Sr. Financial Analyst

Inspirigence Advisors

Website: inspirigence.in
Job details:

About the company:

We at Inspirigence Advisors LLP having expertise in Initial Public Offerings (IPOs), Fund Accounting, Back office and Middle office services, Regulatory compliances, Accounting services, CFO/COO functions and Advisory to various Capital Market Intermediaries like Hedge Funds, Private Equity, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Mutual Funds, Foreign Participant Investors (FPI), Family Offices etc. We bring a complete transformation by partnering with the organizations to run smooth businesses. Our team includes experienced and skilled accountants, Company Secretaries, Lawyers, and finance professionals.

Position: Sr. Financial Analyst

Required Skills: PMS, Mutual Funds, Private Equity, AIF/IPO.

Qualification: CA/MBA-Finance/M.com

Job Responsibilities:

* Daily portfolio valuation, Cashflow preparation & NAV Calculation.

* Investor Relationship, Onboarding, Visiting Clients for IPV, Clients interfacing skills.

* Should have experience in the documentation for AIF / PMS account opening.

* Opening demat account/back accounts with custodian, interacting with custodian/ RTA.

* Experience in appointing and onboarding distributor, Broker empanelment.

* Coordination with Custody, RTA, FA, Investors and Client

* Prepare documents for Dematerialization of units, Corporate Action, etc.

* SEBI Compliances, Quarterly report preparation and filing, Trustee compliances, etc.

Click on Apply to know more.