Finance - Family Office

Description

About Business:

Adani Group: Adani Group is a diversified organisation in India comprising 10 publicly traded companies. It has created a world class logistics and utility infrastructure portfolio that has a pan-India presence. Adani Group is headquartered in Ahmedabad, in the state of Gujarat, India. Over the years, Adani Group has positioned itself to be the market leader in its logistics and energy businesses focusing on large scale infrastructure development in India with O & M practices benchmarked to global standards. With four IG rated businesses, it is the only Infrastructure Investment Grade issuer in India.

AEL Corporate Services (AEL CS): AEL Corporate Services plays a pivotal role in managing essential corporate functions such as finance, legal, insurance, and secretarial services at a group level for all Adani business units. By centralizing these critical operations, AEL CS ensures efficiency, standardization, and strategic alignment across the conglomerate. Its expertise in risk management, governance, and financial stewardship supports the Group's dynamic growth while maintaining compliance with global standards. Through innovation and a commitment to excellence, AEL CS underpins the Adani Group’s vision of sustainable value creation and nation-building.

JOB PURPOSE

This role is responsible for leading equity investment strategies by identifying, evaluating, and executing investment opportunities to maximize portfolio returns.

Responsibilities

Team Lead - Front Office Equity - E2

Equity Investment Strategy & Execution:

• Identify and evaluate equity investment opportunities aligned with portfolio objectives.
• Conduct market research, financial modeling, and due diligence on potential investments.
• Ensure execution of trades within risk parameters and return expectations.

Risk & Performance Management:

• Analyze investment risks and propose mitigation strategies.
• Monitor portfolio performance and suggest rebalancing strategies.
• Ensure compliance with internal investment policies and regulatory frameworks.

Industry Research & Networking:

• Build and maintain relationships with brokers, fund managers, and analysts.
• Stay updated on market trends, economic indicators, and investment opportunities.
• Provide insights and recommendations to optimize investment decisions.

KEY STAKEHOLDERS

Internal Stakeholders:

• Family office Leadership
• Group Founders and Family
• Investment committees
• Promoters
• Internal Advisors

External Stakeholders:

• External Brokers
• External Investment Analysts
• External Fund Managers
• Regulatory Authorities
• Government Authorities

Qualifications

Education Qualification:

CA / MBA Finance / CFA preferred.

Work Experience:

10+ years of experience in equity investments, portfolio management, and risk analysis.