Key Responsibility Areas (KRA's)

1. Execution of Assignments

a) Portfolio Tracking & Insights

- Monitor porfolios of Family Offices and UHNIs across asset classes

- Track performance, risk, and allocation vs. benchmarks

- Generate actionable insights and support portfolio decisions

- Use tools including AI led platforms to enable the same efficiently'

b) Invest Across Asset Classes

- Public Markets: Deep-dive for potential and existing investments into listed equities, sectors, and macro trends

- Private Markets: Build & Evaluate financial models for private companies for potential & existing investments (early/growth/pre-IPO opportunities)

- AIFs & Alternatives: Evaluate Domestic and Global funds, and their strategies for potential and existing investments; track ongoing performance

c) Research & Investment Thinking

- Build investment theses backed by rigorous research

- Develop financial models and valuation frameworks

2. Team Management & Support Leadership

- Support senior leadership in investment decisions and client discussions

- Support business development through existing or new clients

- Interact with fund managers, founders, and ecosystem participants

- Quality & Productivity management of team & training of junior team members in relevant fundamentals

3. Branding & Social Media

- Create circulars on Multi- Family Offices & Public Markets

- Create Social Media posts that are relevant for clients including economic developments

- Attend Conferences related to Multi Family Offices

Ideal Candidate Profile:

- 3-6 years of experience in portfolio management/investment research/family office/PE/VC

- Strong understanding of multiple asset classes - public markets, private investments, AIFs, and commodities

- Experience in financial modeling and valuation (public and/or private companies)

- Advanced proficiency in Microsoft Excel (financial modeling, data analysis)

- Strong analytical thinking and attention to detail

- Excellent communication and presentation skills

What working at DPNC Offers:

- DPNC is recognized as a Great Place To Work and regarded as a fast growing organization to build a long term career.

- Strong people centric culture. One of the highest Glassdoor & Ambition Box rankings amongst consulting firms in India.

- Fair Play Transparency; Fastrack career progression via Meritocracy based recognition and growth.

- Superior learning experience related to your chosen field via exposure to wide variety of work for eminent clients from multiple sectors that include MNCs, Corporates, Family Offices, UHNIs.

- Focus on learning & development for growth of an individual that extends beyond technical skills.

- One on One mentoring from division heads.

About Us:

DPNC Advisors, the Associate firm of Dewan P N Chopra & Co., is engaged in Transaction Advisory Services and Multi-Family Office Services, including Assets under Advisory for leading Family Offices with expertise in raising and investing Capital. DPNC offers Transaction advisory services, including Fund Syndication, Mergers & Acquisitions, Investment Advisory, Joint Ventures, and Transaction support services, including Corporate Structuring, Transaction structuring, Business Valuations, Financial Due diligence, etc. DPNC has a strong team of Chartered Accountants, MBAs and CFAs and is further supported by associate firms who are amongst the best in the country as well as overseas. DPNC ranked among the top 10 advisors in fundraising and M&A in 2019, 2020, 2021, 2022 and 2023.

DPNC Advisors offers comprehensive solutions as a Multi Family Office to establish, operate, preserve, and grow leading Family Offices in India. Our services include investment strategy and execution, transaction structuring, tax advisory, compliances & regulations, governance, risk management, estate and wealth planning, succession planning among other specialized services.