Wealth-Specialist Strategic Investments
MumbaiFull-time5–7 yrsPosted 1 week ago
Senior finance role at Hdfc Bank in Mumbai. Needs 5–7 years and a B.Com, CA or MBA.
About the role
The Strategic Investments team invests Bank’s money in equity instruments of unlisted companies and Alternate Investment Funds (AIFs) for mid-long term financial gains and strategic purposes. The team manages a large investment portfolio of over 60 companies and 36 AIFs.
What you'll do
- Analyze and evaluate investments in unlisted companies and AIFs, including incremental investments or divestments, based on business/industry trends
- Prepare executive summaries and detailed investment notes for Investment Committee review
- Execute approved investments, including drafting terms, agreements, understanding compliance, leading due diligence (financial, tax, legal)
- Maintain records for each investment/divestment
- Conduct quarterly portfolio management for investee companies and AIFs, monitoring performance, tracking fund raises/exits, computing IRR
What you need
- Financial modelling
- Market risk
- Excel
- Compliance
- PowerPoint
- Portfolio management
Good to have
- Cross-selling
- Due diligence
- FEMA
- HTML