HireQuest HR Consultants
PMS Fund Manager - Non-Discretionary Equities
- Compensation
- Not disclosed
- Location
- Mumbai
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 10+ years
- Category
- Not specified
- Posted
Full description
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.