Equity Fund Manager

Position:

Equity Fund Manager

Location:

Gift City, Gandhinagar, Gujarat

Experience:

10+ Years

Employment Type:

Full-Time

About the Role

We are seeking an accomplished Equity Fund Manager with a proven, verifiable track record of delivering superior risk-adjusted, post-tax, and fee-adjusted returns through a disciplined value-oriented approach. The ideal candidate combines deep fundamental conviction with the agility to capitalize on tactical opportunities, consistently prioritizing asymmetric risk-reward setups and rigorous downside protection.

The role involves complete ownership of strategy design, portfolio construction, idea generation, risk governance, compliance, and client communication for domestic PMS/AIF mandates and/or Portfolio Management Services set up in GIFT IFSC (International Financial Services Centre), ensuring full adherence to both SEBI and IFSCA regulatory frameworks.

Key Responsibilities:

Investment Strategy & Portfolio Management

• Design, implement, and manage concentrated, high-conviction equity portfolios focused on long-term compounding with an uncompromising emphasis on margin of safety and capital preservation.
• Articulate and execute a clear, repeatable investment philosophy, asset allocation framework, and stock-selection process rooted in intrinsic value.
• Build and maintain focused portfolios (typically 12–20 positions) backed by exhaustive primary research and proprietary insights.
• Actively rebalance positions based on evolving valuations, fundamental changes, or predefined risk triggers.

Research Leadership & Idea Generation

• Independently source and validate high-conviction ideas through forensic analysis of financial statements, annual reports, concalls, management interactions, channel checks, and competitor benchmarking.
• Build and maintain detailed financial models, scenario analyses, and variant perception frameworks.
• Lead internal investment committee discussions, rigorously challenge theses, and cultivate a culture of intellectual honesty and continuous improvement.

Risk Management & Compliance

• Continuously monitor and manage portfolio-level risks including position sizing, sector concentration, liquidity, factor exposures, beta, and drawdown limits.
• Enforce disciplined stop-loss, position-exit, and red-flag protocols.
• Ensure strict and unwavering compliance with all applicable SEBI and IFSCA (PMS & AIF) regulations, circulars, and guidelines.
• Work closely with operations, compliance, and custody teams to maintain impeccable audit trails and execution quality.

Client Communication & Thought Leadership

• Serve as the primary face of the strategy to investors, relationship managers, family offices, and HNIs.
• Deliver clear, candid, and timely portfolio updates, performance attribution, and market commentary.
• Author high-quality quarterly letters, investor notes, and occasional long-form thought pieces that reflect deep insight and transparency.
• Represent the firm at investor meets, webinars, conferences, and media interactions.

Qualifications & Experience

Essential

• MBA (Finance), CFA Charterholder, Chartered Accountant, or equivalent recognized professional qualification.
• Minimum 10 years of relevant experience in Indian equity markets.
• At least 6 years of independent fund management responsibility (PMS/AIF or AMC) with a closing AUM of ₹300 crore or higher under your direct management.
• Demonstrated ability to generate consistent alpha through full market cycles with strong emphasis on downside protection and tax efficiency.
• Verifiable, audited track record of outperforming relevant benchmarks on a post-fee, post-tax basis.

Preferred Attributes

• Proven conviction to hold core positions for 5–10+ years when the thesis remains intact, combined with tactical agility during dislocations.
• Experience managing concentrated portfolios.
• Strong written and verbal communication skills; existing body of published investor letters or public commentary is a significant advantage.
• Entrepreneurial mindset with prior experience of building and scaling an investment practice.

What Success Looks Like in This Role

• Top-decile risk-adjusted returns (Sortino, Calmar, Sharpe) over rolling 3- and 5-year periods.
• Consistent capital protection during major drawdowns (significantly better than benchmark and peer group).
• Growing AUM driven by strong performance and high client/investor retention.
• Reputation as a trusted, transparent, and insightful voice in the Indian investment community.