Job Title: Senior Manager / Deputy General Manager – Finance-

Details:- The ideal candidate should be a CA and should have knowledge in handling investment portfolio and treasury management. The concerned person will be working very closely with the directors of the company and will be handling their portfolios.

Department: Finance
Location: Kolkata

Reports to: CEO/Director
Experience Required: Minimum 7 years post-qualification experience
Qualification: Chartered Accountant (CA)

Job Summary:

We are seeking an experienced and qualified finance professional to join our team as Sr. Manager / DGM – Finance. The ideal candidate will have a strong background in investment and portfolio management, with deep expertise in financial analysis, capital allocation, strategic investments, and stakeholder reporting. This role is critical in supporting the financial growth through intelligent capital deployment and performance monitoring of investment portfolios.

Key Responsibilities:

• Lead the end-to-end process of investment evaluation, including financial modeling, risk assessment, due diligence, and investment committee presentations.
• Manage and optimize the investment portfolio across asset classes (equity, debt, real estate, alternatives, etc.).
• Monitor portfolio performance, prepare investment dashboards, and regularly update senior management on key metrics.
• Identify new investment opportunities in line with corporate strategy and conduct feasibility studies.
• Support M&A transactions including valuation, financial structuring, and integration planning.
• Ensure compliance with internal policies, regulatory requirements (SEBI, RBI, etc.), and governance frameworks.
• Coordinate with external advisors, consultants, and financial institutions for investment execution and reporting.
• Collaborate with internal teams (legal, tax, accounting) for seamless deal closures and post-investment management.
• Assist in capital planning, budgeting, and long-term financial forecasting.
• Contribute to strategic initiatives, including fund-raising and investor relations.

Key Requirements:

• Qualified Chartered Accountant (CA) with a strong academic track record.
• Minimum of 7 years of relevant post-qualification experience, with at least 4+ years in investment and portfolio management.
• Strong financial modeling and analytical skills.
• Experience in M&A, private equity, venture capital, or corporate investment roles preferred.
• Sound knowledge of accounting standards, financial regulations, and compliance.
• Excellent communication, stakeholder management, and presentation skills.
• Proactive, strategic thinker with strong attention to detail and execution ability.