Jobs
Interviews

Avestar Advisory

19 Job openings at Avestar Advisory
Senior Manager Accounts & Finance India 10 years INR 10.0 - 10.0 Lacs P.A. On-site Full Time

Role Description This is a full-time on-site role for a Manager - Accounts & Billing at Avestar Advisory located in Mumbai, with an overall experience of 10+ years and team management experience of 3+ years. The Manager will be responsible for overseeing all aspects of accounts and billing, managing financial transactions, preparing financial reports, and ensuring compliance with accounting regulations. Qualifications Accounting, Finance, and Billing skills Proficiency in financial transactions and reporting Knowledge of accounting regulations and compliance Attention to detail and strong analytical skills Excellent organizational and time management skills Experience in managing a team - Minimum 3 years Master's degree in Accounting, Finance, or related field Professional qualifications such as CA, CMA, ACCA etc. are mandatory Job Types: Full-time, Permanent Pay: From ₹1,000,000.00 per year Benefits: Health insurance Leave encashment Schedule: Day shift Evening shift Monday to Friday Supplemental Pay: Yearly bonus Ability to commute/relocate: Fort, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 8 years (Required) License/Certification: CA/CMA/ACCA or Equivalent qualification? (Required) Work Location: In person Expected Start Date: 15/07/2025

Senior Manager Accounts & Finance Fort, Mumbai, Maharashtra 3 - 8 years INR Not disclosed On-site Full Time

Role Description This is a full-time on-site role for a Manager - Accounts & Billing at Avestar Advisory located in Mumbai, with an overall experience of 10+ years and team management experience of 3+ years. The Manager will be responsible for overseeing all aspects of accounts and billing, managing financial transactions, preparing financial reports, and ensuring compliance with accounting regulations. Qualifications Accounting, Finance, and Billing skills Proficiency in financial transactions and reporting Knowledge of accounting regulations and compliance Attention to detail and strong analytical skills Excellent organizational and time management skills Experience in managing a team - Minimum 3 years Master's degree in Accounting, Finance, or related field Professional qualifications such as CA, CMA, ACCA etc. are mandatory Job Types: Full-time, Permanent Pay: From ₹1,000,000.00 per year Benefits: Health insurance Leave encashment Schedule: Day shift Evening shift Monday to Friday Supplemental Pay: Yearly bonus Ability to commute/relocate: Fort, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 8 years (Required) License/Certification: CA/CMA/ACCA or Equivalent qualification? (Required) Work Location: In person Expected Start Date: 15/07/2025

Senior Business Analyst India 5 - 10 years INR 5.0 - 12.0 Lacs P.A. On-site Full Time

Job Title: Senior Business Analyst Location: Trivandrum, Kerala (Onsite) Experience: 5–10 years Employment Type: Full-time About the Role: We are looking for a highly motivated and experienced Senior Business Analyst to join our product team in Trivandrum. You will play a pivotal role in shaping product strategy, gathering and analyzing business requirements, and ensuring seamless communication between stakeholders and the development team. Key Responsibilities: Collaborate with product managers, UX designers, and engineering teams to define and refine product requirements. Conduct stakeholder interviews, workshops, and market research to gather business needs. Translate business requirements into detailed user stories, use cases, and process flows. Work closely with development and QA teams to ensure accurate implementation of features. Analyze product performance using data and recommend improvements. Maintain product documentation and support change management processes. Act as a liaison between business units and technical teams to ensure alignment. Required Skills & Qualifications: 5–10 years of experience as a Business Analyst in a product-based or tech-driven company. Strong understanding of product lifecycle and Agile/Scrum methodologies. Proficiency in tools like JIRA, Confluence, Figma/Balsamiq, and MS Office Suite. Experience with SQL and data visualization tools (e.g., Power BI, Tableau) is a plus. Excellent communication, presentation, and stakeholder management skills. Strong analytical and problem-solving abilities. Bachelor’s or Master’s degree in Business, Computer Science, Engineering, or a related field. Preferred Qualifications: Experience working in SaaS or B2B product environments. Familiarity with API documentation and integration workflows. Certifications like CBAP, PMI-PBA, or Agile BA are a plus. Why Join Us? Work on cutting-edge products with a talented and passionate team. Competitive compensation and benefits. Opportunity to grow in a dynamic and collaborative environment. Modern office space in the heart of Trivandrum’s tech hub. Job Types: Full-time, Permanent Pay: ₹500,000.00 - ₹1,200,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Schedule: Day shift Monday to Friday Ability to commute/relocate: Kazhakoottam, Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: relevant: 5 years (Required) Work Location: In person Expected Start Date: 01/08/2025

