960 Financial Markets Jobs - Page 29

Join the JP Morgan Fund Services Trades Team, where precision meets innovation. Be part of a dynamic environment that values accuracy and compliance. Elevate your career by contributing to the seamless valuation of mutual fund clients. Job Summary As a Fund Servicing professional within the JP Morgan Fund Services Trades Team, you will oversee trade capture, validation and review of trades recorded in accounting books to ensure precise mutual fund valuation. You will be directly responsible for the production, review, and delivery of activities related to regulatory requirements and client reporting. Your role involves active participation in both NAV impacting activities and regulatory reports. Job Responsibilities Prepare day-to-day activities in accordance with SOPs and client deadlines. Self-review activities before handing them over to the reviewer. Analyze and raise queries on client accounting records, escalating issues as needed. Escalate concerns around anomalies that may result in audit findings. Assist in resolving team queries and act as a reference point for junior members. Liaise with partner sites for external deliveries and communicate status effectively. Interact with stakeholders to respond to accounting-related queries. Recognize and act on opportunities to improve processes and encourage team efficiency. Ensure adherence to risk and control checks, maintaining up-to-date SOPs. Liaise with the OCM team on issues requiring review. Complete end-of-day checklists and hygiene activities. Required Qualifications, Capabilities, and Skills Graduate in Commerce with 3+ years experience in Fund Services Trades or financial markets Work effectively within a team and build key internal relationships. Strong attention to detail and analytical review capabilities. Knowledge of Mutual Funds and NAV. Ability to work under pressure and meet tight deadlines. Implement change, seek efficiencies, and manage initiatives. Preferred Qualifications, Capabilities, and Skills Demonstrate analytical and prioritization skills, capable of making judgments. Possess excellent written and verbal communication skills. Exhibit excellent time management skills. Be result and target-oriented, self-motivated. . Adapt to dynamic environments and embrace continuous learning. Postgraduate knowledge in Finance/Accounting/Trade capture/Reconciliation is valuable.

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia. 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 Paraplanners role may be broken down into four key parts: A. Preparing and maintaining the client files software entries B. Understanding and analysing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the paraplanner to collect all the quantitative detailed information required to compile a financial plan. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with planner Identify and obtain the information necessary to compile financial cash flow forecast Compile draft net worth statement; income and expenditure statements and financial Cash flow forecast and discussion with planner. B. Understanding and analyzing the recommendations Identify areas for planning Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs Prepare information/comparisons for analysis. Complete current and future net worth and cash flow projection as per the recommendation. Prepare draft recommendation reports to be discussed/signed off by the planner. C. Implementing recommendations: Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies D. Review : Organise future planning meetings with clients as per the review period. Complete review packs in preparation for client meetings. Review investment portfolio, asset allocation, risk profile etc. Job timings : 7:30AM to 4:30PM(1st sat ,3rd Sat & 5th sat off) Salary : as per Industry standards.

Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impact on returns. Ensure the best standards of formatting, with an objective to present material in a clear and digestible format. Address any legal or compliance-related comments that arise during the review process. Prepare visually appealing and professional presentations, with investors readability and accessibility in mind. Ensure timely and accurate communication with clients, prospects, and consultants. Identify and implement efficiencies in the marketing materials process by continuously assessing areas for improvement. Any other ad hoc tasks.

Some careers have more impact than others. We are currently seeking an experienced professional to join our team in the role of Assistant Vice President, Model Risk Governance and Stewardship Principal responsibilities Supporting the setting of the firm s model risk policies and procedures. Supporting reviews to ensure policy is implemented effectively across businesses and functions. Producing and providing Model Risk Reporting on a regular basis. Supporting the development of appropriate training materials. Suggest enhancements to systems, tooling and/or working practices to improve efficiency. Prepare the related model risk governance reporting. Support the development of appropriate Model Risk Governance procedures, tools and management information. Work with colleagues in 1LOD(Line of Defense), 2LOD and 3LOD to deliver the broader set of Global Model Risk Governance deliverables. Contribute to management, regulatory, and external confidence in all models used across the group. Support the management of model risk across a large complex banking group. Support model risk whilst significant transformational activity is being implemented, both regionally and globally. Operate within a changing and rapidly developing regulatory environment. Continually support HSBCs approach to conduct and cultivate a positive risk aware culture, which is designed to ensure we deliver fair outcomes for our customers and do not disrupt the orderly and transparent operation of financial markets. Requirements Experience of model risk management, governance and/or model development / validation. Understanding of Risk Management Framework, Risk Controls is mandatory Experience of local regulators and regulations would be an advantage. Some knowledge and expertise of local market and HSBC s different business lines is preferable. 5-10 years of professional experience in risk management would be preferable. Experience to be able to identify and implement process improvements. Ability to develop strong networks with key stakeholders at all points in a matrix structure, creating an ability to execute task at hand with minimum conflict. Providing expert advice, robust challenge and managing risk and controls Strong written and oral communication skills. Attention to detail. Team-oriented mentality combined with ability to complete tasks independently to a high-quality standard. You ll achieve more at HSBC HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

