247 Investment Strategies Jobs - Page 2

Management Level Senior Manager & Summary . Working on sustainability in deals at PwC, you will focus on providing consulting services related to integrating sustainability principles into mergers and acquisitions and private equity transactions (debt and equity) and corporate strategies. You will analyse environmental and social risk, assess client needs based on global frameworks, conduct impact assessments and develop comprehensive sustainability strategies for value creation, and offer guidance and support to help clients transition to sustainable and purposeled business models. You will leverage leverage experience in impact strategy and analysis, pre and post deal sustainability assessment, value creation through sustainable finance, and responsible investment strategies. Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary A career in Environmental, Social and Governance will provide you with the opportunity to generate distinctive advantage for our clients by addressing their nonfinancial performance, ensuring it is a source of viable, societally beneficial outcomes of benefit to all. Our team provides support across our clients Environmental, Social and Governance journeys by identifying specific areas of potential strategic advantage, how to achieve change compatible with evolving Environmental, Social and Governance targets and what transparency is required to earn stakeholder trust. Responsibilities Experience on sustainability frameworks like the GRI, SASB, etc. Practical knowledge/ background on ESG ratings methodology and requirements for DJSI, S&P, MSCI, etc. Has working experience in setting up ESG policies/ setting targets/ implementation of projects for the clients. Undertaken ESG due diligences for targets based on frameworks like the IFC, ADB, etc. Aware of processes required for becoming a signatory to the PRI. Desired Skills 1) Proactive and robust thought process 2) Meticulous and committed attitude with an eye for detail 3) Good interpersonal and communication skills 4) Work to create an impact 5) Good digital awareness 6) Enthusiasm and commitment towards work Mandatory skill sets Climate Sustainability Preferred skill sets Climate Sustainability Years of experience required 1012years Education qualification Post Graduation Education Degrees/Field of Study required Postgraduate (Certificate) Degrees/Field of Study preferred Required Skills Sustainability, Sustainability Management Environmental Sustainability No

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.

* Qualified CA with 15 plus years of Experience * 5 Plus years as a CF0 Preferred from Metal industry such as iron ore, coal, or silica. Expertise in compliance, legal, strategic finance, company valuation, investor relations, and equity management. Required Candidate profile Experience in managing investor relationships and equity dilution strategies Capability to work closely with promoters and external stakeholders for funding and valuation enhancement

Define and execute financial strategy aligned with long-term goals. Lead capital structuring, fundraising, investor relations. Oversee compliance, audits. Partner with CEO/board, drive team, control costs, manage risk. Required Candidate profile CA required. 15+ yrs in finance, 5+ as CFO (max 2 roles in 5 yrs). Prefer mining/metal exp. Strong in compliance, valuation, IR, budgeting, risk, and scaling ops beyond 1000 Cr. Strategic leader.

Personal Attributes Strong financial acumen with a deep understanding of real estate business dynamicssales, execution, cash flow, and capital structuring Proven experience in investor relations, financial planning, and strategic communications High integrity and discretion in handling sensitive financial and operational data Structured, analytical, and highly detail-oriented with a proactive approach to problem-solving Skilled in presenting complex information through compelling narratives and visuals Comfortable working in high-pressure environments with tight deadlines Strong cross-functional coordination and stakeholder management skills Key Responsibilities Annual Business Planning & Financial Strategy Lead the formulation of the company’s Annual Business Plan (ABP), in close coordination with business heads, project teams, and finance Prepare consolidated revenue, cost, cash flow, and capital expenditure projections across projects and business verticals Align business plans with strategic goals, land pipeline, regulatory approvals, and sales forecasts Drive quarterly reforecasting and variance analysis vs. ABP, highlighting deviations, risks, and required interventions Present business plan updates and performance tracking reports to the Board and top management Investor Communication & Stakeholder Management Serve as the company’s primary liaison for investors, analysts, rating agencies, and lenders Share timely updates on project sales, collections, execution progress Respond to investor queries and ensure consistent, transparent communication Reporting & Presentations Develop investor decks, project factsheets, management commentary, and quarterly business updates Translate financial and operational performance into clear narratives aligned with investor expectations Market Intelligence & Benchmarking Track macroeconomic indicators, regulatory trends, peer performance, and market movements Conduct benchmarking studies on pricing, absorption, and profitability to inform internal planning and external positioning Financial Analysis & Support Provide in-depth financial models for business evaluation, IRR analysis, project viability, and funding scenarios Monitor working capital and capital allocation metrics at a group and project level Leadership Briefings & Support Support senior leadership with performance dashboards, investor Q&A prep, and key messaging Draft talking points and strategic insights for Board presentations and public disclosures Investor Events & Engagement Organize and manage investor meetings, earnings calls, project site visits etc Gather investor feedback and integrate it into ongoing messaging and perception management

Minimum of 10–12 years of experience in accounting, finance, or a related field, with at least 5 years of experience in a senior financial management role, with a proven track record as a CFO or in a similar leadership position.

