Associate Director – Private Wealth/Private Equity – IPC Firm

iTaap; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

A leading investment firm in Mumbai is looking for an Associate Director to manage private wealth and private equity strategies. The role requires expertise in financial modeling and real estate investment, along with 5-10 years of related experience. The ideal candidate will engage with clients, identify market trends, and lead negotiations for optimal outcomes. A Post Graduate/MBA in Finance or related field is preferred. Competitive remuneration and growth opportunities await.

Qualifications

• 5-10 years of experience in private equity, investment banking, or real estate investments.
• Expertise in financial modeling and structuring real estate transactions.
• Strong understanding of global real estate markets.

Responsibilities

• Develop and implement real estate investment strategies tailored to market trends.
• Lead deal structuring, negotiations, and execution processes.
• Cultivate relationships with institutional investors and family offices.

Skills

Financial modeling

Valuation

Negotiation

Interpersonal skills

Market analysis

Education

Post Graduate/MBA in Finance, Economics, Real Estate

Tools

Excel

PowerPoint

CRM platforms

Job description

Associate Director – Private Wealth/Private Equity

Key Responsibilities

• Investment Strategy & Execution: Develop and implement real estate investment strategies tailored to market trends and client objectives.
• Investment Strategy & Execution: Identify, analyze, and execute private equity opportunities across commercial, residential, and mixed-use properties.
• Investment Strategy & Execution: Lead deal structuring, negotiations, and execution processes, ensuring optimal outcomes for clients and stakeholders.
• Financial Analysis & Modelling: Conduct in-depth financial modeling and valuation analysis for potential investment opportunities.
• Financial Analysis & Modelling: Perform sensitivity analysis and evaluate risk-adjusted returns for diverse asset classes.
• Financial Analysis & Modelling: Prepare investment memos and presentations for internal and external stakeholders.
• Market Research & Deal Origination: Research and analyze global real estate markets to identify emerging trends and opportunities.
• Market Research & Deal Origination: Build and maintain a robust pipeline of investment opportunities through industry connections and market intelligence.
• Portfolio Management: Oversee the performance of real estate investment portfolios, ensuring alignment with financial and strategic objectives.
• Portfolio Management: Collaborate with asset managers to optimize returns and manage risks effectively.
• Portfolio Management: Prepare regular reports and updates for investors on portfolio performance and market conditions.
• Client & Stakeholder Engagement: Cultivate relationships with institutional investors, family offices, and private equity firms.
• Client & Stakeholder Engagement: Serve as the primary point of contact for clients, providing insights and updates on their investments.
• Client & Stakeholder Engagement: Represent the firm at industry events, conferences, and networking opportunities.

Qualifications & Skills

• Post Graduate/MBA in Finance, Economics, Real Estate, or a related field (MBA or CFA preferred).
• 5-10 years of experience in private equity, investment banking, or real estate investments.
• Expertise in financial modeling, valuation, and structuring real estate transactions.
• Strong understanding of global real estate markets and private equity frameworks.
• Proven track record of successful deal origination and execution.
• Exceptional analytical, negotiation, and interpersonal skills.
• Proficiency in tools like Excel, PowerPoint, and CRM platforms.