225 Investment Strategies Jobs

We're seeking a strategic Financial Planner to lead budgeting, forecasting, and financial analysis. The ideal candidate will drive growth, manage risk, and provide insights to support smart, data-driven business decisions.

As a Financial Advisor at Finnovate, you will be responsible for building strong relationships with clients and providing personalized financial solutions to help them achieve their goals. You will guide individuals in making informed financial decisions for long-term financial well-being, offering expert insights on financial planning, investment strategies, and wealth management tailored to their specific needs. To excel in this role, you will need to stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyzing financial data, tracking progress, and optimizing financial plans for better results will be key aspects of your responsibilities. Additionally, you will represent Finnovate at conferences, meetings, and industry events to promote financial education. The ideal candidate for this position should hold a Bachelor's degree in finance, economics, or a related field (an MBA in Finance would be preferred). A CFP certification would be a definite advantage, alternatively, you should have a NISM XA XB qualification or be working towards the same. A minimum of 2 years of experience in financial advisory or related fields is required. Strong knowledge of financial planning, investment strategies, and wealth management is essential for success in this role. You should possess excellent stakeholder management skills, superior communication, and interpersonal skills to effectively educate and engage clients. An analytical mindset with the ability to assess financial data and provide strategic recommendations is crucial. As a self-driven, goal-oriented individual, you should be passionate about helping others achieve financial success. If you are looking for a rewarding career where you can make a positive impact and grow professionally, Finnovate welcomes your application.,

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,

As a professional in this role, you will be responsible for providing expert advice to clients on stock market trends, investment strategies, and portfolio management. Your key duties will include conducting in-depth analysis of financial markets, various instruments, and client requirements to tailor personalized investment plans. You will also be executing trades on behalf of clients across different exchanges and platforms. It is essential to stay well-informed about regulatory changes and compliance standards within the stock broking industry to ensure adherence. The ideal candidate for this position should possess 1-2 years of experience in equity broking or a related field, with a solid grasp of stock market dynamics such as trading hours, settlement processes, and risk management techniques. Exceptional communication skills are crucial for effectively engaging with clients from diverse backgrounds. You should also demonstrate the ability to work independently with minimal supervision, all while achieving set sales targets and contributing to revenue growth. This is a full-time position that offers benefits like Provident Fund. The work location for this role is in person. If you meet the requirements and are looking to leverage your expertise in stock broking to provide valuable insights and assistance to clients, we encourage you to apply and be part of our team.,

You are an experienced stock market professional looking to join a dynamic team to leverage your expertise in identifying investment opportunities within the market. Your role will involve analyzing stocks, understanding clients" investment needs, and guiding them towards successful investment decisions. You will directly engage with clients, educate them on various investment options, and monitor the performance of their accounts. Your responsibilities will include providing regular updates to clients on their investment portfolios, highlighting new investment opportunities, acquiring new clients through networking and cold calling, and adjusting investment strategies based on market trends. To excel in this role, you should have proven work experience as a Stockbroker or in a similar position. This is a full-time position that offers benefits such as health insurance and provident fund. The work schedule is during the day, and there are additional bonuses like a joining bonus, performance bonus, quarterly bonus, and yearly bonus. The ideal candidate should have at least 1 year of total work experience, preferably in customer service. Proficiency in English is preferred for effective communication. The work location is in person, providing a collaborative environment for client interactions and market analysis.,

As a highly experienced Chief Finance Manager, you will be responsible for leading the financial planning and analysis function in alignment with the business goals. Your duties will include managing budgeting, reporting, tax, and compliance activities, collaborating on investment strategies and capital structuring, maintaining relationships with financial institutions and investors, and overseeing the implementation and management of financial systems, especially Zoho Books. Key Responsibilities: - Lead the financial planning and analysis function, ensuring alignment with business goals. - Manage budgeting, reporting, tax, and compliance activities. - Collaborate on investment strategies and capital structuring. - Maintain relationships with financial institutions and investors. - Oversee implementation and management of financial systems, especially Zoho Books. To excel in this role, you should have proven experience in finance leadership roles, preferably in investment banking. Professional fluency in English is required, and additional languages are a plus. A Chartered Accountant (CA) or equivalent qualification is preferred. Strong analytical, strategic thinking, and communication skills are essential. Experience with Zoho Books or similar accounting platforms is advantageous. This is a full-time, permanent position with benefits including cell phone reimbursement, health insurance, and Provident Fund. The work schedule is during the day shift, and the work location is in person. If you are a finance professional with a strong background in finance and investment banking, and possess the required skills and qualifications, we encourage you to apply for this exciting opportunity.,

