Financial Analyst

We are looking for a highly skilled Financial Analyst to join our family office. The role involves monitoring and analyzing a diversified portfolio of investments and preparing performance reports for senior stakeholders. This is an excellent opportunity for someone with strong financial acumen who wants to gain exposure to multiple asset classes and contribute to informed decision-making.

Responsibilities

• Track and analyze performance of investments across equities, private equity, fixed income, real estate, and other asset classes.
• Develop and maintain financial models, dashboards, and reports to evaluate portfolio performance.
• Provide clear, concise insights and recommendations based on data-driven analysis.
• Conduct market research and stay updated on economic trends and investment opportunities.
• Assist in due diligence for potential new investments.
• Collaborate with external advisors, fund managers, and accountants to ensure accurate reporting.
• Support budgeting, forecasting, and cash flow analysis for the investment portfolio.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related discipline.
• 2–5 years of experience in financial or investment analysis (family office, asset management, or investment firm experience preferred).
• Strong analytical and quantitative skills with proficiency in Excel, PowerPoint, and financial modeling.
• Knowledge of investment performance metrics and portfolio management concepts.
• Excellent communication skills with the ability to present financial insights effectively.
• Highly detail-oriented, organized, and capable of working independently.

What We Offer

• Exposure to a wide range of asset classes and investment strategies.
• Direct involvement in high-level decision-making processes.
• Professional, collaborative work environment.
• Competitive compensation and benefits.

Job Type: Full-time

Pay: ₹240,000.00 - ₹600,000.00 per year

Application Question(s):

• What is your current CTC?
• What is your expected CTC?
• Do you have notice period to serve?

Education:

• Bachelor's (Preferred)

Location:

• Mumbai, Maharashtra (Required)

Work Location: In person