1553 Investment Management Jobs - Page 17

What this job involves: Managing end-to-end Order to Cash processes including expenses and revenue analysis Submitting invoices to Business, Client Portal or Client as applicable Preparing reconciliations, accruals, deferment and reclass journals Manage billing related queries Reporting invoicing status to Business or DC team coordinators Collaborating across multiple Finance and Business teams Sounds like you To apply, you need to have: Requirements: Degree holder preferred B.com/M.Com/MBA in Finance 4-6 years of invoicing/billing experience Strong accounting knowledge and analytical skills High attention to detail with ability to prioritize work within tight deadlines Proficiency in Microsoft Excel, PowerPoint, and Word Fluency in spoken and written English Technical skills: Experience managing end-to-end billing processes including setup and invoice finalization Experience with P&L preparation, budgeting, forecasting, and month-end reporting What we can do for you: At JLL, we ensure that you become the best version of yourself by helping you realize your full potential in an entrepreneurial and inclusive work environment. We will empower your ambitions through our dedicated Total Rewards Program and competitive pay and benefits package. On-site Gurugram, HR Scheduled Weekly Hours: 40

Some careers have more impact than others. If you re looking for a career where you can make a real impression, join HSBC and discover how valued you ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Senior Transitions Manager Principal responsibilities The Client Change and Onboarding Team is a global team of c200 FTEs supporting all Securities Services (SSv) products, including Funds Services, Global Custody and Direct Custody and Clearing Services and is accountable for the management, delivery, and execution of all client-related programmes in line with strategy and targets. The Transitions team is under the Global Client Change and Onboarding function in Securities Services to lead the onboarding for both global custody and fund client. It has global responsibility for client implementations across region & products. The Transitions role lead change initiation, design and delivery and are accountable for successful delivery of both Technology and Business Change Programmes and ensuring benefits realisation. They operate at a senior level and engage and influence a wide spectrum of stakeholders and partners across HSBC. The remit area may be market-based, regional or global, and may cross multiple GB/GFs The role holder is to take charge of new business onboarding process for cases across the Asia-Pacific region: Act as the single point of contact to clients contact involved in implementation. Manage and coordinate the overall implementation process including migrations, account openings and entitlements to deliver client desired services. Develop and communicate a regular status of all implementations in the relevant region highlighting any potential risk. Engage in client discussions and relationship management activities as required to support the various businesses. Work together with key parties in each project, and ensure all parties are accountable for their tasks and progress as planned. Manage tasks to shorten cycle time and accelerate generation of revenues. Lead internal resources across functions (operations, systems, and products management), to complete implementations on time. Arrange handover of the client service requirements to Client Servicing Team for seamless transition upon successful completion of transition activities, and post implementation review. Coordinate transition activities with all internal and external parties and report to clients. Provide feedback on current processes and be a member to contribute to process improvement initiatives, if appropriate. Provide regular internal and external update regarding that projects that he/she is running. Management of Risk Proactive management of risk leveraging insight and support from across the business in order to translate and communicate this risk in business terms. Responsible for the continual assessment of operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring and the impact of new technology. Demonstrates compliance with HSBC Bank plc Group standards, manuals and policies and adheres to the defined work practices, internal controls and risk management standards associated with the role. Observation of Internal Controls Maintains HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators. Understands, follows, and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business activities associated with the role, specifically HSBC Bank plc internal controls and compliance policies and manuals. Requirements Extensive knowledge of banking products and operations, especially securities related services including Fund Accounting and Global Custody. Change delivery practices including a working knowledge of a range of delivery practices including agile methodology. Good awareness of business, regulatory and technology change within investment management is essential. Experience Proven relevant experience preferable with managerial function, ability to challenge coupled with excellent influencing skills across a multitude of internal/external stakeholders. Operating in a client led environment or as a third-party administrator. Know-your-client (KYC) and due diligence handling experience. Strong interpersonal, communication, analytical, creative problem solving, collaborative and influencing skills. Excellent written English, excellent oral skills in English and Mandarin. A solid understanding of business change techniques including the application of industry-standard methodologies, techniques, complex modelling, and scenario planning. Energetic, result oriented, change agent, with a strong work ethic. Self-motivated with the ability to think, and act, independently and able to work under pressure to meet programme deadlines. Team player and people motivator; strong people management and development across diverse cultures. Must be a self-starter, able to multi-task and be able to prioritise effectively with minimal supervision. You ll achieve more at HSBC HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc. , We consider all applications based on merit and suitability to the role. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

