Investment Operations Specialist

3 weeks ago


Kolkata, West Bengal, India Aims Global Consultants Full time

Job Title: Operation Executive-Investment

Job Summary: We are seeking a highly skilled Investment Operations Specialist to join our team at Aims Global Consultants. The ideal candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills.

Key Responsibilities:

  • Process paperwork related to investments, including forms and cheques
  • Coordinate with banks and mutual fund houses for investment formalities
  • Enter data for all financial transactions
  • Monitor investments and create various management information systems (MIS) as required by management
  • Maintain synergy between various departments of the organization

Requirements:

  • Bachelor's or Master's degree in Finance & Accounting
  • 2-4 years of experience in wealth management or a financial institution
  • Proficiency in Advanced MS Excel
  • Excellent communication skills in English, Hindi, and Bengali

Company Profile: Aims Global Consultants is a well-established group company in Kolkata, dealing in various industries such as Refractories, Healthtech, Manufacturing, E-Commerce & Financial services with establishments abroad.

How to Apply: If you are a motivated and detail-oriented individual with a passion for finance, please email your CV in MS-Word format to resume.aimsglobal@gmail.com with the subject line "Operation Executive-Investment for Kolkata Location".



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