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carefully. If this opportunity closely fits your skilled experience, email your resume along with your answers to the screening questions provided at the end of this post. ? ????????: Mumbai, India ? ??????????: 15-20 years of relevant experience ? ????????????: Competitive and aligned with experience, role fit, and interview performance ⏱️ ????????????: Candidates available to join immediately are also welcome to apply ? ??? ??: CIO-FO-MUM ????? the Mandate Risk Inn Talent Intelligence connects leading banks, investment institutions, consulting firms, family offices, and financial services clients with high-quality talent across risk management, quantitative finance, financial markets, investment research, and analytics. ????? ?????????? ??????? – ?????? ?????? ?????? ??????? We are supporting a multi-family office investment fund in hiring a Chief Investment Officer in Mumbai. The position requires 15-20 years of relevant experience in Indian public-equity investing, a verifiable long-term track record of managing capital across market cycles, and demonstrated experience building and leading investment teams. The role requires a strong understanding of portfolio construction, position sizing, risk management, fundamental research and valuation, and the governance and reporting expectations of a family-office mandate. ???? ??? ???? ?? ??????????? ??? ✅ Define and own the fund’s public-equity investment philosophy, strategy, and investment policy framework for Indian markets, including return objectives, risk appetite, and asset allocation guidelines aligned with the families’ long-term capital goals ✅ Lead portfolio construction and management across large-cap, mid-cap, and small-cap Indian listed equities, including position sizing, sector exposures, concentration and liquidity limits, cash deployment, and rebalancing discipline ✅ Chair the Investment Committee, drive the investment decision-making process, approve buy, sell, and hold decisions, and ensure each decision is supported by documented rationale, valuation work, and risk-reward assessment ✅ Build, lead, and mentor the investment function, including the Head of Equity Research, analysts, and dealing/execution staff, setting coverage priorities, research standards, and performance metrics ✅ Establish and oversee the portfolio risk management framework, including drawdown limits, stress testing, scenario analysis, exposure monitoring,



liquidity risk, and compliance with the investment policy statement and applicable regulatory requirements. ✅ Form top-down views on macroeconomic developments, market cycles, interest rates, flows, regulatory and tax changes, and sector dynamics, and integrate them with bottom-up research to shape portfolio positioning ✅ Act as the primary investment interface with family principals, the board, and trustees, presenting portfolio performance, attribution, outlook, and strategy, and communicating transparently during periods of volatility or underperformance ✅ Oversee the investment operations ecosystem, including brokers, custodians, fund administrators, research vendors, market-data platforms, order execution, and model controls, ensuring robust governance and audit-ready processes ✅ Evaluate investment effectiveness through performance attribution, benchmark comparison, hit rates, thesis reviews, and post-investment analysis, and continuously refine the investment process ???? ?????????? ???????? ✅ 15-20 years of relevant experience in Indian public-equity investing, with at least 8 years in a portfolio management, fund management, or chief investment role managing substantial institutional or family-office capital ✅ Verifiable long-term performance track record across multiple market cycles, benchmarked against relevant Indian indices, with demonstrated ability to protect capital in drawdowns and compound returns over time ✅ Deep understanding of Indian public equity markets, including the NSE
- and BSE-listed universe, market microstructure, liquidity dynamics, promoter-driven ownership structures, disclosure practices, corporate actions, and SEBI regulatory developments ✅ Strong command of portfolio construction, asset allocation, position sizing, risk budgeting, concentration and liquidity management, and drawdown control ✅ Advanced fundamental analysis and valuation expertise, including financial modeling, DCF, trading comparables, and SOTP, with the ability to challenge, refine,



and sign off on analyst work ✅ Proven ability to generate differentiated, high-conviction investment ideas, act decisively under uncertainty, and manage downside risk through disciplined entry, exit, and sizing decisions ✅ Strong grasp of domestic and global macroeconomic dynamics, sector cycles, and policy developments, with the ability to translate them into portfolio positioning ✅ Demonstrated experience building and leading investment teams and establishing investment committees, research processes, and governance frameworks, with strong stakeholder-management skills across family principals, boards, investment committees, and company management teams ✅ MBA in Finance, CFA, CA, or equivalent qualification preferred, with familiarity with Bloomberg, Reuters, ACE Equity, Capitaline, and portfolio-management and risk systems; prior experience with family offices, AMCs, PMS/AIF platforms, or institutional investors is advantageous ? ??? ?? ????? Please email your resume to: [email protected] ??????? ????: Application for Job ID CIO-FO-MUM Email applications are recommended for faster review and processing. In the same email, please include approximately two to three lines answering each of the three screening questions below. Please also mention your current notice period / earliest available joining date. OR reach out via DM / WhatsApp at +91-(phone hidden) with Job ID CIO-FO-MUM ????????? ????????? ??? ??: CIO-FO-MUM
• What is your experience managing Indian public-equity portfolios, including the size of capital managed, investment style, market-cap segments, and your performance track record versus relevant benchmarks across market cycles?
• Describe your investment philosophy and portfolio construction approach, including how you size positions, manage concentration and liquidity, and control drawdowns, along with one significant portfolio decision and its outcome (please avoid sharing confidential or non-public information).
• What experience do you have building and leading an investment team and investment committee process, and how have you communicated performance and strategy to family principals, boards, or investment committees during periods of underperformance or market stress? #chiefinvestmentofficer #cio #portfoliomanagement #equityresearch #familyoffice #indianequities #publicequity #mumbai #india #financejobs #investmentjobs #riskinn

📌 Chief Investment Officer – Indian Public Equities | Multi-Family Office | Mumbai
🏢 Risk Inn
📍 Mumbai