Principal Officer

Description:

Position Name - Principal Officer

Location - Gift City,Gandhinagar

Experience Range - 4+ yrs

Mandatory Requirement:

Looking for a dynamic and experienced Principal Officer for a Category I AIF based in GIFT City, Gandhinagar.

The candidate will be responsible for managing regulatory, investment, and portfolio management activities for the outbound fund while ensuring compliance with IFSCA and SEBI regulations.

Will oversee end-to-end fund operations, portfolio management, investment evaluation, execution, monitoring, reporting, and regulatory compliances.

About the client:

Company is venture capital platform managing multi-million-dollar investments across early-stage SaaS and AI-driven startups in the IndiaUS corridor.

Job Roles and Responsibilities:

- Manage end-to-end operations and compliance of the Category I AIF in line with IFSCA regulations.

- Oversee portfolio management activities including investment evaluation, execution, monitoring, and reporting.

- Conduct investment research, financial analysis, and due diligence for outbound/global investment opportunities.

- Monitor portfolio performance, risk exposure, liquidity, and asset allocation strategies.

- Coordinate with custodians, fund administrators, auditors, legal advisors, and banking partners.

- Ensure timely regulatory filings, investor reporting, NAV review, and compliance documentation.

- Support fundraising, investor relations, and onboarding of global investors/LPs.

- Prepare investment committee notes, MIS reports, and portfolio updates for management.

- Track global market trends, macroeconomic developments, and sector opportunities.

- Ensure adherence to governance, AML/KYC, FEMA, and cross-border investment regulations.

Qualification and Experience:

- Minimum 5 years of experience in AIF, PMS, Fund Management, Wealth Management, or Investment Advisory.

- Strong understanding of IFSCA, SEBI AIF Regulations, FEMA, and offshore fund structures.

- Experience in portfolio management and investment monitoring is mandatory.

- Exposure to outbound/global investment transactions will be preferred.

- Strong analytical, financial modelling, and reporting skills.

- Excellent stakeholder management and communication skills.

- CA / CFA / MBA Finance / FRM or equivalent qualification.

- Experience working with Category I or offshore funds will be an added advantage.