Investment Handling Executive

1 week ago

Bengaluru Karnataka, India Bangalore group of Institution Full time

Company: Eduvy Technologies Pvt. Ltd.

Location: Bangalore

Experience: 1-3 Years (preferred)

Qualification: Bachelor’s Degree in Finance, Commerce, Accounting, or related field. B.Com with CA Articleship or 3 years’ experience in a CA Firm will also be considered.

**Job Overview**:
**Key Responsibilities**:

- Handle and monitor company investments, including fixed deposits, mutual funds, stocks, and other financial instruments.
- Maintain accurate records of investment transactions, returns, and maturity schedules.
- Conduct financial analysis to support investment decisions.
- Coordinate with banks, financial institutions, and other stakeholders for investment operations.
- Prepare regular reports on investment performance, risks, and opportunities.
- Ensure compliance with company policies and relevant financial regulations.
- Support management in budgeting, forecasting, and financial planning related to investment
- Resolve queries related to investments and financial transactions promptly.

**Required Skills & Competencies**:

- Strong understanding of investment instruments and financial markets.
- Excellent analytical and problem-solving skills.
- High level of accuracy and attention to detail.
- Proficient in MS Office (Excel, Word, PowerPoint) and accounting software.
- Good communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Knowledge of regulatory and compliance requirements in investment management is a plus.

**Eligibility Criteria**:

- Minimum 1 year of relevant experience in investment handling, finance, or accounts.
- Bachelor’s degree in Finance, Commerce, Accounting, or related field (mandatory).
- B.Com with CA Articleship or 3 years’ experience in a CA Firm will also be considered.

**What We Offer**:

- Opportunity to grow in a dynamic and fast-paced organization.
- Professional development and training opportunities.
- Friendly and supportive work environment.

**Benefits**:

- Cell phone reimbursement

Work Location: In person

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