Senior Business Analyst Kazhakoottam, Thiruvananthapuram, Kerala 0 - 5 years INR 5.0 - 12.0 Lacs P.A. On-site Full Time

Job Title: Senior Business Analyst Location: Trivandrum, Kerala (Onsite) Experience: 5–10 years Employment Type: Full-time About the Role: We are looking for a highly motivated and experienced Senior Business Analyst to join our product team in Trivandrum. You will play a pivotal role in shaping product strategy, gathering and analyzing business requirements, and ensuring seamless communication between stakeholders and the development team. Key Responsibilities: Collaborate with product managers, UX designers, and engineering teams to define and refine product requirements. Conduct stakeholder interviews, workshops, and market research to gather business needs. Translate business requirements into detailed user stories, use cases, and process flows. Work closely with development and QA teams to ensure accurate implementation of features. Analyze product performance using data and recommend improvements. Maintain product documentation and support change management processes. Act as a liaison between business units and technical teams to ensure alignment. Required Skills & Qualifications: 5–10 years of experience as a Business Analyst in a product-based or tech-driven company. Strong understanding of product lifecycle and Agile/Scrum methodologies. Proficiency in tools like JIRA, Confluence, Figma/Balsamiq, and MS Office Suite. Experience with SQL and data visualization tools (e.g., Power BI, Tableau) is a plus. Excellent communication, presentation, and stakeholder management skills. Strong analytical and problem-solving abilities. Bachelor’s or Master’s degree in Business, Computer Science, Engineering, or a related field. Preferred Qualifications: Experience working in SaaS or B2B product environments. Familiarity with API documentation and integration workflows. Certifications like CBAP, PMI-PBA, or Agile BA are a plus. Why Join Us? Work on cutting-edge products with a talented and passionate team. Competitive compensation and benefits. Opportunity to grow in a dynamic and collaborative environment. Modern office space in the heart of Trivandrum’s tech hub. Job Types: Full-time, Permanent Pay: ₹500,000.00 - ₹1,200,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Schedule: Day shift Monday to Friday Ability to commute/relocate: Kazhakoottam, Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: relevant: 5 years (Required) Work Location: In person Expected Start Date: 01/08/2025

Senior Manager Accounts & Finance Sholinganallur, Chennai, Tamil Nadu 3 - 8 years None Not disclosed On-site Full Time

Role Description This is a full-time on-site role for a Manager - Accounts & Billing at Avestar Advisory located in Mumbai, Trivandrum and Chennai, with an overall experience of 10+ years and team management experience of 3+ years. The Manager will be responsible for overseeing all aspects of accounts and billing, managing financial transactions, preparing financial reports, and ensuring compliance with accounting regulations. Qualifications Accounting, Finance, and Billing skills Proficiency in financial transactions and reporting Knowledge of accounting regulations and compliance Attention to detail and strong analytical skills Excellent organizational and time management skills Experience in managing a team - Minimum 3 years Master's degree in Accounting, Finance, or related field Professional qualifications such as CA, CMA, ACCA etc. are mandatory Job Types: Full-time, Permanent Pay: From ₹1,000,000.00 per year Benefits: Health insurance Leave encashment Schedule: Day shift Evening shift Monday to Friday Supplemental Pay: Yearly bonus Ability to commute/relocate: Sholinganallur, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 8 years (Required) License/Certification: CA/CMA/ACCA or Equivalent qualification? (Required) Work Location: In person Expected Start Date: 15/07/2025

Senior Business Analyst/Product Owner Thiruvananthapuram, Kerala 0 - 5 years INR 5.0 - 14.0 Lacs P.A. On-site Full Time

