28 Big4 Jobs

The role at KPMG in India involves being part of a professional services firm affiliated with KPMG International Limited. Established in August 1993, the Indian member firms leverage a global network to provide services to national and international clients across various sectors. With offices in multiple cities across India, professionals at KPMG in India are well-versed in local laws, regulations, markets, and competition, offering industry-focused and technology-enabled services. The ideal candidate should have prior experience working with Big-4 firms, Accenture, Infosys Consulting, or other consulting organizations. Preference will be given to individuals with a strong background in BFSI applications and technology. Additionally, candidates should have experience in defining Digital transformation, Digital Strategy, Enterprise Architecture, and Bid Process Management while running Programme Management office. Qualifications for this role include being a full-time BE and/or MBA or equivalent. KPMG in India is committed to providing equal employment opportunities to all candidates. If you are a proactive and experienced professional looking to contribute to a dynamic and knowledgeable team, this role at KPMG in India could be the perfect fit for you.,

Exela Technologies is a global leader in business process automation (BPA), dedicated to providing digital transformation solutions that enhance quality, productivity, and end-user experience. With a strong global presence and proprietary technology, Exela caters to a diverse clientele of over 4,000 customers across 50 countries, including more than 60% of the Fortune 100 companies. Our software and services encompass a wide range of industries, offering departmental solutions in finance, accounting, human capital management, legal management, as well as industry-specific solutions for banking, healthcare, insurance, and the public sector. By leveraging cutting-edge technologies such as information management, workflow automation, and integrated communications, Exela delivers integrated technology and operational solutions through cloud-enabled platforms and a workforce of approximately 15,000 employees in 21 countries. As a global, publicly traded company (Nasdaq: XELA), Exela values its diverse workforce and the innovative ideas they bring to the table. We believe that our teams" extensive experience across various industry verticals allows us to better understand and meet our clients" needs. Join us on our mission to revolutionize business process automation and be a part of the digital transformation journey. Responsibilities: - Take ownership of the financial reporting process, which includes drafting Form 10K/Q and other SEC filings, tie out binder, and review by external auditors. - Conduct SEC filing experience on Toppan Merrill Bridge platform, which will be considered a positive addition. - Research technical US GAAP and SEC accounting and reporting matters. - Prepare technical accounting memorandums. - Manage financial reporting controls under Section 404 of the Sarbanes Oxley Act (SOX) for the preparation and filing of 10K/Qs. - Participate actively in supporting the external audit of the Company's internal controls over financial reporting. - Assess the impact of new accounting (US GAAP) and SEC guidance on the Company's financial reporting. - Demonstrate practical experience in GAAP conversions, especially from IFRS to U.S. GAAP. - The ideal candidate should possess 10-15 years of experience as a CA / US CPA with a Big4 background or a similar role in the industry focusing on US public company financial reporting. - Demonstrate a strong work ethic and adherence to strict filing deadlines. - Be a self-starter and highly motivated individual. - Report to the Chief Financial Officer of XBP Europe. - Effectively communicate with external auditors and clearly articulate the accounting position taken by the company. Requirements: - Experience in U.S. public company financial reporting. - Proficiency in SEC filing forms such as 10K/10Q/Annual Proxy Statement. - Comfortable with interpreting and applying SEC regulations, particularly Regulation S-X and S-K. - Familiarity with IFRS to US GAAP conversions.,

Statutory Audit role in the manufacturing domain (mandatory). We are looking for candidates with strong exposure to Indian statutory audit practices, particularly in the manufacturing sector and hands-on client-facing experience within domestic firms

#Managing, Providing tax planning & reviewing complex International US Tax Forms 5471, 5472, 8865, 8858s as per the US law & Compliances #Conduct GILTI calculations, Subpart F, E&P, section 987, foreign tax credits calculations #Client relationship Required Candidate profile * 7+ years of progressive US/Global Taxation experience * CPA, CA or Enrolled Agent is required * Experience in handling directly Global Clients

*3+ Years experience in US Individual Tax Services *Providing tax planning & reviewing complex 1040 HNI, 1041, 709 returns of Private Wealth *Review and managing of the Tax returns as per US Tax Law *Client relationship, services, consulting Required Candidate profile •EA/CA/CPA (added advantage) •Experience in working directly with Global clients •Exceptional US Tax knowledge & meeting compliances as per US Law

