Investment Management Jobs

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.

The chief Financial Officer is responsible for overseeing the company's financial strategy, financial planning, accounting, budgeting, risk management, and overall financial performance. The CFO Provides strategic financial guidance to senior management and ensures compliance with applicable financial laws and regulations. Key Responsibilities :- . Develop and implement the company's financial strategy and long- term financial plans. . Manage accounting, finance, taxation, treasury, budgeting, and financial reporting functions. . Prepare and monitor annual budgets, forecasts, cash- flow projections, and financial plans. . Analyze financial performance and provide recommendations to management and the board- of Directors. . Ensure accurate and timely preparation of financial statementsm MIS reports, and management reports. . Monitor cash flow, working capital, investments, and overall financial liquidity. . Provide financial insights and support senior management in strategic business decisions. . Establish KPLs and financial performance measures to track business results.

Treasury Manager - Chennai Hiring Company: Talent Zone ConsultantExperience: 7-12 YearsLocation: Chennai Industry: BFSI / FinTech / NBFC / Corporate FinanceJob Summary:Talent Zone Consultant is looking for an experienced Treasury Manager to manage the organizations cash flow, liquidity, banking relationships and treasury operations. The ideal candidate should have strong experience in cash management, working capital, investments, forex and financial risk management.Key Responsibilities:Manage daily cash flow, liquidity and working capital requirements.Develop cash flow forecasts and monitor funding requirements.Manage relationships with banks and financial institutions.Oversee banking operations, fund transfers and cash management.Manage short-term investments and surplus funds.Monitor foreign exchange exposure and interest-rate risks.Support debt raising, borrowing and refinancing activities.Ensure compliance with treasury policies and regulatory requirements.Prepare treasury MIS, liquidity reports and management dashboards.Identify opportunities to optimise interest costs, banking charges and working capital.Qualification: CA / MBA Finance / CMA / CFA preferred.

As a Portfolio Administrator, you will play a crucial role in managing and supporting investment portfolios. Your attention to detail and organizational skills will be vital in ensuring smooth operations and client satisfaction.Key Responsibilities:- Manage Investment Portfolios: You will be responsible for overseeing various investment portfolios, ensuring they are managed according to established guidelines and strategies.- Data Management: Regularly update and maintain accurate portfolio data, ensuring all records are current and accessible for analysis.- Monitor Market Trends: Keep a close watch on financial markets and economic trends to provide insights that guide investment decisions.- Client Communication: Serve as the point of contact for client queries, addressing their concerns and providing updates about their portfolio performance.- Reporting: Prepare detailed reports on portfolio performance, summarizing key metrics and insights to assist stakeholders in decision-making.Required Skills and Expectations:To excel in this role, you should hold a B.B.A., B.Com, or a related professional degree. A minimum of 2 to 8 years of experience in portfolio management or a similar field is required. Strong analytical and quantitative skills are essential, along with proficiency in financial software tools. You should possess excellent communication skills to interact effectively with clients and colleagues. A keen eye for detail, along with strong organizational abilities, will help you manage multiple tasks efficiently in a fast-paced environment. Candidate gender preference is male, and this is an office-based full-time role located in Churchgate.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

Job Title: FCRA AccountantLocation: Gadha Village, Chhatarpur, Madhya PradeshExperience Required: 4-7 YearsSalary: Competitive; Based on Experience and Current SalaryDepartment: Finance & AccountsJob SummaryWe are looking for an experienced FCRA Accountant to manage and ensure compliance with Foreign Contribution Regulation Act (FCRA) requirements. The candidate will be responsible for maintaining FCRA accounts, preparing financial reports, ensuring regulatory compliance, and coordinating with auditors and government authorities.Key ResponsibilitiesMaintain books of accounts related to FCRA funds and transactions.Ensure compliance with FCRA regulations, amendments, and reporting requirements.Prepare and file annual FCRA returns and related statutory reports.Monitor utilization of foreign contributions as per approved objectives and guidelines.Reconcile bank accounts, ledgers, and fund utilization statements.Coordinate with internal and external auditors during audits.Maintain proper documentation and records for all foreign contribution receipts and expenditures.Assist management in budgeting, financial planning, and donor reporting.Ensure timely compliance with Income Tax, TDS, GST, and other statutory requirements where applicable.Liaise with banks, government departments, and regulatory authorities on FCRA matters.QualificationsB.Com, M.Com, CA Inter, MBA Finance, or equivalent qualification.Strong knowledge of FCRA regulations, accounting standards, and financial compliance.Experience4-7 years of experience in FCRA accounting, NGO accounting, audit, finance, or compliance functions.Experience working with NGOs, trusts, charitable organizations, or development sector organizations preferred.Required SkillsFCRA Compliance & ReportingFinancial Accounting & BookkeepingAudit CoordinationTally ERP / Tally PrimeMS Excel & Financial ReportingBudgeting & Fund ManagementTaxation & Statutory ComplianceAttention to DetailPreferred Candidate ProfileExperience handling donor-funded projects and foreign contribution accounts.Strong analytical and problem-solving skills.Good communication and documentation abilities.Ability to work independently and manage multiple compliance deadlines.To Apply: 9109997283 HR@bageshwarbalaji.org

