1553 Investment Management Jobs - Page 14

About the Role: Grade Level (for internal use): 05 Location: Gurgaon & Noida Program Duration: 12 Months | Full-Time Apprenticeship About the Apprenticeship Program: Apprenticeship is a skill development program governed by The Apprenticeship Act, 1961 (India) where individuals have the chance to partner with our industry experts, with on-the-job experience focusing on high impact work that allows you to apply and develop your skills. It is launched and funded by Ministry of Skill Development and Entrepreneurship to boost on-the-job training ecosystem in the country. Apprenticeship roles offer a great opportunity for freshers to kickstart their careers with a reputable brand. At S&P Global, we are committed to investing in the learning and development of our apprentices, ensuring they gain valuable experience and skills that will benefit them in their future careers. About the Team Enterprise Solutions: The Enterprise Solutions team empowers buy-side, sell-side, and corporate clients with a comprehensive suite of industry-leading software, data, and services. Our diverse portfolio spans enterprise data management, investment management, loans platforms, regulatory and compliance solutions, and private markets solutions, delivering cutting-edge tools and insights to support the evolving needs of global financial markets. Within this team, were hiring MBA apprentices across five key product areas that support the end-to-end investment and capital markets ecosystem: Primary Markets Group (PMG): Enabling capital formation through market intelligence and technology solutions. Enterprise Lending Solutions: Powering the global lending ecosystem with tools like WSO, ClearPar, and Debtdomain. Private Markets (iLEVEL): Supporting end-to-end private capital lifecycle across PE, VC, Real Estate, and Infrastructure. Counterparty Manager: Streamlining client lifecycle management, KYC, and regulatory compliance workflows. Corporate Actions: Delivering validated, global corporate actions data to financial institutions for informed investment decisions. Depending on your experience, interest, and fit, you may be aligned to one of these specialized product teams. Responsibilities: You will be responsible for one or more of the following, based on your team allocation: Define and document product requirements including user stories, workflow diagrams, and acceptance criteria. Collaborate with engineering, design, and QA teams to drive the product development lifecycle. Conduct market research and competitor analysis to influence product strategy. Engage with internal and external stakeholders to gather feedback and ensure alignment with business goals. Support onboarding, implementation, or documentation efforts based on product needs (e.g., APIs, YAML configurations). Monitor KPIs, support user acceptance testing, and contribute to continuous product improvement. What Were Looking For: Basic Requirements: Full-time MBA/PGDBA/PGDBM 2024 or 2025 pass-outs. Willingness to work in shifts12 PM9 PM or 2 PM11 PM. Strong analytical and problem-solving skills. Excellent verbal and written communication. Passion for technology and innovation in financial services. Interest in product development and the capital markets ecosystem. Preferred/Additional Skills (varies by team): Specialization or interest in Finance, Product Strategy, or Technology Understanding of Capital Markets, Loans, Private Equity, or Investment Management. Exposure to tools such as Excel, PowerPoint, Word; knowledge of Agile/Scrum methodologies. Familiarity with APIs, YAML/JSON, Postman, Swagger/OpenAPI. Certifications like CFA Level 1/2 , FRM , or a technical undergraduate degree (e.g., B.Tech/CS) are a plus About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction.For more information, visit www.spglobal.com/marketintelligence . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. ---- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ----

The Executive Office plays an integral role in setting and advancing Goldman Sachs corporate strategy, and in preserving the firm s distinctive culture. We are responsible for safeguarding the firm s relationship with alumni, clients, shareholders, policy makers, and the broader public, while ensuring that our own people remain informed about the firm s evolving priorities. We also partner with the businesses to source high-impact opportunities in line with the firm s social and sustainability agendas. JOB SUMMARY AND RESPONSBILITIES The analyst role in Bengaluru office is a unique opportunity to join a global team in the Executive Office providing significant exposure to senior leadership and business functions. Prepare and review regular client briefing materials in advance of executive meetings Work with divisional & regional management teams, and client relationship managers to collect, organize and synthesize relevant updates and highlight key relationship points ahead of client meetings and engagements Support the team in prioritizing client interactions with input from senior relationship managers Liaise with internal and external stakeholders, including but not limited to additional divisions of the Executive Office, including the International Management, Office of Government Affairs, Investor Relations, Sustainable Finance Group, and Office of Corporate Engagement to prepare for Executive Officers meetings and events Coordinate with CSG team members to manage competing deadlines and deliverables Prepare regular management reports and track client engagement metrics across wide range of engagements When needed, distill salient points from firm and industry research for market updates Partner with CSG in executing key functional projects as needed, including but not limited to innovation and transformation / automation Regular monitoring on key developments about the firm, clients and executives engagements BASIC QUALIFICATIONS Bachelors degree with 1-2 years of experience in financial services, Goldman Sachs experience is a plus A deep understanding of the firm, our businesses, strategic priorities, products and current events Attention to Detail and Self Starter: Demonstrate exceptional attention to detail with an ability to work independently and navigate ambiguity Apply sound judgement when working on sensitive tasks across competing priorities Integrity and Confidentiality: Uphold the highest ethical standards and integrity, ensuring strict confidentiality and careful handling of sensitive information Accountability, Adaptability and Proactiveness: Self-starter who demonstrates ownership for deliverables, approaches projects with a long-term lens, plans for contingencies, finds alternative solutions and adapts quickly to a dynamic working environment Communication, Influence and Negotiation Skills: Exceptional written and verbal communication skills with the ability to tailor delivery and messaging based on the audience, and relay relevant information on complex topics in a concise manner. Present compelling ideas to CSG team with data-driven rationale overlaid with persuasive presentation to drive consensus. Display confidence in articulating recommendations and influencing outcomes Culture: Uphold and champion Goldman Sachs core values of partnership, client service, integrity and excellence Teamwork and Collaboration: Strong organizational skills, with an ability to function we'll as part of a global team in a fast-paced environment that demands creativity, enthusiasm, and excellence Innovation and Transformation: Discover new ways to improve current processes and develop innovative solutions that are grounded in reality and have practical value Project Management: Support multiple, time-sensitive projects with a clear understanding of objectives, to deliver high quality, content-rich deliverables Functional Skills: Strong business acumen and analytical capabilities with a high level of comfort in reading and interpreting financial statements and research reports. Stay updated on business, economic, market, geopolitics and regional trends. Expertise in MS office suite including Excel, Word, and PowerPoint

