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4 - 9 years

8 - 16 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

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Job Description

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

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