Loyal Infoservices Private Limited
Location
Mumbai | India
Job description
# Manage and oversee investment accounts for Family Office, ensuring accurate and timely handling of financial transactions.
# Prepare comprehensive Profit and Loss statements, offering a detailed analysis of investment performance and financial outcomes.
# Conduct thorough reconciliation of expenses associated with investments, maintaining precise records and ensuring compliance with financial regulations.
# Leverage experience to efficiently handle accounts within an investment firm or family office setting.
# Collaborate with internal teams and external stakeholders to facilitate smooth financial operations and resolve any discrepancies.
# Stay abreast of market trends, regulatory changes, and industry developments to provide informed financial recommendations.
# Develop and implement strategies to optimize investment portfolios and enhance overall financial performance.
# Foster strong relationships with clients, addressing their financial needs and providing tailored investment solutions.
# Ensure adherence to financial best practices, compliance standards, and internal policies to mitigate risks and maintain financial integrity.
# Proactively identify opportunities for process improvement and contribute to the overall efficiency of the financial management system.
Job tags
Salary
