Family Office Manager (Mutual Fund Manager)

0 years

4 - 7 Lacs

Posted:11 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Title

Family Office Manager (Mutual Fund Manager)

Location

PS Arcadia Central, Camac Street, Park Street, Kolkata, West Bengal

(On-site | Easily commutable central business district)

Salary Range

₹35,000 – ₹60,000 per month

Immediate joiners preferred | Maximum notice period: 30 days

Industry

BFSI | Capital Markets | Wealth Management | Mutual Funds

Role Overview

DRA Group is seeking a high-calibre Family Office Manager (Mutual Fund Manager) to lead end-to-end family office operations, with a strong focus on mutual fund portfolio management, performance optimization, market-driven asset allocation, and capital preservation. This role is ideal for professionals who have managed high-stakes portfolios, AUM-driven strategies, and dynamic market cycles.

Key Responsibility Areas

  • End-to-end management of family office investment operations
  • Mutual fund portfolio construction, monitoring, and performance analysis
  • Asset allocation, rebalancing, and risk management across market cycles
  • Strategic response to bullish, bearish, and volatile market conditions
  • Portfolio analytics, forecasting, and market indicator–based recommendations
  • Advisory support to top management on capital deployment and optimization
  • Performance tracking aligned with benchmarks, AUM growth, and risk metrics
  • Coordination with brokers, AMCs, custodians, and financial institutions

Ideal Candidate Profile

  • Experience in mutual fund management, portfolio advisory, or family office operations
  • Prior exposure with firms such as Motilal Oswal, Nippon India Mutual Fund, AMC/brokerage houses, PMS, or wealth firms preferred
  • Strong understanding of capital markets, fund performance metrics, and investment strategy execution
  • Data-driven, market-aware, and investment-outcome focused mindset

Qualification

Graduate/Postgraduate in Finance, MBA (Finance), CFA/CFP (preferred)

Why Join DRA Group

  • Direct ownership of group-level investment portfolio
  • Exposure to strategic capital decision-making
  • High-visibility role with management-level influence
  • Stable, long-term family office structure with growth mandate

Contact- HR Manager

8584874282

Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹60,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Commuter assistance
  • Health insurance
  • Internet reimbursement
  • Leave encashment
  • Life insurance
  • Paid sick time
  • Paid time off
  • Provident Fund

Application Question(s):

  • What is your current in-hand salary?
  • What will be your expected salary?

Work Location: In person

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