Fund Manager - Portfolio Management

The Fund Manager is responsible for managing the investment portfolio of one or more mutual funds, ensuring investments align with the fund's stated objectives and regulatory guidelines, and maximizing returns for fund shareholders. The Fund Manager will play a key role in investment strategy, asset allocation, and security selection, while adhering to the company's risk management framework and all applicable regulations.

Responsibilities:

Portfolio Management:

- Manage the investment portfolio of assigned mutual fund(s) in accordance with the fund's investment objective, strategy, and regulatory requirements (e.g., SEBI regulations).

- Make investment decisions, including buying, selling, and holding securities (e.g., stocks, bonds, money market instruments) within the fund's mandate.

- Determine asset allocation across various asset classes to optimize returns and manage risk, in line with the fund's risk profile.

- Monitor fund performance, track deviations from benchmarks, and make necessary adjustments to the portfolio.

Investment Research and Analysis:

- Conduct in-depth fundamental research and analysis of companies, industries, and macroeconomic factors to identify potential investment opportunities.

- Evaluate financial statements, assess company management, and analyze industry trends to make informed investment decisions.

- Use financial modeling techniques to project future performance and valuation of potential investments.

- Stay updated on market developments, economic indicators, and regulatory changes that may impact fund investments.

Investment Strategy and Execution:

- Develop and implement investment strategies that align with the fund's investment objective and comply with regulatory guidelines.

- Execute investment decisions efficiently and effectively through trading activities.

- Optimize portfolio construction to balance risk and return, considering factors such as diversification, liquidity, and tax implications.

- Ensure all investment activities comply with internal policies, regulatory requirements, and ethical standards.

Risk Management:

- Identify, assess, and manage various risks associated with fund investments, including market risk, credit risk, liquidity risk, and concentration risk.

- Implement risk management measures to protect fund assets and minimize potential losses.

- Monitor portfolio risk metrics and ensure compliance with regulatory limits and internal risk parameters.

Performance Monitoring and Reporting:

- Evaluate fund performance against relevant benchmarks and communicate results to internal stakeholders and fund investors.

- Prepare regular reports on fund performance, portfolio holdings, and investment strategy for management, trustees, and regulatory bodies.