Treasury & Investment Head - Family Office - Manufacturing Firm

Note : We are looking for candidates who have strong experience in managing private wealth/investments of FAMILY OFFICE/OFFICES or HNI or UHNI clients. They must be doing portfolio management, treasury & investment advisory of their clients/promoter.

Position : Treasury & Investment Head (Family Office)

Company : Well established & renowned manufacturing organization

Experience : 10-18 Years

Location : Delhi (Work from Office, Alternate Saturdays working)

Qualification : MBA/PGDM or Diploma in Finance / Financial Instruments from institute of Repute

CTC : 70-1 Cr (Ctc is not a constraint for right candidate)

Joining : As soon as possible

Industry Experience required : Broking firms, Dealers , Kotak, ICICI Securities, Forex Serve, IFA, Almus Risk Consulting, SMC Global.

Candidate must have good stability in career. Frequent job changes will not be entertained

Mandatory Skills :

- Experience in Family Offices, Broking Firms, Trading, Arbitrage, Dealing Desk, Technical Analysis.

- Good in Investment advisory, treasury & portfolio management of UHNI or HNI.

- Experience in Financial instruments , Family fund investment will be added advantage.

- Strong experience in managing private wealth specially UHNI

Key Functional Skills :

- Knowledge of capital markets and various investment instruments

- Expert and understanding of asset strategy

- Market analysis

- Diverse portfolio management

Responsibilities :

1. Developing Strategy for Investment & wealth management depends on long term goals, market conditions and other factors and investment advisory in different trading exchanges (NCEDX, MCX, COMAX, NYMEX, NSE, BSE)

2. Extensive knowledge and uses of trading indicators in pattern and exposure of finding of investment outcome

3. Experience with the Forex/Commodity trading desk & currency at some bank and/or large investment company/hedge fund, or financial institution.

4. Fundamental and technical analysis to achieve the pre-set written target.

5. Designing Hedging strategies

6. Physical market research to boost the price projection for different time horizon

7. Trade a Varity investment vehicle including commodity futures, FOREX, Equities and Options

8. Business line profitability and trend analysis

9. Conducting in-depth research on the Industry by interacting with industry experts, company management and government officials to garner a greater understanding of the sector.

10. The broader purpose is to generate money-making research ideas/products for fund manager clients

11. Interacting with clients such as Professional Investors, Prop Funds and Money Managers to bring in greater mileage and hence drive business through brokerage for the organization

12. Analyze and monitor investees' key performance metric

For further details contact Manisha 9873002499 (don't whatsapp cv)