Treasury and Investment management

We're Hiring - Chartered Accountant Treasury & Investment Management

About Ramakrishnan & Co. LLP

Ramakrishnan & Co. LLP is a Chartered Accountancy firm with a professional legacy of over 34 years, providing assurance, advisory, taxation, accounting, regulatory and business support services across a wide range of sectors.

The Firm is peer reviewed and serves a diverse portfolio of domestic and international clients, with engagements spanning India, Europe and the Middle East.

Over the years, we have built experience across multiple domains, working closely with businesses, promoters, international groups and professional advisers on accounting, taxation, compliance, financial reporting, cross-border matters and advisory assignments.

Our professionals have the opportunity to work on assignments that combine strong technical foundations with practical business exposure and direct interaction with clients and senior management.

We are looking for a motivated Chartered Accountant to work on a dedicated assignment for a European Family Office .

The role offers hands-on exposure to treasury operations, investment reporting, financial analysis, portfolio monitoring, and family-office investment activities across multiple entities and currencies.

Role: Chartered Accountant - Treasury & Investment Management

Experience: 2-3 years post-qualification experience

Location: Pune

Compensation: 12-14 LPA, depending on experience and suitability

The role will involve:

Treasury and bank account management;

Multi-currency bank reconciliations, including EUR, USD and GBP accounts;

Investment accounting and reporting;

Preparation of weekly investment and portfolio reports;

Monitoring investment performance and key return metrics;

Financial modelling and investment evaluation;

IRR, XIRR, ROI and other investment performance analysis;

Portfolio and fund-related reporting;

Investment screening and analysis;

Coordination with banks, wealth managers, investment managers and other professional advisers; and

Supporting management on treasury and investment-related matters.

Candidate Profile

We are looking for a Chartered Accountant who:

Has 2-3 years of relevant post-qualification experience;

Has a strong foundation in accounting and financial analysis;

Has a genuine interest in treasury, investments and portfolio management;

Is comfortable working with financial models, reports and data;

Has good analytical, communication and presentation skills;

Can independently take ownership of assignments and coordinate with multiple stakeholders; and

Is interested in developing experience in an international family-office environment.

A CFA qualification or progress towards the CFA qualification will be an added advantage , but is not mandatory.

This is an excellent opportunity for a Chartered Accountant looking to move beyond traditional accounting and compliance work and build specialised experience in treasury, investment analysis, portfolio reporting and family-office operations .

Interested candidates may send their CV to with the subject line "Application - CA Treasury & Investment Management" .