Fund Manager

Job Title: Fund Manager
Department: Onyx PMS
Reporting To: Managing Director
Experience: 12+ Years
Qualification: CA / MBA (Finance) / CFA (Preferred)
Role Purpose
The Fund Manager will be responsible for managing discretionary and non-discretionary portfolio mandates, driving investment performance through robust portfolio construction and asset allocation strategies. The role requires strong market expertise, client engagement capabilities, and the ability to develop innovative investment solutions for HNI/UHNI clients while ensuring disciplined risk management and governance.
Key Responsibilities
Manage the firm's captive discretionary and non-discretionary fund mandates with accountability for portfolio construction, asset allocation, and investment performance.
Develop and execute investment strategies across equities, fixed income and other asset classes based on macroeconomic trends, market opportunities, and fundamental research.
Drive portfolio performance while maintaining a disciplined risk management framework.
Partner with the Private Wealth teams to support client acquisition, portfolio reviews, and investment discussions.
Meet HNI/UHNI clients and prospects to present investment strategies, portfolio positioning, and market outlook.
Work closely with Research, Product, Risk, and Compliance teams to ensure robust investment governance.
Publish regular market insights, portfolio commentary, and investment recommendations for internal and client communication.
Contribute to the development of new investment strategies and multi-asset solutions aligned with evolving client needs.
Skills and Experience
12+ years of experience in Investment Advisory, RIA, PMS, Wealth Management, Asset Management, or Family Office environments.
Strong advisory experience managing and advising HNI/UHNI clients on investment portfolios and wealth creation strategies.
Proven experience in portfolio construction, asset allocation, and equity investment management.
Demonstrated track record of delivering consistent investment performance across market cycles.
Strong understanding of financial markets, macroeconomics, investment products, and risk management frameworks.
Experience supporting business development initiatives and client acquisition efforts.
Excellent presentation and communication skills with the ability to simplify complex investment concepts for clients and stakeholders.
Other Requirements
Prior experience with SEBI-registered platforms.
CFA Charter holder or equivalent investment credentials.
Existing relationships within the HNI/UHNI ecosystem
Strong client-facing and relationship management skills.

Work arrangement
No