we're seeking a future team member for the role of Senior Associate, Compliance & Control Team Lead to join our team. This role is located in Pune, MH - HYBRID. In this role, you'll make an impact in the following ways: The Person should be moderately skilled in Compliance, Regulatory requirements like UCITS, ERISA, US 40 Act etc Review and interpret all governing documents, including but not limited to Investment Management Agreements (IMA), Prospectuses, Statement of Additional Information (SAI), and Fund Declarations. Participate in the new account setup and guideline change process. Develop and test automated rules in ALADDIN, and any associated manual monitoring needed. Review EOD portfolio compliance results, identify and resolve any active or passive compliance issues. Work with Portfolio Management, Trading, Data Management and Investment Control to determine trade suitability, review daily trading activity and identify and resolve any associated compliance issues. Proficiency in Bloomberg and other major software applications Assist Team Lead on any assigned projects & Participate in ongoing testing of web enhancements. Problems faced by this position may be highly complex involving different financial instruments, different groups and people in different geographical locations. Review EOD portfolio compliance results, identify and resolve any active or passive compliance issues - Both post trade and pre-trade Investigate and Authorize Portfolio managers trades on a real time basis as per of pre-trade checks/alerts in ALADDIN. The position impacts business significantly on day to day basis as every trade booked by the Portfolio manager/trader will need to be reviewe'd for alerts and authorized post review. Incorrect approvals can result in loss of client and it would breach the client s guideline agreement. Nature of impact is both financial and reputational. Also part of post trade Compliance the position is also responsible to monitor trades and make sure that they are within investment guidelines. The position revolves around core financial knowledge (CFA), critical decision making and avoiding risks. The breadth of impact of decisions taken by the person could affect the business and market reputation. To be successful in this role, we're seeking the following: Bachelors degree preferably in computer science/engineering or a related discipline. Experience in Alladin preferred.

We are Compliance Engineering, a global team of more than 300 engineers and scientists who work on the most complex, mission-critical problems. We: build and operate a suite of platforms and applications that prevent, detect, and mitigate regulatory and reputational risk across the firm. have access to the latest technology and to massive amounts of structured and unstructured data. leverage modern frameworks to build responsive and intuitive front end and Big Data applications. The firm is making a significant investment to uplift and rebuild the Compliance application portfolio in 2023. To achieve this Compliance Engi neering is looking to fill several full stack developers roles across different teams. As a member of our team, you will: partner globally with sponsors, users and engineering colleagues across multiple divisions to create end-to-end solutions, learn from experts, leverage various technologies depending on the team including; Java, JavaScript, TypeScript, React, APIs, GraphQL, Elastic Search, Kafka, Kubernetes, Machine Learning be able to innovate and incubate new ideas, have an opportunity to work on a broad range of problems, often dealing with large data sets, including real-time processing, messaging, workflow and UI/UX be involved in the full life cycle; defining, designing, implementing, testing, deploying, and maintaining software across our products. QUALIFICATIONS A Bachelors or Masters degree in Computer Science, Computer Engineering, or a similar field of study. Expertise in Java development. Experience in automated testing and SDLC concepts. The ability (and tenacity) to clearly express ideas and arguments in meetings and on paper. Experience in some of the following is desired and can set you apart from other candidates : UI/UX development API design, such as to create interconnected services, message buses or real time processing, relational databases knowledge of the financial industry and compliance or risk functions, influencing stakeholders.

YOUR IMPACT Are you passionate about developing mission-critical, high quality software solutions, using cutting-edge technology, in a dynamic environment We are Compliance Engineering, a global team of more than 300 engineers and scientists who work on the most complex, mission-critical problems. We: build and operate a suite of platforms and applications that prevent, detect, and mitigate regulatory and reputational risk across the firm. have access to the latest technology and to massive amounts of structured and unstructured data. leverage modern frameworks to build responsive and intuitive UX/UI and Big Data applications. The firm is making a significant investment to uplift and rebuild the Compliance application portfolio in 2025. To achieve that we are hiring experienced software development engineers. HOW YOU WILL FULFILL YOUR POTENTIAL As a member of our team, you will: partner globally with sponsors, users and engineering colleagues across multiple divisions to create end-to-end solutions, learn from experts, leverage various technologies including; Java, SpringBoot, Hibernate, BPMN workflows, Rules Engine, JavaScript, TypeScript, React-Redux, REST APIs, GraphQL, Elastic Search, Kafka, Kubernetes, Machine Learning be able to innovate and incubate new ideas, have an opportunity to work on a broad range of problems, including negotiating data contracts, capturing data quality metrics, processing large scale data, building surveillance detection models, be involved in the full life cycle; defining, designing, implementing, testing, deploying, and maintaining software systems across our products. QUALIFICATIONS A successful candidate will possess the following attributes: A Bachelors or Masters degree in Computer Science, Computer Engineering, or a similar field of study. Expertise in java, as we'll as proficiency with databases and data manipulation. Experience in end-to-end solutions, automated testing and SDLC concepts. The ability (and tenacity) to clearly express ideas and arguments in meetings and on paper. Experience in some of following is desired and can set you apart from other candidates: knowledge of the financial industry and compliance or risk functions, ability to influence stakeholders.

