Family Office Associate

We are looking for a highly organized and proactive individual to manage the backend of personal financial affairs, operating like a small family office. The ideal candidate will ensure compliance, maintain transparency, and actively seek opportunities to optimize finances and asset growth.

About us

CodeVyasa is a mid-sized product engineering company that works with top-tier product / solutions companies such as McKinsey, Walmart, RazorPay, Swiggy, and others. We are about 550+ people strong and we cater to Product & Data Engineering use-cases around Agentic AI, RPA, Full-stack and various other GenAI areas.

Key Responsibilities :

1. Expense & Cashflow Management

Track, categorize, and manage monthly personal and business-related expenses.

Maintain digital dashboards using tools like Zoho Books, Google Sheets, or Notion.

Reconcile credit cards, UPI transactions, and reimbursements.

Generate monthly financial summaries with actionable insights, including savings %, lifestyle inflation, and spending trends.

2. Asset & Real Estate Oversight

Monitor and track personal and investment assets, including real estate holdings.

Coordinate with brokers, registrars, and legal entities for audits, property tax, and rent agreements.

Track asset appreciation and provide recommendations for hold / sell decisions.

3. Legal, Trust & Structuring

Research and coordinate the creation of personal trusts or family office entities.

Liaise with Chartered Accountants, lawyers, and other professionals to establish optimal tax and inheritance structures.

Ensure all legal and regulatory requirements are met and properly documented.

Qualifications & Skills :

Proven experience in personal finance management, accounting, or family office operations.

Strong knowledge of accounting tools and financial dashboards (Zoho Books, Notion, Excel / Sheets).

Understanding of tax planning, estate planning, and trust structures.

Highly organized, detail-oriented, and able to handle sensitive information with discretion.

Excellent communication and coordination skills.

Why Join :

Opportunity to manage comprehensive personal finance operations.

Work closely with professionals across finance, law, and real estate.

Be part of a structured, opportunity-seeking financial ecosystem.