22 Asset Classes Jobs

Are you searching for an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique chance allows you to collaborate with the Business team to provide a comprehensive view. As a Risk & Compliance, Quantitative Research Associate within our team, your primary objective will involve developing and maintaining advanced mathematical models, cutting-edge methodologies, and infrastructure necessary for valuing and hedging financial transactions. You will engage with trading desks, product managers, and technology teams to craft analytical tools and quantitative trading models. Furthermore, you will work alongside various control functions to ensure regulatory compliance. The mission of our team is to create and uphold sophisticated mathematical models, innovative methodologies, and infrastructure essential for the valuation and hedging of financial transactions. You may collaborate with trading desks, product managers, and technology teams to design analytical tools and quantitative trading models. Your involvement with different control functions will ensure that the business adheres to established regulatory requirements. Responsibilities: - Develop and maintain sophisticated mathematical models for valuing and hedging financial transactions, ranging from basic flow products to intricate derivative deals - Enhance the performance of algorithmic trading strategies and advocate for advanced electronic solutions for global clients - Work with risk functions to create models for market and credit risks faced by the bank across various business lines - Construct innovative methodologies and infrastructure to implement models in production Qualifications, Skills, and Capabilities: - Possess a degree in engineering, financial engineering, computer science, mathematics, statistics, econometrics, or related quantitative fields, with strong quantitative, analytical, and problem-solving abilities - Proficient in calculus, linear algebra, probability, and statistics - Demonstrated expertise in at least one object-oriented programming language such as C++ or Java, along with proficiency in Python - Knowledge of data structures and algorithms - Ability to work independently and collaboratively in a team setting - Strategic and creative thinking when confronted with challenges and opportunities - Excellent communication skills, both verbal and written, to effectively engage and influence partners and stakeholders Preferred Qualifications and Skills: - Familiarity with markets experience and general trading concepts and terminology - Understanding of various financial products and asset classes like Fixed Income, Credit, Commodities, and Equities - Background in computer algorithms, Python, and specialization in low-level systems (operating systems, compilers, GPUs, etc.) - Knowledge of options pricing theory, trading algorithms, financial regulations, stochastic calculus, machine learning, or high-performance computing would be advantageous.,

We are looking for someone who has a good understanding of investment products in the wealth space and various asset classes. You should possess strong analytical skills to work on large data and derive meaningful insights, as well as evaluate various product ideas for presentation. It is essential to have good communication and interpersonal skills, be approachable, and maintain good rapport with all stakeholders. Proficiency in Microsoft Office, especially advanced Excel and presentation skills, is a must. You will need to comply with internal compliances and follow the best practices of the industry and code of conduct. Qualification required for this role includes an MBA in Finance, CA, CS, or relevant work experience in managing investment products. The ideal candidate should have 1-3 years of experience in a similar role. As a Manager in the Product Team (Wealth Distribution) at Equirus Wealth Private Limited, your duties will include assisting with due diligence and onboarding of new products, continuous monitoring and evaluation of existing product recommendations, and supporting the sales team with product-related queries. You will be responsible for analyzing and data mining to generate relevant reports and outputs to assist the sales and management teams in making business decisions. Additionally, you will assist the sales team with portfolio analysis for existing and prospective large clients, conceptualize, launch, and track R&R campaigns for the sales team, prepare product one-pagers, and sales-focused presentations. You will also conduct secondary research and assist in the preparation of research notes and presentations for the sales team. This is a full-time position located in Mumbai, India, with a negotiable salary.,

