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(₹ 100 CR & ABOVE)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(₹ 5 CR TO ₹ 100 CR)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

Exclusive Strategies
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Your legacy awaits



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*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Assistant Manager - Finance and Accounting

Mumbai

Waterfield Overview:

  • Waterfield Advisors is India’s leading Independent Multi-Family Office and Wealth Advisory Firm. Established in 2011, we advise on over USD 4.5 Billion of assets on behalf of several prominent Indian business families whom we serve from 6 offices in India.
  • Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms, in the country, to introduce and pioneer the concept of investment advisory in wealth management.
  • Drawing from decades of experience in private banking, Soumya Rajan, Founder and CEO recognized the need for holistic services, to the UHNI community, which were without any conflict of interest. Thus, Waterfield Advisors was set up as India’s first pure financial advisory company taking on established banks and financial institutions that considered distribution as a norm in wealth management.

Job Description:

  • Assist in the preparation of Financial Statements for Auditors and Stakeholders and the Finalisation of Annual Accounts.
  • Preparation of periodic MIS reports and Cashflow statements for internal stakeholders.
  • Day to Day Data entry and management in Tally /MS office/excel.
  • Filing of various reports to regulatory authorities like GST, TDS, etc.
  • Preparation and Processing of invoices.
  • Vendor and Receivables Management.
  • Transactions accounting.

The Candidate Should Be:

  • A Commerce Graduate with approximately 3-5 years of experience working with a reputed organization, preferably in the financial services sector; and/or reputed Audit firm.
  • The candidate must be based in Mumbai and willing to work in a Hybrid Model.

Preferred Skillset:

  • Excellent Knowledge of Accounting Standards.
  • Working knowledge of Tax Laws both Direct and Indirect.
  • Good command of MS Office (Excel, Word, and PowerPoint) and Tally ERP9.
  • Proficiency in communication and presentation skills.
  • Immediate joining, though not mandatory, will be preferred.
To Apply, email us at [email protected]
Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?









arrow arrow
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016