About this role BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions . Th firm has a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. Job Profile The role sits in Data Operations within Data & AI which is a centralized data group dedicated to ensuring that all information required for the investment management process including positions, security data, pricing, risk, cash, net asset value (NAV), performance and compliance are delivered through the Green Package consistently, accurately and on a timely basis. Candidates for this role will be part of our Production Delivery team. Production Delivery is a team that is responsible for the timely and accurate delivery of Risk and Performance Analytics Reporting to our clients through the release of the Green Package (GP) product. The GP is a comprehensive suite of reports and tools which allow portfolio management teams to manage market risk and make sound investment decisions. Production Delivery is a fast paced and challenging environment with team members who all share an interest in Finance and Technology. Responsibilities: Ideally 1-2 Years Experience Use technical skills to ensure the accuracy of large analytical data sets, automate processes with scripts and efficiently query information from a vast database. Exhibit attention to detail while delivering Green Package analytics and be accountable of timely delivery of reports to clients in accordance with Service Level Agreements. Engage in meetings with end-users of the Green Package product from all levels within the company from Portfolio and Risk Managers to Operations teams and also with our external Clients. Support client requests related to the Green Package analytics. Be a Student of the Markets by following the global markets on a daily basis to understand how macro-economic factors can affect the Green Package analytics and portfolios management s risk and investment decisions. Project work: engaging with other internal teams to think creatively and deliver innovative solutions to our complex client demands. Show desire to work in a constantly evolving, changing, and challenging environment. Good to have the understanding of Fixed Income, Equity, Derivatives and Alternatives products and how they are modeled and traded in Aladdin. Qualifications: Excellent problem-solving and critical-thinking skills and an ability to identify problems, design and articulate solutions and implement change. Must possess strong verbal and written communication skills and be able to develop good working relationships with stakeholders. Have a Tech IQ with basic understanding of SQL and Unix. Other Technical skills (Python and PERL) are preferred but not necessary. Must be detail orientated, possess initiative and work well under pressure. Knowledge of financial products in Fixed Income, Equities and Derivatives, and familiarity with Risk analytics such as Durations, Spreads, Beta and VaR would be an advantage. Degree in Finance, Engineering or Technology would be preferred. Given that the nature of this role is Finance and Technology (FinTech) centric, we would like candidates who demonstrate an aptitude for learning these aspects of the job. Good Spoken and Written Communication skills, should be able to converse freely with global counterparts Flexible to work in shifts and/or split weekends and holidays. Developmental Value: Candidates will gain exposure to working directly with our stakeholders such as Portfolio Management Group, Risk & Quantitative Analysis, Client Reporting Teams and BlackRock Solutions Aladdin Clients. Candidates will have the opportunity to develop knowledge on the constantly evolving Aladdin investment technology, improve on their finance knowledge and technical skills. Candidates will have the opportunity to participate in projects that will push them to think outside the box in order to solve numerous complex issues. Our benefits . Our hybrid work model . At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www. linkedin. com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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 Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly. Your Team [Department summary, 4-5 sentences max] Your Role [A brief description of the job and its purpose - 4-5 sentences max] You Will Be Responsible For: [We recommend 8 bullet points or fewer. Manager s discretion] The Experience You Bring: [We recommend 8 bullet points or fewer. Manager s discretion] **The information below comes from the Job Leveling Guide and is meant to assist you in writing the job description. Please delete once you have completed the job description.** General Role Profile Requires specialized depth and/or breadth of expertise in own job family and broad knowledge of related job families Leads others to solve complex problems where significant initiative and independent judgement is required May lead functional Teams or projects Contributes to setting standards around which others will operate within Area of expertise Works independently, with guidance in only most complex situations Knowledge Requires specialized knowledge and expertise in own job family and deep experience in integrating related job family knowledge Business Acumen Interprets internal/external business challenges and recommends best practices to improve products, processes or services Problem Solving Works on complex assignments where significant initiative and independent judgement is required to search out appropriate course of action within the context of established goals and objectives Uses concepts and abilities of the skill to solve complex problems in creative and effective ways Impact Makes decisions on a variety of matters consistent with established goals and objectives Selects methods and techniques for obtaining solutions May provide guidance to others Impacts the achievement of business, client, operational, program or product objectives Leadership Manages projects and end to end programs with moderate resource requirements, risk and/or complexity Influence and Partnership Communicates difficult concepts and negotiates with others to adopt a different point of view Converts technical information to compelling business context and advice Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 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 In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

About Us Stronghold Investment Management ( Stronghold, SIM, or the Firm ) is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making. Stronghold was founded by Ryan Turner in 2016 and has deployed over $1.6 billion in capital across 10+ investment vehicles. Ultimately, Stronghold intends to apply its technology-intensive investment approach to a variety of specialist real assets verticals, including: Oil & Gas Renewables Specialty Real Estate (commercial, datacenters, marinas) Telecommunications and Technology Infrastructure Billboards and Fixtures Mining & other commodities Utilities Secondaries Job Description: We are building a cutting edge technology platform and are looking for highly motivated Front End Software Engineer to join our team in Bangalore, India. . The ideal candidate will possess strong expertise in front end technologies, such as JavaScript, TypeScript, and React, preferably with exposure to Financial Services, Real Assets (Oil & Gas, Real Estate etc.) or Fintech. Key Responsibilities Assist in designing, developing, and maintaining high-quality frontend interfaces using JavaScript, TypeScript, and React. Work collaboratively with senior engineers, backend developers, and UX/UI designers to improve user experiences. Help implement frontend code based on UX/UI design wireframes and specifications. Contribute to data management strategies, including integration with backend services and databases. Continuously learn and stay updated with frontend trends and technologies under the guidance of senior team members. Understanding of Geospatial technologies, spatial modeling, formatting and analysis will be a strong plus. Qualities Technical Aptitude: Strong expertise in front end technologies like JavaScript, TypeScript, and React. Experience of 4+ years would is desirable but not necessary. Eager to Learn: Demonstrated willingness to rapidly acquire new skills and technologies. Analytical Skills: Ability to understand complex issues and work with the team to find effective solutions. Attention to Detail: Rigorous approach to code quality, UI design, and data management. Teamwork: Good interpersonal skills and ability to collaborate effectively with both remote and local team members. Ethical and Accountable: Maintains high ethical standards and is responsible for outcomes. Educational Qualifications A Bachelor s Degree in Computer Science, Software Engineering, or a related field is preferred, but relevant experience will also be considered. Why join Stronghold s Bangalore Team At Stronghold, youre not just another employee; you are a part of our global family. We believe in nurturing talent, fostering innovation, and celebrating successes together. With our state-of-the-art technology and a team of industry experts, we offer a platform for growth, development, and unparalleled learning. Benefits: Salary: Competitive and aligned with local standards. Performance Bonus: According to company policy. Benefits: Includes medical insurance and group term life insurance. Continuous learning and development.10 recognized public holidays. Parental Leave

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 Your Team 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 Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 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 In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Independently manage the assigned distributor channel/network and also enhance the scope of distribution Establish & Manage relationships through a regular calling programme Organise promotional activities and ensure high share of mind of our products, increase the visibility of HSBC Mutual Fund Schemes and PMS schemes and improve awareness of our schemes Organise and facilitate investor and distributor meetings Organise and conduct training sessions for the Channel Work closely with the Investment management team to equip the sales force in the channel with details on the Markets and Products, and be able to communicate the key features of our products over competition. Provide regular performance, product and competitor updates Deliver sales budgets for the given geography/distributor portfolio Procure new and maintain direct relationships with assigned customers/network clientele Productively work with the Operations/Customer Service to ensure efficiency is maintained. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 10 to 12 years of experience in Wealth management in a clientfacing role involving Mutual Fund Sales Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply NISM Certificate Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

No sales involved, Review client profile & offer tailored investments Build client relationship through regular reviews, communication, meet Prepare documents for Estate Planning (will be trained) Added Advantage: Knowledge in personal taxation

