227 Factset Jobs - Page 8

Location:Vidyavihar Develop investment policies, build and manage portfolios, trade securities, assess client risk, maintain relationships, ensure regulatory compliance, monitor performance, prospect new clients, and track market and economic trends

Job Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Purpose/Key Responsibilities Support in the origination and execution of Infrastructure Finance (IF) transactions. Key tasks include: Preparing pitch books, financial models, internal credit papers, Information Memorandum for IF transactions. Run the proprietary tools such as slotting, ORC, etc. to come up with relevant outputs for management. Support the work on documentation for loans. Support the work on project / infrastructure bonds. Developing / populating relevant MIS for the IF business in India including CME. Requirements Strong quantitative and qualitative analytical skills with a proficiency in financial modelling including operational model, accounting, debt facilities, credit metrics and valuation analysis. Proficiency in Microsoft Office applications and market data services (e.g. Bloomberg, FactSet, Factiva, Datastream, etc.) A strong understanding of the financial markets, including an understanding of HSBC Group and products. Experience in the processes undertaken for a bond issuance, acquisition financing, export finance, project finance and/or refinancing. High levels of motivation and strong work ethic underpinned by an interest and passion for the sector. Strong organisational and project management skills with ability to multitask, schedule time effectively and digest and convey complex information in an understandable and succinct story. 3-4 years’ experience in debt advisory, structured finance, project finance, ratings advisory and/or other lending products, coupled with a strong understanding of the financial markets and experience. An ability to model a broad range of debt products including term loans, RCF, bonds, inflation linked debt and derivatives. Have an understanding of core credit analysis including financial covenants, rating agency methodologies and credit metrics. Understand and ability to model valuation metrics including IRR, FCFE, DCF and Comparables. Ability to review, understand and summarise due diligence (Commercial, Environmental, Insurance etc.) as well as the underlying legal documentation required for Loan facilities. Understand security principles and able to negotiate and develop appropriate financial structures across sectors. Understanding of HSBC internal tools and systems such as CME, ORC, Navigator, etc. Useful Link Link to Careers Site: Click HERE You’ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Securities and Capital Markets (India) Ltd Show more Show less

Benori (www.benori.com) is looking for AM/Manager with minimum relevant experience of 7+ years . The candidate must have strong experience in a client-facing strategic business research role providing Transaction support to global Financial Services clients and should be able to identify, structure and lead a variety of custom research assignments. The position is based in Gurgaon. Key Responsibilities: Project scoping, requirement assessment and problem structuring Understanding clients’ specific research requirements and executing the solution smartly and efficiently Advanced data collection, synthesis, and analysis Thinking creatively throughout a project to overcome bottlenecks and provide thought- leadership. Representative projects will include: Industry/Sector landscapes Target identification and monitoring Due diligence support Financial analysis and modelling Transaction and trading comparable benchmarking and analysis Preparing pitchbooks Qualifications and Skills: Bachelor's/Master's degree in any discipline Prior experience of working with IB/PEVC/Financial advisory clients Experience of working on databases such as FactSet, Bloomberg, Pitchbook Strong analytical ability and attention to detail Strong quantitative skills and MS-Excel experience Excellent communication and presentation skills Excited about working in a start-up as part of a fast-paced and rapidly evolving team Show more Show less

Location: Fully Remote About the Role: We are seeking a highly motivated Investment Banking Analyst to support our client’s transaction and financial analysis activities. This role requires strong financial modeling skills, analytical capabilities, and a keen interest in corporate finance. The analyst will work closely with senior bankers and clients, providing essential support for mergers & acquisitions (M&A), leveraged buyouts (LBOs), and other corporate finance transactions. Prefer experience in the Tech industry Key Responsibilities: Financial Modeling & Valuation: Develop detailed financial models, including DCF, LBO, and comparable company analysis Conduct financial statement analysis and sensitivity scenarios Assist in capital structure optimization and transaction structuring Transaction Support: Support M&A, private equity, and capital-raising transactions Prepare pitch books, investor presentations, and client deliverables Assist in due diligence, data room management, and transaction documentation Market & Industry Research: Perform industry research and competitive analysis to identify key trends Analyze company financials and market positioning Support the team in identifying and evaluating potential deal opportunities Client & Team Collaboration: Work closely with senior bankers and clients to provide analytical support Participate in internal discussions and contribute insights for deal execution Qualifications & Skills: Bachelor’s degree in Finance, Accounting, Economics, or a related field 1-3 years of experience in investment banking, private equity, corporate finance, or consulting Strong financial modeling and valuation skills (DCF, LBO, M&A models) Proficiency in Excel, PowerPoint, and financial databases (Bloomberg, Capital IQ, FactSet, etc.) Excellent analytical and problem-solving skills Ability to work independently in a fast-paced, deadline-driven environment Strong communication and presentation skills Additional Information: Prefer experience in the Tech industry Opportunity to gain hands-on deal experience and exposure to high-profile transactions Competitive compensation package based on experience If you are a driven finance professional looking to gain extensive transaction experience in investment banking , we encourage you to apply on rajabhattacharya@magmaconsultancy.in Show more Show less

