462 Equity Research Jobs - Page 3

About AlphaSense: . The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About the Role: You will join our team of world-class experts who are developing the AlphaSense platform. The team is right at the very core of what we do and is responsible for implementing cutting-edge technology for scalable, distributed processing of millions of documents. We are seeking a highly skilled Software Engineer II to join our dynamic team responsible for building and maintaining data ingestion systems at scale. As a key member of our team, you will play a crucial role in designing, implementing, and optimizing robust solutions for ingesting millions of documents per month, including the addition of multimedia content such as audio and video from the public web. Youll play a key role in integrating cutting-edge AI models, enabling intelligent suggestions, and content synchronization. You are a good fit if youre a proactive problem-solver with a go-getter attitude, startup experience, and a readiness to learn whatever comes your way! Responsibilities: Design, develop, and maintain high-performance, scalable applications using Python. Solve complex technical challenges with innovative solutions that enhance product features and operational efficiencies. Collaborate across teams to integrate applications, optimize system performance, and streamline data flows. Take full ownership of projects from inception to deployment, delivering high-quality solutions that improve user experience. Lead or support data ingestion processes, ensuring seamless data flow and management. Continuously learn and adapt to new tools, frameworks, and technologies as they arise, embracing a growth mindset. Mentor and guide junior developers, fostering a collaborative, innovative culture. Requirements: 2+ years of professional Python development experience, with a strong understanding of Python frameworks (Django, Flask, FastAPI, etc.). Proven success working in a startup environment, demonstrating adaptability and flexibility in fast-changing conditions. Proactive problem-solver with a keen eye for tackling challenging technical issues. A willingness to learn and adapt to new technologies and challenges as they arise. Strong team player with a go-getter attitude, comfortable working both independently and within cross-functional teams. Nice to Have: Experience with media processing and live streaming techniques is a major plus. Familiarity with Crossplane and/or ArgoCD for GitOps-based infrastructure management. Experience with working on Docker, K8s. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @ alpha-sense.com email address. If you re unsure about a job posting or recruiter, verify it on our Careers page . If you believe you ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

What you get to do in this role: Contribute to the financial planning process, helping to develop the annual operating plan, budgeting and quarterly forecasting Lead forecasting processes (monthly and quarterly forecasts, scenario modeling) Partner with teams to manage headcount, OPEX, COGS, bookings, & revenue forecasting Work with partners and Accounting to track financial results Analyze financial results and communicate messages to senior management optimizing our performance Create analysis and presentations to help communicate strategic plans across the organization Work with the Functional leads to provide management reporting, accounting and compliance guidance / understanding of global and local operational plans Support our businesses with financial insights and development of performance metrics To be successful in this role you have: Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automat

About AlphaSense: . The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About the Role: You will join our team of world-class experts who are developing the AlphaSense platform. The team is right at the very core of what we do and is responsible for implementing cutting-edge technology for scalable, distributed processing of millions of documents. We are seeking a highly skilled Software Engineer II to join our dynamic team responsible for building and maintaining data ingestion systems at scale. As a key member of our team, you will play a crucial role in designing, implementing, and optimizing robust solutions for ingesting millions of documents per month, including the addition of multimedia content such as audio and video from the public web. Youll play a key role in integrating cutting-edge AI models, enabling intelligent suggestions, and content synchronization. You are a good fit if youre a proactive problem-solver with a go-getter attitude, startup experience, and a readiness to learn whatever comes your way! Responsibilities: Design, develop, and maintain high-performance, scalable applications using Python. Solve complex technical challenges with innovative solutions that enhance product features and operational efficiencies. Collaborate across teams to integrate applications, optimize system performance, and streamline data flows. Take full ownership of projects from inception to deployment, delivering high-quality solutions that improve user experience. Lead or support data ingestion processes, ensuring seamless data flow and management. Continuously learn and adapt to new tools, frameworks, and technologies as they arise, embracing a growth mindset. Mentor and guide junior developers, fostering a collaborative, innovative culture. Requirements: 2+ years of professional Python development experience, with a strong understanding of Python frameworks (Django, Flask, FastAPI, etc.). Proven success working in a startup environment, demonstrating adaptability and flexibility in fast-changing conditions. Proactive problem-solver with a keen eye for tackling challenging technical issues. A willingness to learn and adapt to new technologies and challenges as they arise. Strong team player with a go-getter attitude, comfortable working both independently and within cross-functional teams. Nice to Have: Experience with media processing and live streaming techniques is a major plus. Familiarity with Crossplane and/or ArgoCD for GitOps-based infrastructure management. Experience with working on Docker, K8s. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @ alpha-sense.com email address. If you re unsure about a job posting or recruiter, verify it on our Careers page . If you believe you ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

