About the Organisation

Our client is a distinguished boutique investment firm managing assets of approximately 10,000 crore. With a diversified investment portfolio and a growing presence across domestic and global financial markets, the firm is known for disciplined, research-led investing and a long-term approach to wealth creation.

The firm now seeks an accomplished Global Fund Manager to lead its international investment activities, identify differentiated opportunities across geographies and asset classes, and drive superior risk-adjusted performance. The role offers direct engagement with the promoters and senior leadership, and a meaningful voice in shaping the firm's global strategy and capital allocation.

Role Overview

The Global Fund Manager will own the design and execution of global investment strategy across multiple asset classes and geographies. The incumbent will manage portfolios, originate and evaluate opportunities, and translate macroeconomic and market insights into disciplined, actionable investment decisions, while upholding rigorous risk and governance standards.

Key Responsibilities

1. Global Investment Strategy and Portfolio Management:

- Formulate and execute global investment strategies aligned with the firm's objectives, risk appetite and long-term financial goals.

- Manage and optimise multi-asset portfolios across international markets, including global equities, fixed income, currencies, commodities, private equity, structured products and alternatives, as per the firm's mandate.

- Design strategic and tactical asset allocation frameworks that maximise returns within defined risk parameters.

- Monitor global market developments and proactively adjust portfolio positioning.

2. Global Market Research and Investment Analysis:

- Lead in-depth research on global economies, markets, sectors and emerging investment themes.

- Assess the impact of macroeconomic indicators, interest rates, inflation, geopolitical developments and central bank policy on portfolios.

- Identify undervalued assets, emerging markets and opportunities for long-term capital appreciation.

- Build robust investment theses supported by fundamental, quantitative and market-driven analysis, financial modelling and scenario analysis.

3. Capital Allocation and Wealth Creation:

- Partner with the promoters and senior leadership to define capital allocation strategy.

- Evaluate investment proposals, strategic investments, acquisitions and other avenues for capital deployment.

- Recommend structures and strategies that balance returns, liquidity and capital preservation.

- Drive diversification and sustainable, long-term wealth creation.

- Measure performance against appropriate benchmarks and internal return thresholds.

4. Risk Management and Portfolio Governance:

- Establish and maintain a robust investment risk management framework.

- Monitor market, credit, liquidity, currency, concentration and counterparty risks.

- Develop stress-testing, scenario analysis and downside protection strategies.

- Ensure adherence to investment mandates, risk limits and applicable regulatory requirements.

- Maintain high standards of documentation, reporting and governance.

5. External Partnerships and Due Diligence:

- Build and sustain relationships with global investment banks, financial institutions, fund managers, brokers and research providers.

- Conduct due diligence on external fund managers, investment vehicles and strategic opportunities.

- Negotiate investment terms, structures and commercial arrangements.

- Track emerging financial instruments and global investment trends to enhance portfolio outcomes.

6. Leadership and Stakeholder Management:

- Present investment strategy, portfolio performance and market outlook to the promoters and Investment Committee with clear, data-driven recommendations.

- Lead and mentor the research and portfolio management team, fostering a culture of discipline, accountability and long-term value creation.

- Collaborate with finance, legal, tax and compliance teams to support sound investment decisions.

Candidate Profile

Education and Qualifications:

- MBA (Finance), CA, CFA or an equivalent qualification from a reputed institution.

- CFA charter or an equivalent international investment management credential is preferred.

- Additional training in financial modelling, quantitative finance or global investment management is an advantage.

Professional Experience:

- 10 - 15+ years of experience in investment management, portfolio management, global markets or fund management.

- Demonstrated success managing or advising on large, multi-asset portfolios across international markets.

- A proven record of consistent, risk-adjusted returns.

- Background in family offices, investment firms, asset management companies, private investment offices or institutional investment is highly desirable.

- Prior experience working directly with promoters, boards or investment committees is preferred.

Essential Competencies:

- Deep understanding of global financial markets and macroeconomic trends.

- Expertise in portfolio construction, asset allocation and investment strategy.

- Strong analytical, quantitative and financial modelling capabilities.

- Command of risk management and portfolio optimisation.

- Ability to evaluate complex investment opportunities with sound judgement.

- Excellent stakeholder management and presentation skills.

- Strategic thinking and commercial acumen.

- Uncompromising integrity, confidentiality and professional ethics.

Key Performance Indicators:

- Portfolio performance against agreed benchmarks and objectives.

- Risk-adjusted returns and capital preservation.

- Effectiveness of global asset allocation and investment strategy.

- Quality and consistency of research and recommendations.

- Identification and execution of strategic investment opportunities.

- Diversification and effectiveness of risk management.

- Contribution to long-term wealth creation and portfolio growth.

The Ideal Candidate:

The ideal candidate is a seasoned investment professional with a global perspective and a verifiable track record of managing substantial portfolios, who combines strategic vision with hands-on execution. They bring the maturity and judgement to work closely with the promoters of a boutique investment firm, independently evaluate complex opportunities, and contribute meaningfully to the firm's long-term growth and global investment strategy.