As a member of the Reconciliation and Cash Oversight team, you will play a crucial role in the daily review of cash and position reconciliation exceptions for your assigned accounts. Your responsibilities will include publishing cash balances within agreed deadlines and escalating any potential delays. It will be your duty to assign reconciliation exceptions to the appropriate party and ensure timely clearance within set timeframes. Collaboration with internal partners such as Portfolio Management, Public & Private Operations, and external parties like Global Custodians will be essential to ensure the prompt and accurate resolution of reconciliation exceptions. Adherence to team management's processes and controls is vital in maintaining operational efficiency and accuracy to minimize risks. Once fully trained, you are expected to demonstrate credibility by showcasing your competency and knowledge in operational activities, driving efficiency, and enhancing accuracy to mitigate process risks. Your primary goals will revolve around executing accurate and timely daily cash and position reconciliations, prioritizing tasks effectively to meet processing deadlines. Timely resolution of cash reconciliation exceptions and appropriate escalation of high-value items to Management are key aspects of your responsibilities. Building strong relationships with business partners and relevant third parties will be essential to ensure smooth workflows and enhance team productivity. To excel in this role, you must possess a good understanding of cash and position reconciliation processing, operational risks, and controls. Experience with Aladdin is desirable, along with analytical abilities to identify root causes of problems. Managing a heavy workload, prioritizing tasks, and meeting deadlines are crucial skills. Your ability to work effectively in a team, take direction from team leaders, and continuously challenge yourself to learn and improve will be vital. Effective written and verbal communication skills, especially when escalating issues to APAC / EMEA and US teams, are essential. Exposure to various asset classes and post-trade activities like equities, bonds, FX, loans, trade processing, settlements, corporate actions/income processing, and their relation to reconciliations will be advantageous. Candidates should hold a graduation/post-graduation degree and possess at least 2 years of experience in financial services, specifically in reconciliations, trade input, and trade operations. Familiarity with Aladdin and custody/administrator portals is required for this role.,

As a Business Analyst specialized in Capital Markets, Compliance, and Trade Surveillance, you will be responsible for leveraging your expertise to enhance the surveillance function and manage sensitive data access in alignment with trading, compliance, and surveillance objectives. Your strong understanding of financial products, derivatives, and risk sensitivity will be crucial in designing and implementing controls and procedures to ensure effective trade surveillance. You should have hands-on experience in derivatives, trade surveillance, and related risk management processes. Familiarity with market abuse, manipulations, and trade surveillance scenarios commonly used across the industry is essential. Prior experience with Trade Surveillance, Voice, and Communication Surveillance applications will be highly preferred. Additionally, you must have the ability to prototype surveillance solutions, assess data quality, and validate detection logic. A strong knowledge of relational databases and proficiency in writing SQL queries will be required to validate use cases and requirements. You should also possess the proven ability to document functional specifications, data mappings, and related artefacts. Exposure to SDLC processes and development methodologies (Agile, Waterfall), including Trade Life Cycle and Scrum ceremonies, is important. Experience in business analysis, requirement mapping across upstream/downstream systems, and working on Front-to-Back changes will be beneficial. Strong experience in determining business scenarios, conducting gap analysis, and preparing Business Requirement Documents (BRD) and Functional Requirement Documents (FRD) using agile scrum frameworks is desired. Global certifications like CFA, FRM, CQF, CPRE, CBAP, or SAFe PO/PM are highly desirable for this role. If you meet the above criteria and are ready to thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity in Gurgaon. Join our team and make a significant impact in the banking, risk, and financial domains.,

As a candidate for this role, you should possess a good knowledge of investment options available in the mutual fund space across various asset classes such as Debt, Equities, and Hybrid. Your responsibility will include increasing market share and AUM share in the assigned markets by identifying, building, and maintaining relationships with existing and new distributors while achieving the given targets. It is essential to have product and process knowledge to enable NDs to meet clients and successfully sell the company's funds. Effective communication and influencing skills are crucial for engaging with various stakeholders and generating business from NDs. This is a full-time, permanent position with benefits such as cell phone reimbursement, health insurance, and Provident Fund. The work schedule is during the day shift and morning shift, with opportunities for performance bonuses and yearly bonuses. The ideal candidate should have at least 2 years of total work experience in a similar role. The work location for this position is in person, requiring your physical presence to fulfill the responsibilities effectively.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself and a better working world for all. The job involves compliance rule coding and testing experience in CRD platform with expertise and prior work experience on one or more asset classes such as fixed income, equity, derivatives, etc. It includes Guideline Interpretation, Rule Coding and Testing, Pre-Trade & Post-Trade, Compliance Monitoring, and Investment Compliance. The ideal candidate should possess strong Database programming experience (SQL, TS/PL-SQL, etc.) with at least one major Relational DBMS (Ex: Oracle, MS SQL, DB2 databases). In addition, a good understanding of Asset classes such as Equities, Derivatives, Fixed Income, and FX products is required. Your client responsibilities include working as a team member in one or more CRD projects, interfacing and communicating with the onsite coordinators, completing assigned tasks on time, and providing regular status reporting to the lead and Manager. You are also expected to interface with customer representatives as and when needed and be ready to travel to customer locations on a need basis. Regarding your people responsibilities, you will be responsible for building a quality culture, managing the performance management for direct reportees (if any), fostering teamwork, leading by example, training and mentoring project resources, and participating in organization-wide people initiatives. Preferred skills for this role include rule coding experience in platforms such as Aladdin, Charles River (CRD) Bloomberg AIM, Sentinel, etc. Rule testing and alerts monitoring experience would be an added advantage. EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support product penetration through product and research assistance. To excel in this role, you should possess knowledge of various asset classes such as Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Familiarity with Wealth Management products like Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Listed Investments is essential. Understanding taxation implications for different investment products and proficiency in research and portfolio software like Morning Star, Invest well, Bloomberg is required. Your success will also be influenced by your strong analytical and interpretative skills, integrity, ability to establish trust, self-driven attitude, teamwork capabilities, networking skills, ability to work under time pressure, and adherence to deadlines. Proficiency in Excel and presentation skills is crucial from a technical perspective. The ideal candidate for this role should hold a graduate degree in any field and a postgraduate degree such as MBA or PGDM in Finance. A minimum of 5 to 10 years of experience in a relevant position is preferred.,

