Industrial Training (Articleship) – Portfolio Management & Finance
Accounting & Finance · Full-time
Bengaluru, Karnataka, India
The Portfolio Management & Finance team at 3one4 Capital, plays a pivotal role in overseeing the firm's investments through four key functions: diligence, monitoring & management, debt & treasury facilitation, and financial team structuring.
This industrial training opportunity offers a rigorous, hands-on experience, with the opportunity to work closely with senior professionals and gain deep exposure to portfolio analytics, compliance, taxation, regulation, and strategic financial management.
Candidate Eligibility
• Currently pursuing Chartered Accountancy (CA) in India.
• Completion of 12 months of articleship at an auditing & assurance firm.
• Having passed the Professional Education (Examination – II) or the Intermediate examination, as applicable under the ICAI regulations.
• Having intimated the Principal of the intention to undertake industrial training at least three months before the date on which the training is to commence.
Regulatory Conditions Governing Industrial Training
• Period of training: The period of industrial training may range between nine months and twelve months during the last year of the prescribed period of practical training.
• Supervision: The training shall be received under a member of the Institute.
• Agreement of training: An agreement of training shall be entered into in the form approved by the Council.
• Certificate of completion: On satisfactory completion of the industrial training, the member training the industrial trainee shall forthwith issue to the trainee a certificate, in the form approved by the Council, in respect of the training undergone, and forward a copy thereof to the Secretary.
• Recognition of service: The period of industrial training shall be treated as service under articles for all purposes of the regulations, provided the certificate referred to above is issued.
Key Responsibilities
1. Diligence
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Support financial, tax, and forensic due diligence processes in collaboration with external partners.
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Support ongoing portfolio monitoring and management post-investment.
2. Debt & Treasury Facilitation
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Evaluate and help arrange facilities such as OD, WCDL, term loans, and invoice discounting.
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Support cash management decisions, including deployment into liquid funds and fixed deposits.
3. Financial Team Structuring
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Participate in building scalable finance teams, including the transition from outsourced (LED) setups to third-party accounting and internal teams.
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Support weekly finance role interviews for portfolio companies.
4. Monitoring & Management
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Prepare MIS reports and track performance for portfolio companies.
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Conduct analytical reviews to identify operational headwinds and tailwinds and propose strategic interventions.
Role Details
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Working hours: Full-time, office-based
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Selection process: Two to Three round interview process