About The Opportunity Job Type: Permanent Application Deadline: 30 June 2025 Job Description Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our General Counsel Shared Services Team and feel like you’re part of something bigger. General Counsel General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management General Counsel Shared Services: The General Counsel Shared services function is a global centre of expertise currently being built out in Dalian and India. It will provide operational support and services to the General Counsel function. Three key verticals of GC shared services are:- Reporting and Systems- Central hub in GC for all reporting and systems related activities. Operations - This is bouquet of various service offering for GC like Training Admin, support in Europe compliance, information barriers, legal and co sec ops. Investment Compliance- Compliance team in India provides effective monitoring of FIL’s funds to ensure compliance with funds’ mandates and regulatory rules in verticals like Portfolio compliance Monitoring, Investment Management Compliance Advisory and Investment Management Compliance Monitoring. Portfolio Compliance Monitoring: The Portfolio Monitoring team is a global function is part of FIL’s Global Investment Compliance and Monitoring department, with teams present in Hong Kong, London and Gurgaon. The team is primarily responsible for performing End of Day (“EOD”) portfolio compliance monitoring for all retail and institutional products globally managed by FIL as well as coding portfolio restrictions and investment guidelines in compliance monitoring system. The Portfolio Monitoring team also provides compliance guidance and support to FIL’s investment professionals, including Portfolio Managers across all asset classes, Portfolio Support Groups, Investment Risk and Portfolio Analytics teams. In relation to its portfolio compliance monitoring responsibilities, the team also engages with FIL’s institutional services and product management teams and other support functions, including local compliance officers, legal and investment services globally. Global Investment Compliance: The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelity’s Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups. About Your Role You will be playing a key role within the team with respect to the launch of new investment products, take-on process for new mandates and amendments of existing investment guidelines by communicating with various colleagues – within investment compliance as well as externally, on the suitability of the investment restrictions and ensuring that investment restrictions are accurately coded in the Charles River compliance system. Key Responsibilities Onboarding of new clients for investment compliance by understanding the client requirements, interpreting the prospectus / investment mandate and extracting compliance restrictions to ensure guidelines and restrictions are effectively coded into compliance systems for ongoing monitoring of funds/accounts’ guidelines; Perform the review of regulatory and client guidelines to ensure accuracy and efficiency of existing rules coded; Regular Rule maintenance on compliance system i.e. CRD; Conduct Account Mapping / Review viz a viz applicable rule; Continuously improve compliance monitoring of guidelines and regulatory rules by assisting with compliance rule testing, new rule development, improving the automated monitoring of rule and ensuring rules are working as intended; Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams; Prepare documentation to support reviews conducted and to substantiate/demonstrate adequate processes/controls in coding rules; Research ad-hoc queries from compliance reporting team to determine if client portfolio is in line with the investment guidelines; Assist in resolving queries with regional compliance teams; Assist with ongoing review of relevant processes and procedures to ensure best practice; Assist in a range of FIL-wide projects or tasks; Assist with ad-hoc compliance monitoring tasks, as required. Experience And Qualifications Required Experience in Investment compliance guideline rule coding in Charles River is a must; Good understanding of Charles River system workflows and parameters; Must have knowledge of data set up in Charles River from vendors such as Bloomberg, Factset and ESG; Technology Savvy with experience in writing high quality, readable, reusable, testable code; Experience with regulatory environments such as UCITS, SFC, FCA and SEC would be an added advantage; Strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements; 9+ years of experience in working in the investment management industry (preferably in investment compliance) and of investment products; Good instrument knowledge of equities, fixed income and derivatives; Must have understanding of ESG guidelines and frameworks; Be a strategic thinker, possess strong facilitation and data gathering skills; Effective problem solver, attention to detail and ability to work to tight deadlines under pressure; CFA or Bachelor of Business or Commerce preferred; Business-level verbal and written English communication / presentation skills; Positive team player as well as the ability to work on their own initiative; Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes. Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. Show more Show less

Roles And Responsibilities Proficiency in Financial Modeling, including detailed 3-statement Forecasting, multiple scenario analysis, Capital Structure modeling, LBO, and Merger modeling Knowledge of Business Valuation concepts including DCF, trading comps, and precedent transactions Analysing company reporting documents to create pitch books, company profiles, financial benchmarking, trading, and transaction comps Adept in reading and understanding financial reports, IPO prospectus, 10-Qs, 10-Ks, etc. Knowledge of databases such as CapIQ, PitchBook, and FactSet Excellent communication (both written and verbal) skills Skill Set 1-3years of experience working with PE, VCs, IB, and Advisory clients Exceptional analytical, numerical, and deal support skills (particularly extensive Financial Modeling skills) Ability to work/manage multiple projects and meet demanding deadlines MBA, CA, CFA,or an equivalent degree (ref:iimjobs.com) Show more Show less

Job Purpose Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Roles & Responsibilities Supporting our client in Metal & Mining sector, FIG, Industrials sector Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries. Meeting project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Conducting quality control check of the outgoing reports / packs Engaging client independently on calls and e-mails Other responsibilities include: Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Demonstrating strength and experience in client / requester relationship building and management, information / knowledge needs assessment Key Competencies MBA/ CFA/ CA 2-6 years of experience in the Investment banking space Experience of working Investment banking projects, including: Detailed financial analysis with knowledge / experience of working on financial statements Target identification, Trading and Transaction comps Benchmarking, Ratio analysis Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research Should be able to work independently, with minimal guidance and support Prior experience in handling clients directly through calls / mails Excellent written and spoken communication skills Should be well versed with MS Office suite specially Microsoft Excel, Word, and Power Point Working knowledge of database such as Bloomberg, CapitalIQ, FactSet, Thomson, etc. Interested can mail the resume on Payal.kapoor@acuitykp.com Show more Show less

