About The Organization Optimus Capital (formerly Navatris Investments) is a boutique family investment firm of Dr D Srinivasa Reddy, who is also the founder and chairperson of a leading pharmaceutical group - Optimus. Packed with unmatched experience and extensive knowledge of running a successful pharma group has stepped into the financial world with a commitment to support start-ups and businesses. We are a diversified Family Office with strategic investments across Real Estate, Debt & Structured Finance, NBFCs, Listed & Unlisted Equities (Domestic and Offshore), Special Situations, Renewable Energy, Defence, and Banking. The firm is now looking for a seasoned Chief Financial Officer (CFO) to lead the financial strategy, governance, cost controls, structuring, and global investment execution in line with the family's long-term vision. Key Responsibilities Strategic Financial Leadership Develop and execute the overall financial strategy aligned with the Family Office's vision. Structure and oversee onshore and offshore investment vehicles to optimize returns and manage risks across jurisdictions. Provide strategic inputs on capital allocation, new investment opportunities, and global acquisitions or partnerships. Investment Oversight & Asset Allocation Oversee financial performance across Real Estate, Private Credit, Debt Funds, NBFCs, Equities (listed/unlisted), Renewable Energy, and Special Situation investments. Lead due diligence, structuring, and execution of complex investment transactions. Monitor portfolio performance, track NAVs, and generate consolidated MIS across asset classes. Family Office Structuring & Governance Architect and implement best-in-class Family Office structuring for succession planning, tax efficiency, and regulatory compliance. Establish governance frameworks, reporting protocols, and risk management systems tailored to family objectives. Liaise with legal, tax, and advisory teams to ensure full regulatory adherence across all geographies. Cost Control & Operational Efficiency Drive cost optimization and financial discipline across operational and investment entities. Identify and implement financial controls to mitigate leakage and improve returns. MIS, Reporting & Analytics Design and deliver high-quality MIS dashboards with real-time analytics on investment performance, risk exposure, and capital deployment. Present reports and financial models to stakeholders with clarity and actionable insights. Treasury & Cash Flow Management Manage treasury functions, liquidity planning, and working capital optimization. Ensure optimal deployment of idle capital through tactical opportunities. Global Expansion & Strategic Partnerships Evaluate and support cross-border acquisitions, JV structuring, and alliances in sectors like Defence, Renewables, and Infrastructure. Collaborate with global partners, banks, and institutions for fundraising and co-investment strategies. Desired Candidate Profile Chartered Accountant (CA) from a top-tier institution. 15+ years of progressive experience in investment management, corporate finance, or family office environments. Strong domain knowledge in financial structuring, capital markets, fund management, and cross-border regulations. Hands-on exposure to Real Estate, Alternative Investments, Defence or Renewable sectors is an advantage. Strong analytical mindset, leadership, and stakeholder management capabilities. Personal Attributes Strategic thinker with a deep understanding of wealth preservation and growth. High integrity and discretion in handling confidential family matters. Ability to navigate ambiguity and work independently in a fast-evolving investment landscape. (ref:iimjobs.com)
Job Title: Chartered Accountant (CA) - Finance Lead Trainee Location: Hyderabad Type: Full-Time Experience Required: Freshly Qualified CA Reports To: Chairman About The Organization Optimus Capital is boutique family investment firm of Dr D Srinivasa Reddy, who is also the founder and chairperson of a leading pharmaceutical group - Optimus. Packed with unmatched experience and extensive knowledge of running a successful pharma group has stepped into the financial world with a commitment to support start-ups and businesses. We are a diversified Family Office with strategic investments across Real Estate, Debt & Structured Finance, NBFCs, Listed & Unlisted Equities (Domestic and Offshore), Special Situations, Renewable Energy, Defence, and Banking. About The Role We are looking for a dynamic, ethical, and detail-oriented Chartered Accountant to join our family office. This is an exciting opportunity for a freshly qualified CA who is looking to build a long-term career in a trusted, close-knit environment. Initially focused on core accounting and compliance, the candidate will gradually transition into a strategic finance leadership role within the office. Key Responsibilities Accounting & Compliance: Maintain day-to-day books of accounts in line with Indian Accounting Standards. Manage accounts payable/receivable, bank reconciliations, and ledger scrutiny. Oversee TDS, GST, and other tax filings in coordination with consultants. Assist in personal taxation and wealth structuring of family members. Liaise with auditors for annual audits and statutory compliance. Monitor and maintain records of investments, assets, and liabilities. Strategic Finance Leadership Take ownership of budgeting, forecasting, and financial planning. Provide financial insights for investment decisions, real estate, and family ventures. Monitor the performance of portfolio investments - including mutual funds, PMS, startups, etc. Work closely with legal and tax advisors for estate and succession planning. Be the go-to person for end-to-end finance and reporting to the family principals. Support in setting up and optimizing internal systems and processes. Who Should Apply Recently qualified Chartered Accountant (CA) with excellent academic record. Strong grounding in accounting, taxation, and compliance. Eager to take full ownership and responsibility in a lean, high-trust setup. Long-term mindset with the ability to grow into a leadership role. Proficiency in Tally / QuickBooks / Excel; exposure to investment tracking tools is a plus. Ability to work discreetly, maintaining strict confidentiality. Why Join Us Direct exposure to holistic finance management in a private, dynamic setup. Long-term role with progressive learning and full leadership potential. Opportunity to work closely with decision-makers and advisors. Stability, flexibility, and a non-corporate but professional work culture. (ref:iimjobs.com)