Fund Manager

Job Title: Fund Manager Equity and Fixed Income

Location: Bengaluru

Department: Investment / Asset Management

Reports To: Chief Investment Officer / Head of Investments

Employment Type: Full-time

Job Summary:

We are seeking a highly motivated and experienced Fund Manager to lead and manage investment strategies across both equity and debt asset classes. The ideal candidate will be responsible for portfolio construction, security selection, risk management, and performance monitoring. This role requires strong market insight, analytical skills, and a proven track record in managing diversified portfolios to deliver superior risk-adjusted returns.

Key Responsibilities:

Portfolio Management:

• Manage multi-asset portfolios with allocations in both equity and fixed-income securities.
• Design and implement active investment strategies aligned with client objectives and risk profiles.
• Maintain an optimal asset allocation based on macroeconomic trends, sector outlooks, and market dynamics.

Research & Analysis:

• Conduct fundamental and quantitative analysis of companies and credit instruments.
• Analyze macroeconomic indicators, interest rates, credit spreads, and equity valuations.
• Stay updated on market trends, policy changes, and global events affecting investment performance.

Risk Management:

• Monitor portfolio risks including credit risk, market risk, liquidity risk, and interest rate risk.
• Ensure adherence to investment mandates, regulatory requirements, and internal risk limits.

Performance Monitoring & Reporting:

• Track portfolio performance against benchmarks and key performance indicators (KPIs).
• Prepare detailed reports, presentations, and investor communications on fund performance and strategy.
• Provide periodic updates to senior management and clients.

Stakeholder Interaction:

• Engage with clients, analysts, credit rating agencies, brokers, and third-party research providers.
• Participate in investment committee meetings and contribute to strategy discussions.

Qualifications & Experience:

• Master's degree in Finance, Economics, Business Administration, or related field.
• CFA, CAIA, or FRM designation preferred.
• 5+ years of relevant experience in fund management or asset management, with demonstrable success in managing equity and debt portfolios.
• In-depth understanding of financial markets, instruments, and valuation techniques.
• Strong quantitative, analytical, and decision-making skills.
• Experience with portfolio management systems and financial analysis tools (e.g., Bloomberg, Reuters, Excel, FactSet).

Key Competencies:

• Strategic thinking and ability to generate investment ideas.
• Strong communication and presentation skills.
• High integrity and strong adherence to compliance and regulatory norms.
• Ability to perform under pressure and deliver consistent performance.
• Collaborative mindset with a strong sense of accountability.

Remuneration:

• Competitive salary and performance-based bonus
• Benefits as per company policy (insurance, retirement plans, etc.)