Investment Manager - Family Office

Mumbai Permanent
  • To be part of a well-established Group with Legacy
  • Actively evaluate investment opportunities across a variety of asset classes

About Our Client

The Group comes with over 30 years of legacy in building global brands and businesses leveraging strong skills in strategy and organizational development.

The Group has a wide variety of investments across asset classes and businesses including consumer, tech, listed equities, among others.

Job Description

    • Evaluate investment opportunities in line with the group's strategic initiatives
    • Work closely with the MD of the Group to be pitching and brain storming investment ideas
    • Track allocations, market valuations, and fund/asset performance, flagging under-performance and recommending exits or switches. Periodically review investment agreements, fees, and commercial terms.
    • Conduct review meetings with fund managers and invested company executives, and interact with wealth advisors, private banks, and intermediaries for idea screening and investment decisions.
    • Incorporate tax and regulatory concerns into investment analysis, develop financial models and investment theses, and execute trades and investments efficiently through back-office and brokers.

The Successful Applicant

- Candidate should be either a CA or an MBA (finance) with over 4 years of relevant work experience

- Relevant work experience can be in the form of working on the buy-side with tier 1/2 PE / VC's, Family Offices, PMS's

What's on Offer

- To be part of a well-established Group with Legacy

- Work closely with the MD of the Group

- Actively evaluate investment opportunities across a variety of asset classes

Quote job ref
JN-062024-6446162

Job summary

Function
Finance & Accounting
Sub Sector
Corporate Finance
What is your area of specialisation?
Industrial / Manufacturing
Location
Mumbai
Job Type
Permanent
Job Reference
JN-062024-6446162

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.