KC Overseas Education - Investment Manager

Investment Manager

Description:

Looking for a Workplace That Inspires You? Welcome to KC Overseas!

At KC Overseas Education, we dont just provide jobswe create opportunities for innovation, growth, and impact. As a thriving Multinational EdTech company with 11 global locations, we have a strong foothold across South Asia, South-East Asia, and Africa, and were rapidly expanding worldwide. With our team of inspired 750+ professionals, we are revolutionizing access to overseas education through cutting-edge technology and unwavering expertise with our industry-leading platforms coursefinder.ai and elanloans.com.

Our mission is to empower students worldwide with seamless access to top universities, bridging the gap between aspiration and reality. If youre passionate about making a difference in the global education space, this is where you belong!

At KC Overseas Education, we believe work should be more than just a jobit should be an experience that challenges, excites, and rewards you. Were growing fast, and we want you to grow with us. Through our ever-expanding global reach, we are shaping the future of overseas educationand you can be a part of it.

Why work with us?

- Work-Life Balance We value productivity and well-being equally.

- Global Exposure International travel and exposure to diverse markets

- Unmatched Growth Thrive in a rapidly expanding industry to reach your potential

- Recognition & Rewards A culture that values and rewards hard work

- Continuous Learning Upskilling and development opportunities at every step

- Supportive Culture Work in an encouraging, trust-driven environment

- Stability & Security A long-term career with a leading industry player

- Competitive Compensation Because great work deserves great rewards

Join us and experience a workplace where talent is valued, ideas are celebrated, and careers flourish. Be a part of KC Overseasapply now!

Job Overview:

The Investment Manager will be responsible for the "Zero-to-One" journey of the Family Office. This includes designing the Investment Policy Statement (IPS), setting up the legal and tax structure, and managing the multi-asset portfolio to achieve capital preservation, inflation-beating growth, and legacy planning.

Key Responsibilities:

A. Strategic Setup & Governance

- Infrastructure Building: Formalize the Family Office structure in coordination with tax and legal consultants.

- Investment Policy Statement (IPS): Draft the mandate covering risk tolerance, liquidity requirements, and return hurdles.

- Reporting Systems: Implement wealth tracking technology to provide real-time dashboards to the Principal.

B. Portfolio Management & Asset Allocation

- Tactical Asset Allocation: Manage a diversified portfolio across Listed Equities (India and Global), Fixed Income (Debt/MFs) and Gold.

- Alternative Investments: Evaluate and monitor Private Equity (PE) and Venture Capital (VC) funds.

C. Risk Management & Compliance

- Monitor portfolio volatility and ensure downside protection.

- Manage the "Consolidated Account Statement" across all family members and entities.

D. Relationship Management

- Act as the primary point of contact for external Wealth Managers (Kotak, 360 ONE, etc.), ensuring the family is getting the best advice.

Education & Pedigree:

- Primary: CA (Chartered Accountant) or MBA from a Tier-1 institute (IIM, ISB).

- Preferred: CFA (Chartered Financial Analyst) charter holder.

Experience:

- Tenure: ~10 to 12 years in Indian Wealth Management or an existing Single Family Office.

- Relevant Stints: Prior experience at 360 ONE (IIFL), Kotak Wealth, Avendus, or Sanctum is a massive plus as these firms train professionals in "Open Architecture" (selling products from different houses).

- AUM Handling: Proven track record of managing high ticket portfolio. The candidate should understand the nuances of managing high-liquidity vs. illiquid assets.

Technical Skills:

- Ability to read Annual Accounts including P&L statements, Balance Sheets.

- Proficiency in financial modeling.