Single Family Office

4 weeks ago

Bengaluru, India Dinesh Hinduja Family Office Full time

Location: Bangalore - In Person


Department: Finance/Operations


About Us: We are a well-established family office founded by former promoters of one of the largest textile and apparel manufacturers in India. Our family office is built on the core philosophy of wealth preservation and intellectual growth. We are committed to building a multi-generational legacy that extends beyond financial wealth, focusing on enduring values, intellectual growth, and long-term prosperity for future generations. We are seeking a highly experienced Operations Analyst to join our team and support our financial operations.


Position Summary: The Operations Analyst will be responsible for managing and overseeing Management Information Systems (MIS), conducting internal audits, comparing the financial books and the Investment deck, etc., on a regular basis and maintaining data integrity within our financial ecosystems. The ideal candidate will have a minimum of 5 years of total experience with at least 2 years in a similar role within the financial reporting industry, be tech-savvy, and possess hands-on experience with backend software tools.


Key Responsibilities:

MIS Reporting:

  • Prepare and manage monthly, quarterly, and yearly MIS reports.
  • Maintain financial data mainly of the family’s investments.
  • Ensure accuracy and timeliness of all financial reports.


Internal Auditing:

  • Conduct internal audits to ensure compliance with established procedures and policies.
  • Identify areas of improvement and recommend corrective actions.
  • Maintain thorough documentation of audit findings and follow-up actions.
  • Create a yearly audit report for all stakeholders involved. 


Data Maintenance:

  • Ensure the integrity and accuracy of financial data in the systems and reconcile the same with the Financial Accounts maintained.
  • Regularly update and maintain financial databases.
  • Implement data management best practices to enhance data quality and accessibility.
  • Utilize tech-enabled data management tools to streamline processes and improve efficiency.


Compliance and Risk Management:

  • Ensure adherence to regulatory requirements, industry and internally set standards.
  • Identify potential risks and implement strategies to mitigate them.
  • Collaborate and interact with AMC, Wealth managers and institutions to maintain records.


Assist in bookkeeping (A plus to have, but not compulsory) :

  • Assist the Finance and Accounting team in day-to-day accounting functions.
  • Assist in the preparation of TDS/GST and other statutory returns.
  • Assist in providing the Income tax-related statements from the relevant sources regarding the Investments made by Family office members.
  • Provide all the supporting papers/statements for the Investment transactions made by the Family office members.


Collaboration:

  • Work closely with other departments to support financial operations.
  • Provide assistance during external audits and regulatory reviews.
  • Collaborate with IT to enhance financial systems and reporting tools.


Qualifications:

  • Bachelor’s degree in finance, Accounting, or a related field. A Master's degree or relevant certifications (e.g. NISM-Series-VII, CPA, CFA etc.) is good to have.
  • Minimum of 5 years of experience in the financial services industry working in the backend function, preferably within a family office or wealth management firm.
  • Knowledge of bookkeeping, Taxation (TDS, GST, Income tax, etc.), and Bank reconciliation is preferable (Good to have).
  • Strong understanding of financial reporting, internal auditing, and data management.
  • Proficiency in financial analysis software and tools (e.g., Excel, Macros/ V Lookup, SQL Queries and any other MIS software used in the industry.
  • Tech-savvy with experience in tech-enabled data management.
  • Excellent analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.


What We Offer:

  • Competitive salary and benefits package.
  • Opportunity to work with a dynamic and experienced team.
  • Professional development and growth opportunities.
  • A supportive and collaborative work environment.


How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to


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