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Key Responsibilities:

Strategic Investment Leadership:
• Develop and oversee the mutual fund’s overall investment strategy in line with its objectives and risk tolerance.
• Establish and execute asset allocation policies across asset classes (equities, fixed income, alternatives, etc.).
• Monitor global and domestic financial markets to identify investment opportunities and risks.
• Provide guidance on tactical and strategic shifts in portfolios based on market conditions.

Portfolio Management Oversight:
• Supervise portfolio managers to ensure adherence to investment guidelines and performance benchmarks.
• Review and approve major investment decisions, ensuring they are research-backed and align with the fund’s strategy.
• Evaluate and optimize the fund’s performance through active and passive management techniques.
• Manage and oversee rebalancing activities and liquidity requirements.

Risk Management and Compliance:
• Implement robust risk management frameworks to monitor and control exposure to various financial risks.
• Ensure compliance with regulatory standards (e.g., SEC, SEBI, or other applicable bodies) and the fund’s internal policies.
• Review investment operations to maintain transparency and accountability.

Team Leadership and Collaboration:
• Lead, mentor, and manage the investment team, fostering a high-performance culture.
• Collaborate with other departments (e.g., marketing, compliance, and operations) to align investment strategies with business goals.
• Represent the mutual fund in meetings with stakeholders, including the board of directors, investors, and external analysts.

Stakeholder Communication:
• Report on fund performance and investment strategies to key stakeholders.
• Provide insights on market trends, economic developments, and potential impacts on the fund’s portfolio.
• Act as the spokesperson for the mutual fund’s investment philosophy and strategy in public forums.

Qualifications and Skills:

Education and Certification:
• Bachelor’s degree in Finance, Economics, or a related field (Master’s or MBA preferred).
• Professional certifications such as CFA (Chartered Financial Analyst) or CAIA (Chartered Alternative Investment Analyst) are highly desirable.

Experience:
 • 12–15+ years of experience in investment management, with a significant portion in mutual fund operations.
• Proven track record in portfolio management, asset allocation, and leading investment teams.

Core Competencies:
• Deep knowledge of financial markets, asset classes, and economic indicators.
• Strong analytical, decision-making, and problem-solving skills.
• Excellent leadership, communication, and interpersonal abilities.
• Proficiency in investment analytics tools and platforms (e.g., Bloomberg, Morningstar, or similar).

Key Performance Indicators (KPIs):
• Achievement of portfolio performance benchmarks.
• Effective risk-adjusted returns.
• Regulatory compliance and audit outcomes.
• Employee and team engagement levels.
• Stakeholder satisfaction with fund performance and reporting.