06.10.2024
sr investment manager
Gridlines
Dubai, UAE
ExcelMBA
ABOUT US:
The consortium of companies which is under the astute and professional management of Indian promoters who bring a wealth of
expertise and experience to the helm. The hands-on approach of the Indian promoters reflects a dedication to upholding the highest
standards of corporate governance, thus establishing a solid foundation for the success and longevity of the entire conglomerate.
The Group currently has:
• Independent and boutique Single Family Office (SFO) setup in Dubai for proprietary investing (including off - shore investments
in India and other countries)-
o Equity markets and Fixed Income (Bonds, Time Deposits) products
o Structured Products & Derivatives (incl. FCNs, CLNs etc.)
o Funds (Private Equity, Venture Capital, Mutual Funds, Fixed Income Funds & AIFs) and direct co-investing in Early-
stage to Mid-Stage companies (VC & PE)
• A well-established Real Estate Development business in Mumbai (India) with excellent track record in delivery of landmark and
premium quality projects.
JOB DESCRIPTION
Department: Investments
Location: Dubai
Job Title: Senior Manager – Investments
Reports to: Promoters / Management
Job Summary
The role requires a deep immersion in a variety of financial functions, with responsibilities spanning the investment analysis & decision-making support, transaction execution & advisory, Periodic MIS & Analytics Reports, Cashflow control & planning, Risk
Analysis, and engaging in timely discussions with Management to facilitate decision-making. Additionally, the position involves coordinating with banks, wealth managers, and funds for executing transactions, reconciliation, and recommending essential
measures for wealth and return optimization.
The Group is actively looking for investible opportunities in businesses / financial instruments in various geographies to earn
risk-adjusted returns. If you've honed your skills as an investment advisor, profit analyst, or fixed income analyst within the
realms of a Single/Multi Family Office or a Private Bank/Wealth Manager, here's your chance to seize a new and exciting
opportunity. This role is part of a lean team and is responsible for working closely with the Promoters.
Qualifications and Experience
• 8+ years of relevant experience in investments/wealth management industry with exposure in international markets.
• Qualified as MBA/CA/CFA or equivalent degree in finance.
• Expertise of market instruments such as bonds, derivatives, structured products, money market instruments etc.
• Proficient in Microsoft Excel for portfolio tracking and analysis.
• Management Reporting & Presentation.
• Strong negotiation and communication skills to deal with bankers/wealth-managers.
Key Skills
• Collaborative team leader and team player.
• Detail-oriented and meticulous in reading documents and financial management.
• Confident and adept at interpersonal communication.
• Skilled in multitasking and prioritization.
• Self-motivated and proactive, with ability to work independently.
The consortium of companies which is under the astute and professional management of Indian promoters who bring a wealth of
expertise and experience to the helm. The hands-on approach of the Indian promoters reflects a dedication to upholding the highest
standards of corporate governance, thus establishing a solid foundation for the success and longevity of the entire conglomerate.
The Group currently has:
• Independent and boutique Single Family Office (SFO) setup in Dubai for proprietary investing (including off - shore investments
in India and other countries)-
o Equity markets and Fixed Income (Bonds, Time Deposits) products
o Structured Products & Derivatives (incl. FCNs, CLNs etc.)
o Funds (Private Equity, Venture Capital, Mutual Funds, Fixed Income Funds & AIFs) and direct co-investing in Early-
stage to Mid-Stage companies (VC & PE)
• A well-established Real Estate Development business in Mumbai (India) with excellent track record in delivery of landmark and
premium quality projects.
JOB DESCRIPTION
Department: Investments
Location: Dubai
Job Title: Senior Manager – Investments
Reports to: Promoters / Management
Job Summary
The role requires a deep immersion in a variety of financial functions, with responsibilities spanning the investment analysis & decision-making support, transaction execution & advisory, Periodic MIS & Analytics Reports, Cashflow control & planning, Risk
Analysis, and engaging in timely discussions with Management to facilitate decision-making. Additionally, the position involves coordinating with banks, wealth managers, and funds for executing transactions, reconciliation, and recommending essential
measures for wealth and return optimization.
The Group is actively looking for investible opportunities in businesses / financial instruments in various geographies to earn
risk-adjusted returns. If you've honed your skills as an investment advisor, profit analyst, or fixed income analyst within the
realms of a Single/Multi Family Office or a Private Bank/Wealth Manager, here's your chance to seize a new and exciting
opportunity. This role is part of a lean team and is responsible for working closely with the Promoters.
Qualifications and Experience
• 8+ years of relevant experience in investments/wealth management industry with exposure in international markets.
• Qualified as MBA/CA/CFA or equivalent degree in finance.
• Expertise of market instruments such as bonds, derivatives, structured products, money market instruments etc.
• Proficient in Microsoft Excel for portfolio tracking and analysis.
• Management Reporting & Presentation.
• Strong negotiation and communication skills to deal with bankers/wealth-managers.
Key Skills
• Collaborative team leader and team player.
• Detail-oriented and meticulous in reading documents and financial management.
• Confident and adept at interpersonal communication.
• Skilled in multitasking and prioritization.
• Self-motivated and proactive, with ability to work independently.