Booklet Design for Family Office

Kaufman Rossin's Family Office Services is looking for Bookkeepers This is a great opportunity to work with high-net-worth clients within a supportive and dynamic environment. · The ideal candidate will be well-organized and comfortable dealing with financial data. This individua ...

We are a capital formation firm. We have an urgent need for an experienced researcher/lead generation specialist to build a targeted list of qualified investors for an upcoming deal webinar. · Deliver in organized spreadsheet format Name, Firm, Title, Email, Source, Investment Fo ...

This isn't a traditional paraplanning or admin position.The role exists to protect adviser time and decision-making capacity by taking full ownership of day-to-day financial operations and acting as a buffer between the adviser and the noise of the business. · The core shift · In ...

Join Chokhani Group as a Quantitative Research Analyst - AI Enabled and drive innovation in a dynamic conglomerate. · This full-time, on-site role in our Mumbai office offers the chance to leverage cutting-edge AI and quantitative expertise with the Family office Led Financial Ar ...

Join Chokhani Group as a Quantitative Research Analyst - AI Enabled and drive innovation in a dynamic conglomerate. · ...

Yubi Markets is a one stop platform for all wealth products & partners. · ...

Managing Family Office Relationships Identifying new Family Office relationships Work on new products to increase more depth in family office Upscaling of clients to more longer term assets · ...

Responsible for end-to-end management of financial operations investments compliance reporting & stakeholder coordination for a single or multi-family office. · ...

This role requires a strategic leader with robust industry knowledge and the skill to foster strong client relationships while driving Yubi Markets' growth. · ...

We are seeking a high-caliber Head of Family Office to lead a newly established setup in Mumbai. This is a strategic leadership role designed for a seasoned professional with a deep background in Institutional Broking. · ...

As the Head of Family Office you will be responsible for leveraging your extensive network of domestic and global institutional relationships to drive capital markets activity manage a diverse investment portfolio and spearhead exit strategies for private equity holdings. · ...

We are seeking a high-calibre Family Office Manager (Mutual Fund Manager) to lead end-to-end family office operations with a strong focus on mutual fund portfolio management performance optimization market-driven asset allocation and capital preservation. · ...

The portfolio manager is responsible for managing a diversified portfolio of private equity fund investments for the family office across sectors. The role involves conducting in-depth equity analysis and research to inform investment strategies while executing put option orders ...

To manage and grow the family office investment portfolio across multiple asset classes and structures. · ...

We are seeking to appoint a Senior Research Analyst to join our Family Office investment team.The role is focused on fundamental equity research, investment due diligence, portfolio support, and capital allocation analysis across listed equities and select special situations. · T ...

To manage and grow the family office investment portfolio across multiple asset classes and structures, develop strategic investment opportunities. · ...

Oversee investment portfolio: mutual funds, trading, ROI management. Manage family office's investments: capital markets, operations, reporting. · ...

The lead will be responsible for advising on investment strategies and managing the familys wealth. They will also help clients invest in tax efficient vehicles and identify potential risks to their wealth. · Advising on investment strategies asset allocation risk management · ...

The client seeks an accomplished Head of Investments to lead the Family Offices investment strategy with a long-term perspective. · Formulate and execute the overall investment strategy. · ...

+The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals) across south and recommend appropriate products. · Establish, grow, and manage investment relationships with clients. · +Be the primary client contact and trusted investment a ...