SandMartin - Portfolio & Treasury Manager - Family Office

Role Summary - Portfolio & Treasury Manager (Promoter Family Office)

Investment & Portfolio Management

- Develop and execute multi-asset strategies across equities, debt, PMSs, AIFs, structured products, real estate, and overseas investments.

- Monitor market, economic, and geopolitical trends; rebalance portfolios to optimise returns and manage risk.

Treasury & Risk Management

- Oversee liquidity, cash flow, and currency risk through hedging and derivative strategies.

- Ensure compliance with SEBI, RBI, and global investment regulations.

Technology & Analytics

- Leverage AI-driven tools for research, predictive analytics, and automated reporting.

- Proficient in platforms like MProfit, Moneycontrol, ValueResearch, Power BI, and advanced Excel.

Stakeholder Engagement

- Collaborate with fund managers, advisors, and bankers to identify opportunities and negotiate terms.

- Present insightful MIS and recommendations for promoter-level decision-making.

Candidate Profile

- 5+ years in multi-asset portfolio and treasury management.

- Strong analytical, financial modelling, and compliance skills with high integrity and discretion.