Kotak Mahindra - Fund Manager - Listed Equities (10-15 yrs)

- Fundamental Research : Conduct in-depth research on companies, industries, and economic trends to identify potential investment opportunities.

- Stock Idea Generation: Generate and evaluate stock ideas for the advisory platform.

- Investment Thesis Development: Develop and articulate clear and compelling investment theses to clients.

- Portfolio Management: Contribute to portfolio performance, execution, and review.

- Client Relationship Management: Build and maintain strong relationships with clients, aiming to gain wallet share.

- Market Analysis: Stay abreast of market trends and developments.

- Communication: Effectively communicate investment strategies and research findings to clients and colleagues.

- Industry Networking: Maintain strong relationships with sell-side brokers and industry experts.

- Required Qualifications & Skills:

- Education: Master's degree from a reputed business school. CFA charter is preferred.

- Experience: about 10 years of experience as a fund manager with a reputable PMS (Portfolio Management Services) firm.

- Investment Expertise: Proven ability to select stocks and construct high-performing portfolios.

- Communication & Presentation: Excellent written and verbal communication skills, including the ability to effectively present investment ideas to clients.

- Analytical & Quantitative Skills: Strong analytical and quantitative skills with proficiency in financial modeling and data analysis tools (Excel, PowerPoint, Bloomberg).

- Research & Writing: Excellent research and writing skills.

- Market Knowledge: Deep understanding of financial markets, investment principles, and various sectors.

- Attention to Detail: High level of attention to detail and accuracy.

- Interpersonal Skills: Strong interpersonal and relationship-building skills.

- In essence, this role requires a highly skilled and experienced investment professional with a strong track record of success in stock selection and portfolio management. The individual must be a strong communicator, a team player, and possess a deep understanding of the investment landscape.