4 Investment Industry Jobs

As an experienced and dynamic Executive Assistant and Relationship Manager, you will be supporting our CEO in the banking or investment industry. With over 10 years of relevant experience, you will be responsible for managing schedules, meetings, and calls with US-based clients and stakeholders. Your exceptional communication skills will be crucial in coordinating and facilitating interactions between the CEO and internal/external parties. Your key responsibilities will include managing the CEO's calendar, organizing meeting agendas, handling confidential information discreetly, and assisting in report and presentation preparation. Building and nurturing strong relationships with clients, partners, and key contacts will also be a significant part of your role. During meetings, your administrative support will involve taking minutes and tracking action items to ensure the CEO's preparedness for engagements. To excel in this role, you must possess a minimum of 10 years of industry experience, proven executive assistant capabilities, exceptional organizational skills, and proficiency in Microsoft Office Suite. Your ability to adapt to US communication styles, work independently, and maintain a high level of professionalism and confidentiality will be essential. Flexibility to work in US time zones and familiarity with CRM software and project management tools are preferred. In return, we offer a competitive salary with performance-based bonuses, flexible working hours, and the opportunity to collaborate with a dynamic team. Professional development opportunities and benefits such as health insurance, leave encashment, work from home options, and a yearly bonus are part of the package. If you have previous experience in a CEO/MD support role, a Master's degree, and high proficiency in verbal communication with a US accent, we encourage you to apply for this full-time, permanent position with overnight shift availability.,

The successful candidate will join the Middle Office team as a VP Middle Office and will closely work with Client Service Managers based in Europe, Singapore, and US regions in connection with the performance of duties related to the Middle Office Reconciliation process. You should have around 12 plus years of relevant experience in Hedge/Mutual Funds reconciliation and Break resolution, along with good knowledge of Financial products. The position reports to SVP Middle Office. Key Duties And Responsibilities - Planning, scheduling, and managing the daily workflows of all client deliverables within the team. - Reviewing and preparing Middle Office Reconciliations on a daily/monthly basis. - Preparing Cash/Position/Market Value Reconciliations and resolving breaks, notifying Clients/CSMs of valid breaks. - Reviewing corporate actions booked in the system and ensuring correct reflection in the books. Dividends/Interest Reconciliation with Broker reports. - Independently pricing Investment positions on a daily & monthly basis. - Accruing/amortizing daily or monthly non-security related Fee accruals. - Reviewing the PNL before delivering the report to the client. - Processing non-automated transactions including OTC derivatives and their related cash movements. - Effectively communicating with clients on daily reporting of Reconciliation/Query resolutions. - Checking that all OTC products traded by the client have been booked correctly. - Supporting operations on projects related to Automations/Work migrations/Conversions, etc. - Supporting global changes in Key operating procedures and implementation. - Coordinating with Internal/External Stakeholders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers, and Clients. - Monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required - Experience working with an investment management or finance-related firm. - Experience in Fund Accounting area, especially on FX or PNL. - Good knowledge of the investment industry with a minimum of 12 years of experience. - M.com/CA/MBA Finance/CFA qualification. - Familiarity with Calypso/Paxus is a major plus. - Ability to think critically and objectively. - Experience with reconciliation and break resolution with demonstrated attention to detail, accuracy, analytical, technical, organizational, and problem-solving skills. - Proficiency in advanced Excel functions. - Excellent communication and interpersonal skills. - Willingness to work additional hours as needed. - Team management skills. - Performance appraisal experience. - People growth and development skills. Qualification And Experience - Postgraduate in Commerce, MBA Finance, CA/CMA/CFA. - 13-16 years of experience in Middle Office & Hedge/Mutual Fund reconciliation and break resolution experience. What You Will Get In Return - A unique opportunity to be part of an expanding large global business. - Exposure to all aspects of the business, cross-jurisdiction, and working directly with senior management. Additional Information We measure our success as a business not only by delivering great products and services and continually increasing our assets under administration and market share but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR), please visit our CSR policy page. Website address: https://theapexgroup.com,

Job Description: As an Assistant Content Manager at Equentis - Research & Ranking, a SEBI-registered investment advisory firm, located in Mumbai, you will play a vital role in managing and creating content to support our mission of helping individuals build wealth in the stock market over the long term. Your responsibilities will include writing, editing, and maintaining high-quality content such as articles, blog posts, and marketing materials. You will leverage your expertise in content management, content creation, and copywriting to implement effective content strategies that drive engagement and increase traffic to our platforms. To excel in this role, you must possess strong editorial skills with meticulous attention to detail. Understanding and experience with SEO best practices and digital content strategies will be essential in optimizing the reach and impact of the content you create. Proficiency in CMS platforms and content management tools is required to effectively manage and publish content across various channels. Additionally, excellent communication and interpersonal skills are crucial for collaborating with team members and stakeholders. This position demands the ability to work efficiently in a fast-paced environment while meeting deadlines consistently. While prior knowledge of the finance or investment industry is preferred, a Bachelor's degree in Marketing, Communications, Journalism, or a related field will be beneficial in fulfilling the responsibilities of this role effectively. By being a part of our team, you will contribute to the creation of valuable content that resonates with our audience and supports our goal of helping individuals create generational wealth through informed investment decisions. Join us at Equentis - Research & Ranking and be a part of a dynamic team dedicated to providing personalized stock recommendations driven by AI algorithms and comprehensive research tailored to individual goals and risk appetite. Visit our website at www.equentis.com/researchandranking to learn more about us and the opportunities we offer for career growth and development.,

You will be responsible for ensuring that all task procedures are followed by the team on an ongoing basis. It is crucial to maintain and update procedures in line with internal policy or regulation changes. Building and maintaining relationships with internal teams across different locations is essential. Supporting the development of an efficient operating model, particularly in establishing controls for the India hub, will be a key focus. Responding promptly to inquiries, proactively addressing issues, and striving for exceptional customer service are important aspects of the role. This includes providing assistance to clients, depositories, and other key contacts. Identifying instances of non-compliance, escalating to senior management and the Compliance Department, and resolving them efficiently are vital responsibilities. Conducting regular staff training, maintaining competence standards through one-on-one sessions and team meetings, and staying updated on the investment industry are crucial. Developing a deep understanding of processes and the department will be expected, along with representing the Department/Organization in various forums. You will assist in responding to reviews/audits and Compliance Visits, championing change initiatives, and identifying and addressing emerging risks within the departmental risk register. Ensuring operational controls align with business policies, conducting periodic assessments of internal controls, and implementing actions for improvement within agreed timelines are key duties. Creating and maintaining KPIs and performance dashboards, collaborating with the HR department in the hiring process, monitoring FTE utilization, and reporting variances to senior management are important tasks. As a mentor, you will support Team Leaders or colleagues, motivate the team to enhance talent retention and foster a positive work culture. Effective communication, attention to detail, prioritization, time management, teamwork, and self-improvement are essential human skills required for this role. Providing constructive feedback to the team, meeting tight deadlines, understanding industry impacts, and taking ownership of responsibilities are key attributes. Your role will involve assisting with query handling, quality error analysis, identifying root causes, and providing solutions to close gaps. Additionally, preparing periodic reports on team performance for Senior Management will be part of your responsibilities. The ideal candidate should hold a Bachelor's or Master's Degree in Business, Finance, or Banking from a reputable College/University. A Management degree would be advantageous. Proficiency in Microsoft Office and over 10 years of experience in the Fund Industry, including at least 4 years in a managerial role, are required qualifications. The work timings for this position are EMEA business hours.,