GM: Family Office
at Goodspace
Delhi, onsite, senior, full time, INR 40,00,000–40,00,000 / year, 12+ years
seen 2d ago
- Tax Planning
- Financial Analysis
- Estate Planning
- Private Equity
- Valuation
- Relationship Management
- Market Analysis
- Investment Analysis
- Investment Management
- Equity Analysis
- Financial Modelling
About the role
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GM – Family Office
Somani Group, Delhi
What you would do
* 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 dealings
Read from goodspace.ai, last seen 2d ago.