Manager - Family Office Operations

3 weeks ago

Mumbai, India First Water Global Full time
Role Description
This is a full-time on-site role as a Manager - Family Office Operations at First Water Global. The Manager's responsibilities will be broad and varied and include following :
Accounting and Operations:
To oversee the preparation of weekly, monthly and annual financial statements in respect of family office portfolio entities - The investing entities are Individuals, Family Trusts, Pvt Ltd Companies, Partnership Firms, and LLP.
Coordination with various banks, demat accounts, brokers, etc.
Coordination with various service providers like CA, consultants, Trustees, Lawyers, Subject matter experts, etc.
Coordination with investee companies / entities, intermediaries, etc.
To present the Investment MIS on a Monthly basis to the family members covering portfolio reports.
Tracking & managing all cash investments (Liquid Funds, Fixed Deposits, Bank balances, etc) and optimizing the yield generated thereon, within the framework of liquidity and risk.
Ensuring timely accounting of all family assets, including investment accounts, properties, trusts, and other interests.
Ensuring timely payment of vendor invoices, misc payments, salary payments, rent, etc.
Work with senior management to identify and mitigate financial risks by establishing and implementing sound operating policies, internal controls and process improvements.
Ensuring the safety and security of family assets: Custodians, cybersecurity, internal controls
Institute secure money movement procedures, and routinely review cash movements to ensure a full reconciliation of inflows and outflows
IT systems should require multi factor authentication, and staff should undergo regular training on cybersecurity best practices.
As threats continue to evolve, processes to detect and resolve new threats must evolve as well, including an ongoing cyberthreat monitoring process.
Working on risk mitigation, in all its forms.
Taxation & Compliances:
Taxation – Direct in respect of different entities
To manage Advance Tax calculations and deadlines
Providing support and coordination in the Legal matters with the help of external legal teams.
Supervising the tax plans and ensuring timely assessment and filing of direct tax returns including TDS returns in compliance with statutory tax laws.
Ensuring Audit , payments and Statutory compliances etc. and ensuring completion of various audits / compliances within the deadlines.
Team Management:
Managing the Direct Reports in the team
Managing attendance / leaves of the team
Qualifications
Education/Certifications/Experience:
CA strongly preferred
Prior experience of working with an Indian Family Office will be preferred.
10+ years’ of finance experience.
Strong understanding of Individual and Corporate tax compliances.
Knowledge, Skills & Abilities:
Strong communication and customer service skills
Experience in administrative assistance and office administration
Proficiency in office equipment and relevant software
Excellent organizational and multitasking abilities
Attention to detail and accuracy
Ability to work independently and as part of a team
Bachelor's degree in a relevant field is preferred
Ability to understand the strategy, design and implement both short term and long term vision for managing the Promoter family’s wealth.
Ability to closely monitor and report all investment activities to the promoters
Work with honesty and integrity.
Demonstrated work experience and a proven track record of managing investment accounting.
Team management and leadership abilities
Proactive, solutions focused approach
Working knowledge of Advanced Excel, Digital Transactions, Cyber Security etc.

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