Responsibilities:

Conduct in-depth research and analysis on investment opportunities across various asset classes.

Prepare investment memos, financial models, and reports for decision-making by senior management.

Monitor and evaluate the performance of existing investments and recommend adjustments as needed.

Stay updated on market trends, economic indicators, and regulatory changes affecting the investment landscape.

Collaborate with team members to support portfolio management and asset allocation strategies.

Assist in conducting due diligence on potential investments and managing relationships with external stakeholders.

Present findings and recommendations to senior management and family members as required.

Qualifications:

Bachelor's degree in Finance, Economics, Business, or related field. MBA /CA or CFA preferred.





Proven experience in financial analysis, investment research, or asset management, preferably within a family office or wealth management firm.

Strong analytical skills with proficiency in financial modeling and valuation techniques.

Knowledge of different asset classes such as equities, fixed income, real estate, and alternative investments.

Excellent communication and presentation skills.

High level of integrity, professionalism, and discretion when dealing with confidential information.

Requirements
Exposure to Public Equities preferred

Experience of at least 5 plus years working is a Family Office preferred

Solid stakeholder management experience ​

📌 Senior Associate- Family Office (Mumbai)
🏢 XpertReach
📍 Mumbai