Associate Portfolio Manager

Job Title: Associate Portfolio Manager

Function: Portfolio Management Listed Equities

Location: Mumbai

Job Overview

We are looking for an experienced equity research professional with strong stock-picking abilities and a proven track record of identifying high-growth investment opportunities. The candidate should have experience covering multiple sectors and market capitalisations, backed by in-depth fundamental research. The role will initially focus on equity research and stock selection, with an opportunity to gradually transition into an Associate Portfolio Manager role.

Key Responsibilities

• Identify potential multi-bagger stocks through in-depth fundamental research and analysis.
• Conduct management meetings, analyst interactions and attend company result calls.
• Prepare detailed financial models, investment rationale notes and stock recommendations.
• Cover multiple sectors and market capitalisations, identifying companies with sustainable earnings growth.
• Monitor macroeconomic developments, key market variables, fund flows, sector valuations and sector rotation trends.
• Assist in managing client portfolios and contribute to portfolio allocation and investment decisions.
• Present and pitch investment ideas to senior investment management professionals.
• Interact with clients and assist in portfolio management activities.

Candidate Profile

• Experience: Around 10 years of experience in equity research, preferably on the buy-side.
• Sector and market-cap agnostic equity research experience.
• Proven track record of identifying multi-bagger investment opportunities.
• Strong understanding of fundamental research, financial modelling and stock valuation.
• Strong analytical, written and verbal communication skills.
• Ability to articulate investment thesis and stock recommendations effectively.
• Proficiency in MS Excel and Bloomberg.

• Educational Qualification
• MBA in Finance / CA / CFA.
• Desired Attributes

• Passionate about equity markets and investing.
• Self-driven, detail-oriented and proactive.
• Strong ownership and accountability.
• Ability to work across sectors and market capitalisations.