Description

The PMS Fund Manager – Non-Discretionary Equities will be responsible for generating equity investment recommendations and providing advisory services to clients under a non-discretionary PMS model. The role requires deep expertise in Indian equities, fundamental research, portfolio construction, client communication, and adherence to SEBI PMS regulations.

Requirements

Investment Strategy & Advisory

- Generate high-quality equity investment ideas based on fundamental research and valuation.

- Construct model portfolios and thematic strategies.

- Monitor portfolios and recommend rebalancing actions.

- Present market views to investment committee.

Research & Analysis:

- Conduct company and sector research with financial modelling.

- Track macro trends and corporate developments.

- Prepare investment notes and outlook reports.

Client Engagement:

- Interact with HNI/UHNI clients to explain recommendations.

- Support relationship teams in reviews and pitches.

- Prepare customized presentations.

Execution & Compliance:

- Ensure trades are executed after client approval.

- Adhere to SEBI PMS regulations.

- Coordinate with dealing and operations.

Risk & Performance Monitoring:

- Track performance vs benchmarks.

- Monitor concentration and liquidity.

- Escalate breaches.

QUALIFICATIONS:

- MBA Finance / CFA / CA or equivalent.

- 10–15 years in equities, PMS, AMC or wealth.

- Strong Indian market experience.

SKILLS:

- Financial modelling and valuation.

- Communication and presentation.

- Client-centric mindset.

- FactSet / Excel / PowerPoint proficiency.