We are looking for a General Manager Finance to oversee accounting, budgeting, and financial planning. The ideal candidate should have extensive experience in finance, strong leadership skills, and a solid understanding of financial regulations.Key Responsibilities:- Financial Management: Oversee financial operations and ensure compliance with regulations to maintain the organization's financial health.- Budgeting: Lead the budgeting process by preparing and monitoring the annual budget, ensuring alignment with business objectives.- Financial Reporting: Provide accurate and timely financial reports to senior management, assisting in strategic decision-making.- Team Leadership: Manage and mentor the finance team, fostering a collaborative environment and developing their professional growth.- Cash Flow Management: Monitor and manage cash flow, ensuring the organization's liquidity and financial stability.- Risk Management: Identify and analyze financial risks and develop strategies to mitigate them.- Stakeholder Interaction: Liaise with external stakeholders such as auditors, banks, and regulators, ensuring transparent communication and relationship management.Required Skills and Expectations:The candidate must have a Chartered Accountant (CA) or ICWA qualification and possess 15-25 years of experience in finance roles, with a focus on leadership. Strong analytical skills, attention to detail, and proficiency in financial software are essential. The candidate should have excellent communication skills to interact with various stakeholders effectively. A strategic mindset and the ability to adapt to changing environments are crucial for success in this role. This position requires a male candidate, who will work full-time at our Tarapur office.

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.

An Investment Manager is responsible for managing client portfolios, analysing financial markets, and delivering strategic investment recommendations. The role focuses on wealth creation, risk management, and long-term portfolio growth aligned with clients financial goals.

As a Fund Accounting Specialist, you will be responsible for maintaining accurate financial records for investment funds. This includes reconciling trades, preparing financial statements, and ensuring compliance with regulations.Key responsibilities:1. Reconcile trades: You will be responsible for comparing trade data from various sources to ensure accuracy and completeness.2. Prepare financial statements: You will prepare monthly, quarterly, and annual financial statements for the investment funds.3. Ensure compliance: You will ensure that all financial activities are in compliance with regulatory requirements and internal policies.Required skills and expectations:- 2-3 years of experience in fund accounting or a related field.- Graduate degree in finance, accounting, or a related field.- Strong attention to detail and analytical skills.- Excellent communication and teamwork skills.- Ability to work well under pressure and meet tight deadlines. Overall, we are looking for a detail-oriented individual with a solid financial background who can effectively manage fund accounting responsibilities with precision and efficiency.

Work from home job No fees no investment Two days training and then joining

Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.

The Equity Research Associate will work closely with Portfolio Managers and Research Analysts to conduct deep-dive research on potential investment opportunities. The candidate will support industry/stock analyses, financial modelling, primary research, and monitoring of companies and sectors to feed ideas into the investment process.Key ResponsibilitiesPerform industry analysis: assess key trends, competitive strategies of major players, market structure, growth drivers and risks.Benchmark operational & financial performance metrics of major industry players (e.g., margins, growth rates, asset turns, returns).Conduct detailed financial-statement analyses and valuation work: build and maintain financial models (income statements / balance sheets / cash flows), compute valuation (DCF, multiples, residual income, etc.).Monitor continuously: track news flow, business-model changes, quarterly/annual results of companies under coverage and their peers/suppliers/customers.Conduct primary research: meet with companies, competitors, suppliers, customers; listen to quarterly conference calls; prepare summary meeting/call notes.Produce research deliverables: draft write-ups, investment memos, note key findings and investment implications for the team.Assist in the preparation of presentations/reports for internal investment discussions and for the portfolio team.Work with senior team members to identify new ideas, update models and databases, maintain coverage universe.Stay abreast of macro-economic, regulatory and sector developments which may impact company/industry dynamics.Qualifications & SkillsCA with a graduate degree in Economics, Accounts, Business, or Mathematics (or equivalent).13 years of relevant experience in equity research or related field; CFA Level 1 (or prepared) will be an advantage.Outstanding analytical and problem-solving skills; ability to dig into data, ask the right questions, form logical investment insights.Strong written and spoken communication skills; ability to clearly articulate research findings and investment theses.Demonstrated keen interest in equity markets and investments, with good understanding of company financials.Excellent modelling capabilities with MS Excel and strong comfort with numbers/financial statements.Ability to work under pressure and manage multiple tasks simultaneously, with good time-management skills.A self-starter, curious / proactive, with attention to detail and willingness to learn.Preferred AttributesStrong quantitative skills, good comfort with valuation techniques and financial modelling.Good business acumen & commercial mindset: understanding how industries work, business models evolve, competitive dynamics matter.Ability to synthesize large amounts of information into actionable investment ideas.Teamoriented but able to work independently on defined assignments.Comfortable meeting management, industry participants, attending calls, summarising key points for the investment team.

