Senior/ Chief Investment Manager -Family Office

Job Description:

• Check and evaluate the present asset allocation of family investments; make proposal for future allocation.
• Set up a two-member team for Debt & Equity market.
• Balance and benchmark investments based on risk & returns.
• Provide due diligence & assessments on new investment proposals.
• Find opportunities in listed equity universe to determine equity exposure.
• Use sophisticated tax management techniques to optimise costs; ensure statutory filings Draft quarterly reports & presentation for the investors (which will be family members).
• Consolidate the present family investments.

Desired candidate profile :

•  Age 27 -45
• B. Com /Science graduate/Engineer with MBA Finance or Chartered Account; CFA level 1 & 2 preferred
• Should have worked in Buy side like Mutual fund, Portfolio Management or Investment management
• Should have broad knowledge on asset classes (mainly Equity, Debt, and Alternate Investment)
• Should be proficient in Excel, Word, Power point
• Should have good communications skills.