B.Com, C.A. / MBA / Inter C.A., 2-4 yrs exp, at Insurance Major, Mumbai

  • 2 - 4 Years
  • Not Mentioned
  • mumbai
  • permanent
  • Chartered Accountant
  • Insurance
  • Reporting to

    VP Finance


    Mumbai – Goregaon


    Investment Operations (Mid office / Back Office)

    No of people reporting



    B.Com, C.A. / MBA / Inter C.A.




    Managing IRDA Investment Guideline from accounting, settlement and Compliance point with respect to Back office / Mid Office function.





    • Assist in Insurance Investment Accounting, settlement, documentation of deals
    • Assist in Reconciliation of various forms required for Investment Reporting
    • Assist in driving system changes and conducting UAT for Investment system
    • Operating knowledge of Mfund Investment system
    • Monitoring of investment ratings of securities and changes to be done in security master
    • Classifying investments between Approved and other Investments.
    • Ensuring all regulatory limits are configured in MFUND.
    • Review MIS report for re-classification of investments


    Key Critical Competencies


    • Strong interpersonal and communication skills
    • Strong numerical and analytical skills.
    • Team player with proven ability to take ownership and deliver to tight deadlines.
    • Ability to learn quickly and use initiative
    • Ability to work at a detailed level with accuracy but also understand the bigger picture.
    • Possesses an understanding of the financial implication of and control requirements surrounding business processes.



    Candidate should be from Life Insurance Company, looking after Investment Operations functions with minimum 2 years of experience in similar profile.

    Candidate expected to have a sound knowledge of securities market, custodial process, Microsoft Office (including expert excel functions), Mfund investment system and IRDA Rules Regulations governing Investment function.


Employer Profile :

  • Insurance Major, mumbai