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Portfolio Manager

8 - 13 years

10 - 12 Lacs

Posted:3 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Title: PMS Portfolio Manager

Location:

Company Overview:

Portfolio Manager

Position Summary:

The PMS Portfolio Manager will be responsible for managing discretionary equity portfolios with full autonomy, supported by a lean in-house research team. The ideal candidate will bring a clearly defined investment strategy, a verifiable track record of alpha generation, and a strong understanding of regulatory frameworks.

Key Responsibilities:

  • Develop and manage customized discretionary portfolios under the PMS license.
  • Formulate and execute a robust investment strategy (multi-cap/core/equity thematic).
  • Conduct deep-dive equity research and fundamental analysis.
  • Monitor and rebalance portfolios based on market conditions and client objectives.
  • Ensure SEBI and internal compliance requirements are consistently met.
  • Prepare and present detailed investment reports to clients and internal stakeholders.
  • Collaborate with the sales and advisory teams to articulate investment philosophy and performance.

Requirements:

  • Experience:

    815 years in portfolio management, equity research (buy-side), or fund management.
  • Education:

    CFA / CA / MBA (Finance) / other top-tier finance qualifications.
  • Track Record:

    Demonstrated performance of outperforming benchmarks over a medium- to long-term horizon.
  • Regulatory:

    Eligible to be appointed as a Portfolio Manager under

    SEBI (Portfolio Managers) Regulations

    .
  • Expertise:

    Strong grasp of Indian equity markets, macro trends, risk management, and valuation methodologies.
  • Technology:

    Familiar with portfolio management systems and financial modeling tools.
  • Soft Skills:

    Strong communication, analytical, and stakeholder management capabilities.

What We Offer:

  • Leadership role in a new and focused PMS initiative.
  • Freedom to run a portfolio with full strategic independence.
  • Access to high-quality HNI clients and support from wealth advisory teams.
  • Flat organizational structure with a strong outcome-based rewards culture.
  • Long-term wealth creation opportunity via performance-linked incentives.

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