Operations Head - Family Office

Job

Purpose

The Operations Head will

oversee the full spectrum of Accounting, Finance, and Operations

functions for the family office, including managing accounts,

ensuring compliance with regulatory requirements, and providing

accurate financial

reporting.

Individual Contributor

or People Manager

Individual

Contributor.

Duties

and

responsibilities

(1)

Finance Operations

Manage the full set of accounts, ensuring accuracy and

compliance with accounting standards.

Manage

regulatory filings and reporting obligations in a timely and

accurate manner.

Execute accounting and

finance tasks, including investment analysis, transaction

recording, payment processing, invoicing, and other related

responsibilities.

(2)

Budgeting and

Reporting

Maintain

budgetary control and prepare detailed investment reports for the

family office.

Provide timely and accurate

financial information to management and relevant

stakeholders.

Manage banking relationships,

treasury operations, and liquidity management

effectively.

(3)

Process and Product

Knowledge

Develop an

in-depth understanding of the organization's products, services,

and processes to enhance financial accuracy and reporting

relevance.

(4)

Stakeholder

Management

Deliver

high-quality client service to internal stakeholders, addressing

inquiries and resolving issues effectively.

Provide accurate and timely financial information to

management and other key stakeholders.

Manage

relationships with external service providers, custodians, and

professional advisors.

Coordinate with legal

counsel, tax advisors, and other professional service providers as

necessary.

(5)

Team Support and

Collaboration

Support

senior finance team members with various projects and ad hoc tasks,

contributing to overall team efficiency and

objectives.

Prior Work

Experience

Minimum of

5 years of relevant experience in accounting or finance

roles.

Experience in an investment company or

family office is an

advantage.

Qualifications

Bachelor's Degree in Accountancy, Finance, Business, or a

related field from a reputable university.

Professional certifications such as ACCA, CPA, or CFA are

highly

desirable.

Skills

Exceptional attention to detail and accuracy in all

financial tasks.

Assertive, confident, and

capable of managing responsibilities independently.

Ability to perform under tight deadlines while delivering

high-quality results.

Excellent communication

skills for collaboration with senior stakeholders.

Proficiency in accounting software such as Oracle

NetSuite, QuickBooks, or Xero is

preferred.