Investment & Wealth Manager - Family Office (8-20 yrs)
ABOUT THE COMPANY
We are recruiting for a Family Office that is looking at hiring a senior investment and wealth management professional. The Family Office roughly manages $100 million in investments across the world.
The role is based out of Gurgaon and reports directly to the owner.
OVERVIEW OF THE ROLE
The Investments & Wealth Manager will be the single point of contact for all investment and wealth management related decisions within the Family Office.
The core responsibilities of the Investments & Wealth Manager will include :
- Oversee, manage and grow the investments portfolio of the Family Office keeping in mind the expected returns and risk appetite.
- Source and analyze potential avenues of investment in private and public markets.
- Execute private equity transactions after performing due diligence.
- Assess investment opportunities based on thorough industry and geography analysis.
- Prepare and circulate periodic updates on the performance of the investments under the Family Office.
- Execute all commercial transactions keeping in mind tax, statutory and other legal requirements.
- Be the single point of contact on behalf of the Family office for all internal and external stakeholders - portfolio companies, private bankers, legal & compliance teams and other analysts.
- Prepare and circulate investment notes to the investment committee at the Family Office.
DESIRABLE PROFILE & EXPERIENCE
- Should have had working experience as an investment professional, ideally at a Family Office or in private banking.
- Should be familiar with compliance and taxation, portfolio allocation and management, risk management and company valuation.
- Familiar with Internet/eCommerce, Tech Enabled startups and industry domains.
- Has a strong industry network to identify investment opportunities.
- Has worked across different asset classes.
- Has experience executing deals across different countries.
- Strong problem-solving and analytical skills along with the ability to understand business models in across different sectors.
SELECTION PROCESS
- All applicants are required to fill out this application form (after you click apply, the page will redirect to a company application form). (Please provide complete details)
- Once screened, shortlisted candidates will have a short tele-interview followed by a case interview and 2-3 rounds of face-to-face interviews with the leadership team.
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