*Managing team members *Individual (Form 1065, 709, 1120, 1040, 1041 HNI, Federal Tax) *To identify tax issues and Resolve *Edu. CA/CPA/EA *Function as technical SME to ensure quality *Assist the Senior Managers and Managers

5+ Years experience in any US Global Tax Services Form 1065/1120/1040 HNI State and Local Tax compliances International filling compliances, Providing tax planning and reviewing complex, Hedge Funds, Private Equity Funds, Real Estate.(K-1, K-3) Required Candidate profile •B.com /MBA+EA/CA/CPA (added advantage) •Experience in working directly with Global clients and Federal returns •Exceptional US Tax knowledge & meeting compliances as per US Law

We're Hiring! Join Our Core Assurance team at EYGDS ! Are you passionate and eager to make an impact in the Assurance practice? We are hiring for multiple positions across our dynamic teams in Chennai and Hyderabad Open Positions: Manager Education: Qualified CAs with 4.5 to 8 years of post-qualification experience Qualified ACCA/CPA with 7-9 years of post-qualification experience https://careers.ey.com/job-invite/1592150/ Senior Education: Qualified CAs with 1 to 4 years of post-qualification experience Qualified ACCA / CPA with 4-7 years of post-qualification experience https://careers.ey.com/job-invite/1592251/ Staff Education: ACCA/CPA Qualified/Part Qualified with 3+ years of experience in basis accounting or assurance https://careers.ey.com/job-invite/1592142/ Kindly apply on the Job links we will reach out to the relevant candidates

Role & responsibilities Close operational / month-end activities and ensure correct financial reporting. Ensure all processes are operating efficiently and effectively. Lead in design /configuration and rolling out of new initiates for bringing productivity and efficiency in the process. Ensure appropriate financial policies, procedures, and internal controls are in place, documented, and operating as intended. Increases productivity by developing automated applications; eliminating duplicates; coordinating information requirements. Manage internal and external audit requirements and will also ensure compliance with Sox requirements for assigned activities. Actively participate in strategic initiatives and special projects when assigned or required. Ability to analyze complex datasets and provide business inputs to management Preferred candidate profile CA with 0-3 years of experience in Statutory Audit/Internal Audit/Internal Control. Good Communication Skills, Good with Analytics, Process Deep dives. Take proactive measures to mitigate the gaps and strengthen the business control processes.

Responsibilities: The tasks, roles and responsibilities pertaining to the job role of a Sr. Manager/ Manager will include the following: Overall responsibility for client management & development, business development initiatives, including proposals and subsequent wins. Independently handle Advisory and Compliance engagements related to Direct Tax laws, such as Tax Structuring, Advisory, on-going Compliance and Litigation support, etc. Ability to independently analyze and interpret provisions under the Income Tax Act, International Tax treaties and allied laws like FEMA, Companies Act etc. in relation to corporate and international tax issues. Independently responsible for execution and management of the assigned engagements. Strong relationship with client senior management and C-suite executives. Strong project management including proactively addressing issues and staying ahead of budget concerns. Lead the engagements proactively and source new engagements. Ability to provide comprehensive solutions, taking into account varied laws such as INDT, TP, FEMA, Corporate Law, etc. Leverage subject matter expertise to provide innovative solutions on an ongoing basis. Ability to connect with other Lines of Service and act as Lead Client Personnel Delivering sessions at external forums, industry events and internal Learning and Education (L&E) sessions. Active in knowledge sharing and contributions towards thought leaderships, article writing, etc. Develop team through challenging assignments and supporting coaching, developing trust relationships, and recognizing and rewarding contributions Mandatory skill sets: Thorough knowledge of Direct Tax, Corporate Tax (Income Tax & DTAA) Corporate Law & International Tax FEMA and Transfer Pricing Basic general knowledge of indirect tax and accounting aspects Preferred skill sets: Other prerequisite skills include: Demonstrating innovative and critical thinking in managing client projects Excellent written and verbal communication skills Well-rounded commercial and economic awareness and understanding of the financial markets Good interpersonal and networking skills Motivated, creative, and decisive in approach to problem solving Providing out of the box solutions for complex issues Must worked under strict timelines and acknowledge good leadership skills Years of experience required: Minimum 5-7 years of experience for Managers and 7+ years for Sr. Managers Education qualification: CA. Any Additional Professional Qualification or International tax certifications will be an added advantage

