Investment & Wealth Strategy Manager

Overview:

We are seeking a highly capable finance professional with 5–7 years of experience in investment strategy, wealth management, or equity research to help our group plan and deploy a recently realized corpus. The role requires expertise in financial planning, asset allocation, and portfolio structuring to ensure strategic and efficient utilization of funds in alignment with the group’s long-term objectives

Key Responsibilities:

• Develop and execute a structured investment and capital deployment strategy tailored to the group’s risk appetite and growth vision
• Identify and evaluate opportunities across asset classes including equities, fixed income, real estate, private equity, and alternative investments
• Conduct financial modelling, market analysis, and due diligence to support investment decisions.
• Prepare detailed reports, presentations, and recommendations for leadership on portfolio allocation and performance tracking
• Coordinate with external advisors, fund managers, and legal/tax consultants to implement holistic financial strategies
• Monitor and optimize the deployed corpus regularly in line with changing market dynamics and business priorities

Candidate Profile:

• 5–7 years of relevant experience in investment consulting, equity research, corporate finance, or wealth management
• Strong analytical and financial modelling skills with deep knowledge of domestic and global financial markets
• Ability to independently assess investment risks and build diversified portfolios
• Excellent communication and stakeholder management skills for engaging with senior leadership and external advisors
• Professional qualifications such as CFA (completed or Level II/III), CA, or MBA (Finance) preferred

Work Location: