Urgent Opening in a leading steel Company in Kolkata

Job Description:

Please find the below urgent requirement:

We are looking for a person to handle the SSIL Family office.

Designation: Based on discussion

Based Location: Kolkata

Experience- 10-15 years into same

Qualification: CA

CTC: 25-35 LPA

Responsibility:

• End-to-end management of Shyam Steel’s family office

• Manage family trusts and legacy planning

• Create a comprehensive fund allocation strategy in line with the financial planning, cash management and risk appetite

• Manage external wealth managers and vet their investment vehicles and recommendation

• Lead an internal team of analysts to identify debt and equity instruments to invest in

• Find and analyse alternative investment opportunities

• Develop and maintain relationships with all portfolio companies and fund houses at a working and senior management level.

• Continuously monitor holdings and prepare intuitive reports that give a wholistic view of the portfolio performance

• Maintain and Management asset allocation in line with IPS and annual planning to ensure risk-profile based risk-reward is considered whilst taking decision.

• Provide Research based recommendations to management to finalize deployment on a

timely basis  to take advantage of market movements. Advisor feedback must be taken and presented along-side the recommendations.

• Work with advisors to ensure that deployments are done as per their recommendations and post our review and understanding the of the rationale and in line with IPS
• Work with stakeholders in treasury (banking team) and family office accounting team to understand cash flows and plan deployment accordingly while accounting for exigencies.