Chief Investment Officer

1. Portfolio Construction & Management

• Lead and manage the Family Group’s domestic and overseas investment portfolios across multiple asset classes, including Equity, Fixed Income, Alternatives/Hybrids, and Commodities, in line with the Investment Policy Statement (IPS) and defined risk parameters.
• Conduct periodic reviews of all investments and present updates and performance reports to the IC.
• Monitor investment performance against benchmarks and ensure adherence to IPS and Asset Allocation Matrix.
• Identify and address deviations from defined policies and initiate corrective actions proactively.
• Manage entry and exit strategies for existing and prospective investments.
• Oversee liquidity management in alignment with the IPS and family directives.

2. Deal Sourcing

• Develop and maintain relationships with bankers, consultants, advisors, and other market intermediaries to source and evaluate new investment opportunities (both domestic and international).
• Engage and nurture relationships with founders, angel investors, and co-investors associated with investee companies.

3. Research & Analysis

• Drive in-depth macroeconomic, sectoral, and asset-class research to inform strategic investment decisions.
• Supervise the Investment Team’s primary and secondary research efforts to identify opportunities and mitigate risks.
• Oversee deal scoring, investment rating, and preparation of investment teasers and research notes for IC and MD review.
• Foster a culture of analytical rigor, innovation, and continuous learning within the Investment Team.

4. Risk Management

• Develop and oversee a comprehensive Risk Management Framework covering:
• Market Risk
• Security-Specific Risk
• Liquidity Risk
• Ensure effective implementation of risk control measures across the investment portfolio.

5. Investment Operations

• Supervise end-to-end investment operations with a focus on minimizing operational risks and enhancing efficiency through technology and automation.
• Promote collaboration with cross-functional teams (Finance, Legal, HR, IT) for seamless execution of investment initiatives.
• Ensure real-time updating of trades and investments in internal systems or databases.
• Oversee investment documentation, legal vetting, and record management within the internal Document Management System (DMS).
• Coordinate with the Finance Team and brokers/partners to ensure adequate liquidity for treasury and investment activities.

6. Investment Processes & Governance

• Ensure full compliance with regulatory requirements and internal Standard Operating Procedures (SOPs).
• Maintain comprehensive MIS and records of all investment activities as per established SOPs.
• Present investment opportunities, performance reviews, and recommendations to the Investment Committee for informed decision-making.
• Facilitate the conduct of IC meetings, ensuring adherence to defined processes and documentation standards.

Key Attributes

• Strong analytical and strategic mindset with deep understanding of capital markets and multi-asset investing.
• Proven ability to build and lead high-performing investment teams.
• Excellent stakeholder management and communication skills.
• High integrity and alignment with the Family Office’s values and long-term objectives.

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