6 Family Offices Jobs

As the Capital & Partnerships Lead for Litigation Finance, you will play a crucial role in establishing India's litigation finance asset class. Your responsibilities will include: - Building a pipeline of 25+ HNIs/family offices and 5 private credit funds. - Securing soft commitments ranging from 50-100 Cr. - Closing the first 25 Cr SPV/pool for deployment. To excel in this role, you should possess the following qualifications: - 7-15 years of experience in private credit, AIF fundraising, special situations, or structured finance. - Proven track record of raising over 100 Cr across alternative investments. - Deep network with HNIs, family offices, and wealth managers. - Strong understanding of SPV, NBFC, AIF structures. - Entrepreneurial mindset and enthusiasm for promoting a new, high-growth asset class. In addition to the above, as the Capital & Partnerships Lead, you will have the opportunity to: - Receive a competitive base salary along with a success fee (12% of capital raised). - Make a significant impact by being the founding capital lead of a pioneering platform. - Establish credibility and shape the future of litigation finance in India. This role stands out because you will not only be involved in fundraising but also in creating India's litigation finance industry. You will work at the crossroads of law, finance, and innovation, engaging with influential investors. Furthermore, you will enjoy the benefits of being a first-mover in a $10B+ global asset class, offering massive visibility and long-term wealth creation opportunities. If you are excited about the prospect of being at the forefront of building India's litigation finance industry and possess the required qualifications and experience, we encourage you to apply for this unique opportunity.,

Job Description: Institutional Client Acquisition & Relationship Management • Build and maintain long-term relationships with Mutual Funds, FIIs, PMS houses, Banks, and Family Offices. • Deepen wallet share through customized engagement and market insights. • Deliver bespoke investment solutions to institutional and HNI mandates. Equity Sales Execution & Deal Origination • Manage high-value equity deals IPOs, QIPs, block deals, and strategic placements. • Bridge real-time execution needs with strategic corporate access and research intelligence. • Drive revenue growth from institutional brokerage and advisory mandates. Corporate Access & Client Events • Organize and lead corporate access programs management meets, analyst days, and roadshows. • Represent the firm at investor summits and industry panels. • Be the market-facing voice of the firm in institutional forums and client webinars. Client-Aligned Sales Engagement • Define the research universe with actionable coverage across core sectors. • Guide sector analysts and develop high-quality thematic, earnings, and initiation reports. • Ensure relevance of research output to institutional portfolios and trading activity. Team Development & Sales Governance • Customize research decks and valuation models for strategic accounts. • Deliver institutional-grade research presentations and commentary on macro/micro trends. • Maintain two-way engagement with clientscapturing feedback and research requirements. Media Visibility & Brand Building • Lead analyst hiring, mentoring, and performance management. • Ensure strict adherence to SEBI Research Analyst Regulations and publishing standards. • Regularly contribute to financial publications and digital platforms with original insights.

As a Wealth Management Consultant at our firm, you will be responsible for working on equity & capital markets, wealth and portfolio management, financial planning, and Investment management framework. Your role will involve participating in activities for comprehensive customer acquisition & engagements, targeting investors, HNIs, family offices, and corporates. You will be expected to upsell our entire range of wealth management products and services, with the goal of creating, generating, and aggregating large Assets Under Management (AUM) under your individual capacity. In this position, you will need to have a strong understanding of equity, commodity, and F&O capital markets, as well as mutual funds and insurance for tax planning purposes. Your expertise in these areas will be crucial in providing valuable insights and guidance to our clients. About Company: We are a wealth advisory firm specializing in mutual funds and other financial services. In addition to goal planning, we offer comprehensive financial planning services to our clients, helping them secure their financial futures.,