Opportunity Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Responsibilities Preparing pitch books, Information memorandum (IMs), industry reports, deals & peers screening, company focused Meet project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Conducting quality control check of the outgoing reports / packs Engage client independently on calls and e-mails Other activities include structuring deliverables / teams & developing new capabilities / new research products Produce high quality informative and visually appealing presentations and deck Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment Should be able to work independently with minimal guidance and need to be equally good in multi-tasking Required Background Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Minimum 4-6 years of experience in the Investment banking space Leading and delivering projects, including: Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Detailed financial analysis including financial models (DCF, LBO and others) Bespoke qualitative research Target identification, Trading and Transaction comps Benchmarking, Ratio analysis Should be able to work independently, with minimal guidance and support Ability to lead, train and guide other members in the team Excellent written and spoken communication skills with experience in Client handling Should be well versed with MS Office suite specially Microsoft Excel, Word and Power Point Working knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc Show more Show less

Job Description: Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Qualifications: BA (Finance), CFA/ CA/ Graduate (B.COM/ BBA) + CFA Pursuing (at least Level 1 Qualified)/ Masters in Finance/ FRM Minimum 5 years of experience in Investment Banking and Financial Research Additional Information Work under high pressure and long hours Analytical mindset Good communication skills Problem solving capabilities Ability to work independently Handling client communication Attention to minute details To apply, Call Miss Linda at 9910022541

Position: Research Analyst (Subject Matter Expert – BFSI) Location: India (Remote) Employment Type: Full-Time Schedule: Monday to Friday, Day Shift Experience: 5+ Years Company Description Scry AI is a leading innovator in AI-powered financial intelligence platforms tailored for Banking, Financial Services, and Insurance (BFSI) organizations. Our Collatio® Financial Spreading solution uses advanced AI to automate the digitization, normalization, and analysis of complex financial data from corporate filings, statements, and reports, supporting research, risk, and underwriting teams with faster, more accurate insights. We are seeking an experienced Research Analyst to join as a Subject Matter Expert (SME) and help drive the development of intelligent financial analysis tools and workflows for BFSI enterprises. Role Overview As a Research Analyst (SME) at Scry AI, you will use your expertise in financial research and corporate analysis to inform product development, support client engagements, and advance automation in financial statement analysis. You will work closely with product managers, data scientists, and client success teams to shape cutting-edge AI tools for research professionals and financial institutions. Key Responsibilities 1. Subject Matter Expertise & Product Strategy Provide domain expertise on financial analysis, research workflows, and reporting standards across BFSI sectors. Collaborate with product and engineering teams to improve AI models for extracting and interpreting data from financial statements, regulatory filings, and disclosures. Define financial metrics, ratios, and KPIs essential for research and credit evaluation. 2. Client & Market Engagement Act as a liaison between users and development teams to ensure product-market fit and solution adoption. Support solution engineering in product demos, RFPs, and pre-sales conversations with financial institutions. Conduct training sessions, pilot engagements, and feedback loops with clients. 3. Analytics Automation & Best Practices Contribute to developing automated workflows for financial spreading, trend analysis, benchmarking, and footnote parsing. Ensure output quality by validating mappings, templates, and research models generated by the platform. Recommend industry best practices for integrating AI-powered tools into traditional research workflows. 4. Thought Leadership & Competitive Research Track competing financial research platforms to identify gaps and opportunities. Co-develop content with marketing teams, including whitepapers, case studies, and knowledge sessions. Represent Scry AI at BFSI research forums and digital transformation events. Required Qualifications & Skills 5+ years of experience in financial research, credit analysis, risk research, or corporate financial analysis. In-depth understanding of financial statements, sector-specific KPIs, and fundamental analysis. Familiarity with research tools such as Capital IQ, FactSet, Bloomberg, or similar platforms. Hands-on experience with financial data modeling, spreading, or analysis automation. Strong communication and documentation skills for both business and technical audiences. Our Ideal Candidate Is a curious and analytical thinker passionate about improving financial research through AI. Has the ability to work across teams and translate real-world financial problems into product use cases. Is proactive, detail-oriented, and thrives in fast-paced environments. Show more Show less

