Associate

Job Title : Associate - In-House Family Office.

Location : Bangalore

About the Role :

We are seeking a highly motivated and detail-oriented fresher to join our in-house family office as an Associate. This is an excellent opportunity for someone with a strong interest in personal finance, taxation, and international finance to learn and grow within a dynamic and challenging environment. You will play a crucial role in supporting the financial planning and management of an ultra-high-net-worth individual and their family. This role requires a proactive individual with a passion for research and a desire to learn new things quickly.

Responsibilities :

• Research and analyse tax implications in India and overseas of various financial activities.
• Research and analyse impact / requirements of economic laws on transactions proposed to be undertaken by the office.
• Assist in the development and implementation of personal financial plans, including budgeting, investment tracking, and goal setting.
• Support tax planning and compliance, including preparing and filing tax returns, and staying up-to-date on tax law changes.
• Facilitate foreign remittances, ensuring compliance with all applicable regulations.
• Conduct research on various financial products, investment strategies, and regulatory changes.
• Prepare reports, presentations, and other documentation related to financial planning, tax, and investment activities.
• Collaborate with external advisors such as accountants, lawyers, and investment managers.
• Maintain Books of Accounts of the members of family office.
• Perform ad-hoc tasks and projects as assigned.
• Handle confidential information with discretion and professionalism.

Qualifications :

Skills Required :