BASIC INFORMATION ON THE POSITION Position Name: Business Analyst PURPOSE OF THE ROLE The purpose of this role is to work independently with customers to understand the customer business model, needs / requirements and translate them into software requirements document which would be used by IT Design & Development teams for solutioning, provide functional support & clarifications to QA and technical teams throughout the project life cycle, assist the Business teams during User Acceptance Testing and involve in post production support & verifications. KEY RESPONSIBILITIES AND ACCOUNTABILITIES Understand Business needs and elicit and document requirements Review with stakeholders and achieve agreement on requirements Achieve consensus on business needs, usability, performance and feasibility. For internal customers being supported: i) Develop and maintain knowledge & learning. ii) Proliferate offerings to sales team iii) Advise QA and Development teams on troubleshooting analysis Follow standard documentation processes, focusing on objectives of the customer, development and QA. Develop artefacts through case studies, white papers and lessons learnt. Feasibility analysis on prospective business Support project planning and status reporting. Sharing of knowledge and learning amongst peers. EDUCATION QUALIFICATION Degree: B.E Certifications (if any): Optional MINIMUM EXPERIENCE REQUIRED Overall (in years): 5+ years Relevant (in years): 3+ years DOMAIN/ FUNCTIONAL SKILLS Analytical skills, problem solving skills Strong BFSI domain knowledge Stakeholder management, communication skills, learning oriented, consensus building BA tools and techniques

Build your career in Hedge Fund & Private Equity operations components while working in the world's most innovative bank. As a Senior Team Member in the Alternative Fund Services - Hedge Fund Services, you will be responsible for delivering premium client service to our clients by managing all aspects of the fund accounting function. Your key responsibilities will include preparing and overseeing Net Asset Value files, establishing strong relationships with investment managers, and ensuring compliance with both internal and external deadlines. Collaboration with various internal teams will be essential to enhance efficiency, reduce risk, and maintain a high standard of accuracy and quality in all deliverables. Your role will involve preparing, reviewing, and overseeing Net Asset Value files, offering premier client service to a defined group of clients by fostering strong relationships with investment managers and other third parties. It is crucial to develop a deep understanding of the theoretical and technical aspects of hedge fund accounting and administration, along with gaining comprehensive knowledge of the client base, prospectus, documentation, and related areas. Collaboration with investment operations, reconciliations, shareholder services, financial reporting, and other partner teams internally will be necessary to align on internal deadlines and meet external client deadlines successfully. Additionally, conducting quality assurance checks on information received internally from supporting functions, producing accurate and timely Net Asset Values, resolving client queries, generating ad hoc reports, and maintaining procedures for the funds are integral parts of your responsibilities. Ensuring compliance with all controls, procedures outlined in the manual, and company policies, completing scheduled work by agreed deadlines, and identifying efficiencies for risk reduction and enhanced efficiency will be key aspects of your role. The qualifications, capabilities, and skills required for this role include a Bachelor's degree in Finance, Accounting, or Economics with a GPA of 3.2 or higher. Strong organizational skills, a focus on quality and accuracy, and the ability to work under strict deadlines are essential. Excellent interpersonal skills, the capacity to work effectively as part of a team, and a proactive and positive approach to work are also necessary. Preferred qualifications, capabilities, and skills for this role include leadership qualities, motivation, and a proven ability to deliver results. A strong commitment to client service, a professional and proactive work approach, and adept problem-solving skills are highly valued. Furthermore, strong communication skills, both oral and written, are preferred for this role.,

The Sales Investments professional role at Amarnath Securities Ltd. in Mumbai is a full-time on-site position. Your main responsibilities will include identifying and analyzing investment opportunities, managing investment portfolios, developing and implementing investment strategies, and maintaining client relationships. You will be expected to conduct market research, prepare financial reports, and provide investment recommendations to clients on a daily basis. To excel in this role, you should possess strong analytical skills and have proficiency in finance. Prior experience in investments and investment management is essential, along with expertise in developing and implementing investment strategies. Excellent communication and interpersonal skills are required, as you will be working collaboratively with a team on-site. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is necessary. Professional certifications such as CFA or CFP would be considered advantageous. A proven track record in sales and investment management would also be beneficial for this position.,