JOB TITLE: SENIOR INTERNAL COMMUNICATIONS STRATEGIST About Factset FactSet’s Corporate Communications team is the central point of contact for 13,000+ employees for all branding and communications needs. The Senior Internal Communications Strategist in Hyderabad leads this dynamic team in its functions in FactSet’s India offices and works closely with senior leadership to effectively use communication channels to keep employees updated and aligned with the organization’s overarching goals. In this role, you will play a crucial role in crafting strategic messaging, supporting leadership, enhancing the employee experience for FactSetters in India, and championing the company’s values and culture across our global offices. This includes organizing and supporting employee engagement programs and identifying external opportunities to establish FactSet’s brand in India. VALUES THAT DEFINE OUR CULTURE We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work. RESPONSIBILITIES: Strategic Support & Counsel: Provide strategic communication support to India and visiting leadership by organizing and crafting messaging for: Town halls Executive presentations Crisis communications Effective employee outreach, ensuring that all stakeholders work cohesively towards the organization’s goals and objectives. Editorial Support: Collaborate closely with senior leadership and global support teams to oversee, consolidate, and implement all critical communications initiatives for FactSet India, ensuring alignment with company values and culture. Craft communications campaigns for events, program launches, office refits, service updates, including FAQ and process documents Produce engaging and informative FactSet newsletters. Manage the India Communications mailbox and the Hyderabad Request for Production (RPD) categories; Ensure that employees have a big-picture view of developments and activities across the company. Manage FactSet India Intranet: Author, update, and moderate content regularly on FactSet’s intranet and Viva Engage channels to increase employee understanding and engagement ensuring content is timely, relevant, and aligned with company mission, strategy, values, and culture. Enhance employee engagement, ensuring content aligns with FactSet's values and culture, and supports organizational goals. Fact.Set.Go!: Organize and promote FactSet’s largest quiz annually in India and other offices. Foster a culture of learning and collaboration. Media Production Support: Support the media production team for various shoots featuring the India offices. Enhance the visibility and engagement of FactSet's India offices. Manage Digital Signage: Keep Hyderabad digital signage fresh with global and local news, review and moderate content display requests, and broadcast important events. Use signage to reinforce company values and culture. Explore and leverage all available channels and technology to maximize the impact of communications. Utilization of all platforms to ensure employees stay engaged, aware, and up to date. Employee Networks: Anchor a communications-focused employee network in Hyderabad to augment the reach and impact of internal communications initiatives. Amplify messaging and foster collaboration Watch Parties: Organize watch parties for company meetings and other global streamed events, fostering meaningful discussions with curated session leaders. Drive engagement, strengthen connections, and drive collective understanding of organizational goals. Other: Monitor and moderate emails to the Hyderabad distribution list. Ensure only whitelisted accounts use the Hyderabad DL; monitor emails for consistent messaging and adherence to brand standards. Required skills: 10+ years of professional experience with at least five years in corporate communications, crafting leadership messaging in a multinational, matrixed environment. Bachelor’s degree in Marketing, Public Relations, Communications, Journalism, Business, or equivalent experience. Strategic thinking with strong organizational and leadership skills Experience with and knowledge of change management methodologies. Superior writing skills with the ability to articulate messages that resonate with diverse audiences. Passionate about quality with excellent organizational skills and attention to detail. Ability to collaborate effectively with diverse stakeholders with cross-functional, global teams and manage multiple projects. Excellent interpersonal skills and professionalism. Knowledge of FactSet or competitive product/solutions preferred. Proficiency in MS Office. DIVERSITY At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Show more Show less

About Factset FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers / management firms and other financial professionals to analyze companies, portfolios, markets & economies. Founded in 1978 and operating from 64 locations worldwide employing nearly 10,000 people, FactSet has over $1.1 Billion in annual revenues and is headquartered in Norwalk, Connecticut. Our operations extend within North America as well as Europe and the Pacific Rim. Since 1996, the Company has been publicly traded on the New York Stock Exchange under the symbol FDS and is dual- listed on the NASDAQ under the same symbol -integrated financial and economic information to the investment management and banking industries. About Cobalt Cobalt GP – acquired by FactSet in 2021 – is a portfolio monitoring tool. Cobalt is private capital's key to collecting, analyzing, and reporting on fund and portfolio company financial metrics. Private equity and venture capital funds use Cobalt's intuitive technology platform to gain critical operational efficiencies, address increasingly complex LP and management demands, and, ultimately, competitively position their firm. Cobalt tailors its portfolio monitoring, investor relations, and benchmarking analysis tools according to our clients' size and investment style to match their needs. Responsibilities Participate in the maintenance and support of the solution Participate in agile development process and ceremonies Participate in quality assurance activities Provide periodic project status updates to team lead/remote manager. Lead the development of features and enhancements across the platform Plan and execute large-scale projects in collaboration with other senior engineers Actively engage in the code review process to ensure quality and completeness Work closely with product and design teams to accurately scope and define projects and tickets Ensure the best possible performance, quality, and responsiveness of applications. Job Requirements Bachelor’s or master’s degree in computer science, or equivalent 2 - 6 years of experience building web applications Experience with Javascript/Python/C#,SQL is desirable Experience with JavaScript frameworks such as React or similar framework is desirable Experience with Python frameworks Flask/SQLAlchemy is desirable Ability to articulate and quickly adopt development best practices Ability to work as part of a geographically diverse team Good written and verbal communication skills Ability to build strong relationships and work with people at all levels to solve problems and overcome obstacles Willingness to work as a member of a team, including participating in peer code reviews and maintaining project and operational documentation. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Diversity: At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Show more Show less

Designation-Senior Associate Location-Gurgaon Responsibilities Supporting our clients on healthcare sector/ medtech and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 4-6 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work The candidate should have the ability to work independently and possesses the management/leadership skills to run the research on a day-to-day basis Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Word Show more Show less

