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Investment & Treasury Manager

Surjagad Group · All India

📅 05/08/2026
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Job Title Investment & Treasury Manager Qualification * MBA (Finance) Mandatory * CFA Level II / CFA Charterholder Preferred * NISM Certifications Preferred Experience * 56 years of experience in Investment Banking, Equity Research, Asset Management, Wealth Management, Corporate Treasury, Family Office, or Capital Markets. Key Responsibilities * Develop and execute the companys investment strategy. * Identify investment opportunities in India and international markets. * Analyze stocks, mutual funds, bonds, ETFs, gold, and other investment products. * Support international funding and capital-raising opportunities. * Track global financial markets and economic trends. * Evaluate cryptocurrency and blockchain investments with regulatory awareness. * Manage treasury operations and surplus funds. * Prepare investment reports, portfolio reviews, and risk analysis. * Advise promoters on long-term wealth creation and capital allocation. Required Skills * Indian & Global Stock Markets * Portfolio & Wealth Management * Corporate Treasury * International Investments * Financial Modelling & Valuation * Risk Management * Asset Allocation * Cryptocurrency & Blockchain Knowledge * Excel & Financial Analysis * Strong Presentation & Communication Skills Compensation: 40,000.00 - 50,000.00 per month Work Location: In person .
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