Job Description
Job Description:
Equirus Wealth Private Limited
Job Description
About Equirus
About Equirus Wealth
Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
For more details you can visit us at www.equirus.com
Equirus Wealth is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. We specialize in Wealth Management, Mutual Funds, Primary and Secondary Debt, Real Estate, Market Linked Debentures, Alternate Investment Funds, Tax Advisory, Estate Planning, Offshore Products, Unlisted Securities, Portfolio Management Services, Investment Advisory.
For more details you can visit us at https://www.equiruswealth.com/
Position / Role Title
Portfolio Manager in Multi-Cap PMS team
(This role reports to the CIO)
Job description
As a Portfolio Manager in our Multi-Cap PMS team, you will be responsible for managing a portfolio of equity investments across large-cap, mid-cap, and small-cap stocks, aiming to maximize returns for clients while managing risks.
Key Responsibilities
•
Develop and manage multi-cap equity portfolios, investing in large, mid, and small-cap stocks.
• Construct portfolios that align with the clients' investment objectives and risk tolerance.
• Regularly review portfolio performance and make adjustments as needed.
•
Implement risk management strategies to safeguard client capital.
• Perform fundamental research on various stocks across different market capitalizations.
• Provide regular updates to clients on portfolio performance and investment strategies.
• Conduct client meetings and presentations to explain portfolio strategy, market outlook, and investment rationale.
• Actively manage market volatility and ensure portfolio stability through tactical adjustments.
• Prepare detailed performance reports and analysis for both internal stakeholders and clients
• Work closely with the research, trading, and compliance teams to ensure smooth portfolio management processes.
Location
Mumbai / Ahmedabad
Role Requirement
Required Qualifications:
•
MBA / CFA / CA
• 7+ years of experience in portfolio management, equity research, or investment analysis
• Skills & Competencies:
•
Strong understanding of financial markets, equity analysis, and portfolio construction.
• Familiarity with portfolio management software/tools and Bloomberg.
• Proficient in financial modelling, valuation techniques, and using research tools.
• Ability to analyse financial statements, earnings reports, and macroeconomic data.
• Good knowledge of risk management principles and strategies.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work well under pressure and manage multiple client portfolios simultaneously.
About the Job:
Salary:
Negotiable
Company:
Equirus
Role :
Fund Manager (Multi Cap)
Category:
Asset Management - Fund Manager
Location:
Mumbai / Ahmedabad, India, Asia
Employment Type:
Full time
Equirus Wealth Private Limited
Job Description
About Equirus
About Equirus Wealth
Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
For more details you can visit us at www.equirus.com
Equirus Wealth is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. We specialize in Wealth Management, Mutual Funds, Primary and Secondary Debt, Real Estate, Market Linked Debentures, Alternate Investment Funds, Tax Advisory, Estate Planning, Offshore Products, Unlisted Securities, Portfolio Management Services, Investment Advisory.
For more details you can visit us at https://www.equiruswealth.com/
Position / Role Title
Portfolio Manager in Multi-Cap PMS team
(This role reports to the CIO)
Job description
As a Portfolio Manager in our Multi-Cap PMS team, you will be responsible for managing a portfolio of equity investments across large-cap, mid-cap, and small-cap stocks, aiming to maximize returns for clients while managing risks.
Key Responsibilities
•
Develop and manage multi-cap equity portfolios, investing in large, mid, and small-cap stocks.
• Construct portfolios that align with the clients' investment objectives and risk tolerance.
• Regularly review portfolio performance and make adjustments as needed.
•
Implement risk management strategies to safeguard client capital.
• Perform fundamental research on various stocks across different market capitalizations.
• Provide regular updates to clients on portfolio performance and investment strategies.
• Conduct client meetings and presentations to explain portfolio strategy, market outlook, and investment rationale.
• Actively manage market volatility and ensure portfolio stability through tactical adjustments.
• Prepare detailed performance reports and analysis for both internal stakeholders and clients
• Work closely with the research, trading, and compliance teams to ensure smooth portfolio management processes.
Location
Mumbai / Ahmedabad
Role Requirement
Required Qualifications:
•
MBA / CFA / CA
• 7+ years of experience in portfolio management, equity research, or investment analysis
• Skills & Competencies:
•
Strong understanding of financial markets, equity analysis, and portfolio construction.
• Familiarity with portfolio management software/tools and Bloomberg.
• Proficient in financial modelling, valuation techniques, and using research tools.
• Ability to analyse financial statements, earnings reports, and macroeconomic data.
• Good knowledge of risk management principles and strategies.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work well under pressure and manage multiple client portfolios simultaneously.
About the Job:
Salary:
Negotiable
Company:
Equirus
Role :
Fund Manager (Multi Cap)
Category:
Asset Management - Fund Manager
Location:
Mumbai / Ahmedabad, India, Asia
Employment Type:
Full time
💡 Quick Summary
Seeking a career-building opportunity? The Fund Manager (Multi Cap) position is now open for candidates interested in the Event Management Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.