General Manager/Assistant General Manager - Finance - Family Office

Overview

Key Responsibilities

• Oversight of Family Trust and Family Holding Companies financial portfolio including cash flows, tax planning, investments, and trusts
• Ensure accurate, timely financial reporting and compliance for personal entities
  

Corporate Oversight

• Monitor and manage the finances of group companies and special purpose vehicles (SPVs)
• Liaise with auditors, company secretaries, legal teams, and business heads on financial structuring and reporting
• Ensure statutory and regulatory compliance across companies
  

Investment Management

• Evaluate new investment opportunities and perform due diligence
• Track performance of ongoing investments across sectors and geographies
• Maintain MIS dashboards for investments and group holdings
  

Compliance & Governance

• Ensure compliance with corporate and personal tax regulations, RBI/FEMA guidelines, and Companies Act provisions
• Support Board/Shareholder meetings and maintain statutory records
  

Stakeholder Coordination

• Coordinate with bankers, consultants, and financial institutions on behalf of the Family Office
• Interface with internal teams, advisors, and partners on transactions and financial matters
  

Ideal Candidate Profile

• Qualified Chartered Accountant (CA) with 8-10 years of post-qualification experience
• Company Secretary (CS) qualification (foundation or complete) is preferred
• Experience working in family offices, high-net-worth individual (HNI) portfolios, or conglomerates
• Strong understanding of corporate finance, investment structuring, taxation, and compliance
• High level of integrity, discretion, and confidentiality
• Excellent communication and stakeholder management skills
  

Work Environment

• Work from office - 5 days working at Nehru Place, New Delhi
• Fast-paced and highly trusted role with access to confidential financial matters
• Directly reporting and working closely with top leadership and legal/finance teams