24 Job openings found

Family Office Equity Research Analyst We are looking for an equity research analyst for the family office, based out of nariman point, mumbai. This will be mainly relating to public equity markets/listed securities + some private investments as well. Within that it will mainly relate to mid and small cap companies. The ...

About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ...

Role Overview This role focuses on overseeing daily operations related to banking, documentation, and compliance across various investment vehicles. It is crucial for ensuring process discipline, timely settlements, and seamless information flow for stakeholders, the investment committee, and auditors. The ideal candidate is meticulous, reliable, and comfortable working across multiple ...

Executive Assistant – Partner’s Office(Location: Ahmedabad – Shapath V, S.G. Highway)Compensation: ₹8–9 LPA (based on experience)Reporting To: PartnersExperience: 5–8 years in execu2ve support or opera2ons coordina2on.Educa2on: Graduate (Commerce / Management preferred but not mandatory).Standard office hours 10:00 AM – 6:30 PM. Role OverviewWe are seeking a mature, structured and tech-savvy Executive ...

Role: Investment & Strategy Associate (Family Office) Opening Note We are looking for a young investment professional with early exposure to AIF / VC / startup ecosystem, who wants to move beyond traditional analysis. This role is for someone who wants to: * understand businesses deeply (not just evaluate them) ...

About the Role:We are a diversified family office and business group with interests spanning FMCG,manufacturing, renewable energy, engineering services, construction, and hospitality. Weare seeking a highly capable Manager / Senior Manager – Strategic Investments & Projectsto work closely with our promoters in identifying, evaluating, and driving new businessopportunities across multiple ...

Reports to(Position): Vice President AND Zonal Head – Institutional Sales Business Unit: Institutional Sales Location: Mumbai Position Purpose: • To establish local resource for managing existing and new client relationships • To work closely with distributors to enhance reach in the region Principal Accountabilities: Handling institutional and family office clients Ability to liaison with MSMEs and Large size ...

Position Name: Operation Executive- Investments Total position: 1 Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management) Qualification: Post-Graduation (Preferably MBA-Finance) CTC: 3 LPA to 3.60 LPA Location: HO Ahmedabad   Roles & Responsibilities   Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc. Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...

Key Deliverables * Experience in Custody Sales (Preferable domestic custody – AIF , PMS, Family office, MF, Insurance)* New client acquisition of clients for domestic custody with focus on domestic clients and GIFT city structures* Deep mining of the existing clients to see cross-selling opportunities* Servicing of the clients with respect ...

Job Summary : ● Understands deep value investing and long term vision. Ability to work independently with limited guidance or day-to-day oversight. Ability to work in a high-pressure environment. Ability to multi-task and work with a Can-Do attitude. ● Strong ethics and integrity. ● Building financial models, building & maintaining databases, preparing initiation ...