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! What is the Senior Analyst - Investment Risk Performance responsible for? The primary function of this position is to analyze and provide commentary on portfolio performance, characteristics, weights, attribution and risk statistics. This position is a key liaison with other RISK teams as well as with key clients including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers as well as various compliance and legal teams #MID_SENIOR_LEVEL What are the ongoing responsibilities of Senior Analyst - Investment Risk Performance Position? Performance And Risk Analysis Review portfolio performance, attribution and risk by analyzing the accuracy and quality of the underlying data. Perform data validation, exception processing and security modeling to improve data coverage and to ensure accuracy of reporting. Provide commentary for performance, attribution and risk statistics. Identify and resolve complex data issues impacting performance, attribution and risk reports. Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date. Create and run non-standard reports and queries. Review accounts to ensure inclusion in the proper composite per GIPS and FT policies. Review automated validation controls and complete issue resolution process. Client Support Manage inflow, review and distribution of requests. Provide performance and investment risk consulting services to key clients. Respond to, both verbally and in writing, risk and performance questions from internal and external sources. Compliance Prepare and analyze risk and portfolio reports to ensure they meet regulatory and client requirements. Ensure department polices, procedures and processes adhere to current GIPS Performance Presentation Standards. Represent functional team and lead project activities. Remain current on performance related trends, topics and issues. What ideal qualifications, skills & experience would help someone to be successful? Education And Experience 4 or more years relevant work experience in the Mutual Fund/Financial Services Industry. Experience developing an effective portfolio and/or investment risk/performance management process. Advanced level understanding of statistical theory and/or financial instruments and markets. Experience using FactSet and other accounting, performance and attribution software. Additional Desirable Qualifications Bachelor's degree in finance, math or other quantitative discipline. MBA or Master's degree in finance, math or other quantitative discipline. Progress towards CFA, FRM or CIPM. Investment performance, investment operations or fund accounting experience. Experience communicating complex financial topics to highly and less technnical people. Programming skills in Python, SQL, PowerBI or another current language. Knowledge, Skills, And Abilities Advanced knowledge of Performance & Performance Attribution Advanced knowledge of statistical calculations Advanced knowledge of financial instruments and markets Knowledge of source systems for data and ability to verify for accuracy Excellent verbal and written communication skills Microsoft Office: Access: Intermediate Excel: Advanced Ability to work independently Ability to organize and prioritize workflow and to coordinate the work of others Ability to maintain updated knowledge of procedures, products and activities of assigned area Ability to perform multiple tasks in a fast-paced, team environment Problem Solving And Decision Making Recognizes and communicates potential issues impacting the organization Effectively applies consultation skills to solve problems independently. Makes decisions with limited impact on own work and possibly the work of others. Oversees the development of solutions to a variety of business issues and ensures the solutions are consistent with organizational objectives. Work is performed under general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives Physical Requirements Ability to hear and speak to employees and outside business associates on the phone and in person Ability to sit for long hours at a time Ability to see the letters and numbers on a personal computer screen and on memos, reports and other documents (near vision) Ability to read small print typically found in contracts (near vision) Requires moderate right and left hand coordination for the use of the typewriter and/or personal computer Ability to maintain a professional image Work Shift Timings – 11:00 AM – 8:00 PM IST Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Highlights Of Our Benefits Include Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) Annual recognition programme Volunteer services and paid time off for volunteering 12 weeks Paternity leave Located in the heart of Mumbai in the One International Centre, with spectacular views of the buzzing city Walking distance of 100 meters from Western/Central railway station, accessible by road and local rail from all parts of the city Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. Show more Show less

Hiring, Middle and Back Office Data Analyst (Senior Manager) with following skills and experience. 10+ years Data Analysis / Business Analysis Excellent knowledge of data life cycle that drives Middle and Back Office capabilities Snowflake - must Asset Management industry - must Technical Skills (Must Have): 10+yrs with minimum 5 years as a senior business/technical/data analyst adhering to agile methodology, delivering data solutions using industry leading data platforms such as Snowflake, State Street Alpha Data, Refinitiv Eikon, SimCorp Dimension, BlackRock Aladdin, FactSet etc. Excellent knowledge of data life cycle that drives Middle and Back Office capabilities such as trade execution, matching, confirmation, trade settlement, record keeping, accounting, fund & cash positions, custody, collaterals/margin movements, corporate actions , derivations and calculations such as holiday handling, portfolio turnover rates, funds of funds look through. Excellent hands-on SQL, Advanced Excel, Python, ML (optional)

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Job Description FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system. Job Responsibilities Data Management and Strategy Ensure current data is up to par with new collection standards. Analyze current processes and identify areas for improvement. Assist in the design, testing and implementation of new tools/processes for Data Collection. Supervise the new Transactions re-organization process, interact with the Operations team and identify areas of improvement (strategy and processes). Coordinate with the Operations teams (Transactions and Profiling) on the daily collection effort. Coordinate work and act as a liaison between Operations (Production team) and Content/Engineering. Participates in methodology-related calls/meetings to ensure current practices are kept within standards and changes are rolled-out and implemented properly. Data Expansion Assist manager with projects related to Content expansion including new data research, review of methodology and assist in creating the necessary tools and processes for new collection. Interact with the Product team on methodology enhancements and data expansion projects. Manage and supervise the Training and Methodology processes (including the interaction with the M&A Content team). Interact with the Project Manager (Agile) and engineering team lead on collection enhancement projects. Data Quality Design, assist Management with new Quality Control initiatives and participate in regular reviews of quality process. Identify and prepare initiatives for data clean ups. Conduct regular process audits and provide reports to manager. Provide progress release notes to the Management team. Job Requirements Content Solid background on Transactions (PE/VC and Mergers & Acquisitions industries) and understanding of the financial markets. Familiarity with the PE/VC and M&A workstation products. Proficient in the use of data entry tools (PE/VC and Deals applications. Personal skills Interpersonal skills and stakeholder management Managing the clients and stakeholders Analytical skills Identifying issues and root cause analysis Project management techniques Tool Enhancements and automation Financial knowledge FactSet Product/Process knowledge Workflow and process Management Communication skills (Verbal and Written) Effectively communication with all the stakeholders and clients Team Management capabilities New Hire Orientation At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law. Show more Show less

