Senior Business Manager - Investments

Job Description

Overview: The Sr. Business Manager, Investments will manage a portfolio of a few hundred individual investors with a portfolio of upto Rs. 100 Cr. Investments would include various structures including asset leasing, NCD, CCD etc. The investment manager would be responsible for end to end lifecycle management of investors including, investment documentation, compliance, pitching for fund raising from existing investors etc. Additionally the person would be closely working with the business head in business management of the overall portfolio. This would include team management, analytics of the business operations and performance, project management of investment rounds as well as inter-departmental coordination. This position is ideal for individuals with a background in wealth management or investment banking and offers the opportunity to gain exposure to various aspects of real estate and alternative investments. Key Responsibilities: 1. Investment Management: Be responsibility for entire lifecycle management of all investors in the portfolio including documents and analysis as well as directly interacting with different kinds of investors including HNIs, Institutional investors, Banks / NBFCs etc. 2. Business Management: Team management support, analytics of the business operations & performance, project management of investment rounds and interdepartmental coordination. 3. Documentation & Compliance: Handle the documentation and compliance processes for fund raise via various instruments including asset leasing, debentures, equity, etc. 4. Research & Strategy: Support the team in analytical and strategic insights pertaining to the existing portfolio. Also support the team with research pertaining to future business strategy (AIF, SM REIT etc.) 5. Ad-hoc Support: Provide administrative and operational support to the team on an as-needed basis. Qualifications and Skills: 4-6 years of experience in wealth management, investment banking, corporate finance, or related fields. CA or CFA or MBA in Finance from a reputed institution Strong analytical and research skills Proficiency in MS Excel and PowerPoint Ability to manage documentation and compliance processes effectively. Excellent communication and organizational skills and confidence to speak to various stakeholders including investors