Job Overview

The Family Business Associate is responsible for managing and overseeing daily operations, Complete Portfolio Management, contributing to strategic planning, and supporting long-term growth. The role involves working closely with family members, managing relationships, and ensuring the alignment of business goals with family values.

Job Role:

Key Responsibilities:

Supporting the Chairman in managing a diversified portfolio & Complete Portfolio Management Conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure. Facilitating investment-related communications with top private banks.

Managed a diversified portfolio of private equity fund investments for the family office across sectors.

Set up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities.

Make asset allocation decisions & invest across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers

Responsible for advising Promoter on overall fund (Public Market) and on assigned sectors – BFSI, Consumer and small & mid-caps

Generate new ideas, evaluate them based on checklist and recommend the same to investment committee

Meet Sr management to understand business, perform financial due diligence (Detailed Financial Model) and check on the ground business scenario through primary research

Led negotiations with General Partners in Private Equity funds to optimize returns and align interests.

Financial Oversight: -Monitor budgets, financial performance, and profitability. Collaborate with accountants or finance teams to ensure accurate reporting. Identify cost-saving and efficiency improvement opportunities.

Relationship Management: -Maintain positive relationships with employees, clients, and stakeholders. Resolve conflicts within the family or business amicably. Uphold and promote family values in all business dealing

Skills / Qualification

• Minimum 12 years+ of experience in Finance, Equity Market, specializing in investment management and financial analysis across various markets, including India and the UAE.

• The candidate needs to have deep sectoral knowledge on commodity sector. Need to have fair understanding the pulse of its commodity segment. The ideal candidate should strong analytical mindset, a deep passion for investing

• MBA in Finance, CA or CFA or similar certifications preferred.

• Strong understanding of financial modelling, valuation techniques, and market analysis.

• Experience interacting with senior management, clients, and institutional investors.