281 Bonds Jobs - Page 2

Management of Liquidity Oversee overnight liquidity, including the operations of NOSTRO accounts. Deal with interbank counterparties to carry out lending and borrowing. Track and evaluate cash flows from a variety of sources on a daily and forecasted basis. Make a plan for medium- and long-term liquidity. Maintain regulatory ratios (LCR, NSFR, etc.) and control liquidity gaps. Management of Markets profound knowledge of treasury products and financial markets. For the best returns, manage your investment book.

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

The Securities & Derivative Analyst 1 is an entry-level position that involves processing orders and transactions from trading desks and branch offices in coordination with the Operations - Transaction Services team. Your main responsibility will be to assist in the clearance, settlement, and investigation of client securities and derivatives transactions. You will be expected to have excellent working knowledge of trade initiation & execution, trade capture, trade enrichment, contract note confirmation, and trade settlements. Additionally, a comprehensive understanding of products such as Equities, Bonds, MLI, Structure Products, etc., with a focus on trade initiation through settlements is essential. Proficiency in swift formats Mt540, Mt541, Mt542, Mt543, Mt202, Mt210, and MT103 is required. Monitoring failed trades, ensuring fund transfers before RTGS cut-off, achieving seamless settlements, and understanding market nuances across various markets are also part of the job responsibilities. You will be required to handle critical events with a robust control environment to mitigate operational and regulatory risks effectively. A solid grasp of the Corporate Action working model from a Global Custodian or Middle office perspective is necessary. Comprehensive processing knowledge of all Corporate Action types - Mandatory, Voluntary & CHOS will be expected from you. Qualifications for this role include 6-8 years of relevant experience, a fundamental understanding of the operating model of Corporate Action, and a proven ability to handle various concurrent activities/projects in a high-risk environment. The ability to thrive in a fast-paced work environment is crucial. Ideally, you should hold a Master's Degree/University degree or possess equivalent experience in Business, Accounting, or Finance. This job description offers a high-level overview of the primary tasks involved in this role. Additional job-related duties may be assigned as required. If you are a person with a disability and require a reasonable accommodation to use our search tools or apply for a career opportunity, please review Accessibility at Citi. You may also refer to Citi's EEO Policy Statement and the Know Your Rights poster for further information.,

The Financial Advisor role involves being in touch with investors over the phone and updating them about the latest ongoing schemes, which include Mutual Funds, Bonds, etc. You will assist investors in making wise investment decisions based on various factors. Business development and acquiring new investors are key criteria for performance evaluation. As a Financial Advisor, you are required to have a minimum of a graduate degree from any stream. Freshers are encouraged to apply for this position. The remuneration for this role will be as per company norms. The working days for the first 6 months are Monday to Saturday, and after 6 months, you will have alternate Saturdays off. Candidates from the western line of Mumbai are preferred for this position. This is a full-time job opportunity with benefits such as leave encashment and Provident Fund. The educational requirement for this role is a Bachelor's degree, and having a total of 1 year of work experience is preferred. If you meet the qualifications and are interested in working as a Financial Advisor, we encourage you to apply for this position.,

As a valued member of our team at FIS, you will be at the forefront of the ever-evolving world of fintech, where our innovative solutions impact markets, companies, and individuals globally. If you are driven to be a part of shaping the future of finance, we invite you to join us in our mission. In this role, you will gain exposure to various facets of Investment operations within Loan Administration. Your responsibilities will involve active participation in the day-to-day processes of Trade processing, Settlements, and Reconciliation teams. You will be part of the BPS team within Capital Markets managed services, supporting multiple clients in the Credit Market sector. The team focuses on Trade processing, Trade settlements, Asset servicing, Reconciliations, Client Service, and Middle office services. Your main tasks will include processing transactions across different asset classes, handling funding memos and pricing letters for Euro and USD deals, managing rekeying, restructuring, block movements, and corporate actions, among others. You will also play a key role in reconciling client asset holdings and cash with trustees, communicating with business units for query resolution, and providing training to new staff. To excel in this role, you should hold a Bachelor's degree or equivalent education and have 3 to 6 years of experience, preferably in trade processing and settlements. Proficiency in reconciliation, client communications, and domain knowledge of financial products such as Syndicate Loans, CLO, CDO, Bonds, Mutual Funds, Derivatives, Equities, and MBS is essential. Additionally, familiarity with FIS products like IntelliMatch, Investran, and VPM would be advantageous. We are looking for individuals with strong analytical skills, organizational abilities, and a proactive approach. Proficiency in Microsoft Excel and VBA Macro, as well as excellent written and verbal communication skills, are necessary. Collaboration and adaptability are key traits, as you will work closely with diverse teams and manage multiple tasks efficiently. If you have experience in VBA, Excel Macro, fluency in English, and a structured approach to prioritizing tasks based on client requirements, you will be an ideal fit for this role. Being a self-starter with a team-oriented mindset and a readiness to work in flexible shifts to support US clients will be highly valued. At FIS, we provide a supportive environment for your career growth, extensive health benefits, global career mobility options, award-winning learning opportunities, and flexibility in work arrangements. Join us to make a meaningful impact and collaborate with global teams and clients in shaping the future of fintech.,

Candidate will be Responsible for Direct Sales of Demat and Retail accounts acquisition for equity, commodity, and currency. Responsible for generating revenue like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers Required Candidate profile A Person Having Knowledge of, Demat/Mutual Fund/Bond/FD/PMS/AIF Sales Product: Mutual Funds, PMS & AIF Market Knowledge Compliances

Job Specification Planning, scheduling, and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare of the NAVs for the client for AIF Cat III funds on daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio as per the IFSCA/SEBI guidelines and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end & well versed with performance fee calculation & should understand series & equalization accounting. Providing support in preparing/ reviewing/ assisting in completing the funds with regulatory requirements per IFSCA guidelines. Providing support in Audits for funds in the preparation on financial statements. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Effectively monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required Experience & good knowledge working in Alternative Investment Funds (Category III) & Domestic mutual funds. Well versed with valuation of various asset classes such as equity, derivative, debt, bonds, debentures & unlisted securities as per SEBI/ IFSCA guidelines. Good understanding of performance fee calculation/ series based accounting & Equalization . Educational background M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills as the role includes direct client communication. Work additional hours as needed. Team management, Performance appraisal & People growth and development What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

As a member of our team at FIS, you will have the opportunity to be a part of the fast-paced world of fintech. We are at the forefront of providing fintech solutions that impact numerous markets, companies, and individuals globally. Our workplace culture is characterized by inclusivity and diversity, fostering collaboration and celebration among colleagues. If you are passionate about advancing the world of fintech, we invite you to join us at FIS. In this role, you will gain exposure to various aspects of Investment operations within Loan Administration. Your responsibilities will involve contributing to the day-to-day processing tasks across Trade processing, Settlements, and Reconciliation teams. As a part of the BPS team in Capital Markets managed services, you will be supporting multiple clients within the Credit Market. The primary focus of the team includes Trade processing, Trade settlements, Asset servicing, Reconciliations, Client Service, and Middle office services. Your main duties will include processing transactions across different asset classes, handling funding memos and pricing letters for Euro and USD deals, updating security information, reconciling clients" asset holdings and cash with the trustee, communicating with the business unit for query resolution, processing Corporate Actions and Loan amendments, and providing training and support to new staff members. To excel in this role, you will need a Bachelor's degree or equivalent education and work experience, along with 3 to 6 years of experience in trade processing and settlements. Proficiency in reconciliation, client communications, and domain knowledge of financial products like Syndicate Loans, CLO, CDO, Bonds, Mutual Funds, Derivatives, Equities, and MBS is essential. Experience with FIS products and strong understanding of Capital markets, Reconciliation, Portfolio Accounting, and Security Setups are highly advantageous. Additionally, strong analytical skills, proficiency in Microsoft Excel, and excellent written and verbal communication are required. The ability to collaborate effectively with diverse groups, handle multiple tasks, and work in a team-oriented environment is crucial. Flexibility to work in different shifts to support US clients is also necessary. If you possess experience with VBA, Excel Macro, fluency in English, and an organized approach to work, it will be considered an added bonus. At FIS, we offer a supportive environment where you can learn, grow, and have a significant impact on your career. Our benefits package includes extensive health benefits, career development opportunities, flexible work arrangements, and the chance to collaborate with global teams and clients. We value your privacy and are committed to safeguarding your personal information. Our recruitment process primarily operates through direct sourcing, and we do not accept resumes from recruitment agencies that are not on our preferred supplier list. Join us at FIS and be a part of a dynamic team that is shaping the future of fintech.,

