Head - Investments - Family Office

Single Family Office Manager- Head Investment

1. Monitor and collect market key data points and discuss the same with the family plus advisors to guide investment strategy

2. Regularly monitor financial portfolio performance including public equity, private equity, debt (long and short term), liquid monies. Prepare investment performance report across fund managers/products to draw peer comparisons and benchmarking reports.

3. Should have an ability to identify individual stock level issues/opportunities across PMS, mutual fund, AIF etc. and the functioning of the fund manager, to evaluate and comment.

4. Regularly follow up with advisors/fund managers and organize meetings on periodical basis OR as need arises.

5. Conduct monthly in-depth overall portfolio review along with preparing minutes of the meeting.

6. Analyze/Evaluate publicly listed companies to look for new stock opportunities

7. Evaluation/Screening of new funds across all asset classes mentioned above.