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.,

We seek a qualified and passionate individual to lead our Investment Advisory Division. The candidate must comply with SEBI s Principal Officer requirements for Investment Advisors (IA), possess strong equity research and portfolio management expertise, and have prior experience in establishing or managing an IA vertical. The role is based in Pune. KNOW MORE APPLY NOW Position: Senior Manager- Investment Advisory Division Company: DSIJ Pvt Ltd. DSIJ Pvt. Ltd. is India s leading equity research house and publishes the No 1 investment magazine, Dalal Street Investment Journal . With over four decades of expertise in equity markets, DSIJ offers in-depth research reports, stock recommendations, and investment strategies tailored for both retail & HNI investors. Joining DSIJ means becoming part of a reputed brand known for its strong analytical insights and commitment to empowering investors across India. Role Summary: We seek a qualified and passionate individual to lead our Investment Advisory Division. The candidate must comply with SEBI s Principal Officer requirements for Investment Advisors (IA), possess strong equity research and portfolio management expertise, and have prior experience in establishing or managing an IA vertical. The role is based in Pune. Location: Pune-based role; candidate must reside or be willing to relocate immediately. Key Responsibilities: Drive the investment advisory business division, providing strategic direction and operational oversight. Analyse client requirements thoroughly to determine and recommend appropriate investment strategies. Oversee equity research and portfolio management functions, ensuring alignment with client goals and market trends. Serve as Principal Officer of investment advisory business division as per SEBI regulations. Hire, train, and evaluate team members involved in investment activities, address performance issues effectively. Collaborate cross-functionally (research, compliance, technology, analytics) to enhance investment advisory offerings. Availability and enthusiasm to actively participate in webinars, seminars, client interactions, and industry forums as needed. Requirements: Postgraduate degree (MBA/CA/CFA) with specialization in Finance or Investments strongly preferred. SEBI IA certification (NISM-Series-X-A and X-B: Investment Adviser Certification) mandatory. Minimum 7-10 years of relevant experience in equity research, portfolio management, and investment advisory services. Strong analytical, financial modelling, equity research, and portfolio management skills. Passionate about equity research with an intense commitment towards excellence. Compensation: Competitive remuneration package commensurate with experience and qualifications.

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.,

Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes, then this role is for you! Build strong relationships with clients by understanding their goals and offering personalized financial solutions. Guide individuals in making informed financial decisions for long-term financial well-being. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyze financial data, track progress, and optimize financial plans for better results. Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: - Bachelors degree in finance, economics, or a related field (MBA-Finance preferred). - A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same. - Minimum of 5+ years of experience in financial advisory or related fields. - Strong knowledge of financial planning, investment strategies, and wealth management. - Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. - Analytical mindset with the ability to assess financial data and provide strategic recommendations. - Self-driven, goal-oriented, and passionate about helping others achieve financial success.,

As an Investment & Real Estate Research Analyst at our company, you will be responsible for conducting detailed research in both stock markets (equities, F&O) and the real estate sector. Your key role will involve providing valuable insights to support investment strategies in these domains. In the realm of stock market research, you will be expected to perform technical and fundamental analysis of equity and F&O markets. Your tasks will include monitoring market trends, economic indicators, and global events that influence financial markets. Additionally, you will need to generate trade recommendations and investment reports based on technical patterns and data analysis, while staying abreast of sectoral movements, earnings reports, and policy changes. In the real estate sector, your responsibilities will revolve around analyzing residential, commercial, and industrial real estate markets. This will involve studying pricing trends, demand-supply data, new developments, and regulatory updates. You will also be required to conduct location-specific research to identify investment opportunities and prepare detailed property investment reports and market feasibility studies. To excel in this role, you should possess a Bachelors or Masters degree in Finance, Economics, Real Estate, or a related field. Previous experience in stock market research and/or real estate analysis is essential. Proficiency in tools such as Excel, PowerPoint, TradingView, and real estate data platforms is a must. Strong analytical skills, attention to detail, and the ability to synthesize large data sets are key attributes for success in this position. Excellent written and verbal communication skills are also crucial. Preferred qualifications include NISM or NSE certifications in Equity/Derivatives for market research, knowledge of RERA regulations, REITs, and property valuation methods, as well as experience with real estate investment modeling. In return, we offer you exposure to both the financial and real estate investment industries, the opportunity to collaborate with a rapidly expanding advisory team, and ample learning and growth prospects in multi-asset research. This is a full-time, permanent position that requires in-person work at our location. Application Deadline: 18/07/2025 Expected Start Date: 21/07/2025,

You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ensure accurate and timely completion of reports is crucial. Additionally, you should continuously maintain reporting templates, suggest ways to check for data issues and resolve them, manage project timelines, support functional testing, and deployment. Experience in MS Excel, MS Power Query / BI, automation software like Alteryx, SQL, Simcorp Coric, object-oriented programming, TFS, .NET, C#, and understanding of performance principles and calculations is required. Your role will involve creating and maintaining SOPs, risk logs, BCP, suggesting and implementing tools to automate and optimize reporting workflows, and resolving automation issues. You should have excellent communication and interpersonal skills, be highly motivated, independent, have a strong interest in solving complex problems, and be able to manage projects and deadlines effectively. Maintaining strong working relationships with external/internal clients and responding to queries in a timely manner is essential.,

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

Urgent Requirement - Project Coordinator - Strategy (LID) Experience - 10 to 15 years Location - Sion (Mumbai) Qualification BE (Civil) + MBA (Finance) / B. Arch + MBA (Finance) Industry - Construction / Real Estate. Company Profile www.lidinfra.com Job Description 1. Understanding of the Project Life Cycle based on relevant feasibility, approvals & required due diligence at every key Milestone right through Initiation, Sustenance & Exit. Initiation ------ Sustenance ----- Exit 2. Coordinate with the internal as well as External Stakeholder to ensure that the Project are executed as per desired goals in line with Company Objective. 3. Overseeing investor due diligence processes & securing the necessary financing to successfully fund Projects. 4. Expert in Business Model Design. 5. Projects Monitoring & Project Control. Job Specification 1. Candidates with BE (Civil) / B. Arch + MBA (Finance) having minimum of 10 years of Relevant experience from Construction / Real Estate industry. Thanks & Regards, Anand Wakode Sr. Manager – Talent Acquisition Land infrastructure Development (LID) 9967085379