You have a minimum of 5 years of experience in Murex Functional testing, specifically with Murex.3.1. Your expertise includes testing Murex modules across Front Office (FO), Back Office (BO), Finance, Reporting, etc. It is crucial that you possess a good understanding of Murex Global Operations Management (GOM), trade life cycle, and back-office testing procedures. Your knowledge should extend to various Financial Market products and asset classes such as Interest Rate Derivatives (IRD), Fixed Income (FI), Foreign Exchange (FX), Credit Derivatives (CRD), and more. In this role, you will be responsible for test planning, defining test scenarios, and ensuring end-to-end validation. Previous experience in green field implementations or new product rollouts will be beneficial, as well as familiarity with working in a hybrid team structure. A Bachelor's or Master's degree in Computer Science, Information Technology, or a related field is required. Additionally, experience in Automation using MxTest will be considered an added advantage. Apart from technical skills, soft skills are equally important for this position. You must possess excellent written and verbal communication skills, enabling effective collaboration within a team environment. Strong problem-solving and analytical skills are essential for tackling complex challenges that may arise. Your ability to adapt to new technologies and changing requirements is crucial, along with good time management and prioritization skills to ensure efficient task completion.,

You will be joining the Investment Division at Russell Investments in Mumbai as an Associate reporting to the Senior Implementation Manager. The shift for this position is EMEA (1:30 pm - 10:30 pm IST) based in India. Russell Investments, a global investment solutions firm, is known for its 89-year legacy of continuous innovation in providing exceptional value to institutional investors, financial intermediaries, and individual investors worldwide. With offices across the globe, including Mumbai, the firm manages over $900 billion in assets under advisement and $331.9 billion in assets under management as of March 31, 2025. As an Associate, you will support the Personalized Managed Accounts (PMA) business in managing multi-asset portfolios using systematic, tax-aware strategies. Your responsibilities will include daily portfolio management operations, trade instruction, optimization, data validation, and performance reporting. You will collaborate with global teams, assist in managing portfolios aligned to benchmarks, and contribute to process improvements. Qualifications for this role include 5-8 years of experience in investment management or a related field, a Bachelor's degree in finance, economics, mathematics, or a related discipline (Masters/CFA preferred), and proficiency in tools like Bloomberg, Axioma, and Microsoft Excel. Strong analytical, organizational, and communication skills are essential. Preferred attributes include being a self-starter with strong problem-solving skills, ability to manage multiple priorities in a fast-paced environment, and experience in applying AI or emerging technologies to investment processes. Team-oriented individuals who can work independently and collaboratively will thrive in this role. By joining Russell Investments, you will have the opportunity to work with a global investment team, gain exposure to portfolio management practices, and contribute to the growth and innovation of tech-enabled investment solutions.,