Job Title: Recruitment Specialist Tax and Audit Hiring Company: Hiring Squad Location: Remote (Work from Home) Shift: 9:00 AM to 6:00 PM Working Days: 5.5 Days (2nd and 4th Saturday off) Immediate Joiners Preferred Job Description: Hiring Squad is looking for a Recruitment Specialist with at least 1 year of experience in hiring for Tax, Statutory Audit, and Internal Audit profiles. Experience in recruiting for CA consulting firms is preferred. Roles & Responsibilities: Source candidates from various portals. Manage end-to-end recruitment process. Conduct screening interviews Provide qualified candidates to hiring managers Requirements: Minimum 1 year of experience in recruitment Expertise in Tax and Audit hiring CA Consulting firms experience preferred Strong communication and tech skills

SAP FI exposure, Accounts Payable, GL accounting, INDS FY Audit closure, Provisions schedule & notes to accounts preparation, Fixed Assets accounting (basic), Payroll Accounting (basic), Big4 exposure - audit, manufacturing unit working, english

Role & responsibilities Manage the Payables function ensuring timely and accurate payment of supplier invoices. This will involve improving the validation and payment process, including a review of system and purchase order processes Produce and maintain reconciliation of customer, vendor ledger balances, aged debtors / creditors and reporting to senior management Adhere to the guidelines of internal financial control framework and ensure the control matrix operates Should have in depth knowledge in receivable and payable accounting processes, control checks, customer reconciliation, vendor reconciliation, Bank reconciliation and other knowledge relating to accounts. Should have the knowledge of fixed assets approval process and accounting. Involvement with system implementations and improvements, automation initiatives Maintain meticulous records of outstanding payables Ensure the accuracy of an organizations financial documents for payment, auditing and tax purposes Practice effective monitoring to ensure payments are made to vendors in a timely manner Set objectives for the accounts receivable and payable team that align with the accounting departments goals Monitor processing of invoices, ensure timely collection of payments, Conduct credit checks Interact with customer contacts for in non-payment cases Prepare monthly, quarterly, annual and ad-hoc reports for cash flow forecast Organize records of invoices, bills and deposits. Qualification : M Com, CA /CMA Year of Experience : 12-15 years Preferred Skills : Strong understanding of Indian Accounting Standards and accounting principles. Proficiency in financial consolidation and reporting. Ability to work independently and manage multiple tasks effectively. Excellent analytical and problem-solving skills. Strong communication skills, both written and verbal. Interested candidates share your updated CV to recruitment@gokaldasexports.com

Please Note:- Looking candidates from Big4 Firm Overall Business Strategy:- Formulation and execution of the company's long-term business strategy. Work closely with senior leadership to align the strategy with overall organizational goals. Identify market trends, competitive forces, and business opportunities to inform strategic decisions. Own the annual planning cycle, including financial forecasts, resource allocation, and strategic priorities. Collaborate with various departments (e.g., finance, marketing, operations) to ensure alignment of strategic initiatives with business goals. Develop actionable plans based on company-wide objectives and key performance indicators (KPIs). Facilitate the review and reporting of progress against annual plans and adjust strategies as needed. Program Management:- Lead and manage cross-functional programs and initiatives, ensuring they are executed on time and within scope. Develop clear program roadmaps, timelines, and resource plans to track progress and milestones. Monitor and report on the performance of key programs, ensuring alignment with strategic goals. Address any programmatic challenges and mitigate risks in collaboration with relevant stakeholders. Unstructured Problem Solving:- Tackle complex, ambiguous problems and devise innovative solutions that align with the companys strategic objectives. Work across teams and functions to break down complex issues and develop actionable plans. Drive initiatives to overcome business challenges in a fast-paced and evolving environment. Data Analytics and Root Cause Analysis (RCA):- Utilize data analytics tools to collect, analyze, and interpret business performance metrics. Conduct root cause analysis to identify issues impacting business performance and propose solutions. Leverage data insights to inform strategic decisions and continuously improve business processes. Create regular reports and dashboards to track key metrics and provide actionable recommendations. Contact Person Sofiya Sayyed SG OASIS! Interested candidates can share their resumes on sofiyaoasis@gmail.com

