Posted By
Posted in
Banking & Finance
Job Code
1416737
- To work with Senior Leadership team of Family Office to set and refine strategic agenda for the Family Office.
- Given the strategic agenda, ensure rigorous governance by conducting regular check-ins, supporting conduct of quarterly, half yearly and annual discussions happening during various Family forum.
-To maintain MIS of consolidated family wealth, its valuation.
-To Prepare Various Family Forum Dashboards and PPT for regular updates to family member in various forums and otherwise.
-Internally contributed to team building activities within Chairman's office and strengthen systems, processes & collaboration
-Building relationship with Key BUs and Chairman Office for ensuring
-To liaison with various external partners like Tax consultant, CATO office, ABEX for keeping update on matters affect Family wealth and governance.
-To overview finalization of financial statements/tax filing of entities within Family Office purview.
-Work on various other matters like Automation of reporting, adhering to various SOPs and all matters relevant for family office governance, control and reporting etc
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Posted By
Posted in
Banking & Finance
Job Code
1416737