Job Title

Investment & Treasury Manager

Qualification

- ✅ MBA (Finance) – Mandatory
- ✅ CFA Level II / CFA Charterholder – Preferred
- ✅ NISM Certifications – Preferred

Experience

- ✅ 5–6 years of experience in Investment Banking, Equity Research, Asset Management, Wealth Management, Corporate Treasury, Family Office, or Capital Markets.

Key Responsibilities

- Develop and execute the company’s investment strategy.
- Identify investment opportunities in India and international markets.
- Analyze stocks, mutual funds, bonds, ETFs, gold, and other investment products.
- Support international funding and capital-raising opportunities.
- Track global financial markets and economic trends.
- Evaluate cryptocurrency and blockchain investments with regulatory awareness.




- Manage treasury operations and surplus funds.
- Prepare investment reports, portfolio reviews, and risk analysis.
- Advise promoters on long-term wealth creation and capital allocation.

Required Skills

- Indian & Global Stock Markets
- Portfolio & Wealth Management
- Corporate Treasury
- International Investments
- Financial Modelling & Valuation
- Risk Management
- Asset Allocation
- Cryptocurrency & Blockchain Knowledge
- Excel & Financial Analysis
- Robust Presentation & Communication Skills

Pay: ₹40,000.00 - ₹50,000.00 per month

Work Location: In person

📌 Investment & Treasury Manager (Andheri West)
🏢 Surjagad Group
📍 Andheri West