1. Conduct financial due diligence, investment analysis, and provide investment recommendations aligned with the family office strategy.
2. Develop and maintain financial models, valuation frameworks, and perform market research to identify investment opportunities.
3. Manage and monitor diversified investment portfolios across equities, fixed income, real estate, and alternative assets.
4. Prepare portfolio performance reports, financial presentations, and strategic recommendations for stakeholders.
5. Analyse family accounts, cash flows, and financial projections to support wealth preservation and growth.
6. Liaise with banks, investment managers, advisors, regulators, and other stakeholders to facilitate investment execution and compliance.
7. Ensure compliance with legal, regulatory, and operational requirements related to assets under management.
8. Support budgeting, financial planning, expenditure monitoring, and continuous process improvement to achieve departmental objectives.
Pay: ₹100,000.00 - ₹125,000.00 per month
Work Location: In person