The Market Risk team at Infosys Limited is seeking experienced professionals to expand its presence in India and support activities in data management, risk operations, product, and research. We are looking for individuals who have hands-on experience with real-world data and are proficient in statistical analyses. The ideal candidates should be motivated self-starters and team players, eager to collaborate, learn new skills, and go the extra mile for both internal and external clients. Key Responsibilities: - Minimum of 3-8 years of experience in market risk measurement within an investment bank or financial institution, with previous experience in VaR or Credit Risk. - Knowledge of Asset Classes, focusing on at least 1-2 of the following: Equity, Fixed Income, FX, Commodities, Derivatives, and Structured Products. - Expertise in Fixed Income and Derivatives, particularly Corporate Bonds, Interest Rate derivatives, Total Return Swaps (TRS), Credit Derivatives, CVA, FVA, etc. - Basic understanding of pricing and valuation of financial products. - Familiarity with key risk and profitability concepts such as Probability of Default, Event of Default, Jump to Default, Present Value of basis point, Mark to Market, volatility, Yield curve parallel and point shifts, etc. - Ability to break down the price of a security into its various constituent components, including interest rate curves and relevant term structure sensitivity. - A higher degree in finance or a relevant area, or a professional qualification like CFA, FRM, PRIMA would be advantageous. - General knowledge of risk issues, investment products, and some programming skills would be desirable. - Strong teamwork and relationship-building skills. - Capability to deliver high-quality and accurate work under pressure and tight deadlines. - Willingness to challenge the status quo, provide alternative approaches, and question existing norms. Preferred Skills: - Financial Risk Management: Credit Risk Management, Market Risk Measurement & Control.,

As a Manager/Sr. Manager - Channel Sales at Abans, you will play a pivotal role in driving the channel sales of investment products through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs). Your key responsibilities will include building and maintaining a strong network of IFAs in the assigned geography to offer a wide range of products and solutions across various asset classes. It is imperative to possess a clear understanding of markets and products, as distributor training forms an integral part of your role. In this position, you will be responsible for formulating effective sales strategies aimed at enhancing sales from new channel partners and increasing the wallet share from existing partners. Additionally, you will provide support to other channel partners" local staff such as banks and wealth management firms. Building and nurturing long-term relationships with both existing and new clients will be crucial for increasing the Assets under Management (AUM) for the company. To excel in this role, you should ideally have 4-8 years of sales experience with a mutual fund company, specifically in channel sales of mutual funds for the IFA/MFD channel. Previous experience in Asset Management companies, particularly in Mutual Funds, would be advantageous. Strong communication and presentation skills, along with a pleasing and positive attitude, are essential attributes for this role. Being a self-starter, proactive, and target-oriented individual will greatly contribute to your success. The ideal candidate for this position should hold a graduate degree and possess 4-8 years of relevant experience. This opportunity is located in Bangalore, offering a platform for you to script your success story and take your career to greater heights with Abans.,

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. This role is specifically designed for experienced financial planners and investment advisers who have worked within a Registered Investment Adviser (RIA) firm or a wealth management setup catering to individual clients. We are myMoneySage, a SEBI Registered Investment Adviser and an award-winning wealth-tech platform; we empower wealth creation for HNIs & NRIs by leveraging technology & in-house research. We are looking for talented Financial planners/Investment Advisers to be a part of our growth story. You must be a Graduate or post-graduate in commerce with CFP, CWM with NISM XA, XB. You should have at least 4-5 years of experience in Comprehensive Financial Planning & Investment Management. A thorough understanding of multiple asset classes and financial products with expert knowledge of comprehensive financial planning as well as Tax and Investment planning is a must. Your responsibilities will include: - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. - Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. - Analyzing financial data received from clients to develop strategies for meeting clients" financial goals. - Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. - Implementing financial plans. - Building and maintaining your client base. Please note: Candidates with backgrounds primarily in investment banking, equity research, or corporate finance are not suited to this position.,

You are an experienced Trade Settlements professional looking to join eClerx team in Pune & Mumbai. As a Senior Analyst with 2-4 years of experience or an Associate Process Manager with 4-8 years of experience, you will be responsible for managing end-to-end Trade Settlements processes across diverse asset classes. Your role will involve overseeing and optimizing pre- and post-settlement operations, including pre-matching, leading reconciliation activities, and managing OTC derivatives settlements. You will be expected to utilize your expertise in the DTC Platform. To excel in this role, you should have 2-8 years of experience in Trade Settlements with proven expertise across all asset classes. A strong understanding of pre- and post-settlement workflows, experience with team leadership, OTC derivatives, and DTC platform is essential. Additionally, you should be willing to work in night shifts. If you are ready to advance your career in a dynamic environment and possess the required skills and experience, we encourage you to apply. eClerx provides critical business operations services to global Fortune 500 clients across various industries. Incorporated in 2000, eClerx is one of India's leading process management and data analytics companies with a global presence spanning the US, UK, India, Italy, Germany, Singapore, and Thailand. Join our team and be part of a globally recognized organization at the forefront of the industry.,

Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new client acquisition and enhance relationships with existing clients. Your adept knowledge of Asset Classes and suites of Funds available through JPM will be instrumental in aligning with the investment needs of Clients. Your key responsibilities will include: - Supporting Private Bank Advisors and collaborating with the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Overseeing the sales lifecycle, from lead generation to client onboarding and engagement. - Providing integrated intelligence to enhance client acquisition and deepen relationships with existing clients. - Demonstrating expertise in Asset Classes and JPM's suite of Funds to align with Clients" Investment needs. - Working closely with Advisors throughout the sales lifecycle, including Banker Support, Lead Generation, Client Onboarding, Client Engagement, and Management/Operational Support. - Creating customized Client presentations for Investment Specialists review meetings. - Possessing a fundamental understanding of quantitative and qualitative data. - Developing processes to stay updated on market trends through internal meetings and publications to identify new opportunities and monitor client portfolios for growth possibilities. - Mastering Goals Based Analysis and Portfolio Insights. - Understanding the bank's credit documentation, terms, conditions, structure, and their relevance to transactions. - Resolving exceptions, open items, and transactional issues proactively, assisting in the preparation of presentations and marketing materials, and contributing to various team initiatives. Required qualifications, capabilities, and skills: - Hold a University degree, MBA/CFA/CFP certification, or have 5+ years of professional experience in a similar role. - Possess strong knowledge of Private Bank product offerings and asset classes, with a keen interest in market dynamics and developing expertise. - Exhibit excellent communication (written and verbal), analytical, and organizational skills. - Demonstrate exceptional stakeholder engagement abilities, strong team management experience, and the capacity to navigate a matrix organization. - Proficiency in PowerPoint and Excel is essential. Understand the needs and sensitivities of client management. - Exercise absolute discretion when handling confidential matters and work effectively with minimal supervision in a demanding environment. - Be detail-oriented, results-focused, and have outstanding follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is required.,

At EY, you will have the opportunity to develop a career that is as unique as you are, supported by a global network, inclusive culture, and cutting-edge technology to help you reach your full potential. Your distinctive voice and perspective are vital in contributing to EY's continuous improvement. By joining us, you can create an exceptional experience for yourself while contributing to building a better working world for all. As a WAM - Aladdin professional, your expertise should include prior experience in one or more Aladdin modules such as Core Aladdin, Aladdin Risk, Implementation, and Client Servicing. Your responsibilities will involve being the primary point of contact for your project, identifying project risks early, planning for contingencies, resolving issues promptly, managing scope changes, overseeing resource allocation, ensuring project objectives are met on time, and maintaining effective communication with customer representatives. You should be prepared to travel as necessary and be open to cross-training in various industry-focused wealth and asset management packages. In terms of people responsibilities, you will be tasked with fostering a quality culture, managing the performance of direct reports, aligning the project team towards common objectives, motivating team members, promoting teamwork, and integrating cross-team project functions to build a high-performing and responsive team. You will also participate in organization-wide initiatives aimed at enhancing team effectiveness. The ideal candidate will possess sector-specific experience in financial services or capital markets, with knowledge of different asset classes across front, middle, and back-office operations for both buy and sell sides of the business. You should have a solid understanding of portfolio management, trade execution, data control, operations, and portfolio administration. Additionally, techno-functional knowledge of Core Wealth/Asset management, preferably with experience in third-party packages like Aladdin, Multifonds, Charles River, among others, is required. Strong communication, leadership, and client-facing skills are essential, along with the ability to understand and translate client requirements effectively to the team. Qualifications for this role include an MBA/MCA/BE/B.Tech or equivalent with 8 to 10 years of experience in FIS products. Preferred skills include prior client-facing experience, functional testing, UAT testing, platform implementations, and familiarity with databases such as Oracle, MS SQL, and DB2. Join EY in our mission to build a better working world, where diverse teams across 150+ countries leverage data and technology to provide assurance, drive growth, facilitate transformation, and deliver value to clients while upholding trust in the capital markets. Working in areas such as assurance, consulting, law, strategy, tax, and transactions, EY teams strive to address complex global challenges by asking better questions and finding innovative solutions.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions. The successful candidate for this position will have the following qualifications: - Experience working in the Wealth or Asset Management industry, particularly in the areas of portfolio accounting and fund accounting - Work experience in fund accounting platform migrations/implementations would be advantageous - Strong knowledge of various asset classes such as fixed income, equity, and derivatives across front office, middle office, and back office for either or both buy and sell side of the business - Exposure to portfolio management, trade execution, data control and operations, and portfolio administration - High-level understanding of data models and application/business architecture around the package - Experience in understanding client requirements and streamlining them appropriately to the team - Ability to relate high-level business requirements to appropriate package capabilities - Reviewing client processes and workflows and making recommendations to maximize benefits from the package - Strong leadership skills and excellent client-facing skills - MBA/CA/CFA/MCA/BE/B.Tech or equivalent with 5 to 10 years of experience Preferred skills for this role include: - Good Techno-functional knowledge of Core Wealth/Asset Management with exposure to Geneva/FIS Hedge Fund Portfolio Manager/Temenos Multifonds, Simcorp, etc. - Exposure to Charles River, Aladdin, Bloomberg AIM, or other front office platforms - Technical experience working on data, understanding relational data models, and executing SQL queries - Experience in Oracle, MS SQL, DB2 databases, with good data analytics skills - Advanced Excel and VBA skills At EY, we exist to build a better working world, helping to create long-term value for clients, people, and society while building trust in the capital markets. Enabled by data and technology, our diverse teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. In our work across assurance, consulting, law, strategy, tax, and transactions, we ask better questions to find new answers for the complex issues facing our world today.,