Job description Stakeholder management and leadership: Managing key stakeholders and their expectations. Ensuring healthy relationship with Regulators and external auditors. Consistently explore opportunities for efficiency in the processes we adopt and follow. Provide training and coaching to junior members of the team. Contribute to delta initiatives that Ops run - Design, develop and deliver efficiency tools Decision making and problem solving: Effective problem solving skills with a deeper, broader and clear understanding, Commercial effectiveness and reasonably good industry connect which can help the role. Risk and Control: All Barclays colleagues have to ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards. Essential Skills and Qualifications will include: Knowledge of the securities market (Equity, Bonds & F&O) - transactions processing, reconciliations, corporate actions, billing, operational risk management Should be well versed with PMS, IA, AMFI, Depository Byelaws and SEBI regulations Excellent interpersonal skills Good analytical and communication skills Thorough knowledge of accounting principles and standards Educational degree of minimum Graduate level Regulated Role: This role is deemed as a regulated role. Job location is Mumbai. Join us as an Operation Analyst at Barclays, where youll be working with the wealth operations team in Barclays Securities India Private Ltd (BSIPL) and supporting the domestic wealth business. Purpose of the role: To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. Skills required: Graduate/MBA with 4 to 8 years of experience in investment operations from Banks/brokerage houses. Should be a good team player having good verbal and written communication. Maintains appropriate evidence and takes necessary steps required to support all operational attestations and internal policies. Complete all required regulatory certifications for the role. Independently coordinate withinternal/concurrent/regulatoryauditors and to ensure satisfactory audit ratings. Work towards the service levels and TAT are met To roll out implementation of regulatory related circular and compliance processes. Enhance operational efficiency related to the operational areas by working closely with internal and external stake holders and IT team. Manage queries / escalations from Business , Issue resolutions and if required from clients on client reports Planned enhancements i. e. Drafting of Business Requirements Document and coordination with Technology team, Coordinate with project managers and testing resources, Supervise the testing carried out and also execute testing, if necessary Ensure that Service Level Agreements laid out are adhered to. Handle escalations effectively and work towards speedy resolution. Accountabilities: Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services. Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations. Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes. Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes. Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency. Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services. Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness. Analyst Expectations: To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team s operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

Job description Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs including local market, tax, estate planning and liquidity. Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and external networks Effective in gaining an in-depth understanding of client s needs and advising on a diverse range of wealth management solutions Satisfies the criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified. Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client s requirements. Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment. Excellent market exposure and multi-disciplined private banking expertise Essential Skills/Basic Qualifications: Educated to Degree level Appropriate regulatory qualifications Fluent in English and Hindi Fluency in other Indian languages added advantage (regionally-specific) Desirable skills/Preferred Qualifications: Excellent interpersonal and communication skills Entrepreneurial spirit but also with a collegiate approach Embraces challenge and an evolving/changing environment Rapidly assimilates new information and applies this knowledge as appropriate

