Financial Planner Associate Director, Investment
2 weeks ago
About the Team The Finance Controllership team at Navi is responsible for overseeing and managing the company’s financial activities, ensuring the accuracy of financial reporting and compliance with regulatory standards. The team manages day-to-day accounting operations, monitors financial health, and drives initiatives to enhance financial performance and transparency. As an Associate Manager in the Finance Controllership (AMC) team, you will play a key role in managing the end-to-end financial reporting and compliance processes for Navi Mutual Fund. From leading statutory audits and ensuring timely reconciliations to monitoring daily NAV, TER, and regulatory requirements, you'll be responsible for driving accuracy, transparency, and compliance in financial operations. Ensure closure of unaudited Mutual Fund scheme financials on a half-yearly basis. Lead statutory audit closure and preparation of final scheme financials for Navi Mutual Fund. Monitor and ensure timely closure of the following reconciliations : -Holding reconciliation – Daily -Redemption liability reconciliation – Daily -Switch liability reconciliation – Daily -Subscription reconciliation – Monthly Oversee daily NAV publication and overseas investment monitoring/reporting . Manage day-to-day accounting and TER monitoring . Conduct monthly trial balance scrutiny for Mutual Fund schemes. Track Net Worth and liquid deployment to ensure compliance with regulatory limits . Provide data for Quarterly and Half-Yearly Trustee Reports filed with SEBI. Act as liaison between RTA and Fund Accountant for accounting/reconciliation issues. Drive process improvements and ensure quality inputs from internal stakeholders and RTA . Handle ad-hoc SEBI/AMFI requirements as they arise. Qualified CA with 1+ year of relevant work experience. Strong knowledge of Financial Reporting and Ind-AS . Excellent problem-solving and analytical skills to identify process gaps and risks. Ability to manage various audits and collaborate across teams for timely closure. High ownership mindset with adaptability to changing regulatory compliances . We are on a mission to make finance simple, accessible and affordable for a billion Indians. Guided by a strong customer-first approach, we are building tech-first solutions that work at scale. Our offerings include a range of financial products and services across Loans, Insurance, Mutual Funds, Digital Gold and
-
Certified Financial Planner
1 week ago
bangalore, India Gaining Ground Investment Services Pvt Ltd Full timeAre you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for youAt Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....
-
Certified Financial Planner
2 weeks ago
bangalore district, India Gaining Ground Investment Services Pvt Ltd Full timeAre you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for you! At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....
-
Associate Director/Director
3 days ago
Bangalore, India Meesho Full timeThe team at Meesho is a close-knit and high-performing group that brings together a diverse mix of professionals from Big 4 consulting, FMCG giants, and top-tier investment firms. Our members include Chartered Accountants (many of whom are rank holders), business specialists, and former investment bankers - each contributing a unique perspective and skill...
-
Associate - Investment Research
3 weeks ago
bangalore, India Northstar Analytics Full timeAbout Northstar Analytics Northstar Analytics (“Northstar”) is a research and analytics firm that supports global financial institutions and corporates. Founded in September 2021, Northstar has a growing team of 50+ professionals who work on in-depth investment and business strategy research for both buy-side firms (like private equity, venture capital,...
-
Associate - Investment Research
2 days ago
bangalore, India Northstar Analytics Full timeAbout Northstar Analytics Northstar Analytics (“Northstar”) is a research and analytics firm that supports global financial institutions and corporates. Founded in September 2021, Northstar has a growing team of 50+ professionals who work on in-depth investment and business strategy research for both buy-side firms (like private equity, venture capital,...
-
Associate Director Financial Reporting
3 weeks ago
Bangalore, India Meesho Full timeAbout the Team: The team at Meesho is a close-knit and high-performing group that brings together a diverse mix of professionals from Big 4 consulting, FMCG giants, and top-tier investment firms. Our members include Chartered Accountants (many of whom are rank holders), business specialists, and former investment bankers — each contributing a unique...
-
Associate Director Financial Reporting
3 days ago
Bangalore, India Meesho Full timeAbout the Team: The team at Meesho is a close-knit and high-performing group that brings together a diverse mix of professionals from Big 4 consulting, FMCG giants, and top-tier investment firms. Our members include Chartered Accountants (many of whom are rank holders), business specialists, and former investment bankers — each contributing a unique...
-
Associate Director
3 days ago
Bangalore, Karnataka, , India Vellstone Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Associate Director – Sales (Financing / Leasing) Location: BangaloreExperience: Minimum 8 years We're hiring an Associate Director – Sales (Financing/Leasing) for our partner from the Financial Services Industry As the Associate Director – Sales, your responsibilities would be: ● Originate, manage, and grow client relationships with mid...
-
Associate Director Financial Reporting
3 weeks ago
Bangalore Urban, India Meesho Full timeAbout the Team:The team at Meesho is a close-knit and high-performing group that brings together a diverse mix of professionals from Big 4 consulting, FMCG giants, and top-tier investment firms. Our members include Chartered Accountants (many of whom are rank holders), business specialists, and former investment bankers — each contributing a unique...
-
Associate Director Financial Reporting
3 weeks ago
Bangalore Urban, India Meesho Full timeAbout the Team: The team at Meesho is a close-knit and high-performing group that brings together a diverse mix of professionals from Big 4 consulting, FMCG giants, and top-tier investment firms. Our members include Chartered Accountants (many of whom are rank holders), business specialists, and former investment bankers — each contributing a unique...
