Invetsment Officer

Designation:

Department:

Location:

Reporting To:

Role

The Investment Officer will play a central role in managing, monitoring, and growing the family’s wealth through a diversified investment portfolio. The role requires strong financial acumen, risk management expertise, and the ability to analyze multi-asset investments while ensuring alignment with the family’s long-term objectives.

discretion, professionalism, and stakeholder coordination

Key Responsibilities

Portfolio Mangaement

• Manage and oversee investments across equities, fixed income, real estate, private equity, and alternative assets.
• Continuously monitor portfolio performance and ensure asset allocation aligns with strategic goals.
• Adjust and rebalance investments as per market dynamics and risk-return expectations.

Investment Analysis

• Conduct due diligence and risk assessments on new investment opportunities.
• Prepare financial analysis, forecasts, and valuation models.
• Provide investment recommendations with supporting analysis for decision-makers.

Reporting and Documentation

• Prepare daily, monthly, quarterly, and annual portfolio reports.
• Draft investment summaries, presentations, and performance updates.
• Maintain structured records of all investment activities.

Compliance and Audit

• Ensure compliance with financial, taxation, and legal regulations.
• Align with family governance structures and investment policies.
• Support audits with accurate investment data.
• Liaise with statutory bodies, auditors, legal advisors, and trusteeship firms.

Coordination and Stake Management

• Collaborate with external asset managers, banks, and wealth management firms.
• Act as a bridge between family members and professional advisors.
• Coordinate with internal accounts, MIS, and finance teams (India & overseas).

Key Interactions -

Internal:

• Head of Departments (HODs)
• Family Office Accounts & MIS Team (India & overseas)
• Family Members

External:

• Investment Advisors & Portfolio Managers
• Wealth Management Firms
• Legal, Taxation & Audit Agencies
• Statutory Bodies & Trusteeship Firms
• Business Associates

Qualification -

• Education:

  Bachelor’s degree in Accounting, Finance, or related field

• Certifications:

  CPA, ACCA, or CFA preferred; NISM certification is an added advantage

• Experience:

  5–7 years in Family Office or Private Wealth Management

• Technical Expertise:

• Multi-asset investing, risk management, and financial reporting

• Advanced Excel & investment tracking software (e.g., MProfit)
  

Skils

Technical Skills:

• Investment analysis, valuation & portfolio management
• Knowledge of private investments, alternative assets, estate & trust accounting
• Advanced financial modeling and reporting

Behavioural Competencies:

• Integrity, ethics, and confidentiality
• Attention to detail & accuracy
• Strategic mindset with adaptability in promoter-driven organizations
• Strong communication, interpersonal, and coordination skills
• Change management ability in evolving financial landscapes