Job description About Barclays Private Bank & Wealth Management As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world.The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank. About Private Clients India Barclays launched its onshore Private Banking business across India in 2008 and is a leading global player in the India onshore market. The business offers bespoke investment, credit, wealth structuring and banking solutions to family offices and ultrahigh net worth individuals across India through teams in key locations (Mumbai, Delhi, Bangalore, Kolkata, Chennai). The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise. Key Accountabilities Running the business with a focus on Consistently Excellent returns. Ability to grow the business in line with the firm s growth aspirations. Ability to retain, inculcate and grow Controls in line with the firm s policies. Ability to mentor and grow talent. Ability to actively collaborate and take all stakeholders in the region and globally along on the path forward. Stakeholder Management and Leadership Head of Investments, India & Global Indians Head of Investments Distribution, Private Clients India Head of Distribution, Private Clients India Global Head of Investments Global Head of Investment Services, Platform & Product Management Private Bankers / Client Relationship Managers Control functions including but not restricted to Risk, Compliance, Legal and Audit Stakeholders across the ecosystem such as PB COO functions, Operations and IT Decision-making and Problem Solving Investments Research, Investment Advisory, Portfolio Management Services and Execution businesses within Private Clients India are complex, well-regulated, and demanding businesses centred around decision making and problem-solving. A senior Investment Specialist requires proficiency in analytical and problem-solving skills in order for the business to be run in a consistently excellent way. Risk and Control Objective Take ownership for managing risk and strengthening controls in relation to the work you do. Person Specification The role requires extensive knowledge across asset classes and investment products, across both public and private markets, domestic Indian and global, as well as extensive experience in multi-asset client portfolio advisory, investment management and execution only services across market cycles in India. Essential Skills/Basic Qualifications: Long investment counselling, investment advisory and/or investment management experience centred in India. Thorough knowledge of Indian and global markets and investment products and services. Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India. Thorough Knowledge of business opportunities in the region in Investments. All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required. Desirable skills/Preferred Qualifications: Senior role in strong PB&WM and/or Asset Management franchises in India. Demonstrated ability to build and grow investments business, especially assets under advice/management in PB&WM industry in India. Great collaboration skills. Key Clients relationship management qualities. Platform building and change management skills. Purpose and Values We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term. Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship. Overall purpose of role Investment Specialist at Private Clients India is a senior client-facing role in the business within Investments team. This role entails covering current and prospective investments-led clients, delivering them consistently excellent outcomes on their agreed mandates bringing together the strengths of the Barclays franchise. The role s accountability extends to all aspects of doing investments business across these services in Private Clients India. Accountabilities Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. . Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations. Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. Participation in events, conferences, and other networking opportunities to showcase the product and generate interest. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures. . If managing a team, they define jobs and responsibilities, planning for the department s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. . If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. . OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions. . Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

You will be joining a fast-growing personal investment company dedicated to assisting individuals and families in achieving their financial objectives through personalized investment strategies. The company offers comprehensive financial planning services encompassing investment management, retirement planning, tax strategies, and estate planning. As a NISM-Series-V-A: Mutual Fund Distribators Certification Examination qualified candidate, your primary responsibility will be to distribute mutual funds, engage with clients, assist in client acquisition, plan investments, review portfolios regularly, and manage operational tasks. Your role as a mutual fund distributor will be pivotal in overseeing the day-to-day operations of the firm, ensuring seamless workflows, and upholding high service standards. Your duties will include providing exceptional client service by promptly and professionally addressing client inquiries and concerns. You will serve as a trusted mutual fund distributor to clients, grasp their investment goals, and offer suitable recommendations. Developing personalized investment strategies for clients and managing client reporting and communication to ensure the accurate and timely delivery of information will also be part of your responsibilities. Requirements for this position include being NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified, holding a Bachelor's degree in Finance, Business Administration, or a related field. Previous experience in operations management within the financial services industry is preferred but not mandatory. This is a full-time position that offers a performance bonus as part of the compensation package. The working schedule is during day shift hours, and the work location is in person. The expected start date for this role is 15/07/2025.,

Mantras2success Consultants is seeking a highly skilled and strategic Sr. Manager - Finance with specific experience in the Cafe/Restaurant sector . This pivotal role involves overseeing all financial operations, from preparing statements and managing budgets to implementing financial strategies for profitability. The ideal candidate will lead the accounting team, ensure stringent compliance, and provide crucial financial insights to senior management. Key Responsibilities Financial Reporting & Planning : Oversee the preparation of financial statements, budgets, and forecasts . Compliance & Regulation : Ensure strict compliance with accounting standards and financial regulations . Team Management : Manage and mentor the accounting team to ensure efficiency and accuracy in all financial operations. Strategic Finance : Develop and implement effective financial strategies to significantly improve profitability. Financial Analysis & Insights : Conduct in-depth financial analysis and provide valuable insights and recommendations to senior management for data-driven decision-making. Audit Management : Coordinate and lead the annual audit process , ensuring a smooth and successful completion. Cash Flow & Investments : Manage cash flow, banking relationships, and investment strategies to optimize financial resources. Month-End & Year-End Close : Ensure accurate and timely month-end and year-end close processes . Risk Management : Identify and proactively mitigate financial risks to safeguard the company's assets. Cross-Departmental Collaboration : Collaborate effectively with other departments to support overall business objectives and achieve synergistic results. Required Skills & Qualifications Inter CA certification is mandatory . Proven experience in a senior finance role, preferably within the Cafe/Restaurant industry . Strong expertise in preparing financial statements, budgets, and forecasts. In-depth knowledge of accounting standards and financial regulations. Demonstrated ability to manage and lead an accounting team. Proficiency in financial analysis and strategic financial planning. Experience in coordinating and leading audit processes. Excellent cash flow management and investment strategy skills. Strong understanding of financial risk identification and mitigation. Exceptional communication and interpersonal skills for collaboration across departments and with senior management. Qualifications Inter CA certification is mandatory. Bachelor's or Master's degree in Finance, Accounting, or a related field is highly preferred. Proven experience in a senior finance leadership role, ideally with exposure to the hospitality or F&B sector.