Job Title: Senior Business Analyst Location: Trivandrum (Onsite) Experience: 5–10 years Employment Type: Full-time About the Role: We are looking for a highly motivated and experienced Product Owner or Senior Business Analyst to join our product team in Chennai or Trivandrum. You will play a pivotal role in shaping product strategy, gathering and analyzing business requirements, and ensuring seamless communication between stakeholders and the development team. Key Responsibilities: Collaborate with product managers, UX designers, and engineering teams to define and refine product requirements. Conduct stakeholder interviews, workshops, and market research to gather business needs. Translate business requirements into detailed user stories, use cases, and process flows. Work closely with development and QA teams to ensure accurate implementation of features. Analyze product performance using data and recommend improvements. Maintain product documentation and support change management processes. Act as a liaison between business units and technical teams to ensure alignment. Required Skills & Qualifications: 5–10 years of experience as a Business Analyst in a product-based or tech-driven company. Strong understanding of product lifecycle and Agile/Scrum methodologies. Proficiency in tools like JIRA, Confluence, Figma/Balsamiq, and MS Office Suite. Experience with SQL and data visualization tools (e.g., Power BI, Tableau) is a plus. Excellent communication, presentation, and stakeholder management skills. Strong analytical and problem-solving abilities. Bachelor’s or Master’s degree in Business, Computer Science, Engineering, or a related field. Preferred Qualifications: Experience working in SaaS or B2B product environments. Familiarity with API documentation and integration workflows. Certifications like CBAP, PMI-PBA, or Agile BA are a plus. Why Join Us? Work on cutting-edge products with a talented and passionate team. Competitive compensation and benefits. Opportunity to grow in a dynamic and collaborative environment. Modern office space in the heart of Trivandrum’s tech hub. Job Types: Full-time, Permanent Pay: ₹500,000.00 - ₹1,400,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Ability to commute/relocate: Kazhakoottam, Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: relevant: 5 years (Required) Work Location: In person Expected Start Date: 01/08/2025

Senior Technical Architect Sholinganallur, Chennai, Tamil Nadu 0 - 3 years None Not disclosed On-site Full Time

Job Title: Senior Technical Architect / Head of Engineering – Investment Focus Location: Chennai Experience: 12+ years Employment Type: Full-time Team Size: 12 (including 3 senior Java developers) Tech Stack: React, Angular, Node.js, Java About the Role We are seeking a visionary and hands-on Senior Technical Architect / Head of Engineering to lead the next phase of our investment portfolio management platform. This is a strategic role that combines deep technical expertise with leadership and product vision. You will work closely with the development team, product stakeholders, and leadership to define the technical roadmap, drive architectural decisions, and integrate cutting-edge technologies including AI. Key Responsibilities Architectural Leadership: Define and evolve the backend architecture to ensure scalability, performance, and security. Technology Strategy: Evaluate and recommend technologies, frameworks, and tools aligned with business goals. AI Integration: Lead the integration of AI/ML capabilities into the product to enhance analytics, automation, and user experience. Security & Compliance: Establish best practices for data security, privacy, and regulatory compliance in financial software. Team Mentorship: Guide and mentor developers, especially in backend and full-stack development. DevOps & CI/CD: Oversee deployment pipelines, cloud infrastructure, and system monitoring. Cross-functional Collaboration: Work with product managers and stakeholders to align technical solutions with business needs. Code Quality & Standards: Ensure high standards of code quality, testing, and documentation. Required Skills & Experience 12+ years of experience in software development with a strong focus on backend systems and architecture. Proven experience with Node.js , Java , and modern frontend frameworks like React and Angular . Deep understanding of RESTful APIs , microservices , and cloud platforms (AWS, Azure, or GCP). Experience in financial software or investment platforms is a strong plus. Familiarity with AI/ML integration in web applications. Strong knowledge of security best practices in web and financial applications. Excellent communication and leadership skills. Nice to Have Experience with containerization (Docker, Kubernetes). Knowledge of GraphQL, WebSockets, or event-driven architecture. Exposure to data visualization libraries and financial analytics tools. Prior experience in a startup or fast-paced product environment. Why Join Us? Be part of a growing team building a high-impact product in the fintech space. Opportunity to shape the technical direction and culture of the engineering team. Work on challenging problems with modern technologies and AI integration. Competitive compensation and flexible work environment. Job Types: Full-time, Permanent Pay: From ₹1,700,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Ability to commute/relocate: Sholinganallur, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Preferred) Experience: Development: 10 years (Required) Team management: 3 years (Required) Work Location: In person

