Chief Operating Officer

The Chief Operating Officer (COO) will be responsible for overseeing private credit, real estate, debt syndication, and business development, as well as managing the investment cycle across public, private, and global markets. The role involves handling debt and equity transactions, capital market transactions, and demonstrating strong knowledge in project finance. Additionally, the COO will spearhead legal activities, act as the single point of contact (SPOC) for legal teams, procure legal advice, prepare and review documents, and oversee legal documentation and agreements. Furthermore, the COO will manage accounting operations, prepare financial statements, ensure periodic statutory and regulatory compliances, coordinate annual business plans for individual business units and the group, and provide insights to the Managing Director through periodic MIS/dashboards. Developing and monitoring financial plans and budgets, maintaining relationships with auditors and banks, liaising with stakeholders and financial institutions, analyzing project opportunities, engaging with the investment ecosystem, and leading end-to-end execution of mandates are also key responsibilities. In addition to monitoring office operations for efficiency, the COO will lead advisory teams, counsels, and consultants, conduct research, coordinate feasibility studies, presentations, reports, and briefings. The ideal candidate should possess expertise in investment management, financial operations, accounting, financial planning and analysis, legal and tax knowledge, banking operations, audit review, risk and operational management, leadership, strategic thinking, adaptability, technical skills, family dynamics understanding, effective communication, collaboration, policy development, regulatory compliance, and contract negotiation. Qualifications & Experience Required: - CA/ICWA/CS & MBA is a plus. - 15+ years of experience in a senior operational leadership role, preferably in wealth management or financial services. - Proven track record of successfully managing operations and driving business growth. - Strong financial acumen, budgeting, and financial planning experience. - Ability to collaborate with diverse stakeholders, including family members, employees, and clients. - Experience in family office or family-owned businesses is advantageous. Key Skills: financial planning, investment, leadership,