Senior Associate - Finance & Operations

Job Summary:

We are seeking a highly skilled "Senior Associate - Finance & Operations" for our Family Office Funds to oversee the financial and investment activities of our family office. The ideal candidate will be responsible for portfolio management, compliance, equity research, banking and financial operations, and overall management of family office affairs.

Key Responsibilities:

• Oversee and manage the family office's investment portfolio, ensuring alignment with financial goals and risk appetite.
• Monitor asset allocation and make strategic recommendations for optimization.
• Ensure adherence to all legal and regulatory requirements related to family office investments and financial activities.
• Conduct in-depth equity research and financial analysis to identify potential investment opportunities.
• Handle banking relationships and ensure efficient management of banking operations.
• Oversee fund transfers, financial transactions, and risk assessments.
• Manage cash flow, budgeting, and financial planning for the family office.
• Coordinate financial affairs, including estate planning, tax structuring, and wealth management.
• Work closely with legal, tax, and financial advisors to optimize financial planning.
• Prepare reports and presentations for the family regarding investment performance and financial planning.

Qualifications & Key Skills:

• Must possess a Master degree, MBA (Finance) / CFA / CA or equivalent financial qualification.
• Minimum 2 - 5 years of experience in PMS Fund Management, with deep knowledge of research analyst.
• Excellent understanding of investment management regulations.
• Strong communication and leadership skills to interact with senior management and regulatory bodies.
• Strong understanding of equity markets and investment products.

Proficiency in financial modelling, valuation techniques, and technical analysis.