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