Senior Analyst at Invoca

Coimbatore, Tamil Nadu, India

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Hedge Funds, Investment BankingIndustries

Requirements

2–5 years of experience in Hedge Fund Accounting, Reconciliation, or Fund Administration
Strong understanding of financial instruments: equities, bonds, futures, options, swaps, forwards, CFDs
Knowledge of hedge fund structures and strategies
Familiarity with financial statements (P&L, Cash Flow, Balance Sheet)
Ability to streamline processes and work with technology teams for automation
Excellent analytical skills and attention to detail
Bachelor’s / MBA degree in finance, Accounting, Economics, or a related field
Professional certifications like CFA (Chartered Financial Analyst), CA, or CPA are highly desirable but not mandatory (nice to have)
Certification courses on capital markets (nice to have)
Strong command in Microsoft Excel (nice to have)
Understanding of SWIFT MT’s 103 & 202 (nice to have)

Responsibilities

Perform cash reconciliations with fund administrators
Calculate hedge fund fees and manage related processes
Review bank balances, sweep accounts, and ensure accurate cash reporting
Handle invoice management and payment processing
Collaborate with CPOs, IMs, administrators, clients, and vendors globally
Prepare and report withholding statements for tax purposes
Support regulatory reporting requirements in partnership with onshore teams
Contribute to process improvements and automation initiatives to enhance efficiency and control

Skills

Hedge Fund Accounting

Cash Reconciliations

Fee Calculations

Invoice Management

Regulatory Reporting

Bank Reconciliations

Process Automation

Financial Reporting

Invoca

AI-powered call tracking and analytics platform

About Invoca

Invoca offers a platform for AI-powered call tracking and conversational analytics, helping businesses analyze phone calls to gain insights from customer conversations. This data is vital for marketers to optimize their advertising strategies and improve customer acquisition. The platform integrates with popular marketing tools, allowing businesses to connect offline and online customer data. Invoca's goal is to enhance marketing performance through detailed insights, enabling data-driven decisions and better return on investment.

Santa Barbara, CaliforniaHeadquarters

2008Year Founded

$194.4MTotal Funding

SERIES_FCompany Stage

Consumer Software, Enterprise Software, AI & Machine LearningIndustries

201-500Employees

Benefits

PTO

Medical, dental, & vision coverage

Mental well-being & EAP

Paid family/medical leave

Invacation (sabbatical)

Wellness subsidy

Risks

Emerging AI-driven startups could challenge Invoca's market share in conversational analytics.

Privacy regulations like GDPR may limit Invoca's data collection capabilities.

Economic downturns could reduce marketing budgets, impacting Invoca's subscription revenue.

Differentiation

Invoca leads in conversation intelligence AI, enhancing marketing and sales team efficiency.

The platform offers seamless integration with major marketing tools like Google Ads and Salesforce.

Invoca's no-code integrations simplify deployment across social media platforms like TikTok and Snapchat.

Upsides

Growing demand for AI-driven insights boosts Invoca's market potential in personalized marketing.

Recent integrations with social platforms align with expanding social media ad budgets.

Recognition as a leader in revenue execution platforms strengthens Invoca's market position.

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