Analyst - Multi Family Office Services

About Us:

Dewan P. N. Chopra & Co., (http://dpncindia.com/) is a leading and reputed Chartered Accountants firm in India with over 8 decades of legacy and known for being amongst the best places to work and build a career. The Firm is an independent/foundation member of the Leading Edge Alliance (www.leaglobal.com)- LEA Global, one of the largest international associations in the world for independent accounting, financial & business advisory Firms.

Additionally, the Firm has strong alliances and associates amongst lead professionals across the globe. We are actively engaged in a full-service, multi-disciplinary practice including in - Direct Taxation, Regulatory, Transaction Advisory and Audit & Assurance. Further we render these diverse professional services to an extensive base of top clients (national & international) from multiple industries including leading business houses in India, HNIs, family offices, NRIs etc.

The Firm has an impressive team of highly skilled professionals across offices in Delhi & NCR. The Firm's rich heritage is apparent in the values for which we stand - integrity, reliability & proficiency. Our work culture encourages an individual's professional development and embraces an inclusive environment rewarding performance.

SYNOPSIS : The selected candidate will work with the Leadership team of DPNC Advisors being the Transaction Advisory and Multi Family Office Services vertical of Dewan P. N. Chopra & Co.

Designation: Analyst - Multi Family office Services

Estimated CTC Range: Commensurate with skill set & experience.

Requisite Qualification: Chartered Accountant, CFA & /or MBA (Finance) from a reputed Business School

Requisite Experience: : 1 to 3 years of relevant post-qualification experience

Key Responsibility Areas (KRA's):

Client Engagement:

- Support client meetings and client engagement process

- Support business development through existing or new clients

- Create circulars on Multi- Family Offices & Public Markets.

- Follow effective SOPs

Execution of Assignments:

1. Early Stage Investments:

- Engage with existing service providers and track their performance for allocated Family Offices

- Monitor trackers for allocated client investments. Support on allocations based on research reports received and changing dynamics

- Reporting for client

2. MFO Assignments (Investing capital or Existing capital):

- Strategic IPS for clients with clear themes and risk management tools

- Constantly explore new products and idea for Family Offices

Team Management:

- Effective work allocation amongst the team members allocated

- Weekly Productivity sheets to be prepared and submitted by Junior Team Members

Branding & Social Media:

- Write articles on Multi Family Offices

- Create Social Media posts that are relevant for clients including economic developments

- Attend Conferences related to Multi Family Offices

Ideal Candidate Profile:

- Strong academic background in finance, accounting, or related fields.

- Basic understanding of financial planning, investment concepts, and risk management.

- Eager to learn, with analytical thinking and problem-solving skills.

- Good communication skills and ability to work in a team-oriented environment.

- High ethical standards and commitment to client service excellence.