Fund Manager

We are looking for equity fund manager who specialize in value-oriented, risk-controlled investments, prioritizing opportunities with asymmetric payoffs and have a well-proven, verifiable track record.

The ideal candidate should preferably demonstrate the conviction to hold long-term investments and aim for outsized risk-adjusted returns, while also being adept at seizing tactical market opportunities as they arise - resulting in superior post-tax and fee-adjusted returns for clients.

Key Responsibilities :

Investment Strategy & Portfolio Management :

Design and manage equity portfolios (PMS / AIF mandates) with a focus on long-term compounding, margin of safety, and downside protection.

Define and execute the fund's investment philosophy, asset allocation, and stock-picking framework.

Maintain concentrated, high-conviction portfolios with deep research-backed ideas.

Ensure active portfolio rebalancing based on valuations, business changes, or risk triggers.

Research Leadership & Idea Generation :

Independently generate investment ideas through fundamental research, industry tracking, and valuation analysis.

Deep-dive into balance sheets, annual reports, concalls, and channel checks to build robust financial models.

Lead internal investment discussions, challenge assumptions, and foster a collaborative research culture.

Risk Management & Compliance :

Monitor portfolio-level risk metrics (sector concentration, position sizing, liquidity, beta, etc.).

Ensure compliance with SEBI PMS / AIF regulations and Oaklane's internal risk management framework.

Implement stop-loss, position-exit, and red-flag protocols where necessary. Collaborate with compliance and operations teams to ensure clean execution and audit trails.

Client Communication & Thought Leadership :

Present portfolio rationale, positioning, and updates to clients, RMs, and internal stakeholders.

Draft investor notes, quarterly commentaries, and periodic thought pieces to articulate fund strategy and insights.

Engage in webinars, investor calls, and industry events as the face of the fund.

Uphold Oaklane's values of transparency, clarity, and fiduciary responsibility.

Qualifications & Experience :

Education :

MBA (Finance) / CFA Charterholder / CA / or equivalent advanced financial credentials.

Work Experience :

A minimum of 15 years of experience in Indian capital markets, including at least 6 years in independent fund management with a closing AUM of at least 300 cr.