Executive Assistant and Relationship Manager chennai,tamil nadu 10 - 14 years INR Not disclosed On-site Full Time

As an experienced and dynamic Executive Assistant and Relationship Manager, you will be supporting our CEO in the banking or investment industry. With over 10 years of relevant experience, you will be responsible for managing schedules, meetings, and calls with US-based clients and stakeholders. Your exceptional communication skills will be crucial in coordinating and facilitating interactions between the CEO and internal/external parties. Your key responsibilities will include managing the CEO's calendar, organizing meeting agendas, handling confidential information discreetly, and assisting in report and presentation preparation. Building and nurturing strong relationships with clients, partners, and key contacts will also be a significant part of your role. During meetings, your administrative support will involve taking minutes and tracking action items to ensure the CEO's preparedness for engagements. To excel in this role, you must possess a minimum of 10 years of industry experience, proven executive assistant capabilities, exceptional organizational skills, and proficiency in Microsoft Office Suite. Your ability to adapt to US communication styles, work independently, and maintain a high level of professionalism and confidentiality will be essential. Flexibility to work in US time zones and familiarity with CRM software and project management tools are preferred. In return, we offer a competitive salary with performance-based bonuses, flexible working hours, and the opportunity to collaborate with a dynamic team. Professional development opportunities and benefits such as health insurance, leave encashment, work from home options, and a yearly bonus are part of the package. If you have previous experience in a CEO/MD support role, a Master's degree, and high proficiency in verbal communication with a US accent, we encourage you to apply for this full-time, permanent position with overnight shift availability.,

Senior Business Analyst/Product Owner thiruvananthapuram,kerala 5 - 10 years INR Not disclosed On-site Full Time

As a Senior Business Analyst at our company, you will be a key member of the product team based in Chennai or Trivandrum. Your role will involve shaping the product strategy, analyzing business requirements, and facilitating effective communication between stakeholders and the development team. Your responsibilities will include collaborating with product managers, UX designers, and engineering teams to define and refine product requirements. You will conduct stakeholder interviews, workshops, and market research to gather business needs, and then translate these requirements into detailed user stories, use cases, and process flows. Working closely with development and QA teams, you will ensure the accurate implementation of features and analyze product performance using data to recommend improvements. Additionally, you will be responsible for maintaining product documentation and supporting change management processes, acting as a liaison between business units and technical teams to ensure alignment. To excel in this role, you should have 5-10 years of experience as a Business Analyst in a product-based or tech-driven company. A strong understanding of the product lifecycle and Agile/Scrum methodologies is essential, along with proficiency in tools such as JIRA, Confluence, Figma/Balsamiq, and the MS Office Suite. Experience with SQL and data visualization tools like Power BI or Tableau is a plus. Excellent communication, presentation, and stakeholder management skills are required, along with strong analytical and problem-solving abilities. A Bachelor's or Master's degree in Business, Computer Science, Engineering, or a related field is preferred. If you have experience working in SaaS or B2B product environments, familiarity with API documentation and integration workflows, or certifications like CBAP, PMI-PBA, or Agile BA, it would be advantageous. Joining our team will offer you the opportunity to work on cutting-edge products with a talented and passionate team, along with competitive compensation and benefits. You will have the chance to grow in a dynamic and collaborative environment, working in a modern office space located in Trivandrum's tech hub. This is a full-time, permanent position with benefits including a flexible schedule, health insurance, and Provident Fund. The ability to reliably commute or plan to relocate to Kazhakoottam, Thiruvananthapuram, Kerala is required. We are looking for candidates with a Bachelor's degree and at least 5 years of relevant experience. The expected start date for this in-person role is 01/08/2025.,

