Wealth Manager

Job Description

Brief about the role: Portfolio reporting and advisory for Family Wealth of the Promoter Group. Thorough understanding of different Financial Asset classes including Listed Equity, Debt, Private Equity, Commodities and product structures including ( PMS, MFs, AIFs) . Managing Advisor relationship with existing advisors to the family office for seamless monthly reporting and transactional deal flow. Acute focus on asset allocation by monitoring the portfolio actively to guide deployment of active liquid reserves. Analysing and sharing transactional recommendations with the Family Office head for driving portfolio outperformance by performing strong internal due diligence. Actively monitoring fund raise, deal flow in private markets to identify opportunities for participation. What we Expect : 4-5+ Years of Portfolio reporting, Wealth Management, Investing Experience at Independent Family Office, Wealth Management Industry ( 360 One, Nuvama, Waterfield Advisors, Anand Rath, etc.) with Strong educational background in Finance ( MBA/ CFA/ CA ) Must have skills: Investing experience/ Portfolio reporting experience on 100 cr + Independent Client Portfolios with understanding of product structures including ( PMS, AIF, MFs ) on listed as well as unlisted side.