Investment Associate

1 day ago


Gultekdi Pune Maharashtra, India Infedis Infotech LLP Full time

**Job Title**:Investment Associate

**Location**: Pune, India

**Position**: Full-Time, Work From Office (WFO)

**Working Hours**: 9:00 AM - 7:00 PM (Monday-Saturday)

**Experience**: 1- 1.5 Years

**Key Responsibilities**:

- Manage and oversee the company’s financial accounts and transactions.
- Prepare and review financial statements, reports, and budgets.
- Ensure compliance with accounting standards and regulations.
- Handle taxation, including GST and income tax filings.
- Conduct internal audits and assist with external audits.
- Maintain accurate records and reconcile financial discrepancies.
- Provide financial analysis and support to assist in decision-making.
- Utilize Tally software for accounting and reporting purposes.

**Requirements**:

- Investment Associate, Qualification: CA is mandatory.
- Experience: Minimum of 1- 1.5 years in a similar role.
- Technical Skills: Proficiency in Tally software is required.
- Location: Must be based in Pune or willing to relocate.
- Work Schedule: Availability to work from the office between 9:00 AM and 7:00 PM, Monday to Saturday.

**Preferred Skills**:

- Strong analytical and problem-solving abilities.
- Excellent attention to detail and organizational skills.
- Ability to work independently and as part of a team.
- Effective communication skills and professionalism.

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Application Question(s):

- Have you completed your CA?
- Are you interested to work with a CTC of 7.2 LPA for this job role?

**Education**:

- Bachelor's (required)

**Experience**:

- Tally: 1 year (required)

**Location**:

- Gultekdi, Pune, Maharashtra (required)

Work Location: In person

Expected Start Date: 12/09/2024



  • Mumbai, Maharashtra, India BlackRock Investments Full time

    **Investment Accounting, Associate**: **Location**: **Mumbai, Maharashtra** Category: **Fund Accounting** Job Requisition #**:R245641** Date posted**:Sep. 23, 2024


  • Mumbai, Maharashtra, India Ares Management Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! - We're committed to bringing passion and customer focus to the business._ Job Description The Asset Servicing Associate is responsible for the day to day post settlement maintenance of all securities traded by the firm. He/ she would be primarily doing a US shift (LA...


  • Shivajinagar, Pune, Maharashtra, India Rapid Job Sountions Full time

    **Company**: Category I Merchant Banker registered with the SEBI and aims to provide a one-stop solution for various investment banking & advisory services. It provides array of services for listed and unlisted companies; such as Valuations, Issue Management (i.e. SME & Main Board IPOs), Open Offers, Corporate Advisory and Debt...


  • Mumbai, Maharashtra, India JPMorganChase Full time

    **JOB DESCRIPTION** Enhance your expertise in investment governance, collaborate with industry leaders, and drive impactful financial strategies. As an Associate in the Investment Governance Support team, you will have the opportunity to perform reviews of designations associated with investment strategies and review connected methodologies. You will...


  • Mumbai, Maharashtra, India BlackRock Investments Full time

    **Research Analytics, Investments, Associate**: **Location**: **Mumbai, Maharashtra** Team: **Data Analytics** Job Requisition #**:R244109** Date posted**:Jan. 22, 2025


  • Mira Road, Mumbai, Maharashtra, India Alleluia Investment Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Job Type: Full-Time | Experience: 1–5 Years | Salary: ₹20,000–₹30,000 (Commensurate with Experience)About UsAlleluia Investment is a Mumbai-based Mutual Fund Distribution firm managing ₹100 Cr+ AUM, dedicated to helping clients achieve their financial goals through personalized investment solutions and professional guidance.Role OverviewWe are...


  • Pune, India Qode Full time

    To apply: Review the JD Below, and if interested, submit your application here: ➡️ Role Overview: The Senior Investment Reporting Associate will take ownership of client investment reporting, dashboards, and portfolio performance analytics, ensuring high quality, accuracy, and timely delivery. Beyond execution, this role will lead process improvements...


  • Deccan, Pune, Maharashtra, India Cambridge Wealth Full time

    Hey there! We are looking for an investment enthusiast with a flair for building and maintaining meaningful client relationships. If that describes you - write in! **Who Are We?** **What You'll Be Up To**: - Client Onboarding: Be the empathetic counselor that helps our HNI, Ultra HNI, and NRI clients onboard seamlessly. - Relationship Building: Create...


  • Pune, India Qode Full time

    To apply: Review the JD Below, and if interested, submit your application here: ➡️ Role Overview: The Senior Investment Reporting Associate will take ownership of client investment reporting, dashboards, and portfolio performance analytics, ensuring high quality, accuracy, and timely delivery. Beyond execution, this role will lead process improvements...


  • Pune, Maharashtra, India Ruby Growth Advisory Full time ₹ 10,000 - ₹ 50,000 per year

    Position Overview:We are seeking a driven and detail-oriented Associate Investment Banking to support deal execution and financial research across M&A, capital markets, and strategic advisory mandates. The ideal candidate will have solid financial analysis capabilities, hands-on modelling experience, and the ability to manage client deliverables...