Investor Relation Officer

5 days ago

Gandhinagar, India Access Systems Full time

**Job description**:
**Investor Onboarding:

- **
- To assist with documentation for onboarding investors.
- Vetting, compilation, archiving of documents - hard + soft copies.
- To coordinate with Fund RTAs for verification.
- To prepare for the onboarding of investors as per the process.
- To generate and coordinate MIS for Investor onboarding.
- To set up and upload investor KYC.

**Investor Servicing:

- **
- To ensure various statements/reports/records are saved/stored in readiness for sharing with investors.
- To share statements/reports, etc. with investors upon request as per pre-defined TAT, using defined templates.
- To help build a document repository on the investor portal
- To generate basic statements and data points using the accounting system.
- To coordinate with outsourced service provider teams for various requirements.
- Document management for various investor requests.

**Data Collation & Management:

- **
- To build a data repository of transaction data across Blume Funds - in Excel.
- To feed data into the portfolio data system being set up and act as the first level of check for the data input.
- Ongoing maintenance and updating of transaction data.
- To maintain and calculate IRR using accounting data as per the established process.
- To work on ad-hoc data requirements for internal as well as external stakeholders.
- To maintain portfolio data on a monthly/quarterly frequency.

**Job Types**: Regular / Permanent, Full-time

Schedule:

- Day shift

**Job Types**: Full-time, Permanent

Pay: ₹30,000.00 - ₹40,000.00 per month

**Benefits**:

- Paid sick time
- Provident Fund

Work Location: In person

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