The selected candidate will handle the Transaction Advisory Services division of IMC Group for originating and executing mandates for Transaction Advisory and related Support Services. You shall interact with Senior Management/ Promoter Groups of existing and prospective clients in India which include industry leaders from diverse sectors. Keeping in view the Key Service Offerings of the division, you will be responsible for leading the existing team to render quality professional services and manage the execution of mandates for transaction advisory and support services in an efficient manner. You will interact with existing and prospective clients and associates to identify new opportunities to enhance business across service offerings for investment advisory including buy-side/sell-side and fund-sourcing mandates across sectors in and outside India. Your responsibilities will also include preparing teasers, lead deal evaluation, financial models, projections, documentation, etc. Additionally, you will lead, train, and mentor the team and attract a new talent pool for this division. Furthermore, you will assist the management of the Firm to update the knowledge pool and resources consistently and continuously across the service offerings of this division. You will also assist and support the firm's management to build and improve existing systems and processes to enhance the operating efficiencies of this division. Interacting and coordinating with other divisions of the firm and associates including for legal, tax, and regulatory advice and attaining relevant support for structuring and closing investment transactions will be part of your role. You will also manage Business Development for the division. Your responsibilities will also include raising capital including equity and structured Investments through PE and VC funds, Financial Institutions, Family Offices, HNI, etc. Advising on buy side/sell side/joint venture mandates for corporate and start-ups across sectors in and outside India. Advising on the placement of private capital as financial or strategic investments for Family offices, and HNIs. Assisting and advising the client on commercial negotiations and documentation including LOIs, Term sheets, and Definitive Agreements. You should have in-depth investment banking/transaction advisory experience in the Indian market and executed/led deals across sectors in India. A minimum of 10 to 15 years of post-qualification experience in Investment Banking/Private Equity in India is required. Raising funds/investing capital for Indian Corporates, Equity, and sell-side deal experience is essential. A strong academic background from recognized institutions is necessary. If you are an MBA or Master's Degree holder, it should be from a leading university. Strong numerical and financial projection skills, hands-on approach, ability to review financial models, pitch decks, valuation, and information memorandum prepared by the team, strong Business Development, Deal structuring and negotiations skills, network across the financial sector and various funds in India, excellent Communication and Presentation Skills, dynamic personality, and strong leadership skills are some of the qualities expected. The benefits offered are best in the industry.,

You will be joining a membership community for sophisticated investors, Eqclique, as a Fundraising & Investor Relations professional. Your main responsibilities will include leading the fund raising efforts, managing investor relations, and maintaining relationships with UHNW Investors, Family Offices, and Institutions. You will play a key role in managing the fundraising process for various investment opportunities, maintaining and nurturing relationships with different types of investors, preparing marketing presentations, organizing due diligence materials, and communicating effectively with both existing and prospective investors. Additionally, you will assist in drafting investor letters, participating in Annual Meeting preparations, and contributing to fundraises. The ideal candidate should have a strong background in fund raising for startups, AIFs, or other alternate investments, with a proven track record and a network of investors. You should possess a Bachelor's degree with excellent academic credentials, preferably in finance, economics, or business, along with at least 2 years of relevant work experience in investment firms, private equity firms, fundraising organizations, or similar entities. Strong written and verbal communication skills, attention to detail, and proficiency in Microsoft PowerPoint and Excel are essential for this role. This position offers an exciting opportunity to work in a successful environment with a team of dedicated professionals, providing close partner and client interaction. If you are a highly motivated individual with initiative, independence, and adaptability, we encourage you to apply by sending your resume to careers@equalifi.org. Please include details of your current/last CTC and notice period in your current job. Location: Mumbai,

PCR is a fast-growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. We deliver a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. Trusted by over 250 firms spanning the entire wealth management spectrum, including leading global private banks, advisors, wealthy families, and wealth-tech firms. As an Enrollment Analyst at PCR, you play a crucial role in obtaining consent from account owners to share data with PCR. Working with a global team, you will operate a proprietary technology platform, follow-up with clients and counterparties, and ensure timely consent acquisition. Your mission is to be a collaborative team member who delivers predictable results and communicates proactively. To accomplish your mission, you will utilize tools and processes such as proprietary Digital Enrollment technology, a real-time monitoring portal, analytics for intervention identification, automated CRM tools for communication, and business intelligence tools for efficiency analysis. Your daily responsibilities will include planning and strategizing, following up with counterparties, ensuring data accuracy, coordinating with internal teams, and interacting with team members for learning and improvement. You will manage a diverse operations group consisting of 6 members in the US and India. Successful candidates will demonstrate comfort in high-volume environments, self-starting drive for improvement, enjoy professional interactions, adaptability to new processes, teamwork, and strong Microsoft Excel skills. Preferred experience includes 8-10 years in the financial and wealth management sector, fund administration or RIA experience, knowledge of banking systems, client-facing experience, and working in diverse, fast-paced environments. Opportunities for advancement include senior client-facing responsibilities, supervisory roles, and skills transferable to project management and customer support. Working hours are Monday to Friday from 1.00 pm to 10.00 pm in the office. PCR values a startup culture, self-starters, learners, contributors, and creators who thrive on continuous improvement. We are committed to an inclusive environment that fosters personal and professional growth while providing competitive compensation, benefits, training, advancement opportunities, flexibility, work-life balance, and a safe workplace. PCR is an Equal Opportunity Employer, promoting diversity, innovation, collaboration, and respect for all employees.,