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0.0 - 3.0 years
0 Lacs
pune, maharashtra
On-site
As a Senior Wealth Manager, you will be responsible for guiding high-net-worth individuals and institutional clients in managing and growing their wealth. You will develop personalized financial plans, manage investment portfolios, and provide guidance on tax strategies, risk management, and estate planning. With your expertise in market analysis and a deep understanding of clients" goals, you will offer comprehensive financial advice to optimize wealth growth and achieve long-term financial success. Key Responsibilities: - Managing and growing a client base focused on HNI/UHNI and affluent retail segments. - Driving sales of equities, mutual funds, insurance, and third-party investment prod...
Posted 3 months ago
4.0 - 9.0 years
0 Lacs
chennai, tamil nadu
On-site
At EY, you will have the opportunity to shape a career that is as unique as you are, backed by global resources, support, an inclusive culture, and cutting-edge technology to help you reach your full potential. Your distinctive voice and perspective are essential in contributing to EY's continuous improvement. Join us in creating an outstanding experience for yourself while striving towards a better working world for all. As a T24 BA Financial Instrument, your primary responsibilities will involve analyzing business requirements, creating essential documents such as Business Requirement Documents and Functional Specification Documents, defining test cases, and executing testing activities to...
Posted 3 months ago
12.0 - 16.0 years
0 Lacs
haryana
On-site
The Securities & Derivatives Sr Manager position is a senior management role accountable for leading a team to process trading orders and transactions from trading desks and branch offices in collaboration with the operations - Transaction Services team. This role emphasizes operational excellence, risk management, regulatory compliance, and strategic enhancements for various asset classes including Equities, Fixed Income, FX, and Over the Counter (OTC) Derivatives. Responsibilities: - Lead and oversee the Confirmation and Settlements team's daily operations globally for various markets and products. - Ensure prompt and accurate trade confirmations and settlements within market deadlines and...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
The RMS Manager plays a critical role in overseeing and managing the Risk Management System for a leading broking firm. You must be highly skilled in risk analysis and mitigation, particularly proficient in using ODIN and Greek software systems. Your responsibilities include ensuring compliance with regulatory requirements, optimizing risk protocols, and coordinating with different teams to maintain robust risk oversight across all trading activities. You will oversee and manage the firm's risk exposure, ensuring alignment with organizational risk tolerance. Develop and implement risk policies, controls, and reporting mechanisms to monitor trading and market exposure. Continuously monitor ma...
Posted 3 months ago
2.0 - 6.0 years
0 Lacs
indore, madhya pradesh
On-site
As an Equity Analyst based in Indore, you will be responsible for conducting comprehensive market research, evaluating potential investment opportunities, and creating financial models to support investment decisions. Your role will involve closely monitoring equity markets, providing valuable insights supported by in-depth analysis, and preparing detailed reports and presentations for stakeholders. Collaboration with the team to refine and implement investment strategies will be a key aspect of this position. To excel in this role, you should possess strong analytical skills and proficiency in financial modeling. Previous experience in investments and equities is essential. Attention to det...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Citi's Securities Services (SS) supports our clients" business by drawing on the strength of our unmatched global footprint, which provides them with access to local expe...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
mysore, karnataka
On-site
As a Middle Office professional at ThoughtFocus, you will be responsible for daily transaction management, security master creation and management, reference data management, and asset servicing across various asset classes. Your role will involve assisting project POCs in onboarding clients onto the platform from the middle office perspective, defining scope, integrating with clients" OMS, conducting testing, obtaining proper sign-offs, and establishing workflows. You will also handle day-to-day operations, including exceptions resolution and timely responses to various stakeholders. In this position, you will collaborate with client ops teams, investment managers, and data vendors to resol...
Posted 3 months ago
2.0 - 6.0 years
0 Lacs
chandigarh
On-site
The Equity Dealer position is a full-time, on-site role based in Chandigarh. As an Equity Dealer, your primary responsibilities will include executing trades, managing client portfolios, analyzing market trends, and offering investment advice to clients. It is essential to monitor stock performance, stay informed about market movements, and ensure compliance with all trading regulations. Additionally, you will be expected to cultivate strong client relationships and support the trading team in meeting financial objectives. To excel in this role, you should possess a robust understanding of the Stock Market, Trading, and Equities. Previous experience in Finance and Investments is highly desir...
