Job description
PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the job)
Conduct deep fundamental research on companies, sectors & macro trends
This is a dual role requiring both robust research expertise and the ability to manage portfolios with discipline and conviction.
Generate high-conviction, alpha-driven stock ideas.
Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile
Regularly engage with a set of highly skilled large investors on a daily basis
Interpret market events and take necessary investment action
Collaborate with fund managers and other analysts to refine investment strategies
Monitor portfolio company performance and provide regular updates.
Attend earnings calls, investor presentations, and industry conferences to gather insights.
Track regulatory developments and assess their impact on portfolio holdings.
Maintain solid relationships with investors, providing regular updates, and addressing their queries and concerns.
MAJOR CHALLENGES
(Challenges faced on an on-going basis in carrying out the job)
AIF regulations are stringent and evolving.
Navigating these while maintaining agility is a challenge.
Continuous monitoring of global macro & domestic events and quick strategy adjustments.
DECISIONS
(Key decisions taken by job holder at his/her end)
For the following decisions, inputs are sought by the role from Supervisor:
Portfolio Construction
Evaluating and selecting listed equities
Responding to macroeconomic shifts, policy changes, or global events
INTERACTIONS
(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)
Internal Clients
Roles you need to interact with inside the organization to enable success in your day to day work
CFO
Group Investment Risk Officer
Compliance Leads
Operations
SKILLS AND KNOWLEDGE
(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)
Educational Qualifications
a) Qualifications
CFA, CA or MBA from reputed business school
b) Work Experience
~15 years experience in equity research and/or fund management
Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs
Strong track record in stock picking & portfolio construction
Able to effectively communicate
.
