Senior Investment Manager - Family Office

Key Responsibilities:

Investment & Portfolio Management

- Oversee and manage a family office portfolio worth - 400-1000+ crores, ensuring optimal asset allocation across multiple investment classes.

- Develop and implement investment strategies tailored to the family's financial goals, risk appetite, and market conditions.

- Conduct detailed analysis and performance evaluation of the existing portfolio, ensuring real-time risk mitigation and rebalancing.

- Provide comprehensive investment reports, MIS, and financial dashboards for informed decision-making.

Asset Classes & Deal Sourcing

- Identify, evaluate, and execute investment opportunities in equities, fixed income, private equity, venture capital, real estate, alternative assets, and structured products.

- Source and structure large investment deals in private markets, leveraging deep industry networks.

- Conduct thorough due diligence, including financial modeling, risk assessment, and market research.

- Stay ahead of emerging investment trends and bring a multi-investment perception to portfolio diversification.

Relationship Management & Industry Networks

- Build and maintain strong relationships with private banks, investment firms, fund managers, and industry leaders for exclusive investment opportunities.

- Act as a trusted advisor to the family office, providing insights on macroeconomic trends, regulatory changes, and investment risks.

- Negotiate and structure high-value deals, ensuring favorable terms and high ROI.

Research & Strategic Planning

- Lead research initiatives to identify high-growth investment avenues.

- Ensure compliance with regulatory, tax, and legal frameworks while structuring investments.

- Stay updated on global and domestic financial markets and provide data-driven recommendations.

Key Requirements:

Education

- Bachelor's degree in Finance, Economics, Statistics, or related fields.

- If from a technology background, Master's in Finance is mandatory.

- CFA/CAIA/FRM certifications are a plus.

Work Experience

- 4-5 years of experience in managing UHNI/HNI portfolios or family office investments.

- Must have managed portfolios worth a minimum of - 400-500 crores, with a preference for those handling - 1000+ crores.

- Experience in private banking, wealth management, or a top-tier family office is highly preferred.

Skills & Expertise

- Strong understanding of asset classes: equities, bonds, private equity, real estate, alternative investments, and structured finance.

- Proven track record in large deal-making, fundraising, and investment structuring.

- Excellent financial modeling, due diligence, and research capabilities.

- Expertise in portfolio consolidation, performance tracking, and MIS reporting.

- Strong business acumen, analytical mindset, and ability to identify high-return investments.

- Exceptional negotiation skills and a well-established network in the investment industry.

Preferred Background:

- Prior experience in top-tier private banks, wealth management firms, or family offices.

- Exposure to multi-asset investment strategies and private market deal execution.

- Strong understanding of risk management, financial structuring, and regulatory compliance.

Compensation & Benefits:

- Competitive base salary + performance-based incentives.

- Exposure to exclusive investment opportunities and high-value deals.

- Opportunity to work directly with prominent HNIs/UHNIs and industry leaders.

- Professional growth in an elite family office investment ecosystem.