Portfolio Manager - Equities - Discretionary - Bank - CA/CFA
Vitasta ConsultingMumbai, 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