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of peers and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 2-3 years experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. What is in it for you Opportunity to be a part of worlds leading insurance broker and risk management company with client in over 130 countries with over 80,000 people , Corporate Social Responsibility, and Sustainability A competitive salary, employee friendly policies, health care and insurance for you and dependents A respectful work environment that values healthy work-life balance Future career opportunities across a global organization to perform and grow Chance to be a part of a dynamic work culture that rewards innovation and collaboration Curated training programs with enhancing skills and building knowledge opportunity We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of Analysts and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1-2 years experience overall Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines About Mercer At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers. Were in the business of creating more secure and rewarding futures for our clients and their employees For more than 80 years, weve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, weve been united in our mission of enabling people around the globe to live, work, and retire well. Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became Indias fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans Term loans and working capital solutions for enterprises. Yubi Invest Bond issuance and investments for institutional and retail participants. Yubi Pool End-to-end securitisations and portfolio buyouts. Yubi Flow A supply chain platform that offers trade financing solutions. Yubi Co.Lend For banks and NBFCs for co-lending partnerships. Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. Inviting applications for the role of Trade operations - Stock Broker Roles and Responsibilities - Manage End to End trade execution Via BSE & NSE Exchange - Reconciliation of the trade settlements - Inventory Management - Execute buy and sell orders for debt securities and other financial instruments on behalf of clients/Distributors . - Build and maintain relationships with clients, addressing their inquiries and concerns and providing exceptional customer service. - Monitor market trends, economic indicators, and news events to identify investment opportunities and risks. - Collaborate with research analysts and other team members to develop investment strategies and portfolio recommendations. - Stay updated on industry developments, regulatory changes, and best practices in the brokerage industry. - Identify and address operational challenges, process gaps, and glitches in Daily BAUs. - Continuously enhance operational procedures within the system to align with the organization's scale and scope. - Align with internal compliance and risk & regulatory policies to achieve business process excellence. Qualifications : - Bachelor's degree in finance, economics, business administration, or related field. - 3 to 7 years of experience as a licensed stock broker or investment advisor. - Strong understanding of financial markets, investment products, and trading platforms. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. - Proven track record of achieving sales targets and delivering exceptional client service. - Ability to work independently and collaboratively in a fast-paced, dynamic environment. - Chartered wealth Manager , Fixed income Certifications or NISM certifications if any - Strong Numerical skills required to structure pricing for Fixed Income products. - Excellent interpersonal skills and enjoys working in a highly iterative, agile, and open team environment.,

As a Client Relationship Executive at Jainam Broking Limited, located in Bhavnagar, your primary responsibility will be to build and maintain long-term relationships with clients. You will focus on ensuring high levels of client satisfaction and retention by understanding their financial needs, risk tolerance, and investment goals. By recommending suitable stock market products and services, you will play a crucial role in providing financial advisory to clients. In addition to client relationship management, you will also be responsible for addressing client queries and resolving issues through various communication channels such as phone, email, or chat. You will assist clients in opening Demat and trading accounts, ensuring a smooth onboarding process for them. Being updated on stock market trends and investment opportunities is essential in this role. You will provide regular market updates and share portfolio performance reports with clients. Identifying and recommending additional products and services to enhance client portfolios through cross-selling will also be part of your responsibilities. Collaboration with the research and advisory team is necessary to provide personalized investment solutions to clients. Meeting monthly and quarterly sales targets by converting leads into active clients is a key performance indicator for this role. Adherence to regulatory guidelines and maintaining accurate records of client interactions is crucial. Therefore, you must possess a Bachelor's degree in Finance, Commerce, or a related field. A minimum of 1 year of experience in financial services, stock markets, or relationship management is preferred. Technical knowledge of stock market products, trading platforms, and investment strategies is required. Strong communication and interpersonal skills are essential for effective client engagement. Proficiency in CRM tools and virtual communication platforms will be beneficial in performing your duties effectively.,

