CA Family Office

Our growing company is searching for experienced candidates for the position of family office. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.

• Job Title: CA Family Offic
• eExperience: 15 Years
• +Qualification: CA (Required
• )Additional: PGDM- Finance (Preferred
• )Location: Kolkata, HO, Taratal
• aPreference: Currently based at Kolkata

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Job Responsibiliti

• es1. Investment & Portfolio Management for family offic
• e.2. Management of Family Office for making investment into multi-asset
• s.3. Prepare regular market updates and summaries of bank commentari
• es4. Creating and managing investment portfolios based on risk profile, investment policy statement, asset allocation, cash flow and return objectiv
• es5. Dealing with various asset classes - Listed Equity, Fixed Income, Commodities, Real Estate, Global and Unlisted Equity fro
• m.6. Front ending various investments at the family office in all asset classes, private deals, global equitie
• s,7. end to end from supporting evaluation, diligence and closur
• e.8. Correspondence and communication of information to family membe
• rs9. Preparation and review of bank reconciliations, monthly cash flow reports, and financial statement
• s.10. Preparing or reviewing reports summarizing investment performance and ensure investment activity is recorded as applicabl
• e.11. Projections, budgeting and other financial analysis as neede
• d.12. Manipulation of company data in Excel, to produce charts and graphs fit for use in sales presentations and pitche
• s.13. Adept at Budgeting and Forecastin
• g.14. Advanced Excel Knowledge with accounting formula
• s.15. Proactively identify areas for continuous improvemen
• t.16. B2B & B2C Taxe
• s.17. Balance She