Job Description

Gurnani Family Office (Marken Capital) | Gurugram (Udyog Vihar, Phase 4)

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About the Family Office

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Marken Capital is the single-family office of the C.P. Gurnani family and operates as a sub-entity within the family‘s operating business, Assago Group.

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The family office manages capital across public markets, private companies and external managers, alongside the family‘s wider financial and administrative affairs, including cross-border structures, group companies, real estate, trusts and succession planning.

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The Opportunity

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We are looking for a senior, highly organised and discreet professional to lead the day-to-day operations and governance of the family office.

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This is not a conventional back-office role. The position sits at the intersection of family-office operations, cross-border compliance, banking, tax, portfolio administration, entity governance and family engagement.

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The successful candidate will become a key operating partner to the family, ensuring that complex, multi-party processes are anticipated, coordinated and completed accurately and on time.

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You will work closely with family members and a network of private banks, custodians, wealth managers, fund managers, trustees, Big Four advisors, lawyers, company secretaries, tax advisors and other professional partners.

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The role requires someone who can take ownership without constant supervision, understand when to act independently and when to escalate, and bring structure to complex financial and administrative matters.

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Family-office experience is preferred but not essential. Strong candidates from private banking operations, wealth management, asset management, Big Four compliance/tax or similar multi-entity financial operations environments will also be considered.

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Key Responsibilities

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Portfolio Operations & Reporting

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- Own the family office‘s reporting platform as the single source of truth for portfolio and ownership data.
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- Lead historical data migration, position tagging and valuation reconciliation across custodians and investment platforms.
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- Coordinate monthly statement collection and reconciliation across approximately a dozen institutions, including private banks, wealth platforms, PMS managers and AIFs.
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- Prepare consolidated,



cross-asset portfolio reviews and concise strategic summaries for family decision-making.
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Banking, Investments and Assets Consolidation

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- Manage KYC and re-KYC processes across family members and entities, both in India and offshore.
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- Coordinate digital onboarding with investment platforms, funds and financial institutions.
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- Map and consolidate assets across multiple banking and wealth-management relationships.
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- Track fund drawdowns, capital calls and distributions from receipt of notice through payment and confirmation of credit.
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Tax, Trust & Succession

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- Coordinate ITR filings, entity financials and tax-related requirements with the family CA.
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- Track advance-tax obligations and trust administration/reporting cycles with offshore trustees and administrators.
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- Support domestic and international trust and will structures as part of the family‘s succession planning.
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- Build and maintain historical cost-basis and transaction records across two decades of investments and holdings.
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Family Engagement

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- Serve as a trusted operational point of contact for family members on financial, administrative and investment-related matters.
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- Communicate clearly and proactively, particularly where multiple advisors or institutions are involved.
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- Maintain at least one in-person meeting or interaction each month with senior family members.
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External Stakeholder Management

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A significant part of the role will involve coordinating and driving timelines across a broad external network, including:

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- Private bankers and custodians
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- Wealth managers and investment platforms
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- Fund managers and external investment managers
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- Big Four advisors
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- Family CA and tax advisors
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Real Estate and Group Companies

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- Oversight of property documentation, mutation processes and developer payment schedules.
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- Support on group-company matters including share certificates, board records and transaction documentation.
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Cross-Border Transactions & Compliance

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- Own end-to-end ODI and OPI reporting, including structuring, documentation, bank coordination, Form FC certification with the family CA and quarterly filings.
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- Manage Liberalised Remittance Scheme (LRS) administration across family members, including utilisation tracking, Form A2, supporting declarations, bank coordination and maintaining a complete audit trail.
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- Manage compliance for offshore entities, including annual returns, AGMs, IRAS tax filings, statutory records and coordination with corporate secretaries and tax agents.
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- Coordinate with the appointed Big Four advisor on Place of Effective Management (POEM) analysis across the group‘s cross-border holding structure.
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- Support LLP formations, ROC filings and related secretarial requirements for new investment vehicles.
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Team Structure

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The role will provide functional oversight and coordination across the family-office operations team.

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Experience

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7–10+ years of relevant experience in one or more of the following:

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- Single-family office / multi-family office
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- Private banking operations
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- Wealth management
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- Asset management / AMC
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- Big Four compliance, tax or advisory
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- Financial operations involving multiple entities, investments and stakeholders
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Core Attributes

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Ownership: Takes responsibility from initiation through completion.

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Organisation: Exceptional personal organisation and the ability to manage multiple parallel workstreams, statutory deadlines and external stakeholders.

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Judgement: Understands what can be handled independently, what requires family approval and what requires specialist skilled advice.

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Attention to detail: Comfortable working with financial records, regulatory filings, entity structures and historical transaction data where accuracy is critical.

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Composure: Remains calm and methodical when managing immovable statutory deadlines and time-sensitive financial transactions.

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Communication: Able to communicate comfortably with family members, senior advisors, bankers, lawyers, accountants and investment professionals.

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Discretion: Absolute confidentiality is non-negotiable. The role involves access to highly sensitive family, financial, investment and personal information.

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Please apply at [email protected]

📌 Senior Family Office Operations & Compliance (Rewari)
🏢 Assago Group
📍 Rewari