𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

𝗦𝗮𝗹𝗮𝗿𝘆 𝗿𝗮𝗻𝗴𝗲: 𝗥𝘀 𝟮𝟱𝟬𝟬𝟬𝟬𝟬 - 𝗥𝘀 𝟰𝟱𝟬𝟬𝟬𝟬𝟬 (𝗶𝗲 𝗜𝗡𝗥 𝟮𝟱-𝟰𝟱 𝗟𝗣𝗔)

Experience: 3+ yrs

Location: Coimbatore, Tamil Nadu, India

Job Type: Full-time

We are looking for an experienced and commercially astute Investment Officer to manage investment strategy, portfolio management, and wealth-related activities for a family office.

The role will work closely with key family members and will involve evaluating investment opportunities, developing research-backed investment strategies, optimising asset allocation, and monitoring portfolio performance. The ideal candidate will have strong knowledge across equities, debt, alternative investments, taxation, and financial markets, along with the ability to make well-informed investment decisions focused on long-term capital growth.

Requirements

KEY RESPONSIBILITIES

• Lead investment strategy development and portfolio management activities for the family office.
• Develop and execute research-backed investment plans aligned with long-term capital growth objectives.
• Evaluate and optimise asset allocation across equities, debt, and alternative investments.
• Conduct detailed research on financial markets, companies, securities, funds, and investment opportunities.
• Monitor economic trends, market movements, interest rates, macroeconomic developments, and emerging investment themes.
• Identify and evaluate new investment opportunities across relevant asset classes.
• Analyse portfolio performance, risk exposure, returns, liquidity, and diversification.
• Review and recommend suitable equity and equity-related products, debt instruments, and alternative investments.
• Evaluate investment opportunities through financial analysis, commercial assessment, and structured due diligence.
• Oversee investment performance tracking and prepare periodic portfolio and investment reports.
• Monitor portfolio allocation and recommend rebalancing strategies where required.
• Develop a strong understanding of taxation implications across different asset classes and investment structures.
• Ensure investment and commercial transactions consider applicable tax, statutory, regulatory, and legal requirements.
• Manage relationships with financial advisors, wealth managers, banks, brokers, fund managers, and other financial institutions.
• Coordinate with external advisors and professionals to evaluate investment structures, transactions, and risks.
• Review financial reports, investment statements, transaction documentation, and supporting records.
• Maintain accurate records of investments, transactions, portfolio performance, and investment decisions.
• Present investment recommendations, market insights, portfolio updates, and performance analysis to key family members.
• Support strategic financial planning and long-term wealth creation initiatives.
• Maintain high standards of confidentiality, governance, documentation, and fiduciary responsibility.

WHAT MAKES YOU A GREAT FIT

• 3+ years of relevant experience in investment management, portfolio management, wealth management, family office, private banking, investment advisory, or a related field.
• Strong understanding of investment strategy, portfolio management, and asset allocation.
• Hands-on knowledge of equities, equity-related products, debt instruments, and alternative investments.
• Strong financial and investment research capabilities with the ability to evaluate companies, markets, products, and investment opportunities.
• Good understanding of macroeconomic indicators, financial markets, market cycles, and investment risks.
• Strong knowledge of taxation across different asset classes and investment structures.
• Experience conducting investment due diligence and evaluating financial and commercial risks.
• Strong understanding of portfolio performance measurement, risk management, diversification, and rebalancing.
• Experience working with financial advisors, wealth managers, banks, brokers, fund managers, and financial institutions.
• Strong financial analysis and quantitative skills with excellent attention to detail.
• Ability to independently evaluate investment opportunities and present clear, well-supported recommendations.
• Strong commercial judgement and understanding of the implications of tax, statutory, regulatory, and legal requirements on transactions.
• Excellent communication and stakeholder-management skills, particularly when working with senior family members and external advisors.
• High level of integrity, discretion, confidentiality, and professional judgement.
• Strong ownership mindset with the ability to manage multiple investments, transactions, and priorities simultaneously.
• Ability to operate in a fast-paced, high-trust environment where investment decisions require careful analysis and sound judgement.
• A degree in Finance, Economics, Commerce, Business Administration, or a related discipline is preferred; relevant professional qualifications will be an advantage.