Chief Financial Officer - CA

About the Organization:

Optimus Capital (formerly Navatris Investments) is a boutique family investment firm of Dr D Srinivasa Reddy, who is also the founder and chairperson of a leading pharmaceutical group - Optimus.

Packed with unmatched experience and extensive knowledge of running a successful pharma group has stepped into the financial world with a commitment to support start-ups and businesses.

We are a diversified Family Office with strategic investments across Real Estate, Debt & Structured Finance, NBFCs, Listed & Unlisted Equities (Domestic and Offshore), Special Situations, Renewable Energy, Defence, and Banking. The firm is now looking for a seasoned Chief Financial Officer (CFO) to lead the financial strategy, governance, cost controls, structuring, and global investment execution in line with the family's long-term vision.

Key Responsibilities:

Strategic Financial Leadership

- Develop and execute the overall financial strategy aligned with the Family Office's vision.

- Structure and oversee onshore and offshore investment vehicles to optimize returns and manage risks across jurisdictions.

- Provide strategic inputs on capital allocation, new investment opportunities, and global acquisitions or partnerships.

Investment Oversight & Asset Allocation

- Oversee financial performance across Real Estate, Private Credit, Debt Funds, NBFCs, Equities (listed/unlisted), Renewable Energy, and Special Situation investments.

- Lead due diligence, structuring, and execution of complex investment transactions.

- Monitor portfolio performance, track NAVs, and generate consolidated MIS across asset classes.

Family Office Structuring & Governance

- Architect and implement best-in-class Family Office structuring for succession planning, tax efficiency, and regulatory compliance.

- Establish governance frameworks, reporting protocols, and risk management systems tailored to family objectives.

- Liaise with legal, tax, and advisory teams to ensure full regulatory adherence across all geographies.

Cost Control & Operational Efficiency

- Drive cost optimization and financial discipline across operational and investment entities.

- Identify and implement financial controls to mitigate leakage and improve returns.

MIS, Reporting & Analytics

- Design and deliver high-quality MIS dashboards with real-time analytics on investment performance, risk exposure, and capital deployment.

- Present reports and financial models to stakeholders with clarity and actionable insights.

Treasury & Cash Flow Management

- Manage treasury functions, liquidity planning, and working capital optimization.

- Ensure optimal deployment of idle capital through tactical opportunities.

Global Expansion & Strategic Partnerships

- Evaluate and support cross-border acquisitions, JV structuring, and alliances in sectors like Defence, Renewables, and Infrastructure.

- Collaborate with global partners, banks, and institutions for fundraising and co-investment strategies.

Desired Candidate Profile:

- Chartered Accountant (CA) from a top-tier institution.

- 15+ years of progressive experience in investment management, corporate finance, or family office environments.

- Strong domain knowledge in financial structuring, capital markets, fund management, and cross-border regulations.

- Hands-on exposure to Real Estate, Alternative Investments, Defence or Renewable sectors is an advantage.

- Strong analytical mindset, leadership, and stakeholder management capabilities.

Personal Attributes:

- Strategic thinker with a deep understanding of wealth preservation and growth.

- High integrity and discretion in handling confidential family matters.

- Ability to navigate ambiguity and work independently in a fast-evolving investment landscape.