About the Company:

4thoughts Finance is a Multi-family office and Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering since 2015. Working closely with generation next leaders, the firm has a niche set of offerings which are tailor-made to suit its client's needs and requirements. The firm's activities are focused on providing wealth management, advisory on cross-border structures and transactions, advisory on business structuring, sourcing, and converting domestic as well as cross-border investment banking deals.

Job Overview:

We are seeking a proactive and detail-oriented Business Analyst to support strategic initiatives and operational activities within our Wealth Management division. The role involves working closely with the CEO and leadership, engaging with clients and stakeholders, and assisting in driving business initiatives, process improvements, and documentation.

The ideal candidate should possess strong analytical thinking, communication skills, and business acumen, with the ability to coordinate across multiple stakeholders.

Key Responsibilities:

Client Engagement

- Act as a key point of contact for clients for wealth management and family office matters

- Play an active role in new client conversion.

- Maintain strong client relationships by ensuring timely communication and service delivery.

- Prepare and present Client meeting presentations

Business Analysis & Strategic Support

- Work closely with the CEO on day-to-day business activities and assist in driving new business initiatives

- Identify opportunities to improve processes, client experience, and operational efficiencies.

- Conduct market research, competitor analysis, and business feasibility assessments.

Vendor Management

- Coordinate with external vendors and partners including AMCs, Wealth Managers, Brokers, Depositories and RTA etc on day to day business activities for service delivery and operational requirements.

- Monitor vendor performance and ensure adherence to agreed service standards.

- Manage vendor communications, agreements, and documentation.

Documentation & Reporting

- Assist in drafting business proposals, reports, presentations, and strategic documents.

- Prepare meeting notes, business requirement documents (BRDs), and project documentation.

- Track project progress and provide regular updates to leadership.

Cross-Functional Collaboration

- Collaborate with internal teams including operations, finance, and technology teams.

- Act as a key liaison between the CEO and department heads, ensuring clear communication of strategic priorities and decisions.

- Coordinate with different teams to track progress, gather updates, and ensure smooth execution of key initiatives.

- Facilitate communication between stakeholders to ensure smooth project execution.

- Support the implementation of new systems, tools, or processes.

Required Skills & Qualifications:

- MBA Finance/CA

- 3-5 years of experience in Wealth Management. Financial Services in a generalist role

- Strong inter-personal, analytical, problem-solving, and organizational skills.

- Excellent communication and stakeholder management abilities.

- Proficiency in MS Excel, PowerPoint, and business documentation.

- Ability to work in a fast-paced and client-facing environment.

Preferred Qualifications:

- Prior experience in Wealth Management / Financial Services industry.

- Exposure to financial products such as mutual funds, equities, portfolio management, or investment advisory.

- Experience in client relationship management and vendor coordination.

Why Join 4Thoughts Finance?

- Opportunity to work closely with HNI clients and gain exposure to wealth management and family office advisory.

- Direct collaboration with the CEO and leadership team on strategic business initiatives.

- Exposure to diverse areas including cross-border transactions, investment banking deals, and business structuring.

- High ownership role with opportunities to contribute to client engagement and key business initiatives.

- Dynamic and growth-oriented work environment with strong learning and career development opportunities.