Step into a dynamic role where your expertise in OTC derivatives valuation will shine. Collaborate with a global team to deliver precise valuations and innovative solutions. Elevate your career by engaging with diverse financial products and clients. Job Summary As an Analyst/Senior Analyst within the OTC Derivatives Valuation Control Group, you will provide independent valuation services for a variety of OTC derivative products. You will analyze daily valuations, articulate valuation movements, and foster strong client relationships. Your role will also involve resolving ad-hoc issues and supporting new product testing and client onboarding. Job Responsibilities Provide independent valuation services Produce and analyze daily valuations Establish strong client relationships Resolve ad-hoc valuation queries Support new product testing Assist with client onboarding Analyze valuation movements Collaborate with cross-asset teams Develop valuation expertise Enhance valuation processes Adapt to evolving role requirements Required Qualifications, Capabilities, and Skills Demonstrate OTC derivatives valuation knowledge Exhibit proactive problem-solving skills Perform well in fast-paced environments Utilize Bloomberg and Reuters platforms Hold or pursue advanced degrees Communicate effectively with clients Show curiosity towards financial markets Preferred Qualifications, Capabilities, and Skills Possess middle office or operations experience Apply mathematical expertise Adapt to complex financial products Engage in continuous learning Develop innovative solutions Strengthen client relationships Enhance analytical capabilities

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C Location-Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients Location : Calicut, Trivendrum, GOA, Delhi,Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. 16) Knowledge of Equity/ Stocks/ Shares - Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS, Insurance Location-Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,GOA, Delhi, Vadodra, Surat

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 1) Handling NRI Clients for Equity Broking 2) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 3) Experience in handling B2C Location: Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients Location : Calicut, Trivendrum, GOA, Delhi,Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodara

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients Location-Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai,Calicut, Trivendrum, GOA, Delhi

Business Unit: Compliance, Risk and Internal AuditReporting To: Senior Manager, Mumbai Performance, Reporting & ReconciliationShift: EMEA (1:30 pm - 10:30 pm IST) (India)About Russell Investments, Mumbai:Russell Investments is aleading outsourcedfinancial partnerand global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai. Joining the Mumbai office isan incredible opportunity to work closely with global stakeholders to support thetechnologyand infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visithttps: / / www.russellinvestments.com. Job Description: Graduate Trainee/Apprenticeship - Performance & Reporting Apprenticeship is a 12-month program that will provide a comprehensive learning experience, blending theoretical knowledge with on-the-job training. Over the 12-month period, apprentices at Russell Investments will gain valuable exposure to industry while developing essential soft skills and acclimating to a professional corporate environment. Eligibility Should not be self-employed Should not be enrolled under other government-funded programs Should not be practicing professionally at the time of application Should not be registered on EPF/ ESIC Portal Apprentices who enroll should have their Aadhaar seeded with their personal mobile number and personal email address. This is a mandate. Key Responsibilities Fundamental knowledge of Financial Instruments, Financial Markets. Ability to understand Investment Accounting systems, Operations data to identify and resolve data issues or Performance anomolies. Collaborate across the Global Performance & Reporting Team to gather needed data and ensure delivery of accurate and timely reporting collateral. Solid comprehension of investment concepts and asset classes. Candidate Requirements Bachelor / masters degree with emphasis on Economics, Finance, Mathematics, Statistics or related subject. Basic Knowledge about Financial Instruments, Financial Markets and Type of ROR. Knowledge of commonly used financial dimensions Ability to communicate with global team members to source data and establish new processes for report maintenance Proficient in MS Office tools like Excel, PowerPoint. Strong interpersonal, oral, and written communication and collaboration skills with all levels of management Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. To know more about Russell Investments visit us at: https://russellinvestments.com

