Principal Officer

Position Name - Principal Officer

Location - Gift City,Gandhinagar

Experience Range - 4+ yrs

Mandatory Requirement:

• Looking for a dynamic and experienced Principal Officer for a Category I AIF based in GIFT City, Gandhinagar.
• The candidate will be responsible for managing regulatory, investment, and portfolio management activities for the outbound fund while ensuring compliance with IFSCA and SEBI regulations.
• Will oversee end-to-end fund operations, portfolio management, investment evaluation, execution, monitoring, reporting, and regulatory compliances.

Job Roles and Responsibilities:

• Manage end-to-end operations and compliance of the Category I AIF in line with IFSCA regulations.
• Oversee portfolio management activities including investment evaluation, execution, monitoring, and reporting.
• Conduct investment research, financial analysis, and due diligence for outbound/global investment opportunities.
• Monitor portfolio performance, risk exposure, liquidity, and asset allocation strategies.
• Coordinate with custodians, fund administrators, auditors, legal advisors, and banking partners.
• Ensure timely regulatory filings, investor reporting, NAV review, and compliance documentation.
• Support fundraising, investor relations, and onboarding of global investors/LPs.
• Prepare investment committee notes, MIS reports, and portfolio updates for management.
• Track global market trends, macroeconomic developments, and sector opportunities.
• Ensure adherence to governance, AML/KYC, FEMA, and cross-border investment regulations.

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Qualification and Experience:

• Minimum 5 years of experience in AIF, PMS, Fund Management, Wealth Management, or Investment Advisory.
• Strong understanding of IFSCA, SEBI AIF Regulations, FEMA, and offshore fund structures.
• Experience in portfolio management and investment monitoring is mandatory.
• Exposure to outbound/global investment transactions will be preferred.
• Strong analytical, financial modelling, and reporting skills.
• Excellent stakeholder management and communication skills.
• CA / CFA / MBA Finance / FRM or equivalent qualification.
• Experience working with Category I or offshore funds will be an added advantage.