Job Description Responsibilities: The tasks, roles and responsibilities pertaining to the job role of a Sr. Manager/ Manager will include the following: Overall responsibility for client management & development, business development initiatives, including proposals and subsequent wins. Independently handle Advisory and Compliance engagements related to Direct Tax laws, such as Tax Structuring, Advisory, on-going Compliance and Litigation support, etc. Ability to independently analyze and interpret provisions under the Income Tax Act, International Tax treaties and allied laws like FEMA, Companies Act etc. in relation to corporate and international tax issues. Independently responsible for execution and management of the assigned engagements. Strong relationship with client senior management and C-suite executives. Strong project management including proactively addressing issues and staying ahead of budget concerns. Lead the engagements proactively and source new engagements. Ability to provide comprehensive solutions, taking into account varied laws such as INDT, TP, FEMA, Corporate Law, etc. Leverage subject matter expertise to provide innovative solutions on an ongoing basis. Ability to connect with other Lines of Service and act as Lead Client Personnel Delivering sessions at external forums, industry events and internal Learning and Education (L&E) sessions. Active in knowledge sharing and contributions towards thought leaderships, article writing, etc. Develop team through challenging assignments and supporting coaching, developing trust relationships, and recognizing and rewarding contributions Mandatory skill sets: Thorough knowledge of Direct Tax, Corporate Tax (Income Tax & DTAA) Corporate Law & International Tax FEMA and Transfer Pricing Basic general knowledge of indirect tax and accounting aspects Preferred skill sets: Other prerequisite skills include: Demonstrating innovative and critical thinking in managing client projects Excellent written and verbal communication skills Well-rounded commercial and economic awareness and understanding of the financial markets Good interpersonal and networking skills Motivated, creative, and decisive in approach to problem solving Providing out of the box solutions for complex issues Must worked under strict timelines and acknowledge good leadership skills Years of experience required: Minimum 5-7 years of experience for Managers and 7+ years for Sr. Managers Education qualification: CA. Any Additional Professional Qualification or International tax certifications will be an added advantage Perks and Benefits As per industry standards

Role & responsibilities Close operational / month-end activities and ensure correct financial reporting. Ensure all processes are operating efficiently and effectively. Lead in design /configuration and rolling out of new initiates for bringing productivity and efficiency in the process. Ensure appropriate financial policies, procedures, and internal controls are in place,documented, and operating as intended. Increases productivity by developing automated applications; eliminating duplicates; coordinating information requirements. Manage internal and external audit requirements and will also ensure compliance withSox requirements for assigned activities. Actively participate in strategic initiatives and special projects when assigned or required. Ability to analyze complex datasets and provide business inputs to management. Preferred candidate profile CA with 0-3 years of experience in Statutory Audit. Articleship experience with Big4 or Big5 audit firm is an added advantage.

*Prepare & Review various Form 1065,1120,1040, *Prepare tax in International 5471, 8865, 8858 *US State, Local Tax, Federal Tax, PCS General *Managing Tax returns & work as per US Tax Law Required Candidate profile *05 - 08+ years of progressive US/Global Taxation exp. *Accounting Degree required. *CPA/CA or Enrolled Agent is an added advantage *Exp. in working directly with clients

4+ Years experience in US Global Tax Services Form 1065, 1120 reviewing and preparing State and Local Tax compliances International filling compliances, Providing tax planning and reviewing complex, Hedge Funds, Private Equity Funds, Real Estate. Required Candidate profile •B.com /MBA+EA/CA/CPA (added advantage) •Experience in working directly with Global clients and Federal returns •Exceptional US Tax knowledge & meeting compliances as per US Law

*6 to 12 strong exp. on US Tax 1065 /1120 Forms, Federal Returns, Private Equity, Hedge Funds, Financial Services *Team Mgmt. Delivering/Managing International Tax Services in compliance with laws *Prepare, Reviewing & Managing complex US Tax Forms Required Candidate profile *CA, CPA, or Enrolled Agent *Must be from Tax/Audit Consulting firms only. *Strong hold on review and preparing US Taxation forms & Team handling *Excellent communication and time management skills

