Job Title: Fund Manager – Portfolio Management Services (PMS)

Job Role:

The Fund Manager – PMS will be responsible for the management and administration of client portfolios under the Portfolio Management Service. The ideal candidate should possess a deep understanding of capital markets, demonstrate strong analytical skills, and fulfill the ‘fit and proper’ criteria as prescribed by SEBI.

Key Responsibilities:

• Develop and execute portfolio strategies in alignment with client investment objectives and risk appetite.

• Conduct in-depth analysis of equity markets, macroeconomic indicators, and sectoral trends.

• Perform technical and fundamental analysis to evaluate individual securities.

• Monitor portfolio performance and rebalance investments when necessary.

• Ensure compliance with all regulatory guidelines issued by SEBI.

• Prepare investment reports and communicate regularly with clients.

• Collaborate with internal teams including research analysts, operations, and compliance.

• Participate in investor meetings and support business development efforts.

Key Skills and Competencies:

• Strong understanding of the Indian stock market (particularly listed equities) and its functioning.

• Proficiency in fundamental and technical analysis of securities.

• Deep knowledge of investment products and portfolio construction.

• Strong communication and presentation skills.

• High integrity, ethical standards, and decision-making abilities.

• Operational efficiency and client-centric approach.

Experience Requirements:

Minimum 5 years of relevant experience in the securities market, with at least 2 years in one or more of the following areas:

• Portfolio Management

• Fund Management

• Investment Advisory

Eligible experience includes roles at:

• A registered fund house or asset management company

• A reputed broking firm

• As a SEBI-registered Research Analyst

• As a SEBI-registered Investment Advisor

Educational Qualifications:

Candidates must possess at least one of the following:

• A professional qualification such as CA, CS, CFA Charter, LLB, or

• A postgraduate degree in securities markets from NISM (minimum duration of 1 year)

• Relevant NISM certification for PMS as mandated by SEBI