Investment Analyst Thiruvananthapuram 5 years INR 8.0 - 8.0 Lacs P.A. On-site Full Time

Role Description This is a full-time on-site role for a Invesment Portfolio Manager at Avestar Advisory located in Trivandrum & Mumbai, with an overall experience of 5+ years and experience of 3+ years in investment operations & fund due diligence. This role will regularly participate in cross-functional teams and interact with multiple departments including Product Management, Marketing, Digital Experience, Sales, Compliance, Legal, Investment Accounting, Investment Operations, and Investment Management. The role requires daily interaction with individual contributors, managers, and directors as well as regular contact with Vice Presidents and other senior leaders. In addition, the role requires frequent contact with external firms including third-party investment management firms, external vendors, and software providers. The role will influence senior managers and directors when making decisions regarding product management and product development opportunities. Qualifications Masters in Finance plus 5-10 years of industry experience Knowledge and experience using investment-related software tools such as Morningstar Direct, FactSet, Aladdin, ISS Market Intelligence Simfund Enterprise, Bloomberg, and/or Zephyr StyleADVISOR. Five-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience. FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer. Progress towards an advanced industry designation such as CFA, ChFC, CFP, CIMA, or CLU is preferred. Must have strong investment acumen including knowledge of modern portfolio theory statistics. Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the ability to influence others without direct control. Job Types: Full-time, Permanent Pay: From ₹800,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 5 years (Required) License/Certification: CA/CFA/CFP or Equivalent qualification? (Required) Work Location: In person Expected Start Date: 15/08/2025

Front End Angular Developer India 4 years INR 5.0 - 5.0 Lacs P.A. On-site Full Time

We are looking for a skilled front-end Angular developer interested in building performant web apps to join our front-end development team. Our ideal applicant will know HTML5, CSS, JavaScript, TypeScript, and Angular15 (or any higher version). You will also be responsible for profiling and improving front-end performance and documenting our front-end codebase. Angular Developer Responsibilities: · Developing and implementing highly responsive user interface components utilizing modern web standards. · Construct visualizations that can depict vast amounts of data. · Optimize components for maximum performance across a vast array of web-capable devices and browsers. · Troubleshooting interface software and debugging application code. · Build reusable components and front-end libraries for future use. · Monitoring and improving front-end performance. · Documenting application changes and developing updates. · Reviewing application requirements and interface designs. · Meeting with the team to discuss user interface ideas and applications. · Work closely with end-users, web designers, and project managers to create strong and effective applications. Education and experience · Bachelor’s degree in computer science, information technology, or related field. · Master’s degree is a plus. · 4+ years of experience in software development. · Strong proficiency in JavaScript, TypeScript, Angular15 (or any higher version), HTML5, CSS and NgRx. · Ability to understand business requirements and translate them into technical requirements. · Knowledge of common workflows for developers, including software like Git to manage code source history. · Ability to both write code from scratch and adapt to working with legacy code bases. · Experience with AWS or similar cloud hosting services. Job Types: Full-time, Permanent Pay: From ₹500,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Kazhakoottam, Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Expertise in front-end development - Angular, React etc. and possess basic HTML5, CSS3, and JavaScript skills Education: Bachelor's (Required) Experience: relevant: 4 years (Required) Work Location: In person

Front End Angular Developer Kazhakoottam, Thiruvananthapuram, Kerala 0 - 4 years None Not disclosed On-site Full Time

