Key Responsibilities:
- Portfolio Management: Monitor, track, and manage the family office’s public market exposures, including equities, bonds, FX, and bullion trades.
- Execution of Trades: Act as the bridge between the family office and external private banks, executing trades and ensuring seamless management of positions.
- Position Monitoring: Maintain up-to-date knowledge of portfolio positions, market movements, and the performance of the assets under management.
- Private Credit Support: Provide support to Anshul on the private credit side, helping to identify, evaluate, and manage private credit investments.
- Market Insights & Analysis: Analyze market trends and developments, providing recommendations on entry and exit strategies to optimize portfolio performance.
- Collaboration with External Asset Managers: Work closely with external asset managers to ensure efficient and transparent management of assets across various channels and markets.
- Relationship Management: Maintain strong relationships with external banks, brokers, and asset managers, ensuring smooth communication and coordination on all transactions.