Wealth Management Associate

Role & responsibilities

Key Responsibilities

1. Fund & Treasury Management

• Manage daily fund operations including inflows, outflows, liquidity planning, and cash flow forecasting.
• Optimize utilization of funds through short-term and long-term investment options.
• Ensure compliance with internal controls, treasury policies, and statutory guidelines.
• Monitor working capital requirements including Term Loans, Cash Credit (CC), OD limits, and other banking facilities.

2. Investment & Family Office Management

• Set up and manage the

  Family Office

  structure including governance, reporting, and investment strategy.
• Develop and implement investment plans across asset classes such as listed equity, unlisted equity, mutual funds, PMS, private equity, venture capital, and bonds.
• Review, analyze, and assess

  Angel Investment

  proposals and provide recommendations.
• Maintain strong oversight of portfolio performance, market trends, and risk exposure.

3. Investment Monitoring & Evaluation

• Conduct due diligence for investment proposals including valuation, promoter background checks, and business model evaluation.
• Prepare detailed investment memos and present key findings to management.
• Track and monitor existing investments regularly; analyze ROI, risk metrics, and exit opportunities.

4. Capital Market Expertise

• Maintain up-to-date knowledge of capital market developments, regulatory changes, and investment opportunities.
• Build and manage relationships with brokers, fund managers, banks, financial institutions, and market intermediaries.
• Leverage industry networks to access quality deals and investment insights.

5. Banking & Project Financing

• Liaise with banks for project financing, term loans, working capital arrangements, LC/BG, and treasury products.
• Support negotiations on banking charges, interest rates, and credit terms.
• Ensure timely renewal and documentation of banking facilities.

Key Skills & Competencies

• Strong understanding of

  capital markets

  and investment instruments.
• Experience in

  family office setup

  , wealth management, and multi-asset investment portfolios.
• Excellent analytical skills for investment evaluation and financial modeling.
• Strong

  networking

  across financial institutions, brokers, and capital market circles.
• Exceptional

  communication and presentation skills

  .
• High integrity, confidentiality, and strategic thinking.
• Proficient in financial reporting, MIS preparation, and investment monitoring tools.

Educational Qualification & Experience

• MBA (Finance) / CA / CFA or equivalent qualification preferred.
• 8 - 10 years of experience in treasury management, investment analysis, or family office operations.
• Proven exposure to capital markets, private equity, venture capital, and banking relations.