Overview
Role : General Manager – Family Office
Location : Dubai
Job Role:
The Family Offices Associate is responsible for managing and overseeing daily operations, Complete Portfolio Management, contributing to strategic planning, and supporting long-term growth. The role involves working closely with family members, managing relationships, and ensuring the alignment of business goals.
Key Responsibilities:
– Supporting the Chairman in managing a diversified portfolio & Complete Portfolio Management Conducting in-depth equity analysis and research to inform investment strategies while executing put option orders with a view to have long-term exposure. Facilitating investment related communications with top private banks.
– Managed a diversified portfolio of private equity fund investments for the family office across sectors.
– Set up a good working relationship with asset management companies, dealers, brokers, banks/advisors for both domestic and international opportunities.
– Make asset allocation decisions & invest across all asset classes, offered whole host of products to clients, made investment proposals & pitches to wealth clients and present those at various prospective forums along with bankers.
– Responsible for advising Promoter on overall fund (Public Market) and on assigned sectors – BFSI, Consumer and small & mid-caps.
– Generate new ideas, evaluate them based on checklist and recommend the same to investment committee.
– Meet Senior Management to understand business, perform financial due diligence (Detailed Financial Model) and check on the ground business scenario through primary research.
– Led negotiations with General Partners in Private Equity funds to optimize returns and align interests.
– Financial Oversight: Monitor budgets, financial performance, and profitability. Collaborate with accountants or finance teams to ensure accurate reporting. Identify cost-saving and efficiency improvement opportunities.
– Relationship Management: Maintain positive relationships with employees, clients, and stakeholders. Resolve conflicts within the family or business amicably. Uphold and promote family values in all business dealing
Educational Qualification / Work Experience & Skills:
– MBA in Finance / CA / CFA Min. 12 years+ of experience in Finance, Equity Market, specializing in investment management and financial analysis across various markets, including India and the UAE.
– The candidate needs to have deep sectoral knowledge on commodity sector. Need to have fair understanding the pulse of its commodity segment. The ideal candidate should strong analytical mindset, a deep passion for investing.
– Strong understanding of financial modelling, valuation techniques, and market analysis.
– Experience interacting with senior management, clients, and institutional investors.