8512 Investment Banking Jobs - Page 8

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 revenu...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred indu...

Loan Settlements Process Overview* Trade Support Trade Support Team is responsible for Bookings, Confirmation & Settlement of Bonds and Term Loans Products. Team is responsible for multiple activities for Middle office and Back-office operations. Team support settlement Activities for DTC, FED, Euroclear, CEDEL Market, ClearPar for Term Loan. Trade Support closely work with Data Governance and Asset Servicing Team. Also Responsible Post settlements activities such as Failed Trades and Claims Management, Also ensuring Timely matching of unconfirmed Trades from Previous business day. Job Description* This role is primarily responsible for managing end to end trade Support activities e.g. Trade...

Job Title: Application Support Analyst Hiportfolio & pControl Location: Chennai Experience: 2 5 Years Employment Type: Full-time | Work from Office Job Description: We are seeking an Application Support Analyst with expertise in Hiportfolio and pControl fund accounting applications . The candidate will be responsible for functional and technical production support, incident management, and client interaction for fund accounting operations. Responsibilities First/second level functional support for Hiportfolio & pControl. Act as POC for functional queries from business and clients . Troubleshoot and resolve issues related to NAV, pricing, and reconciliation. Perform incident, request, change,...

Job Description banker is an individual who advises their clients with regard to financial Duties concerning savings, loans, taxes, investments are all within the job realm of a banker. Bank Name :State Street Bank Age should below 25years Required Candidate profile he banker will provide financial assistance to the client in accordance with their required needs Banking Operation

Business Analyst with strong SQL and data analysis capabilities to support financial/ investment/ banking and mutual funds (BFSI) operations and reporting initiatives. The ideal candidate will have a solid background in the investment or mutual fund industry, and a proven ability to work with large datasets to drive strategic business decisions. Key Responsibilities: Develop and execute complex SQL queries to analyze investment performance, risk exposure, and fund flows. Partner with investment teams, operations, and technology to gather requirements and design analytical solutions. Design dashboards and reports to support compliance, risk, and financial reporting functions. Ensure data inte...

We are looking for an experienced Business Analyst with deep domain expertise in Corporate Actions to join our team. The ideal candidate will have a strong understanding of corporate action events, securities processing, and post-trade operations. You will collaborate with stakeholders, including business users, IT teams, and vendors, to analyze requirements, define solutions, and ensure seamless implementation of processes and systems. Key Responsibilities: Analyze and document business requirements related to Corporate Actions (Mandatory & Voluntary events, Dividends, Mergers, Splits, etc.) and securities processing. Work closely with stakeholders to understand pain points, propose solutio...

Role Overview: As the Assistant Vice President - Fundraising at Sigmavalue, you will have the exciting opportunity to lead capital raising efforts for real estate investment opportunities. Sigmavalue, an AI-powered PropTech platform, is dedicated to revolutionizing real estate decision-making through innovative technology solutions. Your role involves spearheading fundraising efforts from various financial entities such as HNIs, family offices, fund houses, NBFCs, and private equity firms to support the company's expansion. Key Responsibilities: - Lead fundraising initiatives for project and PropTech capital - Structure investment proposals and prepare financial models and investment decks -...

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...

Role Overview: As a Senior Capital Market Business Analyst at Oracle FSGIU - Finergy, you will be responsible for analyzing business processes, supporting system enhancements, and ensuring the quality of asset management solutions through effective testing. Your role will involve collaborating with asset management teams, developing and executing test plans, writing and executing SQL queries, and acting as a liaison between stakeholders. Additionally, you will be involved in project support, documentation, reporting, and continuous improvement efforts. Key Responsibilities: - Collaborate with asset management teams to understand business processes, identify pain points, and propose improveme...

As a Business Development & Client Relationship Manager at Sharp Advisors, you will play a crucial role in driving revenue growth, fostering strategic partnerships, and expanding our client base. Your responsibilities will include: - Identifying new business opportunities - Nurturing long-term client relationships - Managing key accounts - Maximizing sales and revenue through effective business development strategies - Developing strategic alliances - Engaging in consultative selling - Collaborating with internal teams - Analyzing market trends - Negotiating contracts efficiently To excel in this role, you should hold a Bachelors or Masters degree in Business Administration, Finance, Economi...

Who we are looking for At least 3+ years of experience in (Investment Banking) Hedge Fund/ Capital markets/ Fund Accounting along with Reconciliation & Resolution teams for both Cash and Position Experience in Investment Banking and AMC's handling Fund Accounting operations preferred Understanding of Investment Manager and Custody business will be a plus Sound Knowledge on Capital markets and trade flow is required. Knowledge on Derivative products. Good knowledge upstream and downstream process is required - Knowledge on NAV/Custody processes. Knowledge on Geneva application will be an added advantage What you will be responsible for Daily Cash and Position Reconciliation between fund and B...

