Assistant Vice President - Corporate Affairs - Family Office/Investments

Business Analyst / Sr. Manager / AVP - Corporate Affairs

• Location: Bangalore
• Experience: 4 - 5 years
• CTC: 15 - 25 Lakhs per annum
• Function: Family Office / Investments / Corporate Affairs

ROLE OVERVIEW:

A leading Family Office is seeking a high-calibre professional for Sr. Manager / AVP - Corporate Affairs.

The incumbent will work closely with the Principals and senior stakeholders, with responsibilities spanning business analysis, investments, portfolio management, investment research and philanthropy.

This is a high-ownership role requiring strong analytical, financial, research and stakeholder-management capabilities.

KEY RESPONSIBILITIES:

Business Analysis & Investments:

• Analyse existing investee companies and identify opportunities to improve efficiency, productivity and profitability.
• Engage with senior management of investee companies to understand business plans, challenges and growth priorities.
• Develop financial models, business analysis and actionable recommendations.
• Support the investment lifecycle from opportunity identification and evaluation through investment, monitoring and monetisation.
• Identify and evaluate early-stage investment opportunities.
• Build relationships with investor groups and relevant industry networks.

Portfolio Management & Investment Research:

• Research and evaluate investment opportunities, particularly in the listed space.
• Monitor existing portfolios, investment performance, returns and risk/reward.
• Support investment planning and decision-making.
• Coordinate with Wealth Management Companies, internal managers and external advisors.
• Track developments across Equity, Debt, AIFs and other financial products and provide relevant insights to the Principals.

Philanthropy:

• Research and evaluate potential charitable, educational, social and cultural organisations.
• Support grant-making, due diligence and periodic impact reviews.
• Track the impact of philanthropic initiatives and support relevant family initiatives.

CANDIDATE PROFILE:

• 4 - 5 years of relevant experience in Family Office, Investment Banking, Wealth Management, PMS, Business Analysis, Investment Research, Strategy, PE/VC or related fields.
• MBA, preferably Finance, from a reputed management institute; relevant professional qualifications may also be considered.
• Strong financial modelling, analytical and research skills.
• Knowledge of Equity, Debt and AIF products.
• Excellent written, verbal and presentation skills.
• Ability to independently conduct research, analyse complex information and present actionable recommendations.
• Strong stakeholder-management skills and comfort interacting with senior management, promoters, investors and advisors.
• High degree of ownership, discretion, integrity and attention to detail.

DESIRED EXPERIENCE:

Prior experience in a Family Office, Wealth Management, Investment Banking or PMS environment will be an advantage, particularly with exposure to investment research, portfolio monitoring and business analysis.

CAREER OPPORTUNITY:

An opportunity to build a multi-dimensional Family Office career at the intersection of investments, business strategy, portfolio management, value creation and philanthropy, with direct exposure to senior decision-makers.

If interested, please mail your Resume giving in subject: BA along with the name of your organization and current CTC