The MSCI Fixed Income Index Management Research Team is part of the MSCI Research & Development Group and is responsible for managing and enhancing all MSCI Fixed Income Index methodologies. This global team operates across multiple locations, including New York, Toronto, Mumbai, and Monterrey. The key responsibilities of the team include Creating, managing, and enhancing MSCI’s Global Fixed Income Index suite. Collaborating on the research and development of new index products while working with teams across Research, IT, Data, Product, and Coverage. Conducting index rebalancing and responding to client queries related to index methodologies. Handling key client interactions such as conducting index consultations and engaging in the creation and launch of new custom index products. Participating in projects related to Index Management Research, including proposing enhancements to existing index methodologies, processes, and applications. In this role, you will Take ownership of index methodology management and enhancement initiatives. Conduct index rebalancing activities and address client inquiries related to index methodologies. Solve or escalate complex cases to Senior Management when needed. Lead and guide other team members when necessary, demonstrating strong performance and leadership skills. Collaborate with internal stakeholders across Research, Data, IT, Sales and Product teams to support new index product development and launch. To be successful in this role, you should possess the following qualifications and skills Educational Background & Experience Bachelor’s degree in finance, econometrics, or a science/engineering field. CFA, FRM, MBA, or M.Sc. (with a finance major) is preferred. Minimum of 3 years of relevant work experience (e.g., fixed income research, investment management, portfolio management). Technical & Analytical Skills Strong understanding of fixed income analysis and investment processes. Familiarity with institutional investment practices and buy-side portfolio management concepts. Advanced proficiency in Microsoft Excel, SQL and Python. Familiarity with investment research and data vendors (e.g., Bloomberg, Factset, Refinitiv, ICE). Communication & Interpersonal Skills Fluency in English (reading, writing, and interpreting). Excellent interpersonal, communication, and presentation skills. What We Offer You Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com Show more Show less

This Position is Responsible for timely and accurate production and delivery of ESG/RI reporting. Which includes Report creation/generation and validation of various types of reports including manual reports. Maintain CPM queries related to RI reporting and working with Vermilion Reporting Suite. Be responsible for timely reporting and managing on time delivery of ESG/RI & TCFD reports. Understand the Vermilion Reporting Suite application and able to able to understand the features. Use data from a variety of sources to analyze complex business issues, as well as incorporating company and industry knowledge to answer business questions, identify issues, and recommend corrective courses of action. Understanding of data flow from various sources like Aladdin & FactSet. Monitor and resolve exceptions from RI Management supported business and technology systems, Perform assigned processes and reporting in accordance with policies, procedures and controls, meeting and/or exceeding established service levels. Required to consistently work towards anticipating, meeting and exceeding customers’ requirements whilst ensuring effective teamwork at all times. Accountable for proactive identification of risks/issues, developing well thought out solutions. Provide appropriate escalation when clients' expectations are at risk or cannot be met. Obtain appropriate approvals and alignments from stakeholders and leaders for exception processes. About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Timings (2:00p-10:30p) India Business Unit AWMPO AWMP&S President's Office Job Family Group Mutual Fund Operations Show more Show less

About The Opportunity Job Type: Permanent Application Deadline: 31 May 2025 Job Description Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Investnebt Research - Research Specialist Team and feel like you’re part of something bigger. About Your Team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About Your Role The job involves providing comprehensive research support to FIL’s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of Financials Sectors from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil’s advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience And Qualifications Required 2 to 5 years’ work experience in Investment Research Understanding of the Financials sub sectors companies’ equity research (Banks, Insurers-Life/Non-life, Asset Managers, Diversified Financials etc), including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master’s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. Show more Show less

