Manager – Family Office

About the Role

Brigade Group is one of India’s leading real estate developers, with a diversified portfolio across residential, commercial, retail, and hospitality. Manager – Family Office supports the promoter family on personal finance, investments, and tax alongside the listed business.

The Manager will play a setup role for the function - building the MIS, bookkeeping review, investment tracking, and processes the family will rely on. Hands-on, close to the promoters, and best suited to someone who has done this before.

Key Responsibilities

1. MIS, Cashflow & Reporting

• Three-tier MIS — individual members, entity, consolidated group
• Cashflow projections and cash planning for the investment entity
• Periodic review packs, dashboards, and net-worth statements for the family

2. Bookkeeping Review & Audit

• Review layer over bookkeeping across LLPs, private companies, trusts, and personal accounts
• Monthly and quarterly closing, reconciliations, and consolidated reporting
• Interface with statutory, tax, and internal auditors; clean and timely closure
• Migration from Tally to mProfit; automation of Tally workflows
• AI tools to simplify routine workflows — bank statements, reconciliations, and similar

3. Tax & Compliance

• Tax notices tracked to timely closure across members and entities
• Review of opinions from internal and external tax consultants before action
• Coordination of IT, GST, TDS, ROC, FEMA, and SEBI promoter / insider-trading filings
• Support on capital gains, dividend, and trust-level tax planning

4. Investment Oversight & Portfolio Management

• Single source of truth across listed equities, MFs, fixed income, AIFs, PMS, PE, real estate, and alternatives
• Performance, IRRs, and asset allocation tracked through clear dashboards
• Independent perspective on the existing portfolio and on new opportunities
• Market movements monitored; timely calls flagged on entry, exit, and rebalancing
• Corporate actions, capital calls, distributions, redemptions, maturities, and rollovers monitored

5. Networking, Sourcing & Wealth Manager Interface

• Relationships with wealth managers at banks and similar institutions, fund houses, and brokers — engaged with diplomacy, credibility, and discretion
• Active presence in the family-office and investment ecosystem to read the pulse of the market
• New investment opportunities sourced and evaluated across asset classes
• Support to the family in drafting and refreshing an investment policy

6. Documentation & Controls

• Documentation for all family assets — financial and physical — including agreements, title papers, loan papers, and KYC
• Documentation for FEMA and SEBI promoter / insider-trading disclosures, in coordination with the listed-company team
• Estate planning and succession-related documentation as required
• Processes, internal controls, and reporting mechanisms strengthened over time

7. Strategic Support

• Financial models and scenario analyses for MD-level decisions
• Independent point of view in reviews with the family and external advisors
• Special projects and new ventures from the Family Office

What We’re Looking For

• CA preferred with 6–8 years post-qualification; CFA or MBA a positive
• Prior family office, founder’s office, or similar setup experience — built the function before, not only run it once established
• Strong fundamentals in bookkeeping, consolidation, and reporting
• Working knowledge of investment products across asset classes; AIFs, PMS, PE, and real estate a strong plus
• Exposure to direct and indirect tax, FEMA, and SEBI promoter / insider-trading disclosures
• Rigorous and detail-oriented; very comfortable in Excel and Tally; open to mProfit and AI-led workflows
• Sees the big picture and the details
• Holds their own and engages with conviction in discussions with family members and senior advisors
• High integrity and discretion in handling sensitive financial information

What We Offer

• Close working relationship with the MD and the promoter family
• Setup role with long horizon, ownership, and room to shape the function
• Discreet, professional environment within one of India’s leading real estate groups