The Senior Analyst, Mergers and Acquisitions, will play a critical role in evaluating and executing potential M&A transactions and investment opportunities. This role involves analytical data modelling, developing financial models, conducting market research, coordinating strategic initiatives, and communicating deal terms to various stakeholders. The Senior Analyst will also maintain relationships with potential acquisition targets and external stakeholders and participate in drafting and reviewing transaction documentation. Key Responsibilities: M&A Analysis and Execution: Lead financial and strategic analyses to evaluate potential M&A transactions and investment opportunities. Develop detailed financial models. Conduct market and industry research to identify trends and opportunities. Analyse market trends, regulatory developments, and other factors affecting deal-making opportunities. Participate in the drafting and review of financial and commercial terms pertaining to legal transaction documentation. Strategic Coordination: Coordinate strategic initiatives and due-diligence activities with cross-functional teams, including operations, finance, legal, IT, and HR. Communicate deal terms, rationale, and track progress to various stakeholders. Develop and maintain relationships with potential acquisition targets and external stakeholders. Corporate Strategy: Develop and deliver divisional level analysis, options, execution plans, and recommendations based on analytical rigor, logic, and subject matter expertise. Proactively spot strategic opportunities missed by others and plot insightful approaches. Research, Analysis, & Framing: Conduct market-based research by identifying and gathering information (e.g., financial statements, reports, analyses, stakeholder feedback, expert calls). Interpret information with guidance from senior colleagues as needed. Conduct analyses (e.g., financial modelling) to validate proposed ideas and inform business decisions. Assist in refining initial framing established by project lead for strategic questions and apply structure to analysis. Problem Solving & Insight: Guide project team problem solving through development of frameworks/methodologies to create insightful analysis and recommendations. Identify the right questions to frame the team s work. Synthesize findings into insights within a project, including implications that inform business decisions. Leverage insights to support strategic recommendations with guidance from project leads. Communication: Produce high-quality executive communications and arguments to facilitate senior discussions and decision-making. Deliver project findings, recommendations, and implications to senior executives clearly and succinctly. Communicate and advocate insights to business leaders (e.g., Senior Managers, Directors) through written documents (e.g., memos, reports) and influence models (e.g., meetings, presentations). Business Partner Relationships: Establish and maintain key points of contact with internal teams (e.g., Finance, Marketing, Engineering). Build working relationships with junior project stakeholders and business partners. Share knowledge with business leaders (e.g., Senior Managers, Directors) on particular areas of expertise, leveraging and broadening deep technical/product knowledge and market awareness to inform strategic business decisions. Key Requirements: Experience: Experience: 3-10 years in a client-serving role at a strategy consulting firm, investment banking, on the investing team at a Private Equity firm, or in equity or fixed-income research; additional relevant experience is welcome. Education: MBA preferred, with at least 3 years of billable, client serving, or investing experience. Qualifications: CA, CPA, or equivalent with a background in financial due diligence. CFA a plus. Desirable Experience: Previous work at established accounting firms or private equity firms. M&A product area or sell-side equity research at investment banks or similar organizations. Skills: Strong analytical abilities: market and industry analysis, business case development, objectivity, hypothesis creation. Stakeholder management: engagement, briefing, and standing calls with executive leadership. Decision-making: driving decisions, owning information, effective communication. Strategy frameworks: fluent in strategy frameworks, comfortable with valuation models, skilled at curating business cases. Collaboration: thoughtfully engaging and challenging colleagues, pressure testing ideas. Data synthesis: collecting inputs from stakeholders, making sense of data, modelling. Behaviours: Highly collaborative, a strong client service orientation, highly responsive to internal client and stakeholder needs, and operating with curiosity and high level of humility. What We Can Offer You: Varied, interesting and meaningful work. A hybrid working environment with flexibility and great opportunities. Opportunities for training and, as the team grows, career progression or sideways moves. An opportunity to work within a large global multi-disciplinary consultancy on a mission to change the ways we approach business as usual. Link: Equality, diversity & inclusion | Atkins India (atkinsrealis.com) . Worker Type Employee Job Type Regular

As a Process Associate – Record to Report (R2R), you will be responsible for Recording and posting financial transactions of individual business units and in preparing reports of the financial transaction. You should be flexible to work in shifts. Your primary responsibilities include: Coordinate all accounting activities associated with Record to Report Recognize potential threats and suggest suitable actions Adhere to SLAs and timelines Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Commerce graduate with a focus on General Accounting Ability to undertake activities of general ledger, Inter-Company transactions, reconciliation, and fixed asset Working knowledge of basic accounting and accounting principles Proficient in addressing quires and taking follow-up actions Preferred technical and professional experience Proficient in MS Office applications Self-directed and ambitious achiever Meeting targets effectively Skilled in thriving under deadlines and contributing to changemanagement Showcasing strong interpersonal teamwork

