Cio-chief Investment Officer

2 days ago


Gurugram Haryana, India Winsmart Jobs Full time

Position: - Chief Investment Officer (CIO) - JD/KRA/KPA A)

Qualification & Requirements:
- 1. Certified CA with following additional qualification will advantage:
- Preference of CS or lawyer background
- Qualified NISM XIX C is preferable

2. Experience:
- Minimum 20 years of experience in which 10+ Years of experience should be in an investment role
- Proven track record to lead a team of investment professionals & formulation of investment strategies.
- Experience of working as a CIO in any family office will be an add on advantage
- Having a hands on experience of international taxation and international investment system.

3. Software Proficiency:
- Familiar & user efficient with Good Software system used for analyzing financial data & taking reports and submitting to board members.

4. Analytical Skills:
- Strong research, critical thinking & analytical abilities.
- Knowledge of advance computer skills and use of AI in mathematical analysis as well creating reports.

5. Leadership & communication:
- Demonstrated leadership qualities & effective written & verbal communication skills.
- Ability to project & present investment strategies with convincing power to management
- 6. Problem solving orientation:
- Result oriented mind set with a strong problem-solving attitude

.B) Roles & Responsibilities:
- 1. Asset Allocation:
- Make informed decisions about family office’s asset allocation.
- Development investment strategies and risk management models to optimize asset distribution as per discussion or as per complete financial planning.

2. Advisory Role:
- Provide expert advice to management on various investment options, including involvement in acquisitions & mergers.
- Set target / potential companies for investment.

3. Team Building & supervision:
- Develop strong leadership by selecting, supervising & mentoring team members.
- Cultivate collaborative environment that encourages effective performance & professional growth

.C) Key Performance Indicators:
- 1. Ensure ROI & growth

2. Ensure company branding: - Use effective tools of branding & develop company brand as catalyst of growth.

3. Management reporting - Develop reporting structure as guidance by management.

4. Data Protection & cybersecurity: - Ensure robust data protection and protocols of cybersecurity are in place.

5. Team Training & delegation: - Train teams to delegate assignments effectively, fostering culture of accountability.

**Job Types**: Full-time, Permanent

Pay: ₹5,000,000.00 - ₹10,000,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

Work Location: In person



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