As a Wealth Manager at Globe Capital Market Limited located in Pune/Pimpri-Chinchwad Area, your primary responsibility will be to assist clients in achieving their financial goals through meticulous financial planning, investment management, and handling of diverse investment portfolios. You will utilize your expertise in financial planning and investment management to guide individuals through the intricacies of the financial markets. Your role will entail managing clients" investments, executing finance-related tasks, and overseeing insurance portfolios. With your strong analytical and problem-solving skills, you will provide strategic recommendations tailored to clients" financial objectives. Effective communication and interpersonal skills will be essential in establishing and maintaining productive relationships with clients. The ideal candidate for this full-time on-site position should possess a solid background in Financial Planning and Investment Management, along with practical experience in Investments, Finance, and Insurance. By leveraging your knowledge and skills in these areas, you will play a crucial role in helping clients secure their financial future and build wealth effectively.,

As a Process Management Team Leader in the APAC time zone, you play a crucial role in overseeing the validation of data in the Aladdin Accounting Book of Record. This data is essential for generating client valuation reports and performance calculations. Your expertise in accounting within the Accounting & Control team enables you to efficiently manage and clear Quality Control checks, ensuring timely resolution and accurate reporting. In your role as a Team Leader, you are responsible for supervising the team's workflow, ensuring tasks are completed to high standards, and handling complex QC checks and queries. Effective communication with upstream operational teams is key to ensuring the timely receipt of information. You will also focus on continuous process improvement, actively seeking enhancements to the operating model to drive efficiency. Key responsibilities include supervising processes and team members, coordinating workflow across global teams, ensuring adherence to SLAs, and facilitating the production of valuation reports within set timeframes. You will also play a role in mentoring junior team members, supporting their development on a daily basis. Your role involves overseeing various Accounting Control Process Management tasks, implementing business controls, and ensuring consistency in processes across different regions. Additionally, you will collaborate with internal and external stakeholders to drive effective solutions for escalated issues. To excel in this role, you must possess excellent interpersonal and communication skills, client awareness, and problem-solving abilities. Strong organizational skills, proficiency in PC tools such as MS Excel and MS Word, and experience in the Securities or Fund Management industry are essential. Previous management experience, along with the ability to develop people and analyze and solve problems, will be beneficial in fulfilling your responsibilities effectively. Overall, your role as a Process Management Team Leader requires a proactive approach, a keen eye for detail, and a continuous drive for improvement to ensure the team's success and contribute to the overall efficiency of the Accounting Control Process Management function.,

You will be joining YC.DO (Y Commercials) as a Financial Advisor, a full-time on-site role located in Pune. Your primary responsibilities will include financial planning, retirement planning, investment management, and offering valuable financial advice to clients. Your role will entail analyzing financial data, evaluating risks, devising financial strategies, and assisting clients in making well-informed financial decisions. To excel in this position, you should possess a strong background in financial planning, finance, retirement planning, and investment management. Your expertise in financial advisory services, coupled with the ability to analyze financial data and assess risks effectively, will be crucial. Excellent communication and interpersonal skills are essential, along with meticulous attention to detail and the capability to work autonomously. Ideally, you should hold a bachelor's or master's degree in finance, economics, or a related field. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous in this role. By leveraging your knowledge and experience in financial services, you will play a key role in delivering exceptional financial guidance and maximizing returns for our clients at Y Commercials Pvt. Ltd.,

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process Role & responsibilities Preferred candidate profile