Associate Manager Equity Research Banking Sector- 4 Years – Noida Location – Noida Domain – Investment & Financial Research (Banking Sector Focus – Qatar) We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known for its dynamic work culture, this organization empowers professionals to thrive in analytical, client-facing roles across global markets. You’ll be joining a team that values precision, innovation, and strategic thinking to drive business decisions and outcomes. Responsibilities – Conduct deep-dive industry and company research within the banking sector , focusing on mid- and small-cap banks in Qatar Build and maintain detailed financial models using DCF, DDM, SOTP, LBO , and Relative Valuation techniques Analyze and present findings to clients; address questions confidently Plan account staffing based on earnings calendar and project pipeline Review and validate work of junior team members, ensuring high-quality output under deadlines Manage MIS, contribute to training, recruitment, knowledge development initiatives Requirements – CA / CFA / MBA (Finance) from a reputed institute 4-7 years of experience in investment research with focus on banking sector (Qatar) Minimum 2 years of experience in team review/coaching Strong command over financial modelling, financial statements, and valuation methods Proficiency in databases like Bloomberg, Eikon, Capital IQ, Factiva Excellent communication, report writing, and quantitative analysis skills Experience with management calls, expert interviews, and secondary research Exposure to Bottom up Financial modelling Exposure to middle east banking sector (European and Africa ) MENA is must . What is in it for you – Exposure to global investment banks and M&A advisory clients Opportunity to work on high-impact strategic research Leadership opportunities and firm-level contributions Fast-paced, intellectually stimulating environment Reach us: If you think this role is aligned with your career, kindly write to me along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion. Disclaimer: Crescendo Global specializes in senior to C-level niche recruitment. We are committed to providing a transparent and inclusive hiring experience. Kindly note, due to high volume of applications, we may not be able to respond to each individually. If you don’t hear from us within 1 week, please consider your application not shortlisted. Profile Keywords – Equity Research Jobs, Associate Manager Roles, Financial Modelling, Banking Sector Research, Qatar Banking Jobs, Equity Research, Financial Modelling, Investment Research, Banking Sector, Valuation, DCF, DDM, SOTP, Relative Valuation, Financial Statements, CFA, CA, MBA Finance, Bloomberg, Capital IQ, Eikon, Factiva, MIS Reporting, Report Writing, Global Markets, Qatar Banking, Team Management, Client Communication

Role & Responsibilities: Join as an integral part of Asia ex Japan Equity Strategy research team. The role will involve supporting senior analyst based in Singapore. The successful candidate will be part of a highly-regarded team with a mandate for research on Asia Pacific equity strategy. The team produces regular written reports on a variety of discretionary subjects with a substantial amount of underlying analysis, and the candidate would be expected to contribute to the reports in terms of idea generation and analysis. Work on building financial/quantitative models and strategies for the team, which use company and/or macro-economic data; maintain these databases on a regular basis. Assist in writing full or parts of research reports; Build marketing presentations with the direction of senior analyst. Keep an eye on important regional/global news flow, which could likely have impact on equities in the region. The candidate should be able to work under pressure and amid tight deadlines and be able to respond to requests from internal and external clients (both fundamental and quantitative) in a flexible manner. The role offers the right candidate a potential to develop and grow knowledge of the workings of a financial market. Mandatory Desired Domain Ideally some experience in equity/credit/quantitative research experience which demonstrates superior analytical ability; or demonstrated interest in pursuing financial markets research Degree in Finance/Economics/CA/MBA or Engineering/Statistics /Mathematics from a premier institute is mandatory Passion in analyzing financial/stock markets or understanding Tenacity and perseverance to be able to work in fast paced environment Should be able to formulate a problem, undertake the required analysis and interpret the results Be able to think through complex issues and be comfortable dealing, sometimes, with ambiguity in an effort to find solutions Be highly numerate, with exceptional quantitative financial analysis and modelling skills Knowledge of MS Excel, Word, PPT Should be highly comfortable organizing and analyzing large amounts of data to find meaningful conclusions CFA/CFA candidate/ Master s degree/CA will be preferred Some basic programming/ econometrics skills and background (VBA, R, Python) etc. are preferred. The candidate should be open to spend some of his/her time using programming skills to develop and maintain databases to enhance productivity. Some experience of financial databases such as Bloomberg, Factset, Thomson Reuters/ Eikon is good to have Excellent analytical and communication skills (written and oral) with attention to detail. Basic familiarity with report-writing for a business audience and ability to formulate and articulate views logically Be a good team player A passion for financial markets. The ability to transfer theory to practice, demonstrated through work experience or finance-related projects/ internships/ modules during course work would be an added advantage Have an appetite for top-down research/macro-research to identify investment themes; and passionate about developing knowledge of Global Markets not only limited to equities, but also potentially rates, FX, commodities, etc Education UG: Any Graduate PG: MBA/PGDM in Marketing, Any Postgraduate, CA in CA

You will be joining our Mumbai office as a Fundamental Equity Research Analyst, playing a crucial role in our global investment team. Your responsibilities will include conducting fundamental research primarily focusing on India equity, with potential to expand to other regional markets. You will analyze macroeconomic trends, industry dynamics, and regulatory changes to identify investment opportunities and risks. Additionally, you will be involved in building financial models, valuation analysis, attending corporate meetings, and contributing to research reports and idea generation. To be successful in this role, you should have a strong academic background and preferably a CFA charter. You are expected to have 3-5 years of experience in equity research, investment banking, or related finance roles. Proficiency in financial modeling, valuation, and excellent written and verbal communication skills are essential. We value integrity, analytical skills, and the ability to collaborate effectively with the team. You should be self-driven, intellectually curious, and capable of managing multiple priorities in a fast-paced environment. Join us to receive training and mentorship from experienced portfolio managers, competitive compensation, and opportunities for career advancement. Your contributions will be integral to developing our investment strategy and achieving top performance.,