The role of Equity Dealer at JADEPURPLE INVESTRIGHT PVT LTD in Guwahati is a full-time on-site position where you will be responsible for executing trades on behalf of clients, managing client portfolios, and providing market insights and investment advice. Your duties will also include monitoring market trends, responding to client inquiries, and ensuring compliance with regulatory requirements. To excel in this role, you should possess knowledge of stock markets, trading platforms, and financial instruments. You must also demonstrate skills in portfolio management and investment strategies, along with strong analytical and research abilities. Excellent communication and interpersonal skills are essential, as well as attention to detail and the ability to work effectively under pressure. Moreover, a thorough understanding of regulatory compliance and ethical decision-making is crucial. A Bachelor's degree in Finance, Economics, Business, or a related field is required for this position, along with relevant certifications such as NISM or equivalent.,

As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role will involve leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. You will develop and implement the overall equity investment strategy, identify market trends, new investment opportunities, and risk management strategies. It will be crucial for you to ensure alignment with the organization's financial goals and objectives. In terms of portfolio and investment management, you will oversee equity trading and portfolio management for clients and the firm. Your responsibilities will include developing customized investment solutions based on market research and analysis, as well as ensuring optimal asset allocation and risk-adjusted returns. You will lead a team of analysts to conduct fundamental and technical research, keeping up to date with market trends, economic reports, and financial news. Your role will also involve providing investment recommendations based on in-depth market analysis. In terms of client and stakeholder management, you will work closely with HNIs, institutional clients, and key stakeholders to manage investments. Providing advisory services, performance updates, and investment insights will be key to ensuring high levels of client satisfaction and relationship management. Ensuring compliance with SEBI and other regulatory authorities will be essential. You will need to stay updated on market regulations, exchange rules, and company policies, as well as implement risk management and governance best practices. Building and mentoring a high-performing equity research and trading team will be part of your responsibilities. Conducting training sessions to enhance team knowledge and market expertise, as well as encouraging innovation and a data-driven investment approach, will be crucial for team leadership and development. Key Requirements: - Education: MBA (Finance) / CFA / CA or equivalent qualification. - Experience: 8-15 years of experience in equity markets, broking, or investment management. - Skills: - Strong knowledge of equity markets, investment strategies, and financial modelling. - Expertise in portfolio management, risk analysis, and asset allocation. - Strong leadership, decision-making, and client relationship skills. - Proficiency in Bloomberg, Reuters, and other market research tools.,

You will be a Salesperson for CORACLE Capital Consulting & Corporate Services Pvt. Ltd., a leading player in the NBFC sector. Your role will be based in Samastipur and will involve identifying and acquiring new clients, understanding their financial requirements, and offering suitable financial solutions. Your daily responsibilities will include contacting potential clients, delivering sales presentations, negotiating contracts, and maintaining relationships with existing clients to ensure their satisfaction and foster repeat business. You will actively participate in developing and executing sales strategies to meet targets and drive business growth. To excel in this role, you should possess strong sales and negotiation abilities, excellent customer relationship management skills, and the proficiency to identify client needs and offer customized financial solutions. Prior experience in financial services, investment strategies, and lending options is preferred. Effective communication, interpersonal skills, and the ability to work autonomously to achieve sales targets are key requirements. A Bachelor's degree in Finance, Business, Marketing, or a related field is essential, while experience in the NBFC sector would be advantageous. Are you ready to be a part of a dynamic team that is dedicated to reshaping the financial landscape and empowering individuals and businesses to achieve their financial goals Join us at CORACLE, where we are more than just an NBFC - we are your trusted partner in navigating the intricacies of finance and unlocking growth opportunities.,

