PMS Fund Manager

PMS Fund Manager

Key Responsibilities:

Portfolio Management:

- Design, manage, and monitor customized equity/debt portfolios under PMS regulations.

- Ensure portfolios are aligned with clients investment objectives, risk tolerance, and regulatory guidelines.

Research & Analysis:

- Conduct in-depth macro and microeconomic research to support investment decisions.

- Perform fundamental analysis on equities, sectors, and asset classes.

- Identify high-conviction investment opportunities with strong risk-adjusted returns.

Performance Monitoring:

- Track portfolio performance and risk metrics regularly.

- Conduct portfolio rebalancing as needed to align with market conditions and strategy.

Client Engagement:

- Present performance updates and strategy rationales to clients and internal stakeholders.

- Collaborate with the sales and relationship teams to support client onboarding and retention.

Compliance & Reporting:

- Ensure full compliance with SEBI PMS regulations and internal risk guidelines.

- Maintain robust documentation and reporting for audit and client review purposes.