We are looking for a skilled front-end Angular developer interested in building performant web apps to join our front-end development team. Our ideal applicant will know HTML5, CSS, JavaScript, TypeScript, and Angular15 (or any higher version). You will also be responsible for profiling and improving front-end performance and documenting our front-end codebase. Angular Developer Responsibilities: · Developing and implementing highly responsive user interface components utilizing modern web standards. · Construct visualizations that can depict vast amounts of data. · Optimize components for maximum performance across a vast array of web-capable devices and browsers. · Troubleshooting interface software and debugging application code. · Build reusable components and front-end libraries for future use. · Monitoring and improving front-end performance. · Documenting application changes and developing updates. · Reviewing application requirements and interface designs. · Meeting with the team to discuss user interface ideas and applications. · Work closely with end-users, web designers, and project managers to create strong and effective applications. Education and experience · Bachelor’s degree in computer science, information technology, or related field. · Master’s degree is a plus. · 4+ years of experience in software development. · Strong proficiency in JavaScript, TypeScript, Angular15 (or any higher version), HTML5, CSS and NgRx. · Ability to understand business requirements and translate them into technical requirements. · Knowledge of common workflows for developers, including software like Git to manage code source history. · Ability to both write code from scratch and adapt to working with legacy code bases. · Experience with AWS or similar cloud hosting services. Job Types: Full-time, Permanent Pay: From ₹500,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Kazhakoottam, Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Expertise in front-end development - Angular, React etc. and possess basic HTML5, CSS3, and JavaScript skills Education: Bachelor's (Required) Experience: relevant: 4 years (Required) Work Location: In person

Investment Analyst Thiruvananthapuram, Kerala 0 - 5 years None Not disclosed On-site Full Time

Role Description This is a full-time on-site role for a Invesment Portfolio Manager at Avestar Advisory located in Trivandrum & Mumbai, with an overall experience of 5+ years and experience of 3+ years in investment operations & fund due diligence. This role will regularly participate in cross-functional teams and interact with multiple departments including Product Management, Marketing, Digital Experience, Sales, Compliance, Legal, Investment Accounting, Investment Operations, and Investment Management. The role requires daily interaction with individual contributors, managers, and directors as well as regular contact with Vice Presidents and other senior leaders. In addition, the role requires frequent contact with external firms including third-party investment management firms, external vendors, and software providers. The role will influence senior managers and directors when making decisions regarding product management and product development opportunities. Qualifications Masters in Finance plus 5-10 years of industry experience Knowledge and experience using investment-related software tools such as Morningstar Direct, FactSet, Aladdin, ISS Market Intelligence Simfund Enterprise, Bloomberg, and/or Zephyr StyleADVISOR. Five-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience. FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer. Progress towards an advanced industry designation such as CFA, ChFC, CFP, CIMA, or CLU is preferred. Must have strong investment acumen including knowledge of modern portfolio theory statistics. Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the ability to influence others without direct control. Job Types: Full-time, Permanent Pay: From ₹800,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 5 years (Required) License/Certification: CA/CFA/CFP or Equivalent qualification? (Required) Work Location: In person Expected Start Date: 15/08/2025

Lead Generation Specialist india 1 - 3 years INR 2.0 - 7.0 Lacs P.A. Remote Full Time

What You’ll Do (Key Responsibilities) · CRM Management · Update and maintain client and prospect records in Redtail and Salesforce. · Ensure data hygiene, proper tagging, and timely follow-ups. · Generate weekly reports on leads, outreach, and engagement. · Lead Generation & Prospecting · Use LinkedIn Sales Navigator and the CEO’s LinkedIn network to identify and qualify new leads. · Extract warm leads from current contacts and referral networks. · Track referral opportunities and maintain a structured lead funnel. · Business Development Support · Research prospective clients and prepare briefing notes for senior advisors. · Assist in managing outreach campaigns and client follow-ups. · Coordinate with the US team to align on target prospects and lead quality. · Compliance & Professional Standards · Handle all data with strict confidentiality. · Follow US wealth management standards and processes in client communication and reporting. What We’re Looking For (Requirements) · Education: Bachelor’s degree in Business Administration, Finance, Marketing, or related field. · Experience: 1–3 years in CRM operations, business development support, or lead generation (financial services preferred). · Tools You’ll Work With: CRM platforms (Redtail, Salesforce), LinkedIn Sales Navigator, ZoomInfo (added advantage), Excel/Google Sheets, MS Office, Slack/Teams. · Skills: Strong organizational and analytical skills, excellent written and spoken English, attention to detail, ability to handle sensitive client data. Nice to Have (Preferred but Not Mandatory) · Knowledge of US financial services or wealth management industry. · Experience in referral tracking or pipeline reporting. · Exposure to digital marketing/outreach tools. What We Offer · Opportunity to work with a US-based wealth management firm while being part of a Trivandrum-based team. · Exposure to global standards in CRM, lead generation, and financial services operations. · A collaborative, growth-oriented workplace. · Competitive compensation with performance-based growth. Job Types: Full-time, Permanent Pay: ₹200,000.00 - ₹700,000.00 per year Benefits: Health insurance Leave encashment Work from home Application Question(s): Experience with CRM software and project management tools. Previous experience in using LinkedIn Sales Navigator or similar Education: Bachelor's (Required) Experience: total work: 2 years (Required) Language: High proficiency in verbal communication - US Accent (Required) Shift availability: Day Shift (Preferred) Work Location: In person

