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

3. Legal, Trust & Structuring

Qualifications & Skills :

Why Join :