Senior Research Analyst & Fund Manager

Senior Research Analyst & Fund ManagerLocation: MumbaiReports to: CIO Listed Equities

Job Summary

Key Responsibilities

• Conduct deep fundamental research on companies, sectors & macro trends.
• This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.
• Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile.
• Regularly engage with a set of highly professional large investors on a daily basis.
• Interpret market events and take necessary investment action.
• Collaborate with fund managers and other analysts to refine investment strategies.
• Monitor portfolio company performance and provide regular updates.
• Attend earnings calls, investor presentations, and industry conferences to gather insights.
• Track regulatory developments and assess their impact on portfolio holdings.
• Maintain strong relationships with investors, providing regular updates, and addressing their queries and concerns.
  

Major Challenges

• AIF regulations are stringent and evolving. Navigating these while maintaining agility is a challenge.
• Continuous monitoring of global macro & domestic events and quick strategy adjustments.
  

Educational Qualifications

• CFA, CA, or MBA from a reputed business school
  

Work Experience

• 15 years experience in equity research and/or fund management
• Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs
• Strong track record in stock picking & portfolio construction
• Able to effectively communicate