Waaree Energies - Family Office Manager

Roles & Responsibilities:

Investment Strategy & Portfolio Management:

- Analyze potential investment opportunities in both private and public markets, conduct due diligence, and prepare detailed investment notes for committee approval.

- Track portfolio performance and recommend strategic actions, including exits or reallocations.

Stakeholder Engagement & Relationship Management:

- Develop and maintain relationships with portfolio companies, fund managers, advisors, banks, and legal teams.

- Coordinate deal negotiations and post-investment management, ensuring alignment with the family's financial goals.

Financial Reporting & Compliance:

- Manage accounting records, budgeting, and cash flow planning.

- Prepare periodic financial reports and ensure compliance with regulatory frameworks, including RBI guidelines for remittances and KYC requirements.

Asset Management:

- Oversee the management of diverse family assets, including real estate, art collections, and insurance policies.

- Collaborate with legal and tax teams to ensure proper documentation and compliance for all assets.

Operations & Administration:

- Ensure smooth execution of transactions, including bank reconciliations, account openings, and investment processing.

- Maintain comprehensive MIS and support audit processes to uphold financial integrity.

Client Service Excellence:

- Act as a single point of contact for high-net-worth clients, ensuring prompt resolution of service requests and enhancing client satisfaction.

- Monitor service quality and implement process improvements to optimize client experience