Accounts Executive/ Assistant Accounts Manager (Portfolio/Investment Management)

Job Description:

Job Title: Accounts Executive / Assistant Accounts Manager (Portfolio/Investment Management)

Location: Kolkata
Age: 30-40 Years
Experience: 7-10 Years
CTC: ₹10-12 Lacs per annum

Job Description:

We are seeking a highly motivated and experienced Accounts Executive/Assistant Accounts Manager specializing in Portfolio and Investment Management to join our team. The ideal candidate will have a solid understanding of financial markets, investment strategies, and a proven track record in financial analysis, risk management, and reporting. You will play a critical role in managing the organization’s investments, financial portfolios, and ensuring compliance with regulatory standards.

Key Responsibilities:

• Investment Management: Manage portfolios, investments in bonds, securities, and other financial instruments, ensuring optimal returns while balancing risk.

• Market Analysis: Conduct thorough market analysis to identify investment opportunities, assess risks, and recommend strategies for portfolio growth.

• Financial Analysis & Reporting: Prepare detailed financial reports, including performance tracking, ROI analysis, and investment reports for internal and external stakeholders.

• Budgeting & Forecasting: Assist in the preparation of financial budgets, forecasts, and long-term financial planning to ensure financial stability and growth.

• Compliance & Taxation: Ensure compliance with regulatory requirements, tax laws, and accounting standards. Manage tax filings, audits, and other compliance activities.

• Cash Flow Management: Oversee cash and funds flow management, ensuring liquidity and efficient use of resources.

• Asset Management: Supervise the management of company assets, ensuring they are appropriately allocated, monitored, and reported.

• Stakeholder Coordination: Coordinate with various internal departments, external stakeholders, and investment partners to ensure smooth execution of financial activities and strategies.

• Financial Modeling & Data Analysis: Utilize financial modeling techniques to forecast, evaluate and present investment options and outcomes.

• MS Office Expertise: Proficient in MS Excel, PowerPoint, and other relevant tools to assist with financial analysis, reporting, and presentations.

• Communication & Presentation: Strong communication and presentation skills for preparing and delivering financial reports and investment updates to senior management and stakeholders.

Skills & Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or relevant professional qualification (CFA, CA) preferred.

• Experience: Minimum 7-10 years of experience in portfolio/investment management, financial analysis, and risk management.

• Analytical Skills: Strong ability to analyze market trends, financial data, and investment opportunities.

• Communication: Excellent written and verbal communication skills, with the ability to present complex financial concepts clearly.

• Technical Skills: Proficient in MS Office (especially Excel), financial modeling, and data analysis software.

• Problem-Solving: Strong problem-solving skills and the ability to manage multiple tasks in a dynamic environment.

Benefits:

• Competitive salary package (₹10-12 Lacs CTC)

• Opportunities for career advancement in the financial services industry

• Comprehensive health insurance and other employee benefits

If you are a self-motivated, detail-oriented, and analytical professional with a passion for investment management, we encourage you to apply for this exciting opportunity.