5 Equity Investments Jobs

Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater&aposs global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Responsibilities: Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. Deliver timely and accurate information regarding Financial Statements & Analytics Reporting. Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation. Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions. Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work. Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams. Deal with some of the more complex client queries. Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. Required Skills: Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. Prior experience in finance and/or accounting. Strong computer skills, including proficiency in Microsoft Office. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organizational and interpersonal skills. Exceptional problem-solving abilities. Education and Experience: Bachelors degree or higher in Accounting or Financial/Business-related field. 2+ years of relevant experience. Show more Show less

You will be joining the CFT team as a skilled team member responsible for managing Retirals Trusts investments, financials, and other related functions of MSIL Provident Fund, Gratuity Fund, and Superannuation Fund Trusts. Your role will involve a deep understanding of financial markets, credit risk, liquidity risk, and more. Your responsibilities will include: - Monitoring cash flow forecasting and liquidity planning for retiral trust & for MSIL - Formulating and implementing strategies for equity and debt investments in G-sec, SDLs, corporate bonds, and mutual funds - Analyzing and proposing investment proposals for perusal to senior management ensuring compliance to EPFO/ other regulatory requirements - Dealing with various brokers/ market participants for purchase/sale of securities (G-sec, SDLs, corporate bonds) - Post-investments monitoring of credit quality analysis of Investment portfolio and related sectors - Exploring alternate investments opportunities to optimize returns - ALM management for retiral fund investments - Coordinating with market participants to understand developments impacting retirals trust - Managing operational aspects and related accounting for investment activities Additionally, you will be responsible for: - Monitoring cash flow forecasting and liquidity planning for retiral trust & MSIL - Record keeping and management of transactions related to Investment of retiral trusts - Periodic reconciliation of Investment register - Timely submission of data for actuarial valuation of Investment of Retirals trust - Preparation and finalization of financial statements of retiral trust, ensuring compliance with EPFO/Income tax/other regulations - Dealing with internal and external stakeholders including auditors - Exploring strategies for Equity and Debt portfolio churning to improve the return on Investment Other responsibilities will include identifying opportunities for digitization and automation to optimize processes, using tools like Power BI, Power Automate, and being ready to take up challenging assignments as required.,

Position: Lead - Listed Indian Equity Investments (Large Family Office) Role: - Will lead the family office's investments in listed Indian Equity Stocks, mainly large cap stocks - Will work on tracking the Indian macro environment/ politico-economic environment and coming up with specific investment themes - Regularly evaluate investment opportunities in the Indian large cap listed equity space - Work closely with Promoters by pitching specific investment themes - Provide fundamental company specific investment research including business, commercial and financial due diligence on potential Indian listed companies - Providing regular reports and metrics on portfolio companies to key stakeholders - Track allocations, market valuations, and fund/asset performance, flagging under-performance and recommending exits or switches. - Provide analytical support to the stakeholders on business assessment, strategic initiatives, market developments/trends as well as regulatory changes with the objective of ensuring a sustainable investment portfolio - The family office listed equity investments will mainly focus on large cap stocks Requirements : - MBA/ CA - 7-14 years of financial services experience in Equity Research or fund management preferably at a research house / asset management company/ PMS/ family office - Incumbent should be analytical and detail-oriented, collecting, analyzing and interpreting data from a top-down and bottom-up perspective for equity investment strategies - Ability and interest to interact with C-suite and key stakeholders at public companies - Experience of investing/ conducting research across sectors will be required - The ideal candidate has a strong interest in economics, politics, business assessment, strategic initiatives, monitoring of market developments/trends as well as keeps himself/herself up to date on regulatory as well as climate change related objectives, ultimately to benefit an active investment management approach - Entrepreneurial attitude, willingness to think outside the box - Exceptional problem solving skills using analysis, sound logic and judgement, evaluate alternatives and recommend options and scenarios - Good oral and written English communication skills Location : Hyderabad This position is for a Client of Vertex Corporate Services which is a Large Family Office focussed on investments

As a Business Development Manager at our company located in Jaipur, India, your primary responsibility will be to drive business growth through the identification of new opportunities, nurturing relationships, and increasing revenue. You will be involved in various key aspects of the business development process including research, lead generation, relationship building, proposal development, goal setting, revenue forecasting, equity investment planning, and partnership formation. Your role will encompass strategic planning and sales management, requiring you to utilize a range of tools such as video call platforms, CRM tools, emailing platforms, and project management systems to effectively engage with clients and stakeholders. You will take the lead in the entire sales cycle, with a focus on achieving monthly sales objectives, understanding customer needs, negotiating and contracting deals, and mastering software demos. To excel in this role, you must possess a Bachelor's degree or higher, demonstrate a passion for software products, exhibit exceptional written English skills, showcase high levels of creativity and autonomy, and hold a valid work permit for Belgium. While not mandatory, experience in writing online content, proficiency in additional languages, familiarity with Google Adwords, and strong analytical skills would be advantageous. Joining our team means being surrounded by a group of intelligent individuals in a welcoming and collaborative environment. You will have the opportunity to work without the constraints of micromanagement or rigid schedules, allowing you to take on real responsibilities and enjoy autonomy in your work. You will gain valuable insights into various business industries, create impactful content for our users, and face challenges that contribute to your professional growth in a dynamic organization. Our product, "India On Tips," provides a platform for innovative solutions in the industry, and each employee plays a significant role in shaping its success. In addition to competitive sales-based incentives, we offer various perks such as continuous training opportunities, sales target benefits, and online job flexibility. If you are looking to be part of a vibrant team, make a tangible impact, and embrace a culture of growth and autonomy, this role offers you the chance to thrive and contribute meaningfully to our company's success.,

Key responsibilities are as follows: Provide assistance on negotiation on documentation relating to all aspects of our investments, including equity and debt term sheets, loan agreements and equity sale and purchase agreements Advising on regulatory matters impacting our investments (including global and local regulations, such as the Bank Holding Company Act and the Volcker Rule) Working with compliance and other control-side teams on regulatory matters and investigations Liaise with the regional and global legal teams on all matters impacting the investment and fund business Assist in the preparation of submission materials to, and presentation at, the internal regional and global committees The role requires the ability to work independently and to manage a varied and complex workload meeting tight deadlines. Lawyers in our team thrive on the pressures of delivering consistently high quality advice to a dynamic, constantly evolving, business. Qualifications and Requirements: India qualified lawyer with 9-14 years PQE Relevant post-qualification experience either with a reputable law firm or as in-house counsel with a fund Strong grounding in equity and hybrid credit deal related documentation and legal matters, applicable laws and regulations, with a focus on India Team player with exceptional communication skills Preferred Qualifications Highly organized, attention to detail and excellent follow - through Demonstrated client service focus and ability to build relationships across different levels, functions and regions Ability to balance multiple, time-sensitive projects while maintaining a longer term strategic focus