Senior Analyst - Accounts & Finance thiruvananthapuram 5 years INR 3.0 - 8.0 Lacs P.A. On-site Full Time

Role Description This is a full-time on-site role for a Analyst - Accounts & Billing at Avestar Advisory located in Trivandrum, with an overall experience of 5+ years and team management experience of 2+ years. The Manager will be responsible for overseeing all aspects of accounts and billing, managing financial transactions, preparing financial reports, and ensuring compliance with accounting regulations. Qualifications Accounting, Finance, and Billing skills Proficiency in financial transactions and reporting Knowledge of accounting regulations and compliance Attention to detail and strong analytical skills Excellent organizational and time management skills Experience in managing a team - Minimum 2 years Master's degree in Accounting, Finance, or related field Professional qualifications such as CA, CMA, ACCA etc. are mandatory Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹800,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 5 years (Required) License/Certification: CA/CMA/ACCA or Equivalent qualification? (Required) Work Location: In person

Senior Analyst - Accounts & Finance thiruvananthapuram, kerala 2 - 5 years INR 3.0 - 8.0 Lacs P.A. On-site Full Time

Role Description This is a full-time on-site role for a Analyst - Accounts & Billing at Avestar Advisory located in Trivandrum, with an overall experience of 5+ years and team management experience of 2+ years. The Manager will be responsible for overseeing all aspects of accounts and billing, managing financial transactions, preparing financial reports, and ensuring compliance with accounting regulations. Qualifications Accounting, Finance, and Billing skills Proficiency in financial transactions and reporting Knowledge of accounting regulations and compliance Attention to detail and strong analytical skills Excellent organizational and time management skills Experience in managing a team - Minimum 2 years Master's degree in Accounting, Finance, or related field Professional qualifications such as CA, CMA, ACCA etc. are mandatory Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹800,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 5 years (Required) License/Certification: CA/CMA/ACCA or Equivalent qualification? (Required) Work Location: In person

Senior Test Engineer india 3 - 10 years INR 4.0 - 8.0 Lacs P.A. On-site Full Time

Job Title: Senior Test Engineer Experience: 3- 10 years Hiring Locations: Trivandrum [On-site] Job Description Role: Senior Test Engineer We are looking for a Senior Test Engineer to join our growing engineering team. You will be responsible for designing, developing, and executing tests to ensure the quality of our products using industry standard testing best practices and innovations. This role requires excellent communication, stakeholder management skills and basic understanding of Agile/Scrum methodologies. Key Responsibilities Mentioned below are the major roles and responsibilities: Collaborate with business teams to understand requirements and create comprehensive test plans. Developing and executing tests cases to validate the quality, functionality and performance of software applications. Identify, report and track defects in a timely manner, and work closely with developers for the timely resolution Conducting post-release implementation testing. Participate in Agile/Scrum ceremonies and contribute to continuous improvement efforts. Key Requirements Proven experience in test case preparation and any of the management tools likes TestRail, qTest, Testlink. · Excellent communication, teamwork skills and stakeholder management skills. Hands-on experience with tools like Selenium, Postman, SoapUI is a plus. Experience working in Agile/Scrum environments. Ability to work independently and as part of a team. Stay updated on emerging trends and best practices in software testing and test automation. · Basic understanding in version control using Git. · Good to have domain experiences in Wealth Management Or Financial systems Job Types: Full-time, Permanent Pay: ₹400,000.00 - ₹800,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Ability to commute/relocate: Kazhakoottam, Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: relevant: 3 years (Required) Work Location: In person

