Investment Officer

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Job Overview: The Investment Officer will be responsible for the "Zero-to-One" journey of the Family Office. This includes designing the Investment Policy Statement (IPS), setting up the legal and tax structure, and managing the multi-asset portfolio to achieve capital preservation, inflation-beating growth, and legacy planning.

Key Responsibilities:

A. Strategic Setup & Governance

• Infrastructure Building: Formalize the Family Office structure in coordination with tax and legal consultants.

• Investment Policy Statement (IPS): Draft the mandate covering risk tolerance, liquidity requirements, and return hurdles.

• Reporting Systems: Implement wealth tracking technology to provide real-time dashboards to the Principal.

B. Portfolio Management & Asset Allocation

• Tactical Asset Allocation: Manage a diversified portfolio across Listed Equities (India and Global), Fixed Income (Debt/MFs) and Gold.

• Alternative Investments: Evaluate and monitor Private Equity (PE) and Venture Capital (VC) funds.

C. Risk Management & Compliance

• Monitor portfolio volatility and ensure downside protection.

• Manage the "Consolidated Account Statement" across all family members and entities.

D. Relationship Management

• Act as the primary point of contact for external Wealth Managers (Kotak, 360 ONE, etc.), ensuring the family is getting the best advice.

Education & Pedigree:

• Primary: CA (Chartered Accountant) or MBA from a Tier-1 institute (IIM, ISB).

• Preferred: CFA (Chartered Financial Analyst) charter holder.

• Background: An Engineer + MBA profile is highly valued for their analytical approach to risk and data.

Experience:

• Tenure: ~10–12 years in Indian Wealth Management or an existing Single Family Office.

• Relevant Stints: Prior experience at 360 ONE (IIFL), Kotak Wealth, Avendus, or Sanctum is a massive plus as these firms train professionals in "Open Architecture" (selling products from different houses).

• AUM Handling: Proven track record of managing high ticket portfolio. The candidate should understand the nuances of managing high-liquidity vs. illiquid assets.

Technical Skills:

• Ability to read Annual Accounts including P&L statements, Balance Sheets.

• Proficiency in financial modeling.