Investment Handling Executive

1 - 5 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Handling Executive at Eduvy Technologies Pvt. Ltd., Bangalore, your role will involve managing, monitoring, and optimizing company investments. Your attention to detail will be crucial in ensuring accurate financial records, analyzing investment opportunities, and supporting 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. Qualification Required: - Bachelors 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. In this role, you will need to possess a strong understanding of investment instruments and financial markets along with excellent analytical and problem-solving skills. Your proficiency in MS Office (Excel, Word, PowerPoint) and accounting software will be essential, as well as good communication and interpersonal skills. The ability to work independently and as part of a team is required, and knowledge of regulatory and compliance requirements in investment management is a plus. With a minimum of 1 year of relevant experience in investment handling, finance, or accounts, along with the mandatory educational qualification, you will have the opportunity to grow in a dynamic and fast-paced organization. Professional development and training opportunities, along with a friendly and supportive work environment, are what we offer in this full-time position at our Bangalore office.,

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