Portfolio Manager

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.