Job Title: Manager US Taxation (Partnership Financial Services) Location: Mumbai | Bangalore | Hyderabad (Hybrid – 4 days WFO mandatory) Shift Timing: 12:30 PM – 9:30 PM IST (Monday to Friday; may vary during peak season) Salary Budget: Up to 35 LPA (Fixed) Experience: Minimum 7+ years in US Partnership Taxation Managerial Experience: Minimum 1 year in a Manager role (Mandatory) Certification: EA / CA / CPA – Mandatory Target Companies: Big 4 Accounting Firms Small & Mid-size US Taxation Boutique Firms (specializing in Financial Services clients) Mandatory Screening Criteria: Minimum 1 year experience as a Manager Must have stable career history – no frequent job changes No employment gaps – continuous, verifiable experience required Strong reviewing experience on Partnership Form 1065 About the Role: We are hiring a seasoned professional for the role of Manager – US Taxation (Partnership – Financial Services) . The position focuses on the review and management of complex partnership tax filings, servicing clients across Hedge Funds, Private Equity, Fund of Funds, and Venture Capital. This is a client-facing leadership role with accountability for quality, compliance, and team performance. Key Responsibilities: Review & manage Form 1065, Schedules K-1, K-2, K-3 Ensure State, Local, and International tax compliance Analyze and interpret Partnership Agreements, Subchapter K, Section 704(b)/(c) Provide tax planning and oversight of technical review processes Handle client relationships and manage delivery for global engagements Lead and mentor junior staff; participate in recruitment and performance reviews Coordinate with US counterparts and utilize advanced tax tech platforms Required Background: Bachelor’s in Accounting, Finance, or related field 7+ years in US Partnership Taxation Minimum 1 year of experience as a Manager EA, CA, or CPA – Mandatory Hands-on experience with Hedge Funds, PE, or Fund of Funds Preferred tools: GoSystem, CCH Axcess, OneSource Strong leadership, client communication, and review skills

Job Description: We are looking to hire a Chartered Accountant with 1+ years of experience in Statutory Audit to join our growing audit department in Pune. Key Responsibilities: Conduct statutory audits of various clients across industries Ensure compliance with Ind AS, Standards on Auditing (SA), and company policies Prepare and review audit documentation, working papers, and reports Guide and support team members, ensure timely delivery and quality of audit work Liaise with clients, resolve audit queries, and maintain professional relationships Desired Candidate Profile: Qualified CA with 1+ years of relevant experience in statutory audit (preferably from a CA firm) Sound knowledge of Ind AS, SA, Companies Act, and audit documentation Ability to review work, give constructive feedback, and support juniors Strong communication and interpersonal skills Detail-oriented with a commitment to audit quality Perks and Benefits: Exposure to top clients and challenging assignments Opportunity to grow within a well-established CA firm Supportive team culture with strong focus on learning and development How to Apply: Please share your updated resume at: richasharma@trchadha.com Shortlisted candidates will be contacted directly for the next steps.

Role & responsibilities Manage FP&A activities: budgeting, forecasting, variance analysis, and reporting. Ensure accurate and IND AS-compliant financial reporting, audits, and timely book closures. Prepare consolidated and standalone financial statements on a monthly, quarterly, and annual basis. Review and analyze trial balances and general ledger to identify discrepancies and ensure accuracy. Maintain proper documentation and audit trails for financial entries and adjustments. Support statutory, internal, and tax audits by preparing schedules and addressing queries. Handle direct taxation: compliance, filings, assessments, and coordination with tax advisors. Develop internal controls and drive process improvements across finance functions. Collaborate with cross-functional teams to ensure accurate financial data flow and reconciliations. Support IPO readiness and coordinate with bankers, auditors, and regulators for due diligence. Preferred candidate profile Qualified Chartered Accountant (CA). 1 - 5 years of relevant experience in trial balance review, ledger scrutiny, and financial reporting. Strong knowledge of Indian Accounting Standards (IND-AS). Experience with ERP systems (e.g., SAP). Experience in IPO preparation/listing is a strong advantage Advanced Excel skills; familiarity with financial analysis tools is a plus. High attention to detail and problem-solving ability. Strong communication and interpersonal skills. Experience in a mid-to-large size manufacturing company. Continuous learner with an interest in updates to accounting standards and financial regulations.

