Senior Manager/AGM - Investments - Family Office - Indian Conglomerate

Senior Manager/AGM - Investments - Family Office - Indian Conglomerate

This is an all-encompassing role where the candidate will be working on all aspects related to the Promoter group, but particularly in areas of Portfolio Investments, ODI Investments, MIS Reporting, Regulatory Compliances, etc.

Investments:

- Manage the Investment Portfolio of the Family Group

- Engage with bankers, consultants, advisors etc on an ongoing basis to monitor market opportunities and generate new ideas

- Analysis and summarization of financial reports, preparing MIS & updating the Investment Memorandum from time to time

- Arranging requisite documents related to tax returns and provide tax planning advice

- Manage investments in India and offshore, including planning, vetting legal documentation, fund selection, and pricing negotiation.

- Continuously develop a deep understanding of macro-level sectoral trends

- Unique opportunity to work closely with the next generation and interacting with a diverse set of groups from promoters of large global firms, CXOs of MNC, top fund mangers in both public and private markets and many global unicorn founders.

- Manage and oversee all aspects of operational business conducted by the promoter.

- Manage and oversee all aspects of operational business conducted by the promoter

ODI Businesses:

- Manage and oversee all aspects of operational business conducted by the promoter.

- Explore new business opportunities overseas

- Review business plans, success analysis, conduct due diligence, and analyze exit strategies

- Liaise with the external managers, stakeholders, consultants connected with the business, on an ongoing basis

Reporting :

- Prepare MIS, Notes, presentations, SOPs, Contracts, MOMs etc

- Deal with lawyers, bankers, consultants and advisors to devise solutions for the approval of the promoter.

Regulatory Compliance :

- Ensure 100% Compliance with all Regulatory compliances in India and Overseas

- Regularly plan for contingencies and spot potential issues. Raise these to the promoter. Provide suggestions with care and due diligence with the objective of indemnifying the promoter from any harm in the future.