Investment Operations Associate

4 weeks ago

Ahmedabad India Centric Wealth Advisors Llp Full time

Job Description Company Description Centric Wealth Advisors Llp is a investment advisory company dedicated to providing innovative financial solutions. Headquartered at Prahladnagar in Ahmedabad, Gujarat, India, the company leverages its expertise to assist clients in achieving their financial goals. With a customer-focused approach, Centric Wealth Advisors Llp delivers personalized services to meet diverse investment and financial planning needs. The organization is well-regarded for its commitment to client satisfaction and comprehensive wealth management strategies. Role Description This is a full-time on-site role for an Investment Operations Associate, located in Ahmedabad. The Investment Operations Associate will be responsible for executing and managing daily investment operations. Responsibilities include preparing investment reports, reconciling transactions, ensuring accurate records, monitoring portfolios for performance and compliance, and supporting client documentation processes. Collaboration with cross-functional teams and external stakeholders will also be an integral part of the role. Qualifications - Strong analytical and numerical skills, with proficiency in data management tools and financial software. - Familiarity with investment products, portfolio management, and financial instruments. - Attention to detail, problem-solving abilities, and organizational skills to ensure operational accuracy. - Proficiency in client communication and teamwork to coordinate with internal teams and external stakeholders. - Bachelor's degree in Finance, Business Administration, Accounting, or a related field (Master's degree or professional certifications like CFA is a plus). - Ability to work independently and adapt to dynamic business requirements. Prior experience in investment operations or financial services is advantageous.

  • Investment operations associate

    3 weeks ago

    Ahmedabad, India Centric Wealth Advisors Llp Full time

    Company DescriptionCentric Wealth Advisors Llp is a investment advisory company dedicated to providing innovative financial solutions. Headquartered at Prahladnagar in Ahmedabad, Gujarat, India, the company leverages its expertise to assist clients in achieving their financial goals. With a customer-focused approach, Centric Wealth Advisors Llp delivers...

  • Investment Operations Associate

    4 weeks ago

    Ahmedabad, India Centric Wealth Advisors Llp Full time

    Company Description Centric Wealth Advisors Llp is a investment advisory company dedicated to providing innovative financial solutions. Headquartered at Prahladnagar in Ahmedabad, Gujarat, India, the company leverages its expertise to assist clients in achieving their financial goals. With a customer-focused approach, Centric Wealth Advisors Llp delivers...

  • Investment Operations Associate

    3 weeks ago

    Ahmedabad, India Centric Wealth Advisors Llp Full time

    Company Description Centric Wealth Advisors Llp is a investment advisory company dedicated to providing innovative financial solutions. Headquartered at Prahladnagar in Ahmedabad, Gujarat, India, the company leverages its expertise to assist clients in achieving their financial goals. With a customer-focused approach, Centric Wealth Advisors Llp delivers...

  • Investment Banking Associate

    4 weeks ago

    Ahmedabad, India SKS Enterpprises - Human Resource Planning and Management Full time

    Investment Associate Experience - 3+ yrs Job Location - Gift City, Gandhinagar An early-stage venture capital firm, we are seeking a Senior Analyst to support our portfolio management and investment team. In this role, you will play a key part in tracking the progress and performance of our portfolio companies, providing financial analysis, and producing...

  • Investment Banking Associate

    4 weeks ago

    Ahmedabad, India SKS Enterpprises - Human Resource Planning and Management Full time

    Investment Associate Experience - 3+ yrs Job Location - Gift City, Gandhinagar An early-stage venture capital firm, we are seeking a Senior Analyst to support our portfolio management and investment team. In this role, you will play a key part in tracking the progress and performance of our portfolio companies, providing financial analysis, and producing...

  • Investment Banking Associate

    4 weeks ago

    Ahmedabad, India SKS Enterpprises - Human Resource Planning and Management Full time

    Investment Associate Experience - 3+ yrs Job Location - Gift City, Gandhinagar An early-stage venture capital firm, we are seeking a Senior Analyst to support our portfolio management and investment team. In this role, you will play a key part in tracking the progress and performance of our portfolio companies, providing financial analysis, and producing...

  • Investment Associate

    4 weeks ago

    Gandhinagar, India SKS Enterpprises - Human Resource Planning and Management Full time

    Job Description Investment Associate Experience - 5 + yrs Job Location - Gift city, Gandhinagar An early-stage venture capital firm, We are seeking a Senior Analyst to support our portfolio management and investment team. In this role, you will play a key part in tracking the progress and performance of our portfolio companies, providing financial analysis,...

  • Associate/senior Associate, Impact Assessment

    3 weeks ago

    India Impact Investment Exchange Full time

    About IIXImpact Investment Exchange IIX is a pioneer in impact investing dedicated to reshaping finance for sustainable development Over the past 15 years IIX has built the sustainable investing market through xe2x97x8f Capital Mobilization Including the Women s Livelihood Bondxe2x84xa2 Series 6 listed bonds and growing xe2x97x8f Enterprise Technical...

  • Investment Operations Associate

    50 minutes ago

    Ahmedabad, Gujarat, India Centric Wealth Advisors Llp Full time

    Tired of hearing "1-2 years of experience" for an entry-level role?We hear you.At Centric Wealth Advisors LLP , we're looking forfreshers in Ahmedabadwho are eager to learn, curious about investments, and ready to dive into the world of finance.Here's what the role looks like:You'll handle client onboarding, KYC, and documentation.You'll be the primary point...

  • Associate / Senior Associate - Investments

    5 days ago

    Mumbai, Maharashtra, India, Maharashtra Arnya RealEstates Fund Advisors Full time

    We are looking for an energetic and enthusiastic candidate who is wiling to work and grow with fast growing organisation. The role involves deep exposure to real estate sector along with understanding of key real estate markets in India.Deal Analysis and Financial Modelling:Analyse potential investment opportunities, including financial statements, market...