Head - Family Office - Trading Industry

Job Description

Job Title Head Family Office

No of Position 1

Location Based Delhi

Reporting to CEO / MD

Industry Type - Trading (Commodities)

Job Overview The Family Business Associate is responsible for managing and overseeing daily operations, Complete Portfolio Management, contributing to strategic planning, and supporting long-term growth. The role involves working closely with family members, managing relationships, and ensuring the alignment of business goals with family values.

Job Role:

Key Responsibilities:

- Supporting the Chairman in managing a diversified portfolio & Complete Portfolio Management Conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure. Facilitating investment-related communications with top private banks.

- Managed a diversified portfolio of private equity fund investments for the family office across sectors.

- Set up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities.

- Make asset allocation decisions & invest across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers

- Responsible for advising Promoter on overall fund (Public Market) and on assigned sectors BFSI, Consumer and small & mid-caps

- Generate new ideas, evaluate them based on checklist and recommend the same to investment committee

- Meet Sr management to understand business, perform financial due diligence (Detailed Financial Model) and check on the ground business scenario through primary research

- Led negotiations with General Partners in Private Equity funds to optimize returns and align interests.

Financial Oversight: - Monitor budgets, financial performance, and profitability. Collaborate with accountants or finance teams to ensure accurate reporting. Identify cost-saving and efficiency improvement opportunities.

Relationship Management: - Maintain positive relationships with employees, clients, and stakeholders. Resolve conflicts within the family or business amicably. Uphold and promote family values in all business dealing.

Skills / Qualification