Senior Portfolio & Treasury Manager | Family Office - SandMartin Sand Martin Consultants

4.0 - 9.0 years

12 - 18 Lacs

noida, delhi / ncr

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Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives . The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1...

Posted 1 day ago

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Investment-Portfolio & Treasury Manager - Family Office Sand Martin Consultants

1.0 - 6.0 years

4 - 9 Lacs

Noida

Work from Office

Role Summary:- The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange management, derivatives, and liquidity planning. The role demands strong investment acumen, risk management capability, and hands-on experience with market analysis, portfolio performance tracking, and technology-driven financial managementincluding the use of AI-enabled tools for research, automation, and reporting. Key Responsibilities 1. ...

Posted 3 months ago

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