Posted 3 months ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
The Apex Group is a leading fund administration and middle office solutions provider, established in Bermuda in 2003. With a global reach and a commitment to providing top-notch services to clients, we have grown to employ over circa 13,000 employees across 112 offices worldwide. At Apex Group, we value energy and passion in our team members, and we are dedicated to empowering and supercharging their unique skills and experiences. We encourage our employees to take the lead, offering them the support needed to excel and innovate in their roles. As an Associate in the Operations department at Apex, based in Pune or Bangalore and working in UK & US shifts, you will play a key role in building ...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
ahmedabad, gujarat
On-site
You will be joining Lycka Asset Management LLP as a Credit and Equity AIF Fund Manager based in Ahmedabad. In this full-time on-site role, your primary responsibilities will include managing credit and equity portfolios, analyzing market data, business development, researching potential investments, ensuring compliance, and monitoring macro & micro economic market trends. To be successful in this role, you must possess at least 5+ years of experience in advising or managing pools of capital, fund or asset or wealth or portfolio management, or in the business of buying, selling, and dealing with securities or other financial assets. Additionally, you should have a minimum of 5 years of experi...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As an Associate in the Responsible Investing team at Russell Investments, you will have the opportunity to be part of a dedicated and passionate team working towards improving financial security for our clients and investors. Collaborating with responsible investing experts, you will play a crucial role in enhancing our Environmental, Social, and Governance (ESG) solutions and advancing our stewardship efforts. Your main responsibilities will include supporting Russell Investments sustainability research, active ownership, and responsible investing processes and programs. Working closely with research analysts, portfolio managers, and other members of the investment team across asset classes...
Posted 3 months ago
8.0 - 15.0 years
0 Lacs
karnataka
On-site
You will be joining KPMG India, a professional services firm affiliated with KPMG International Limited, with offices across India including Bangalore. As a Lead Business Analyst, you will be responsible for specialized Non-Financial Regulatory Reporting projects, focusing on regulatory controls and implementation using systems like Kaizen and Droit. Your expertise in change management, particularly in projects related to MIFID II, EMIR, and SFTR within the banking or financial services sector, will be crucial. You should have a solid grasp of Agile and Waterfall frameworks, with excellent communication, problem-solving, and stakeholder management skills. Previous experience in a Global Bank...
Posted 3 months ago
8.0 - 12.0 years
0 Lacs
chennai, tamil nadu
On-site
Join us at Barclays as the VP Finance Controls Assurance, where you will have a significant role in the development and revision of testing methodology documents for the organization. Embrace every date as an opportunity to innovate and take charge of performing tests of controls while leading improvement initiatives to enhance the control environment continuously. Collaborate closely with various teams within the Group to drive process improvements across all segments. Engage with senior stakeholders, including department heads and BU CFOs, to ensure alignment and progress. To excel in this role, you should possess: - Advanced expertise in Investment Banking Areas, encompassing a comprehens...
Posted 3 months ago
2.0 - 6.0 years
0 Lacs
indore, madhya pradesh
On-site
As an Equity Analyst - Generalist at TWO X Capital located in Indore, you will play a crucial role in conducting in-depth market analysis, evaluating investment opportunities, and developing financial models to support investment decisions. Your responsibilities will include monitoring equity markets, providing recommendations based on thorough analysis, and preparing detailed reports and presentations for stakeholders. Collaboration with other team members to develop and refine investment strategies is also a key aspect of this role. To excel in this position, you should possess strong analytical skills, have experience in investments and equities, and demonstrate proficiency in financial m...
Posted 3 months ago
8.0 - 15.0 years
0 Lacs
Bengaluru, Karnataka, India
On-site
About KPMG INDIA KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services, wh...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Shape your Career with Citi Citi's Securities Services (SS) supports our clients" business by drawing on the strength of our unmatched global footprint, which provides th...
