Lead Portfolio Strategist (Mumbai)

Role Overview

We are seeking a high-caliber investment professional with a proven track record in institutional fund management and fundamental equity investing. The ideal candidate will possess strong expertise in equity markets, portfolio management, and special situations/event-driven opportunities, with the ability to generate superior risk-adjusted returns across market cycles.

What You Must Have

• 815 years of relevant experience in Fund Management, Asset Management, PMS, Mutual Funds, AIFs, Insurance Funds, Family Offices, or Institutional Investments.
• Demonstrated experience managing or co-managing large institutional equity portfolios.
• Solid expertise in equity research, valuation, portfolio construction, and risk management.
• Experience across leading AMCs, PMS platforms, Mutual Funds, Insurance Funds, AIFs, or Institutional Investment Firms.
• Exposure to corporate actions, special situations, or event-driven investment opportunities is highly preferred.
• Proven track record of delivering consistent alpha and superior risk-adjusted returns.
• Strong analytical, communication, and stakeholder management skills.

Key Responsibilities

• Manage institutional equity portfolios while delivering superior long-term risk-adjusted returns.
• Develop and execute investment strategies aligned with fund objectives.
• Identify and evaluate investment opportunities arising from mergers, demergers, buybacks, open offers, delistings, restructurings, and other corporate actions.
• Conduct detailed company, sector, and macroeconomic research to generate high-conviction investment ideas.
• Drive portfolio construction, position sizing, and risk management decisions.
• Monitor portfolio performance and ensure compliance with investment mandates.
• Present investment recommendations, portfolio reviews, and market outlooks to senior management and investment committees.
• Collaborate with internal teams on investment strategy, research, and execution.

Preferred Quali .