Executive Director, Single Family Office

Job Description

Executive Director will review and monitor the expansion and diversification projects undertaken by the Company. Responsibilities includesStrategic: ????????Review and recommend the best suited asset allocation per the risk return profile of the family and recommend annual strategy such as Strategic Initiatives in terms of asset classes or investment thesis and/or in areas of planning, development, structure etc.???????????Prepare annual plans and budgets to meet the strategic objectives of the company and monitor the implementation of the annual plans and measure achievements of the results against budgets and objectives and take corrective measures as appropriate.?Operational:?????????Conduct screening and evaluating potential opportunities for investments, real estate etc. from risk / return perspective, taking into consideration taxation and location criteria; Identify all potential risks associated with the existing business. ????????Advise the CEO on managing their various investment, real estate and banking / non-banking relationships. ????????Establish professional relationships with external and internal clients and understanding of the tax and corporate law regime in various geographies. ????????Establish the networks of suppliers of potential new investment opportunities ????????Provide consultation on the live negotiations. ????????Review the negotiations with the lawyers when needed and the team to acquire or make an offer on identified and approved investment opportunities. ????????Review the multi-dimensional analysis of the financial and operational performance of the existing or new business. ????????Monitor the due diligence process for the live transactions. ????????Prepare Monthly Information Reports for the management containing detailed breakdown of assets: Investments, respective performances, any significant matter which requires management attention and highlighting any risk factor like concentration, under performance or potential risks which may arise based on news and company research and other sources. ????????Liaise with third parties to review and finalize legal contracts as required by the business. ????????Liaise with legal counsel for (re)structuring as may be needed for the family office ????????Prepare the investment appraisal reports, reports on the performance of existing business etc. on timely basis as desired by the management. ????????Assess potential financial risks in various business proposals for the company and assigned companies for management?s review and decision-making process. ????????Manage day-to-day administrative function of the office including ensuring timely renewal of licenses, payment of statutory obligations etc. ????????Ensure proper Control and Insurance coverage for all Company Assets.People Management:?????????Identify, set and agree on KPIs and objectives.?????????Prepare performance planning (PP), conduct performance appraisal (PA) and PP/PA interviews including employee development plans and counsel employees on career progression opportunities and approve training requests.?????????Recommend employee promotions, salary adjustments, disciplinary actions and approve vacation and overtime.?????????Identify staffing needs, participate in interviewing panels and take hiring decisions.?????????Maintain and promote staff motivation by addressing employee grievances promptly and escalating when necessary and enforcing fair and equitable compliance with company policies and procedures.?Ad hoc????????Prepare periodic and ad hoc reports and presentations.??????????Document and maintain records of activities and process workflows electronically and physically. ????????Adhere to company policies and health and safety regulations. ????????Perform other duties as requested by management.??

Keyskills :