Investment Handling Executive

Company: Eduvy Technologies Pvt. Ltd.

Location: Bangalore

Experience: 1–3 Years (preferred)

Qualification: Bachelor’s Degree in Finance, Commerce, Accounting, or related field. B.Com with CA Articleship or 3 years’ experience in a CA Firm will also be considered.

Job Overview:

Eduvy Technologies Pvt. Ltd., Bangalore, is looking for a detail-oriented Investment Handling Executive to manage, monitor, and optimize company investments. The ideal candidate will ensure accurate financial records, analyze investment opportunities, and support strategic financial decisions.

Key Responsibilities:

· Handle and monitor company investments, including fixed deposits, mutual funds, stocks, and other financial instruments.

· Maintain accurate records of investment transactions, returns, and maturity schedules.

· Conduct financial analysis to support investment decisions.

· Coordinate with banks, financial institutions, and other stakeholders for investment operations.

· Prepare regular reports on investment performance, risks, and opportunities.

· Ensure compliance with company policies and relevant financial regulations.

· Support management in budgeting, forecasting, and financial planning related to investment

· Resolve queries related to investments and financial transactions promptly.

Required Skills & Competencies:

· Strong understanding of investment instruments and financial markets.

· Excellent analytical and problem-solving skills.

· High level of accuracy and attention to detail.

· Proficient in MS Office (Excel, Word, PowerPoint) and accounting software.

· Good communication and interpersonal skills.

· Ability to work independently and as part of a team.

· Knowledge of regulatory and compliance requirements in investment management is a plus.

Eligibility Criteria:

· Minimum 1 year of relevant experience in investment handling, finance, or accounts.

· Bachelor’s degree in Finance, Commerce, Accounting, or related field (mandatory).

· B.Com with CA Articleship or 3 years’ experience in a CA Firm will also be considered.

What We Offer:

· Opportunity to grow in a dynamic and fast-paced organization.

· Professional development and training opportunities.

· Friendly and supportive work environment.

Job Type: Full-time

Benefits:

• Cell phone reimbursement

Experience:

• Inventory management: 2 years (Required)

Location:

• Bengaluru, Karnataka (Required)

Willingness to travel:

• 25% (Required)

Work Location: In person