Director: Portfolio and Wealth Management

About Company

Torfac signifies growth for every individual part of our team. We are a global organization with a vision of providing best in class service by harnessing synergies derived from combining cutting edge technology and human intelligence. The success of every organization depends on the team, and we are proud to say that, here at Torfac, we have some exceptionally talented individuals whose growth has been fantastic to watch. Torfac is constantly growing in numbers; today, we have built a highly client-centric business connected with deep-rooted foundational values, integrity, honesty, client first, and respect.

Torfac is one of the world's leading providers of market research services, panel, and data collection. We are proud to be known as a provider of quality, reliable data. We have built innovative solutions to conduct end to end market research projects. We proudly serve over 800 clients including but not limited to, marketing agencies, universities, market researchers, media and advertising agencies, healthcare and consulting firms across North America, Europe and Asia Pacific. Come be a part of this young and enthusiastic organization!

For more information, go to https://torfac.com/

Job Responsibilities:

The Director – Portfolio & Wealth Management will oversee and manage the organization’s investment portfolios and overall wealth strategy. This role is responsible for driving investment performance, asset allocation, liquidity management, and long-term capital preservation. The position combines strong financial acumen, strategic foresight, and disciplined execution to optimize returns across asset classes while ensuring prudent risk management and alignment with ownership objectives. The role requires close coordination with investment advisors, financial service partners, and internal stakeholders to ensure that investment strategies align with the Company’s objectives and risk profile.

Key Responsibilities

• Develop and execute investment strategies for the company’s portfolios across

1. Mutual funds and Exchange-traded funds (ETFs)
2. Portfolio Management Services (PMS)
3. Private Equity
4. Real Estate
5. Alternative investments.
6. Equities (cash positions and positions under Margin Trading Facility)

• Maintain ongoing oversight of existing investments, including performance tracking, reporting, and compliance with investment policies, working closely with investment advisors, external consultants, and various Financial Services Groups.
• Investment Analysis: Evaluate and analyse investment opportunities presented by Financial Services Groups, providing recommendations based on alignment with the Company’s investment goals and risk appetite.
• Monitor and evaluate portfolio performance, making tactical and strategic allocation decisions to meet target returns and risk parameters.
• Stay abreast of market, economic, and regulatory developments impacting portfolio performance.
• Market & Policy Monitoring: Stay informed on macroeconomic trends, policy changes from regulators (RBI, SEBI, etc.), and global market developments that may impact Indian investments.
• Reporting: Prepare and present detailed management reports on the investment portfolio’s performance, asset allocation, and risk exposure.
• Risk & Compliance: Ensure adherence to applicable investment guidelines, internal risk controls, and regulatory requirements.
• Establish and maintain robust investment governance, documentation, and performance reporting frameworks.

Qualifications & Skills:

• Bachelor’s or master’s degree in finance, Economics, Business, or a related field.
• Professional designations such as CFA, MBA, or CA preferred.
• 10+ years of experience in portfolio management, wealth management, or investment advisory roles.
• Proven track record of managing investment portfolios and delivering consistent results.
• Strong leadership, analytical, and communication skills.
• In-depth understanding of global markets, investment products, and regulatory environment
• Ability to work collaboratively with diverse stakeholders.

Reporting Manager

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