Portfolio Manager

About Us:

We are a small family office managing an equity portfolio of approximately ₹25 crores and rising, with a focus on long-term value creation. We are looking for an experienced Stock Researcher & Analyst who can provide deep research insights, track our investments, and help us manage the portfolio with the right tools and strategies.

Role Description

This is a part-time off-site role for a Portfolio Manager, based anywhere in India, with the following

Key Responsibilities:

• Conduct detailed fundamental and technical research on existing and potential equity investments.
• Provide sector and company analysis with investment theses, valuation models, and risk assessments.
• Recommend portfolio adjustments in line with risk appetite and investment goals.
• Track quarterly results, news, and events impacting the portfolio.
• Identify and implement advanced technological tools and software for portfolio management, tracking, and setting up real-time alerts.
• Build and maintain a portfolio tracking & analytics dashboard.
• Share regular research updates and actionable insights.
• Maintain and update investment strategies.
• Provides regular performance reports to us.

Requirements & Qualifications

• Strong Analytical Skills in Finance and Investments
• Excellent communication and interpersonal skills
• Proven experience in equity research, investment analysis, or portfolio management.
• Strong understanding of Indian equity markets, sectors, and valuation methods.
• Proficiency in financial modelling and portfolio management platforms with tools for real-time alerts (e.g., TickerTape, Bloomberg, CapitalIQ, or similar).
• CFA, CA, MBA (Finance), or equivalent qualification preferred but not mandatory for exceptional candidates.

Work Mode:

Engagement:

• Expected time: 10-12 hours per week (flexible).
• Deliverables: Fortnightly performance reports, research briefs, and investment recommendations.
• Compensation: Fixed and variable based on the performance

Interested candidates can send their profile, past performance samples, and fee expectations to amitmittal@smcenterprises.in.