As a Sales Manager at Merits Capital Private Limited, located in Moti Nagar, New Delhi, you will play a crucial role in expanding our business relationships and driving revenue growth. Leveraging your existing client base, you will generate new sales opportunities and implement strategies to achieve sales targets. Building strong, long-term relationships with clients and understanding their financial needs will be key in promoting suitable products and services. Your exceptional customer service skills will ensure satisfaction throughout the sales process. Collaboration with internal teams to resolve client issues and achieve organizational goals is essential. Staying updated on industry trends, market developments, and competitor activities will help in identifying new growth opportunities. You will be responsible for preparing accurate sales reports and forecasts for management, as well as developing a thorough understanding of Merits Capital's products and services. Requirements for this role include a minimum of 2 years of experience in wealth management or a related field, with a preference for MBA graduates. Possessing relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses will be advantageous. A proven track record of exceeding sales targets, strong communication skills, and the ability to work both independently and in a team environment are essential. In return, we offer a competitive salary with an attractive commission structure, opportunities for career advancement, and a collaborative work environment. If you are passionate about sales, client relationships, and seeking career growth in the financial services industry, we encourage you to apply to join our team at Merits Capital Private Limited. We are an equal opportunity employer dedicated to recognizing and rewarding deserving team members. Please submit your resume and cover letter for consideration.,

You are an experienced Accounting Manager with over 7 years of experience, looking to lead a team of accounting professionals in reviewing financial statements and accounting reports for Private Equity clients. In this role, you will leverage your strong background in financial services and solid understanding of private equity operations, investment management, and financial markets. Your leadership skills and track record of driving operational efficiency and excellence will be essential in managing a team of accountants and managers to ensure accurate client financial data is reviewed and deadlines are met. Your responsibilities will include reviewing client reports and financial statements, managing technical research and application of US GAAP to accounting issues, overseeing project management for financial statements and other accounting reports, maintaining high service levels, ensuring adherence to US GAAP and IFRS, and preparing performance and risk reports. You will also be required to supervise employees, provide guidance and support to the team, and foster a high-performance culture. You should possess a Chartered Accountant or Masters degree in Business Administration, Commerce, or Finance, along with a minimum of 7 years of experience in financial services operations, with at least 3 years managing teams. Strong analytical and problem-solving skills, the ability to lead a medium-sized team, and effective communication skills are key personal attributes required for this role. You should also have a continuous improvement focus and be able to identify risks, cost efficiencies, and operational improvements. In return, you can expect a competitive salary with performance-based bonuses, comprehensive health and wellness benefits, opportunities for professional development and career advancement, a collaborative work environment, flexible working arrangements, access to cutting-edge technology, employee recognition programs, and team-building activities.,

You will be joining BAM Media Max, a leading agency established in 2019, specializing in Branding, Advertising, and Marketing consulting. Our agency combines research, strategy, and design to deliver comprehensive solutions to a diverse range of clients, from established corporations to innovative startups. With over 100 branding projects completed, our unique approach integrates strategic value with exceptional design, distinguishing us in the branding industry. As a Co-director, you will be responsible for overseeing investment activities in a full-time hybrid role based in Coimbatore. Your key tasks will include developing and executing investment strategies, analyzing financial data, and managing investment portfolios. Working closely with senior management and clients, you will identify investment opportunities and drive financial growth. While the role is primarily located in Coimbatore, some remote work is acceptable. To excel in this role, you should possess expertise in Investment Management and Investments, strong analytical skills, and experience in developing investment strategies. A solid background in Finance, excellent strategic thinking, decision-making abilities, and outstanding communication and interpersonal skills are essential. Proven leadership and team management capabilities are also required. Additionally, relevant qualifications such as a Bachelor's degree in Finance, Business Administration, or a related field are necessary. Experience in the consulting or branding industry would be advantageous.,

You are an experienced Chartered Accountant with at least 10 years of experience, ideally from a manufacturing industry background. Your responsibilities will include: - Managing cash flow and liquidity effectively. - Developing and implementing a Forex Risk Management strategy to mitigate Currency Risk in compliance with the Approved Hedging Policy. - Handling borrowing in both INR and FCY. - Building and maintaining strong relationships with domestic and global banking partners. - Ensuring compliance with RBI/FEMA regulations. - Collaborating with FP&A and other stakeholders to optimize working capital. - Generating and analyzing MIS reports related to cash flow, borrowing status, and investment management. - Establishing reporting and modelling capabilities to support short-term and long-term forecasting needs. - Overseeing quarterly and annual compliance with loan agreements and Sanction Letters. - Ensuring Covenant Compliance and submitting timely data to Banks, including Stock Statements and CMA data. - Managing regulatory compliance and credit rating activities.,

Approach prospecting new clients & advice Financial Products & Services based on client needs conducting market analysis ensuring compliance with regulations. Building relationship & advising clients on investment wealth management insurance etc Required Candidate profile Financial Sales Experience Good Experience in Investment, Insurance, Wealth management etc Handling HNI clients Kindly reach us @ Hema - 7305057834 adducoindia@gmail.com

