Financial Analyst

Role Overview

Were looking for a CA or CFA who has strong fundamentals in financial and fund accounting and a working knowledge of investment products fixed income, derivatives, equity, structured products, etc.

This is a high-learning, high-responsibility role for someone who wants exposure across investment operations, analytics, and process optimisation.

Key Responsibilities

• Handle fund accounting, NAV validation, journal entries, reconciliations, and month-end close.

• Analyse investment portfolios, cashflows, yield curves, hedges, and exposures across asset classes.

• Assist in developing lean financial processes, automation workflows, and reporting structures.

• Support investment decision-making with quantitative analysis, scenario modelling, and risk metrics.

• Prepare MIS dashboards and investment performance reports.

• Coordinate with internal teams, custodians, and auditors.

• Contribute to frameworks for financial governance and compliance.

• Required Skills & Qualifications

• CA or CFA (Level II/III candidates may be considered).

• Solid grounding in accounting principles, IFRS/IND-AS, and investment bookkeeping.

• Understanding of fixed income maths, derivative basics (swaps, futures, options), and equity valuation.

• Strong Excel; bonus if you know Power BI, Python, or VBA.

• Curious mindset, strong attention to detail, and ability to operate in a lean, fast-moving environment.

Location

India (preference: major metros Delhi NCR, Mumbai, Bangalore)

What We Offer

Steep learning curve and direct exposure to senior decision-making.

Opportunity to grow into investment operations lead or financial controller roles.

Competitive compensation with performance upside