Financial and Investment Analyst

Job Description

We are seeking a meticulous Financial and Investment Analyst to oversee the financial management of our mutual funds. You will be responsible for providing investment accounting and reporting services to ensure compliance and accuracy in financial statements.

Responsibilities

• Ensure accuracy in investment accounting and reporting.
• Conduct reconciliations and maintain records of fund transactions.
• Assist in preparing regulatory filings related to investment funds.
• Communicate effectively with stakeholders regarding fund performance.
• Support the investment team in their daily operations.

Requirements

Education

• Degree in Finance or Business Administration
• Professional designation (e.g. CA, CPA) is desirable

Experience

• 3-5 years of relevant experience in finance or investment sector.

Technical Skills

• Bloomberg Terminal
• Data Analytics Tools

Soft Skills

• Communication Skills
• Problem-Solving Skills

Certifications

• CFA
• CMA

Languages

• English: Fluent

Advantageous

• Proficiency in Data Analytics Software: Experience with data tools like Tableau or Power BI.
• Understanding of Risk Management Principles: Knowledge of risk assessment practices.

Benefits

• Comprehensive health benefits
• Annual professional development budget
• Performance bonuses
• Work-life balance initiatives

Company Culture

• Continuous Improvement: We encourage continuous learning and professional growth within our organization.
• Work Environment: Our workplace is inclusive, collaborative, and aims to promote a healthy work-life balance.
• Employee Development: We invest in our employees with training and development programs to enhance their skills and knowledge.