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08 Sep 2023


AM, 3 to 6 years in Mumbai


5-6 Years

Chartered Accountant, Cash Flow Management, Cash Flow, accounting & taxation, Finance, Mba Finance

Job Description

Position: AM
Qualification: MBA,ICWA,CA
Experience: 3 to 6 
Location: Mumbai

Job description

1. Create various financial and portfolio performance reports using quantitative & qualitative methods to identify, view and review new & existing investments.
2. Overview, Attribute & Analyze the Equity Portfolio periodically with the Promoters & Senior management.
3. Continuously perform collaborative and independent investment research on various instruments (MF, PMS, AIF) within Indian Equities.
4. Handle the day to day operations (or any adhoc work) of the Equity division of the Family Office.
5. Collaborate and work closely with different departments within the family office for taxation, cash flow management, legal & structuring of Investments.
6. Execute Direct Equity trades & other investments seamlessly within the given time frame.
7. Network & Liaison with various advisors, fund managers & analysts.
8. Perform independent investment research. -by analyzing various instruments within equites such as mutual funds, alternative investment funds etc.
9. Network with fund managers and industry professionals-Liaison with various investment managers and maintaining good rapport with them.
10. Keep abreast with financial press and new trends and opportunities as well as a potential risks /be updated with current financial trends.
11. Tracking and updating investment portfolio
12. Suggest recommendations for improvement of investment portfolios
13. Create reports for senior management
14. Equity execution- Executing equity trades with various brokers seamlessly
15. Handling day to day operations for the family office –treasury team
a. Cashflow
b. taxation
c. supervision of documentation closure

Expected from

1. Good and clear with verbal and written communication. Should be able to present documents and presentations to team members and promoters.
2. Proficient with Microsoft Excel and functions such as xirr, sumifs, scenario analysis
3. Efficient in handling day to day operations within

08 September 2023


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