Co-Fund Manager (Midcap-smallcap) PMS

• Co-Fund Manager – Portfolio Management Services (PMS)
• Location: Mumbai
• Experience: 7–10 Years
• We are hiring an exceptional Co-Fund Manager for a leading boutique Portfolio Management Services (PMS) firm.

This opportunity is ideal for an investment professional who is ready to take the next step into fund management. We are looking for candidates with a proven track record in mid & small-cap investing, having managed or co-managed ₹200–500 crore AUM within a PMS, AIF or asset management platform.

Key Responsibilities

• Generate differentiated investment ideas through bottom-up fundamental research.
• Build financial models, valuation frameworks and investment theses.
• Conduct company meetings, promoter interactions and channel checks.
• Support portfolio construction, stock allocation and risk management.
• Present investment recommendations to the Investment Committee.
• Engage with HNI/UHNI clients and articulate the investment philosophy.

Preferred Profile

• 7–10 years of experience in PMS, AIF, AMC or institutional equity research.
• Strong expertise in mid & small-cap investing.
• Demonstrated track record of generating high-conviction investment ideas.
• Experience managing or co-managing ₹200–500 crore AUM.
• CFA, CA or MBA (Finance) preferred.

To Apply:

Please share your updated resume with Current CTC, Expected CTC, Notice Period and AUM managed at [HIDDEN TEXT] version is optimized to attract professionals from boutique investment firms similar to Vallum—those with genuine portfolio management experience, independent idea generation, and strong promoter engagement, rather than pure research analysts.