Associate - Family Office

Job Title: Family Office – Associate

Firm: TAM India Family Office Advisors

Tenure:

Location:

Experience Level:

• upto 2 years (Freshers with passion for capital markets can apply)
• Senior candidates need not apply.

Start Date:

Reporting To:

To Apply:

• Resume,

• Current and expected salary and

• A short note on how this role helps you in your long term career success.

About TAM India Family Office Advisors

TAM India Family Office Advisors

Role Overview

We’re looking for a sharp, curious, and proactive Associate to join our Family Office team. This is a full-time, fully remote opportunity designed for freshers who are eager to learn and contribute across investment research, client servicing, and digital engagement. You’ll work directly with senior leadership and gain exposure to the inner workings of a modern multi-family office.

Key Responsibility Areas (KRAs)

A. LinkedIn Management (30–40%) – The 3 Cs

•  

  Content Creation

  : Assist in drafting thought leadership posts, carousels, and newsletters
•  

  Connections

  : Identify and engage with HNWIs, family offices, and industry professionals
•  

  Comments

  : Monitor and contribute to relevant discussions to enhance visibility and engagement

B. Research & Analysis (30–40%)

•  Analyze investment products: Mutual Funds, ETFs, AIFs, listed equities, and private opportunities
•  Track global macro trends: Gold, oil, currencies, USD treasuries, and multi-asset views
•  Review and synthesize insights from:
• Research reports, commentaries, and investment literature
• Platforms like Bloomberg, Morningstar, Finalyca, CAMS, Screener.in, CNBC, Yahoo Finance

C. Client Services (15–20%)

•  Assist in preparing client reports and portfolio recommendations
•  Support smooth execution of transactions via MFU, CAMS, and AMC platforms
•  Coordinate client communications and follow-ups

D. Email, Calendar & General Management (5–10%)

•  Schedule meetings, prepare documents, and manage follow-ups
•  Handle email communications and assist with daily operational tasks

What We’re Looking For

• A strong interest in investment management, capital markets, and family office advisory
• Excellent written and verbal communication skills
• Proficiency in Excel, PowerPoint, and financial research tools (or willingness to learn)
• Self-starter with a collaborative mindset and attention to detail
• Freshers with a hunger to learn and grow are encouraged to apply

What You’ll Gain

• Hands-on exposure to investment strategy, client servicing, and digital branding
• Mentorship from seasoned professionals in wealth management
• Opportunity to contribute to thought leadership and strategic initiatives
• A front-row seat to the evolution of a modern multi-family office