About AlphaSense: . The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! Talent Acquisition Partner, Engineering Location: India (Hybrid - Pune/Bangalore/Delhi) Reports to: Talent Acquisition Manager About the Role: This is a high-impact 6+ month contract recruiting role. AlphaSense is growing incredibly fast and the Talent Acquisition team fuels that growth by hiring exceptional people. You will be responsible for full life-cycle recruitment across our Engineering and Content teams and have the ability to flex to other functional roles on an as-needed basis. we're looking for someone who is entrepreneurial, passionate about people and eager to help our business grow. We also need someone with impeccable attention to detail and thoughtful communication; both the hiring manager and candidate experience are paramount to our success. You should be savvy with, and comfortable using an ATS (we use Greenhouse) as well as LinkedIn and other sourcing methods. What you'll Do: Partner with key engineering hiring managers to scale their respective teams, advising them on search strategy from role intake to close Collaborate with hiring teams and scheduling coordinators, own full-cycle recruiting and use data to make tactical decisions that improve the end-to-end search process Follow a structured hiring process with the goal of reducing bias and making the best hiring decisions Who You Are: A highly motivated, adaptable Engineering Recruiter with an appetite for fast paced environments with the ability to shift quickly due to business needs A reliable partner to the business -- you possess a great deal of knowledge about talent in the B2B SaaS space -- you know who to look for and where, you understand the competencies and skills necessary to succeed and know how to properly vet candidates to uncover those competencies Passionate about our business and able to convey our value proposition in a compelling manner to prospective candidates Organized and methodical: you'll be working on various roles across the organization and we want to create a world-class experience for the hiring managers we support and the candidates we meet A true team player with a collaborative mindset -- we will work tirelessly to build the best company possible and we'do that most effectively and efficiently when we work together In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @ alpha-sense.com email address. If you're unsure about a job posting or recruiter, verify it on our Careers page . If you believe you ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

About AlphaSense: . The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! Talent Acquisition Partner, Engineering Location: India (Hybrid - Pune/Bangalore/Delhi) Reports to: Talent Acquisition Manager About the Role: This is a high-impact 6+ month contract recruiting role. AlphaSense is growing incredibly fast and the Talent Acquisition team fuels that growth by hiring exceptional people. You will be responsible for full life-cycle recruitment across our Engineering and Content teams and have the ability to flex to other functional roles on an as-needed basis. we're looking for someone who is entrepreneurial, passionate about people and eager to help our business grow. We also need someone with impeccable attention to detail and thoughtful communication; both the hiring manager and candidate experience are paramount to our success. You should be savvy with, and comfortable using an ATS (we use Greenhouse) as well as LinkedIn and other sourcing methods. What you'll Do: Partner with key engineering hiring managers to scale their respective teams, advising them on search strategy from role intake to close Collaborate with hiring teams and scheduling coordinators, own full-cycle recruiting and use data to make tactical decisions that improve the end-to-end search process Follow a structured hiring process with the goal of reducing bias and making the best hiring decisions Who You Are: A highly motivated, adaptable Engineering Recruiter with an appetite for fast paced environments with the ability to shift quickly due to business needs A reliable partner to the business -- you possess a great deal of knowledge about talent in the B2B SaaS space -- you know who to look for and where, you understand the competencies and skills necessary to succeed and know how to properly vet candidates to uncover those competencies Passionate about our business and able to convey our value proposition in a compelling manner to prospective candidates Organized and methodical: you'll be working on various roles across the organization and we want to create a world-class experience for the hiring managers we support and the candidates we meet A true team player with a collaborative mindset -- we will work tirelessly to build the best company possible and we'do that most effectively and efficiently when we work together In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @ alpha-sense.com email address. If you're unsure about a job posting or recruiter, verify it on our Careers page . If you believe you ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Core PMS Equity Dealing Generating Orders as per portfolio manager instructions via Wealth Spectrum. Placing orders and monitoring or the same and ensuring error free and best execution of trades for PMS Portfolios Manage multiple custodian, Non Custodian Clients and NRI Clients with respect to PMS trades. Co ordinating with PMS Operations team w.r.t to relevant post trade formalities. Participating in IPO (Anchor, main book) , Buyback, OFS deals on a case to case basis. Running Deviation reports/Quarterly rebalancing PMS Clients portfolio to align with Model Portfolio with minimum or nil deviation. Daily updation of PMS Portfolios in Bloomberg Port function. Updating Portfolio Manager on daily cash levels, update on ongoing trades (for both PMS strategies and Advisory mandates) Provide market intelligence to the portfolio manager. Provide inputs from a dealing perspective to Principal Officer while framing/modification of PMS policies. PMS other activities Sending scheme performance reports, holding statements, checking data sent by product marketing team prior to release etc Giving timely Portfolio Health Checkup reports for prospective clients to sales team. Saving of month end portfolio files etc Run Portfolio attribution reports on Bloomberg PORT function and generate reports for all strategies at a stated frequency. To Co-ordinate and maintain record of stock research reports prepared by analyst team on portfolio companies, in respective folders/hard copies. Research Analysis and Support to Portfolio Manager: Uploading of advisory recommendations in inhouse Utility software for existing Equity Advisory mandates, based on instructions from portfolio manager. Maintenance of live portfolio monitoring excel files created on Bloomberg based on model portfolio and day end files. Assist Portfolio manager in updating the quarterly fund manager presentations, Strategy presentations , monthly commentaries, Newsletters etc Assisting the Portfolio Manager during submission of Annual Due Diligence documents for existing advisory mandate and provide data inputs mandate while submitting documents for new RFP s Assisting Portfolio manager in monitoring existing portfolio companies and helping him evaluative new ideas, rebalancing recommendations etc Knowledge, Skills, Competencies, and Certifications: Strong knowledge of equity dealing function (Buy Side) especially in a PMS setup The candidate needs to have thorough knowledge of Wealth Spectrum from a Dealer perspective. Should be familiar with Bloomberg and basic functionalities (EMSX, PORT functions etc) Research and analytics The experience you bring (Educational Qualification/Experience) : Minimum Graduate / Post Graduate/ CA/ CFA Minimum 3-5 years of work experience in equity dealing in PMS. Some work experience in equity research is desirable. Strong desire/inclination to extend profile from equity dealing to equity research/portfolio management. Certification/s (role based): Having cleared one of these certifications is desirable (Not Mandatory): NISM-Series-XXI-B: Portfolio Managers Certification NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we'respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