Job description Experience Level- 2-4 Years Department- Investment Banking Responsibilities Prepare pitch books, capital structure analysis, debt profiles, credit memos, bond pricing, sales memos and road show presentations Creating various issuer/target related analyses including market analyses, bond issuance database, company profiles, credit highlights, balance sheet analyses, and competitive benchmarking Working on market updates / newsletters including commentary, trading levels, recent issuances update, major economic events Helping the client in preparing and collating Investor Profiles for road show schedules Quality checking analyst's work to ensure accuracy Ensuring timely delivery of reports to clients and keep seniors informed in advance in case of any delay Seeking client feedback and take due action if required Ability to handle requests independently and communicate with onsite bankers on assumptions, clarifications and expected output Required Background 2-4 years of relevant DCM experience, preferably for an Associate role Well versed with Microsoft Office - Word, Excel and Power Point Excellent working knowledge of databases such as Bloomberg, Dealogic, Thomson, etc. Excellent knowledge of the fixed income market and terminologies used Previous client handling exposure is a must Self-motivated and able to motivate others

Hiring for candidates with experience in Equity Capital Market for our Investment Banking team Opportunity The candidate will work dedicatedly with an investment bank and will be responsible for end-to-end management of the Equity Capital Markets (ECM) analysis, including market updates, newsletters, precedent equity transaction analysis, investor profiles, valuation, benchmarking, investor-targeting analysis and deal commentary. The candidate will be in direct interaction with client and responsible for final delivery of projects. Responsibilities Supporting our clients on preparing pitch books, company focused discussion documents, studying & analysing various type of precedent equity offerings Managing delivery & execution of projects on ECM side, including capital market updates, newsletters, shareholder / ownership analysis, IPO comps / analysis, new equity issuance analysis, Capital structure analysis, Investor analysis and profiles, ECM transaction case studies, , industry research, league tables etc Manage project timelines and quality of deliverables in a manner to ensure high client satisfaction Conducting analysis and performing quality control check of the outgoing reports/packs Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Required Background MBA / CA / Graduate + CFA Level Cleared Relevant experience of 2-8 years in Investment Banking preferably Equity Capital market (ECM) team of a bank, boutique firm, KPO, consultancy, or advisory firm. Should have fair knowledge about capital markets, equity offerings, equity-linked offerings like convertible bond market Strong statistical and analytical skills to assess the economic performance/analysis of companies and industries for clients The candidate should have the ability to work independently Excellent written and spoken communication skills Working knowledge of databases such as Factset, Dealogic, CapitalIQ, Bloomberg, Thomson Research, Morning star MS Office skills should be good in MS PowerPoint, MS Excel, and MS Word Interested candidates can mail the resume on Payal.Kapoor@acuitykp.com

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers. Build mentor and manage strong team of sales and partners.. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND2-4 years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Proven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skillsLeads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Roles and Responsibilities: New account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND4-7+ years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Proven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skillsProjects:Leads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Roles and Responsibilities: New account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Responsibilities: Lead fundraising strategies for new projects Manage debt syndications & bond issuances Oversee mergers & acquisitions process Ensure financial compliance with regulatory standards Corporate Finance, Fund Management, Project Management, Mergers & Acquisitions (M&A) professional in the Steel Industry, ideally with a CA (Chartered Accountant) certification: Job Title: Head – Corporate Finance, Fund Management & M&A Industry: Steel Manufacturing / Heavy En Experience: 10–20 years Qualification: Chartered Accountant (CA) – Mandatory; CA certification Job Summary: The role is responsible for leading strategic financial initiatives including corporate finance planning, fund management, large-scale capital project financing, and executing M&A opportunities in the steel manufacturing domain. This position will work closely with senior leadership and investors to drive growth, optimize capital structure, and ensure financial compliance and risk mitigation. Key Responsibilities: 1. Corporate Finance & Fund Management: Develop and execute strategic capital raising plans (equity, debt, structured finance) to support long-term growth. Manage working capital, cash flow forecasting, and capital allocation across business verticals. Build relationships with banks, NBFCs, rating agencies, and financial institutions to ensure optimal financing terms. Evaluate ROI and IRR of capex projects and suggest financial structuring. Ensure treasury and liquidity management to meet business and capex requirements efficiently. 2. Project Finance & Management: End-to-end financial structuring of greenfield/brownfield steel plant expansions and modernization projects. Liaise with engineering, procurement, and project execution teams for financial monitoring and budget control. Conduct risk assessment and sensitivity analysis for large capital investments. Ensure compliance with project-related financial covenants and reporting. 3. Mergers, Acquisitions & Strategic Investments: Identify and evaluate strategic M&A targets in the steel and allied sectors (e.g., mining, logistics, fabrication). Lead due diligence (financial, legal, operational) and valuation processes in collaboration with external advisors. Prepare investment memorandums and board presentations for M&A transactions. Manage post-merger integration planning from a financial and organizational standpoint. 4. Financial Analysis & Reporting: Monitor and analyze financial performance metrics, debt covenants, and operational KPIs. Prepare and present consolidated MIS reports, cash flow reports, and project dashboards to CXOs and the Board. Ensure statutory and compliance reporting as per IND-AS/IFRS guidelines. 5. Strategic Planning & Risk Management: Support business strategy formulation with financial modeling, forecasting, and scenario planning. Analyze market trends, commodity cycles (especially steel and raw material prices), and geopolitical risks. Drive cost optimization and restructuring initiatives in collaboration with BU heads. Key Skills & Competencies: Strong financial modeling, valuation (DCF, LBO, Comparable), and structuring skills Sound knowledge of the steel manufacturing value chain and sector dynamics Proficiency in SAP, Oracle Finance, MS Excel, and BI tools Excellent negotiation and stakeholder management skills Strong analytical thinking and commercial acumen Preferred Background: Prior experience in large steel plants or industrial manufacturing firms (minimum turnover 5000+ Cr) Exposure to large-ticket debt financing, IPO readiness, or cross-border M&A preferred Strong network within banks, FIs, and

Join our team and become a valued member of a group that prioritizes precision, collaboration, and forward-thinking. Elevate your career as a Reference Data Manager II and contribute to redefining excellence in financial data management. Utilize your analytical skills to interpret price movements in relation to market news and expectations. Collaborate with pricing vendors to resolve discrepancies and minimize risk, driving the production and analysis of valuation movements within client portfolios on a daily and monthly basis. Ensure all tasks and reports are completed with impeccable accuracy and timeliness. As a Reference Data Manager II in the Financial Data Management team, your responsibilities will include daily management and validation of bond prices from third-party sources. Verify accuracy against multiple market references and analyze price movements in connection with market news and expectations. Work closely with pricing vendors to address discrepancies and minimize risks. Produce and analyze valuation movements within client portfolios daily and monthly, ensuring all tasks and reports are completed accurately and within deadlines. Contribute to the enhancement of the pricing control process and engage in ad-hoc project work as needed. Key Responsibilities: - Conduct daily third-party price capture and validation of bond prices versus multiple market sources - Analyze price movements against market news and expectations - Collaborate with pricing vendors to resolve issues and minimize risk - Monitor systems for job success and troubleshoot with technology teams - Prepare and distribute daily pricing and market impact summaries with supporting market news - Generate and maintain month-end Index rebalance and composition reports based on new bond issuance and auction/buy-back activities - Produce and analyze valuation movements within client portfolios daily and monthly - Ensure accurate completion of daily, monthly, and ad-hoc tasks and reporting within deadlines - Address Global Index Research Group queries promptly and professionally - Participate in client monthly meetings and escalate issues effectively to the supervisor - Contribute to the ongoing development of the pricing control process and engage in ad-hoc project work as directed Required Qualifications, Skills, and Capabilities: - 8+ years of experience in Fixed Income related roles - Previous experience in team management - Understanding and interest in stocks, bonds, options, financial markets, and products - Knowledge of industry activities, particularly corporate actions, index benchmarking, stock markets, and fixed income products - Familiarity with pricing vendors like Bloomberg and Reuters - Advanced MS Excel skills, including pivot tables and v-lookups - Strong numerical skills and analytical/problem-solving abilities - Attention to detail and ability to work accurately under pressure to meet deadlines - Proactive, self-motivated, and effective communicator within a team environment Preferred Qualifications, Skills, and Capabilities: - Ability to work independently and multitask,

You are a motivated and client-focused Wealth Management Associate / Advisor who is interested in joining a financial advisory team in Trivandrum, Kerala. You should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning, and possess a strong understanding of financial markets, portfolio strategies, and client relationship management. Your responsibilities will include assisting clients in managing and growing their investment portfolios based on their financial goals and risk appetite, providing personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products, conducting periodic portfolio reviews, staying up-to-date with market trends and regulatory guidelines, collaborating with internal teams for client onboarding and compliance checks, building and maintaining long-term client relationships, achieving business targets, and organizing client meetings, webinars, and financial literacy sessions. To excel in this role, you should have 2 to 5 years of experience in wealth management, financial planning, or investment advisory, along with certification in NISM (Investment Adviser / Mutual Fund Distributor). Knowledge of investment products, taxation, insurance, and risk assessment tools is essential, as well as strong interpersonal, communication, and relationship-building skills. Proficiency in CRM tools, MS Office, and financial planning software is required, along with high integrity, ethical standards, and a client-centric mindset. Having certifications such as CFP, CFA (Level 1), or other financial planning credentials would be advantageous, along with exposure to HNI/UHNI client management and experience with digital wealth platforms and tools. If you are ready to shape the financial future of clients and meet the qualifications mentioned above, please apply now by sending your CV to: fawas.m@ixiligence.com. This is a full-time position that requires in-person work in Trivandrum, Kerala.,

You should have over 15 years of experience in Wealth Management processes and products such as Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. It is essential to have at least 3 years of direct experience in managing global vendors. In this role, you will be working on service delivery, governance, and change-related activities on a global scale. You will collaborate closely with Front office, Technology, and onsite vendor managers to cover end-to-end processes. Your responsibilities will include managing service delivery risk and change in alignment with the business vision and strategy. You will be tasked with overseeing service delivery across multiple businesses, products, and contracts, which includes application, infrastructure, and back-office services.,

The job responsibilities include executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance as part of back office operations. You will be responsible for preparing review reports from software and Excel for existing clients. Addressing client service queries in a timely manner and working on follow-ups with clients for onboarding and orientation are also key aspects of this role. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company that prioritizes long-term wealth creation and the overall financial well-being of its clients. The company offers advice on various investment products, goal-based financial planning, and risk management.,

You should have experience in investment operations, specifically in managing asset servicing roles including setting up assets such as mutual funds and managing NAVs. Your responsibilities will include hands-on unit pricing functions, asset servicing tasks like asset set up, income batch processing, checking overnight daily processes, MMF reinvestment, and working knowledge of assets, bonds, equities, derivatives, income, capital, corporate actions, and data flows. It is crucial for you to retain knowledge and apply it in future scenarios. As a part of the minimum qualifications required for this role, you should hold a finance graduate degree.,

Dear Candidate, We are hiring for Top MNC!! Role: Prime Brokerage Client Service Location: Mumbai Contract: 12 Months Qualification: MBA (mandatory) Shift: 11:30 AM-9:30PM Required Skills: 1 to 3 years of experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products M.B.A. from reputed Institutes Strong motivation, be a self-starter with a positive outlook and desire to solve problems Strong analytical skills with an ability to understand complex workflows Analysis of financial products like equities, bonds, options, futures, Repo, CDS, MBS, swaps, OTC derivatives and monitoring their cash flows and performance Proficiency in MS Office and related applications (Word, Excel, PowerPoint, Project) If interested, pls share your updated cv to arthie.m@orcapod.work

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

Grade Level (for internal use): 09 The Team: The Custom Index Management Team within the Global Index Management & Production Group (IMPG). The Impact: The Index Manager is responsible for managing a wide range of S&P and Dow Jones custom indices. They will ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to the respective Index Committees on a periodic basis. Whats in it for you: An exciting new opportunity to join a leading index provider, build your skill set, and grow with the team. As an Index Manager, you will be responsible for a group of indices, across global markets, that adopt complex index strategies to achieve their objective. The Index Manager must be able to analyze and implement complex index methodology and solve non-routine problems on an on-going basis. Responsibilities: Calculate S&P and Dow Jones custom indices, ensuring timely and accurate delivery of real-time and end-of-day index data to clients and end users. Ensure corporate actions of constituents in each assigned index are correctly applied in SPDJI proprietary system according to index methodology and validate special treatment for index specific items. Perform analytical research on companies to determine the composition of assigned indices, interpreting complex index methodology and adjusting data in our calculation system, and adjusting the data to conform to the rules of the index. Perform index rebalances by interpreting index methodology, running models and research for adds/drops, implementing changes and communicating these appropriately to clients, all with a focus on quality and accuracy. Take responsibility for the management of high-profile indices, acting as an industry expert and displaying in-depth knowledge of our product lines. Manage and maintain key relationships with other groups within the department and across other departments, particularly Product Management, Client Coverage, Index Services, and IT Support. Work in close coordination with the technology group and production support group to further enhance our system capabilities and troubleshoot production issues. Must be able to manage multiple projects and deadlines. The projects involve; requirements gathering, analytical thinking, compilation of data, and documentation. Work with clients, R&D and index development teams to oversee the launch of new indices. What Were Looking For: Basic Qualifications: Bachelors degree in a quantitative subject. Python A demonstrable understanding of global equity markets, commodities pricing, bond and derivatives calculation. Must be able to work independently on multiple projects with minimal direction or supervision. Must be able to demonstrate excellent analytical and quantitative capabilities to solve problems in a timely and insightful manner Superior computer skills in Excel, Word and related applications Ability to learn S&Ps proprietary index calculation engines Excellent written and verbal communication skills and the ability to coordinate work done by multiple people and or groups. Preferred Qualifications: Advanced degree in business, math, economics, or finance preferred . Working knowledge of VBA. GitHub

The incumbent of this role must be able to perform fixed income settlements (Fails management, Prematching and reconciliation) for most of the mature and complex markets in timely manner to ensure all the SLAs are met. Must have positive attitude, good communication, eagerness to learn and be able to take ownership. Keywords : Fixed Income/ Equity Trade Settlements, ASIA and EMEA markets settlements, Middle Office / Back Office functions Accountabilities Adhere to the deadlines of specific markets. Keep abreast of the new changes in the markets rules. Ensure up to date standard operating procedures. Work closely with FO/MO and other stakeholders. Endeavour to learn as many markets as possible. Activity Monitoring / Challenges Ensure timely completion of activities and meet market specific deadlines. Play active role in identifying and implementing process improvements. 121 with the team leaders to track self-performance and identify areas of improvement. Complete daily checklist in timely manner. Ensure that the process documents are up to date and capture all new updates in the market. Ability to deal with fluctuating volume. Profile required Key Performance Indicators Feedback from Client / Team leaders. Process improvements identified and implemented. Daily checklist. Ad hoc basis, as and when there is any change in the market rules