Hiring for 20 Team Manager Jobs in Kolkata for Freshers,Required Educational Qualification is : 12th Pass, 10th Pass, B.A, B.Com, B.Sc, M.B.A/PGDM, M.Com with Good knowledge in Financial Services, Financial Planning, BFSI, Investment Banking, Finance, Team Building, Team Leader, Team Management Skills etc.

About the Company:*Mint Capital is a premier financial services organization and an authorized partner of Angel One, one of Indias leading stock broking and wealth management firm. We specialize in client acquisition, investment advisory, and trading services providing individuals with comprehensive financial solutions and the right investment guidance.---*Role Overview:*We are seeking *experienced and result-oriented Relationship Managers* to join our financial Investment team. The role involves engaging with potential clients, understanding their financial goals, and offering appropriate investment solutions in *Demat accounts, stock trading, mutual funds, and SIPs*.This position is ideal for professionals with strong financial knowledge and a passion for client interaction and revenue generation.---*Key Responsibilities:** Conduct field and telephonic meetings with potential clients to promote *Demat & trading account openings*.* Guide clients on investment opportunities, mutual funds, and stock market products.* Understand client requirements and provide customized financial solutions.* Achieve monthly and quarterly sales and brokerage targets.* Maintain regular follow-up and ensure *high client satisfaction* and *retention*.* Stay updated with market trends and product knowledge to better serve clients.* Collaborate with the internal operations team to ensure smooth onboarding and service delivery.---*Desired Candidate Profile:** *14 years of experience* in financial sales, broking, wealth management, or investment advisory.* Strong understanding of *stock markets, mutual funds, and Demat operations*.* Excellent communication and presentation skills with a customer-centric approach.* Ability to work independently and achieve assigned targets.* Candidates with *NISM certification* (Series V-A, Mutual Fund Distributor, or Equity Derivatives) will be preferred.* Should be comfortable with field meetings and client acquisition.---*Qualifications:** Graduate or Postgraduate in Finance, Commerce, Economics, or Business Administration.---*Perks & Benefits:** Attractive *Fixed Salary + Lucrative Incentives*.* Excellent *career growth and learning opportunities*.* Exposure to *diverse financial products* and client categories.* Supportive and growth-driven work culture.* Quick Vertical Growth.* Rewards- Domestic & International Trips, Coupons and gift vouchers.

Must have around 5 to 7 years of experience as Financial analyst in any International or national level Financial/Fintech company.

We are seeking an experienced Data Modeler with strong expertise in the Private Equity and Investment Management domain. The ideal candidate will have hands-on experience in canonical data modeling, Azure Databricks (Medallion Architecture), and financial data governance. This role requires close collaboration with data engineering, business stakeholders, and product owners to design scalable, accurate, and consistent data solutions for enterprise-wide usage.Key ResponsibilitiesDesign and implement canonical data models to support private equity and investment business processes.Develop logical and physical data models aligned with enterprise architecture and cloud strategy.Work within Azure Databricks Medallion Architecture (Bronze/Silver/Gold layers) to design efficient and scalable data flows.Collaborate with data engineering teams to implement models and optimize performance.Gather requirements from business stakeholders and product owners; translate them into robust data models.Ensure data standardization, lineage, and governance across applications and integrations.Create and maintain detailed documentation of data models, metadata, and business definitions.Provide thought leadership on canonical modeling, financial data integration, and cloud-based data architecture.Required Qualifications & Skills8-12 years of experience as a Data Modeler or in a similar data architecture role.Strong domain expertise in Private Equity, Investment Management, or Asset Management (fund structures, portfolio data, investor reporting, valuations).Proven expertise in canonical models and developing logical/physical data models.Hands-on experience with Azure Databricks & Medallion architecture.Proficiency in SQL, relational databases, dimensional modeling, and ETL/ELT processes.Strong background in data governance, metadata management, and data cataloging.Knowledge of financial data standards and regulatory reporting frameworks.Excellent communication and stakeholder management skills.Must-Have ExperiencePrivate Equity / Investment domain expertise.Cloud-based architecture (Azure preferred).Financial regulatory reporting knowledge.Educational QualificationBachelor of Engineering / Bachelor of Technology (B.E./B.Tech.) or equivalent in Computer Science, Engineering, or related field.

Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.

