Exciting Opportunity with a Leading Family Office!

We are hiring a MIS & Finance skilled with 2–5 years of experience for a leading Family Office. The role offers exposure to wealth management, investments, portfolio reporting and financial analysis, working closely with senior management and the investment team.

Position: MIS & Finance
Experience: 2–5 Years
Location: Mumbai

Key Responsibilities:

- Prepare monthly MIS, management reports and financial dashboards.
- Track investment portfolios, expenses, cash flows and portfolio performance.
- Prepare wealth management and investment-related reports.
- Support portfolio valuation, investment performance and return analysis.
- Prepare budgets, variance analysis and financial reports.
- Maintain accurate financial and investment records.
- Coordinate with investment, accounting,



wealth management and external stakeholders.
- Prepare Excel-based reports, presentations and ad-hoc analysis.

Requirements:

- Graduate in Finance, Commerce, Economics or related field.
- 2–5 years of experience in MIS & Finance / Wealth Management / Investment Reporting.
- Good understanding of financial statements, MIS and investment reporting.
- Exposure to Mutual Funds, PMS, AIF, Equity, Fixed Income or Portfolio Management preferred.
- Candidates from Family Offices, Wealth Management, Financial Services, Investment Firms, AMC/PMS or AIFs preferred.
- Strong analytical and communication skills.

📌 MIS & Finance - Wealth Management (India)
🏢 Talental Consultings
📍 India