Job Description Financial Analyst

Qualification: CA
Experience: 0 to 2 years

No. of Openings: 2
Office Location: Bangalore

About the Company
4thoughts Finance is a Multi-family office and Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering since 2015. Working closely with generation next leaders, the firm has a niche set of offerings which are tailor-made to suit its client's needs and requirements. The firm's activities are focused on providing wealth management, advisory on cross-border structures and transactions, advisory on business structuring, sourcing, and converting domestic as well as cross-border investment banking deals.

Role Overview

We are looking for a qualified Chartered Accountant to join our Multi Family Office and Wealth Management team as a Finance Manager. The role involves client onboarding, investment management, portfolio oversight, taxation and compliance coordination, and supporting various wealth management activities.

The ideal candidate should possess strong financial and analytical skills, attention to detail, and an interest in investments, portfolio management, taxation, and client advisory.

Key Roles and Responsibilities

Client Onboarding and Documentation

- Manage and coordinate the end-to-end onboarding process for new clients.
- Collect, review, and maintain KYC documents, financial information, investment details, and other client records.
- Draft, review, and coordinate the execution of client agreements and investment-related documentation.
- Coordinate with clients, internal teams, financial institutions, and external stakeholders to ensure smooth onboarding.

Wealth Management and Portfolio Support

- Understand clients financial objectives, investment requirements, risk profiles, and long-term wealth goals.




- Support the development and implementation of investment strategies aligned with clients risk profiles and financial objectives.
- Assistin portfolio construction and ensure that portfolios are maintained in line with the approved investment strategy and asset allocation.
- Coordinate investment-related activities and ensure timely execution and completion.

Portfolio Review and Analysis

- Analyse client portfolios across asset classes and evaluate performance, asset allocation, risk exposure, and diversification taking inputs from Product Lead and support the Product team.
- Conduct periodic portfolio reviews and identify deviations from the approved investment strategy.
- Support portfolio rebalancing and prepare investment summaries, performance reports, and client presentations.
- Coordinate with the investment and advisory teams on portfolio recommendations.

Taxation and Compliance Coordination

- Coordinate with clients, internal teams, and tax consultants for income tax-related requirements.
- Track timelines and ensure the timely collection and submission of information required for filing Income Tax Returns.
- Monitor important tax and compliance deadlines and ensure timely completion of required activities.
- Maintain accurate records and documentation related to clients’ taxation and financial matters.

Client Relationship Management

- Handle client queries related to portfolios, investments, financial products, taxation, and documentation.
- Provide timely portfolio information, investment updates,



reports, and relevant documentation to clients.
- Coordinate periodic portfolio review meetings and follow up on agreed action items.
- Ensure timely resolution of client requests while maintaining high standards of service.

Required Qualification and Experience

- Qualified Chartered Accountant (CA) – Mandatory.
- 0 to 2 years of post-qualification experience.
- Experience or exposure to wealth management, investment advisory, family office services, portfolio management, taxation, or client advisory will be preferred.
- Freshly qualified Chartered Accountants with a strong interest in wealth management and investments are encouraged to apply.

Key Skills and Competencies

- Strong understanding of financial statements, taxation, investments, and portfolio concepts.
- Knowledge of portfolio construction, asset allocation, investment risk, and performance analysis.
- Strong analytical, financial interpretation, and problem-solving skills.
- Proficiency in Microsoft Excel, PowerPoint, and financial reporting.
- Ability to manage multiple assignments and meet defined timelines.

Preferred Knowledge

- Wealth management and investment products
- Portfolio construction and asset allocation
- Investment analysis and taxation
- Family office and client advisory services

Why Join 4Thoughts?

- Gain exposure to wealth management, investment advisory, and multi-family office services.
- Work closely with experienced professionals and gain insights into managing complex client portfolios.
- Build expertise across investments, portfolio strategy, taxation, and client advisory.
- Work in a cooperative and learning-oriented environment with opportunities for professional growth.

Interested candidates can share their CV to [email protected]

📌 Financial Analyst (Bengaluru)
🏢 4thought Finance
📍 Bengaluru