Right Horizons Wealth

5 Job openings at Right Horizons Wealth
Junior Financial Analyst karnataka 0 - 3 years INR Not disclosed On-site Full Time

You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting senior planners in developing investment strategies, conducting research and data analysis for investment decisions, collaborating with clients and internal teams, ensuring compliance with internal processes, and maintaining data accuracy in financial systems. To excel in this role, you should possess a basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel, including pivot tables, charts, and lookups, is essential. Additionally, you should have strong analytical and communication skills, the ability to work effectively in a team environment, a willingness to learn, and a client-first mindset. Ideally, you should hold a Bachelor's degree in finance, accounting, commerce, economics, or a related field, with an MBA in Finance being preferred. Having cleared CFA Level 1 or holding NISM Series X-A certification would be advantageous. If you meet these qualifications and are excited about this opportunity, please send your resume to vaishnavi.s@righthorizons.com. Your skills in portfolio management, investment advisory, communication, financial planning, investment management, analytical skills, data analysis, MS Excel, and financial analysis will be put to good use in this role.,

Finance Manager bengaluru,karnataka,india 2 - 5 years None Not disclosed On-site Full Time

We're hiring a Finance & Accounts Manager to take full ownership of our accounting and reporting function, the heart of this role. You'll ensure accurate books, timely financial reporting, and full compliance with GST, TDS, and accounting standards. This role is ideal for someone who thrives on structure, takes pride in clean numbers, and works with dedication and accountability. Responsibilities Manage daily accounting tasks, including payables, receivables, payroll, and general ledger. Handle month-end and year-end close processes, journal entries, and reconciliations. Ensure accurate revenue and expense recognition. Prepare and file GST, TDS, and other statutory returns timely. Ensure compliance with Indian Accounting Standards (Ind AS) and company law regulations. Liaise with auditors, provide required documentation, and support audit closure. Prepare monthly, quarterly, and annual financial reports (P& L, Balance Sheet, Cash Flow). Perform variance analysis against budget and forecasts. Support the CFO with MIS reporting and board-level insights. Proficiently use and manage Tally (very important) and Zoho Books for financial processes. Recommend and implement improvements in finance processes using technology and automation. Assist in the preparation of budgets and forecasts. Track departmental spending and ensure budget discipline. Requirements 2-5 years of relevant experience in core accounting and financial operations. Hands-on expertise with Tally ERP (critical requirement). Working knowledge of Zoho Books, GST, TDS, and tax compliance. Strong command of Advanced Excel (pivot tables, lookups, basic modelling). Experience working with auditors and an understanding of audit processes. Solid understanding of Indian accounting standards and reporting formats. Excellent attention to detail and ability to take full ownership of assigned work. A committed professional who thrives in a structured, process-driven role. Someone who takes complete ownership of deliverables with dedication and integrity. Strong communicator with the ability to collaborate with cross-functional teams. Analytical, reliable, and solution-oriented. Bachelor's in accounting, Finance, or Commerce. This job was posted by Vaishnavi Shingane from Right Horizons Wealth.

Finance Manager bengaluru,karnataka,india 2 - 5 years INR Not disclosed On-site Full Time

We're hiring a Finance & Accounts Manager to take full ownership of our accounting and reporting function, the heart of this role. You'll ensure accurate books, timely financial reporting, and full compliance with GST, TDS, and accounting standards. This role is ideal for someone who thrives on structure, takes pride in clean numbers, and works with dedication and accountability. Responsibilities Manage daily accounting tasks, including payables, receivables, payroll, and general ledger. Handle month-end and year-end close processes, journal entries, and reconciliations. Ensure accurate revenue and expense recognition. Prepare and file GST, TDS, and other statutory returns timely. Ensure compliance with Indian Accounting Standards (Ind AS) and company law regulations. Liaise with auditors, provide required documentation, and support audit closure. Prepare monthly, quarterly, and annual financial reports (P& L, Balance Sheet, Cash Flow). Perform variance analysis against budget and forecasts. Support the CFO with MIS reporting and board-level insights. Proficiently use and manage Tally (very important) and Zoho Books for financial processes. Recommend and implement improvements in finance processes using technology and automation. Assist in the preparation of budgets and forecasts. Track departmental spending and ensure budget discipline. Requirements 2-5 years of relevant experience in core accounting and financial operations. Hands-on expertise with Tally ERP (critical requirement). Working knowledge of Zoho Books, GST, TDS, and tax compliance. Strong command of Advanced Excel (pivot tables, lookups, basic modelling). Experience working with auditors and an understanding of audit processes. Solid understanding of Indian accounting standards and reporting formats. Excellent attention to detail and ability to take full ownership of assigned work. A committed professional who thrives in a structured, process-driven role. Someone who takes complete ownership of deliverables with dedication and integrity. Strong communicator with the ability to collaborate with cross-functional teams. Analytical, reliable, and solution-oriented. Bachelor's in accounting, Finance, or Commerce. This job was posted by Vaishnavi Shingane from Right Horizons Wealth.

