Head - Family Office

Head Family Office (Legacy Conglomerate)

Client:

Job Overview

The Family Business Associate is responsible for managing and overseeing daily operations, Complete Portfolio Management, contributing to strategic planning, and supporting long-term growth. The role involves working closely with family members, managing relationships, and ensuring the alignment of business goals with family values.

Job Role:

- Supporting the Chairman in managing a diversified portfolio & Complete Portfolio Management Conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure.

- Facilitating investment-related communications with top private banks.

- Managed a diversified portfolio of private equity fund investments for the family office across sectors.

- Set up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities.

- Make asset allocation decisions & invest across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers

- Responsible for advising Promoter on overall fund (Public Market) and on assigned sectors BFSI, Consumer and small & mid-caps

- Generate new ideas, evaluate them based on checklist and recommend the same to investment committee

- Meet Sr management to understand business, perform financial due diligence (Detailed Financial Model) and check on the ground business scenario through primary research

- Led negotiations with General Partners in Private Equity funds to optimize returns and align interests.

Financial Oversight:

- Monitor budgets, financial performance, and profitability.

- Collaborate with accountants or finance teams to ensure accurate reporting.

- Identify cost-saving and efficiency improvement opportunities.

Relationship Management:

- Maintain positive relationships with employees, clients, and stakeholders.

- Resolve conflicts within the family or business amicably.

- Uphold and promote family values in all business dealing.

Skills / Qualification:

- Minimum 15 years+ of experience in Finance, Equity Market, specializing in investment management and financial analysis across various markets, including India and the UAE.

- The candidate needs to have deep sectoral knowledge on commodity sector.

- Need to have fair understanding the pulse of its commodity segment.

- The ideal candidate should strong analytical mindset, a deep passion for investing

- MBA in Finance, CA or CFA or similar certifications preferred.

- Strong understanding of financial modelling, valuation techniques, and market analysis.

- Experience interacting with senior management, clients, and institutional investors