Walk in Drive

1 week ago

Mumbai, Maharashtra, India Qode Advisors Llp Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Key Responsibilities:

  • Manage client investment accounts and prepare regular updates for RMS of the client.
  • Maintain, review, and update client reports accurately and on time.
  • Track account margins and help in deployment of excess funds in line with company policies.
  • Assist in fee calculations, quarterly performance reports, and investor communications.
  • Prepare and format pitch decks for client and internal presentations.
  • Coordinate with finance and cross-functional teams to ensure smooth operations.
  • Prepare MIS reports for internal management review.
  • Update client dashboards and summary reports.
  • Identify and contribute to process improvements in reporting and operations.
  • Use technology tools (Excel, PowerPoint, and other reporting platforms) to automate and enhance outputs.
  • Stay updated on market developments and financial insights relevant to client portfolios.

Requirements:

  • Bachelors degree in Finance, Accounting, Economics, or related field (freshers welcome).
  • 0–1 year of experience in finance, accounts, or reporting (internship experience accepted).
  • Knowledge of financial markets, including options and derivatives.
  • Good communication and presentation skills.
  • Proficiency in MS Excel (must) and willingness to learn reporting tools.
  • Strong attention to detail with a willingness to learn and grow.
  • Ability to work in a team environment and manage tasks within deadlines.

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