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6.0 - 11.0 years
8 - 18 Lacs
Bengaluru
Hybrid
Immediate Openings for Investment Accounting Partnership Process Bangalore- Contract Experience: 6 + Years Skill: Investment Accounting Partnership Process Location: Pan India Notice Period: Immediate Employment: Contract Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financia...
Posted 2 months ago
2.0 - 6.0 years
7 - 13 Lacs
Hyderabad
Hybrid
We are seeking a detail-oriented and experienced AIF Cat II Fund Accountant to join our dynamic team. The ideal candidate will be responsible for managing the accounting and financial reporting for Alternative Investment Funds (AIF) categorized under Category II. This role requires a strong understanding of fund accounting principles, regulatory requirements, and the ability to work collaboratively with various stakeholders. Key Responsibilities: Prepare and maintain accurate financial records for AIF Cat II funds, including general ledger entries, reconciliations, and financial statements. Ensure compliance with regulatory requirements and internal policies related to fund accounting. Assis...
Posted 2 months ago
7.0 - 11.0 years
22 - 30 Lacs
Pune
Hybrid
About the Department CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled accounting professionals intended to function as an extension of the clients team and further supported by additional value-added functions. The department serves various clients across Public and Private Equity, Investment Banks and other Corporates, Wealth Management Firms and Portfolio companies Responsibilities Assumed: Project Management: Det...
Posted 2 months ago
1.0 - 4.0 years
1 - 4 Lacs
Pune, Maharashtra, India
On-site
Asset Transfer and Brokerage Support team is part of Wealth Management US Operations, which takes care of asset movement and alternative investments for Private Bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut-off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and sec...
Posted 2 months ago
3.0 - 5.0 years
3 - 5 Lacs
Bengaluru, Karnataka, India
On-site
Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily moni...
Posted 2 months ago
10.0 - 20.0 years
50 - 60 Lacs
Mumbai
Work from Office
About Us : Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 2 schemes under Cat I - SSF with a current gross AUM of approximately 862 crores. The AMC has applied for 2 new schemes under Cat I with SEBI having target corpus of INR 2000 crores. Key Responsibilities: Responsible for day-to-day management of the company. Overseeing all business and operation activities of the company to ensure the desired result consistent with overall strategies of the Board. Mobilise resources as per business plan of the company. Make high quality in...
Posted 2 months ago
1.0 - 6.0 years
3 - 8 Lacs
Mumbai
Work from Office
For our business, for clients, and for you We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/rev...
Posted 3 months ago
1.0 - 5.0 years
2 - 7 Lacs
Gurugram
Work from Office
Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries. Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and...
Posted 3 months ago
3.0 - 8.0 years
5 - 8 Lacs
Mumbai
Work from Office
Job description This is Regarding Opening with a Leading Fund Management Company as a Compliance Manager !!! Experience: 3+ years Location - Mumbai - 5 Days (WHO) Responsibilities: Will be co-ordinating with the clients of the Company for SEBI AIF/ PMS compliances. To resolve the regulatory queries of the clients To co-ordinate during Inspection/ Audit Shall assist in various group level restructuring projects as may be initiated by Company from time to time. Ensure regulatory compliances for the Company for the current as well as future regulatory projects Qualified Company Secretary with degree in LLB/ Any professional qualification preferred Experience in activities in the securities mark...
Posted 3 months ago
11.0 - 20.0 years
30 - 45 Lacs
Ahmedabad, Mumbai (All Areas)
Work from Office
Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.
Posted 3 months ago
3.0 - 5.0 years
7 - 11 Lacs
Jaipur
Work from Office
: Job Title: Asset Transfer, NCT Location: Jaipur, India Corporate TitleNCT Role Description Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insura...
Posted 3 months ago
1.0 - 4.0 years
15 - 25 Lacs
Gurugram
Work from Office
This role will be a part of our growing Platform Solutions Group, the primary responsibility would involve working in the Products Team, building Oxanes proprietary, tech-enabled platforms. The incumbent will be expected to take the lead on Product Workstreams, working directly with various stakeholders (Internal Teams, Leadership, Client Teams, Engineering Teams, etc). This role is at the intersection of finance & technology (FinTech) and provides a steep learning curve in the evolving landscape of Private Markets. This role presents an excellent opportunity for the right individual to play a key role in product development and establish themselves as the subject matter expert within a worl...