- Conducting in-depth research on various companies, sectors, and across asset classes - Analysing Market data to identify investment opportunities - Preparing a detailed investment research report - Financial modelling and valuations

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 Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 2-4 years of total relevant work experience Strong understanding of Portfolio Analysis including performance and attribution calculations methodology Experience in using Factset (B-one, SPAR, and PA) is a plus Experience in using MorningStar Direct, Aladdin or Bloomberg is an advantage Strong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 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 Uses extensive knowledge to consult on complex compliance and risk issues. Keeps abreast of new laws and regulations to determine impacts on firm compliance standards. Collaborates with management to develop new policies and practices to ensure compliance with legal requirements.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience Roles and Responsibilities: Leads highly complex projects and serves as a subject matter expert for operational compliance issues. Provides guidance to lower-level associates working on less complex issues.Responsible for ensuring that team members across the firm are aware of internal processes regarding compliance and that they are implementing programs to follow policies applicable to their areas.Serves as an advisor to the business on compliance-related issues. Consults with managers on new firmwide policies, guiding them on matters related to implementation and compliance; monitors ongoing compliance across all teams. Designs andExecutes education and training programs for employees whose functions or responsibilities involve compliance with applicable firm policy and regulatory and industry laws.Leads projects to resolve process issues and to evaluate plan documents and administrative forms for compliance issues.Collaborates with management on plan design and/or administrative enhancements to influence best practices while meeting client objectives.Conducts formal vendor performance reviews to help inform vendor selection process. Provides leadership with due diligence reports when new vendors are required and rationale for vendor changes. May participate in vendor selection and negotiation of contracts. 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 Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableGeneral Candidate Attributes:Strong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing andmaintaining the client file B. Preparing recommendations C.Implementing recommendations D. Review A. Preparing and maintaining the client file : GenerallytheFinancialPlannershouldcollectthequalitativeinformation(clientattitudes,life goalsetc)leavingtheparaplannertocollectallthequantitativedetailedinformationrequiredto compile afinancialplan. The Paraplannermay attendclientmeetings. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectiveswith planner Identifyandobtaintheinformationnecessarytocompilefinancialcash flowforecast Compiledraftnetworthstatement;incomeandexpenditurestatementsandfinancial cash flowforecastanddiscusswithplanner. B. Preparing recommendations: Identify areas for planning Undertake research bothindependently and with the Financial Planner to identify suitable solutions tomeet the clients needs Prepare information/comparisons for analysis byplanner Liaise with clients providers. Consider current and future allocation of assets for investment strategy with regard to client riskprofile Generate quotes and illustration online from respective providers Generate quotes and illustration Online from respective providers Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: Prepare suitability letters in accordance with the agreed recommendations Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies Learn and execute the re-registration processes D. Review Actasmainpointofcontactanddealeffectivelywithqueriesfromclientsandotherparties through effectivecommunication Establishandbuildstrongrelationshipswithclientsandattendclientmeetingswith planner if required Preparing client valuations Organise future planning meetings with client Review investment portfolio, asset allocation, risk profile etc Sendplanningfigurestoclientforupdateandrevisioninpreparationfornextmeeting Initiate review meetings with clients Liaise with providers for fund valuations Key skills/Experience Required Understanding of the Financial Planning process Experience 2 years and above Masters & Bachelores degree in business Finance, M.Com, CFP or a related field Ability to achieve agreed outcomes without supervision Priorities and plan own workload Detailed and accurate Quick adaptability of learning clients back office and analytical systems. Articulate Excellent interpersonal skills, both written and verbal Ability to multi task and prioritize effectively Good IT skills Good report writing skills candidates should be ready to adapt all other duties that the company sees fit and relevant to the business requirements. Desirable Broad knowledge of financial services world High level of technical knowledge As the UK market is always demanding for quality work, you should continuously upgrade your knowledge through continuous reading (in free time) or with the help of your seniors. Job Timings: 10:30 AM To 7:30 PM (1st sat ,3rd sat & 5th sat off) Salary: As per Industry standards.

