Invetsment Officer

Designation : Investment Officer – Family Office

Department : Accounts & Investment

Location : Mumbai – Andheri

Reporting To : Family Office CIO / Head of Finance & Accounts / Principal Family Member

Role

The Investment Officer will play a central role in managing, monitoring, and growing the family's wealth through a diversified investment portfolio. The role requires strong financial acumen, risk management expertise, and the ability to analyze multi-asset investments while ensuring alignment with the family's long-term objectives.

The position demands discretion, professionalism, and stakeholder coordination with asset managers, financial advisors, auditors, and family members. The ideal candidate will combine technical investment expertise with integrity, confidentiality, and strong interpersonal effectiveness.

Key Responsibilities

Portfolio Mangaement

• Manage and oversee investments across equities, fixed income, real estate, private equity, and alternative assets.
• Continuously monitor portfolio performance and ensure asset allocation aligns with strategic goals.
• Adjust and rebalance investments as per market dynamics and risk-return expectations.

Investment Analysis

Reporting and Documentation

Compliance and Audit

Coordination and Stake Management

Key Interactions -

Internal :

External :

Qualification -

Skils -

Technical Skills :

Behavioural Competencies :

Skills Required

alternative assets, Investment Analysis, Valuation, Advanced Excel, Portfolio Management, Financial Reporting, Risk Management