Family Office Investment Strategist

3 days ago


Gurgaon, Haryana, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Portfolio and Treasury Manager

We are seeking a seasoned Portfolio and Treasury Manager to join our organisation. The ideal candidate will have a strong background in multi-asset portfolio and treasury management, with experience in developing and executing investment strategies.

Key Responsibilities:

  • 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.
  • Oversee liquidity, cash flow, and currency risk through hedging and derivative strategies.
  • Ensure compliance with relevant regulations and laws.

Requirements:

  • 5+ years in multi-asset portfolio and treasury management.
  • Strong analytical, financial modelling, and compliance skills with high integrity and discretion.
  • Proficient in platforms like MProfit, Moneycontrol, ValueResearch, Power BI, and advanced Excel.

Preferred Qualifications:

  • Experience working with fund managers, advisors, and bankers.
  • Knowledge of AI-driven tools for research, predictive analytics, and automated reporting.

About the Role

This is an opportunity to join a leading family office as a Portfolio and Treasury Manager. As a key member of our team, you will be responsible for developing and executing investment strategies that drive value for our clients.

Benefits and Culture

Our organisation offers a dynamic and supportive work environment, with opportunities for professional growth and development. We value diversity and inclusion, and are committed to creating a workplace where everyone feels welcome and valued.



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