Job Title: RSKCentral Risk Job Code: 9826 Country: IN City: Mumbai Skill Category: Risk Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . . At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been wellrecognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: The Risk Management Division encompasses the firm's comprehensive risk framework responsible for determining and managing the overall risk appetite for the firm. The division is responsible for effectively managing the firm's riskreturn profile, which ensures the efficient deployment of the firm's capital. It is one of the firm's core competencies and is independent of the trading areas and operational areas. Business Overview: Global Risk Head Quarters team works closely with the senior management of Nomura, preparing senior management committee packs, supporting central governance frameworks and assisting with other adhoc reports. The Global Risk HQ Reporting team liaises with other functions within Nomura, including Risk functions, Treasury & Finance, New Business, etc. across all the regions to provide a comprehensive picture of the risks Nomura faces. This role within the GRHQ team is focused on EUC Governance. The team is expected to ensure risk associated with EUCs being deployed as part of different processes is mitigated through sufficient governance measures. The role requires working with multiple risk stripes across all regions. The team is also expected to be proactive in bringing issues of importance to the notice of the senior management. Position Specifications: Corporate Title Associate Functional Title Associate/Senior Associate Experience 68 years Qualification Graduate or PostGraduate / MBA from a reputed institute Role & Responsibilities: Contributes to the design and rollout of the EUC governance framework across Risk Management division Acts as a point of contact to senior stakeholders and/or other team members for any EUC governance related matters Ensure the periodic attestation of the EUCs in the central repository is being carried out as required and escalate overdue instances where applicable Ensure additional EUC governance requirements applicable for Risk Division are being followed as expected using EUC reports based on inventory data as a tool. Respond to queries raised as part of the attestation process as well as on an adhoc basis by various teams related to the established EUC governance process Plays a pivotal role in setting up and operating necessary periodic forums to govern and socialize the relevant statistics for the division To automate relevant metrics, KPIs/KRIs using Python or data visualization tools like Power BI etc. To maintain proper documentation of all the processes including any regulatory assignments and attestations Demonstrates technical acumen that enables the professional to advise on significant decisions related to adoption of tools/products Performs other duties and tasks as assigned Can operate with a limited level of direct supervision Help with other ad hoc GRHQ activities as the need arises Mind Set: Mandatory Desired Domain Should have an understanding of the Risk domain and financial markets. Should have analytical bend of mind Should be proactive in collaborating with multiple stakeholders including senior management. Should be strong in attention to details. Good spoken and written communication skills and flexibility / adaptability required. Prior experience in EUC governance. Any prior experience in the field of AI governance (not mandatory) Technical Should have strong excel and presentation skills. Expert skills in python, Alteryx, Power BI will be an added advantage in addition to experience in using SQL skills to extract data from different sources. The firm is an equal opportunity employer, and we are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. The firm and its affiliates prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age.

The Objective of the role is to oversee risk oversight across diverse asset classes and regulatory environments, supporting the firm s Mutual Fund, Alternative Investment Fund (AIF), National Pension System (NPS), and GIFT City-based businesses. The following are the key responsibilities: Investment Risk Oversight Monitor investment risk exposures across equity, fixed income, hybrid, and alternative portfolios. Design and implement portfolio risk dashboards and exception reports for CIOs, investment committees, risk committees, and trustees. Perform daily/weekly risk assessment basis the defined risk appetite and thresholds & conduct concentration risk assessments. Evaluate portfolio compliance with scheme investment objective, client guidelines, and internal risk limits. Conduct stress test or scenario analysis basis regulatory models, internal models or predefined scenarios i.e. macro, geopolitical and idiosyncratic stress viz. interest rate spikes, credit events, geopolitical shocks, etc. Hedge fund & Cross-Border Risk Evaluate investment risks related to Alternative funds & funds operating out of GIFT City including cross-currency exposures, offshore allocations, and derivative strategies. Design and implement portfolio risk dashboards and exception reports for the hedge funds and alternative funds Product & Regulatory Risk Ensure investment management adherence under SEBI (MF, AIF), PFRDA (NPS) and IFSCA regulations. Support various regulatory and internal risk filings & disclosures Review new product proposals from a risk perspective and contribute to Executive committee or Investment committee documentation. Represent the risk evaluation of various schemes to the investment committee, risk committees & trustees on periodical basis Tools, Analytics & Frameworks Enhance use of risk and performance attribution systems like Bloomberg PORT, FACTSET, etc. Enhance use of quantitative tools such as Python, R, Excel VBA, or Power BI for automated risk reporting. Collaborate with tech teams to integrate external risk engines and internal tools. Maintain risk models, monitor exceptions, and back test portfolio risk behavior. Years Of Experience: 5 to 7 years with relevant experience in investment risk management Qualifications: Postgraduate degree in Finance, Economics, Mathematics, or related field. CFA/FRM preferred. Strong command over fixed income and derivative risk analytics.

You will be working for an American multinational investment company that is recognized as the world's largest asset manager with AUM crossing $10 Trillion. The company is headquartered in New York City and has 70 offices in 30 countries, offering services to companies in over 100 countries. The software developed by the company keeps track of investment portfolios for many major financial institutions. The Client's Solutions division provides financial risk management services. The company is ranked 184th on the Fortune 500 list of the largest United States corporations by revenue. As a part of your role, you will be responsible for delivering a superior client experience through front-line client service to clients and related third parties. This involves understanding clients" reporting needs, responding to client queries, and creating accurate and meaningful reports. You will also analyze trends in queries to continuously improve service and client deliverables. It is crucial for you to understand the flow of client, market, and fund information across client and external data providers. Additionally, you will configure new client deliverables, maximize the use of existing processes and tools, and facilitate bespoke report creation by analyzing and researching client, market, and fund data. You will oversee the timely and accurate distribution of all deliverables, proactively communicating potential delays to clients. Constant evaluation of systems, processes, and procedures for inefficiencies will be part of your responsibilities, along with supporting various projects including automation/standardization efforts. To be successful in this role, you should have a keen interest in investment products and ideally 1-3 years of financial services experience, especially in investment management, communications, or data visualization. Outstanding client service skills, exceptional written and verbal communication skills, and an outstanding work ethic are essential. You should possess excellent attention to detail, strong analytical and problem-solving skills, and the ability to operate effectively under tight deadlines. Furthermore, having a strong risk mitigation mentality, the ability to work in a team environment, and proficiency in Microsoft Office are required. A degree in business, finance, accounting, economics, or a related field is necessary, with an MBA or CFA being welcomed. Proficiency in programming or automation tools like Python, RPA, or SQL is a plus. If you are interested in this opportunity, please submit your updated resume. Additionally, if you know someone in your network who might be a good fit, feel free to refer them to VARITE. VARITE offers a Candidate Referral program where you can earn a one-time referral bonus based on the candidate's experience level if they complete a three-month assignment with VARITE. VARITE is a global staffing and IT consulting company that provides technical consulting and team augmentation services to Fortune 500 Companies in the USA, UK, Canada, and India. The company is a primary and direct vendor to leading corporations in various verticals including Networking, Cloud Infrastructure, Hardware and Software, Digital Marketing and Media Solutions, Clinical Diagnostics, Utilities, Gaming and Entertainment, and Financial Services. VARITE is an Equal Opportunity Employer.,

