Chief Investment Officer

Position: Chief Investment Officer (CIO) - JD/KRA/KPA

A) Qualification & Requirements:

1. Certified CA with following additional qualification will advantage:

- Preference of CS or lawyer background

- Qualified NISM XIX C is preferable

2. Experience:

- Minimum 20 years of experience in which 10+ Years of experience should be in an investment role

- Proven track record to lead a team of investment professionals & formulation of investment strategies.

- Experience of working as a CIO in any family office will be an add on advantage

- Having a hands on experience of international taxation and international investment system.

3. Software Proficiency:

- Familiar & user efficient with Good Software system used for analyzing financial data & taking reports and submitting to board members.

4. Analytical Skills:

- Strong research, critical thinking & analytical abilities.

- Knowledge of advance computer skills and use of AI in mathematical analysis as well creating reports.

5. Leadership & communication:

- Demonstrated leadership qualities & effective written & verbal communication skills.

- Ability to project & present investment strategies with convincing power to management.

6. Problem solving orientation:

- Result oriented mind set with a strong problem-solving attitude.

B) Roles & Responsibilities:

1. Asset Allocation: -

- Make informed decisions about family office's asset allocation.

- Development investment strategies and risk management models to optimize asset distribution as per discussion or as per complete financial planning.

2. Advisory Role:

- Provide expert advice to management on various investment options , including involvement in acquisitions & mergers.

- Set target / potential companies for investment.

3. Team Building & supervision:

- Develop strong leadership by selecting, supervising & mentoring team members.

- Cultivate collaborative environment that encourages effective performance & professional growth.

C) Key Performance Indicators:

1. Ensure ROI & growth

2. Ensure company branding: Use effective tools of branding & develop company brand as catalyst of growth.

3. Management reporting: Develop reporting structure as guidance by management.

4. Data Protection & cybersecurity: Ensure robust data protection and protocols of cybersecurity are in place.

5. Team Training & delegation: Train teams to delegate assignments effectively, fostering culture of accountability.