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 Job Purpose (Job Summary) : The Client Administration Representative is responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. You will monitor the quality and timeliness of service delivery to customers to guarantee customer satisfaction. This can include handling, opening, sorting, and identifying customer correspondence, processing requests for account research from internal clients, and processing investment checks. Key Responsibilities / Duties : Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work. Evaluates problems and situations to determine importance and urgency. Conducts research and processes adjustments, when necessary, independently or with other departments to the mutual satisfaction of the client and Invesco. Fully documents and forwards complaint items for permanent filing Performs detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors quality and timeliness of resolution so that it meets our standards. Places outbound calls/queries as needed to obtain information and provide solutions to the client, appropriately documents the phone call/communication. Utilizes computer applications to access account information and reference materials. Enter financial and non-financial transactions and verify completeness and accuracy of work. Performs other duties as assigned. Work Experience / Knowledge : Proficiency with keyboarding and computer fundamentals in a Windows environment Basic mathematical skills necessary Ability to grasp and apply concepts and new training as and when trained on new work. Contribute to team and process improvement by actively participating in daily MDIs and working on initiatives/projects as and when there is an opportunity. Experience in handling customer requests, processing financial and non-financial transactions on behalf of internal clients. Skills / Other Personal Attributes Required : Strong communication skills Meet and exceed team quality, productivity and efficiency standards as defined from time to time. An ability to make quick decisions, establish priorities and concentrate on detailed information sometimes under stressful conditions. Strong reasoning skills and an aptitude for problem solving. Ability to cooperate in a team environment. Ability to work under minimal supervision. Taking complete ownership and accountability for assigned work and always keeping team management on critical work keeping client s interest in mind Learning from feedback mechanisms and incorporating new learning to improve quality of work thereby eliminating errors Follow departmental policies and procedures as laid out from time to time. Formal Education : Post Graduate MBA Finance preferred. Why Invesco What s in it for you? 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 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 Job Purpose (Job Summary) : The Client Administration Representative is responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. You will monitor the quality and timeliness of service delivery to customers to guarantee customer satisfaction. This can include handling, opening, sorting, and identifying customer correspondence, processing requests for account research from internal clients, and processing investment checks. Key Responsibilities / Duties : Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work. Evaluates problems and situations to determine importance and urgency. Conducts research and processes adjustments, when necessary, independently or with other departments to the mutual satisfaction of the client and Invesco. Fully documents and forwards complaint items for permanent filing Performs detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors quality and timeliness of resolution so that it meets our standards. Places outbound calls/queries as needed to obtain information and provide solutions to the client, appropriately documents the phone call/communication. Utilizes computer applications to access account information and reference materials. Enter financial and non-financial transactions and verify completeness and accuracy of work. Performs other duties as assigned. Work Experience / Knowledge : Proficiency with keyboarding and computer fundamentals in a Windows environment Basic mathematical skills necessary Ability to grasp and apply concepts and new training as and when trained on new work. Contribute to team and process improvement by actively participating in daily MDIs and working on initiatives/projects as and when there is an opportunity. Experience in handling customer requests, processing financial and non-financial transactions on behalf of internal clients. Skills / Other Personal Attributes Required : Strong communication skills Meet and exceed team quality, productivity and efficiency standards as defined from time to time. An ability to make quick decisions, establish priorities and concentrate on detailed information sometimes under stressful conditions. Strong reasoning skills and an aptitude for problem solving. Ability to cooperate in a team environment. Ability to work under minimal supervision. Taking complete ownership and accountability for assigned work and always keeping team management on critical work keeping client s interest in mind Learning from feedback mechanisms and incorporating new learning to improve quality of work thereby eliminating errors Follow departmental policies and procedures as laid out from time to time. Formal Education : Post Graduate MBA Finance preferred. Why Invesco What s in it for you? 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

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 Working knowledge of operations and end-to-end workflows across the asset classes Ability to assist and stay abreast of all front office operational issues Investigate, research, and resolve any issues that may have incurred within the reporting period for daily, weekly, monthly, and quarterly reporting Validate completeness and accuracy of data in various data/reports as allocated by front office/fund managers Accurately process all the BAU requests and client instructions/requests within the established time frames Compile data and supporting documentation for internal & external audits, reviews and compliance requirements Transaction processing and ad-hoc tasks as allocated by front office teams Support and provide valuable inputs to our business partners on special projects or by contributing new ideas and initiatives Serve as a liaison for proxy inquiries, questionnaires, surveys for Request For Proposals and various adhoc request to share finding with internal parties Support and assist with onboarding of country markets for Exchange Traded Funds, onboard sponsors, monitor asset reporting and continuously explore efficiencies to accommodate expansion of firms Follow documentation, identify gaps in processes and escalate accordingly by effectively communicating with investments, trading teams, front office teams, technology, investment services teams and other users to resolve issues and escalate problems to the appropriate groups Provide research support by producing reports and performing data entry tasks including the daily maintenance of critical spreadsheets used in the investment decision process. Update various excel files for Investment Team based on deadlines established by each, i. e. , daily, weekly, monthly, quarterly. Perform and coordinate portfolio analytics, including performance attribution, and monthly/quarterly reporting data packages. Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team. Expect to work with stakeholders located in global offices in NA, APAC, & EMEA Why Invesco What s in it for you? 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 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 Working knowledge of operations and end-to-end workflows across the asset classes Ability to assist and stay abreast of all front office operational issues Investigate, research, and resolve any issues that may have incurred within the reporting period for daily, weekly, monthly, and quarterly reporting Validate completeness and accuracy of data in various data/reports as allocated by front office/fund managers Accurately process all the BAU requests and client instructions/requests within the established time frames Compile data and supporting documentation for internal & external audits, reviews and compliance requirements Transaction processing and ad-hoc tasks as allocated by front office teams Support and provide valuable inputs to our business partners on special projects or by contributing new ideas and initiatives Serve as a liaison for proxy inquiries, questionnaires, surveys for Request For Proposals and various adhoc request to share finding with internal parties Support and assist with onboarding of country markets for Exchange Traded Funds, onboard sponsors, monitor asset reporting and continuously explore efficiencies to accommodate expansion of firms Follow documentation, identify gaps in processes and escalate accordingly by effectively communicating with investments, trading teams, front office teams, technology, investment services teams and other users to resolve issues and escalate problems to the appropriate groups Provide research support by producing reports and performing data entry tasks including the daily maintenance of critical spreadsheets used in the investment decision process. Update various excel files for Investment Team based on deadlines established by each, i. e. , daily, weekly, monthly, quarterly. Perform and coordinate portfolio analytics, including performance attribution, and monthly/quarterly reporting data packages. Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team. Expect to work with stakeholders located in global offices in NA, APAC, & EMEA Why Invesco What s in it for you? 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

