Associate - Multi Family Office Advisory

As an Associate at TAM India Family Office Advisors, you will play a crucial role in supporting the Multi Family Office Advisory team. Your responsibilities will involve assisting in managing client portfolios, supporting tax planning activities, and collaborating with internal teams to deliver comprehensive financial solutions. **Key Responsibilities:** - Assist in managing client portfolios across asset classes such as equity, debt, alternatives, and structured products. - Support tax planning and compliance activities for family office clients. - Coordinate with custodians, fund managers, and tax consultants to ensure smooth operations. - Prepare investment reports, tax summaries, and performance reviews. - Conduct due diligence and research on investment opportunities and tax advice given. - Maintain and update client records with confidentiality and accuracy. - Collaborate with internal teams to deliver integrated financial solutions. **Qualifications & Skills:** - Bachelor's/Master's degree in Commerce or related field; or Semi-Qualified CA; or M.Com/MBA (Finance) preferred. - 3-5 years of experience in investment advisory, wealth management, or tax operations. - Strong understanding of financial instruments, tax laws, and regulatory frameworks. - Excellent analytical, communication, and interpersonal skills. - Proficiency in MS Excel, PowerPoint, and financial reporting tools. - Ability to work independently and in a collaborative team environment. If you are looking for an opportunity to work in a dynamic team in a growing family office advisory firm, this role at TAM India Family Office Advisors offers a competitive compensation package, a hybrid work model with flexibility, and a generous leave policy. Join us and be a part of our journey in providing personalized and strategic financial guidance to high-net-worth families across India.,