Treasury Manager

Job Role : Treasury Manager

Work Location : Chennai / Pondicherry

Role & responsibilities

The Treasury Manager will oversee the end-to-end treasury and investment operations of a large-cap portfolio within a private family office.

This includes managing liquidity, optimizing asset allocation, ensuring regulatory compliance, and preserving intergenerational wealth through disciplined financial strategies.

1. Portfolio Oversight:

   Manage and monitor a diversified portfolio of large-cap equities, fixed income, and alternative investments in line with the family's financial goals and risk appetite.

2. Cash & Liquidity Management

   : Ensure sufficient liquidity for operational needs, capital calls, and lifestyle requirements while maximizing returns on idle funds.

3. Investment Strategy Support:

   Collaborate with external advisors and internal stakeholders to evaluate new investment opportunities and rebalance the portfolio as needed.

4. Reporting & Analysis:

   Deliver consolidated performance reports, scenario analyses, and investment dashboards for family stakeholders.

5. Banking & Custodian Relations:

   Maintain strong relationships with banks, Fund houses and investment platforms to ensure efficient execution and safekeeping of assets.

6. Governance & Compliance

   : Uphold investment policy statements, ensure regulatory compliance, and support estate and succession planning efforts.

7. Confidentiality & Discretion:

   Handle all financial matters with the utmost confidentiality and professionalism.

Required Candidate :

• Graduate/Postgraduate in Finance, Accounting, or related field. CFA/CA/MBA (Finance) preferred.
• Experience in portfolio management, investment analysis, or treasury operations, preferably in a family office, wealth management firm, or investment advisory setup.
• Strong knowledge of capital markets, asset classes (equities, fixed income, alternatives)
• Familiarity with treasury systems, banking platforms, and investment tools
• Ability to work independently and as a trusted financial advisor
• Ability to implement process automation and improve operational efficiency

Interested candidates can share their profiles to : deepanchakravarthi.elumalai@integra.co.in