Investor Relation Officer

1 week ago

Gandhinagar, Gujarat, India Access Systems Full time ₹ 3,84,000 - ₹ 4,80,000 per year

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, ₹40,000.00 per month

Benefits:

  • Paid sick time
  • Provident Fund

Work Location: In person

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