Key Responsibilities: Investment & Portfolio Management - Oversee and manage a family office portfolio worth - 400-1000+ crores, ensuring optimal asset allocation across multiple investment classes. - Develop and implement investment strategies tailored to the family's financial goals, risk appetite, and market conditions. - Conduct detailed analysis and performance evaluation of the existing portfolio, ensuring real-time risk mitigation and rebalancing. - Provide comprehensive investment reports, MIS, and financial dashboards for informed decision-making. Asset Classes & Deal Sourcing - Identify, evaluate, and execute investment opportunities in equities, fixed income, private equity, venture capital, real estate, alternative assets, and structured products. - Source and structure large investment deals in private markets, leveraging deep industry networks. - Conduct thorough due diligence, including financial modeling, risk assessment, and market research. - Stay ahead of emerging investment trends and bring a multi-investment perception to portfolio diversification. Relationship Management & Industry Networks - Build and maintain strong relationships with private banks, investment firms, fund managers, and industry leaders for exclusive investment opportunities. - Act as a trusted advisor to the family office, providing insights on macroeconomic trends, regulatory changes, and investment risks. - Negotiate and structure high-value deals, ensuring favorable terms and high ROI. Research & Strategic Planning - Lead research initiatives to identify high-growth investment avenues. - Ensure compliance with regulatory, tax, and legal frameworks while structuring investments. - Stay updated on global and domestic financial markets and provide data-driven recommendations. Key Requirements: Education - Bachelor's degree in Finance, Economics, Statistics, or related fields. - If from a technology background, Master's in Finance is mandatory. - CFA/CAIA/FRM certifications are a plus. Work Experience - 4-5 years of experience in managing UHNI/HNI portfolios or family office investments. - Must have managed portfolios worth a minimum of - 400-500 crores, with a preference for those handling - 1000+ crores. - Experience in private banking, wealth management, or a top-tier family office is highly preferred. Skills & Expertise - Strong understanding of asset classes: equities, bonds, private equity, real estate, alternative investments, and structured finance. - Proven track record in large deal-making, fundraising, and investment structuring. - Excellent financial modeling, due diligence, and research capabilities. - Expertise in portfolio consolidation, performance tracking, and MIS reporting. - Strong business acumen, analytical mindset, and ability to identify high-return investments. - Exceptional negotiation skills and a well-established network in the investment industry. Preferred Background: - Prior experience in top-tier private banks, wealth management firms, or family offices. - Exposure to multi-asset investment strategies and private market deal execution. - Strong understanding of risk management, financial structuring, and regulatory compliance. Compensation & Benefits: - Competitive base salary + performance-based incentives. - Exposure to exclusive investment opportunities and high-value deals. - Opportunity to work directly with prominent HNIs/UHNIs and industry leaders. - Professional growth in an elite family office investment ecosystem.

Delhi

Senior Investment Manager - Family Office 

Job Description for Senior Investment Manager - Family Office  in Ladderofchanges in  Delhi for (4-7) years of experience. Apply Now!