Family Office, Kolkata

Job Description:

Age-Max 45 yrs.

Responsibility:

End-to-end management of company’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.