
Investment Handling Executive
7 days ago
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:
Eduvy Technologies Pvt. Ltd., Bangalore, is looking for a detail-oriented Investment Handling Executive to manage, monitor, and optimize company investments. The ideal candidate will ensure accurate financial records, analyze investment opportunities, and support strategic financial decisions.
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.
Job Type: Full-time
Benefits:
- Cell phone reimbursement
Work Location: In person
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