Head of fund management- family office

MUST HAVE : Experience in fund management ( Indian and International) for a mid- to- large size family office.

About the Company

A 75 year old Indian conglomerate with presence in India and abroad managing different business verticals and entities.

Location: Mangalore, India

Reporting To: Group CFO

About the Role

Responsibilities

The Fund Manager will oversee and manage the investment portfolio and financial affairs of the family office. The role involves strategic asset allocation, investment evaluation, risk management, wealth preservation, and coordination with external advisors to achieve long-term financial objectives. The portfolio has Indian and International components.

Investment Management

Develop and implement investment strategies aligned with family objectives Manage diversified portfolios across: Equities, Fixed income, Real estate, Private equity, Venture capital, Alternative assets Monitor market trends and identify investment opportunities Conduct due diligence on investment proposals and fund managers

Portfolio Monitoring

Track portfolio performance and benchmark returns Prepare periodic investment reports and dashboards Rebalance portfolios based on market conditions and risk appetite

Risk & Compliance

Assess financial and operational risks Ensure regulatory and tax compliance Coordinate with auditors, legal advisors, and tax consultants

Wealth & Estate Planning

Support succession planning and inter-generational wealth transfer Assist in trust structures and estate planning Manage liquidity and cash flow requirements

Stakeholder Management

Present investment recommendations to family principals Maintain relationships with banks, private equity firms, and advisors Coordinate philanthropic and strategic investment initiatives if required

Preferred Qualifications

MBA Finance / CA / CFA / CFP with 8–20 years experience in

Wealth management

Investment banking

Private banking

Asset management

Family office operations

Skills Required

Portfolio construction Financial modelling and valuation Tax and regulatory understanding Confidentiality and discretion Strong communication and presentation skills Relationship management