Family Office Associate

20 hours ago

Vellore, India CodeVyasa Full time

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.

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