Website:
Job details:
๐ผ ๐๐โ๐ซ๐ ๐๐ข๐ซ๐ข๐ง๐ : CA (Investment Manager) - Family Office
๐ ๐ณ๐๐๐๐๐๐๐: Kishangarh, Ajmer (Rajasthan)
๐ผ ๐ฌ๐๐๐๐๐๐๐๐๐: 10 Years in Family Wealth Management
๐ ๐ธ๐๐๐๐๐๐๐๐๐๐๐๐: CA qualified mandatory
๐ฉ๐๐ฝ๐ฝ๐น๐ ๐ก๐ผ๐: ๐ฉ
Share cv on wa.me/+919982228888
๐ ๐๐จ๐ ๐๐ฎ๐ฆ๐ฆ๐๐ซ๐ฒ
Weโre looking for an experienced Investment Manager to manage and grow the Groupโs Family Office investments.
This role is ideal for professionals who have hands-on experience managing diversified portfolios, working with financial institutions, and driving long-term wealth creation strategies.
You will work closely with leadership on portfolio strategy, risk management, and investment decision-making.
๐ ๐ธ๐๐๐๐๐๐๐๐๐๐๐๐:
* CA โ Mandatory
* MBA Finance โ Preferred
๐ผ ๐ฌ๐๐๐๐๐๐๐๐๐:
* 10+ years in Family Wealth / Investment Management
* Experience managing large investment portfolios / family office funds
* Strong exposure to multiple asset classes and financial markets
๐ง ๐๐๐ฒ ๐๐๐ฌ๐ฉ๐จ๐ง๐ฌ๐ข๐๐ข๐ฅ๐ข๐ญ๐ข๐๐ฌ:
Portfolio & Strategy
โข Manage and oversee the Family Office investment portfolio
โข Develop and execute long-term investment strategies
โข Identify new investment opportunities & optimize asset allocation
โข Monitor portfolio performance and drive improvements
Asset Class Exposure
โข Equity Markets
โข Debt Instruments & Bonds
โข Mutual Funds
โข PMS (Portfolio Management Services)
โข AIF (Alternative Investment Funds)
โข International Markets & Global Diversification
Stakeholder Management
โข Work closely with Banks & NBFCs
โข Mutual Fund Houses
โข SEBI-Registered Advisors
โข Investment Agencies & Wealth Managers
Research & Compliance
โข Market research, financial analysis & risk assessment
โข Prepare periodic investment reports
โข Ensure regulatory & governance compliance
๐ก ๐๐ก๐๐ญ ๐๐โ๐ซ๐ ๐๐จ๐จ๐ค๐ข๐ง๐ ๐
๐จ๐ซ :
โ๏ธ Strong analytical & strategic thinking
โ๏ธ Excellent stakeholder management skills
โ๏ธ Experience in wealth creation & portfolio management
โ๏ธ High integrity, discretion & confidentiality
Click on Apply to know more.