CS & Compliance Officer

Family Office Investment Operations Analyst

Family Office is looking for a detail-oriented and disciplined professional to manage comprehensive investment recordkeeping and MIS reporting. The role involves maintaining accurate transaction records, tracking multiple investment portfolios, and generating daily, weekly, and monthly reports for management review.

This position is ideal for candidates seeking a long-term career in investment accounting and family office operations, with opportunities to leverage automation and AI-driven investment tools.

Roles & Responsibilities:

• Review and Interpretation of Investment Documents
  Read, understand, and analyze agreements such as Shareholders' Agreements, Share Purchase Agreements, Term Sheets, Contribution Agreements, and Private Placement Memorandums related to investments in Startups and Alternate Investment Funds (AIFs).

• Investor Rights Analysis
  Identify, evaluate, and summarize key investor rightsincluding pre-emptive rights, tag-along rights, information rights, anti-dilution protections, and others—to ensure the safeguarding of investor interests across all portfolio entities.

• Documentation Management & Coordination
  Act as the custodian and primary point of contact with portfolio companies to ensure complete and timely availability of essential documents such as share certificates, valuation reports, shareholders’ resolutions, and other investment or exit-related records.

• MIS & Performance Reporting
  Support the Family Office team in preparing MIS reports, performance dashboards, and periodic updates to enable informed decision-making.

• Research & Regulatory Compliance Support
  Prepare checklists, briefs, and concept notes on relevant topics and regulatory developments, including Angel Funds, accreditation criteria, ARR, MRR, and other applicable changes.

Key Skills

• Attention to Details
• Excel Proficiency
• Communication Skill
• Continuous Learning & Adapting