Job Description In this role, you will: Participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management; identify opportunities for process improvement within scope of responsibilities Review, analyze, and evaluate borrower financial data for basic high-net-worth client loans that require research, evaluation, and selection of alternatives to determine credit worthiness; exercise independent judgement to monitor existing portfolio and identify medium risk issues Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements Develop basic understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed Collaborate and consult with Wealth Underwriting peers, colleagues, and managers to resolve issues and achieve goals Adhere to credit risk management decisions to ensure satisfactory credit portfolio risk examinations Required Qualifications: 5-7 years of custom/commercial underwriting experience (including underwriting high net-worth individuals)

The Finance and Compliance Officer at Nayanta University, reporting to the Chief Operating Officer, will play a crucial role in establishing and leading the financial strategy to ensure financial sustainability, compliance, and operational efficiency in support of Nayanta University's mission. As the Finance and Compliance Officer, you will be responsible for overseeing various key areas including financial leadership and strategy, compliance and governance, operations and systems, donor and grant management, as well as team leadership. In terms of financial leadership and strategy, you will lead the development and execution of long-term financial strategies aligned with Nayanta's mission and growth plans. Additionally, you will oversee financial planning, budgeting, forecasting, and cash flow management for the University and Nayanta Education Foundation. Developing investment and fund utilization strategies to optimize resources and effectively manage institutional risk will also be a key focus area. In terms of compliance and governance, you will ensure full compliance with all statutory, regulatory, and donor requirements, including Income Tax, FCRA, CSR regulations, GST, and university-specific compliance. You will be responsible for liaising with the Board of Trustees and statutory bodies to ensure transparency and accountability in financial governance. Leading internal, statutory, and donor audits and implementing audit recommendations will also fall under your purview. Regarding operations and systems, you will establish robust financial systems, controls, and processes to support transparent reporting and effective resource utilization. Implementing financial management systems to support program delivery and operational efficiency will also be part of your responsibilities. You will also play a critical role in donor and grant management by supporting donor engagement and fundraising efforts, providing financial insights for proposals and ensuring accurate grant utilization reporting, as well as managing tracking and reporting for grants, donations, endowments, and CSR partnerships. Furthermore, as a team leader, you will build, lead, and mentor a high-performing finance and compliance team, fostering a culture of accountability, transparency, and continuous improvement. Providing financial analysis and insights to senior leadership and department heads to support informed decision-making will also be an essential aspect of your role. The ideal candidate for this position should hold a postgraduate degree in Finance, Accounting, Commerce, or a related field (e.g., CA, MBA Finance, M.Com) and possess 15-20 years of progressive leadership experience in financial management, with in-depth knowledge of Indian regulatory frameworks (FCRA, CSR, Income Tax, GST), and sectoral nuances. Experience in higher education or the non-profit sector is preferred, and experience in institutional start-up environments will be an added advantage. Strong analytical, interpersonal, and communication skills with the ability to influence at the leadership and board levels are required. Demonstrated ethical integrity, attention to detail, and adaptability in a fast-paced, mission-driven environment are also essential. The compensation for this position will be competitive and aligned with industry and sectoral benchmarks, based on the candidate's experience and qualifications. If you are passionate about financial stewardship in a purpose-driven educational institution, possess strategic leadership skills, and thrive in a collaborative and high-impact environment, we encourage you to apply for this position before the application deadline on July 15, 2025. Please note that only shortlisted candidates will be contacted.,

1. Oversee daily cash flow, liquidity, and working capital management to facilitate informed and strategic investment decisions. 2. Manage investments in both marketable and non-marketable securities in strict accordance with the organizations Treasury policy. 3. Prepare and present monthly and quarterly functional reviews, including Management Information System (MIS) reports, covering investments, working capital, and other banking operations. 4. Monitor various financial limits, ensure compliance with internal controls as defined by Treasury policies, and maintain adherence to all relevant regulatory requirements. 5. Conduct comprehensive research and analysis of debt and financial markets to support treasury and investment strategies.

1. Oversee daily cash flow, liquidity, and working capital management to facilitate informed and strategic investment decisions. 2. Manage investments in both marketable and non-marketable securities in strict accordance with the organizations Treasury policy. 3. Prepare and present monthly and quarterly functional reviews, including Management Information System (MIS) reports, covering investments, working capital, and other banking operations. 4. Monitor various financial limits, ensure compliance with internal controls as defined by Treasury policies, and maintain adherence to all relevant regulatory requirements. 5. Conduct comprehensive research and analysis of debt and financial markets to support treasury and investment strategies.

