Job description

Experience – 2+ years
Location – Andheri West, Mumbai

Roles and Responsibilities:
• Coordinate with external asset managers, banks, and financial advisors to optimise investment returns and ensure alignment with the family’s objectives.
• Conduct due diligence on investment opportunities and provide financial analysis and risk assessments.
• Monitor and manage the family’s investment portfolio, including equities, fixed income, real estate, private equity, and alternative assets.
• Prepare investment summaries and presentations for family principals and advisors.
• Maintain detailed investment records and ensure compliance with applicable regulations and family policies.
• Track and report on portfolio performance, asset allocation, and market trends.
• Prepare daily, monthly, quarterly, and annual Portfolio reports for family principals.
• Support internal and external audits and ensure compliance with financial and legal standards.

Key Interactions:
Internal:
• HODs
• Statutory bodies
• Employees
• Family Members

External:
• Family office Accounts MIS Team in India and overseas
• Investment advisors and portfolio managers and Private Wealth management firms
• Agencies (Legal & Taxation, Audit Firms) and Corporate Trusteeship Firms
• Business Associates

Qualification:
• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA, ACCA, or CFA designation strongly preferred. NISM certified preferred.

Work Experience & Skills:
• 2+ years of relevant experience, ideally including experience in a Family Office or private wealth management environment.
• Solid understanding of multi asset class investing and financial reporting principles.
• High proficiency in Excel and investment tracking software (M profit).
• Strong analytical, organisational, and interpersonal skills.