Job Description

Accounts & Executive Assistant AI-Enabled Equity Research Trainee

Description: Account

Key Responsibilities

1. Accounting & Finance (40%)
- Maintain books of accounts using Tally Prime.
- Record day-to-day accounting transactions.
- Prepare bank reconciliations and cash flow statements.
- Generate GST reports and assist in GST compliance.
- Maintain purchase, sales, expense, and payment records.
- Coordinate with Chartered Accountants for statutory compliance.
- Assist in preparing MIS reports and financial summaries.
- Maintain vendor, customer, and investment records.
- Handle invoicing, receipts, reimbursements, and petty cash.

2. Executive Assistance (20%)
- Prepare meeting agendas, minutes, and follow-up action trackers.
- Organize travel, accommodation, and logistics.
- Maintain confidential documents and digital filing systems.
- Conduct internet and business research as required.

3. AI-Assisted Equity Research (40%)
*(Training will be provided.)*
- Learn the fundamentals of equity research and financial statement analysis.
- Use AI tools (ChatGPT,



Claude, Gemini, etc.) to:
- Summarize annual reports.
- Analyze earnings calls.
- Research industries and competitors.
- Prepare company research notes.
- Build investment summaries.
- Track market news and developments.
- Collect financial and operational data from public sources.
- Maintain watchlists of listed companies.
- Assist in preparing investment presentations and valuation models.
- Learn financial modelling, valuation techniques, and investment thesis development.
- Monitor portfolio companies and prepare periodic performance updates.

Desired Skills
Essential
- Working knowledge of Tally Prime.
- Basic accounting and bookkeeping knowledge.
- Strong MS Excel, Word, and PowerPoint skills.
- Excellent written and verbal communication.
- Solid organizational and time management abilities.
- High attention to detail and accuracy.
- Ability to maintain confidentiality.
- Willingness to

📌 Accountant and AI Enabled Equity Research Trainee (Ahmedabad)
🏢 Pransh Financial Advisors
📍 Ahmedabad