As a Regulatory Reporting Specialist at Invesco, you will be responsible for the day-to-day activities of reporting, reconciliations, and exception monitoring. Your role will require knowledge on various trading instruments and a thorough understanding of the Trade operations function. You will analyze reconciliation results, investigate issues highlighted in regard to trade and transaction reporting breaks to ensure completeness and accuracy of reporting. Additionally, you will ensure timely escalations are done for issues encountered while performing BAU activities and develop and maintain relations with regional stakeholders as well as various business areas. Your contribution to the overall team progress via team meetings, ideas, initiatives, training, and development will be essential. It is important that you have the ability to document procedures, develop training plans, and other business process relevant documentation and be able to deal with ad hoc activities while maintaining information systems. To be successful in this role, you should have 5-7 years of experience in Regulatory Reporting (MiFID, EMIR, ASIC, and SFTR). Preferred technical knowledge on DTCC and knowledge of regulation guidelines and Kaizen would be advantageous. A formal education of Graduation/Post Graduation in Commerce/Business Administration is required. Your skills should include being a team player, having knowledge of the Investment Management industry, various security types, and instruments. An understanding of various Derivative instruments is desirable along with strong accounting skills and communication skills, both verbal and written. You should have a proven ability to work under pressure, meet strict deadlines, excellent interpersonal skills, and be a flexible team player with the ability to multitask and work additional hours when needed. Accuracy in work is crucial for this role. Invesco offers a full-time position with a workplace model that supports its culture and provides flexibility for employees. The workplace policy requires working in the designated office at least three days a week, with two days working outside an Invesco office. At Invesco, integrity and meaningful work are key values, and the company believes in creating impact for stakeholders while fostering a diverse, inclusive, and supportive workplace where everyone feels equally valued. Employee benefits include competitive compensation, flexible work options, generous leave policies, insurance coverage, retirement planning, and various other support programs. If you are looking to make a difference every day, challenge yourself with meaningful work, and be part of a global employer with a social conscience, consider exploring your potential at Invesco. Apply for the role through the Invesco Careers portal to be a part of a diverse and inclusive workplace that values personal growth and supports continuous learning and development.,

You are a strategic thinker passionate about driving solutions in investment management. You have found the right team. As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. Job Responsibilities Grow the business through new clients and expand existing relationships. Deliver new products and retain current assets. Maintain a strong communication framework to provide clients with detailed insights. Work with the team on prospective opportunities and support existing client relationships. Manage regular updates to clients through pitch books and data-led reports. Learn about our business and respond to ad hoc queries from stakeholders. Set up new reporting requirements and troubleshoot data and reporting issues. Prepare strategy presentations including performance, market value, analytics, and portfolio holdings. Customize client presentations for Investment Specialist s review meetings. Analyze portfolios including positioning, analytics, and performance results. Assist with the preparation of client performance reports and investment review materials. Required qualifications, capabilities and skills At least 4 years of experience in Asset Management and Investment banking support. Excellent communication (written and verbal), analytical, and organizational skills. Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy. Time management skills & ability to multi-task. Strong quantitative and analytical skills (including data analysis and ability to understand data flows). Proficient in Microsoft Office (Excel, Word, PowerPoint). Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly. Self-starter and solution-oriented with an ability to work independently and as a team player. Comfortable working in a fast-paced environment across multiple time zones. A solid understanding of capital markets, and familiarity with asset management. Preferred qualifications, capabilities and skills Understanding of Multi-asset solutions business is a plus. CFA/FRM/CAIA candidature would be an added advantage. Strong automation skills. Coding experience is a plus.

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day Job Description The Data Steward is crucial to enable and track progress against Invesco s strategy - trustworthy data is foundational to deliver a superior investment and client experience. Provide support for various Data Domains. Consistently make proactive suggestions regarding product usability, presentation, and data quality. Continually learn, through formal and self-guided channels, to gain a growing understanding of data management, Invesco, and the industry. Responsible for the integrity of data and runs day-to-day activities necessary to produce, validate, and deliver quality data to consuming functions and systems. Proactively identifies, escalates, and resolves data issues. Perform initial triage/research for data issues and escalate/route as necessary. Work with senior associates on projects which improve and develop subject matter expertise. Provide insights regarding themes around issues and errors and propose solutions. Working closely with Data Product Owners, provide Data Analysis support for various development and research efforts. The Experience You Bring 0-2 years relevant experience, BA/BS in a relevant field. Strong attention to detail, natural curiosity, with a strong desire to learn, ask questions, and share ideas. Effectively manages multiple responsibilities, demonstrates initiative, and meets deadlines. Solid understanding of desk top tools and ability to leverage for analytic and communication purposes. Solid written and verbal communication skills. Basic level SQL and Excel skills required. Analytical skills with the ability to collect, organize, analyze, and disseminate information. Purposeful and execution-oriented who sets bar high for self. Good relationship building skills; appreciates diversity of thought and is a true team- player/collaborator. Displays positive attitude, professional demeanor and is highly reliable. Experience with additional data analysis tools such as VBA, Python, Alteryx, or PowerBI is nice to have. Academic requirements MBA/PGDM in Finance (2025 Batch) No current backlogs 60% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, UG course Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

