Manager/Senior Manager-Investment

Bla Projects; Kolkata District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Bla Projects in Kolkata, India, is seeking an experienced Investment Manager to design and oversee the family's investment program across listed equities, fixed income, funds, PMS/AIFs, private equity, and real estate. The role requires deep research, governance, and active oversight of relationships with banks, wealth managers, and advisers.

The successful candidate will formalize reporting and MIS, coordinate with trustees and auditors, and ensure regulatory compliance, while driving prudent

Qualifications

• Design and implement investment strategy across asset classes.
• Conduct independent fundamental research on companies and sectors.
• Monitor portfolio performance and rebalance per risk and liquidity.
• Evaluate new investment opportunities including direct deals and co-investments.
• Oversee broking, custodian, and advisory relationships.

Responsibilities

• Oversee day-to-day family office administration with consolidated asset reporting.
• Coordinate with trustees to align investments with long-term objectives.
• Manage estate planning matters with legal counsel.
• Maintain confidential financial records and net-worth statements.
• Liaise with tax advisors, auditors, and regulators on compliance.

Job description

Role & responsibilities:

1. Investment Management

• Design, implement, and manage the group's and family's investment strategy across listed equities, fixed income, mutual funds, PMS/AIFs, private equity, and real estate.
• Conduct independent fundamental research on companies and sectors (financials, business quality, governance, red-flag analysis) to support investment decisions.
• Monitor portfolio performance against benchmarks; rebalance allocations in line with risk appetite, liquidity needs, and market conditions.
• Evaluate new investment opportunities, including direct deals, pre-IPO placements, and co-investment opportunities sourced through the family's network.
• Maintain oversight of broking, custodian, and advisory relationships (banks, PMS managers, wealth managers, mutual fund houses).

2. Family Office Operations

• Oversee the day-to-day administration of the family office, including consolidated reporting of assets across entities, trusts, and individual holdings.
• Work closely with the family trust's trustees and protector to ensure investment and distribution decisions align with the trust deed and family's long-term objectives.
• Coordinate estate planning matters, including periodic review of the Will, trust structures, and succession framework, in consultation with legal counsel.
• Manage confidential family financial records, asset registers, and net-worth statements.
• Liaise with external tax advisors, auditors, and legal counsel on structuring, compliance, and regulatory matters (FEMA, SEBI, Income Tax, Companies Act as applicable).

3. Treasury & Banking

• Manage banking relationships for the corporate holding entity, including credit facilities, cash management, and fund deployment.
• Optimize liquidity across the group to balance investment opportunities against working capital needs of operating businesses.
• Negotiate terms with banks and financial institutions on lending, guarantees, and other treasury products.

4. Reporting & Governance

• Prepare periodic (monthly/quarterly) investment and net-worth reports for the family and the Board, covering performance, risk exposure, and market outlook.
• Maintain robust MIS and dashboards for real-time visibility into portfolio composition and performance.
• Ensure compliance with all applicable regulatory, tax, and corporate governance requirements relevant to the holding entity and investment vehicles.
• Support Board and family meetings with data-driven insights and recommendations.

5. Stakeholder & Relationship Management

• Serve as the primary point of contact for external wealth managers, private bankers, fund managers, and institutional relationship managers.
• Build and maintain relationships with investment bankers, deal originators, and industry contacts to source proprietary opportunities.
• Represent the family office professionally in interactions with advisors, regulators, and co-investors.