Articled Assistant

About the Role

The Articled Assistant will support the advisory and compliance teams with day-to-day professional work relating to funds and fund managers. This is a full-time, on-site role based in Mumbai.

Key Responsibilities

• Assisting in accounting entries and bookkeeping.
• Working on statutory and tax compliances.
• Supporting fund accounting and administration.
• Preparing working papers and documentation for audits.
• Data compilation.
• Basic financial analysis.
• Preparation of reports and schedules under supervision.
• Collaborating with professionals across functions.
• Maintaining client files and records.
• Contributing to process improvements and knowledge documentation.

Qualifications

• Currently pursuing Chartered Accountancy (CA) articleship or an equivalent professional qualification with a strong interest in funds and financial services.
• Foundational knowledge of accounting principles, financial reporting, and bookkeeping practices.
• Basic understanding of direct and indirect taxation, statutory compliances, and regulatory frameworks relevant to funds and fund managers.
• Proficiency in MS Excel, Word, and other office productivity tools.
• Comfort working with accounting or ERP software is an advantage.
• Strong analytical skills and attention to detail.
• Ability to work with numbers accurately and reliably.
• Effective written and verbal communication skills.
• Ability to prepare clear working notes and documentation.
• Ability to work in a structured, deadline-driven environment.
• Ability to manage multiple tasks.
• Ability to collaborate within a professional team.
• High level of integrity.
• Willingness to learn.
• Openness to receiving guidance and feedback from senior professionals.