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SandMartin - Portfolio & Treasury Manager - Family Office

SandMartin - Portfolio & Treasury Manager - Family Office

SandMartin Group of CompaniesNoida, 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)

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