SBI Mutual Fund - PMS Fund Manager - Fixed Income

Role and Responsibilities

- The position will be responsible for managing Institutional PMS mandates with a diverse range of Fixed Income assets viz; Government Bonds, Corporate Bonds and other Debt securities in line with the regulatory guidelines and risk tolerance.

- Continuously monitor and analyze macroeconomic indicators, Interest Rate movements, Credit spreads, demand-supply dynamics of Bonds, systemic liquidity etc to identify Investment Opportunities.

- Develop and implement fixed income investment strategies based on in depth research and market analysis in order to add significant value to mandates.

- Execute purchase and sale transactions for the portfolio and continuously monitor the investment results to achieve the optimal investment outcome for mandates.

- Actively manage and monitor Interest Rate Risk, Credit Risk and Liquidity Risks. Ensuring compliance with Internal Risk templates and regulatory limits.

- Responsible for achieving the respective investment objectives and targets in accordance with approved guidelines set by the Investment and Risk Panel.

- Meeting corporates/company management and prepare reports to detail key takeaways from the meeting(s).

- Assisting the Sales team for Client calls and Sales pitch.

- Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies.

- Ensure strict adherence to regulatory guidelines and compliance standards.

Skills & Competencies

- Quick thinking and problem-solving skills

- Able to work independently and as a team player

- Excellent communication skills and active listening skills

- Analytical skills

- Customer focus and result oriented approach

Qualification & Experience

- CA/MBA & Graduate with minimum 5 years of Industry Experience

- CFA is recommended

- Experience in Fund Management