Chief Financial Officer (Partner Track)

Location: Mumbai

Reporting To: Managing Partner

Role Overview:

The organization is seeking an experienced and strategic Chief Financial Officer to lead its finance, fund operations, taxation, regulatory compliance, and investor reporting functions while partnering closely with senior leadership on fund formation, fundraising, portfolio oversight, and strategic decision-making. The role extends beyond traditional financial stewardship and requires a commercially astute leader capable of building scalable institutional processes to support future fund growth. The Chief Financial Officer will be responsible for overseeing the financial performance of existing funds, supporting the launch and deployment of new investment funds, and providing financial oversight for the promoter's family office. The successful candidate will play a key role in driving operational excellence, strengthening governance frameworks, and contributing to the organization's long-term growth strategy, with the potential to evolve into a broader leadership position over time.

Key Responsibilities

1. Fund Formation & Fund Operations

• Lead the financial workstream for the launch and operationalization of new investment funds.

• Partner with legal, tax, and regulatory advisors on fund structuring.

• Coordinate with SEBI, trustees, custodians, and fund administrators.

• Establish robust governance and operating frameworks for both pooled and pledge/deal-by-deal fund structures.

2. Fund Finance & Financial Control

• Lead fund accounting, NAV reporting, capital calls, distributions, and management fee accounting.

• Oversee budgeting, treasury, cash flow management, and taxation across the management company and investment vehicles.

• Ensure timely statutory, tax, and regulatory reporting.

3. Investor Relations & Fundraising

• Develop institutional-quality reporting for Limited Partners, including quarterly performance reports, portfolio updates, and ESG reporting.

• Support fundraising initiatives through financial due diligence, data room management, and investor interactions.

• Build and maintain trusted relationships with domestic and international institutional investors.

4. Portfolio Finance Oversight

• Partner with the investment team on portfolio valuation, financial performance monitoring, and exit planning.

• Review financial governance across portfolio companies and support value creation initiatives.

• Monitor overall fund performance and portfolio economics.

5. Governance, Compliance & Strategic Partnership

• Ensure compliance with SEBI AIF Regulations, taxation requirements, and all statutory obligations.

• Lead external audits and coordinate with advisors, auditors, and regulatory authorities.

• Serve as a strategic business partner to senior leadership, contributing to firm strategy, risk management, and long-term growth initiatives.

Success Measures

Within the first 12–18 months, the successful candidate will be expected to:

• Manage the finance and fund operations platform.

• Successfully support the launch and fundraising of new investment funds.

• Strengthen institutional reporting and governance standards.

• Enhance financial oversight across portfolio investments.

• Develop scalable processes to support future fund launches and organizational growth.

Candidate Profile Essential

• Chartered Accountant (CA) with 15+ years of post-qualification experience.

• Significant experience within Private Equity, Venture Capital, Alternative Investment Funds (AIF), or Asset Management.

• Demonstrated expertise in:

o Fund Accounting

o Fund Operations

o Taxation

o Regulatory Compliance

o Investor Reporting

o Portfolio Finance

• Experience working with institutional investors, auditors, and regulatory authorities.

• Strong understanding of SEBI AIF Regulations and Indian fund structures.

Preferred

• Experience in launching or managing private equity or alternative investment funds.

• Exposure to pledge/deal-by-deal investment structures, co-investments, or similar alternative fund vehicles.

• CFA qualification will be an added advantage.

Key Competencies

• Strategic and commercial mindset with strong business acumen.

• High level of integrity and professional credibility.

• Excellent stakeholder management and relationship-building skills.

• Strong communication and presentation abilities.

• Ability to thrive in a lean, entrepreneurial, and high-performance environment.

• Leadership potential with the capability to grow into a broader partnership role.