Family Office

Role Summary:-The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange management, derivatives, and liquidity planning.The role demands strong investment acumen, risk management capability, and hands-on experience with market analysis, portfolio performance tracking, and technology-driven financial managementincluding the use of AI-enabled tools for research, automation, and reporting.Key Responsibilities1. Investment Strategy & Portfolio Management

• Formulate and execute investment strategies across asset classes including equity, debt, mutual funds, PMSs, AIFs, structured products, and real estate.
• Monitor market trends, economic developments, and geopolitical shifts to identify new investment opportunities and risks.
• Continuously evaluate portfolio performance, rebalance allocations, and provide strategic reallocation advice.
• Analyze underperforming assets and recommend divestment or repositioning strategies.
• Oversee overseas investments including ODIs, ensuring compliance and reporting standards are met.

2. Market Research, Analysis & AI Integration

• Conduct fundamental and technical analysis across global markets, sectors, and instruments.
• Use AI-based tools (e.g., ChatGPT, CoPilot, Power BI, Trend forecasting platforms) for market research, sentiment analysis, and predictive modeling.
• Automate regular investment research, risk monitoring, and reporting using intelligent dashboards and platforms.

3. Stakeholder & Advisor Engagement

• Interact with wealth advisors, fund managers, and AMCs; review and incorporate investment recommendations.
• Participate in and document monthly performance reviews; prepare actionable follow-ups and insights.
• Develop and manage strong relationships with bankers for working capital, term loans, foreign currency loans, and derivative limits.

4. Real Estate Investment Oversight

• Source, evaluate, and manage real estate investments.
• Conduct due diligence, oversee contracts and negotiations, and monitor asset performance.
• Collaborate with legal, finance, and operations teams to ensure effective property lifecycle management.

5. Treasury & Currency Risk Management

• Manage liquidity and cash flow positions to meet short-term and strategic funding needs.
• Review and advise on currency hedging strategies, including options and futures, in response to market volatility.
• Monitor mark-to-market (MTM) movements and ensure proactive risk mitigation.

6. Financial Operations & Reporting

• Maintain detailed transaction records, dividend and interest income, capital gains, and loss carry forwards.
• Utilize platforms such as MoneyControl, MProfit, ValueResearch, and advanced Excel for portfolio and MIS tracking.
• Generate daily, fortnightly, and monthly MIS reports on ROI, asset allocation, capital gains, etc., with relevant commentary and strategic recommendations.
• Prepare cash flow statements and assist in budgeting and financial planning for the Family Office.

7. Risk, Audit & Compliance

• Implement risk management strategies including diversification and hedging.
• Ensure compliance with SEBI, RBI, and other regulatory bodies across asset classes and geographies.
• Perform periodic asset audits to verify asset accuracy, compliance, and portfolio integrity.
• Collaborate with legal, compliance, and finance departments to ensure adherence to internal controls and external regulations.

Candidate Profile:-

• 5+ years of experience in investment management, family office operations, or portfolio advisory roles.
• Hands-on experience in managing multi-asset class portfolios and treasury functions.
• Strong financial modeling, portfolio analysis, and forecasting capabilities.
• Proficiency in investment platforms such as MProfit, Moneycontrol, ValueResearch, and advanced Excel.
• Exposure to AI-powered financial tools for research automation, dashboarding (e.g., Power BI, Tableau), and productivity enhancement.
• Familiarity with forex hedging, derivative products (F&O), and global investment instruments.
• High level of integrity, ownership, and discretion in handling confidential investment data.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently with minimal supervision while collaborating cross-functionally.
• Attention to detail with a strategic mindset and goal-oriented approach.

Why Join SandMartins Family Office?This is a high-impact role offering direct exposure to strategic decision-making at the promoter level. You will manage diversified assets, gain international investment exposure, and be part of a progressive environment that values technology, innovation, and performance.