Karanwal Capital - Associate - Wealth Management

Associate - Wealth Management

Description:

Karanwal Capital is not a third-party advisory firm. We are a systematic family office managing $25M+ of our own capital. We do not have clients in the traditional sense; our only mandate is the compounding and protection of the firms proprietary wealth. We are looking for an Associate to act as the Strategic Orchestrator of this wealth ensuring that our systematic investment returns translate into a structured, tax-efficient, and multi-generational legacy.

The Mandate:

- You will manage the big picture of the $25M+ AUM.

- This includes tracking asset allocation across systematic equities, private credit, venture capital, and real estate.
Wealth Architecture:

- Work alongside the principal and tax advisors to design and maintain structures (Trusts, LLCs, Holding Companies) that optimize for long-term compounding and tax efficiency.
Cash Flow & Liquidity Management:

- Ensure the firms lifestyle and reinvestment needs are met without disrupting systematic investment strategies.

- You will manage the "liquidity ladder."
Consolidated Reporting:

- We move beyond basic brokerage statements.

- You will build and maintain high-level dashboards that provide a "single source of truth" for the firms net worth, including performance vs. internal benchmarks.
Estate & Legacy Planning:

- Assist in the administration of estate documents and family governance frameworks, ensuring that the firm is architected for the next generation.
Special Projects:

- Manage "One-Off" high-value transactions, such as private equity drawdowns, luxury asset acquisitions, or philanthropic initiatives.
Candidate Profile:
- Experience: 2 to 5 years in a Multi-Family Office, Private Wealth desk (UHNW focus), or a high-end Boutique Investment Firm.
- Qualifications: CA, CFP, or MBA (Finance). We value candidates who understand the tax and legal side of money as much as the "investment" side.
- Systematic Mindset: While you aren't writing code, you must understand our Python/Rust infrastructure's outputs and communicate how they impact the overall wealth strategy.
- Discretion: You will be handling sensitive data regarding the firms principals. Absolute confidentiality is the baseline.
- Tech-Native: You should be comfortable with modern wealth-tracking platforms and possess advanced MS Excel skills.
Why Join Us?:
- The Buy-Side Advantage: No sales targets. No cold calling. No client acquisition. Your only goal is the health of the internal portfolio.
- Strategic Autonomy: You will work directly with the Principal Officer, having a seat at the table for major capital allocation decisions.
- Remote Flexibility: Based in Mumbai, but we support a remote-first workflow for disciplined professionals.