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Job Description of a Fund Manager 2022| Responsibilities| Duties

Functional Role of a Fund Manager is to analyze the financial data of a company. Duties of Fund Manager include Equity research, Portfolio analysis, Funds Flow analysis, Track progress against KPIs (key performance indicators) etc.

Do you want to know in detail what a Fund Manager does? What you should look for in a Fund Manager Resume? What are the points you should include in your Fund Manager CV? Please read below.

Responsibilities of Fund Manager:

Portfolio Management

  • Identifying investment ideas by understanding economic & business matrices, and valuation models
  • Portfolio construction through sector allocation and stock selection
  • Keeping track of financial & operational health of the portfolio companies, and interacting with company officials, distributors, suppliers, customers & competitors
  • Making presentations, and interacting with Mutual Fund channel partners
  • Ensuring adherence to regulatory and risk limits
Fund Manager
Fund Manager (dreamstime.com)

Equity Research

  • Comprehensive sector and stock research to identify investment opportunities
  • Continuous interaction with Portfolio Managers
  • Constantly tracking & understanding, industry & company updates
  • Understanding and building valuation models
  • Constant interaction with research analysts
  • Actively managing Analyst Model portfolio
  • Preparing and updating stock research summaries for regulatory & internal documentation
  • Preparing sector updates for sales & marketing support.
  • Conducting In-depth research based on understanding of business, detailed financial analysis, comparison with competition, management meetings, financial modeling and valuation Liaison with the sales team for the product placement of international funds in Indian markets

Funds Flow Analysis

  • Preparing Cash Flows Statement for all Equity Funds  
  • Preparing Transaction Flow Statements  
  • Negotiating, Placing, Executing, Confirming & Reporting Equity Deals
  • Helping Fund Managers generate Alfa to their respective benchmarks.  
  • Co-ordinating with Debt team & Fund managers for buying papers in the Hybri
  • Monitoring schemes wise Limits, Fund wise limits, Compliance Reporting & managing  
  • other audit requirements.  
  • Equity Trade uploads & Confirmation to the PCM & Ops teams.  
  • Monitoring Limits & margin placements for F&O deals  
  • Liquid Fund placement & redemption

How to become a Fund Manager:

Educational Qualification requirement for a Fund Manager is Graduate or Bachelor degree from any of college/university Commerce or Science or engineering. Chartered Accountant (CA) or MBA in Finance or Chartered Financial Analyst (CFA) is must for a Fund Manager.

Technical Skills Required for Fund Manager:

  • Strategic Planning & Leadership
  • MIS Management
  • Analytical Forecasting acumen
  • Mathematical expertise
  • Handle large quantitative data

Software skills Required for Fund Manager:

Equity Research Tools

ERP/SAP

MS-Word, MS-Excel, MS-Power Point

Soft skills Required for Fund Manager:

  • Excellent Verbal communication skills, both written and oral.
  • Strong communicative and interpersonal skills essential for managing people.
  • Self-motivated, hardworking. Always keen on constant improvement.
  • Goal Oriented mind set.

What is the Job Opportunity of Fund Manager in the industry?

Fund Managers are required and hired in Banks, NBFC (Non-Banking Financial Company) Companies, Insurance companies, Venture Capital companies, Financial Services companies, Mutual fund Companies etc. So, there is always a huge demand of Fund Managers.

Salary of Fund Manager (in India):

Average Salary of Fund Manager in India starts from 6 Lacs Rupees per annum. It can go up to 1 Cr (10M) Rupees depending upon the Experience, Expertise, Industry, Business volume etc.

FAQs:

There are high demands Fund Managers abroad especially in Middle east countries (Gulf), Africa, Canada, USA, Europe, Canada etc.

Also Read:

Job Description of a Financial Analyst

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