Fund Manager - Mid Cap & Small Cap

# Fund Manager – Mid Cap & Small Cap Strategy ## Company Overview [Company details are not specified.] ## Job Summary The **Fund Manager – Mid Cap & Small Cap Strategy** is crucial for generating superior long-term returns through the identification, evaluation, and management of investments in mid-sized and small-sized companies. This role demands extensive fundamental research, disciplined portfolio construction, sharp analytical judgment, and adeptness in managing the heightened volatility and liquidity risks associated with this market segment. ## Responsibilities - **Portfolio Management & Construction** - Build and actively manage a diversified portfolio of mid-cap and small-cap equities in alignment with the fund’s investment mandate. - Rebalance portfolio positions in response to market movements, company performance, and valuation changes. - Optimize capital allocation to maximize alpha while implementing disciplined risk controls. - **Fundamental Research & Analysis** - Conduct detailed bottom-up research on companies encompassing financial modeling, business analysis, competitive positioning, and management assessment. - Interact with company management teams, industry experts, and channel partners to gather insights and affirm investment theses. - Monitor earnings, corporate developments, and sector trends to identify emerging opportunities. - **Investment Strategy Development** - Formulate and execute active investment strategies such as growth, value, or blended approaches tailored to the mid & small-cap universe. - Identify mispriced securities by assessing market inefficiencies and behavioral patterns early. - Develop sector views and adjust the portfolio accordingly. - **Risk Management** - Continuously assess and mitigate risks associated with liquidity, volatility, governance, and concentration. - Implement risk frameworks, including position sizing, stop-loss discipline, and diversification protocols. - Ensure adherence to the fund’s risk appetite and regulatory constraints. - **Performance Monitoring & Reporting** - Track fund performance versus benchmarks (e.g., Nifty Midcap, Smallcap indices) and peer funds. - Prepare both internal and external reports, including attribution analysis, risk metrics, and portfolio commentary. - Communicate fund strategy, performance dynamics, and market outlook to stakeholders and investors. - **Team Leadership & Collaboration** - Lead, mentor, and guide equity research analysts supporting the investment strategy. - Collaborate with traders for efficient execution and with risk/compliance teams for oversight. - Cultivate a research-driven, high-performance culture within the investment team. - **Regulatory Compliance** - Ensure full compliance with regulatory guidelines, including SEBI mutual fund regulations. - Maintain necessary documentation and disclosures for audits, regulatory reports, and internal governance. - **Market Awareness & Thought Leadership** - Stay abreast of macroeconomic trends, sector developments, and global market movements. - Evaluate the impact of economic cycles, interest rate variations, and policy announcements on portfolio companies. - Engage in market discussions, conferences, and knowledge-sharing forums. ## Qualifications - **Education** - Bachelor’s degree in Finance, Accounting, or a related field. - MBA or Post Graduate Degree in Finance preferred or CFA (Chartered Financial Analyst) or CA (Chartered Accountant). - **Experience** - Minimum of 5 years experience in portfolio management. - Strong track record in managing mid-cap and/or small-cap funds is preferred. - **Core Skills** - Strong analytical and quantitative abilities. - Profound understanding of financial markets, valuation methodologies, and investment frameworks. - Discipline, emotional resilience, and capacity to make unbiased decisions under pressure. - Excellent communication and presentation skills for articulating strategy and insights. - Ethical conduct with a strong fiduciary mindset. - Forward-looking perspective and adaptability in dynamic markets. ## Preferred Skills - Additional experiences with innovative investment strategies or technology tools related to investment management. ## Experience - 5+ years in portfolio management, particularly focused on mid-cap and small-cap strategies. ## Environment - This role is based in **Mumbai**, and while the work setting specifics are not detailed, it typically involves a collaborative office environment with opportunities for client interaction and market engagement. ## Salary [Salary information is not specified.] ## Growth Opportunities [Details about potential career advancements within the company are not specified.] ## Benefits [Information on benefits offered by the company is not specified.]