Reporting To: Managing Partner

Role Overview: The organization is seeking an experienced and strategic Chief Financial Officer to lead its finance, fund operations, taxation, regulatory compliance, and investor reporting functions while partnering closely with senior leadership on fund formation, fundraising, portfolio oversight, and strategic decision-making. The role extends beyond traditional financial stewardship and requires a commercially astute leader capable of building scalable institutional processes to support future fund growth.

The Chief Financial Officer will be responsible for overseeing the financial performance of existing funds, supporting the launch and deployment of current investment funds, and providing financial oversight for the promoter's family office. The successful candidate will play a key role in driving operational excellence, strengthening governance frameworks, and contributing to the organization's long-term growth strategy, with the potential to evolve into a broader leadership position over time.

Key Responsibilities

*1.



Fund Formation & Fund Operations*
- Lead the financial workstream for the launch and operationalization of new investment funds.
- Partner with legal, tax, and regulatory advisors on fund structuring.
- Coordinate with SEBI, trustees, custodians, and fund administrators.
- Establish robust governance and operating frameworks for both pooled and pledge/deal-by-deal fund structures.

*2. Fund Finance & Financial Control*
- Lead fund accounting, NAV reporting, capital calls, distributions, and management fee accounting.
- Oversee budgeting, treasury, cash flow management, and taxation across the management company and investment vehicles.
- Ensure timely statutory, tax, and regulatory reporting.

*3. Investor Relations & Fundraising*
- Develop institutional-quality reporting for Limited Partners, including quarterly performance reports, portfolio updates, and ESG reporting.
- Support fundraising initiatives through f

📌 CFO - PE Fund (Mumbai)
🏢 Virtuous Advisors And Resources
📍 Mumbai