Family Office Role - Investments/Tax & Advisory

Family Office - Investments, Tax & Advisory | Mumbai

Industry - Real Estate / Property

Category - Finance

Job Type - Permanent

Description - As Head - Family Office, you would be managing investments and succession planning for the promoter family, specialising in investment strategies, tax saving and identifying M&A opportunities.

Client Details :

Our client is an Indian promoter family with business interests in several industries and a well-known brand name in the market.

Description:

As Head - Family Office, you would be working closely with promoter's office. Your key responsibilities would be:

1. Succession & Tax , Wealth Management, Lifestyle Management, Entity management

2. Manage the overall investment portfolios and operation of the family office

3. Build and maintain a detailed audit of core systems and data assets that are held in these systems

4. Forecast the change in financial market and the family office's market position

5. Lead the equity investments of the entire group in portfolio companies

6. Provide update to date advice on investment strategies

7. Play a crucial role in the overall Strategy at the group level

8. Analyse and evaluate potential investment opportunities as well as the overall investment strategy

9. Develop a complete understanding of an emerging company by evaluating its market opportunity, competition, product, sales and growth, operations, financial statements and projections, management strength, equity needs, and capital structure

Profile:

As the ideal candidate, you are a CA / MBA Finance with 8+ years of experience in PE / VC with good experience in capital markets / debt / currencies / real estate. Candidates should currently be working in Wealth advisory, VC or managing family office for promoter's office.

Job Offer:

Work directly with promoter and Strategy Head for investments and special projects.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Udit Bhojani on +91 (0) 22 4236 3318.

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