MIS & Finance Wealth Management

Exciting Opportunity with a Leading Family Office!

We are hiring a MIS & Finance professional with 2–5 years of experience for a leading Family Office. The role offers exposure to wealth management investments portfolio reporting and financial analysis working closely with senior management and the investment team.

Position: MIS & Finance
Experience: 2–5 Years
Location: Mumbai

Key Responsibilities:

• Prepare monthly MIS management reports and financial dashboards.
• Track investment portfolios expenses cash flows and portfolio performance.
• Prepare wealth management and investment-related reports.
• Support portfolio valuation investment performance and return analysis.
• Prepare budgets variance analysis and financial reports.
• Maintain accurate financial and investment records.
• Coordinate with investment accounting wealth management and external stakeholders.
• Prepare Excel-based reports presentations and ad-hoc analysis.

Requirements:

• Graduate in Finance Commerce Economics or related field.
• 2–5 years of experience in MIS & Finance / Wealth Management / Investment Reporting.
• Good understanding of financial statements MIS and investment reporting.
• Exposure to Mutual Funds PMS AIF Equity Fixed Income or Portfolio Management preferred.
• Candidates from Family Offices Wealth Management Financial Services Investment Firms AMC/PMS or AIFs preferred.
• Strong analytical and communication skills.