General Manager – Family Business – Commodity Sector – CA / CFA

Overview

Role : General Manager – Family Business

Location : Dubai

Responsibilities

• Supporting the Chairman in managing a diversified portfolio & Complete Portfolio Management; Conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure; Facilitating investment related communications with top private banks.
• Managed a diversified portfolio of private equity fund investments for the family office across sectors.
• Set up a good working relationship with asset management companies, dealers, brokers, banks / advisors for both domestic and international opportunities.
• Make asset allocation decisions & invest across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers.
• Responsible for advising Promoter on overall fund (Public Market) and on assigned sectors – BFSI, Consumer and small & mid-caps.
• Generate new ideas, evaluate them based on checklist and recommend the same to investment committee.
• Meet Senior Management to understand business, perform financial due diligence (Detailed Financial Model) and check on the ground business scenario through primary research.
• Led negotiations with General Partners in Private Equity funds to optimize returns and align interests.
• Financial Oversight : Monitor budgets, financial performance, and profitability. Collaborate with accountants or finance teams to ensure accurate reporting. Identify cost-saving and efficiency improvement opportunities.
• Relationship Management : Maintain positive relationships with employees, clients, and stakeholders. Resolve conflicts within the family or business amicably. Uphold and promote family values in all business dealing

Educational Qualification / Work Experience & Skills

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