Fund Manager - Equity Jobs in Coimbatore Mutual Fund and AMC

📋 Job Description

Jobzi is sourcing qualified candidates for Fund Manager - Equity positions in Coimbatore's private Mutual Fund and AMC sector. This is a full-time opportunity with a reputed Mutual Fund and Asset Management employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Manage assigned equity mutual fund schemes by making buy, hold, and sell decisions aligned with scheme mandates, SEBI guidelines, and investor risk profiles
• Lead investment thesis development and stock selection by working closely with the equity research analyst team
• Present portfolio strategy, performance attribution, and market outlook at monthly investment committee meetings
• Ensure that all portfolio decisions comply with SEBI exposure limits, scheme categorisation mandates, and internal investment policy guidelines
• Engage with institutional investors, distributors, and media on fund philosophy, performance, and market positioning
• Monitor portfolio risk metrics including tracking error, sector concentration, and VaR in coordination with the risk management team
• Mentor junior research analysts and associate fund managers to develop the AMC's internal investment talent pipeline

🎓 Qualifications and Requirements

• Describe your stock selection philosophy and how it translates into portfolio construction.
• How do you manage a large-cap equity fund differently from a mid-cap or flexi-cap fund?
• What is your approach to managing downside risk in a falling market?
• How do you handle situations where your investment thesis is challenged by negative earnings results?
• Describe a portfolio positioning decision that resulted in significant alpha generation.
• How do you balance conviction positions with diversification in an equity fund?
• What SEBI regulations most directly constrain your day-to-day portfolio management decisions?
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

NISM Series V-A (Mutual Fund Distributor) for distribution and sales roles; NISM Series XV (Research Analyst) for equity research roles; CFA (Chartered Financial Analyst) Level I/II for fund analyst and portfolio management roles; CFP (Certified Financial Planner) for wealth management roles; AMFI Registration Number (ARN) for sales and distribution roles; NISM Series X-A (Investment Adviser Level 1) for advisory roles; FRM (Financial Risk Manager) for risk management roles in AMCs; CA or CMA for compliance and fund accounting roles