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Tier-1 employer, mid-level generalist title, and metro location increase candidate competition.
Mutual fund and SEC reporting require industry-specific knowledge, limiting cross-industry transferability.
Explicit 3–5+ years and required mutual-fund reporting expertise make filters stringent.
Review and oversee annual, semi-annual, quarterly, and tailored shareholder financial reports ensuring accuracy and compliance.
Manage communication and coordination with auditors, legal, banks, printers, and other stakeholders for regulatory filings and report preparation.
Maintain reporting schedules, checklists, and keep management informed of issues on assigned funds within multiple global pooled investment vehicles.
3–5+ years of experience in mutual fund or finance industry.
4-year degree in a business field, preferably accounting or finance.
Proficient knowledge of mutual fund accounting and SEC regulations, financial reporting, and spreadsheet skills.
Location requirement: Pune, India.
Experienced in multiple GAAP reporting standards including U.S., International, and Lux GAAP for diverse fund products.
Comfortable handling regulatory filings such as SEC N-CSR, N-30D, and 485B with strong process management capabilities.
Skilled in cross-functional coordination among internal teams and external parties including auditors, banks, and legal for financial reporting.