15.0 - 20.0 years

40 - 45 Lacs

mumbai

Work from Office

Job Summary 1520 years in equity fund management, preferably in AIF structures with end-to-end responsibility for portfolio construction and client-facing outputs Job Description 1. Portfolio Management & Construction Develop, execute, and monitor long-term investment strategies across equity and alternative-oriented CAD-II AIF portfolios. Construct portfolios blending top-down macro insights with bottom-up stock/deal selection. Design exit strategies aligned with fund mandate, liquidity considerations, and regulatory norms. Ensure portfolio alignment with fund mandates, risk-return objectives, and SEBI AIF guidelines. 2. Research Integration & Decision-Making Integrate proprietary, sectoral, and third-party research into investment decisions. Collaborate with analysts and sector specialists to evaluate private and listed opportunities. Maintain a forward-looking investment pipeline consistent with the CAD-II mandate, including unlisted and illiquid assets. Conduct rigorous due diligence and deal structuring for private equity-style investments. 3. Performance Tracking & Optimization Monitor portfolio performance against defined fund objectives and investor commitments. Attribute performance across listed, unlisted, and sector allocations with a long-term orientation. Recommend portfolio rebalancing and capital deployment strategies where required. 4. Investor Reporting & Communication Deliver transparent investor communication through webinars, portfolio reviews, and strategy notes. Provide detailed rationales for investments, valuations, and exit strategies. Support client-facing teams with structured presentations and performance reports. 5. Regulatory & Operational Compliance Ensure strict adherence to SEBI AIF Regulations, CAD-II norms, and internal investment policies. Maintain updated documentation on fund strategy, asset valuation, and compliance records. Coordinate with compliance, legal, and risk teams for periodic audits and reporting. 6. Technology & Analytics Enablement Leverage Bloomberg, valuation models, MIS dashboards, and Excel-based tools for investment decision support. Apply private equity-style valuation methods (DCF, NAV-based, third-party appraisals). Promote automation, audit trails, and workflow integrity in fund operations.

Posted 13 hours ago

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