The role involves taking end-to-end ownership of equity portfolio construction, alpha generation, and risk management across discretionary mandates within PBWM
Job Summary
The role involves taking end-to-end ownership of equity portfolio construction, alpha generation, and risk management across discretionary mandates within PBWM.
Candidates must demonstrate proven experience managing large equity portfolios with a track record of delivering top quartile performance over the last three to four years.
Success requires effectively monitoring portfolio performance and market dynamics while communicating investment views clearly to leadership and client-facing teams.
Matching Summary
The role involves taking end-to-end ownership of equity portfolio construction, alpha generation, and risk management across discretionary mandates within PBWM.
Skills & Requirements
Must-have
Independent Equity Fund Manager experience
Managing large equity portfolios over 5000 Cr AUM
Top quartile performance track record 3-4 years
Portfolio construction and stock selection expertise
Sector allocation and risk management skills
Adherence to investment policy and governance frameworks
Nice-to-have
Deep understanding of Indian equity markets
Proficiency in Excel, Power BI, Bloomberg tools
Strong analytical capability for data-driven views
Excellent stakeholder management and negotiation skills
High ownership mindset with balanced risk awareness
Ability to defend investment views using judgment
Key Requirements
Experience as an independent Equity Fund Manager
Proven management of portfolios exceeding ₹5,000+ Cr AUM
Demonstrated top quartile performance over 3-4 years
Strong expertise in portfolio strategy and risk management
Ability to operate within regulatory and governance frameworks