Job Description
Opportunity to work with a Category II Alternative Investment FundOpportunity to drive innovation in Sustainability and PropTechAbout Our Client
The client is a professionally managed private office supporting principal family members across investments, financial governance, and long‑term wealth planning. Operating in a lean, high‑trust set‑up, the office offers direct exposure to decision‑makers, hands‑on involvement across a diversified investment portfolio, and the opportunity to contribute meaningfully to long‑term strategy in a stable, growth‑oriented environment.
Job Description
Manage accounting and financial operations across multiple entities, including books of accounts, closures, cash flows, MIS, budgets, and coordination with auditors.Oversee the investment portfolio by maintaining records, tracking performance and asset allocation, supporting due diligence, and liaising with investment partners.Handle taxation and compliance matters, including tax planning, statutory filings, regulatory documentation, and adherence to applicable governance standards.Provide operational and administrative oversight by maintaining documentation, coordinating with advisors, strengthening processes and controls, and supporting estate and succession matters.Support strategic decision‑making through financial modelling, investment analysis, risk assessment, and participation in periodic reviews with principals.The Successful Applicant
A successful candidate should have:
4-8 years of experience working within a family office, investment office, or closely aligned finance and investment environmentChartered Accountant (CA) qualification with a Bachelor's degree (*mandatory*)Strong accounting, financial reporting, and control fundamentalsSolid understanding of investment products across asset classes, including listed and alternative investmentsHigh attention to detail, strong integrity, and the ability to handle sensitive and confidential informationStrong analytical skills with comfort in data analysis, spreadsheets, and financial modellingAbility to work independently, manage multiple responsibilities, and operate in a high‑trust, high‑ownership roleExcellent communication and stakeholder management skill
Apply for this Position
Ready to join ? Click the button below to submit your application.
Submit Application