Family Office Management Role - Manufacturing Firm - CA

Responsibility:

- End-to-end management of family office

- Manage family trusts and legacy planning.

- Create a comprehensive fund allocation strategy in line with the financial planning, cash management and risk appetite.

- Manage external wealth managers and vet their investment vehicles and recommendation.

- Lead an internal team of analysts to identify debt and equity instruments to invest in

- Find and analyse alternative investment opportunities.

- Develop and maintain relationships with all portfolio companies and fund houses at a working and senior management level.

- Continuously monitor holdings and prepare intuitive reports that give a wholistic view of the portfolio performance.

- Maintain and Management asset allocation in line with IPS and annual planning to ensure risk-profile based risk-reward is considered whilst taking decision.

- Provide Research based recommendations to management to finalize deployment on a timely basis to take advantage of market movements. Advisor feedback must be taken and presented along-side the recommendations.

- Work with advisors to ensure that deployments are done as per their recommendations and post our review and understanding the of the rationale and in line with IPS

- Work with stakeholders in treasury (banking team) and family office accounting team to understand cash flows and plan deployment accordingly while accounting for exigencies.