Job Description Who we are looking for At least 3+ years of experience in (Investment Banking) Hedge Fund/ Capital markets/ Fund Accounting along with Reconciliation & Resolution teams for both Cash and Position Experience in Investment Banking and AMC's handling Fund Accounting operations preferred Understanding of Investment Manager and Custody business will be a plus Sound Knowledge on Capital markets and trade flow is required. Knowledge on Derivative products. Good knowledge upstream and downstream process is required - Knowledge on NAV/Custody processes. Knowledge on Geneva application will be an added advantage What you will be responsible for Daily Cash and Position Reconciliation be...

Who we are looking for At least 4+ years of experience in (Investment Banking) Hedge Fund/ Capital markets/ Fund Accounting along with Reconciliation & Resolution teams for both Cash and Position Experience in Investment Banking and AMC's handling Fund Accounting operations preferred Understanding of Investment Manager and Custody business will be a plus Sound Knowledge on Capital markets and trade flow is required. Knowledge on Derivative products. Good knowledge upstream and downstream process is required - Knowledge on NAV/Custody processes. Knowledge on Geneva application will be an added advantage What you will be responsible for Daily Cash and Position Reconciliation between fund and B...

As an Assistant Vice President in Liquidity Transformation at Barclays, your role will involve specific analysis, design, and oversight of initiatives within the Finance Transformation program. You will be hands-on in supporting transformation activities to ensure alignment with finance architecture strategy. At Barclays, you will actively create the future, not just anticipate it. **Key Responsibilities:** - Functional Design: Support options analysis and recommendations in collaboration with Line SMEs. - Data Analysis/Modelling/Governance: Design conceptual data model and governance requirements as per GDMS standards. - End-to-End Process & Controls: Develop target process, controls design...

As an FX IT Java Engineer at Barclays, you will spearhead the evolution of the digital landscape, driving innovation and excellence. You will use cutting-edge technology to revolutionize digital offerings, ensuring unparalleled customer experiences. **Key Responsibilities:** - Design, develop, and improve software using various engineering methodologies to provide business, platform, and technology capabilities for customers and colleagues. - Develop and deliver high-quality software solutions using industry-aligned programming languages, frameworks, and tools. - Collaborate with product managers, designers, and engineers to define software requirements and ensure alignment with business obj...

Role Overview: You will be joining Getfive Assets Advisors Pvt Ltd. (GAAPL), a SEBI registered CAT 1 fund, with a group company that operates as a merchant banking firm in Mumbai & Ahmedabad. As a Finance Manager for AIF & merchant banking in Ahmedabad, you will report directly to the Managing Director/Fund Manager. Key Responsibilities: - Calculate income and expenditure for the fund on a monthly/quarterly/annually basis - Determine the NAV monthly - Provide inputs to fund analysts for report preparation - Calculate tax liabilities for the fund and investors - Collaborate with auditors and fund accounting firms - Prepare P&L and balance sheets for both the fund and the merchant banking/inve...

As a Project Manager within our firm, you will be responsible for defining, refining, and delivering set goals, interpreting and understanding legal documents, reviewing complex approval packages, and managing team performance to exceed business expectations. Your role will also involve mentoring team members, managing resources across multiple projects, ensuring compliance with procedures and policies, and maintaining quality control of processes. Effective communication, stakeholder management, preparing KPIs and KRIs, and maintaining quality control will be key aspects of your daily tasks. Key Responsibilities: - Interpret and understand legal documents related to underwriting, ensuring c...

Job Description Manager Experience: 2 years Qualification: B. Com/MBA preferred Location: Mumbai (Work from Office) About MergerBay MergerBay is a fast-growing platform connecting SMEs, startups, and investors for M&A, fundraising, and strategic partnerships. We are building a trusted ecosystem that enables businesses to discover opportunities and unlock growth. Role Overview We are looking for a proactive and relationship-driven Manager to lead client acquisition and engagement efforts. The ideal candidate will have strong networks with SMEs, the ability to identify potential M&A targets, and experience in onboarding clients to business platforms. Key Responsibilities Build and maintain str...

As a Senior Director in the Credit Risk Review Group (CRRG), your primary responsibility is to review and approve credit analysis conducted by junior team members. You will also independently conduct end-to-end reviews of individual exposures when necessary. Your role involves presenting analysis to senior management and peers, providing independent and contrasting views, and leading credit reviews and projects assigned within the CRRG Annual Plan. Additionally, you will support the Head of CRRG in plan development, work with co-Directors on credit review methodologies, and engage in reviews outside of corporate credit. Interface with regulators, manage portfolio monitoring, maintain stakeho...

Role Overview: As the Head of Merger & Acquisitions and Strategy at the global company specializing in automotive wiring harnesses, electronic sensors, and mechatronic systems, you will be instrumental in driving inorganic growth initiatives on a global scale and shaping the long-term business strategy. Your primary focus will be on identifying, evaluating, and executing acquisitions, joint ventures, and strategic partnerships that are in line with the company's vision of becoming a leading technology-driven supplier in the automotive industry. Key Responsibilities: - Lead strategic planning and deal origination by identifying sectors, geographies, and technologies that align with strategic ...