Role & responsibilities:

1. Investment Management

- Design, implement, and manage the group's and family's investment strategy across listed equities, fixed income, mutual funds, PMS/AIFs, private equity, and real estate.
- Conduct independent fundamental research on companies and sectors (financials, business quality, governance, red-flag analysis) to support investment decisions.
- Monitor portfolio performance against benchmarks; rebalance allocations in line with risk appetite, liquidity needs, and market conditions.
- Evaluate current investment opportunities, including direct deals, pre-IPO placements, and co-investment opportunities sourced through the family's network.
- Maintain oversight of broking, custodian, and advisory relationships (banks, PMS managers, wealth managers, mutual fund houses).

2. Family Office Operations

- Oversee the day-to-day administration of the family office, including consolidated reporting of assets across entities, trusts, and individual holdings.
- Work closely with the family trust's trustees and protector to ensure investment and distribution decisions align with the trust deed and family's long-term objectives.
- Coordinate estate planning matters, including periodic review of the Will, trust structures, and succession framework, in consultation with legal counsel.
- Manage confidential family financial records, asset registers, and net-worth statements.
- Liaise with external tax advisors, auditors, and legal counsel on structuring, compliance,



and regulatory matters (FEMA, SEBI, Income Tax, Companies Act as applicable).

3. Treasury & Banking

- Manage banking relationships for the corporate holding entity, including credit facilities, cash management, and fund deployment.
- Optimize liquidity across the group to balance investment opportunities against working capital needs of operating businesses.
- Negotiate terms with banks and financial institutions on lending, guarantees, and other treasury products.

4. Reporting & Governance

- Prepare periodic (monthly/quarterly) investment and net-worth reports for the family and the Board, covering performance, risk exposure, and market outlook.
- Maintain robust MIS and dashboards for real-time visibility into portfolio composition and performance.
- Ensure compliance with all applicable regulatory, tax, and corporate governance requirements relevant to the holding entity and investment vehicles.
- Support Board and family meetings with data-driven insights and recommendations.

5. Stakeholder & Relationship Management

- Serve as the primary point of contact for external wealth managers, private bankers, fund managers, and institutional relationship managers.
- Build and maintain relationships with investment bankers, deal originators, and industry contacts to source proprietary opportunities.
- Represent the family office professionally in interactions with advisors, regulators, and co-investors.

📌 Manager/Senior Manager-Investment (Kolkata)
🏢 Bla Projects
📍 Kolkata