1848 Investment Jobs - Page 38

Our client is an established asset management firm specialising in Real Estate investments. Due to business growth, they are looking for a seasoned Investment Manager to join their team. The position is based in Mumbai, India. Key Responsibilities: Be an active member commercial real estate investment team Participate in the full real estate ownership cycle: from origination to property management to exit Develop fund collaterals such as financial model, placement memorandum, presentations, teasers, FAQs, training manual, etc. Perform property, developer and industry due diligence, including risk assessment and quantitative & qualitative analysis. Conduct financial modelling and due diligence analysis for potential transactions and current assets. Monitor local market conditions including supply, demand, absorption, rents, and vacancy rates, and conduct research including comparative market analysis. Monitor property operating results as well as perform variance analysis to explain monthly and year-to-date results as compared to budgets. Organize due diligence efforts for transactions that are under agreement. Perform analysis of existing portfolio financials, property operations, and capital projects. Oversee preparation of investment committee and advisory committee materials Conduct portfolio analysis in order to benchmark and improve investment performance. Assist in monitoring regulatory and legislative developments in AIFs and Real Estate Lead or participate in other special projects as assigned. Key Requirements At least 3-5 years related financial modelling experience with a strong understanding of financial and real estate concepts such as DCF, IRR, NPV, NOI, cap rates, etc. Demonstrated proficiency in Excel and PowerPoint and technical expertise with complex financial modelling. Excellent research, quantitative and analytical skills. Ability to work in a fast-paced, team-based environment with minimal supervision.

Key Responsibilities : Assistance with compliance and actions required under existing contractual agreements. Drafting, reviewing, and negotiating investment agreements. Drafting, reviewing, and negotiating contracts with vendors, consultants and third-party service providers. Standardizing of contracts, purchase orders, RFPs, engagement letters etc for the group and ensuring consistency of executed documents with the standard formats. Reviewing, tracking and following up on any litigation or pre-litigation matters. Assistance with review and updation of internal compliance and policy related matters. Assisting the Ethics Officer in relation to compliance with Company s ethics policy and code of professional conduct. Key Requirements At least 3 - 4 years PQE in working in general corporate and/or infrastructure sector. Experience at a Tier I law firm is preferred but not essential. Good problem solving skills with the ability to adapt to new assignments and understand various perspectives. Strong communication and collaboration skills. Confident with strong decision-making skills.

Apex Fund Services LLP is looking for Fund Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

Croma Campus is looking for Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Uadipur Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Merchandise Clearance from the trail room -Ensure the right product is displayed on the right browser. -Ensure customers are provided with a shopping bag. Requirements -Minimum- 10th/12th/Graduate -Age-18-30 years -6 months contract period -6 days working (weekoff between Monday to Thursday Any day) -Open for male Benefits Salary- 10600 NTH

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Uadipur Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Merchandise Clearance from the trail room -Ensure the right product is displayed on the right browser. -Ensure customers are provided with a shopping bag. Requirements -Minimum- 10th/12th/Graduate -Age-18-30 years -6 months contract period -6 days working (weekoff between Monday to Thursday Any day) -Open for male Benefits Salary- 10600 NTH

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Jaipur Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Merchandise Clearance from the trail room -Ensure the right product is displayed on the right browser. -Ensure customers are provided with a shopping bag. Requirements -Minimum- 10th/12th/Graduate -Age-18-30 years -6 months contract period -6 days working (weekoff between Monday to Thursday Any day) -Open for male Benefits Salary- 10600 NTH

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct browser. Provide customers with shopping bags. Requirements Minimum qualification of 10th/12th/graduate. Age between 18-25 years. Open to male candidates. 6 days working (with a week off between Monday to Thursday). If you are a motivated individual with a passion for the retail industry and meet the above requirements, we encourage you to apply for this exciting opportunity. Benefits Salary- 15600 CTC per month

Domain: Urban sector including local economic development, land-use planning & regulation, mobility, water supply and sanitation, municipal finance, PPP, climate and disaster risk management. Nature of work: Framing policies and regulations, institutional reform, service level benchmarking, socio-economic studies, market research, investment planning, feasibility studies, tariff setting, transaction advisory, program management. Geographic coverage: Consulting assignments in India and other countries in Asian and Africa. Typical client profile: Development finance institutions (World Bank, ADB, GIZ, KfW, etc.), national & state government agencies, utilities as well as municipalities. Responsibilities: Deliver complete life cycle of consulting engagements with minimum supervision - identifying opportunities and submission of EOIs and RFPs to successful execution and closure of assignments. Work on research and analysis, understand client requirements, develop solutions and prepare high quality presentations and reports. Engaging with client, key stakeholders as well as associates for successful assignment delivery. Travel requirements: Intermittent domestic as well as international travel Location: Mumbai. Other locations can be considered on case to case basis.

