Portfolio and Investment Director

Role - Group CIO

Location - Ahmedabad (On-Site)

Reports to - Managing Director

Qualification - Preferred CA / CPA

Compensation - Best in the Market (Decent Hike on the Current)

Major KRA -

• Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the Investment Committee & Director.
• Manage the investment portfolio of the Family Group, ensuring alignment with strategic objectives and risk tolerance.
• Present investment opportunities to the investment committee for effective decision-making.
• Will be responsible for the continual review of investments, managing the Family Group & investment portfolio , and actively engaging with industry stakeholders to identify and capitalize on market opportunities.

Interested candidate can share their resume at preeti@upman.in with CCTC, ECTC & Notice Period.