Investment-Portfolio & Treasury Manager - Family Office

Role Summary:-

Portfolio-cum-Treasury Manager

AI-enabled tools

Key Responsibilities

1. Investment Strategy & Portfolio Management

• Formulate and execute investment strategies across asset classes including equity, debt, mutual funds, PMSs, AIFs, structured products, and real estate.
• Monitor market trends, economic developments, and geopolitical shifts to identify new investment opportunities and risks.
• Continuously evaluate portfolio performance, rebalance allocations, and provide strategic reallocation advice.
• Analyze underperforming assets and recommend divestment or repositioning strategies.
• Oversee overseas investments including ODIs, ensuring compliance and reporting standards are met.

2. Market Research, Analysis & AI Integration

• Conduct fundamental and technical analysis across global markets, sectors, and instruments.
• Use

  AI-based tools

  (e.g., ChatGPT, CoPilot, Power BI, Trend forecasting platforms) for market research, sentiment analysis, and predictive modeling.
• Automate regular investment research, risk monitoring, and reporting using intelligent dashboards and platforms.

3. Stakeholder & Advisor Engagement

• Interact with wealth advisors, fund managers, and AMCs; review and incorporate investment recommendations.
• Participate in and document monthly performance reviews; prepare actionable follow-ups and insights.
• Develop and manage strong relationships with bankers for working capital, term loans, foreign currency loans, and derivative limits.

4. Real Estate Investment Oversight

• Source, evaluate, and manage real estate investments.
• Conduct due diligence, oversee contracts and negotiations, and monitor asset performance.
• Collaborate with legal, finance, and operations teams to ensure effective property lifecycle management.

5. Treasury & Currency Risk Management

• Manage liquidity and cash flow positions to meet short-term and strategic funding needs.
• Review and advise on currency hedging strategies, including options and futures, in response to market volatility.
• Monitor mark-to-market (MTM) movements and ensure proactive risk mitigation.

6. Financial Operations & Reporting

• Maintain detailed transaction records, dividend and interest income, capital gains, and loss carry forwards.
• Utilize platforms such as

  MoneyControl, MProfit, ValueResearch

  , and advanced Excel for portfolio and MIS tracking.
• Generate daily, fortnightly, and monthly MIS reports on ROI, asset allocation, capital gains, etc., with relevant commentary and strategic recommendations.
• Prepare cash flow statements and assist in budgeting and financial planning for the Family Office.

7. Risk, Audit & Compliance

• Implement risk management strategies including diversification and hedging.
• Ensure compliance with SEBI, RBI, and other regulatory bodies across asset classes and geographies.
• Perform periodic asset audits to verify asset accuracy, compliance, and portfolio integrity.
• Collaborate with legal, compliance, and finance departments to ensure adherence to internal controls and external regulations.

Candidate Profile:-

• 5+ years of experience in investment management, family office operations, or portfolio advisory roles.
• Hands-on experience in managing multi-asset class portfolios and treasury functions.
• Strong financial modeling, portfolio analysis, and forecasting capabilities.
• Proficiency in investment platforms such as

  MProfit, Moneycontrol, ValueResearch

  , and advanced Excel.
• Exposure to

  AI-powered financial tools

  for research automation, dashboarding (e.g., Power BI, Tableau), and productivity enhancement.
• Familiarity with forex hedging, derivative products (F&O), and global investment instruments.
• High level of integrity, ownership, and discretion in handling confidential investment data.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently with minimal supervision while collaborating cross-functionally.
• Attention to detail with a strategic mindset and goal-oriented approach.

Why Join SandMartins Family Office?

technology, innovation, and performance