Equity Investment Specialist

Position : Fund Manager – Equity Markets

Responsible to : Managing Director

A. Overview of the position

The Fund Manager – Equity Markets will be responsible for independently

managing client-allocated funds by investing in listed Indian equity and equity-

related instruments. The role involves conducting detailed research, generating

investment ideas, constructing and managing portfolios, and ensuring that

investment decisions are aligned with the client’s financial goals, internal policies,

and the Company’s investment philosophy.

The position plays a critical role in strengthening the Equity Markets business

vertical by driving fund performance, developing investment strategies, and

publishing research insights for clients.

B. Qualification

o Primary : Chartered Accountant, Chartered Financial Analyst or MBA (Regular)

in Finance

o Additional (preferred) : Certifications or diplomas in investment management,

• financial markets, portfolio management or allied domains;

SEBI NISM

Certifications related to equity markets.

C. Experience and Skills

o A minimum of 8 to 12 years of experience in equity research, portfolio

management, buy-side research, or fund management within the Indian

financial markets.

o Strong knowledge of equity instruments including Large Cap, Mid Cap, Small

Cap equity, equity derivatives, ETFs, structured products, and related market

tools.

o Demonstrated track record of generating alpha, building long-term

investment portfolios, and managing risk-adjusted returns.

o Connects with High Net worth Individuals (HNIs) and Family Offices would be

preferred.

o Solid experience in macro-economic, sectoral, and company-level research,

using both qualitative and quantitative frameworks.

o Familiarity with regulatory guidelines pertaining to investment advisory,

portfolio management, and equity markets (SEBI, RBI and related

frameworks).

o Strong analytical, problem-solving, valuation, and financial modelling skills.

o Proficiency in Microsoft Office, financial databases, charting tools, and equity

analytics platforms.

o Demonstrated ability to prepare and present high-quality investment reports,

strategy papers, and recommendations for clients.

Strictly confidential Job Description

o Strong communication skills, with ability to explain complex investment

concepts in a clear and relatable manner.

o Collaborative attitude, with openness to work closely with cross-functional

teams including Sales, Operations, Finance, and Compliance.

o Willingness to travel for investor meetings or internal business requirements.

D. Working Relationship

The position reports to the Managing Director and serves as a key member of the

Equity Markets vertical. The Fund Manager will work closely with the Sales / Client

Acquisition team, for technical discussions and investment presentations.

This role contributes to building a robust fund management capability within

SGMPL, ensuring client confidence, transparent reporting, and consistent

investment performance.

E. Key Responsibilities

o Manage client-allocated funds by investing in listed Indian equities and

equity-related instruments, with a clear focus on generating superior risk-

adjusted returns.

o Conduct top-down macroeconomic analysis and bottom-up company analysis

to identify investment opportunities.

o Build and manage diversified portfolios across segments.

o Continuously monitor market movements and economic trends, recalibrating

investment decisions as required.

o Determine optimal asset allocation and rebalance portfolios periodically to

align with client goals and market conditions.

o Formulate strategies for leverage and hedging (where applicable), ensuring

compliance with internal policies.

o Develop and propose Equity Portfolio Offerings to the Investors Committee

of SGMPL, for evaluation and adoption

o Conduct comprehensive fundamental and technical research to develop

investment ideas.

o Track sectoral developments, company events, regulatory changes, and

global economic factors affecting Indian equity markets.

o Publish periodic research updates, investment rationale, and review reports

for existing clients.

o Prepare investment strategy notes and contribute to the development of

equity investment frameworks used internally.

o Participate in technical discussions and strategy meetings with potential

investors alongside the Sales team.

o Explain portfolio construction, risk frameworks, performance metrics, and

market outlook to clients in a clear and structured manner.

o Maintain strong relationships with existing clients through periodic

performance reviews, insights sharing, and scheduled interactions.

Strictly confidential Job Description

o Conduct knowledge sessions / webinars for select client groups to build

credibility and enhance investor confidence.

o Ensure strict adherence to internal investment policies, risk frameworks,

documentation processes, and reporting guidelines.

o Collaborate with Operations and Finance teams to ensure seamless execution

of investment transactions and regulatory compliance.

o Identify opportunities for process improvements across research, portfolio

monitoring, reporting, and client servicing workflows.

F. Other Responsibilities

o Coordinate and collaborate with other functional departments, to facilitate

meeting of business objectives.

o Drive initiatives taken by the management, to ensure implementation within

the Equity Markets business unit.

o Ensure that the operational costs are controlled and minimized, for effective

utilization of the Company’s resources.

o Ensure the function’s adherence to SGMPL’s policies and procedures.

o Ensure that the organization’s properties and assets are safeguarded.

o Delegate responsibility and authority effectively and ensure that the teams

practice their authority and accept their responsibilities.