Bathwal Corporation - Manager - Investment & Portfolio

Investment & Portfolio Manager (Family Office Kolkata)

Position Overview: The incumbent will be responsible for overseeing and managing the investment portfolio of. This role requires a strategic thinker with deep expertise in investment management, financial markets (Domestic & International), and risk assessment etc. The IPM will develop and implement investment strategies, manage investment risks, and ensure alignment with the company's overall financial goals.

Key Responsibilities: (Domestic & International)

- Investment Strategy Development:

o Formulate and execute a comprehensive investment strategy in alignment with the company's financial objectives, risk tolerance, and time horizon.

o Continuously evaluate and refine investment strategies based on market conditions, economic trends, and organizational goals.

- Research and Analysis:

o Conduct thorough research and analysis on potential investments, including financial modelling, market analysis, and due diligence.

o Stay informed about market trends, economic developments, and industry changes to make informed investment decisions.

- Team Leadership and Development:

o Lead and mentor the investment team (1-2 members), fostering a collaborative and high-performance environment.

o Oversee the recruitment, training, and professional development of investment staff.

- Stakeholder Engagement:

o Build and maintain relationships with external investment managers, advisors, and other financial professionals.

o Represent the company in industry forums, conferences, and networking events. - Portfolio Management:

o Oversee the day-to-day management of the investment portfolio, including asset allocation, security selection, and performance monitoring.

o Optimize portfolio performance while adhering to risk management policies and investment guidelines.

- Risk Management:

o Develop and implement strategies to identify, assess, and manage investment risks.

o Regularly review and adjust risk management practices to ensure the portfolio remains within acceptable risk parameters.

- Reporting and Communication:

o Prepare and present regular reports on investment performance, strategy updates, and market conditions to senior management and stakeholders.

o Communicate complex investment concepts clearly and effectively to non-financial stakeholders.

- Governance:

o Ensure to map all the processes and approaches towards investment, strategy and execution to build a strong knowledge management process.

Team Size: 1-2 members

Work Experience: 12-15 years (10 years minimum in family office investment group)

Qualifications:

- Must be a Charted Accountant with Bachelor's degree in Finance, Economics, Business Administration, or a related field; advanced degree (MBA, CFA, etc.) preferred.

- Extensive experience in investment management for Family Offices (must) with a strong track record of developing and executing investment strategies.

- In-depth knowledge of various asset classes, investment vehicles, and financial markets.

- Proven ability to analyse and interpret complex financial data.

- Strong leadership and team management skills with experience in leading investment teams.

- Excellent communication and presentation skills, with the ability to convey complex information in a clear and concise manner.

- High level of integrity and professionalism.