Director and Investment Advisor

Website RateGain

One of the world’s largest processors of hotel bookings, pricing intelligence, and customer travel-intent, RateGain today provides SaaS solutions for travel and hospitality helping them accelerate revenue generation through acquisition, retention, and wallet share expansion.

About The Job


  • An exciting opportunity for investment professionals with a Noida-based family office – the family office manages the wealth of Mr Bhanu Chopra, Founder of Rategain.
  • RateGain is a leading travel technology company providing solutions to the travel and hospitality industry and has been profiled by Credit Suisse among 100 Unicorns in India.
  • The company is listed on NSE.
  • The family office invests in a wide range of asset classes including public and private equity, bonds, structured credit, and other alternate investments in India and abroad.
  • We are looking to appoint an experienced and highly credible leader to manage and run the family office with complete accountability.

Job Description:

  • Structuring family office to attain long-term goals
  • Strategic and operational planning for investments
  • Evaluating potential investments (private as well as public market) covering all aspects of risk
  • End-to-end investment execution including negotiation with counterparties and coordination with third-party advisors for due diligence and documentation
  • Preparing detailed Investment notes for approval by the Investment Committee.
  • Building a perspective on macro trends that may impact investments
  • Developing and maintaining relationships with wealth managers and investee companies
  • Active monitoring of portfolio health

Competencies (Technical & Soft Skills):

  • Strong leadership and interpersonal communication skills
  • In-depth understanding of various asset classes
  • Solid research capability and investment research experience
  • Strong financial modeling and analytical skills
  • Detail-oriented with good communication and presentation skills

Qualification Summary:

  • Minimum 10-15 years experience, preferably in family office management, wealth management, consulting
    CA/ CFA or MBA from a highly regarded b-school”

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