Investment Officer

Department Icon Accounting & Finance
Posted: 2 days ago
4-8 years
Chennai
Accounting & Finance
work from office
Full Time
Closes 9 Jan 2027

Posted: 2 days ago
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Job Description
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Job Description

Key Responsibilities:

1. Investment Strategy

  • Develop and execute the overall investment strategy across asset classes.
  • Define strategic and tactical asset allocation frameworks.
  • Align investment approach with the familys risk appetite, return expectations, and liquidity needs.

2. Portfolio Management

  • Oversee the end-to-end management of the investment portfolio.
  • Monitor performance, risk exposures, and portfolio diversification.
  • Conduct periodic portfolio reviews and rebalancing.

3. Direct Investments & Deal Evaluation

  • Identify and evaluate direct investment opportunities (Public equity, private equity, venture capital & real estate assets).
  • Lead due diligence, financial analysis, and investment structuring.
  • Execute and monitor co-investments and strategic investments.

4. Fund & Manager Selection

  • Identify and onboard external fund managers, advisors, and investment partners.
  • Conduct ongoing performance evaluation and governance oversight.
  • Maintain relationships with key market participants and intermediaries.

5. Risk Management

  • Establish risk management frameworks across market, credit, and liquidity risks.
  • Implement stress testing and scenario analysis.
  • Ensure alignment with the familys investment policy and risk guidelines.

6. Governance & Reporting

  • Develop and maintain investment policies and frameworks.
  • Provide periodic reporting on portfolio performance and key developments.
  • Ensure transparency, documentation, and adherence to governance standards.

7. Market Research & Insights

  • Track macroeconomic trends, capital markets, and emerging themes.
  • Provide actionable insights and recommendations to the family.
  • Leverage data-driven analysis for investment decision-making.

Key Attributes:

  • Strong investment judgment and track record across asset classes.
  • High integrity, discretion, and fiduciary mindset.
  • Strategic thinking with a long-term orientation.
  • Strong analytical and financial modelling capabilities.
  • Excellent stakeholder management and communication skills.
  • Ability to operate in a confidential, relationship-driven environment.

Skills

OfficeFinancial AdvisoryFamily OfficeInvestmentAdvisoryInvestment AdvisoryFinanceAccountingDiscretion

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