Investment Officer – Family Office

pesh group; Maharashtra; On-site; INR 223,000 - 446,000; Full time

Job summary

pesh group seeks an Investment Officer to drive the Family Office's investment function, ensuring accurate financial reporting, regulatory compliance, and strategic decision support to grow family wealth. The role requires discretion, trust, and strong market acumen.

Based in Pune, Maharashtra, the position is an in-person role with two days per week work. You will coordinate with asset managers, perform due diligence, manage a multi-asset portfolio, and prepare regular investment reports for

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA, ACCA, or CFA designation strongly preferred; NISM certification also preferred.
• 5+ to 7 years of relevant experience, ideally in a Family Office or private wealth management.
• Solid understanding of multi-asset class investing and financial reporting.
• High proficiency in Excel and investment tracking software (MProfit).
• Strong analytical, organizational, and interpersonal skills.
• Absolute discretion and confidentiality with sensitive information.
• Experience with trust and estate accounting.
• Familiarity with private investments, alternative assets, and family governance.
• Proactive, detail-oriented, and able to manage multiple priorities.
• High degree of integrity and professional ethics.
• Working Schedule: two days per week.

Responsibilities

• Coordinate with external asset managers, banks, and advisors to optimize returns.
• Conduct due diligence on investment opportunities and provide analysis.
• Monitor and manage the portfolio across equities, fixed income, real estate, private equity, and alternatives.
• Prepare investment summaries and presentations for principals and advisors.
• Maintain detailed investment records and ensure regulatory and policy compliance.
• Track and report portfolio performance, asset allocation, and market trends.
• Prepare daily, monthly, quarterly, and annual portfolio reports.
• Support internal and external audits and ensure financial and legal standards compliance.

Skills

Financial reporting

Multi-asset investing

Excel

MProfit

Analytical skills

Discretion

Interpersonal skills

Education

Bachelor's degree in Accounting or Finance

CPA/ACCA/CFA or NISM certification

Tools

Microsoft Excel

MProfit

Portfolio management software

Job description

Job Summary

The Investment Officer will serve as a key financial steward for the Family Office, overseeing the Investment functions and managing the family’s investment portfolio. This position is responsible for ensuring accurate financial reporting, maintaining compliance, and supporting strategic investment decisions to preserve and grow family wealth. The role requires discretion, trustworthiness, and strong financial market investment acumen.

Investment Oversight

• Coordinate with external asset managers, banks, and financial advisors to optimize investment returns and ensure alignment with the family’s objectives.
• Conduct due diligence on investment opportunities and provide financial analysis and risk assessments.
• Monitor and manage the family’s investment portfolio, including equities, fixed income, real estate, private equity, and alternative assets.
• Prepare investment summaries and presentations for family principals and advisors.
• Maintain detailed investment records and ensure compliance with applicable regulations and family policies.
• Track and report on portfolio performance, asset allocation, and market trends.
• Prepare daily, monthly, quarterly, and annual Portfolio reports for family principals.
• Support internal and external audits and ensure compliance with financial and legal standards.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA, ACCA, or CFA designation strongly preferred. NISM certified preferred
• Skill : 5+ 7 years of relevant experience, ideally including experience in a Family Office or private wealth management environment.
• Solid understanding of multi-asset class investing and financial reporting principles.
• High proficiency in Excel and investment tracking software (Mprofit)
• Strong analytical, organizational, and interpersonal skills.
• Absolute discretion and confidentiality in handling sensitive financial and personal information.
• Preferred Attributes: Experience with trust and estate accounting.
• Familiarity with private investments, alternative assets, and family governance structures.
• Proactive, detail-oriented, and able to manage multiple priorities independently.
• High degree of integrity and professional ethics.
• Working Schedule: The employee will be required to work two days per week, in accordance with the organization’s operational requirements.

Reporting To

Family Office CIO and Head Finance and Accounts / Principal Family Member

Pay: ₹20,000.00 - ₹40,000.00 per month

Ability to commute/relocate

• Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred)

Location

• Pune, Maharashtra (Preferred)

Work Location: In person