01Key Responsibilities
- Supporting the Chairman in managing a Diversified Portfolio & Complete Portfolio Management Conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure. Facilitating investment related communications with top private banks.
- Managed a diversified portfolio of private equity fund investments for the family office across sectors.
- Set up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities.
- Make asset allocation decisions & invest across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers.
- Responsible for advising Promoter on overall fund (Public Market) and on assigned sectors - BFSI, Consumer and small & mid-caps.
- Generate new ideas, evaluate them based on checklist and recommend the same to investment committee.
- Meet Senior Management to understand business, perform financial due diligence (Detailed Financial Model) and check on the ground business scenario through primary research.
- Led negotiations with General Partners in Private Equity funds to optimize returns and align interests.
- Financial Oversight: Monitor budgets, financial performance, and profitability. Collaborate with accountants or finance teams to ensure accurate reporting. Identify cost-saving and efficiency improvement opportunities.
- Relationship Management: Maintain positive relationships with employees, clients, and stakeholders. Resolve conflicts within the family or business amicably. Uphold and promote family values in all business dealing
Educational Qualification / Work Experience & Skills:
- MBA in Finance / CA / CFA Min. 10 years+ of experience in Finance, Equity Market, specializing in investment management and financial analysis across various markets, including India and the UAE &Experience working in Family Office or a Indian Business House.
- The candidate needs to have deep sectoral knowledge on commodity sector. Need to have fair understanding the pulse of its commodity segment. The ideal candidate should strong analytical mindset, a deep passion for investing.
- Strong understanding of financial modelling, valuation techniques, and market analysis.
- Experience interacting with senior management, clients, and institutional investors. .