Joining the Mumbai office in the role of Analyst, the incumbent will be required to work closely with investment banking professionals across our global offices. Our full-time analyst program is designed to cultivate the quantitative and qualitative skills necessary to excel in an investment banking career and as a future executive. You will receive both formal and on-the-job training throughout your tenure. You will gain increasing levels of responsibility as you progress in your career, from conducting research, drafting pitch decks, building financial models, to managing business development initiatives. You will be given unparalleled exposure and opportunities, including the chance to work on numerous transactions at the start of your career. As a result, our team members achieve accelerated career growth. You will be recognized and rewarded for your individual performance within a close-knit team and meritocratic culture. The only constraint on your role, responsibilities, and compensation will be your own performance. Your Contribution As an integral member of the global advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm. Your role will include: Preparing client presentations Maintaining marketing materials for the firm, including creating pitch decks to be presented to potential clients Assisting the global team in the evaluation of investment opportunities and management of existing investments Researching potential investment banking opportunities; providing research on target companies, sectors, industries, and geographies Participating in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments Assisting in due diligence processes Assisting in the development of complex financial models for infrastructure transactions Acting as a subject matter expert Our Differentiators Breadth of experience and level of responsibility Exceptional level of responsibility on complex transactions Wide breadth of work across verticals, financial products, and principal opportunities Opportunities to work on large global transactions Training Continuous internal training program Internal leadership development program Opportunity to participate in onshore development programs Culture and approach Entrepreneurial culture with a flat organization structure Direct exposure to working with Partners and senior management across Agentis' international offices Compensation and employee ownership Competitive base salary Performance-based bonus Other benefits Paid sabbatical every two years of employment Comprehensive group health plan Your Skills and Experience Obtained a graduate or masters degree from a reputable university (2021-2023 graduates) 12-24 months of relevant work experience in an M&A advisory role, preferably with an MNC in a global setup Exceptional academic results (minimum cGPA of 80% or 3.7/4.0) CA/CFA is an asset Experience working with financial tools and databases including Bloomberg Terminal, S&P Capital IQ, and Inframation Ability to concisely communicate complex concepts and ideas verbally and in writing Ability to take initiative and work independently with minimal supervision Desire to assume increasing levels of responsibility and seek solutions to complex problems Committed to producing accurate and thorough work product under tight deadlines Ability to learn quickly and adapt in a fast-paced work environment Resilient mindset in the face of adversity Ability to work effectively in a team environment

Piscis Networks is looking for Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

VRAJ DIGITAL TILES is looking for Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

BKMSOLVENTS is looking for Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

We are seeking a highly motivated and detail-oriented Presentation and Due Diligence Analyst to join our team. This role involves preparing high-quality PowerPoint presentations and responding to due diligence questionnaires. The ideal candidate will have strong organizational skills, an eye for detail, and a willingness to learn about the private equity, private credit, and real assets industry. Key Responsibilities : PowerPoint Presentation Preparation : Create and maintain compelling and visually appealing PowerPoint on topics including economy, firm, alternative fund industry and strategies offered by Edelweiss Alternatives that effectively communicate complex information to various stakeholders. Due Diligence Questionnaire (DDQ) Responses : Assist in the preparation and coordination of due diligence questionnaires, ensuring accurate and timely responses. Research and Analysis : Conduct research and gather necessary data to support presentation content and DDQ responses. Collaboration : Work closely with various departments, including investment teams, compliance, and marketing, to gather information and ensure consistency in messaging. Quality Control : Ensure all Presentations and DDQ responses meet the highest standards of accuracy, clarity, and professionalism. Documentation : Maintain organized records of all due diligence materials and presentations. Learning and Development : Continuously expand knowledge of the private equity, private credit, and real assets industry to enhance the quality of deliverables and contribute to the teams success. Skills: Proficient in Microsoft PowerPoint, Excel and other Microsoft Office applications. Strong written and verbal communication skills. Excellent organizational and project management skills. Ability to work under pressure and meet tight deadlines. Detail-oriented with a high degree of accuracy. Strong analytical and research skills.

