Investment Officer (Family Office)

3 - 8 years

6 - 8 Lacs

pune ahmedabad mumbai (all areas)

Posted:3 weeks ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Coordinate with external asset managers, banks, and financial advisors to optimise investment returns and ensure alignment with the familys objectives.
  • Conduct due diligence on investment opportunities and provide financial analysis and risk assessments.
  • Monitor and manage the family’s investment portfolio, including equities, fixed income, real estate, private equity, and alternative assets.
  • Prepare investment summaries and presentations for family principals and advisors. Maintain detailed investment records and ensure compliance with applicable regulations and family policies.
  • Track and report on portfolio performance, asset allocation, and market trends.
  • Prepare daily, monthly, quarterly, and annual Portfolio reports for family principals.
  • Support internal and external audits and ensure compliance with financial and legal standards

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