Interested candidates with RELEVANT EXPERIENCE ONLY kindly get in touch for a detailed discussion , you can connect on sanjeet@teaminnovative.net Subject : Corporate tax & International Tax Designation: Assistant Manager/Manager/Associate Director Location: Bangalore Qualification: CA Experience: 3+ years or above of work experience in income-tax and regulatory (FEMA) matters Roles and Responsibility: • Adhering to clients corporate tax compliance timelines as per statute (assessments, filing of returns, advance tax, TDS, etc.) • Assistance in preparation of income-tax submissions/compilations for assessment/appellate matters and representation before the income-tax authorities • Engage in technical research including case laws and circulars • Preparing memos and presentations for advisory assignments • Engaging in corporate tax mandates for clients • Provide assistance to seniors in pitching for new clients • Ensure timely billing is done for the clients • Follow ups with clients for timely payment of invoices and TDS certificates • Attend external trainings and keep updated with the latest developments • Coaching/ developing junior members on the concepts of corporate tax • Developing and demonstrating strong technical knowledge • Engage in regulatory assignments such as registration with regulatory authorities and advisory assignments (such as FEMA,etc.) • Support to adhere with internal risk management of the Firm Desire Skills: • Good Communication / presentation skills • Possess good analytical skills and the ability to learn and succeed in a fast-paced environment • Strong knowledge in income-tax and working knowledge in FEMA etc. • Delivery of multiple engagements with quality standards and as per the agreed timelines • Good people and client management skills

Position: Asst. Vice President/ Vice President/ Executive Vice President Job Description: We are looking for a business professional from the IT Services industry who has extensive experience of working with the Global Capability Centers (GCC). You need to be someone passionate about winning new clients and offering industry leading account management experience. This is a senior level position in the company and will be the key to the success of the business. You will own end to end value chain of the Business. Responsibilities: 1. Acquiring new clients in the GCC Space. 2. Providing strategic oversight to our existing GCC clients and act as a customer advocate with internal stakeholders 3. To cross-sell our other services to existing clients of Orcapod. Qualification & Competencies: 1. Demonstrated sales & Account Management experience in IT Services industry. 2. Prior experience of dealing with GCC is a must. 3. Expected experience of 10+ years 4. Good Oral and Written Communication Skills 5. Strong people skills, assertive and ability to lead a team of internal and external stakeholders Location: Bangalore and Hyderabad Skills and Abilities: Personal Attributes: Demonstrates high standards of professional behaviour in dealings with stakeholders, colleagues and staff. Possesses good interpersonal skills, especially in handling contacts of all types and at all levels. Takes a systematic, disciplined and analytical approach to problem-solving. Have good written and verbal communication skills. Business Related : Have a comprehensive knowledge of commercial constructs & delivery organization of IT Services business Have sound and wide business knowledge related to contracts, SLAs, KPIs and an understanding of current and emerging trends in this area and how they can enhance our value proposition. Has an understanding of project management. Company Culture & Context: Orcapod is an equal-opportunity employer and has an open & transparent culture. We have a strong bias for action and result orientation. People looking for an intellectually stimulating environment, accelerated learning and wider exposure will find this environment conducive to their aspiration. People with an entrepreneurial bent of mind, self-starter and comfortable with the ambiguities of working for a fast growing organization will thrive in this environment.

Position: AGM/DGM/GM- Finance and Accounts/Taxation Job description General Functional role (60%): Taxation (Mandatory: both Direct and Indirect tax) Looking after the Income tax, GST, TDS of Promoters & Investee Companies Direct taxation: Compliances, Litigation and Audit In-Direct taxation: Compliances, Litigation and Audit Tax planning for all types of entities in family offices (Public/Private/Trust/HNI/LLP etc.) Departmental Visits w.r.t any of the matters pertaining to Taxation Dealing with the consultants and other stakeholders Restructuring & Merger-Demerger & FEMA: Experienced on Restructuring & Amalgamation of Companies Incorporation of Companies (including subsidiary of foreign companies) ROC Annual Filing and maintaining of statutory registers, Minutes Book etc. Accounting, Finances and Auditing : Financial Planning & Reporting of portfolio companies and personal finances Preparation of Annual Reports of portfolio Companies Working knowledge on Consolidation of Financial Statements Liasonings between Auditors & Top Managemen t Other role (40%): Evaluate investment opportunities in line with the group's strategic initiatives Track allocations, market valuations, and fund/asset performance Periodically review investment agreements, fees, and commercial terms. Conduct review meetings with fund managers and invested company executives/banks Incorporate tax and regulatory concerns into investment analysis, develop financial models and investment theses, and execute trades and investments efficiently through back-office and brokers.