Financial analyst

Financial analyst

APAC Michael Page

APAC Michael Page

Maharashtra, Mumbai City

Experience :

Manager

Closes on :

Jul 3, 2024

Job Description

Job Description

Job Title: Investment Portfolio Manager

Job Description:

This position entails managing a diverse investment portfolio, which includes evaluating investment opportunities, maintaining agreements, managing listed equities, and developing exit strategies. The role demands effective collaboration with both internal and external stakeholders.

Responsibilities:

- Evaluate investment opportunities in line with the group's strategic initiatives.

- Work closely with the Managing Director of the Group to pitch and brainstorm investment ideas.

- Track allocations, market valuations, and fund/asset performance, flag under-performance, and recommend exits or switches.

- Periodically review investment agreements, fees, and commercial terms.

- Conduct review meetings with fund managers and invested company executives.

- Interact with wealth advisors, private banks, and intermediaries for idea screening and investment decisions.

- Incorporate tax and regulatory concerns into investment analysis.

- Develop financial models and investment theses.

- Execute trades and investments efficiently through back-office and brokers.

Requirements:

- The candidate should be a Chartered Accountant (CA) or hold an MBA in Finance.

- Over 4 years of relevant work experience.

- Relevant work experience can include working on the buy-side with tier 1/2 Private Equity (PE) / Venture Capital (VC), Family Offices, and Portfolio Management Services (PMS).

Benefits:

- Opportunity to be part of a well-established Group with over 30 years of legacy.

- Work closely with the Managing Director of the Group.

- Actively evaluate investment opportunities across a variety of asset classes.

To apply online, please click the 'Apply' button below. For a confidential discussion about this role, please contact Nitin Teckchandani at +91 22 4236 3360.

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