Head Of Investment

Key Responsibilities

• Develop and execute the organization's investment strategy, asset allocation framework, and capital deployment plans.
• Provide strategic oversight of portfolio construction, investment performance, liquidity management, and risk-adjusted returns.
• Lead securities brokerage and trading operations while ensuring execution excellence, strong governance, and regulatory compliance.
• Direct investment research, financial modelling, valuations, due diligence, and market intelligence to support sound investment decisions.
• Oversee investment governance, risk management, and compliance with CMA, NSE, CDSC, AML/CFT, and corporate governance requirements.
• Drive growth in Assets Under Management (AUM), brokerage revenue, investment management fees, advisory income, and institutional mandates while strengthening relationships with investors and strategic partners.
• Lead, mentor, and develop Portfolio Managers, Securities Dealers, Stockbrokers, and Investment Analysts to build a high-performing investment team.

Qualifications & Experience

• Bachelor's Degree in Finance, Accounting, Economics, Investment Management, Commerce, Business Administration, or a related discipline.
• Master's Degree in Finance, Investment Management, Economics, MBA, Financial Engineering, or a related field is an added advantage.
• CPA (K) or an equivalent professional accounting qualification is highly preferred.
• CFA Charterholder or an equivalent internationally recognized investment qualification.
• Relevant regulatory approvals or certifications applicable to licensed securities and investment activities.
• Minimum 10 years' progressive experience in investment management or financial services.
• At least 5 years' senior leadership experience within the securities or capital markets industry.
• Proven expertise in portfolio management, securities trading, investment banking, fund management, corporate finance, investment advisory, financial modelling, valuation, and investment risk management.

Skills Required:

• Accounting / Finance
• Sales / Marketing / Business / Management