Desired Candidate Profile: - Mandatory: Must have worked in a wealth management firm or handled family office investments into listed, unlisted stocks primarily. - Must Preferably a CA/CFA degree to understand ROI on all investments including real estate REITs, insurance and other alternate investments. Keeping in mind the needs of the family office and their risk-reward ratio. - 5-8 years of experience in deal evaluation, diligence as well as execution - From a PE/VC Background or a large group setup that invests in Portfolio companies - Post graduate degree in finance/investments with brilliant academic record - Exceptional presentation skills - Detail Oriented, Technical and Metric-Driven Approach - Strategic Thinker - Should have a good network among intermediaries, Investment Bankers, CA's and experience in identifying deals across various sectors - Possess an entrepreneurial approach to work with enthusiasm in a family office CTC INR 18 to 20 lacs per annum + Performance based incentives/variables Website https://www.arvog.com/ Roles & Responsibilities Primary role is be to manage family office investments through various wealth management firms and PMS. - Analyze potential investments (private as well as public market) covering all aspects of risk and present a bird's eye view to the directors on a pre-decided frequency. - Perform quantitative and qualitative analysis of industry, sector, and the investment opportunity. - Analyze and evaluate potential investment opportunities as well as the overall investment strategy - Create an investment deal flow pipeline - Closely Validate the Investment opportunity while working on the case, structure and terms for potential investments - Execution of new investments, including valuation (DCF, public comps, precedent transaction comps) and analysis (financial and operational), the appraisal and due diligence of investments to be presented to the Investment Committee. - Preparing post-due-diligence notes, negotiating and executing the transaction, coordinating with various internal and external stakeholders involved in deals (Commercial and Investment Banks, legal, compliance etc.) - Continuous monitoring of holdings to ensure company profiles and returns remains consistent with expectations. - Planning and strategizing the exit, bolt-on acquisitions that enhance investment value. - Regular updates on investment strategy, macro factors, trends, public market securities pricing, portfolio positioning, and market dynamics. - Interact with internal stakeholders and external industry experts to build an investment thesis

Mumbai

Arvog - Head - Family Office Investments 

Arvog - Head - Family Office Investments  ,Job Description for Arvog - Head - Family Office Investments  in Arvog & Augmont Group in  Mumbai for (6-15) years of experience. Apply Now!

Job Description for Arvog - Head - Family Office Investments  in Arvog & Augmont Group in  Mumbai for (6-15) years of experience. Apply Now!