8 - 10 years
20 - 22 Lacs
Posted:7 hours ago|
Platform:
Work from Office
Full Time
Monitor, track, and report performance of the familys investment portfolio across asset classes.
Ensure accurate accounting, book-keeping, and reporting across all investment entities.
Oversee cash flow, fund movements, and treasury management to optimize liquidity.
Maintain transparent and up-to-date records of investments, valuations, and returns.
Develop and deliver timely MIS dashboards and investment performance reports for principals.
Provide variance analysis, trend insights, and forward-looking projections to support decision-making.
Ensure adherence to all statutory, tax, and regulatory requirements.
Lead statutory and internal audits, liaising with auditors, tax advisors, and legal counsel.
Implement strong internal controls and governance frameworks across investments.
Act as the central financial point of contact for principals, advisors, bankers, fund managers, and auditors.
Maintain highest standards of confidentiality, integrity, and professionalism in managing family assets.
Chartered Accountant with 8+ years experience.
Strong grasp of financial analysis, investment reporting, tax, and compliance.
Proven ability to deliver high-quality insights and reports to senior stakeholders.
Integrity, discretion, and ability to independently manage sensitive financial matters.
Mangalam Placement
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