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07/03 Bhavna Mehra
Director at B Placed Pvt Ltd

Views:1561 Applications:228 Rec. Actions:Recruiter Actions:164

Head - Family Office - Investment Portfolios - CA/CFA/IIM/ISB/FMS/MDI (15-25 yrs)

Delhi NCR Job Code: 1059191

Head of Family Office.

Reporting to the Promoter.

Roles & Responsibilities :

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

- Implement investment management policies and risk profiles.

- Provide update to date advice on investment strategies.

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

- Enhance the risk management function; continue to identify and communicate risk areas and control gaps as well as develop well thought through and practical solutions

- Review the performance of investments and participate into investment decision and portfolio analysis

- Work with third parties to review and monitor tax issues

- Perform treasury function for Chairman's private assets, such as cash management and cash flow forecast

- Prepare financial statements and liaise with bankers/consultants/stakeholders/auditors etc.

Requirements :

- Education in Finance, Investment, Economics or related disciplines. MBA from a tier I institute/CA/CFA.

- A minimum of 15 years of relevant experience, preferably gained in top large Indian corporate family offices/investment banks

- Strong experience in developing risk management policies and procedures.

- Excellent communication skills

- Outstanding thinking, analytical and judgment skills

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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