Mutual Fund Distributor

**Job Opening - Mutual Fund Executive** **Overview**: The Mutual Fund Executive will be responsible for managing mutual fund products and strategies in a tech-driven environment, focusing on enhancing digital platforms, investor acquisition, and optimizing portfolio performance. **Key Responsibilities**: - Develop and manage mutual fund offerings on...

**Job description** Job Description - Mutual Fund Operations Executive at VALUEARC VALUEARC is a boutique Wealth Management and Investment Advisory Firm, that works towards providing our customers with unparalleled solutions. As an Operations Executive, you will play a vital role in ensuring the smooth functioning of business activities and promoting...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Job Description: We are seeking a talented and dynamic individual to lead the development and execution of strategic marketing initiatives to enhance brand visibility, drive investor engagement, and support business growth. This role involves overseeing multi-channel campaigns, creating impactful content, and managing communications to align with the...

Back office - Operations **Knowledge required** **1. Finance Background ( Commerce in 11-12th standard)** **2. Terminology of stock market/ mutual funds** **3. Should be good in MS Office especially Excel** **4. Communication** **Days: - 5 days working plus 2 Saturday’s a month for training which can be WFH also if online.** **Timings: - 9 AM to...

This role is to provide back-office administration, including processing mutual fund transactions. This includes completing all adjustments needed to keep the fund in balance with the record-keeping system. Also, it includes implementing a company’s investing strategy and managing its portfolio trading activities. This includes picking which assets will be...

**Key Responsibilities**: - Lead Generation: Identify and target potential clients, including financial advisors, investment firms, and individual investors. - Client Acquisition: Develop and implement strategies to acquire new clients and expand our customer base. - Product Knowledge: Maintain a deep understanding of SimpliFin.ai’s products and services,...

0-4 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds. - Knowledge about capital market. - Good accounting knowledge is must. - Should have knowledge of Mutual fund and Hedge Fund industry. - Should have worked on Financial Reporting profile, responsible for preparation and presentation of various financial...

**Job description** **POST - Business Development Executive(BDE) Only for Female** **Territory**: Prayagraj HQ ( Field Job for MR.) - Meeting doctors, paramedical staff, detailing company’s products & implementing promotion strategies - Conduct territory market audit on regular basis with distributors, hospitals & retailers to evaluate potential &...

As a member of the Fund Administration Financial Reporting team, you will join a growing team focused on monthly, quarterly and annual deliverables. **Responsibilities** Prepare and review monthly Form N-PORT for all assigned mutual funds with the SEC Review financial information for accuracy and analyze various financial relationships Complete all...