Chartered Accountant Investor Relation

Job Description

Job Title: Chartered Accountant Investor Relation

Designation: Assistant Manager / Deputy Manager

Department: Investor Relation Department

Location: Mumbai

Reports To: Investor Relation Head

Employment Type: Full-time

Key Responsibilities

• Review and interpret company financial reports (P&L, Balance Sheet, Cash Flow) to brief the promoters.
• Support evaluation of financial decisions, investments, and new business proposals.
• Coordinate with internal finance teams and statutory auditors on select matters on behalf of the promoters.
• Provide insights on liquidity, profitability, and key business performance metrics as required.
• Assist promoters in understanding compliance requirements, audit observations, and financial implications of strategic initiatives.
• Analyse listed and unlisted company annual reports.
• Demonstrate strong knowledge of financial ratios and their application.
• Manage and monitor all personal and family investments, including equities, mutual funds, fixed deposits, bonds, insurance, and real estate.
• Conduct periodic portfolio reviews and prepare consolidated wealth statements and performance reports.
• Handle accounting, record-keeping, and reconciliation of personal financial transactions.
• Manage tax planning, computation, filing, and compliance with applicable regulations (Income Tax, FEMA, etc.).
• Liaise with banks, investment advisors, and financial institutions.
• Support estate planning, including wills, trusts, and property documentation.
• Serve as the single point of contact for the promoters on both personal and select company-related financial matters.
• Maintain strict confidentiality and discretion in all dealings.
• Coordinate with legal, tax, and investment professionals for advisory requirements.

Desired Candidate Profile

• Qualification: Chartered Accountant (CA) – mandatory.
• Experience: Fresh or 1-2 years post-qualification, preferably with exposure to family office / personal wealth management and corporate finance.
• Skills & Attributes:
• Strong grasp of investment management, taxation, and accounting principles.
• Excellent communication skills (written and verbal).
• Knowledge of extracting data from SEBI and stock exchange websites.
• Sound understanding of corporate financial statements and MIS reports.
• Excellent analytical, reporting, and presentation skills.
• High level of integrity, confidentiality, and trustworthiness.
• Proficiency in MS Excel (advanced functions, pivots, etc.), Tally, and other financial reporting tools.
• Strong interpersonal and coordination skills.

Compensation

Commensurate with qualifications and experience.

Confidentiality Clause

This position demands absolute confidentiality and professionalism. The candidate will be entrusted with highly sensitive financial information related to both personal and company matters of the promoters.

More Info

Education