Job Title

Our client, a Bangalore-based family office, is looking for a seasoned investment professional to work closely with the family in leading the development and execution of their investment portfolio across both listed equities and alternative assets. The role also carries a strong mandate to bring structure and institutional discipline to the family office, including building scalable systems and processes as the platform continues to grow. Responsibilities include: Drive the investment strategy for the family office emphasising listed equities across sectors, while integrating private equity and alternative assets with a cohesive portfolio-level view Bring organisational structure and operational rigour to the family office — establish clear investment frameworks, governance processes, reporting standards, and team workflows that enable the office to function with institutional-grade efficiency Lead meaningful research into sectors of interest, formulate investment theses, and track market data and trends to generate actionable insights — with the ability to shift seamlessly between granular, deep-dive analysis and high-level strategic perspective Lead an investment team of 5–6 people in due diligence efforts and assist in post-investment engagement with portfolio companies where required Ideate and implement strategies for capital allocation and liquidity management, with a target to deliver 18–20% annualised returns Engage actively with the investment ecosystem — across both listed equities and private equity — and cultivate a curated network of founders, fund managers, advisors, and sector specialists relevant to the firm's thesis; demonstrated ability to source proprietary deal flow will be a strong differentiator JOB SPECIFICATIONS 12–15 years of prior experience working in a PMS fund, mutual fund, family office, or a late-stage private equity fund Strong domain knowledge across both listed and unlisted asset classes, with fluency in the distinct dynamics, due diligence frameworks, and valuation approaches applicable to each Excellent communication skills and the ability to work collaboratively alongside the existing team and present clearly to the principal Demonstrated ability to see the bigger picture and help position the firm strongly within its spheres of focus MUST-HAVE ATTRIBUTES Comfort operating in unstructured environments — and the instinct to bring structure where it is lacking Clarity of thinking: the ability to synthesise complexity into clear, well-reasoned perspectives and decisions Strong leadership skills: capable of managing and developing a small team while maintaining high standards of output Deep domain knowledge spanning both listed and unlisted investment spaces Well-networked within the relevant ecosystem — across founders, fund managers, advisors, and sector experts — with the ability to source proprietary opportunities through relationships Analytical depth combined with strategic breadth: equally comfortable in a detailed financial model and in a high-level portfolio review conversation