AUM Fund Advisors - Vice President/Head/General Manager - Finance & Operations - CA/CFA/ICWA

Required Candidate profile

Qualifications: Commerce / Finance / Business Administration / Economics / Accounting

Role: Head / VP / GM-Finance & Operations

Work Experience: Finance 1 - 3 years

Location: Nariman Point, South Mumbai

Industry: Portfolio / Investment Management

Functional Areas: Finance / Accounts

UG Qualifications: Commerce / Finance / Business Administration / Economics / Accounting

PG Qualifications: Other, ICWA (CMA) in ICWA, CA in CA, CFA

Employer and Recruiter Details

Company Name: AUM Fund Advisors LLP

Job Title / Designation: Vice President (Operations)

Number of Vacancies: 1

Job Description:

AUM Fund Advisors LLP in looking to hire a Finance & Accounts Head. Candidates should have:

- Experience in PMS / IA firms strong advantage.

- Strong experience in Excel important

- Opportunity to transfer to the Investment Experience role over few years.

Responsibilities include:

- Client servicing & NAV Calculation

- Accounts, Tax and other payments.

- SEBI Compliance

- Making periodic tax payments

- Assisting in finalizing accounts / audit / tax returns.

- Making Monthly expenses budget

- Client support services

About Company:

AUM Fund Advisors LLP is a SEBI-registered investment advisor and AIF focusing primarily on investing in high-quality, publicly listed Indian companies and aims to drive returns through a low-churn, buy-and-hold portfolio. The founders of AUM are experienced investors who have been in leadership roles in blue-chip multinational financial institutions.