Job Description – CEO’s Personal Finance & Investment Manager

Position: Personal Finance & Investment Manager
Experience: 3-5 Years
Reporting To: CEO

Location- Kanjurmarg

We are looking for a reliable finance professional to manage the CEO’s personal investments, finances, taxation and MIS reports.

Responsibilities

- Manage and track the CEO’s personal investment portfolio.
- Prepare regular MIS and investment performance reports.
- Maintain records of personal income, expenses, assets and liabilities.
- Coordinate with CA, banks, investment advisors and tax consultants.
- Handle and coordinate Income Tax, capital gains and other taxation matters.
- Track investment maturity dates, dividends, returns and payments.
- Maintain proper financial documentation and confidentiality.

Required Skills

- Investment Portfolio Management
- Personal Finance
- Taxation
- MIS Reporting
- Accounting & Finance
- Advanced Excel
- Positive analytical and communication skills

Qualification: B.Com / M.Com

Pay: ₹15,716.07 - ₹57,899.86 per month

Work Location: In person

📌 Personal Account Manager (India)
🏢 Thema Corporate Services
📍 India