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Ca Interns
Ca InternsOaklanecapital • Republic Of India, IN
Ca Interns

Ca Interns

Oaklanecapital • Republic Of India, IN
11 days ago
Job description

Role Overview

The role offers a 1-year internship / industrial training program designed for CA students and newly qualified CAs seeking exposure to finance, compliance, and operations at a SEBI-regulated investment management firm.

Trainees will work directly with the CFO, Compliance Head, and Investment Team — gaining a 360° understanding of how institutional asset management firms operate on the buy-side .

Key Responsibilities

Exposure to Buy-Side Processes

  • Understand how fund managers, research analysts, and compliance officers collaborate in portfolio construction and governance.
  • Learn the institutional workflows of an investment firm — front office (research / dealing), middle office (compliance), and back office (finance / operations).

Operations & MIS

  • Coordinate with custodians, brokers, and fund administrators for trade settlements and reconciliations.
  • Assist in NAV validation, cash flow monitoring, and investor data management.
  • Prepare reports for management and regulatory submissions.

    • Eligibility

  • Option 1 : CA students who have completed 2 years of Articleship and are eligible for industrial training.
  • Option 2 : Qualified Chartered Accountants (0–1 year experience) seeking exposure to buy-side finance and compliance before final placement.
  • Strong academic record, integrity, and interest in investment management / financial markets.

    • Skills & Attributes

  • Proficiency in MS Excel, PowerPoint , and accounting systems.
  • Understanding of financial reporting, audit processes, and SEBI regulatory landscape.
  • Strong analytical skills, attention to detail, and ability to work cross-functionally.

    • Compensation & Learning

  • Stipend : Industry-competitive.
  • Learning Opportunities :
  • Hands-on experience at a buy-side fund (PMS / AMC setup).
  • Exposure to SEBI regulations, fund accounting, compliance, and AUM reporting.
  • Mentorship from senior finance, operations, and investment professionals.
  • Opportunity to convert to a full-time role based on performance.

    • Application Details

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    Intern • Republic Of India, IN