3 - 8 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for overseeing the financial and investment activities of our family office fund as a highly skilled "Sr. Associate Manager". Your duties will include portfolio management, compliance, equity research, banking and financial operations, and overall management of family office affairs. You will be expected to oversee and manage the family office's investment portfolio, ensuring alignment with financial goals and risk appetite. This will involve monitoring asset allocation, making strategic recommendations for optimization, and ensuring adherence to all legal and regulatory requirements related to family office investments and financial activities. Additionally, you will conduct in-depth equity research and financial analysis to identify potential investment opportunities. Handling banking relationships, ensuring efficient management of banking operations, overseeing fund transfers, financial transactions, and risk assessments, managing cash flow, budgeting, and financial planning for the family office, and coordinating financial affairs such as estate planning, tax structuring, and wealth management will also be part of your responsibilities. You will work closely with brokers, legal, tax, and financial advisors to optimize financial planning and prepare reports and presentations for the family regarding investment performance and financial planning. To qualify for this position, you must possess a Master's degree, MBA (Finance), CFA, CA, or equivalent financial qualification. We are specifically looking for female candidates with a minimum of 3-8 years of experience in Fund Management, with deep knowledge of research analysis. You should have an excellent understanding of investment management regulations, strong communication and leadership skills to interact with senior management and regulatory bodies, a solid understanding of equity markets and investment products, and proficiency in financial modeling, valuation techniques, and technical analysis. This is a full-time, permanent position with a day shift schedule and the work location will be in person.,

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