
SandMartin - Portfolio & Treasury Manager - Family Office
3 weeks ago
Role Summary - Portfolio & Treasury Manager (Promoter Family Office)
Investment & Portfolio Management
- Develop and execute multi-asset strategies across equities, debt, PMSs, AIFs, structured products, real estate, and overseas investments.
- Monitor market, economic, and geopolitical trends; rebalance portfolios to optimise returns and manage risk.
Treasury & Risk Management
- Oversee liquidity, cash flow, and currency risk through hedging and derivative strategies.
- Ensure compliance with SEBI, RBI, and global investment regulations.
Technology & Analytics
- Leverage AI-driven tools for research, predictive analytics, and automated reporting.
- Proficient in platforms like MProfit, Moneycontrol, ValueResearch, Power BI, and advanced Excel.
Stakeholder Engagement
- Collaborate with fund managers, advisors, and bankers to identify opportunities and negotiate terms.
- Present insightful MIS and recommendations for promoter-level decision-making.
Candidate Profile
- 5+ years in multi-asset portfolio and treasury management.
- Strong analytical, financial modelling, and compliance skills with high integrity and discretion.
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