About the role
Position Name - Principal Officer
Location - Gift City,Gandhinagar
Experience Range - 4+ yrs
Mandatory Requirement:
- Looking for a dynamic and experienced Principal Officer for a Category I AIF based in GIFT City, Gandhinagar.
- The candidate will be responsible for managing regulatory, investment, and portfolio management activities for the outbound fund while ensuring compliance with IFSCA and SEBI regulations.
- Will oversee end-to-end fund operations, portfolio management, investment evaluation, execution, monitoring, reporting, and regulatory compliances.
About the client:
Company is venture capital platform managing multi-million-dollar investments across early-stage SaaS and AI-driven startups in the India–US corridor.
Job Roles and Responsibilities:
- Manage end-to-end operations and compliance of the Category I AIF in line with IFSCA regulations.
- Oversee portfolio management activities including investment evaluation, execution, monitoring, and reporting.
- Conduct investment research, financial analysis, and due diligence for outbound/global investment opportunities.
- Monitor portfolio performance, risk exposure, liquidity, and asset allocation strategies.
- Coordinate with custodians, fund administrators, auditors, legal advisors, and banking partners.
- Ensure timely regulatory filings, investor reporting, NAV review, and compliance documentation.
- Support fundraising, investor relations, and onboarding of global investors/LPs.
- Prepare investment committee notes, MIS reports, and portfolio updates for management.
- Track global market trends, macroeconomic developments, and sector opportunities.
- Ensure adherence to governance, AML/KYC, FEMA, and cross-border investment regulations.
Qualification and Experience:
- Minimum 5 years of experience in AIF, PMS, Fund Management, Wealth Management, or Investment Advisory.
- Strong understanding of IFSCA, SEBI AIF Regulations, FEMA, and offshore fund structures.
- Experience in portfolio management and investment monitoring is mandatory.
- Exposure to outbound/global investment transactions will be preferred.
- Strong analytical, financial modelling, and reporting skills.
- Excellent stakeholder management and communication skills.
- CA / CFA / MBA Finance / FRM or equivalent qualification.
- Experience working with Category I or offshore funds will be an added advantage.