Investment Manager - Private Family Wealth

💼 𝐖𝐞’𝐫𝐞 𝐇𝐢𝐫𝐢𝐧𝐠: CA (Investment Manager) - Family Office 📍 𝑳𝒐𝒄𝒂𝒕𝒊𝒐𝒏: Kishangarh, Ajmer (Rajasthan) 💼 𝑬𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆: 10 Years in Family Wealth Management 🎓 𝑸𝒖𝒂𝒍𝒊𝒇𝒊𝒄𝒂𝒕𝒊𝒐𝒏: CA qualified mandatory 📩𝗔𝗽𝗽𝗹𝘆 𝗡𝗼𝘄: 📩 Share cv on wa.me/+919982228888 📌 𝐉𝐨𝐛 𝐒𝐮𝐦𝐦𝐚𝐫𝐲 We’re looking for an experienced Investment Manager to manage and grow the Group’s Family Office investments. This role is ideal for professionals who have hands-on experience managing diversified portfolios, working with financial institutions, and driving long-term wealth creation strategies. You will work closely with leadership on portfolio strategy, risk management, and investment decision-making. 🎓 𝑸𝒖𝒂𝒍𝒊𝒇𝒊𝒄𝒂𝒕𝒊𝒐𝒏: * CA – Mandatory * MBA Finance • Preferred 💼 𝑬𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆: * 10+ years in Family Wealth / Investment Management * Experience managing large investment portfolios / family office funds * Strong exposure to multiple asset classes and financial markets 🔧 𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬: Portfolio & Strategy • Manage and oversee the Family Office investment portfolio • Develop and execute long-term investment strategies • Identify new investment opportunities & optimize asset al location • Monitor portfolio performance and drive improvements Asset Class Exposure • Equity Markets • Debt Instruments & Bonds • Mutual Funds • PMS (Portfolio Management Services) • AIF (Alternative Investment Funds) • International Markets & Global Diversification Stakeholder Management • Work closely with Banks & NBFCs • Mutual Fund Houses • SEBI-Registered Advisors • Investment Agencies & Wealth Managers Research & Compliance • Market research, financial analysis & risk assessment • Prepare periodic investment reports • Ensure regulatory & governance compliance 💡 𝐖𝐡𝐚𝐭 𝐖𝐞’𝐫𝐞 𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐅𝐨𝐫 : ✔️ Strong analytical & strategic thinking ✔️ Excellent stakeholder management skills ✔️ Experience in wealth creation & portfolio management ✔️ High integrity, discretion & confidentiality