General Manager/Assistant General Manager - Finance - Family Office

General Manager/Assistant General Manager - Finance - Family Office

Overview:

We are seeking a highly skilled and trustworthy Chartered Accountant (CA), preferably with a Company Secretary (CS) qualification, to manage the personal and corporate financial affairs of the Family held Companies and foundation. This offers a unique opportunity to work at the intersection of private wealth, corporate finance, and strategic investments.

Key Responsibilities:

Family Trust Finance Management:

- Oversight of Family Trust and Family Holding Companies financial portfolio including cash flows, tax planning, investments, and trusts

- Ensure accurate, timely financial reporting and compliance for personal entities

Corporate Oversight:

- Monitor and manage the finances of group companies and special purpose vehicles (SPVs)

- Liaise with auditors, company secretaries, legal teams, and business heads on financial structuring and reporting

- Ensure statutory and regulatory compliance across companies

Investment Management:

- Evaluate new investment opportunities and perform due diligence

- Track performance of ongoing investments across sectors and geographies

- Maintain MIS dashboards for investments and group holdings

Compliance & Governance:

- Ensure compliance with corporate and personal tax regulations, RBI/FEMA guidelines, and Companies Act provisions

- Support Board/Shareholder meetings and maintain statutory records

Stakeholder Coordination:

- Coordinate with bankers, consultants, and financial institutions on behalf of the Family Office

- Interface with internal teams, advisors, and partners on transactions and financial matters

Ideal Candidate Profile:

- Qualified Chartered Accountant (CA) with 8-10 years of post-qualification experience

- Company Secretary (CS) qualification (foundation or complete) is preferred

- Experience working in family offices, high-net-worth individual (HNI) portfolios, or conglomerates

- Strong understanding of corporate finance, investment structuring, taxation, and compliance

- High level of integrity, discretion, and confidentiality

- Excellent communication and stakeholder management skills

Work Environment:

- Work from office - 5 days working at Nehru Place, New Delhi

- Fast-paced and highly trusted role with access to confidential financial matters

- Directly reporting and working closely with top leadership and legal/finance teams