We are seeking a agile and highly organized qualified to support the Chairmans Office in managing investment portfolios, and executive coordination activities. The role requires robust analytical, planning, communication, and stakeholder management skills.
Key Responsibilities
Portfolio Management
Manage and monitor the investment portfolio of Group Companies and Family Office, including:
Shares and Equity Investments
Mutual Funds
Bonds and Fixed-Income Instruments
Portfolio Management Services (PMS)
Track portfolio performance and prepare periodic reports.
Coordinate with financial advisors, brokers, and investment partners.
Financial Analysis & Reporting
Monitor and analyze investment returns.
Prepare MIS reports,presentations, and financial summaries for management review.
Support decision-making through financial data analysis.
Executive Coordination
Coordinate with internal departments and external stakeholders on behalf of the Chairman’s Office.
Support strategic initiatives and special projects assigned by the Chairman.
Desired Candidate Profile
Graduate/Postgraduate in Commerce, Finance, Portfolio Management, or related discipline.
7–9 years of experience in Family Office, Investment Coordination, or similar roles.
Strong knowledge of financial instruments, investments, and portfolio tracking.
Excellent communication, coordination, and stakeholder management skills.
Proficiency in MS Excel,PowerPoint, and reporting tools.
Ability to handle confidential information with high professionalism and integrity.