Senior Associate - Finance & Operations, 2 to 5 years in Ahmedabad

Job Description

• 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.

• 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.