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.