Investment Portfolio Manager

As the Investment Portfolio Manager, you will be responsible for managing the MD's investment portfolio from end to end, which includes equity, mutual funds, private equity, real estate, and other financial instruments. Your role will involve strategic investment management, deep analytics, compliance, and reporting to ensure the MD's investments are optimized for growth, diversification, and long-term security. Your key responsibilities will include: Portfolio Management: - Monitoring, evaluating, and optimizing the performance of a diversified investment portfolio. - Executing buy/sell decisions in alignment with the MD's risk appetite and strategic objectives. - Maintaining detailed records of asset allocations, NAV, dividends, and capital gains. Financial Planning & Analysis: - Preparing regular reports on portfolio performance, market trends, and emerging investment opportunities. - Developing custom financial models and dashboards for real-time tracking and scenario analysis. Research & Due Diligence: - Conducting market, sectoral, and company-specific research for potential investment opportunities. - Evaluating private investments, startups, and alternate asset classes for diversification. Compliance & Risk Management: - Ensuring all investments comply with legal, tax, and regulatory requirements. - Monitoring and managing portfolio risk across asset classes and geographies. Relationship Management: - Liaising with banks, wealth managers, fund houses, brokers, and legal/tax advisors. - Negotiating terms and managing documentation for investment and divestment transactions. Strategic Advisory: - Providing strategic inputs to the MD on new investment vehicles, exit strategies, and macroeconomic shifts. - Supporting estate planning, succession planning, and philanthropic investment structures if needed. Preferred Qualifications & Experience: - MBA (Finance)/CA/CFA (preferred) with 5-8 years of experience in managing high-value investment portfolios. - Prior experience working with UHNWIs, family offices, or corporate promoters. - Sound knowledge of taxation, legal structuring, and estate planning. - Strong understanding of capital markets and financial instruments. - Analytical thinking and financial modeling skills. - High attention to detail and confidentiality. - Excellent communication and reporting skills. - Ability to multitask across investment categories and stakeholders. - Proficiency in portfolio management tools, MS Excel, and Bloomberg/Reuters (preferred).,