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Anshul Bhardwaj

Consultant at Michael Page

Last Login: 03 September 2022

Job Views:  
913
Applications:  216
Recruiter’s Activity:  82

Job Code

791892

Manager - Finance - Family Office - FinTech Bank

6 - 15 Years.Delhi NCR
Posted 4 years ago
Posted 4 years ago

About Our Client

Our client, one of the largest professional services firm globally is looking to expand their global capability support center in India.

This is a unique opportunity to work closely with a successful business leader and the family and to help them extend their reach and effect change through their personal investments.

Job Description :

Reporting to the Founder and Country Head of the organization, you will be responsible for :


- Active participation in developing and implementing the family office strategic investment and operational plan.

- Oversight of all family assets, including investment accounts, properties, trusts and other interests.

- Involvement in developing and overseeing the management and strategic development of the family office.

- Establish and maintain a financial and operating environment that is focused on ethical standards and the family's core values.

- Oversee preparation of financial statements, tax returns, and periodic portfolio reports.

- Liaise with the lawyers, trustees, accountants, real estate brokers and other external advisors.

- This is a sole contributor role working across all aspects of the Principal's personal wealth and assets. As the Senior Vice President of the Family Office you must have a broad depth of knowledge so as to identify potential issues and opportunities

- As part of the role, you will liaise with external professional service providers to address issues ranging from tax, asset allocation, legal and personal matters.

This is an individual contributor role

The Successful Applicant :

- The successful candidate will be a high impact professional who will be motivated by the mission and values of the Principal and the family.

- A Chartered Accountant or an MBA

- 6-8 years' prior experience as a finance research professional in investment banking space or private equity is highly preferred

- Well-developed investment and quantitative skills

- Expertise in financial, accounting and other technical areas

- Indisputable record of integrity.

- Strong in building internal control frameworks

- Must be able to engage multiple family members and generations

- Diverse skills (business, technical, communication, human resources)

- Excellent organizational skills and ability to prioritize workflow and manage multiple projects.

- Demonstrated experience in being flexible and resourceful within a complex and lean environment.

- Family office experience and exposure to real estate, tax and/or investment activities is a plus.

- High degree of intelligence

- Energy & passion

- Commercial mind-set

- Demonstrated confidence, maturity, and proactive nature

- Eagerness to learn and take on responsibility

- Ability to work well in a team-oriented environment

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Posted By

user_img

Anshul Bhardwaj

Consultant at Michael Page

Last Login: 03 September 2022

Job Views:  
913
Applications:  216
Recruiter’s Activity:  82

Job Code

791892

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