Responsibilities: NAV Delivery & Reconciliation: Lead the team in the accurate and timely delivery of Net Asset Values (NAVs). Perform various types of reconciliations between client's general ledger data and market data providers, including custody, prime brokers, and fund administrators. Fund Accounting Operations: Oversee and execute core fund accounting activities, including the accounting of corporate actions, booking of trading and non-trading accruals, pricing of portfolios, and computation and analysis of profit and loss. Break Resolution & Coordination: Take responsibility for coordinating with clients and relevant external sources to ensure efficient resolution of reconciliation breaks. Hedge Fund Management: Manage open/closed-ended Hedge Funds, specifically focusing on reconciliation and integration of trades for clients. GAV/NAV Preparation: Lead the daily, weekly, and monthly preparation of Gross Asset Value (GAV) and NAV, which includes: Booking of Capital Activities. Performing Market Value Reconciliation. Computation of Profit and Loss for various Financial Instruments. Expense Accounting. Dividend Accrual Reconciliation. Bond Coupon Accrual Reconciliation. Confirming Trial Balance ledgers tie-up with various sub-ledgers. Quality & Compliance: Ensure quality delivery as per standard operating procedures (SOPs) and work effectively under tight deadlines. Client & Counterparty Interaction: Interact professionally with clients and counterparties, demonstrating strong written and verbal communication skills. Required Skills: MBA (Finance) or Chartered Accountant qualification. Strong understanding and working experience of accounting principles , specifically in Fund Accounting NAV calculation , Performance calculations , and Pricing and valuation of financial instruments . Strong working knowledge of a broad range of asset classes , including Equities, Fixed Income, OTC products, and Hedge Funds. Proficiency in working with Accounting tools , general ledger packages, valuation tools, and front/back office processing systems. Excellent written and verbal communication skills. Ability to work under tight deadlines and maintain quality delivery.