Senior Test Engineer kazhakoottam, thiruvananthapuram, kerala 0 - 3 years INR 4.0 - 8.0 Lacs P.A. On-site Full Time

Job Title: Senior Test Engineer Experience: 3- 10 years Hiring Locations: Trivandrum [On-site] Job Description Role: Senior Test Engineer We are looking for a Senior Test Engineer to join our growing engineering team. You will be responsible for designing, developing, and executing tests to ensure the quality of our products using industry standard testing best practices and innovations. This role requires excellent communication, stakeholder management skills and basic understanding of Agile/Scrum methodologies. Key Responsibilities Mentioned below are the major roles and responsibilities: Collaborate with business teams to understand requirements and create comprehensive test plans. Developing and executing tests cases to validate the quality, functionality and performance of software applications. Identify, report and track defects in a timely manner, and work closely with developers for the timely resolution Conducting post-release implementation testing. Participate in Agile/Scrum ceremonies and contribute to continuous improvement efforts. Key Requirements Proven experience in test case preparation and any of the management tools likes TestRail, qTest, Testlink. · Excellent communication, teamwork skills and stakeholder management skills. Hands-on experience with tools like Selenium, Postman, SoapUI is a plus. Experience working in Agile/Scrum environments. Ability to work independently and as part of a team. Stay updated on emerging trends and best practices in software testing and test automation. · Basic understanding in version control using Git. · Good to have domain experiences in Wealth Management Or Financial systems Job Types: Full-time, Permanent Pay: ₹400,000.00 - ₹800,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Ability to commute/relocate: Kazhakoottam, Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: relevant: 3 years (Required) Work Location: In person

Content Writer – Investment/Finance india 2 years INR 3.0 - 8.0 Lacs P.A. Remote Full Time

Job Title: Content Writer – Investment-Focused Financial Services Position Overview We are seeking a skilled and detail-oriented Content Writer to support our investment communications and marketing efforts. This role focuses on developing high-impact content, standardized templates, and visually compelling slide decks for client pitches, due diligence reports, and marketing presentations. The ideal candidate will have a strong grasp of financial concepts and the ability to translate complex investment ideas into clear, engaging formats. Key Responsibilities · Template Development: Create and maintain standardized templates for investment reports, due diligence documentation, and client-facing materials, ensuring consistency and compliance with industry standards. · Pitch Deck Creation: Design and write persuasive pitch presentations for investor meetings, sales enablement, and business development, integrating financial data, market insights, and strategic narratives. · Content Collaboration: Work closely with investment professionals to distill research, portfolio strategies, and product features into compelling written content. · Marketing Support: Develop content for proposals, brochures, website copy, social media, and thought leadership articles to support brand visibility and client engagement. · Quality Assurance: Proofread and format documents and slides for accuracy, brand alignment, and visual appeal. · Visual Integration: Incorporate charts, infographics, and tables tailored to diverse audiences including HNWIs, institutional investors, and corporate clients. · Strategic Input: Participate in brainstorming sessions and campaign planning with the investment communications and marketing teams. Required Qualifications · Bachelor’s degree in Finance, Economics, Marketing, Communications, or a related field. · Minimum 2 years of content writing experience in finance, investment, asset management, or a similar sector. · Proficiency in presentation tools (PowerPoint, Google Slides) and document formatting. · Strong writing, editing, and storytelling skills with the ability to simplify complex financial topics. · Solid understanding of financial markets, investment strategies, and due diligence processes. · High attention to detail and awareness of regulatory and brand compliance. · Portfolio showcasing content samples and presentation decks (preferred). Desired Attributes · Creative flair for visual storytelling and presentation design. · Ability to work independently and incorporate feedback from cross-functional teams. · Familiarity with investment reporting standards, industry trends, and pitch best practices. Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹800,000.00 per year Benefits: Health insurance Leave encashment Work from home Application Question(s): Experience in creating marketing presentation and business development content Education: Bachelor's (Required) Experience: total work: 3 years (Required) Language: High proficiency in verbal communication - US Accent (Required) Shift availability: Day Shift (Preferred) Work Location: In person