About The Opportunity Job Type: Permanent Application Deadline: 30 May 2025 Job Description Title Associate Fund Analyst Department Investment Fund Analyst Team Location Gurgaon Reports To Senior Investment Specialist - Client Prop Asia Support India Level 2 We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investment Fund Analyst team and feel like you’re part of something bigger. About Your Team The Investment Fund Analysts team in India is an integral part of the Investment Directing teams for Systematic Investing based in London and Hong Kong. The Investment Fund Analysts in India work closely with the Investment Directors and Specialists in India and in overseas offices and the role involves supporting the Systematic Investment Directing team in generating baseline investment communication material for Systematic Fixed Income and Equity Funds. This includes market reviews, fund analysis/performance & strategy commentaries for client reports, and fund presentation updates – all aimed to help in asset gathering and asset retention. The role is integral to the successful functioning of each product franchise. About Your Role The Investment Fund Analysts will be required to update/produce sales materials such as standard product presentations in order to enable our distribution teams to provide their clients and prospects with an informed view of the investment process behind each fund, along with explanations of current fund performance and positioning. It will also be the responsibility of the individual to provide a quick and relevant response to client queries on funds using existing material or information sourced from elsewhere in the company. About You The individual would be part of the Investment Fund Analyst group supporting Systematic Investing business and responsible for providing written content for allocated Fidelity Funds for client reports, meeting documents etc. The person is also required to generate/update fund presentations as well as address fund or market-related queries from customers. The Fund Analyst would be responsible for generation and maintenance of baseline material on funds and supporting the production of other communication material. It will be a cross-asset role but with primary focus into Fixed Income. Key Responsibilities Generate written analysis for a range of funds – portfolio performance, strategy, trading activity – for monthly, quarterly, or semi-annual/annual reports Develop Fund presentations/Client presentations Ensure all standard content on products (RFP/RFI database, sales presentations) is produced on time and to appropriate quality Address ad hoc queries on funds and markets Participate in key franchise team meetings Extract data on funds and provide database/charts support to the London/Hong Kong team. Also present data in understandable format for sales and marketing teams Produce insightful commentaries and/or competitor analysis that can assist in retention and growth of assets Knowledge on ESG will be an added advantage Knowledge of databases like Bloomberg, Refinitiv Datastream, FactSet is an added advantage Prior experience of client reporting will be preferred primarily into Fixed Income markets Advanced Excel, MS Office skills a must Experience And Qualifications Required Master’s in Business Administration or equivalent desirable (preferable graduation in Economics, Commerce, Finance or Business Management) CFA qualification would be advantageous 3-5 years’ experience in research Strong writing skills and ability to deliver quality material to specifications and to deadline Proven analytical skills and competent at analysing Fund-related data Familiarity with databases like DataStream, Bloomberg, FactSet, Familiarity with working on excel and knowledge of developing excel macros will be advantageous Focussed on providing high level of customer service. Ability to think from a customer viewpoint and to understand the complexities of mutual fund portfolios Strong communication skills and ability to build strong working relationships with stakeholders based in global locations Proactive, willing to use initiative in keep abreast of developments in global economies and equity and fixed income markets Strong team player, enthusiastic, dedicated and self-motivated Excellent problem solving skills Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. Show more Show less

Responsibilities: Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Energy & Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG Preparing pitch books, information memorandums, industry studies, company profiles, company focused discussion documents related to various industries Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking etc. Meet project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Conducting analysis & performing quality control check of the outgoing reports / packs Other activities include structuring deliverables & developing new capabilities / new research products Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment Required Background Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Minimum 4-6 years of experience in the Investment banking space Strong statistical and analytical skills to assess the economic performance / analysis of companies and industries for clients The candidate should have the ability to work independently and possesses the management / leadership skills to run the research on a day-to-day basis Excellent written and spoken communication skills with experience in Client handling Working knowledge of databases such as Bloomberg, Capital IQ, Thomson Research, FactSet etc. Should be well versed with MS Office suite specially Microsoft Excel, Word and Power Point Show more Show less

About Us TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North America, Europe, and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs. About the Department Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial se rvices industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic vie w based on summarized data & information which is consumed at various levels and by finance professionals. Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the industry of finance. Responsibilities Assumed: Technical Understanding: o Experienced Finance professional with strong focus on Record-to-Report (R2R) and Procure-to-pay (P2P) function o Comprehensive understanding of General Accounting, GL, Month End Close, Divisional Accounting, Product Costing, Management Accounting, Cost Accounting, Vendor reconciliation, Vendor Payments, Invoice processing, P2P Cycle o Handle month-end close, journal entry process, FA transactions, balance sheet reconciliation, chart of accounts creation/ update and related tasks o Ability to deep dive and generate action-oriented reports for clients and suggest process improvement o Detailed understanding and ability to produce meaningful analysis and reports using proprietary and third-party software and databases (such as SAP, Netsuite, QuickBooks, Credit Lens, Pitchbook, FactSet, Cap IQ, etc.) designed to cater to the finance industry • Delivery Management: o Play a key role in managing delivery teams, driving growth and bring subject matter expertise to enhance our FPS services o Defining the scope of engagements, managing timelines, and ensuring timely delivery o Providing quality oversight on projects and document timely and continuous feedback for performance improvement o Proven ability of setting up new processes and establishing quality measures ensuring efficient and effective execution of all key aspects of client deliverables o Act as an escalation point for all R2R related issues raised by the client. Ensure fast resolution of these issues and find ways to prevent them from happening again o Ensuring strict adherence to Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) o Driving improvements in productivity and efficiency using appropriate efficiency metrics (KPI’s) o Six Sigma, LEAN, or project management certification would be an added advantage but not mandatory • Relationship Management: o Retaining and expanding existing client relationships by increasing integration o Experience of working with overseas clients preferable • Team Management and Leadership: o Experience of managing teams working with overseas clients on financial processes preferable o Delivering effective training programs to enhance the skills and knowledge of team members o Contributing to the overall operational strategy for FPS function and responsible for the implementation of the strategy within the team o Conflict resolution and maintaining professional and inclusive working environment o Goal setting and performance review of direct reports. Able to deliver timely and document-based performance feedback o Recruiting and retaining the highest quality talent into the team Prerequisites • Proficient with the English language and excellent communication and interpersonal skills • Sound knowledge of accounting concepts; well versed with financial terms • Proficient in MS Office, SAP, or any accounting-related ERPs • Commitment and ownership • Strong eye for detail, ability to multi-task, handle pressure, and deliver against demanding deadlines • Knowledge of automation tools desirable • Ability to manage cross-cultural boundaries Experience • An accounting professional with a minimum of 9-13 years of relevant work experience Education • Chartered Accountant (CA), CPA (US), ACCA (UK) Compensation • The compensation structure will be as per industry standard Show more Show less

