Role Overview

The incumbent will serve as a senior leader and trusted advisor, overseeing the financial, investment, and operational ecosystem of the family office. This role balances high-level strategic asset allocation with hands-on management of complex, multi-entity tax, legal, and estate structures. The ideal candidate possesses solid financial acumen, be emotionally intelligent and shall possess adaptability required to deal with Directors of the organisation.

Key Responsibilities
- Investment and Asset Management:
Develop and execute investment strategies across diverse asset classes (public markets, private equity, venture capital, and real estate) to maximize long-term returns and hedge against risk. Manage liquidity, monitor portfolio performance, and oversee due diligence on external fund managers.
- Financial & Operational Governance:
Lead the budgeting, forecasting, and cash flow modelling for multiple family entities, trusts and holding companies.
- Adviser Coordination:
Serve as the lead for the family's web of external professionals / stakeholders (Tax consultants,



legal advisors, Auditors, private bankers, any other external service provider) to negotiate scopes and prevent any possible conflicts. Maintain structured documentation and governance.
- Family Governance
: Organise family council meetings in coordination with Promoter. Develop family policy and governance framework.
- Philanthropy & Legacy:
Administer the family’s charitable foundations, trust structures, and legacy planning in alignment with the family's core values.

Qualifications & Requirements
- Education & Experience:
Master’s degree in Finance / CA / CFA equivalent. Advanced certifications (CFA, CPA, or MBA) and 15+ years of proven experience in wealth management, private equity, or an established family office.
- Discretion & Ethics:
Unwavering integrity and a proven track record of handling highly confidential, sensitive family and financial information.
- Soft Skills:
Excep

📌 Family Office (Kolkata)
🏢 Shyam Steel Industries
📍 Kolkata