Family Office

Shyam Steel Industries Limited; Kolkata District; On-site; INR 6,000,000 - 10,000,000; Full time

Job summary

Shyam Steel Industries Limited is seeking a senior leader to oversee the family's financial, investment, and operational ecosystem. The role combines strategic asset allocation with hands-on management of complex tax, legal, and estate structures.

The ideal candidate will have a Master’s in Finance or CA/CFA/MBA and 15+ years of wealth management experience, with exceptional discretion and EQ to work with directors and external professionals.

Qualifications

• Master’s degree in Finance with 15+ years of wealth management or family-office experience.
• Discretion and ethics are essential for handling highly confidential information.
• Strong EQ and ability to navigate complex family dynamics across generations.
• Strategic asset allocation balanced with long-term capital preservation.

Responsibilities

• Develop and oversee investment strategies across public markets, private equity, VC, and real estate.
• Lead budgeting, forecasting, and cash flow modelling for multiple family entities and trusts.
• Coordinate with tax consultants, legal advisors, auditors, private bankers and other external partners.
• Organise family governance, policy development, and governance documentation.
• Administer philanthropic foundations and legacy planning aligned with core values.

Skills

Emotional intelligence

Strategic thinking

Interpersonal skills

Financial acumen

Discretion

Education

Master’s degree in Finance

CA / CFA / MBA

Job description

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 strong 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: Exceptional emotional intelligence (EQ) and interpersonal skills to navigate complex family dynamics and bridge communication across multiple generations.
• Strategic Thinking: Ability to balance aggressive financial growth with long-term capital preservation and family cohesion.