Overview Position Overview MSCI Climate Data team provides high quality and differentiated data across multi asset class for construction of MSCI’s products such as Equity Indexes, Risk Models and ESG Ratings. The Data analyst will be responsible for 1) managing the content and data sets related to companies within the domains of Utilities and Energy industries that are mainly used by MSCI’s ESG business , 2) leading the data methodology enhancements and discussions with Internal committees as well as with external clients. The candidate is expected to be familiar with facets of the Power/ Energy industry and has a general knowledge about emerging Sustainability data trends and new accounting regulations and governing standards. Responsibilities Your key responsibilities Deliver fact-based and data supported decision making for appropriate implementation and recommendation to Key stakeholders Analysis of the company level data points and metrics from consolidated financial statements of companies, Annual reports, CSR reports, etc. Procuring and processing information about globally listed companies such as: Using multiple sources: lengthy annual reports, CSR reports, websites, quantitative data feeds, web crawlers Types of information: quantitative data, key performance indicators Topics or subject matters: traditional financial risk, corporate governance and sustainability Types of analysis: rules-based, subjective analysis, written summaries Interpret data methodologies and ensure data is delivered as per standard guidelines Capturing and transforming raw data into meaningful information on company’s exposures Work closely with Internal committees as well as MSCI ESG Researchers to propose changes to the data methodologies to align it as per industry trends Lead the discussions with external clients. Establish, review, and monitor production processes, including the management of 3rd-party providers & vendor escalations Develop KPIs to measure platform usage and quality standards and to identify areas to target for improvement Qualifications Minimum 3 - 5 years of relevant working experience (Industry type: Utilities sector -namely, Transmission/Distribution/Generation of Energy) Bachelors or Masters degree in Power Management Knowledge on equities, fixed income or financial markets in general will be an added advantage Strong analytical skills, ability to quickly process large amounts of data and information Ability to motivate, mentor, and develop team members. Strong and effective communication and presentation skills. Good working knowledge of Microsoft Office applications (Excel, Word, Power Point, etc.) Basic knowledge of data visualization applications such as Power BI/Tableau and Python/SQL 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

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Managing external agencies and influencers to ensure seamless collaboration aligned with organizational goals. Identifying opportunities for market expansion, driving brand promotion, visibility, and value creation while crafting compelling product presentations and client communications. Cultivating and leveraging existing media relationships, actively forging new contacts within the business media. Coordinating with PR agencies to flawlessly execute predefined targets and adeptly managing crisis communication strategies to safeguard the organization s reputation. Building and optimizing websites for enhanced online visibility and reach through Search Engine Optimization. Spearheading marketing and product initiatives for the Capital business, orchestrating impactful speaker opportunities and meticulously managing monthly, quarterly, and annual budgets for the marketing department. Successfully secured high-visibility executive speaker opportunities, significantly boosting brand awareness and recognition in the industry. Implemented effective crisis communication strategies, averting potential damage to the organization s reputation. Led marketing campaigns that strengthened the brand image and contributed substantial business revenue growth. Partnered with Media and Industry Bodies for sponsorship Opportunities to create awareness among HNI and UHNI investors.

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. istributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in research skills with deep understanding of financial markets. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Conduct in-depth research and analysis of publicly traded companies across assigned sectors. Develop financial models and projections to assess companies financial performance, valuation, and growth potential. Prepare detailed research reports, including investment theses, forecasts, and valuations. Monitor industry and economic trends, regulatory changes, and company news affecting the equity markets. Make recommendations for buy, hold, or sell based on quantitative and qualitative analyses. Engage with management teams, industry experts, and attend company meetings, conferences, and other events as required. Collaborate with portfolio managers and other research analysts to support investment strategies. Stay updated on relevant news, earnings reports, and other factors that influence equity prices.

