CA Trainee

Documentation and Information Sharing

• Assist in preparing information sharing documents for new and lenders.
• Analyze financial statements.

Corporate and Banking Support:

• Assist with documentation for pre- and post-disbursement of facilities and banking products.
• Assist with corporate banking, and cash management, depending on the specific role.

Financial Analysis and Reporting:

• Assist in conducting competitor analysis on current trends activities of competing brokers.
• Assist in MIS and PPT presentations for Chairman and top management.
• Prepare and review materials for client financing, such as investment memoranda and management presentations.

Preferred candidate profile

Education:

• Completed or in the process of completing a professional qualification, such as Chartered Accountancy (CA).
• Strong academic record.

Technical Skills:

• Proficient in the Microsoft Office suite, especially Excel, Word, and PowerPoint.
• Experience with financial analysis, and data management is beneficial.
• Excellent communication skills in English (Spoken and written) are mandatory.