The Investment Manager will manage a portfolio of 300-500 individual investors with a portfolio of up to Rs. 100 Cr. The investments would be in various structures including asset leasing, NCD, CCD etc. The investment manager would be responsible for end-to-end lifecycle management of investors including, investment documentation, compliance, pitching for fund raising from existing investors etc.
Additional responsibilities would be to support the team in research, portfolio strategy, investment restructuring etc. This position is ideal for individuals with a background in wealth management or investment banking and offers the opportunity to gain exposure to various aspects of real estate and alternative investments.
Key Responsibilities:
- Investment Management: Be responsibility for entire lifecycle management of all investors in the portfolio.
- Fundraising Support: Preparing materials including documents and analysis as well as directly interacting with different kinds of investors including HNIs, Institutional investors, Banks/ NBFCs etc.
- Documentation & Compliance: Handle the documentation and compliance processes for fund raise via various instruments including asset leasing, debentures, equity, etc.
- Research & Strategy: Support the team in analytical and strategic insights pertaining to the existing portfolio. Also support the team with research pertaining to future business strategy (AIF, SM REIT etc.)
- Ad-hoc Support: Provide administrative and operational support to the team on an as-needed basis.
Qualifications and Skills:
- 4-6 years of experience in wealth management, investment banking, corporate finance, or related fields.
- CA or CFA or MBA in Finance from a reputed institution.
- Strong analytical and research skills.
- Proficiency in MS Excel and PowerPoint.
- Ability to manage documentation and compliance processes effectively.
- Excellent communication and organizational skills and confidence to speak to various stakeholders including investors
