Fund Manager

Position: CFA / CA – Fund Manager

Qualification: CFA / Chartered Accountant (CA)

Experience: Minimum 3–5 years (Family Office / Company Fund Management preferred)

Role Overview

We are looking for a highly qualified and experienced CFA / CA to manage and oversee family or company funds. The ideal candidate should have strong expertise in investment planning, portfolio management, and risk assessment across multiple sectors.

Key Responsibilities

• Manage and monitor family or corporate investment funds
• Develop and execute investment strategies aligned with financial goals
• Identify investment opportunities across equity, debt, real estate, mutual funds, startups, and alternative assets
• Analyze market trends, financial statements, and economic indicators
• Optimize portfolio performance while managing risk
• Ensure compliance with regulatory and tax requirements
• Prepare detailed investment reports, MIS, and performance reviews
• Coordinate with bankers, brokers, advisors, and auditors
• Advise stakeholders on wealth preservation and growth strategies

Required Skills & Knowledge

• Strong understanding of financial markets and asset allocation
• Hands-on experience in multi-sector investments
• Excellent analytical, forecasting, and decision-making skills
• Proficiency in financial modeling, valuation, and risk management
• Sound knowledge of taxation, compliance, and regulatory frameworks
• High level of confidentiality and integrity

Eligibility Criteria

• CFA / CA (Mandatory)
• Experience handling family office funds or company funds
• Strong communication and reporting skills
• Strategic mindset with long-term investment vision

Job Type: Full-time

Pay: ₹1,000,000.00 - ₹1,500,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• Are you a CFA / CA? Please mention the year of completion and memberships.
• How many years of experience do you have in fund management or investment advisory?

Work Location: In person