Portfolio Manager - Equities - Discretionary - Bank - CA/CFA

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