Senior Research Analyst & Fund Manager - Alternative Investment Fund

1. JOB PURPOSE

(Summarize in one statement why the job exists; and how it contributes to the overall objective of the company)

2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job)

- Conduct deep fundamental research on companies, sectors C macro trends

- This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.

- Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile

- Regularly engage with a set of highly professional large investors on a daily basis

- Interpret market events and take necessary investment action

- Collaborate with fund managers and other analysts to refine investment strategies

- Monitor portfolio company performance and provide regular updates.

- Attend earnings calls, investor presentations, and industry conferences to gather insights.

- Track regulatory developments and assess their impact on portfolio holdings.

- Maintain strong relationships with investors, providing regular updates, and addressing their queries and concerns.

3. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job)

- AIF regulations are stringent and evolving. Navigating these while maintaining agility is a challenge.

- Continuous monitoring of global macro C domestic events and quick strategy adjustments.

4. Work Experience

- 15 years' experience in equity research and/or fund management

- Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs

- Strong track record in stock picking C portfolio construction

5. Qualifications

- CFA, CA or MBA from reputed business school