DGM/GM - Family Office - Investment Business - CA

Brief Overview:

The Deputy General Manager (DGM) or General Manager (GM) will oversee and manage the complete investment portfolio of the family office. This individual will report directly to the Executive Director and be responsible for handling a wide range of financial activities across equity, debt, and real estate.

Key Roles and Responsibilities :

- Manage the entire investment portfolio of the owner, ensuring the right mix of equity, debt, and real estate.

- Maintain robust relationships with financial advisors, banks, consultants, and other stakeholders.

- Set up and manage the people, processes, and policies for the Single Family Office.

- Demonstrate in-depth knowledge of financial instruments such as direct equity, funds, mutual funds, structured notes, bonds, real estate NCDs, and commodity-related investments.

- Optimize investment returns through effective risk management and proper asset allocation.

- Have a comprehensive understanding of the tax implications for all financial investments.

- Continuously monitor investments and adapt quickly to changes in macroeconomic conditions.

- Ensure compliance with regulatory bodies, having strong knowledge of Income Tax, Corporate Tax, and RBI regulations.

Qualifications and Requirements :

- An MBA in Finance or a highly qualified Chartered Accountant with over 15 years of experience in the investment sector.

- In-depth exposure to handling investment portfolios, ideally for a family office or equivalent.

- Deep understanding of the setup, operations, and policies of a family office.

Skills and Competencies :

- Strong financial acumen and understanding of stock markets.

- Excellent business orientation and the ability to balance risk with reward.

- Superior time management skills.

- Ability to manage relationships with various stakeholders effectively.

- A continuous learning mindset focused on self-development.