Providing end-to-end compliance coveragefor all Edelweiss Alternatives investment funds Preparing and filing applications with SEBI,and coordinating with SEBI officials for obtaining registration Reviewing documents pertaining to SEBIapplication, IMA, contribution agreements, product note and investorcommunication Reviewing and filing monthly/ quarterlyreports with SEBI Preparation of communication to SEBI/regulators for event-based filings and reviewing communication being sent to investors. Responding to and resolving queries raisedby business teams Implementing circulars and group level/other policies within Edelweiss Alternatives Ensuring compliance with PIT policy Maintaining and upkeeping regulatoryrecords Preparing dashboards and trackers for regulatory reportings/ filings Supporting in development andimplementation of policies, procedures, other documents and establishment andmaintenance of processes and controls governing business activities, such asmanuals, codes of conduct, practice notes, and the likes, to comply withapplicable laws, rules and regulations. Assessing the adequacy of compliancepolicies, procedures and guidelines, resolving any identified deficiencies, andformulating proposals for revisions or amendments Providing comprehensive support duringregulatory audits, inspection and queries Coordinating with internal auditors forproviding data and clarifications Assisting in statutory, internal andspecial audits by collating data, and conducting preliminary review Preparing agenda and minutes of the IMBoard for AIF business activities Assisting in various system developmentsand automation initiatives Expected skill sets: 8+ years of experience and workingknowledge in compliance and governance function Experience in AIF/AMC preferred Ability to manage stakeholders, collaborateacross teams and build relationships Ability to work in a high volume,fast-paced environment with shifting priorities Demonstrated problem-solving andsolution-orientation with limited directions Articulate, and able to express thoughtsclearly in oral as well as written communication

Assistant Manager in Commercial Real Estate Strategy of Edelweiss Alternatives (Role expectation -Handling Tax Compliances (Directas well as Indirect), Managing Accounts Payable, Preparation of Financial Analysis, Liasoning with Auditors) Detailed job description: 1. Managingend-to-end compliances for direct indirect taxes for all the SPVs in theCRE vertical 2. Reviewing TDS GST liabilityand input reconciliation for the SPV 3. Review of tax filings and returns 4. Management of tax disputes, assessments,appeals and other proceedings 5. Oversightover accounts payable function/activities 6. Invoicing accounts receivable coordination with business teams for generation ofinvoices, oversight on generation circulation of invoices 7. Preparing/Collating financialdata to be circulated to the investment team. 8. To monitor accounts payableincluding ageing for the investee companies. 9. Liaison with the internalauditors and the statutory auditors of the SPVs. Expected skill sets: CA having 2-5 yrs of experience Advanced Excel skills Practical experience of SAP Knowledge of Taxation Law accounting systems Communication and interpersonal skills

Responsible for Team Hiring & driving branch Profitability Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans Developing and implementing sales plans. Delivery of Operating Profit Budgets for the Branch through revenue and cost management. Formulating the strategies to increase client base. Acquisition of HNI, Retail clients and Corporate Clients. Formation of new client acquisition strategy like corporate presentation, Investment awareness programs, through existing networking etc. Maintain long term and deepening relationship with HNI / UHNI customers so as to increase revenue base for the company Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback. Conducting regular sales and operations meetings. Organising and executing training programs for branch personnel Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback. Increasing brand awareness for the company within the community. Organising marketing activities and events for the branch. Monitor business analytics & publish MIS. Recognising employee achievements and encouraging excellence in the work environment. Briefing employees on current sales goals, promotions, and other relevant information.

We are seeking an experienced Manager, Investor Relations, to manage investor relationships, coordinate fundraising, and provide market intelligence. The ideal candidate will have a background in Investment Banking or Investor Relations, particularly with experience in InvITs/REITs deals, and possess strong financial modeling and industry analysis skills. Key Responsibilities: Develop Quarterly, Half-yearly, and Annual Investor presentations. Coordinate with Business Teams to gather MIS data and business development/financial details before Quarterly Investor Meetings. Prepare presentations for Management and assist with Investor Calls. Track market developments and competitor activities. Map investor momentum of the Company and competitors, creating an investor database. Gather market intelligence on deals. Conduct regular meetings with existing investors. Develop materials for knowledge sharing and industry updates. Coordinate the fundraising process. Requirements: 4-6 years of experience in Investor Relations or Investment Banking, specifically in InvITs/REITs deals. Qualified CA or CFA. Proficient in financial modeling, presentations, and industry analysis, especially in infrastructure/real estate.

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Source leads from personal networks for sales Contact leads, schedule visits & close deals Coach team, give feedback to boost performance Meet/exceed targets per goal sheet Build strong client relationships Required Candidate profile Must have graduation degree Required local candidate 1+ years in sales or marketing in any field Willing to do field work strong communication, interpersonal and leadership skills

Job Description The Sales Executive is responsible for increasing business in a specific area by recruiting, training, and managing a team of skilled agents to achieve sales goals and drive success. Roles & Responsibilities: Recruit, train, and motivate financial advisors to achieve targets. Develop and execute strategic plans to meet sales goals. Identify new business opportunities and adjust tactics based on performance analysis. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Empower agents with targeted techniques to approach high-value customer segments. Qualification & Experience: Must completed Graduation compulsory. 1+ years of experience in sales and marketing in any sector. Proven track record of achieving sales targets and managing teams. Leadership skill to drive a team towards business goals. Strong interpersonal and communication skills to build relationships with agents and clients. For more information - Kindly contact us: Ayushi Lad | HR Team +91 84603 77032 | Ayushi@tekpillar.com