Chief Operating Officer (COO)

Alliance Recruitment Agency; Hyderabad; On-site; INR 6,000,000 - 12,000,000; Full time

Job summary

Alliance Recruitment Agency seeks a senior operational leader in wealth management to oversee private credit and real estate investments, including debt syndication and business development. The role spans managing the investment cycle across public, private, and global markets.

You will coordinate transaction management with project-finance knowledge, provide legal oversight as SPOC for legal teams, and lead accounting operations, FP&A, and stakeholder relations with banks and financial

Qualifications

• CA/ICWA/CS is required.
• MBA is a plus for leadership roles.
• 15+ years of experience in senior operational leadership in wealth management or financial services.
• Strong financial acumen with budgeting and planning experience.
• Ability to collaborate with diverse stakeholders including family members, employees, and clients.

Responsibilities

• Private Credit & Real Estate Management: Oversee private credit and real estate investments, including debt syndication and business development.
• Investment Cycle Management: Manage the investment cycle across public, private, and global markets.
• Transaction Management: Handle debt, equity, and capital market transactions with a strong knowledge of project finance.
• Legal Oversight: Act as the SPOC for legal teams, procuring legal advice and opinions, preparing and reviewing documents, and overseeing case-related documents and agreements.
• Accounting Operations: Manage accounting operations, prepare and present financial statements, and ensure regulatory compliance.

Skills

Investment Mgmt

Accounting Ops

FP&A

Legal & Tax

Banking Ops

Audit Support

Risk Mgmt

Leadership

Adaptability

Family Dynamics

Communication

Policy & Compliance

Education

CA/ICWA/CS

MBA (plus)

Job description

Key Responsibilities

Private Credit & Real Estate Management: Oversee private credit and real estate investments, including debt syndication and business development.

Investment Cycle Management: Manage the investment cycle across public, private, and global markets.

Transaction Management: Handle debt, equity, and capital market transactions with a strong knowledge of project finance.

Legal Oversight: Act as the single point of contact (SPOC) for legal teams, procuring legal advice and opinions, preparing and reviewing documents, and overseeing case-related documents and existing agreements.

Accounting Operations: Manage accounting operations, prepare and present financial statements, and ensure compliance with statutory and regulatory requirements.

Financial Planning & Analysis: Develop and monitor financial plans and budgets for various business practices, providing insights to the Managing Director via periodic MIS/dashboards.

Stakeholder Management: Maintain relationships with statutory and internal auditors, external auditors, banks, and financial institutions. Liaise with diverse stakeholders to analyze and evaluate project opportunities.

Operational Management: Monitor office operations to ensure efficiency and effectiveness, lead advisory teams, counsels, and consultants, and conduct research, feasibility studies, presentations, reports, and briefings.

Key Skills

• Investment Management and Financial Expertise
• Accounting Operations, Financial Reporting & Compliance
• Financial Planning & Analysis
• Legal and Tax Knowledge
• Banking Operations
• Audit Review & Support
• Risk and Operational Management
• Leadership and Strategic Thinking
• Adaptability and Technical Skills
• Understanding of Family Dynamics
• Effective Communication and Collaboration
• Policy Development, Regulatory Compliance, and Contract Negotiation Skills

Qualification & Experience

CA/ICWA/CS required; MBA is a plus.

15+ years of experience in a senior operational leadership role, preferably within the wealth management or financial services industry.

Proven track record of successfully managing operations and driving business growth.

Strong financial acumen with experience in budgeting and financial planning.

Ability to work collaboratively with diverse stakeholders, including family members, employees, and clients.

Experience in family offices or family-owned businesses is a plus.