present regular performance reports to stakeholders.
Client Relations: Build and maintain relationships with clients, providing them with regular updates and expert advice on their investments.
Job Requirements
Qualifications
Master’s degree in Finance, Economics, or related field.
Certification in Financial Markets or Portfolio Management.
Registration with SEBI as a Fund Manager.
Experience
Minimum of 8-12 years of experience in fund management and equity research, with a focus on PMS.
Proven track record of equity research across multiple sectors and portfolio construction and investment strategy implementation.
Strong understanding of the Indian financial market and regulatory environment.
Functional Competencies
Analytical Thinking: Ability to analyze complex financial data and make informed decisions.
Market Knowledge: Deep understanding of financial markets, investment strategies, and economic trends.
Strategic Planning: Proficiency in developing and executing investment strategies that align with client objectives.
Lead the research team with a focus on discipline and quality, timely maintenance of updated research and financial models of the universe. Work with sell-side for research inputs, corporate access. Build relationships with investee companies.
Risk Management: Expertise in identifying and managing investment risks.
Behavioral Competencies
Client Focus: Dedicated to meeting the expectations and requirements of internal and external clients.
Decision Making: Strong decision-making skills, especially under pressure.
Communication Skills: Excellent verbal and written communication abilities to clearly convey complex investment strategies to clients and stakeholders.
Teamwork and Collaboration: Ability to work effectively in a team environment and collaborate with other departments..
Key Interactions
Internal
Nature or purpose of interaction
Investment Team, Risk Management and Compliance Department, Senior Management,
The Fund Manager collaborates strategically with the investment team to align on objectives and strategies, seeks regulatory advice and risk mitigation strategies from the Risk Management and Compliance Department, provides market insights to the Sales and Marketing team for client engagement, and reports to Senior Management for strategic guidance and decision approvals.
External
Nature or purpose of interaction
Clients, Regulatory Authorities (e.g., SEBI), Market Analysts and Economists, Brokers and External Fund Managers:
The Fund Manager engages with clients for investment guidance and performance updates, liaises with regulatory authorities like SEBI for compliance, gathers market intelligence from analysts and economists for informed decisions, and collaborates with brokers and external fund managers for trade execution and co-investment strategies.

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