Chokhani Group - Finance Manager - Family Office - Investment & Portfolio

Finance Manager - Family Office (Investment & Portfolio Management) - AI Enabled

Location: Mumbai

Experience: 3-5 Years

Joining: Immediate Preferred

About Chokhani Group:

Chokhani Group of Companies is a legacy-driven, multi-sector conglomerate with a distinguished footprint across: Pharmaceuticals - Poultry Feed Supplements - Corporate Finance - Infrastructure - Technology - Farming - Warehousing With decades of enterprise heritage, we are now expanding our Family Office and NBFC verticals - building a forward-looking financial ecosystem driven by innovation, discipline, and long-term value creation.

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Role Overview:

We are seeking a high-caliber Finance Manager to lead the Family Office's investment and portfolio management function. This is a strategic, growth-oriented role for professionals who are driven by learning, ownership, and long-term wealth creation - beyond just compensation.

The incumbent will manage and scale the family office portfolio across diverse asset classes, structure new investment products, and play a pivotal role in NBFC product innovation and capital strategy.

Key Responsibilities:

Investment Management:

• Manage a multi-asset portfolio spanning Equity, Debt, Real Estate, REITs, InvITs, Private Equity, and Structured Products.

• Conduct rigorous financial, risk, and valuation analysis of existing and prospective instruments.

• Build and maintain relationships with fund managers, wealth advisors, and institutional partners for deal sourcing and performance reviews.

• Oversee fund flows, cash deployment, liquidity management, and portfolio diversification.

Strategy & Product Development:

• Identify, structure, and launch innovative investment instruments to strengthen the family office's financial ecosystem.

• Drive the design of new NBFC products, bonds, and structured notes aligned with capital efficiency goals.

• Partner with external advisors on compliance, taxation, and fund structuring strategies.

Portfolio Monitoring & Reporting:

• Deliver regular performance analytics, benchmarked against relevant market indices.

• Build executive dashboards to track asset allocation, NAV movement, IRR, and risk-adjusted returns.

Governance & Compliance

• Ensure full adherence to RBI, SEBI, FEMA, and other regulatory frameworks.

• Monitor operational, credit, and risk metrics across NBFC and allied entities.

Qualifications & Experience:

Education (Preferred):

• Chartered Accountant (CA), CFA (India / Global), or MBA (Finance / Investments)

• Alternative: Degree in Mathematics, Engineering, or Computer Science with strong finance exposure

Experience:

• 3-5 years in investment management, corporate finance, family office, or NBFC treasury functions

• Hands-on exposure to alternative investments (AIFs, REITs, InvITs, PE) and portfolio analytics

• Strong command of financial modeling, valuation, and market due diligence

Core Skills & Competencies:

• Sharp analytical and quantitative acumen

• Proficiency in financial modelling tools and investment platforms

• Established network of fund managers and product specialists

• Excellent written and verbal communication skills

• High integrity, ownership, and discretion in managing sensitive financial information .