Job Description: We are looking for a highly motivated and analytical professional to join our Strategy & M&A team. The ideal candidate will support strategic planning and execution of inorganic growth initiatives, including mergers and acquisitions. Key Responsibilities: Conduct market and industry research to support strategic planning and inorganic growth opportunities. Assist in executing the annual strategy exercise through data analysis, benchmarking, and leadership presentation preparation. Identify and evaluate potential M&A opportunities, assist in initial screening, financial analysis, and valuation. Build and maintain financial models to assess target performance and perform scenario analysis. Track the M&A pipeline and monitor sectoral activity relevant to the business. Develop high-quality presentations and dashboards to communicate strategic insights and business updates. Collaborate with internal stakeholders (Finance, Operations, HR, Legal) and external advisors throughout M&A processes. Support post-merger integration planning and execution, where applicable. Desired Candidate Profile: Strong analytical and financial modeling skills. Prior experience in strategy, consulting, corporate finance, or M&A is preferred. Excellent communication and presentation skills. Ability to work collaboratively across functions and with senior leadership.

Job Title : Deputy Manager - Strategy & M&A Analyst Job Description We are seeking a highly driven and detail-oriented Strategy & M&A Analyst to join our team. The ideal candidate will support strategic initiatives, M&A activities, and data-driven planning to enable business growth and transformation. Key Responsibilities Conduct market and industry research to support strategic planning and inorganic growth opportunities Support execution of the annual strategy exercise including data analysis, benchmarking, and preparation of leadership presentations Identify and evaluate potential M&A opportunities, assist in initial screening and strategic transaction support Conduct financial analysis and valuation (DCF, comparable comps, scenario analysis) Build financial models to assess target performance and conduct scenario planning Track the M&A pipeline and monitor relevant sectoral activity Develop dashboards and presentations to communicate strategic insights to leadership Collaborate with internal teams (Finance, Operations, HR, Legal) and external advisors during M&A processes Support post-merger integration where applicable M&A Advisory / Investment Banking / Corporate M&A / Strategy Consulting Private Equity / Venture Capital / Buyside Experience KPO / Analytics firms (focus on M&A, equity research, or valuation) Analytics / Ratings firms (deal advisory, financial modeling, or sector research) Skills & Competencies Strong written and verbal communication skills Ability to handle multiple projects and meet deadlines Strong attention to detail and analytical rigor Comfortable working in cross-functional teams Hands-on experience in market/industry/sector research Advanced Excel and PowerPoint proficiency Experience in developing dashboards and leadership presentations Knowledge of data visualization tools such as Power BI or Tableau (preferred) Background in manufacturing, automotive, or industrial sectors is a plus

Not Applicable Specialism Deals Management Level Associate & Summary At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. In capital markets accounting advisory services at PwC, you will focus on providing strategic guidance on a broad range of technical accounting, financial reporting, transaction structures and capital markets topics. You will advise clients on complex accounting advisory and financial reporting issues around deals (both public and private) and other transformational business events that may impact an organisation s value. Why PWC & Summary At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. In capital markets accounting advisory services (IR team) at PwC, you will focus on providing strategic guidance on a broad range of technical accounting, financial reporting, transaction structures and capital markets topics. You will advise clients on complex accounting advisory and financial reporting issues around deals (both public and private) and other transformational business events that may impact an organisation s value. s Analyse financial statements and ratios Craft investor presentations Write press releases and other financial material like MD&A Data mining from multiple sources (research reports, databases, exchange websites, company websites etc.) Preparation of shareholding and stock movement reports Track, analyse and summarise research notes on the client and the peers Facilitating connects between the client and the targeted investors/sellside analysts Provide insights to the management regarding investor/analyst feedback, perception and competitive intelligence Mandatory skill sets Investor Relation Knowledge Preferred skill sets Equity Research / Investment Banking Years of experience required 13 years Education qualification Post Graduation Education Degrees/Field of Study required Master Degree Degrees/Field of Study preferred Required Skills Investor Relationship Management Accepting Feedback, Accepting Feedback, Accounting Advisory, Accounting Modeling, Accounting Policies, Active Listening, Alteryx (Automation Platform), Benchmarking, Capital Market Engagement, Capital Markets Transactions, Capital Raising, Carve Out Financial Statements, Communication, Corporate Governance, Deal Structures, Debt Raising, Emotional Regulation, Empathy, Equity Compensation, Financial Accounting, Financial Modeling, Financial Reporting, Financial Structuring, GAAP Financial Reporting, Generally Accepted Accounting Principles (GAAP) {+ 24 more} No