Posted 3 months ago
6.0 - 10.0 years
30 - 35 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Hybrid
Create documentation and user stories. Work with engineering teams to review upcoming and backlog Jira tickets. Provide guidance on design decisions in areas including Credit and tech including Snowflake and Streamlit Develop reporting in powerBI Required Candidate profile 5+ years of experience as a Business analyst especially in Alternative assets, Credit, CLO, Real Estate etc. Experience creating complex dashboards in powerBI Exposure to Snowflake and Streamlit
Posted 3 months ago
1.0 - 2.0 years
5 - 12 Lacs
Chandigarh
Work from Office
Advising HNIs client in their Wealth Management and Financial Planning Required Candidate profile A candidate should have basic understanding about the Mutual Funds, Direct Equity, PMS, Private Equity. Freshers can apply too Perks and benefits HEALTH INSURANCE, TRAVELLING,YEARLY BONUS
Posted 3 months ago
9.0 - 14.0 years
9 - 16 Lacs
Chennai
Work from Office
Role & responsibilities Build and maintain strong, ongoing relationships with a diverse range of AIF clients, ensuring their needs are met promptly and effectively. Manage, mentor, and develop a team of executives and senior executives, ensuring the efficient and accurate completion of all assigned tasks. Oversee the end-to-end operations for AIF clients, ensuring all processes run smoothly and efficiently. Ensure that all activities and operations comply with applicable regulatory requirements and align with client business rules and expectations. Track and monitor performance metrics, ensuring all tasks and operations are executed efficiently. Identify areas for improvement and implement n...
Posted 3 months ago
8.0 - 13.0 years
8 - 13 Lacs
Chennai, Tamil Nadu, India
On-site
Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services ...
Posted 3 months ago
1.0 - 3.0 years
2 - 3 Lacs
Pune
Work from Office
Customer Relationship Executive About us: Myalternates is Indias leading platform for Alternative Investments, trusted by over 600 Investors across the globe. Myalternates provides unbiased guidance and end-to-end investment support in Alternative Investments with industry experts and cutting-edge technology. Myalternates is powered by PMS Bazaar - ’ .1 , which enables access to over 300+ PMSs and 50+ AIFs from 150+ Portfolio Managers. With Myalternates, investors can access a wider range of alternative investment products, invest hassle-free, and monitor all their alternative investments from anywhere in a single dashboard. Roles & Responsibilities: Contribute to sales performance and sales...
Posted 3 months ago
4.0 - 9.0 years
15 - 22 Lacs
Ahmedabad, Gurugram
Work from Office
About the team and role: Regional Fund-raising Team As part of the AMC sales team, you will maximise institutional, DFI and family office coverage. Onboarding / corporate treasuries, family offices, Distributors through right selling Maintaining effective & efficient communication on markets and fund updates to all investors and partners Reporting on-ground market intelligence / competitor launches / market share tracking to head office Reports to Regional Head Required Skills MBA / Postgraduate with 3-4 years of institutional sales in a mutual fund / AIF / a combination of both Strong existing connections with HNIs/UHNIs/ CFOs, Head corporate treasuries & family offices Sound knowledge of f...
Posted 3 months ago
4.0 - 9.0 years
15 - 22 Lacs
Gurugram, Bengaluru
Work from Office
About the Role Institutional Sales (Fundraising for Debt AIFs) We are seeking driven and dynamic professionals to join the Institutional Sales team for the North region at Vivriti Asset Management. In this role, you will collaborate with high-intent investors, expanding institutional, corporate, and family office coverage in the region. Key Responsibilities: Build and maintain a deep understanding of VAM’s products and services. Develop and present fund strategies and investment thesis to investors Build strong relationships with corporate treasuries and family offices by presenting tailored fund opportunities that align with their investment objectives Communicate market insights and fund u...
Posted 3 months ago
12.0 - 22.0 years
0 Lacs
Pune, Mumbai (All Areas)
Work from Office
Relationship Manager -Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity,...
Posted 3 months ago
12.0 - 22.0 years
0 Lacs
Bengaluru, Delhi / NCR
Work from Office
Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.
Posted 3 months ago
6.0 - 10.0 years
30 - 35 Lacs
Hyderabad, Pune, Delhi / NCR
Hybrid
Create documentation and user stories. Work with engineering teams to review upcoming and backlog Jira tickets. Provide guidance on design decisions in areas including Credit and tech including Snowflake and Streamlit Develop reporting in powerBI Required Candidate profile 5+ years of experience as a Business analyst especially in Alternative assets, Credit, CLO, Real Estate etc. Experience creating complex dashboards in powerBI Exposure to Snowflake and Streamlit
Posted 3 months ago
11.0 - 21.0 years
25 - 40 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relatio...
Posted 3 months ago
3.0 - 8.0 years
3 - 5 Lacs
Pune
Work from Office
Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing ...
Posted 3 months ago
3.0 - 8.0 years
3 - 5 Lacs
Kolkata
Work from Office
Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing ...
Posted 3 months ago
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