GM – Family Office

## Key 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 Sr 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 dealings ## Requirements - Minimum 12+ years of experience in Finance, Equity Market, specializing in investment management and financial analysis across various markets in India and the overseas. - MBA in Finance, CA or CFA or similar certifications preferred. - Strong understanding of financial modelling, valuation techniques, and market analysis. - Experience interacting with senior management, clients, and institutional investors. - Must have experience in Family Office. - Must have handled investments in BFSI, Consumer and small & mid-caps sectors. - Must have managed a portfolio size of at least 40lpa. - Must have experience in equity market, portfolio management, financial modelling, valuation techniques, market analysis, investment analysis, tax planning, estate planning, and relationship management. - Must have experience in interacting with senior leadership. - Preference for candidates from Delhi. - Fixed CTC: ₹40lpa - No gender preference ## Additional Requirements - Must possess integrity, honesty, and responsibility as key values for success and trust in this role. - Must have experience in conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure. - Must have experience in setting up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities. - Must have experience in making asset allocation decisions & investing 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 - Must have experience in advising Promoter on overall fund (Public Market) and on assigned sectors – BFSI, Consumer and small & mid-caps