Senior/ Chief Investment Manager -Family Office

Bangalore (Locality), Karnataka (IN)
Upto INR 32 LPA
Nov 09, 2022
Dec 09, 2022
Employment Type
Full Time

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.
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