The position is based in Invesco s Hyderabad office and reports to the in-country Internal Audit Senior Manager for India. The position is responsible for conducting Sarbanes-Oxley testing, risk-based internal audits, and other projects assigned. Audit work will require obtaining an understanding of the areas under review, executing internal control tests and documenting the results in accordance with Invesco s agile auditing principles and applicable professional standards. Your Role The primary duties and responsibilities of the position include but are not limited to: Planning and executing Sarbanes-Oxley testing and risk based internal audits of applicable business areas. These activities may involve working with international business partners in a remote manner, and include: Executing walkthroughs and documenting business procedures Identifying, evaluating, and documenting the design of key controls Developing audit programs to guide test work Exercising professional judgment in selecting the areas of emphasis for a given audit, and determining and locating sources of information Executing audit testing and completing work papers of high quality in accordance with the Internal Audit department s standards Obtaining acceptance on internal control weaknesses or inefficiencies and management action plans to address the same Conducting entry, update and exit meetings with business area management Drafting and finalizing internal audit reports to senior management Performing follow-up on previously identified audit findings and management s action plans Managing assignments within the allotted timeframes while achieving the desired quality of execution Fostering strong working relationships with all business partners including external auditors. Embracing the department s agile auditing principles, assisting with the development of advance analytics to facilitate the execution of audit work, identifying innovative, practical solutions and applying a continuous improvement mindset Contributing to developing a culture of risk and control awareness throughout the organization Executing special projects as requested The Experience You Bring Minimum of 3-4 years of core internal audit experience is required, with strong knowledge of risk and controls. Hands-on experience in executing SOX control testing, conducting risk-based internal audits across various business functions, and/or involvement in risk management is highly desirable. Previous experience in asset management, securities and/or banking industries a plus Understanding of regulatory reporting requirements for a public company Skills: Demonstrates high professional ethics. Excellent verbal and written communication skills (English) Proficient in Microsoft Office (MS Word, Excel, PowerPoint, etc. ) Result-oriented and comfortable as an individual contributor on certain assignments Able to handle confidential information and communicate clearly with individuals at a wide range of levels on sensitive matters Able to identify and thoroughly investigate discrepancies, and determine the appropriate course of action (either resolution or higher-level review) Strong critical thinking, analytical and decision-making skills Knowledge of analytical tools such as Tableau is an added advantage Project management, interpersonal and administrative skills Ability to work in a diverse, cross-functional, international environment and in different time-zones (based on team requirements) Relationship management and team building skills Adaptable, willing to learn and comfortable working in a dynamic environment Self-starter, self-motivated, and able to work without frequent direct supervision Willingness to work in shifts for certain periods Academic requirements Bachelor s degree in accounting, finance, or other related fields, or other Bachelor degree plus relevant industry experience; masters degree will be considered an asset Professional accounting or auditing designation (e. g. , CA, CPA, CFA, CIA, ACCA, ACFE) or to have substantially completed the requirements for such a designation Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

The position is based in Invesco s Hyderabad office and reports to the in-country Internal Audit Senior Manager for India. The position is responsible for conducting Sarbanes-Oxley testing, risk-based internal audits, and other projects assigned. Audit work will require obtaining an understanding of the areas under review, executing internal control tests and documenting the results in accordance with Invesco s agile auditing principles and applicable professional standards. Your Role The primary duties and responsibilities of the position include but are not limited to: Planning and executing Sarbanes-Oxley testing and risk based internal audits of applicable business areas. These activities may involve working with international business partners in a remote manner, and include: Executing walkthroughs and documenting business procedures Identifying, evaluating, and documenting the design of key controls Developing audit programs to guide test work Exercising professional judgment in selecting the areas of emphasis for a given audit, and determining and locating sources of information Executing audit testing and completing work papers of high quality in accordance with the Internal Audit department s standards Obtaining acceptance on internal control weaknesses or inefficiencies and management action plans to address the same Conducting entry, update and exit meetings with business area management Drafting and finalizing internal audit reports to senior management Performing follow-up on previously identified audit findings and management s action plans Managing assignments within the allotted timeframes while achieving the desired quality of execution Fostering strong working relationships with all business partners including external auditors. Embracing the department s agile auditing principles, assisting with the development of advance analytics to facilitate the execution of audit work, identifying innovative, practical solutions and applying a continuous improvement mindset Contributing to developing a culture of risk and control awareness throughout the organization Executing special projects as requested The Experience You Bring Minimum of 3-4 years of core internal audit experience is required, with strong knowledge of risk and controls. Hands-on experience in executing SOX control testing, conducting risk-based internal audits across various business functions, and/or involvement in risk management is highly desirable. Previous experience in asset management, securities and/or banking industries a plus Understanding of regulatory reporting requirements for a public company Skills: Demonstrates high professional ethics. Excellent verbal and written communication skills (English) Proficient in Microsoft Office (MS Word, Excel, PowerPoint, etc. ) Result-oriented and comfortable as an individual contributor on certain assignments Able to handle confidential information and communicate clearly with individuals at a wide range of levels on sensitive matters Able to identify and thoroughly investigate discrepancies, and determine the appropriate course of action (either resolution or higher-level review) Strong critical thinking, analytical and decision-making skills Knowledge of analytical tools such as Tableau is an added advantage Project management, interpersonal and administrative skills Ability to work in a diverse, cross-functional, international environment and in different time-zones (based on team requirements) Relationship management and team building skills Adaptable, willing to learn and comfortable working in a dynamic environment Self-starter, self-motivated, and able to work without frequent direct supervision Willingness to work in shifts for certain periods Academic requirements Bachelor s degree in accounting, finance, or other related fields, or other Bachelor degree plus relevant industry experience; masters degree will be considered an asset Professional accounting or auditing designation (e. g. , CA, CPA, CFA, CIA, ACCA, ACFE) or to have substantially completed the requirements for such a designation Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM. Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints Manage the admin function of the branch Support the sales team w. r. t. new product information, regulatory changes etc. Manage the onboarding of investor. Liaison and coordination with AMC branches and CSO s across India. The Experience You Bring: Minimum 2 years experience in Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel Familiarity with regulatory procedures, documentation and knowledge of MF is required NISM Series V - Mutual Funds Distributor Module certified Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

