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
