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Finance Jobsby QuintEdge

Portfolio Manager - Equities - Discretionary - Bank - CA/CFA

Vitasta Consulting

Mumbai, Maharashtra, India

Full Time10-15 yearsPortfolio Management

Posted 19 April 2026

Job description

What you will do • Manage discretionary equity portfolios for UHNI/HNI clients on an end-to-end basis • Work alongside the Head of Portfolio Management (Equities) and analysts on investment strategy formulation and model portfolio construction • Execute day-to-day portfolio duties • deployment of client monies, portfolio monitoring, and timely rebalancing • Contribute actively to the India Investment Committee and participate in investment idea generation • Prepare and issue portfolio management communications • both internal and client-facing • Collaborate with Relationship Managers, Team Heads and Business Heads for business development and demand generation • Ensure strict compliance with portfolio management guidelines, SEBI regulations and internal governance frameworks • Liaise with Operations, Risk Management and Compliance teams for smooth portfolio servicing What we are looking for : - 10-15 years of relevant experience in Indian equity markets • Strong fundamental knowledge of Indian equities, sectors and individual companies • Demonstrated experience in equity portfolio management (discretionary preferred) and/or deep equity research • Ability to manage client portfolios independently with sound investment judgement • Excellent communication skills • verbal and written • with ability to present investment rationale clearly to clients and internal stakeholders • Strong analytical and quantitative skills; proficient in MS Excel, Word and PowerPoint • CFA charterholder or CA qualification preferred • Prior experience in private banking, wealth management or institutional equity investing is a strong advantage