1. Portfolio Construction & Management
- Lead and manage the Family Group's domestic and overseas investment portfolios across multiple asset classes, including Equity, Fixed Income, Alternatives/Hybrids, and Commodities, in line with the Investment Policy Statement (IPS) and defined risk parameters.
- Conduct periodic reviews of all investments and present updates and performance reports to the IC.
- Monitor investment performance against benchmarks and ensure adherence to IPS and Asset Allocation Matrix.
- Identify and address deviations from defined policies and initiate corrective actions proactively.
- Manage entry and exit strategies for existing and prospective investments.
- Oversee liquidity management in alignment with the IPS and family directives.
2. Deal Sourcing
- Develop and maintain relationships with bankers, consultants, advisors, and other market intermediaries to source and evaluate new investment opportunities (both domestic and international).
- Engage and nurture relationships with founders, angel investors, and co-investors associated with investee companies.
3. Research & Analysis
- Drive in-depth macroeconomic, sectoral, and asset-class research to inform strategic investment decisions.
- Supervise the Investment Team's primary and secondary research efforts to identify opportunities and mitigate risks.
- Oversee deal scoring, investment rating, and preparation of investment teasers and research notes for IC and MD review.
- Foster a culture of analytical rigor, innovation, and continuous learning within the Investment Team.
4. Risk Management
- Develop and oversee a comprehensive Risk Management Framework covering:
- Market Risk
- Security-Specific Risk
- Liquidity Risk
- Ensure effective implementation of risk control measures across the investment portfolio.
5. Investment Operations
- Supervise end-to-end investment operations with a focus on minimizing operational risks and enhancing efficiency through technology and automation.
- Promote collaboration with cross-functional teams (Finance, Legal, HR, IT) for seamless execution of investment initiatives.
- Ensure real-time updating of trades and investments in internal systems or databases.
- Oversee investment documentation, legal vetting, and record management within the internal Document Management System (DMS).
- Coordinate with the Finance Team and brokers/partners to ensure adequate liquidity for treasury and investment activities.
6. Investment Processes & Governance
- Ensure full compliance with regulatory requirements and internal Standard Operating Procedures (SOPs).
- Maintain comprehensive MIS and records of all investment activities as per established SOPs.
- Present investment opportunities, performance reviews, and recommendations to the Investment Committee for informed decision-making.
- Facilitate the conduct of IC meetings, ensuring adherence to defined processes and documentation standards.
Key Attributes
- Strong analytical and strategic mindset with deep understanding of capital markets and multi-asset investing.
- Proven ability to build and lead high-performing investment teams.
- Excellent stakeholder management and communication skills.
- High integrity and alignment with the Family Office's values and long-term objectives.
Company Website: www.resolutecorp.in
