Exciting Chance 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.
Valuable 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.

Required Skill Profession

Other General

📌 Mis & Finance Wealth Management Mumbai
🏢 Talental Consultings
📍 Mumbai