7 Investment Instruments Jobs

We are seeking an experienced Investment Banker professional to become a valuable addition to our team. Your main task will be to convert potential leads into business opportunities, manage relationships with investors efficiently, and provide support for financial communication strategies. Your role will be crucial in establishing and nurturing positive connections with both high-net-worth individuals and institutional investors. Your responsibilities will include converting potential investor leads into successful business relationships by cultivating strong, trust-based connections. You will be responsible for conveying financial performance, market trends, and business updates to investors, as well as addressing investor inquiries and maintaining consistent communication to foster long-term relationships. Collaboration with internal teams to ensure the effective fulfillment of investor needs will also be part of your role. You will be expected to monitor investor feedback and provide insightful reports to the management team, while staying informed on industry trends, market dynamics, and the financial landscape to enhance investor relations. Qualifications: - Possession of a postgraduate degree in Finance, Business, Economics, or a related field. - Demonstrated experience in investor relations, financial services, or a related industry. - Profound understanding of financial statements, capital markets, and investment principles. - Strong communication and interpersonal skills, with the ability to effectively present complex financial information. - Capability to convert leads into tangible business opportunities. - Strong analytical and problem-solving skills. Preferred Skills: - Experience in client engagement and lead generation. - Familiarity with investment instruments, market trends, and financial compliance. - Good understanding of share market trends. - Previous experience in client communication and client handling. Preferred Certificates: - NISM Series-XV: Research Analyst Certification - NISM Series XIX-C: Alternative Investment Fund Managers Certification - NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification,

As a Data Metrics and KPIs Operation Support Associate within the Global Vendor Management team at JPMorgan Chase & Co., you will play a crucial role in developing, maintaining, and reporting KPIs/Metrics for data vendors on a daily, monthly, and quarterly basis. Your responsibilities will include managing an issue tracker for vendor-related incidents, conducting root cause analysis, and implementing preventive measures and controls to avoid incident reoccurrence. You will be expected to prepare monthly executive summaries and newsletters, ensure clarity and maintenance of roles and responsibilities, and establish vendor contingency processes for outage scenarios. Monitoring vendor and market event notifications for service-impacting changes will also be a part of your role, as well as providing support for vendor incidents and reporting to the Project Management Office. In this position, your expertise and guidance on the market data industry and data behaviors will be instrumental in identifying, resolving, and correctly categorizing incidents quickly. You will need to define and track operational level agreements, influence formal service agreements, and conduct service review meetings to resolve queries and maintain strong internal relationships. To excel in this role, you should have a minimum of 8 years of related experience and demonstrate strong proficiency with Tableau and Alteryx. Additionally, experience with SQL and Access DB, strong analytical and problem-solving skills, and attention to detail are essential. Understanding of third-party/vendor management, asset pricing, and investment instruments is required, along with effective communication skills within a team and across departments. You should be able to manage your own workload with minimal supervision, be self-motivated and proactive, and leverage your experience with Microsoft Office products. Maintaining a good understanding of JPMorgan businesses and adopting a risk-based mindset to drive efficiency and controls will be key to your success in this role.,

Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description Banking Operations is a strategic Avaloq service line, which provides Banking Operations outsourcing services to Banks. We are organised as a Global Business Area, running state of the art back-office services with industry-leading automation, quality and risk standards. We are experts in providing value added services to our clients and are always looking to add creative and client-oriented personalities with drive and passion to our team. You will be part of a global division located in 4 different regions (Germany in Berlin and Dsseldorf, Switzerland in Zrich and Bioggio, Singapore and Pune), which is responsible for managing Corporate Action business and processes (Announcements, Instructions and Payments). We are looking for someone to join our Asset Servicing team to handle the identification and creation of corporate events in Avaloq Core Banking System. You will ensure authorised decisions are received from our clients and be responsible for the generation and execution of Corporate Action instructions to custodians and other third-party contacts. Additionally, you will be responsible for the timely and accurate update of Corporate Action movements. You will thrive in a fast-paced environment with an emphasis on meeting tight deadlines. A strong interest in learning and harnessing technology will help you with your role in the organisation. Your key tasks Prepare timely notifications to clients about upcoming events and their impact on clients' assets accounts and act on client elections accurately by acceptance deadline Act as a checker and validator for all the activities performed by the team members Process, book and control all kinds of corporate actions and income collections Responsible for performing mandatory and voluntary corporate action-related custody and accounting processing requirements, such as dividend payments, reorganisation, bond redemption, etc. Ensure key criteria and in-scope events for all transaction activity has been identified and actioned Investigate and resolve stock and cash breaks arising from event bookings all along adhering to established quality control measures and procedures Close collaboration with internal stakeholders, clients and custodians to ensure that all corporate action events are properly addressed and booked Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub-custodians and/or custodians Manage and meet all deadlines by keeping up to date with the progress of events Ensure procedures and controls are fully adhered to Escalate potential problems before they become a risk Assist with ad hoc and scheduled projects as required Assist with system testing as required Perform other duties and responsibilities as assigned Act as trainer for new joiners and ensure that the learning objectives are reached Qualifications A strong team player, who is able to develop and manage strong working relationships with global internal departments and external counterparties Effective prioritisation and time management skills Proven ability to multi-task and operate within a team and independently with limited supervision Excellent analytical skills with attention to detail Proficient in Microsoft Office, with aptitude to learn new software and systems Creative and innovative mindset, with the ability to generate and implement ideas that enhance efficiency, quality, and risk mitigation Familiarity with financial markets and investment instruments Ability to work under pressure, meet tight deadlines Strong written and verbal communication skills Fluency in written and spoken Business English is essential It would be a real bonus if you have Relevant experience within a bank or financial institution Good understanding of the end-to-end Corporate Action processes for Mandatory and Voluntary events and the impacts on business partners and clients Wider experience in Asset Management and understanding of the end-to-end asset lifecycle Knowledge of Avaloq Core Banking System German knowledge would be a key selection skill A good command of other languages would be an advantage Additional Information We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations. Show more Show less

