Capinity - Portfolio Manager - AIF

Description : About the Role :

We are seeking a highly qualified and experienced professional to lead our Portfolio Management Services (PMS) vertical as the Principal Officer, in compliance with SEBI (Portfolio Managers) Regulations, 2020. The ideal candidate will bring a blend of analytical rigor, investment acumen, and regulatory understanding to manage client portfolios and drive performance in alignment with the companys strategic objectives.

Key Responsibilities :

• Portfolio Management : Design, implement, and monitor customized investment strategies to achieve clients financial goals while adhering to risk management frameworks.
• Regulatory Compliance : Ensure full compliance with SEBI (Portfolio Managers) Regulations, 2020 and all other applicable laws, circulars, and guidelines.
• Investment Research & Strategy : Conduct in-depth research on equity, debt, and alternate asset classes to formulate and execute investment strategies.
• Client Relationship Management : Engage with high-net-worth clients to communicate portfolio performance, investment rationale, and market outlook.
• Team Leadership : Oversee the PMS operations team, analysts, and support staff to ensure seamless execution, reporting, and compliance.
• Reporting & Documentation : Supervise periodic performance reports, disclosures, audit compliance, and regulatory filings with SEBI.
• Product Development : Contribute to the design and development of new PMS strategies and thematic products aligned with market trends and investor needs.

Eligibility & Qualification (as per SEBI Guidelines) :

Educational Qualification :

Desired Skills & Competencies :

(ref : iimjobs.com)