Finance - Family Office

Responsibilities

Team Lead - Front Office Equity - E2

Equity Investment Strategy & Execution:

• Identify and evaluate equity investment opportunities aligned with portfolio objectives.
• Conduct market research, financial modeling, and due diligence on potential investments.
• Ensure execution of trades within risk parameters and return expectations.

Risk & Performance Management:

• Analyze investment risks and propose mitigation strategies.
• Monitor portfolio performance and suggest rebalancing strategies.
• Ensure compliance with internal investment policies and regulatory frameworks.

Industry Research & Networking:

• Build and maintain relationships with brokers, fund managers, and analysts.
• Stay updated on market trends, economic indicators, and investment opportunities.
• Provide insights and recommendations to optimize investment decisions.

KEY STAKEHOLDERS

Internal Stakeholders:

• Family office Leadership
• Group Founders and Family
• Investment committees
• Promoters
• Internal Advisors

External Stakeholders:

• External Brokers
• External Investment Analysts
• External Fund Managers
• Regulatory Authorities
• Government Authorities

Qualifications

Education Qualification:

CA / MBA Finance / CFA preferred.

Work Experience:

10+ years of experience in equity investments, portfolio management, and risk analysis.