Website HireQuest HR Consultants
ROLE SUMMARY:
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.
KEY RESPONSIBILITIES:
– 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.
To apply for this job please visit www.iimjobs.com.
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