PMS Fund Manager - Non-Discretionary Equities

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.