Job Title

Intern - Operations & Accounts

Job City

Mumbai

Company Profile

Fee Only Investment Advisers LLP is a SEBI registered Investment Advisor having a niche base of financial planning clients within and outside India. The principal officer and partner Harsh Roongta is a well-known media personality who is an acknowledged expert on tax and personal finance matters.

The opening is for fresh young intern with thirst for knowledge and experience in the area of Financial planning and Investment Advisory. It is an opportunity to learn about this exciting profession and work closely with professionals working in this area. We offer an informal work atmosphere with lots of ability to learn.

Job Profile & Responsibilities

1) Complete Back office of the Investment functions including updating and maintaining the reporting software Investwell

2) Maintaining and updating accounts and other back office functions

3) Assisting other financial planners in their tasks

4) Co-ordinating with platofrm providers such as Mutual fund Utility (MFU) or BSE Star etc

Prefered Qualifications

Bechlors, semi qualified CA, pursuing CFP / MBA / CFA

Desired Candidate Profile

1) CA Inter or Fresh Graduate or doing CFP/MBA

2) Conversant with accounts and general financial concepts.

3) Common Sense Financial Acumen

4) Microsoft Office and analytic skills

Additional Details

Boutique Financial planning firm with great chance to learn under mentorship of partner Harsh Roongta, experienced CFPs and Chartered Accountants.

Salary Range

Stipend is fixed at Rs. 2,16,000/- p.a. (Rs. 18,000/- p.m.) for 1 year.

How to Apply

join@harshroongta.com