Role OverviewWe are seeking an experienced and highly skilled Senior Investment Analyst & Project Manager to join our dynamic team. This unique dual role combines investment analysis with project management, offering an exciting opportunity for professionals who want to leverage their financial expertise while leading key initiatives. Key ResponsibilitiesInvestment Analysis & StrategyConduct in-depth research and analysis on investment options, including equities, fixed income, mutual funds, ETFs, and alternative investments.Prepare, review, and present investment research reports, financial models, and performance evaluations.Provide timely and accurate performance reports for corporate retirement plans and high-net-worth clients.Maintain and update investment models in Morningstar and other financial tools.Evaluate and monitor investment manager performance, ensuring alignment with fiduciary standards.Conduct due diligence on approved funds, making recommendations for adjustments when necessary.Project Management & ExecutionOversee and track multiple projects, ensuring timely execution and successful completion.Establish project timelines, milestones, and deliverables, ensuring alignment with business objectives.Organize and prioritize tasks efficiently to optimize team productivity and performance.Ensure quality control in deliverables by reviewing and validating reports, financial models, and client presentations.Facilitate cross-functional communication to align teams, stakeholders, and clients on project goals and expectations.Identify bottlenecks and risks in workflows, implementing proactive solutions to mitigate them.Qualifications and Skills RequiredMust-Have: 8+ years of experience in investment analysis, portfolio management, or financial modeling.Bachelors or Masters degree in Finance, Economics, or a related field.CFA Level 1 completed (preferred MBA or CFA in progress).Strong proficiency in Microsoft Excel, Word, and investment tools (e.g., Morningstar Direct, Portfolio Center).Expertise in fund evaluation, financial modeling, and risk assessment.Excellent written and verbal communication skills for clear financial presentations.Ability to manage multiple projects, stakeholders, and tight deadlines.Preferred:Experience in U.S. regulatory frameworks and corporate retirement plans.Familiarity with Junxure, Portfolio Center, and other investment platforms.

Role & responsibilities Position Summary:We are searching for qualified and motivated individuals with specialized experience in preparing 1040s tax returns to join our team. The ideal candidate will have a strong understanding of U.S. tax laws, particularly those applicable to high-net-worth individuals, partnerships, and corporationsCore Responsibilities included but not limited to:Deliver a comprehensive range of individual tax services, ensuring compliance with relevant laws and regulations within specified deadlines.Build and maintain strong relationships with clients, offering excellent planning, consulting, and expertise to meet their tax needs.Specialized in tax planning and prepare/review complex 1040 tax returns for high-net-worth individuals, ensuring accuracy and compliance with U.S. tax laws: with a preference for knowledge of BNAAnalyze client documentation and gather necessary documentation to complete tax returns.Prepare and file extensions and amendments as needed.Work directly with U.S. in-charges, delivering exemplary service that exceeds clients expectations and fosters long-term relationships.Preferred candidate profile Education:Professional qualifications such as CA, CA Inter, CPA, EA cleared/pursuing, or M.COM. with relevant experience.Experience:Minimum of 5-10 years of experience in preparing U.S Tax from 1040 especially (HNI) high net worth individual tax returns.Experience working in a CPA firm or similar environment is highly desirable.Extensive knowledge of a broad range of U.S. income tax laws.Technical Skills:Proficiency in tax software like - CCH Axcess and ProFx. Tax research software (Bloomberg BNA, RIA Checkpoint) and Microsoft Office applications.Strong understanding of US tax codes and regulations.Soft Skills:Excellent analytical, organizational, project management, and problem-solving skills. Strong attention to detail and organizational skills.Ability to communicate effectively with U.S in-charges / Clients and team members.High level of integrity and professionalism.Other Requirements:Ability to work independently and manage multiple tasks.Flexibility to work extended hours during tax season.Ability to train and mentor staff, promoting a culture of learning and development.Perks and benefits ALDRICH BUSINESS SERVICES PVT. LTD. is certified as a Great Place to Work, offering a supportive and inclusive work environment. As a subsidiary of the Aldrich group of companies, one of the Top-100 largest U.S. accounting firms, we are committed to improving the lives of our people, clients, and communities.Competitive salaryBenefits including company-provided health insurance, gratuity vesting. Performance based reviews & potential bonuses.Monday- Friday- 9.00 AM to 6.00 PM21 business days paid time off9 business days of holiday closures