PMS Fund Manager

Job Title: PMS Fund Manager

Location: Mumbai

Job Description :

We are seeking an experienced and dynamic PMS Fund Manager to lead our portfolio management strategies and deliver superior investment performance. The ideal candidate will have a proven track record of managing discretionary portfolios and generating consistent alpha.

Key Responsibilities :

- Manage and oversee PMS investment strategies with a focus on equity/debt/alternatives (as applicable).

- Conduct in-depth research and analysis to identify investment opportunities.

- Monitor portfolio performance, rebalance when necessary, and ensure compliance with SEBI regulations.

- Collaborate with research and operations teams to optimize client outcomes.

- Engage with high-net-worth individuals (HNIs) and institutional clients, providing regular portfolio updates and insights.

Qualifications:

- 7+ years of experience in portfolio management, preferably in PMS.

- Strong understanding of financial markets, macroeconomics, and valuation methodologies.

- SEBI-registered Portfolio Manager or eligible for registration (preferred).

- Exceptional analytical, communication, and leadership skills.

- CFA/CA/MBA (Finance) or equivalent qualification.