Aikya Connect
Website:
aikyaconnect.com
Job details:
Firm
A Bengaluru-based Single Family Office managing a diversified multi-asset portfolio across
listed equities, fixed income, mutual funds, PMS, AIFs, private equity, venture capital, real
estate, and alternative investments.
Location & Mode
Bengaluru, Karnataka — fully in-office
Experience
2-4 years of relevant experience in a family office, asset management, PMS/AIF, wealth
management, investment banking, or Big 4 deals/valuation practice.
Compensation
As per industry standards.
Key Responsibilities
1. Portfolio Reporting & MIS
- Prepare and circulate daily portfolio dashboards, including mark-to-market movements,
cash positions, and asset allocation drift
- Build weekly and monthly MIS packs covering performance, attribution, benchmark
comparison, and exposure analytics
- Deliver ad-hoc reports for principals — concentration analysis, liquidity waterfalls, tax
harvesting views, scenario runs
- Maintain accurate portfolio books across asset classes.
2. Portfolio Data Management
- Maintain the master investment records — trade logs, NAV updates, capital calls,
distributions, redemptions, and corporate actions
- Reconcile custodian, broker, PMS, AIF, and bank statements on a periodic basis
- Track commitments vs. drawdowns across PE/VC funds and direct deals
- Own data hygiene across internal systems and Excel/Google Sheets trackers
3. Stakeholder Coordination
- Coordinate data requests, KYC refreshes, subscription documents, and compliance
paperwork
- Schedule and organize fund manager calls, IC meetings, and family review sessions;
circulate agendas and minutes
- Manage document vaults and ensure audited record keeping
4. Investment Research Support
- Assist the investment team with market updates, sector notes, initiating research, and
earnings summaries
- Support due diligence on PE/VC funds, direct deals, and new investment opportunities —
data gathering, peer benchmarking, track record analysis
- Monitor macro, Indian equity, fixed income, and commodity market developments
5. Presentations & Communication
- Help Investment team gather data to Build clean, board-ready PowerPoint decks for
Investment Committee meetings, family reviews, and quarterly updates
- Translate complex portfolio data into clear visuals and narratives
Must-Have Skills
- Advanced Excel / Google Sheets — pivot tables, lookups, financial functions, basic
modeling
- Strong PowerPoint / Google Slides design sense
- Solid grasp of portfolio concepts — XIRR, TWRR, MOIC, attribution, duration, beta
- Professional written and verbal English communication
- High attention to detail, discretion, and ownership
Good-to-Have
- Exposure to Bloomberg Terminal, Refinitiv, Screener.in, or similar platforms
- Familiarity with PMS/AIF operational workflows and Indian tax/regulatory framework
- Experience with portfolio management systems (Addepar, Asset Vantage, Canopy, etc.)
- Python / SQL for basic data handling
What You'll Get
- A front-row seat to how a modern family office allocates capital across public and private
markets
- Direct exposure to principals, top-tier fund managers, and external advisors
- A steep learning curve across asset classes, structuring, and reporting
- A compact, high-trust team with meaningful ownership from day one
Click on Apply to know more.