Investment Manager - Family Office

Position : Investment Manager (Single Family Office)

Responsibilities :

The individual will report to the Chief Investment Officer (which will now be KK), and will have the following primary and allied responsibilities :

Primary responsibilities include (not restricted to) :

- Driving asset allocation decisions for the family office

- Develop a congruent investment strategy across asset classes to provide superior inflation adjusted maximization of wealth to the Principal

- Identify and conducting active research/analysis and due diligence on products across the different asset classes (e.g., equities, debt, PE/VC, alternatives etc.,)

- Identify and manage risks across asset classes (and therefore products)

- Identify the right technology solution/enhance the existing technology solutions to provide timely reports/develop MIS to the CIO with the required granularity

- Manage and rationalize costs at all levels (e.g., product selection, advisor payments)

Allied responsibilities include (not restricted to) :

- Working closely with the Family office's network of Financial Advisors, corporate advisors and lawyers on all potential investments

- Working collaboratively with a group of existing Financial Advisors, tracking performance and evaluating recommendations of Advisors

- Tracking and monitoring industry trends/developments and performance of the investment portfolio

- Assisting in building an institutional quality investment portfolio to meet and exceed the risk & return objectives

- Tracking and monitoring industry trends/developments and performance of the investment portfolio

Requirements :

Academic requirements :

- Bachelor/Master's Degree in Business/Finance/Engineering from reputed institutions

- CA/CPA/CFA qualification or MBA (Finance) preferred

Work experience requirements :

- 5-10 years of relevant experience in research and investment management with banks, family offices, corporate treasury, or buy-side investment firms across multiple asset classes

- Strong fundamental and technical analysis, and critical thinking capabilities

- Familiar with a range of analytical tools, databases, and software relevant for investments and portfolio management

- Strong knowledge of at least one of the following asset classes - Private Equity, Listed Equities or Structured Credit, and some exposure to other asset classes

- Possesses excellent professional network that can be leveraged in role

Others requirements :

- Superior value system, open minded

- Data driven, placing Principal's interest ahead of everything

- Hands-on. entrepreneurial and adaptable. The candidate should be willing to take responsibility for investment not only for its origination but also its execution and tracking

- Proactive, inquisitive, ability to balance the conflicting requirements of multitasking and detail orientation

- Ability to work independently in a small, focused in-house team assisted by external research services providers

- Good communication and presentation skills

- Good coordination and follow-up skills

- Work ethics and style - inspiring, results-focused, execution, accountable, humble, hands-on