As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will be responsible for leading quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Demonstrating subject matter expertise in leading the manager research vertical, you will play a crucial role in the investment decision-making and manager-selection processes. Your tasks will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Upon receiving data from the investment manager, you will be in charge of formatting and inputting it into a company research template, ensuring accuracy and integrity. Managing a team of specialists, you will oversee the production of manager research reports and ensure efficient delivery adhering to accuracy and timeliness. Additionally, you will monitor portfolio performance, analyze market trends, and develop reports for internal, external client presentations, and senior management. The preferred candidate for this role should have at least 6 years of experience in global markets with exposure in multi-asset/alternative asset classes. Experience in the fund manager selection process for alternative asset classes, asset management, or investment/fund due diligence is essential. Holding a CFA Charter or progressing towards CFA at advanced levels is preferred. A degree from a reputed college in finance or MBA, along with a working knowledge of all asset classes focusing on alternatives, is required. Intellectual curiosity, analytical expertise, and proficiency in Microsoft Excel and Office products are also key qualifications. If you meet the above requirements and are interested in this position, please share your CV at aishwarya@beanhr.com.,

As a skilled Equity Research Analyst with expertise in fundamental and technical analysis, you will be joining our growing team in Noida. Your strong finance background, MBA qualification, and at least CFA Level 1 certification will be valuable assets in this role. Your primary responsibilities will include analyzing market trends, evaluating stocks, and providing actionable insights to support investment strategies. An immediate joiner is preferred for this position. You will conduct fundamental analysis of companies by evaluating financial statements, ratios, and company performance. Additionally, you will perform technical analysis on stocks using charts, indicators, and market trends to predict price movements. Analyzing industry trends, macroeconomic factors, and their impact on specific stocks and sectors will also be a key part of your role. You will be responsible for preparing comprehensive equity research reports with recommendations for buy/sell/hold decisions and creating financial models, forecasts, and valuations using various techniques. Moreover, you will track and monitor market news, corporate announcements, and other relevant data affecting stock prices. Collaboration with portfolio managers and traders to execute investment ideas is essential. Staying updated on global financial markets, currency movements, and economic trends will be crucial. Regular presentations to management and clients on key research findings will also be part of your responsibilities. To qualify for this role, you must have a minimum of 3 years of experience in fundamental and technical analysis within the equity/stock market. An MBA in Finance is required, while CFA Level 1 or above is highly preferred. Proficiency in financial analysis software and charting tools, strong communication skills, and the ability to manage multiple tasks in a fast-paced environment are essential. Attention to detail, accuracy in analysis and reporting, and immediate availability are also key qualifications we are looking for. Joining our fast-growing finance team in Noida will provide you with exposure to both fundamental and technical analysis. You will have the opportunity to work on challenging projects in the financial market, receive a competitive salary, benefits, and performance bonus, and access excellent growth and learning opportunities in the equity research and finance domain. This is a full-time, permanent position with benefits such as cell phone reimbursement and provident fund. The work schedule is a day shift from Monday to Friday. A total of 3 years of work experience is preferred for this role, and the work location is in person.,

You will play a key role in contributing to achieving the financial targets and business composition goals of the organization. Your primary focus will be on achieving a return on investment (ROI) that exceeds the benchmark index for the portfolio, while also managing acceptable risk levels effectively. As part of your responsibilities, you will be guiding Wealth Managers on the latest products to enhance their sales pitches, thus helping them to better serve clients and drive business growth. Additionally, you will actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies. Your role will also involve proposing new product concepts to the Investment Committee, thereby contributing to the continuous improvement and innovation within the organization. You are expected to stay current with market developments, including automation, process optimization, and compliance with regulatory changes, and provide ideas to enhance the investment platform accordingly. Ensuring client satisfaction is a crucial aspect of your job. You will be responsible for maintaining a portfolio that is aligned with each client's risk tolerance, financial goals, and investment preferences. Building strong, long-term client relationships will be a key focus, with an emphasis on high retention through consistent performance and transparent communication. Furthermore, you will provide clients with clear and understandable updates on portfolio performance and market conditions, keeping them informed and engaged. Tailoring investment strategies to meet each client's unique financial goals, such as retirement, education, or wealth preservation, will be essential in delivering personalized financial solutions.,