GM – Family Office
Somani Group • Delhi
Key Responsibilities Supporting the Chairman in managing a diversified portfolio & Complete Portfolio Management Conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure. Facilitating investment-related communications with top private banks. Managed a diversified portfolio of private equity fund investments for the family office across sectors. Set up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities. Make asset allocation decisions & invest across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers Responsible for advising Promoter on overall fund (Public Market) and on assigned sectors – BFSI, Consumer and small & mid-caps Generate new ideas, evaluate them based on checklist and recommend the same to investment committee Meet Sr management to understand business, perform financial due diligence (Detailed Financial Model) and check on the ground business scenario through primary research Led negotiations with General Partners in Private Equity funds to optimize returns and align interests. Financial Oversight: -Monitor budgets, financial performance, and profitability. Collaborate with accountants or finance teams to ensure accurate reporting. Identify cost-saving and efficiency improvement opportunities. Relationship Management: -Maintain positive relationships with employees, clients, and stakeholders. Resolve conflicts within the family or business amicably. Uphold and promote family values in all business dealings Requirements Minimum 12+ years of experience in Finance, Equity Market, specializing in investment management and financial analysis across various markets in India and the overseas. MBA in Finance, CA or CFA or similar certifications preferred. Strong understanding of financial modelling, valuation techniques, and market analysis. Experience interacting with senior management, clients, and institutional investors. Must have experience in Family Office. Must have handled investments in BFSI, Consumer and small & mid-caps sectors. Must have managed a portfolio size of at least 40lpa. Must have experience in equity market, portfolio management, financial modelling, valuation techniques, market analysis, investment analysis, tax planning, estate planning, and relationship management. Must have experience in interacting with senior leadership. Preference for candidates from Delhi. Fixed CTC: ₹40lpa No gender preference Additional Requirements Must possess integrity, honesty, and responsibility as key values for success and trust in this role. Must have experience in conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure. Must have experience in setting up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities. Must have experience in making asset allocation decisions & investing across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers Must have experience in advising Promoter on overall fund (Public Market) and on assigned sectors – BFSI, Consumer and small & mid-caps
