This role is for one of Weekday’s clients
Salary range: Rs 100000 - Rs 10000000 (ie INR 1 - 100 LPA)

Min Experience: 3+ years
Location: Bengaluru, Karnataka, India
JobType: full-time
We are seeking a highly capable and detail-oriented Finance & Investments Professional to join a Family Office and manage a broad range of financial, accounting, reporting, and analytical responsibilities. The ideal candidate will be a Chartered Accountant (CA) with robust financial acumen and the ability to analyze complex financial information, evaluate investment opportunities, and support informed decision-making.
This role will provide exposure to wealth management, investments, financial planning, portfolio monitoring, accounting, taxation, and financial reporting. The candidate will work closely with senior stakeholders and external advisors while maintaining high standards of accuracy, confidentiality, and financial discipline.
Key Responsibilities
Manage and oversee financial accounting, reporting, and analysis activities for the Family Office and its associated entities.




Prepare and review financial statements, management reports, cash-flow statements, budgets, forecasts, and MIS reports.
Conduct detailed financial analysis to evaluate business performance, investment opportunities, asset allocation, and financial risks.
Monitor investments across asset classes such as equities, mutual funds, fixed income, real estate, private investments, and other financial instruments.
Track portfolio performance, returns, liquidity, valuations, and investment-related transactions.
Support investment evaluation through financial modelling, valuation analysis, due diligence, and scenario analysis.
Assist in developing financial plans, budgets, forecasts, and long-term wealth management strategies.
Coordinate with banks, auditors, tax advisors, investment managers, legal advisors, and other external professionals.
Ensure timely completion of accounting, taxation, audit, compliance, and statu

📌 Family office (Bengaluru)
🏢 Weekday AI
📍 Bengaluru