Fund Manager - Multi-Asset Class

We are mandated to hire a Fund Manager with experience in Multi-Asset Classes for an Alternate advisory to be operating out of their GIFT City (Gandhinagar) office in Gujarat

Job Title:

Fund - Multi-Manager, Multi-Asset Portfolio

Role Overview: We are seeking a dedicated and versatile Fund Manager to oversee the management of a multi-manager, multi-asset portfolio. This position involves taking a lead role in fund performance, strategic asset allocation, and client engagement, with a focus on leveraging technology to enhance portfolio management, client communication, and operational efficiency. This role is ideal for a candidate with a strong foundation in investment strategy, portfolio analytics, and cross-functional project management.

Key Responsibilities:

Investment Strategy & Asset Allocation:

- Develop a deep understanding of the fund's strategy across asset classes, including Equity, Debt, and Alternative Investments.

- Continuously update knowledge on asset classes through secondary research and adapt to changing market dynamics.

- Participate in strategic discussions and provide insight on portfolio allocations and market trends to guide investment decisions.

Portfolio Management & Execution:

- Oversee the portfolio's performance in line with strategic objectives, ensuring appropriate allocation across underlying investment strategies.

- Execute portfolio recommendations, track performance, and maintain compliance standards.

- Implement portfolio strategies, evaluate underlying investment sub-portfolios, and adapt as needed based on market conditions and portfolio goals.

Client Communication & Engagement:

- Lead client communication initiatives across multiple asset classes, providing regular updates on fund performance and strategy.

- Conduct webinars, events, and presentations with internal and external stakeholders for current and prospective clients.

- Collaborate with distribution partners to support fund growth and engagement.

Performance Analysis & Reporting:

- Conduct in-depth portfolio analysis, including attribution, style analysis, and benchmarking, to evaluate and enhance portfolio performance.

- Prepare and present comprehensive performance reviews and asset allocation plans for Investment Committee (IC) meetings.

- Regularly perform back-testing and strategy evaluation to refine fund performance.

Technology & Process Optimization:

- Utilize technology to improve fund management processes, client communications, execution, reporting, and other operational areas.

- Explore new tools and platforms to increase efficiency, scalability, and accuracy across portfolio management and client service functions.

Stakeholder & Compliance Management:

- Liaise with external partners (brokers, advisors, operations) to ensure smooth trade execution and adherence to portfolio strategy.

- Ensure compliance with regulatory requirements, maintain audit standards, and monitor the Investment Policy Statement (IPS) for deviations.

- Maintain meticulous audit and compliance records to uphold portfolio management hygiene.

Travel & Relationship Management:

- Attend meetings with clients, partners, and stakeholders, both domestically and internationally, to strengthen relationships and support fund objectives.

- Participate in regular huddles and webinars with distribution partners to share fund updates and performance insights.

Qualifications:

- Advanced knowledge of multi-asset class strategies, portfolio management, and investment analysis.

- Strong analytical skills with experience in attribution analysis, benchmarking, and performance measurement.

- Excellent communication and presentation abilities, with a client-centric approach.

- Proficiency in portfolio management tools and familiarity with compliance and audit standards.

- Ability to work across teams and manage multiple projects in a fast-paced environment.

- Willingness to travel domestically and internationally as required.

- This role offers the opportunity to drive meaningful impact within a collaborative team, applying strategic insight and technical skill to optimize fund performance and client engagement.