Project Management

About the internship Selected intern's day-to-day responsibilities include: 1. Collaborate with clients, brokers, banks, CAs, and other third-party providers to ensure efficient service delivery and timely completion of deliverables. 2. Contribute to the process of generating financial and investment reports. 3. Maintain precise and up-to-date records of client data and reports. 4. Utilize MS Excel proficiency to organize, reconcile, and present detailed financial and investment reports. 5. Communicate and collaborate with the operations team to implement automation in the investment accounting process, covering data aggregation to the closure of books. 6. Prepare and disburse reporting packages such as but not limited to - capital gain loss, dividend, transaction, audit turnover, performance - (holding period, CAGR, absolute), closing stock summary, client and investor family analysis & more. 7. Continuously monitor industry trends, market dynamics, and competitor activities to identify both opportunities and potential challenges 8. Project Management - Involve in dedicated project management tasks. 9. Other ad-hoc responsibilities as directed by manager Who can apply Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 8th Nov'24 and 13th Dec'24 3. are available for duration of 3 months 4. are from or open to relocate to Mumbai and neighboring cities 5. have relevant skills and interests * Women wanting to start/restart their career can also apply. iRecord Software serves as a powerful tool empowering the Indian investing community to effortlessly manage their investments, practice personal Investment Accounting, and streamline portfolio management. We developed iRecord Software in response to the absence of a suitable solution for Indian investors and professionals, who often resorted to outdated tools and complex spreadsheets, iRecord software eliminates the complexities of manual data tracking and errors associated with spreadsheet usage. We intend to facilitate Indians in consolidating their investments from various platforms, providing a comprehensive view of portfolio performance across asset classes, automating the journey from data aggregation through the creation of investment reporting and book closure. As a customer-focused organization committed to compliant product development, we have emerged as a crucial resource for portfolio tracking and Personal Investment accounting within the Indian investing community.