Confidential Opportunity: Financial Analyst – Family Office About the Role A private Family Office is seeking a discreet and highly capable Financial Analyst to support the Principal in overseeing investments and wealth management activities. This role involves close collaboration with the Principal, exposure to multi-asset portfolios, and the opportunity to contribute meaningfully to long-term wealth preservation and growth. Key Responsibilities • Conduct analysis on investment opportunities across public markets, private equity, real estate, and alternative assets. • Monitor portfolio performance, prepare financial models, and provide investment insights. • Support strategic asset allocation, cash flow planning, and liquidity management. • Track global market and economic developments relevant to the family’s holdings. • Coordinate with external advisors, banks, and fund managers, ensuring seamless execution and reporting. • Maintain strict confidentiality in handling sensitive financial and personal information. Qualifications • Degree in Finance, Economics, or Accounting; CFA/CA/MBA preferred. • 2–5 years’ experience in investment analysis, wealth management, private equity, or private banking. • Strong skills in financial modeling, valuation, and reporting. • High discretion, integrity, and ability to operate in a confidential environment. • Strong communication skills with a proactive and analytical mindset. Why This Role? • Unique opportunity to work directly with the Principal in a trusted capacity. • Exposure to a broad range of investments and strategic decision-making. • A confidential and prestigious environment with long-term career potential.
Role Description This is a full-time on-site role for a Private Secretary located in Ahmedabad. The Private Secretary will be responsible for managing day-to-day clerical and administrative tasks, providing executive administrative assistance, and handling customer service inquiries. The role involves organizing meetings, preparing reports, maintaining records, and ensuring smooth communication within the office and with external stakeholders. Qualifications Proficiency in clerical skills and executive administrative assistance Excellent communication skills Experience in company secretarial work Strong customer service skills Ability to multitask and manage time effectively High level of confidentiality and professionalism Relevant certification or degree in administration or related field is a plus
Role Description This is a full-time on-site role for a Private Secretary located in Ahmedabad. The Private Secretary will be responsible for managing day-to-day clerical and administrative tasks, providing executive administrative assistance, and handling customer service inquiries. The role involves organizing meetings, preparing reports, maintaining records, and ensuring smooth communication within the office and with external stakeholders. Qualifications Proficiency in clerical skills and executive administrative assistance Excellent communication skills Experience in company secretarial work Strong customer service skills Ability to multitask and manage time effectively High level of confidentiality and professionalism Relevant certification or degree in administration or related field is a plus
Company Description family office, with financial literacy Role Description This is a full-time on-site role for an Associate, located in Anand. The Associate will be responsible for managing daily tasks, coordinating with various departments, and providing support to ensure smooth operations. Responsibilities include data management, documentation, reporting, and assisting with project implementation and coordination. The role also involves interacting with stakeholders to maintain effective communication and support various administrative tasks as needed. Qualifications Documentation, Project Implementation and Coordination skills Strong Communication and Interpersonal skills Administrative skills and attention to detail Ability to work collaboratively in a team setting Excellent organizational and time-management skills Bachelor's degree or relevant experience in a related field Proficiency in MS Office and other relevant software
Role Overview: As an Associate at our family office in Anand, you will play a vital role in ensuring smooth operations by managing daily tasks, coordinating with departments, and providing essential support. Your responsibilities will include data management, documentation, reporting, and assisting in project implementation and coordination. Additionally, you will interact with stakeholders to maintain effective communication and support various administrative tasks as required. Key Responsibilities: - Manage daily tasks and coordinate with various departments - Handle data management, documentation, and reporting - Assist in project implementation and coordination - Interact with stakeholders to ensure effective communication - Support various administrative tasks as needed Qualification Required: - Proficiency in documentation, project implementation, and coordination skills - Strong communication and interpersonal skills - Administrative skills with attention to detail - Ability to work collaboratively in a team setting - Excellent organizational and time-management skills - Bachelor's degree or relevant experience in a related field - Proficiency in MS Office and other relevant software,
Company Description family office, with financial literacy Role Description This is a full-time on-site role for an Associate, located in Anand. The Associate will be responsible for managing daily tasks, coordinating with various departments, and providing support to ensure smooth operations. Responsibilities include data management, documentation, reporting, and assisting with project implementation and coordination. The role also involves interacting with stakeholders to maintain effective communication and support various administrative tasks as needed. Qualifications Documentation, Project Implementation and Coordination skills Strong Communication and Interpersonal skills Administrative skills and attention to detail Ability to work collaboratively in a team setting Excellent organizational and time-management skills Bachelor's degree or relevant experience in a related field Proficiency in MS Office and other relevant software