Responsibilities Supporting our clients on healthcare sector/ medtech and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sectors Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 4-6 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work The candidate should have the ability to work independently and possesses the management/leadership skills to run the research on a day-to-day basis and apply his insights to client ideas Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge etc. Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Word Show more Show less

Company Description Amaris Consulting is an independent technology consulting firm with a global footprint, bringing together diverse talents from various backgrounds to deliver innovative solutions to clients worldwide. We are committed to excellence, collaboration, and consistently exceeding performance expectations across a wide range of industries. Our Client Our client is one of the world's leading investment banks, founded in the 19th century, offers a broad range of services, including investment banking, securities trading, and asset management. It specializes in advising on mergers, acquisitions, and capital-raising activities for major corporations and governments. Known for its strong presence in global financial markets, the firm provides market-making and trading services across various asset classes. It has earned a reputation for shaping the financial landscape on Wall Street and beyond. The organization is also committed to philanthropy and sustainability through its various initiatives and programs. Role Description We are currently looking for a Market Data Application Support Specialist to join our dynamic team. This role requires a proactive and technically skilled professional to support mission-critical applications and infrastructure for global market data systems. Eligible locations besides India are Japan, Singapore, Poland, Spain, Italy, France, Brazil, Costa Rica, Chile, Peru, Mexico. Key Responsibilities Perform pre-market checkouts of essential applications and infrastructure. Provide functional and content-level support for market data applications. Coordinate with internal developers and external vendors to escalate data content issues. Create and maintain runbooks, FAQs, and documentation for helpdesk support. Drive the incident management process for market data-related issues. Engage with end-users, vendors, and helpdesk teams to ensure timely resolution of problems. Required Qualifications 4–6 years of experience in application support or a related field. Proficiency in Windows-based environments , with a solid understanding of application configuration and troubleshooting. Experience in remote international support and working directly with vendors. Strong interpersonal and customer-facing communication skills . Fluent English is a must. Market Data support experience is required. Hands-on support experience with LSEG (Refinitiv), Bloomberg, FactSet, Datastream , or similar market data tools. Basic networking skills Preferred Qualifications Japanese language skills (good level) are a plus. Background in trading or market data desktop applications . Familiarity with scripting languages such as Perl, Python, or PowerShell is a plus. Knowledge of vendor data distribution platforms such as TREP, Elektron, Activ is a plus Financial industry experience , with an understanding of capital markets and multiple asset classes. Why Join Us? Work remotely from any of the listed countries. Be part of a global support team handling mission-critical systems. Gain exposure to a wide range of financial technologies and vendor platforms. Show more Show less

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Sr. Software Engineer ( SQL and AWS. ) About Factset FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for investment and corporate communities. As a publicly traded company (NYSE: FDS | NASDAQ: FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Department Brief: Our teams are focused on developing cutting-edge web applications that drive the business forward through innovative solutions. We leverage modern frontend and backend technologies to build scalable and highly performant web platforms. The challenge, scope, and versatility of this development work provide an exciting opportunity to make a significant impact on our products and client offerings. Join our dynamic team and contribute to building robust, reliable, and scalable web applications using VueJS, Node.js, and AWS. You will work on both internal and external client-facing applications that shape the user's experience and drive FactSet's growth through technological innovations. Job Responsibilities: Work on the Data Lake/DAM platform handling millions of documents annually. Focus on developing new features while supporting and maintaining existing systems, ensuring the platform's continuous improvement. Participate in weekly On Call support to address urgent queries and issues in common communication channels, ensuring operational reliability and user satisfaction. Create comprehensive design documents for major architectural changes and facilitate peer reviews to ensure quality and alignment with best practices. Collaborate with product managers and key stakeholders to thoroughly understand requirements and propose strategic solutions, leveraging cross-functional insights. Actively participate in technical discussions with principal engineers and architects to support proposed design solutions, fostering a collaborative engineering environment. Work effectively as part of a geographically diverse team, coordinating with other departments and offices for seamless project progression Job Requirements : Bachelor’s or master’s degree in computer science, Engineering, or a related field is required. 5-6 years of experience in software development, with a focus on Database systems handling & operations. Writing and optimizing complex SQL queries, stored procedures, views, triggers Developing and maintaining database schema and structures Creating ETL pipelines for data ingestion and transformation Troubleshooting data issues and performance bottlenecks Mentoring junior developers Proven experience working with APIs, ensuring robust connectivity and integration across the system. Working experience with AWS services such as Lambda, EC2, S3, and AWS Glue is beneficial for cloud-based operations and deployments. Strong analytical and problem-solving skills are critical for developing innovative solutions and optimizing existing platform components. Excellent collaborative and communication skills, enabling effective interaction with geographically diverse teams and key stakeholders. Capability to address system queries and provide weekly On Call support, ensuring system reliability and user satisfaction. Ability to prioritize and manage work effectively in a fast-paced environment, demonstrating self-direction and resourcefulness. Desired Skills: Deep RDBMS knowledge (e.g., SQL Server, Oracle, PostgreSQL) Strong T-SQL/PLSQL scripting Query tuning and performance optimization Data modelling and DWH concepts Often part of app development or analytics teams Stored procedures, functions, views, triggers Query optimization techniques Execution plan analysis Indexing strategies Partitioning and table optimization Logical and physical data modelling Normalization/denormalization Diversity: At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Return to Work: We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. Show more Show less