Specific Experience A candidate must have worked as a research analyst in the past to become an Sr. instructor. This role involves research on stocks, preparing reports and communicating to the students. It also involves teaching fundamental analysis to students. Direct Responsibilities Course & Session Management: Oversee the Investor course and Sessions, ensuring smooth execution of content delivery, scheduling, and participant engagement. Stay updated with broader markets and sectors. Analyze and monitor performance of recommended stock ideas to the students. Generate new stock ideas. Generate regular reports with updates on the stocks. Serve as the primary point of contact for any operational issues related to course materials, participant queries, or scheduling conflicts. Ensure all educational content is up-to-date, relevant, and aligns with the latest market trends and investment strategies. Coordinate with external trainers, guest speakers, or content creators to ensure seamless integration into the educational program. Handle any urgent decision-making processes related to course management, content creation, or client escalation in the Heads absence. Reporting & Analytics: Maintain tracking and reporting systems for both educational outcomes (course participation, engagement, feedback) Provide regular performance insights to senior management, identifying opportunities for improvement in educational content delivery Contributing Responsibilities Cross-functional Collaboration: Work closely with sales , customer support , and training teams to ensure alignment in messaging, course offerings, and overall brand voice. Participate in meetings with senior management to contribute insights on course performance, marketing strategies, and market opportunities. Content Development & Improvement: Contribute to the development and refinement of course materials, presentations, and learning resources. Gather and analyze student feedback and market trends to provide input on potential improvements to course content or structure. Assist in the design and creation of new training modules or supplementary materials that enhance the learning experience. Market Research & Competitor Analysis: Conduct market research to understand the competitive landscape of investment education, identifying trends, gaps, and opportunities. Monitor competitors offerings and ensure Mirae Asset Sharekhan Education’s courses remain competitive in terms of value, content quality, and marketing appeal. Customer Engagement & Support: Contribute to enhancing the student experience by addressing customer feedback, resolving concerns, and ensuring participants have the support they need throughout their learning journey. Participate in the creation of student success stories , testimonials, or case studies that can be utilized for marketing and promotional purposes Event & Webinar Coordination: Assist in the planning and execution of live events, webinars, or special sessions related to Investor course. Ensure events run smoothly, including technical support, speaker coordination, participant engagement, and post-event follow-up Co-ordinate with on-boarded consultants for conducting special sessions. Technical & Behavioural Competencies Course Management & Education Delivery: Knowledge of Learning Principles: Ability to apply education theories and practices to optimize the learning experience for course participants. Learning Management System (LMS) Proficiency: Expertise in using platforms to manage, track, and report on course enrollment, progress, and feedback. Content Development & Instructional Design: Experience in creating, structuring, and refining educational content for investment courses, including understanding of financial markets and investment strategies Specific Qualifications (if required) CFA or MBA preferred NISM certification for Research Analyst **Candidates must have present/past experience in Equity Research