The position is based in Invesco s Hyderabad office and reports to the in-country Internal Audit Senior Manager for India. The position is responsible for conducting Sarbanes-Oxley testing, risk-based internal audits, and other projects assigned. Audit work will require obtaining an understanding of the areas under review, executing internal control tests and documenting the results in accordance with Invesco s agile auditing principles and applicable professional standards. Your Role The primary duties and responsibilities of the position include but are not limited to: Planning and executing Sarbanes-Oxley testing and risk based internal audits of applicable business areas. These activities may involve working with international business partners in a remote manner, and include: Executing walkthroughs and documenting business procedures Identifying, evaluating, and documenting the design of key controls Developing audit programs to guide test work Exercising professional judgment in selecting the areas of emphasis for a given audit, and determining and locating sources of information Executing audit testing and completing work papers of high quality in accordance with the Internal Audit department s standards Obtaining acceptance on internal control weaknesses or inefficiencies and management action plans to address the same Conducting entry, update and exit meetings with business area management Drafting and finalizing internal audit reports to senior management Performing follow-up on previously identified audit findings and management s action plans Managing assignments within the allotted timeframes while achieving the desired quality of execution Fostering strong working relationships with all business partners including external auditors. Embracing the department s agile auditing principles, assisting with the development of advance analytics to facilitate the execution of audit work, identifying innovative, practical solutions and applying a continuous improvement mindset Contributing to developing a culture of risk and control awareness throughout the organization Executing special projects as requested The Experience You Bring Minimum of 3 4 years of core internal audit experience is required, with strong knowledge of risk and controls. Hands-on experience in executing SOX control testing, conducting risk-based internal audits across various business functions, and/or involvement in risk management is highly desirable. Previous experience in asset management, securities and/or banking industries a plus Understanding of regulatory reporting requirements for a public company Skills: Demonstrates high professional ethics. Excellent verbal and written communication skills (English) Proficient in Microsoft Office (MS Word, Excel, PowerPoint, etc.) Result-oriented and comfortable as an individual contributor on certain assignments Able to handle confidential information and communicate clearly with individuals at a wide range of levels on sensitive matters Able to identify and thoroughly investigate discrepancies, and determine the appropriate course of action (either resolution or higher-level review) Strong critical thinking, analytical and decision-making skills Knowledge of analytical tools such as Tableau is an added advantage Project management, interpersonal and administrative skills Ability to work in a diverse, cross-functional, international environment and in different time-zones (based on team requirements) Relationship management and team building skills Adaptable, willing to learn and comfortable working in a dynamic environment Self-starter, self-motivated, and able to work without frequent direct supervision Willingness to work in shifts for certain periods Academic requirements Bachelor s degree in accounting, finance, or other related fields, or other Bachelor degree plus relevant industry experience; masters degree will be considered an asset Professional accounting or auditing designation (e.g., CA, CPA, CFA, CIA, ACCA, ACFE) or to have substantially completed the requirements for such a designation Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

We are looking for a Private Wealth Operations Associate to work in a team that supports multiple Financial Advisors and their clients. This role is responsible for many aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management. A Private Wealth Operations Associate will: Partner with Financial Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account maintenance, account valuation, and research requests Partner with Client Service Associates to accomplish a common goal of providing exceptional service Interact and network with senior professionals throughout the firm to fuel career success Ensure accurate and timely completion of responsibilities Training Program: Private Wealth Operations Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Qualifications: The ideal candidate should: Postgraduate/Masters degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience. Have 2 to 3 years of industry experience. Be an accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere. Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.

Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM. Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints Manage the admin function of the branch Support the sales team w.r.t. new product information, regulatory changes etc. Manage the onboarding of investor. Liaison and coordination with AMC branches and CSO s across India. The Experience You Bring: Minimum 2 years experience in Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel Familiarity with regulatory procedures, documentation and knowledge of MF is required NISM Series V - Mutual Funds Distributor Module certified Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day