Generic Responsibilities

• Strategy & Planning

√ Formulate and define strategies aligned to Company's objectives.

• Business Acumen

√ Track business and industry trends to make sound decisions that drive sustainable results.

• Policy & Governance

√ Formulate, review, update, and ensure implementation of internal policies.

• Team Leadership & Development

√ Develop, coach, and build second-line leadership.

√ Incorporate regular upskilling and reskilling programmes.

• Feedback & Performance Management

√ Provide timely strategic feedback and direction to the team.

• Cost & Budget Management

√ Own and optimise budgets, including functional costs, technologies, and software. Create guidelines for allocating expenses.

• Stakeholder Management

√ Act as a strategic partner to leadership for internal and cross-functional teams; ensure timely stakeholder response.

√ Manage internal and external stakeholder relationships.

• Reporting & Analytics

√ Manage regular reporting, conduct analyses, and monitor team performance and progress.

Domain Specific Responsibilities

Equity Research & Stock Selection

- Lead sector-level research by building investment theses, financial models, relative valuations, and peer comparisons for stocks within the NIFTY 500 universe.
- Conduct scuttlebutt, channel checks, and management interactions to validate investment theses.
- Present high-conviction buy/sell/hold recommendations to principals.
- Track macroeconomic, sectoral,



and global market trends and translate them into actionable investment insights.

Portfolio Management

- Contribute to investment strategy aligned with portfolio objectives and family office mandate.
- Monitor portfolio concentration, sector weights, and risk exposure; recommend rebalancing where required.
- Track allocated asset classes and recommend appropriate actions.
- Monitor corporate actions (dividends, splits, buybacks, QIPs) and assess their impact on holdings.
- Review PMS, AIF, and Mutual Fund performance monthly; conduct fund manager meetings.
- Serve as the primary interface with advisors, AMCs, PMS/AIF managers, research desks, other family offices, and financial institutions.
- Own portfolio MIS and present performance and attribution analysis to principals.

Advisor & AMC Liaison

- Lead periodic review meetings with advisors, fund houses, and research desks.
- Evaluate recent investment products (PMS, AIFs, structured products) and prepare investment notes for principal review.

Technical Skills & Tools

- Financial modelling, valuation analysis, and investment assessment.
- Advanced Excel for financial analysis and reporting.
- Working knowledge of investment software, MIS tools, BSE/NSE portals, Screener, Trendlyne, and stock exchange data platforms.
- Knowledge of Ind AS and financial statement analysis.

Key Performance Indicators

- Equity Research (Sell-side / Buy-side)
- Private Banking
- Wealth Management
- Family Office Management
- Private Equity / Venture Capital (PE/VC)
- Hedge Fund Operations & Research

📌 Senior Manager - Finance (Treasury Management) (Kolkata)
🏢 AMPL Group
📍 Kolkata