Company: Marsh Description: Marsh is seeking candidates for the following position based in the Mumbai, India office Senior Manager - Research (M&A Due Dilligence) We will count on you to Invest in understanding our business thoroughly and contribute to the growth of the Marsh brand within the Australian and New Zealand market Prepare and deliver parts or whole of insurance due diligence reports including summaries and contractual reviews Support in the preparation of key documents for transactional risk insurance placements including NDAs, HHLs and other checklists Responsible for project management and ensuring complete documentation at each stage. Prepare and maintain MI with deals information. Track market for rumoured deals Prepare kick off materials for insurance placements; Summarise key quotations received from insurers and support invoicing Keep abreast of changing risk and insurance market conditions Coordinate with colleagues from other practices within the region. Demonstrate extreme responsiveness and process excellence in daily work Estimate timelines accurately, deliver on time, flag issues proactively, be solution oriented and create routines that enhance efficient working Develop strong relationships with colleagues and stakeholders through high quality project delivery, responsiveness, and agile and clear communication Contribute to process improvement of the team by making relevant recommendations and executing the process initiatives to enhance the efficiency and quality of overall delivery What you need to have: Masters / Bachelors in Economics or Masters in Business Administration (MBA) / equivalent post-graduation certification from a reputed institute Minimum of 5 years of experience in collecting information, co-ordinating with colleagues, writing professional client ready reports, at leading professional services / research & advisory firms Prior experience in a Due Diligence role, or demonstrated experience Private Equity, Mergers & Acquisitions space Excellent English language communication skills - written and verbal Strong analytical, critical thinking, and problem-solving skills Excellent project and process management skills Advanced level of proficiency in MS Office. Salesforce and MS Dynamics a plus Ability to identify the right data from a finite data set and compile part/whole of the report Highly organised and self-motivated with the ability to work without heavy supervision, act in an agile way independently, in a fast-paced environment Strong commitment to absorb and engage in feedback discussions and enhancing own knowledge and quality of end products What makes you stand out Strong understanding of M&A insurance products and in assessing insurance coverage gaps Experience working in a cross-cultural environment Whyjoinourteam Wehelpyoubeyourbestthroughprofessionaldevelopmentopportunities,interestingworkandsupportiveleaders. Wefosteravibrantandinclusiveculturewhereyoucanworkwithtalentedcolleaguestocreatenewsolutionsandhaveimpactforcolleagues,clientsandcommunities. Ourscaleenablesustoprovidearangeofcareeropportunities,aswellasbenefitsandrewardstoenhanceyourwell-being. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Netscribes is hiring for Secondary Research Analyst Position 5 days working (Hybrid), 3 days WFO + 2 days WFH Saturday & Sunday fixed week off Eligibility criteria include a consistent academic record with 50% and above throughout. Communication Skills have to be excellent & the applicant needs to be smart & up to date with the current market. CTC details are as follows: Salary- Probation Period Graduates - 12,071/- take home & 16,000/- CTC Post Confirmation Graduates - 14,741/- take home & 19,600/- CTC + eligible to earn incentives in dollars Probation Period Post Graduates - 13,600/- take home & 18,000/- CTC Post Confirmation Post Graduates - 16,300/- take home & 21,700/- CTC + eligible to earn incentives in dollars Qualifications accepted: BBA (Marketing/Finance), MBA (Finance), B.Com, M.Com B.Sc/M.Sc/BA/MA in Economics Candidates currently pursuing an MBA are also eligible. The team is now open to considering candidates with a gap of no more than one year. We are primarily targeting recent graduates and postgraduates from the 2024 and 2025 batches. The team is not considering candidates who are currently pursuing any professional courses or preparing for competitive exams such as CA, CFA, FRM, CAT, MAT, etc. Responsibilities: Collect, summarize, and synthesize business information related to the Private Equity and Venture Capital domain. The profiling work will include profiling funds, writing management profiles, creating and updating portfolios, etc. The role also requires tracking and analyzing various PE/VC-backed transactions, like Mergers, Acquisitions, Leverage Buyouts, Management buyouts, and early and late-stage funding rounds. Skills required: Candidate should have pursued their academics or post-graduation in finance, commerce, accounting, or economics. Preferred qualification: B.com (Hons), B.sc (Economics), M.com, B.B.A, M.B.A (Finance Major), and M.sc (Economics) Should have a strong hold over domain knowledge related to Private Equity, Debt, Venture Capital, Mergers, Acquisitions, etc. Should have an excellent hold over English communication skills both written and verbal. Should be comfortable handling targets and delivering research tasks allocated within stringent TAT. Candidates who can join immediately should only apply. Candidates pursuing CA / CS / ICWA / CFA, please do not apply. Candidates who have given interviews in the last 6 months need not apply HR DETAILS- CALL DIRECTLY TO HR - 7980380130 (FARHIN AKHTAR) SEND YOUR CV DIRECTLY IN WHATSAPP - 7980380130(HR FARHIN)

About the Role: Grade Level (for internal use): 07 Whats in it for you: The incumbent will facilitate the implementation of financial data from across our client base thus ensuring the smooth delivery of the data onto S&P Global proprietary software platform. What youll work on: Work on financial statements of Venture Capital Portfolio companies and use our proprietary tool to standardize and upload. Drive successful implementations of the Private Capital Markets platform within market-leading private capital firms. Work on financial statements of Venture Capital Portfolio companies and use our proprietary tool to standardize and upload. Work on financial and legal documents of portfolio companies of Venture capital firms and analyze various economic rights and share amounts from documents such as Articles of Incorporation, Cap Table, Share Purchase Agreements etc. Multi-task, handling multiple client engagements simultaneously. Assist the Manager on various projects as needed. Deliver best-in-class solutions that exceed client expectations. What we look for 0-1 year of experience with MBA from a reputed institute. Accounting or finance degrees strongly preferred. Understanding of financial statements, reporting and analysis. Familiarity with financial modeling will be an added advantage. A familiarity with Venture capital and/or Private equity companies a plus. Familiarity with Excel formulas will be an added advantage. Possess the highest ethical standards and a strong work ethic, willing to go to the extra mile with a hands-on attitude. Excellent verbal and written communication skills. The ability to work independently in an efficient and responsible manner. Extreme attention to detail and an ability to document processes. Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. The desire to work for a company where individual contributions have significant impact on the success of the Team as a whole. A positive attitude is required. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction.For more information, visit www.spglobal.com/marketintelligence . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ---- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ---- 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority Ratings - (Strategic Workforce Planning)