Associate Vice President

Role purpose

This role focuses on in-depth equity analysis for assigned industry sectors, monitoring market and company data, carrying out equity research, and evaluating portfolio and results performance. The position supports the Fund Management Team in shaping investment strategy across sectors, identifying new opportunities, strengthening existing positions, and helping launch new and innovative fund options while tracking competitor activity and industry developments.

Job context and key challenges

The job requires building a strong view of company performance using sector trends, business segments, and the broader market environment. A major part of the role is forming market and economic outlooks from available information and future expectations, maintaining regular interaction with companies, and quickly updating recommendations when conditions change.

Another challenge is contributing to sector-level decision-making alongside the fund management team.

Key responsibilities

• Provide the team with accurate, relevant company and sector information every day to help assess stock impact and improve fund performance.
• Prepare daily notes covering important news and developments across the assigned sectors and companies.
• Use multiple information sources, including discussions with management and research houses when needed, to judge the likely effect of developments.
• Build quarterly pre-result estimates and carry out post-result analysis for stocks and companies in the relevant sector to support better fund outcomes.
• Collect detailed data from the previous quarter, including event-related, sector-related, and company-specific inputs.
• Review results in a structured format, highlighting actual performance and the reasons for overperformance or underperformance.
• Monitor the portfolio regularly to reduce exposure-related risks.
• Track exposure across companies and sectors, and review the portfolio against peers.
• Recommend portfolio changes based on market outlook to improve performance.
• Identify new investment opportunities through market and financial research on companies outside the current coverage universe.
• Conduct management meetings and channel checks to validate the credibility of potential new companies.
• Prepare reports on companies that may be added to the company universe if their performance merits inclusion.
• Obtain the necessary approvals to add new companies to the universe.
• Develop fresh fund ideas and monitor fund launches by peers, mutual funds, and global funds.
• Support senior leadership from the idea stage through launch of new funds, including the concept note, investment strategy, objective, and investment rationale.
• Create presentations on market outlooks to support fund launches and assist with the launch process.
• Review newly launched fund options in India and globally across insurance and mutual fund products, and keep the senior team updated.

Sectors tracked

Oil & Gas, Petrochemicals, Auto & Ancillaries, Retail, Metal, Logistics, and Pipes.

Additional information

This position is based in Maharashtra, India and is a full-time, on-site role.

No stipend, salary figure, application deadline, start date, or vacancy count was provided in the source.