Manager - Investments - Family Office - BFSI

1. Evaluating investment opportunities in mutual funds (Debt and/or Equity), Stocks, Portfolio management services, government securities, corporate bonds, AIF's (- categories- )

2. Monitoring existing investments in above the mentioned categories

3. Preparing weekly reports on the Net Asset Value of the investments made

4. Evaluating and monitoring the under lying securities in each investment category

5. Preparing a red flag report on a weekly basis of the existing investments made

6. Identifying the latest macro & micro economic trends & evaluating how it may impact the existing investments

7. Preparing or interpreting financial document summaries and investment performance reports

8. Analyzing past performance of investments making recommendations for improvements