13 Investment Instruments Jobs

The Role: Morningstar seeks an Operations Analyst to join our Wealth Operations Team. This will be a key role in our mission to provide an exceptional client experience. This position is based in our Mumbai office. Responsibilities: Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines. Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools. Develop and main...

Job Description Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm's culture of compliance. Compliance accomplishes these through the firm's enterprise-wide compliance risk management program. As an independent control function and part of the firm's second line of defense, Compliance assesses the firm's compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm...

As a member of the clients" portfolio compliance team, specifically the Guideline Oversight Team within the Risk organization, your main responsibility will involve conducting post-trade reviews of trades based on client-mandated investment guidelines. These guidelines cover various portfolio constraints such as portfolio diversification, allowable investment types, ESG guidelines, restricted issuer lists, and more. Your key responsibilities will include: - Utilizing a workflow tool and accessing order management systems (Aladdin) to administer daily post-trade compliance tasks - Collaborating with onshore team members to review and address alerts, communicate with Portfolio Managers, and ot...

As an Asset Servicing Analyst 2 at our company, your role involves applying your specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. You will be responsible for identifying policy gaps, formulating policies, interpreting data, making recommendations, and researching factual information. Additionally, you will need to identify inconsistencies in data or results, define business issues, and formulate recommendations on policies, procedures, or practices. Your impact on the business will be limited but direct, primarily within your own team. Key Responsibilities: - Manage reconciling and processing positions related to Corporate Action events - Revise communic...

Role Overview: As a Junior Accountant at our company, you will play a crucial role in supporting day-to-day accounting and HR-related tasks. Your responsibilities will include maintaining financial transactions, preparing financial reports, reconciling bank statements, assisting with statutory compliance filings, and coordinating with internal and external teams. Additionally, you will provide HR support by maintaining employee records, assisting in recruitment tasks, and supporting employee engagement activities. Key Responsibilities: - Maintain day-to-day financial transactions, including data entry, ledger postings, etc. - Assist in the preparation of monthly, quarterly, and annual financ...

As an experienced Investor Relations professional, you will play a crucial role in converting leads into business opportunities, managing investor relationships, and supporting financial communication strategies. Your primary responsibility will involve building and maintaining positive relationships with high-net-worth individuals and institutional investors. Key Responsibilities: - Convert potential investor leads into business opportunities by establishing strong, trust-based relationships. - Effectively communicate financial performance, market trends, and business developments to investors. - Address investor inquiries promptly and maintain consistent communication to foster long-term r...

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 investo...

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 marke...

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 ...

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 l...

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 expen...

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. Le...

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 g...