Equity Fund Manager

Company Description

Shree Sharda Group is a diversified business conglomerate based in Katghora, Chhattisgarh, with interests in agro-based rice processing, automobile dealerships, bricks manufacturing, real estate investments, and equity market investments. The Group also manages its financial portfolio, strategic investments, and wealth-building initiatives through its structured family office under Mission Lakshya. As part of our strategic growth plan, we are expanding to Bilaspur to strengthen our operations, enhance research capabilities, and access better talent and resources for our next phase of growth.

Role Description

Fund Manager – Family Office (Shree Sharda Group)

Location : [Bilaspur / Korba ( Chhattisgarh) ]

Organization : Shree Sharda Group – Family Office

About Us :

Shri Sharda Group Family Office is a multidisciplinary investment and business conglomerate engaged across multiple sectors. Our family office actively manages diversified investments, including equities, private investments, and other asset classes. We are looking for an experienced and strategic Fund Manager to oversee and grow our investment portfolio with a focus on consistent, long-term wealth creation.

Position : Fund Manager – Family Office

Experience : Minimum 3–4 years in Equity & Investment Management

Employment Type : Full-time

Key Responsibilities :

Manage and monitor the family office’s investment portfolio across equity and other asset classes.

Conduct in-depth market research, financial analysis, and risk assessment.

Identify new investment opportunities and optimize asset allocation strategies.

Develop and present detailed investment reports and performance reviews to management.

Stay updated with macroeconomic trends, financial markets, and emerging sectors.

Collaborate with external advisors, brokers, and analysts when required.

Required Qualifications & Skills :

Minimum 3–4 years of relevant experience in equity research, portfolio management, or fund management.

Strong analytical and financial modeling skills.

Deep understanding of capital markets, investment instruments, and valuation methods.

Excellent communication and presentation skills.

CFA / MBA (Finance) / CA qualification preferred.

What We Offer :

Opportunity to manage a large and growing investment portfolio.

Strategic exposure across multiple sectors and asset classes.

A collaborative, professional, and growth-oriented environment.

Competitive compensation and performance-based incentives.