Wealth Management Financial Analyst

About Us :

Nexdigm is an employee-owned, privately held, independent global organization that helps companies across geographies meet the needs of a dynamic business environment. Our focus on problem-solving, supported by our multifunctional expertise enables us to provide customized solutions for our clients.

We provide integrated, digitally driven solutions encompassing Business and Professional Services that help companies navigate challenges across all stages of their life-cycle. Through our direct operations in the USA, Poland, UAE, and India, we serve a diverse range of clients, spanning multinationals, listed companies, privately-owned companies, and family-owned businesses from over 50 countries.

Our multidisciplinary teams serve a wide range of industries, with a specific focus on healthcare, food processing, and banking and financial services. Over the last decade, we have built and leveraged capabilities across key global markets to provide transnational support to numerous clients.

From inception, our founders have propagated a culture that values professional standards and personalized service. An emphasis on collaboration and ethical conduct drives us to serve our clients with integrity while delivering high quality, innovative results. We act as partners to our clients, and take a proactive stance in understanding their needs and constraints, to provide integrated solutions.

Quality at Nexdigm is of utmost importance, and we are ISO / ISE 27001 certified for information security and ISO 9001 certified for quality management.

We have been recognized over the years by global organizations, like the International Accounting Bulletin and Euro Money Publications.

• Nexdigm resonates with our plunge into a new paradigm of business;

it is our commitment to Think Next .

To know more about us, visit www.Nexdigm.Com

Job Description :

Seeking a motivated and detail-oriented Chartered Accountant (CA) to join the Finance & Accounts team in a leading Wealth Management Company . The role is ideal for a experienced CA eager to build a career in financial accounting, investment operations, and regulatory compliance within the wealth management industry.

The candidate will assist in managing accounting processes, financial reporting, fund reconciliations, MIS reporting, and audits, while ensuring compliance with SEBI, RBI, and other regulatory guidelines applicable to the wealth management sector.

Key Responsibilities :

1. Financial Accounting & Reporting

2. Management Reporting (MIS)

3. Investment Operations & Reconciliations

4. Taxation & Compliance

5. Process Improvement

Qualifications & Skills :

1. Education :

2. Preferred Skills :