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Sand Martin Consultants
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Family Office | Investment Recordkeeping & MIS Executive

Family Office | Investment Recordkeeping & MIS Executive

Sand Martin Consultants

1 - 6 years

|

2 - 7 Lacs

Posted:12 hours ago| Platform:

Apply

Skills Required

record keeping mis preparation investment management tax planning mis development compliance report preparation reporting mis reporting investment portfolio

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

Investment Accounting & Transaction Management

Portfolio Tracking & Analysis

MIS Reporting & Compliance

Automation & Tools

Required Skills

Strong accounting background (journal entries, gain/loss classification, reconciliations).
Advanced Excel VLOOKUP, HLOOKUP, Pivot Tables, Conditional formatting, Macros.
Knowledge of financial instruments and capital markets.
Experience with platforms like MProfit, MoneyControl, Value Research (preferred).
High discipline, accuracy, and confidentiality.

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Sand Martin Consultants

Management Consulting

London

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