The Asset Servicing Analyst 1 role is a trainee professional position that requires a good knowledge of processes, procedures, and systems necessary to carry out assigned tasks. You should have a basic understanding of the underlying concepts and principles on which the job is based. It is important to have a good understanding of how your team interacts with others to achieve the area's objectives. Your role involves making evaluative judgments based on factual information. You are expected to resolve problems by identifying and selecting solutions through your acquired technical experience, guided by precedents. Communication skills are key, as you must exchange information concisely and logically, being sensitive to audience diversity. Your impact on the business is limited to your own job tasks and services provided. Your responsibilities will include managing the reconciliation and processing of positions related to Corporate Action events. This involves revising communications, notifications, and facilitating postings for Corporate Action or Proxy events. Under general supervision, you will support a range of products/services and projects in accordance with established systems and procedures. Your tasks will focus on administering defined procedures, analyses, report preparation, and resolving problems that require investigation or research. You will perform multiple transactions of moderate complexity, applying analytical thinking and knowledge of data analysis tools to identify process improvements. Your role also involves interpreting data, contributing to recommendations for process improvement, and minimizing risks to the bank through knowledge of procedural requirements. You should have a Bachelor's degree preferred, with at least 2+ years of related experience. Basic executional capabilities and increasing responsibilities are expected at this level. Knowledge of various investment instruments including Equity securities, Fixed Income, and Asset Backed securities is required. Proficiency in MS Office, particularly Excel, Word, and Access, is desired. Success as a team player is crucial for this role. Your education should include a Bachelors/University degree or equivalent experience. You will work in the Operations - Transaction Services job family group under the Asset Servicing job family on a full-time basis. Key Skills: Asset Servicing, Bank Reconciliations, Corporate Actions If you require a reasonable accommodation due to a disability, please review the Accessibility at Citi information to use search tools or apply for a career opportunity. Additionally, you can view Citi's EEO Policy Statement and the Know Your Rights poster for more information.,

You are a detail-oriented and motivated Junior Accountant who will be responsible for supporting day-to-day accounting and HR-related tasks. Your role will involve maintaining financial transactions, assisting in financial report preparation, reconciling bank statements, and ensuring statutory compliance filings. You will also be involved in preparing GST invoices, TDS, and documentation for audits. Your responsibilities will include coordinating with mutual fund companies, insurance firms, and internal teams for legal formalities, preparing MIS reports, maintaining petty cash register, and tracking commission income. Additionally, you will support budgeting and forecasting operational expenses, liaise with external accountants, and maintain employee records. In terms of HR support, you will assist in recruitment tasks, issue HR-related letters, maintain statutory compliance records, support employee engagement activities, and coordinate training schedules. Your role will require a bachelor's degree in Commerce, Accounting, or Finance, proficiency in accounting software and MS Excel, and good communication and organizational skills. If you possess a basic understanding of mutual funds, insurance, and investment instruments, it would be considered a plus. Attention to detail and a willingness to learn are essential for this role. This is a full-time, permanent position with a day shift schedule to be carried out in person starting from 01/07/2025.,

Roles and Responsibilities: Manage end-to-end Forex transactions , including hedging, rate negotiation, and settlement. Conduct cash flow analysis to ensure liquidity and efficient working capital management. Oversee investment management and optimize fund utilization across business units. Ensure compliance with regulatory and internal treasury policies. Prepare and present accurate treasury and forex reports for management review. Assess financial risks and implement mitigation strategies in line with company objectives. Collaborate with internal teams and external banking partners for smooth treasury operations. Leverage advanced Excel skills for data analysis, modeling, and reporting. Lead and mentor the treasury team to ensure high performance and accountability. Required Candidate Profile: CA/MBA with 5+ years of experience in Treasury within FMCG, Retail, or Manufacturing industries. Proven experience in forex management, financial planning, and compliance . Strong analytical skills with hands-on experience in Excel . Prior team handling experience is essential. Solid understanding of financial risk assessment, investment instruments, and regulatory frameworks.

As a Sales Executive, your primary responsibility will be to drive new business and revenue growth by effectively selling solutions and services to customers using various communication channels such as phone and email. Key duties will include developing and nurturing strong customer relationships, identifying customer needs, and offering appropriate solutions, as well as negotiating and closing sales deals. It will be crucial to meet or exceed monthly and quarterly sales targets to ensure business success. In this role, you will also need to stay informed about the latest trends and developments in the IT market to provide relevant solutions to customers. Collaborating with other teams to guarantee customer satisfaction and maintaining accurate records of customer interactions in a CRM system will be essential tasks as well. The ideal candidate for this position will possess excellent communication skills in both Hindi and English, along with a sound technical understanding of IT services. A successful track record in achieving sales targets, a bachelor's degree in a related field, and prior experience in IT services are highly desirable. A customer-centric approach and the ability to work well in a team will be key to excelling in this role. This is a full-time position that requires in-person work at the designated location.,