Maharashtra, Mumbai City
Experience :
Manager
Closes on :
Jul 3, 2024
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.