01Overview
Company: Tata Capital
Location: Thane, Maharashtra
Job Type: Full-time | On-site
Experience Required: 1015 Years
CTC: 25 LPA 45 LPA
About the Role
Tata Capital is looking for an experienced Fund Manager Portfolio Management Services (PMS) to establish and manage its PMS investment function for High Net-Worth Individual (HNI) clients. The role involves managing multi-asset portfolios, driving investment strategies, ensuring regulatory compliance, and working closely with clients and relationship managers to deliver superior investment outcomes.
Key Responsibilities
- Manage and oversee PMS portfolios across Equity, Mutual Funds, ETFs, Bonds, and Hybrid investments.
- Develop and implement investment strategies based on market trends and client objectives.
- Design and manage the PMS Risk Management Framework.
- Execute investment decisions and monitor portfolio performance.
- Ensure optimal asset allocation and portfolio diversification.
- Prepare portfolio reviews, market commentary, factsheets, and investment presentations.
- Participate in client meetings and explain investment strategies and portfolio performance.
- Support Relationship Managers in client acquisition and retention.
- Ensure compliance with SEBI PMS regulations and internal governance policies.
- Coordinate with compliance, operations, and dealing teams for seamless portfolio execution.
Required Skills & Experience
- 1015 years of overall experience with at least 67 years in Portfolio Management or Fund Management.
- Experience working with Asset Management Companies (AMC), Wealth Management Firms, PMS, AIF, Mutual Funds, or Proprietary Investment Firms.
- Strong understanding of Indian Equity and Fixed Income markets.
- Expertise in portfolio construction, asset allocation, and investment research.
- Strong analytical, valuation, and financial research skills.
- Excellent communication and client-facing abilities.
Preferred Qualifications
- MBA/PGDM/PGPM in Finance or equivalent.
- CFA or CA qualification will be an added advantage.
- Strong understanding of SEBI PMS regulations and investment governance.
What We're Looking For
- Ownership mindset
- Robust analytical and decision-making skills
- High ethical standards and compliance orientation
- Excellent collaboration and stakeholder management
- Ability to perform in a quick-paced environment
Why Join Tata Capital
- Be part of one of India's most trusted financial institutions.
- Opportunity to build and lead a growing PMS platform.
- Work with HNI clients and sophisticated investment products.
- Competitive compensation and long-term career growth.
- Collaborative, values-driven, and high-performance work culture.
Compensation: 2,500,000.00 - 4,500,000.00 per year
Application Question(s):
- How many years of hands-on Portfolio/Fund Management experience do you have in PMS, AIF, Mutual Funds, or an AMC Please mention the organization(s).
- What is the approximate AUM (Assets Under Management) you have directly managed, and which asset classes (Equity, Debt, ETFs, Mutual Funds) have you handled
- Have you independently taken investment decisions (buy/sell) and managed portfolio construction and asset allocation Please share a recent example.
- What is your experience with SEBI PMS regulations, compliance, and client portfolio reporting
- Are you currently based in or willing to relocate to Thane, and what is your current notice period
Work Location: In person .