Key Responsibilities:1. Source and attract candidates through various channels: As a Human Resources Recruiter, you will be responsible for sourcing potential candidates using various online platforms, job boards, social media, and other recruitment methods.2. Screen resumes and conduct initial interviews: You will review resumes and applications, conduct phone interviews, and evaluate candidates to determine their qualifications and fit for the role.3. Coordinate with hiring managers: You will work closely with hiring managers to understand their needs, clarify job requirements, and provide them with suitable candidates for their open positions.4. Maintain candidate databases: You will keep accurate and updated records of candidates, including their contact information, resumes, and interview notes, to ensure a smooth recruitment process.Required Skills and Expectations:1. Good communication skills: You should have strong written and verbal communication skills to effectively interact with candidates, hiring managers, and team members.2. Attention to detail: Being detail-oriented is crucial in accurately screening resumes, interviewing candidates, and maintaining candidate databases.3. Time management skills: The ability to prioritize tasks, meet deadlines, and manage your time efficiently is essential in this role, especially when working remotely.4. Basic computer skills: Proficiency in using email, online platforms, and Microsoft Office tools is required for performing recruitment tasks effectively.

We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

Asst. Manager - Compliance and Operations will be responsible for the end-to-end ownership of operational workflow of Category III AIF to cover the following deliverables:Periodically review exposure, drawdowns, and investor commitments against fund documents and regulatory limits.Conduct pre- and post-trade compliance checks (investment concentration limits, sector restrictions, leverage, etc.). Ensure transactions are within regulatory and fund-specific boundaries.Assist in drafting and updating internal compliance checklists, SOPs, and dashboards.Assist in preparation and filing of regulatory reports including SEBI AIF reports (monthly/quarterly), RBI/FEMA filings if applicable.Monitor compliance with SEBI AIF Regulations, PPM (Private Placement Memorandum), and internal investment guidelines.Validate accruals, expenses, performance fees and management fee computations as per PPM and agreements.Support audits and inspections (SEBI, statutory, internal) by providing required data and explanations.Coordinate daily/periodic NAV computation with fund administrator; review trial balance, valuations, and reconciliation reports.Ensure timely and accurate recording of fund transactions.Support investor queries related to capital statements, tax workings, and portfolio performance.Prepare financial statements, investor reports, and quarterly performance reports.Work closely with auditors for annual audits, tax filings, and statutory reporting.QUALIFICATIONS:1. CA / MBA (Finance) or equivalent professional qualification.2. 35 years of relevant experience in AIF/PMS/Mutual Funds or compliance.3. Working knowledge of SEBI AIF Regulations, Companies Act, and taxation aspects relevant to AIFs.4. Ability to comprehend financial reports5. Excellent working knowledge of excel6. Attention to detail is a MUST7. Strong written and verbal communication skills will be an added advantage in this role

QUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude Candidate must be eager to learn and grow in the role Keen interest in capital markets and investments, will be an added advantage Related work experience of 3 to 5 years in the financial sector (AMCs, PMSs, Banks, etc.) Graduate/Post graduate in economics/commerce/business studies; CFA level I or similar qualifications preferredNATURE OF WORK: Coordination on client on boarding Interact with clients - mostly UHNIs & NRIs - on their operations related queries Prepare and maintain investment/portfolio sheets for clients on day to day basis Check calculation of management and performance fees Ensure timely delivery of the quarterly reports to the clients Liaison with clients CAs during tax filing period Liaison with custodians, banks and third party PMS, AIFs, etc. Support the business development activities to grow the client base

Identify, evaluate, and secure funding opportunities from banks, fund houses, and NBFCs tomeet the companys financial requirements. Prepare, analyze, and present detailed proposals, financial models, CMA and projections topotential lenders and investors. Negotiate terms and conditions for loans, credit facilities, and investments to ensure favorableoutcomes for the company. Calculation and Knowledge of accounting ratios Develop and implement financial strategies to align with the companys long-term goals andoperational plans. Monitor and manage cash flow, ensuring liquidity for daily operations and strategic investments. Forecast financial performance and assess funding needs to support growth initiatives. Ensure compliance with financial regulations, banking guidelines, and statutory requirements infunding-related activities. Conduct risk assessments and implement measures to mitigate financial risks in funding andinvestments. Maintain accurate documentation and records for audit and reporting purposes. Build and maintain strong relationships with banks, financial institutions, fund houses, andNBFCs. Serve as the primary point of contact for all funding-related communication and negotiation. Represent the company in financial meetings, presentations, and discussions with externalstakeholders. Prepare and present detailed financial reports, including funding utilization and performancemetrics, to the management team. Analyze financial data to identify trends, risks, and opportunities for cost optimization andrevenue enhancement. Collaborate with internal teams to improve financial processes and reporting accuracy. Work closely with the accounting, operations, and business development teams to ensurefinancial alignment across departments. Provide financial insights and training to junior team members or other stakeholders as needed. Stay updated on market trends, interest rates, and regulatory changes affecting funding