Executive Assistant bengaluru,karnataka,india 0 - 3 years None Not disclosed On-site Full Time

Job Role: Executive Assistant Location: Bangalore, Karnataka Experience: 0-3 years Employment Type: Full-time Department: Admin Work Mode: On-site (6 days working) Reports To: CEO / Senior Management About The Role Right Horizons is seeking a highly organised, proactive, and detail-oriented Executive Assistant (EA) to provide comprehensive support to our Chief Executive Officer (CEO). The EA will serve as a crucial gatekeeper, facilitator, and administrative backbone, ensuring the CEO's time is managed efficiently and effectively. This role requires a high degree of professionalism, discretion, and the ability to anticipate needs and manage multiple priorities seamlessly. Beyond core administrative duties, the EA will also play a key role in supporting reporting processes and overseeing a few office administration functions, contributing to the overall operational efficiency of Right Horizons. Key Responsibilities- CEO Support & Administrative Management (60%) Calendar Management: Proactively manage and maintain the CEO's complex and dynamic calendar, scheduling internal and external meetings, appointments, and events, prioritizing based on strategic importance. Communication Management: Screen, prioritize, and manage all incoming communications (emails, mail, phone calls) on behalf of the CEO. Maintaining a contact directory. Meeting Coordination & Minutes: Organize and coordinate logistics for meetings, including booking rooms, preparing agendas, distributing materials, and ensuring attendees are informed. Accurately take, transcribe, and distribute meeting minutes and follow up on action items. Travel and Scheduling: Arrange and coordinate all domestic and international travel, including flights, accommodation, visas, and ground transportation. Prepare detailed travel itineraries. Information Management: Maintain and organize the CEO's files, documents, and contacts (both physical and digital) with a high level of confidentiality and efficiency. Information Management: Maintain and organize the CEO's files, documents, and contacts (both physical and digital) with a high level of confidentiality and efficiency. Expense Management: Track, manage, and process the CEO's business-related expenses. Prepare and submit detailed expense reports, ensuring compliance with company policy. Diligently segregate official expenses from personal ones for accurate accounting. Reconcile corporate credit card statements monthly, verifying all transactions and coordinating with the Accounts department for timely settlement. Reporting & Consolidation Support (20%) Report Coordination: Liaise with various departments and reportees to gather information for weekly/monthly reports required by the CEO. Data Consolidation: Assist in consolidating data and information from different sources, ensuring accuracy and consistency. Format reports for clarity and ease of understanding by the CEO. Presentation Support: Assist in the preparation and formatting of presentations, reports, and other documents for board meetings, investor relations, and internal strategy sessions. Office Administration & Management (20%) Office Maintenance: Oversee and coordinate outlined office maintenance requirements, ensuring a professional and functional work environment. This includes managing vendor relationships for repairs and office upkeep. Housekeeping Oversight: Supervise and coordinate the work of the housekeeping staff, ensuring high standards of cleanliness and organization throughout the office premises. Supplies Management: Monitor and manage office supplies, stationery, pantry provisions, and equipment. Maintain inventory levels and coordinate with finance for purchases. Event Support: Assist in the planning and execution of office events, client meetings, and internal company gatherings. Coordinate with various departments for the same. Requirements Preferred Qualification: Experience: Minimum 2-7 years of experience as an Executive Assistant, ideally supporting Csuite executives (CEO, MD, etc.) in a fast-paced corporate environment, preferably within the financial services sector. Education: Bachelor’s degree in Business Administration, Communications, or a related field is preferred. Send your resume to vaishnavi.s@righthorizons.com

PMS Dealer bengaluru,karnataka,india 3 - 5 years INR Not disclosed On-site Full Time

Job Role: PMS Dealer Location: Bangalore, Karnataka Experience: 1+ years Employment Type: Full-time Department: PMS Operations Work Mode: On-site (6 days working) Reports To: Head of Operations About the Role We are hiring a PMS Dealer to manage trade execution, compliance, and portfolio operations for our PMS desk. The role involves executing equity and derivative trades, ensuring SEBI compliance, managing settlements, and supporting client reporting. Ideal for someone with 3+ years of experience in PMS or equity dealing, strong regulatory knowledge, and a sharp eye for execution accuracy. Key Responsibilities 1. Trade Execution & Order Management Execute buy/sell orders for PMS portfolios across equity, derivatives, and debt instruments. Manage block deals and bulk orders. Monitor market liquidity, impact cost, and best execution practices. Coordinate with fund managers for the timely implementation of investment decisions. 2. PMS Compliance & Regulatory Adherence Ensure 100% compliance with SEBI (PMS) Regulations, 2020 Monitor client-wise position limits, exposure norms, and risk thresholds. Maintain trade logs, audit trails, and timestamp records as per SEBI requirements. File monthly/quarterly reports with SEBI and internal compliance teams. 3. Portfolio Operations & Settlement Handle corporate actions (dividends, splits, mergers) for PMS holdings. Reconcile daily trades with custodians and brokers. Manage margin requirements for derivative positions. Oversee SIP/STP/SWP executions in PMS portfolios. 4. Client Reporting & Communication Generate daily trade confirmations for clients. Prepare monthly portfolio statements with performance attribution. Address client queries on executions, settlements, and corporate actions. 5. Risk Management Monitor counterparty risk with brokers. Flag unusual trading patterns to the compliance team. Must-Have Skills & Experience Deep understanding of the financial market.Previous experience using trading execution tools like Odin/Noren. Preferred Qualification: Graduate/Postgraduate in Finance - 3+ years of experience in PMS dealing/equity trading. Strong track record in execution quality and error-free trading. Knowledge of markets. Send your resume to [HIDDEN TEXT]