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Consistently engaging with corporate entities, family offices, and Ultra High Net Worth Individuals (UHNIs), providing timely updates on product portfolios and performance, while also conducting reviews of current investments. Continuously seeking out new clients and facilitating their onboarding process. Facilitating the active involvement of clients in interactions with Fund Managers. Organizing client sessions with senior management and the fund management team. Establishing connections within the industry to stay informed about relevant business advancements. Regularly disseminating articles to clients pertaining to equity market insights and developments

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

Quant Developer (Position # #3001_QA_FI ) Location Gurugram, India Share Position Summary Do you have strong analytical instincts and a deep interest in global financial markets. Are you excited by the challenge of interpreting volatility, pricing dynamics, and real-time market behavior. If so, We are seeking a Quantitative Developer to join our dynamic team and collaborate with market analysts to innovate and create actionable strategies in a fast-paced, high-stakes environment. If you re passionate about coding, problem-solving, and the exciting world of finance, this is the opportunity to make an impact (and reap the rewards). Job Profile Develop and Optimize Systems based strategy : Build and refine low/medium-latency strategies in C++ and .net framework to maintain a competitive edge in the markets. Collaborate with Market Analysts: Work closely with market analysts and developers to translate complex market data into profitable strategies. Enhance and becktest Algorithmic Strategies: Contribute to the design, development, and optimization of algorithmic trading strategies with a focus on performance and scalability. Requirements Education Qualifications Educational Background: Degree in Engineering, Mathematics, Finance, or a related field. Work Experience Minimum 1+ years of relevant experience, preferably in finance or a related industry. Skill Set Proficiency in C# (preferred) or .net, Python, C++. Advanced Excel skills and experience with statistics. Familiarity with low-latency trading systems and performance optimization techniques. Location: Gurgaon, Haryana Job Type: Full-Time Date of Joining: Immediate How to Apply: Ready to take your next career stepApply now by filling out the application form and join the Futures First team! For any questions, feel free to reach out. We re looking forward to welcoming you to our innovative and rewarding environment!

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across twelve offices. Job Description The Private Markets team at Third Bridge supports European and North American Private Equity funds with their primary research needs by leveraging a portfolio of services content available. You will join our content team based in Mumbai, whose aim is to build the worlds most extensive content library for PE/VC-backed companies across the US and Europe. Our content will allow investors in private markets to identify, track and research investment opportunities. Reporting to the Private Markets Quality Excellence Manager, you will be responsible for ensuring we deliver our commitment to producing high-quality content to institutional investment clients globally. This is an amazing opportunity to develop editorial and quality control skills, honing your business acumen and financial markets knowledge and understanding, and being part of a global, dynamic and entrepreneurial team. The successful candidate will show an ability to understand and assess content accuracy, while being informative and grammatically astute. Responsibilities: Review Primer interviews and Tearsheets covering a variety of sectors, ensuring they consistently adhere to Third Bridge s Style Guide. This will include minor editing and suggesting relevant changes, balancing tone, concision, and ensuring an appropriate level of context/detail has been provided. Grade Primers and Tearsheets by following a consistent, thorough and fair scoring system that aligns with client quality standards Use external research platforms and news sources to verify content accuracy or identify discrepancies and coordinate with the content production team if further specialist clarification is needed. Collaborate with the compliance team to escalate content for compliance review and act as a first line of defence in identifying potential compliance issues and/or breaches. Provide continual feedback to the Content Creation Team to ensure we continue to high-quality content Ensure accuracy of tags to ensure content can be easily searched and consumed by our clients Be reactive to content and turn around coverage to strict daily deadlines Collaborate with internal stakeholders globally, including the Interviewer, Compliance, and Operations teams, to ensure all content is of the highest standard A successful candidate will: Be passionate about building a new product Have the ability to think and review Third Bridge content from the point for view of an investor Have prior experience in researching and summarising content Have experience in dealing with written reports dedicated to the investment space Have a strong entrepreneurial drive and desire to develop the Third Bridge s products Be a results-driven team player who is able to effectively manage their time while maintaining a positive and can-do attitude Flexible to work different time zones as per business requirements Be able to thrive in a hybrid (remote and in-office) environments Qualifications Bachelor s or Masters degree 1-4 years of experience in the financial services industry Prior experience using external databases such as PitchBook is preferred Outstanding grasp of editorial and grammatical principles Highly developed attention to detail and researching skills Proficient in English Demonstrable interest in content that covers various sectors and financial markets Eligible to work in Mumbai without requiring sponsorship now or in the future Additional information Additional Information Why work for us What can you expect: Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Hybrid work options, Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Snacks Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application

Responsibilities include writing efficient, scalable code, integrating user-facing elements, and working with data storage solutions. Strong knowledge of Python frameworks (Django/Flask), APIs, and databases is required. Agile experience a plus. Required Candidate profile Candidates with experience in the BFSI sector or financial markets domain will be preferred.