Posted 3 months ago
4.0 - 10.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Role Summary We are looking for a sharp and dependable Institutional Sales Dealer to anchor execution for both institutional and HNI clients across equities and derivatives on NSE/BSE. This is a frontline execution role in a lean team, where the individual will take full ownership of order handling, execution, and post-trade processes. The dealer will also support the institutional sales team with market intelligence and structured trade execution ideas, while working closely with compliance, risk, and operations teams to ensure seamless, SEBI-compliant workflows. This is a non-proprietary role, with a pure focus on client order execution and service delivery. ? Key Responsibilities Full-cyc...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a Senior Fund Administrator, you will provide investment operations support to Fund Operations boutique fund managers. Your responsibilities will cover a range of portfolio administration functions including valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role involves working on managed funds, private equity funds, and listed investment companies, encompassing investment types such as Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Your key accountabilities and main responsibilities will include: - Supporting the on...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
Whether you are at the beginning of your career or seeking your next adventure, your journey starts here. At Citi, you will have the opportunity to enhance your skills and create an impact at one of the world's leading global banks. We are committed to supporting your professional growth and development right from the start, offering extensive on-the-job training, exposure to senior leaders, and traditional learning opportunities. Additionally, you will have the chance to contribute positively to our communities through volunteerism. Citi's Securities Services (SS) division leverages our unmatched global presence to support clients with local expertise and scalable solutions, enabling them t...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
As a Documentation Analyst at Deutsche Bank in Bangalore, India, your main responsibility will be processing daily documentation/confirmations and related activities of the team. You will ensure that all tasks assigned to the team are completed accurately and that any exception items are followed up to resolution. Additionally, you will facilitate projects, group initiatives, and exception processing resolution. It is expected that you have a solid technical understanding of the business, including a strong knowledge of the trade life cycle and various investment products like Foreign Exchange, Equities, Fixed Income, Derivatives, Structured Products, and Exchange Traded Funds. In this role,...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
noida, uttar pradesh
On-site
The job is for a full-time on-site Security Trader position located in Noida. As a Security Trader, your primary responsibilities will include executing trades, analyzing market trends, managing investment portfolios, and making well-informed decisions on equities and other financial instruments. You will work closely with the finance team, requiring meticulous attention to detail to ensure all trading activities adhere to regulatory standards. Key qualifications for this role include proficiency in trading and investments, strong analytical skills to assess market trends and financial data, knowledge of finance and equities, excellent written and verbal communication abilities, the capacity...
Posted 3 months ago
2.0 - 16.0 years
0 Lacs
maharashtra
On-site
You are being hired for a global investment bank with 2-16 years of experience. Based in Mumbai, the Portfolio Analytics/Monitoring team is looking for a motivated candidate to utilize their skills in performance and risk attribution for fund portfolios, using proprietary analytical tools. Your role will involve demonstrating strong business acumen, process management, and interpersonal skills to ensure timely and effective client deliverables. Your key responsibilities will include managing daily team functions to ensure prompt client deliverables, preparing customized client reports with risk and performance calculations, contributing to automation efforts using VBA or IT solutions for tai...
Posted 3 months ago
3.0 - 5.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Line of Service Advisory Industry/Sector Not Applicable Specialism Risk Management Level Associate Job Description & Summary At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. Those in internal audit at PwC help build, optimise and deliver end-to-end internal audit services to clients in all industries. This includes IA function setup and transformation, ...
Posted 3 months ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to the world's leading hedge funds. With over $500+ billion in Assets under Administration, the division employs over 1,400 professionals globally, with offices in New York, Dublin, London, Hong Kong, Mumbai, Glasgow, and Bangalore. The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand, and report Investment risk and performance of clients" portfolios, provide portfolio transparency reporting, derivatives valuation, and other portfolio analytics needs of Morgan Stanley's global hedge fund clientele. We leverage the ...
Posted 3 months ago
6.0 - 10.0 years
0 Lacs
hyderabad, telangana
On-site
As a trade surveillance personnel at Compliance Conduct and Operational Risk division, you will play a crucial role in identifying potential instances of market abuse, specifically insider trading and market manipulation. Your responsibilities will include utilizing well-known surveillance systems to monitor activities in Firm and Employee accounts, ensuring compliance with information barrier and restricted list policies. The trade surveillance team's primary objective is to assess risks across markets using established surveillance programs to protect the firm from reputational and financial risks while adhering to internal policies and regulatory requirements. Your key responsibilities wi...
Posted 3 months ago
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