MUST HAVE : Experience in fund management ( Indian and International) for a mid- to- large size family office.
About the Company
A 75 year old Indian conglomerate with presence in India and abroad managing different business verticals and entities.
Location: Mangalore, India
Reporting To: Group CFO
About the Role
Responsibilities
The Fund Manager will oversee and manage the investment portfolio and financial affairs of the family office. The role involves strategic asset allocation, investment evaluation, risk management, wealth preservation, and coordination with external advisors to achieve long-term financial objectives. The portfolio has Indian and International components.
Investment Management
- Develop and implement investment strategies aligned with family objectives
- Manage diversified portfolios across:
- Equities, Fixed income, Real estate, Private equity, Venture capital, Alternative assets
- Monitor market trends and identify investment opportunities
- Conduct due diligence on investment proposals and fund managers
Portfolio Monitoring
- Track portfolio performance and benchmark returns
- Prepare periodic investment reports and dashboards
- Rebalance portfolios based on market conditions and risk appetite
Risk & Compliance
- Assess financial and operational risks
- Ensure regulatory and tax compliance
- Coordinate with auditors, legal advisors, and tax consultants
Wealth & Estate Planning
- Support succession planning and inter-generational wealth transfer
- Assist in trust structures and estate planning
- Manage liquidity and cash flow requirements
Stakeholder Management
- Present investment recommendations to family principals
- Maintain relationships with banks, private equity firms, and advisors
- Coordinate philanthropic and strategic investment initiatives if required
Preferred Qualifications
- MBA Finance / CA / CFA / CFP with 8–20 years experience in
Wealth management
Investment banking
Private banking
Asset management
Family office operations
Skills Required
- Portfolio construction
- Financial modelling and valuation
- Tax and regulatory understanding
- Confidentiality and discretion
- Strong communication and presentation skills
- Relationship management