Principal (Funds - Listed and Unlisted)

Responsibility

1. Designing listed and unlisted investment plans for  AIW Group based upon the risk profile, return objectives and cash flow requirements
2. Building AIW listed and unlisted portfolios through investment products such as Mutual funds, PMSs, Bonds, Structures, VC, PE, Direct Startup investments etc. 
3. Reviewing the equity and debt portfolios regularly, expaining the portfolio strategy to the promoters and rebalancing the portfolio based on the market outlook and research views
4. Discussing new products with Fund manager, explaining promoters about the potential risk & rewards, and doing prudent allocation for AIW Listed investment portfolio   
5. Understanding the taxation aspects of all the investments and selecting right investment options which are the most tax efficient for AIW group 
6. Competition Mapping and Need-Gap Analysis

Profile Requirements 

1.    CIMA+ CFA/FRM /CA/MBA having post Qualification experience of minimum 9 years in Indian and international equity markets
2. Experience in Wealth Management and Asset Management across multiple functions: Products, Sales and Advisory
2.    Experience in heading Funds & Taxation of Family Investment Offices for equity & debt strategies in listed & unlisted markets both on-shore and off-shore 
3.    Experience in AIF, Broking & NBFC Compliances 
4.    Experience in liasioning with Fund Managers, AMCs, Banks & Mutual Funds 
5.    Past experience with VC, PE, Investment & Broking companies
6. Experience in Financial Ratio Analysis, Valuation of Shares – DCF methodology
7.    Experience of Risk Return Modelling and projecting Net IRRs in best-base-worst scenarios
8.    Day to day maintenance of group treasury which includes investment in Liquid Mutual Funds, QIP & FMP
9.    Liasioning with Banks for day-to-day activities, Funding arrangements & other facilities

Preferred Age Group :35 - 40 Years 

Fixed salary and a variable bonus