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area This is a unique opportunity for you to work in the Client Advisor Support team to partner with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. You will have strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies, which is put to good use to match the goals of Clients" Investment needs. You will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. Your strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies will be utilized to match the goals of Clients" Investment needs. Your responsibilities will include working with Advisors through the entire sales lifecycle, including: Banker Support, Lead Generation, Client Onboarding, Client Engagement, Management/Operational Support. You will prepare customized Client presentations for Investment Specialists review meetings and have a fundamental understanding of quantitative and qualitative data. Additionally, you will develop processes for following the markets through attending Morning Meetings & other internal meetings and by reading internal and external publications to use current events to generate new opportunities and monitor books for deepening opportunities. You will master understanding of Goals Based Analysis and Portfolio Insights and be familiar with the bank's credit documentation, including the terms and conditions, the structure, and its relevance to a transaction. You will proactively resolve exceptions, open items, and transactional issues and assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis, and any other team initiatives. The required qualifications, capabilities, and skills include being a University degree holder (including MBA/CFA/CFP) and/or having 5+ years of professional experience in a similar capacity. You should have strong knowledge of Private Bank product offerings, asset class knowledge, an inclination to understand market dynamics and develop expertise, excellent communication (written and verbal), analytical and organizational skills, excellent stakeholder engagement skills, strong team management experience, and ability to navigate a matrix organization. PowerPoint and Excel expertise are required along with a strong understanding of the needs and sensitivities of client management. You should possess absolute discretion when dealing with confidential matters, be able to work under minimal supervision, adaptable to work in a demanding environment, detail-oriented and results-focused, and have exceptional follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is also required.,

The Data Governance Business Analyst role involves being responsible for various tasks including assisting in identifying data quality issues, measuring and reporting, ensuring data policy adoption and compliance, and handling regulatory and audit response and action tracking. You must possess qualities such as being dynamic, flexible, and adaptable to quickly changing needs. Handling ambiguity and complexity, as well as managing multiple responsibilities, are essential. Effective communication and presentation skills are necessary to guide, influence, and convince others. You will collaborate with multiple teams to implement data issue resolution solutions and execute controls for the Data Risk and Control framework. Responsibilities also include overseeing data-related issues, conducting root cause analysis workshops, tracking ownership and target dates, and reporting metrics. Additionally, you will support business lines and global functions in requirement gathering, solution roll out, building controls around key risk indicators, and managing specific data issue resolution projects or new Key Risk Indicators implementation. The ideal candidate should have at least 10 years of relevant experience in Data Governance, Data Management, Process Engineering, or a related area. Proficiency in handling complexity, ambiguity, and a fast-changing work environment is crucial. Advanced knowledge of Project Management methodologies and tools is required, along with strong leadership, interpersonal, and relationship-building skills. Experience in working within Consulting/Audit with Big-4 firms and familiarity with Risk and Finance functions and multiple asset classes are advantageous. Education: Bachelor's/University degree, Master's degree preferred Citi is an equal opportunity and affirmative action employer.,

Job Description: The Market Risk team at Infosys Limited is looking to expand its presence in India to support its activities in data management Risk operations product and research We are looking for experienced professionals who have experience working with real world data and are comfortable with statistical analyses We seek motivated self starters and team players who are eager to collaborate learn new things and go the extra mile for our internal and external clients Key Responsibilities: At least 3 8 years of experience in market risk measurement within an investment bank or other financial institution previous VaR or Credit Risk experience is required Knowledge in Asset Classes any 1 2 of these Equity Fixed Income FX Commodities Derivatives Structured Products Experience knowledge of Fixed Income and Derivatives especially Corporate Bonds Interest Rate derivatives Total Return Swaps TRS Credit Derivatives CVA FVA etc Basic understanding of pricing and valuation of these products Understanding of key risk profitability concepts such as Probability of Default Event of Default Jump to Default Present Value of basis point Mark to Market volatility Yield curve parallel and point shifts in yield curve etc Ability to dissect price of a security onto its various constituent components such as interest rate curves and the corresponding relevant term structure sensitivity A higher degree in one of those areas or in finance or a professional qualification e g CFA FRM PRIMA would be an advantage General knowledge of risk issues and investment products together with some programming skills would be also desirable Ability to work well in a team and building relationships Ability to produce high quality accurate work under pressure and to tight deadlines Willingness to question and challenge the status quo and ability to provide alternative approaches Preferred Skills: Domain->Financial Risk Management->Credit Risk Management,Domain->Financial Risk Management->Market Risk Measurement & Control

