This job offer is not available in your country.

SandMartin - Portfolio & Treasury Manager - Family Office

SandMartin Group of CompaniesDelhi NCR, India

30+ days ago

Job description

Role Summary - Portfolio & Treasury Manager (Promoter Family Office)

Investment & Portfolio Management

Develop and execute multi-asset strategies across equities, debt, PMSs, AIFs, structured products, real estate, and overseas investments.
Monitor market, economic, and geopolitical trends; rebalance portfolios to optimise returns and manage risk.

Treasury & Risk Management

Oversee liquidity, cash flow, and currency risk through hedging and derivative strategies.

Ensure compliance with SEBI, RBI, and global investment regulations.

Technology & Analytics

Leverage AI-driven tools for research, predictive analytics, and automated reporting.

Proficient in platforms like MProfit, Moneycontrol, ValueResearch, Power BI, and advanced Excel.

Stakeholder Engagement

Collaborate with fund managers, advisors, and bankers to identify opportunities and negotiate terms.

Present insightful MIS and recommendations for promoter-level decision-making.

Candidate Profile

5+ years in multi-asset portfolio and treasury management.

Strong analytical, financial modelling, and compliance skills with high integrity and discretion.

(ref : iimjobs.com)

Create a job alert for this search

Portfolio Manager • Delhi NCR, India

Related jobs

Promoted

Manager Wealth Management

Maple Capital AdvisorsNew Delhi, Delhi, India

Management to join our team in New Delhi.This is an immediate opening for candidates who thrive.Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth. We operate in both domestic ...Show moreLast updated: 30+ days ago

Promoted

Manager Transaction Advisory Services

Synergy Consulting, Inc.Delhi, India, India

Transaction Delivery and Project Management.Deliver high-quality work under the guidance of the respective team lead, in the following areas in order to meet project requirements and at the same ti...Show moreLast updated: 18 days ago

Promoted

Senior Executive- IBA

QX Global GroupNoida, Uttar Pradesh, India

We are seeking an experienced IBA professional with strong UK insurance accounting expertise.The role involves managing cash applications, collections, insurer reconciliations, and preparing border...Show moreLast updated: 30+ days ago

Promoted

WOW Portfolio Manager, VP

ConfidentialGurgaon / Gurugram

Join us as a Portfolio Manager.We'll look to you to understand and use Agile and DevOps principles, allowing sufficient flexibility for the portfolio to evolve as customer value is proven and the n...Show moreLast updated: 18 days ago

Promoted

Portfolio Associate

ConfidentialDelhi, India

W Health Ventures has set up India&aposs first healthcare-focused Venture Studio called 2070 Health—an innovation platform that builds transformative healthcare companies from scratch by discoverin...Show moreLast updated: 8 days ago

Portfolio Associate

2070HealthDelhi, DL, IN

Quick Apply

W Health Ventures has set up India’s first healthcare-focused Venture Studio called 2070 Health—an innovation platform that builds transformative healthcare companies from scratch by discovering di...Show moreLast updated: 3 days ago

Promoted

Fixed Income Portfolio Manager

Zetheta Algorithms Private LimitedDelhi, India

ZeTheta Algorithms Private Limited is a FinTech start-up in India which has been recently set up and is developing innovative AI tools. We are seeking a talented and motivated student intern for Fix...Show moreLast updated: 30+ days ago

Promoted

Treasurer

Grow AsiaGhaziabad, IN

We are seeking an experienced and strategic Treasurer to oversee global cash management operations across multiple entities for a USA based company. The ideal candidate will bring deep expertise in ...Show moreLast updated: 7 days ago

Promoted

Portfolio Manager

Fincart Financial PlannersNoida, India

Eligibility norms to register as a Portfolio Manager with SEBI : .The applicant is a body corporate.The applicant should have necessary infrastructure like office space, equipment and manpower.The ap...Show moreLast updated: 30+ days ago

Promoted

Equity Advisor

Chola SecuritiesDelhi, India, India

Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi.Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment ...Show moreLast updated: 30+ days ago

Promoted

Portfolio Manager

ConfidentialDelhi

Caliber Hunt is seeking a highly experienced and strategic.The ideal candidate will have a proven track record in financial markets and a deep understanding of investment strategies to manage and g...Show moreLast updated: 30+ days ago

Promoted

Assistant Manager - Treasury

ConfidentialDelhi, Delhi NCR

We are seeking a skilled and detail-oriented.The ideal candidate should have prior experience in handling Letters of Credit, banking documentation, and treasury reporting.Manage daily treasury oper...Show moreLast updated: 8 days ago

Promoted

Relationship Manager - Wealth

ConfidentialDelhi

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requir...Show moreLast updated: 30+ days ago

Promoted

Family Office – Asset Management

HireginieNew Delhi, Delhi, India

Family Office – Asset Management.A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach.The ...Show moreLast updated: 30+ days ago

Promoted

Treasury Manager

ConfidentialDelhi

Preparing daily cash flow forecast, analyze variances and ensuring liquidity.Identify and process investments and redemptions. Evaluate and suggest investment.Mutual Funds, FD, ICD, Bonds, CD, CP et...Show moreLast updated: 8 days ago

Promoted

VP-Family Office

ManpowerDelhi, India, India

Wealth Management & Sales Professional.Managing Family Office Relationships & UHNI in the Delhi & NCR region.Identifying & acquiring new Family Office relationships & UHNIs in the region.Work on ne...Show moreLast updated: 25 days ago

Promoted

Wealth Manager

MNR Solutions Pvt. Ltd.Dwarka, Delhi, India

Existing Client Relationship Management.Manage and review existing client investment portfolios.Conduct portfolio analysis and make necessary adjustments. Drive additional business from existing cli...Show moreLast updated: 7 days ago

Promoted

Senior Associate, Treasures Relationship Manager

ConfidentialGurgaon / Gurugram

Person will be responsible for error free processing of Interbank / Corporate Foreign Exchange / Derivative trades.Error free processing & settlement of Interbank / Corporate Foreign Exchange / Der...Show moreLast updated: 30+ days ago

Promoted

Preferred Relationship Manager

Anand Rathi Share and Stock Brokers LtdNew Delhi, Delhi, India

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago

Promoted

VP & Portfolio Management & Strategic Alignment Lead

Liberty Data AnalyticsDelhi, India, India

About Liberty Mutual Insurance.At Liberty Mutual, we believe progress happens when people feel secure.For more than 110 years we have helped people and businesses embrace today and confidently purs...Show moreLast updated: 7 days ago