Key Skills: Market intelligence, Power Point, Asset Management, Asset Classes, Content Writing, Project Management, Stakeholder Management, Market Research, Investment Banking, Capital Market Roles & Responsibilities: The successful candidate will form part of the AM Global Internal Wholesales team, supporting the Sales and Distribution team on all aspects of designing, organizing and managing the insurance training curriculum and content for AM providing to the wider IWPB team. The role holder will be responsible for content creation and train the trainer providing the market (local) AM Sales team with the content and tools required to deliver best-in-class Investment learning programme. Analyse: Conduct assessments to identify learning needs and gaps within the markets we support, prioritising and scaling up as required. Design and Develop: Create tailored Wealth and Investment learning content that aligns with IWPB training requirements and AM commercial priorities. Your innovative approach will include developing multimedia learning materials, visuals, videos, role plays, case studies, and practical examples to enhance engagement and impact. Deliver: Implement engaging training sessions and workshops that effectively meet the needs of our clients and customers. Communicating in a clear and succinct manner through the training delivery to ensure the training will land and meet performance expectations (through feedback and training observations). Train the Trainer: Provide the Local AM Sales team with relevant knowledge and content, upskilling sessions so they can deliver F2F training sessions in markets. Provide ongoing support and expertise to colleagues within International Wealth and Premier Banking (IWPB), fostering their professional development. Evaluate: Monitor and assess the effectiveness of learning initiatives through feedback and performance metrics, adjusting as necessary. Analysis to help understand what works and what doesn't, including leveraging AI/tools to support analysis/data. Provide advice on the content of customer or internal stakeholder learning and development events. Conduct market assessments of other training, coaching and other learning events across competitors. Market Research: Stay updated with external market trends and insights, particularly regarding various asset classes, investment strategies, and economic indicators. This knowledge will be essential in shaping the curriculum and ensuring relevance to current market conditions. Continuous Improvement: Identify opportunities to enhance customer-centric performance and drive beneficial change within the organization. Stakeholder Management: Collaborate with senior stakeholders across the business to align learning initiatives with strategic objectives and market needs. Build strong relationships with key stakeholders to ensure their support and engagement in the Academy's initiatives. Work with Learning and Development to collaborate where required, for the delivery of agreed Investment learning content to relevant frontline sales channels. Support with campaign/product training requirements to bring commercial outcomes into training content. Accredit and enhance AM growth for all channels on business training, case sharing, and system highlight through professional training events. Experience Requirments: 8+ years in the Asset Management and Capital Markets industry, with at least 5 years in Sales Management, coaching, and distribution support. You've had experience in Coaching / training delivery and ability to adapt delivery style to capture and inspire different audiences. Experience working in a global, matrix organisation, substantial front line business development and distribution experience preferred. Knowledge Strong understanding of financial markets, macroeconomic environments, and investment products, including their roles in Asset and Wealth Management. Keen interest and passion in keeping up with the world of economics/investments/finances. Skills Excellent written, verbal, and presentation skills, including advanced PowerPoint proficiency. Being skilled in the latest learning technology and media by being up to date in the latest training methodology and market practices. Always creating and iterating / innovating -- excited to find new content inspiration, topics and styles that can reach and make an impact on audience in different styles. You're able to effectively use analytics / MI to identify issues and enhance outcomes. You've got excellent project management skills to coordinate and work across multiple initiatives and prioritise accordingly. You're able to thrive in an ambitious, sometimes ambiguous environment -- high degree of autonomy, comfortable with change / taking ownership to drive initiatives / innovate. Experience in stakeholder management, particularly with C-suite and Executive level leadership teams. Customer driven with demonstrated commitment to improving customer experience and delivering excellent customer outcomes. Planning and organisational skills in order to manage the unexpected as well as anticipated issues or events, so that success can still be achieved. Additional Skills: Relevant investment qualifications such as CFA, CIPM, or ESG certification. Copywriting / editing skills including making videos, interactive media training content etc. will be a massive advantage (e.g. record / make a video, exciting newsletter and effective storytelling techniques etc.) Understanding of learning principles and best practices in training and development. Experience in designing and delivering training programs across various formats (in-person, online). Proficiency in additional languages is a plus. Qualifications: Any Graduation or Post Graduation in BFSI, Finance, Accounting.

Role & responsibilities: Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firms assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. The Performance team works closely with Private Wealth Management Business, Compliance, Technology, and other Operations teams globally to maintain firm-wide performance data. The team is responsible for ensuring performance figures are accurate and implementing solutions to correct returns when necessary. Additionally, team members are the primary point of contact for global PWM performance questions. Preferred candidate profile: avinash.r@russelltobin.com