CONTROLLERS Controllers ensure that the firm meets all the financial control and reporting obligations of a global, regulated, and public financial institution. Our professionals measure the profitability of, and risks associated with, every aspect of the firms business. Controllers also ensure that the firms activities are conducted in compliance with the regulations governing transactions in the financial markets. OUR IMPACT Were a team of specialists charged with managing the firm s liquidity, capital, and risk, and providing the overall financial control and reporting functions. Whether assessing the creditworthiness of the firm s counterparties, monitoring market risks associated with trading activities, or offering analytical and regulatory compliance support, our work contributes directly to the firm s success. The business is ideal for collaborative individuals who have strong ethics and attention to detail. BUSINESS UNIT The Controllers group is responsible for safeguarding the firms assets: to help maintain the integrity of Goldman Sachs finances and expenditures. Through careful consideration and analyses of firm finances, objectives and strategies, we ensure that the firms businesses continue to be profitable and efficiently run. Controllers also ensure that all business practices are in compliance with financial and regulatory requirements worldwide. Since contact with virtually every part of the firm is essential to Controllers, professionals in the department experience Goldman Sachs businesses, products, and sophisticated technology systems in depth. Direct Hedge Funds, Hedge Funds Strategies, Private Equity Group teams within Controllers support the alternative investments within Goldman Sachs Asset Management division with oversight over complex private funds. ABOUT GOLDMAN SACHS Please note that our firm has adopted a COVID-19 vaccination requirement for employees who work onsite at any of our U.S. locations to safeguard the health and well-being of all our employees and others who enter our U.S. offices. This role requires the employee to be able to work on-site. As a condition of employment, employees working on-site at any of our U.S. locations are required to be fully vaccinated for COVID-19, and to have either had COVID-19 or received a booster dose if eligible under Centers for Disease Prevention and Control (CDC) guidance, unless prohibited by applicable federal, state, or local law. The Goldman Sachs Group, Inc., 2023. All rights reserved.

The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bangalore, Hong Kong and other major financial centers around the world. FICC & EQUITIES We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. PB Risk and Underwriting is looking for an Associate to join our NY team focused on bespoke solutions (PB+). PB Risk and Underwriting provides services including financing, securities lending, execution and clearing, custody and settlement, capital introduction, consulting services to hedge funds, institutional clients, market makers, brokers. The Risk team is responsible for end of day and intraday risk management of client portfolios. The Risk team maintains proprietary stress methodologies that govern the margin posted by clients or setting risk limits at overall Beneficiary level. Risk team also runs several risk control processes for timely identification and escalation of client portfolios flagging for specific risks and prepares regular updates for senior management. For centrally cleared products (listed and OTC), the Risk team also reviews exchange margin methodologies on a regular basis and regularly engages with Exchanges, regulatory bodies and industry associations in advocacy efforts to ensure exchange models are robust. Our PB+ team leads the development of new client solutions and facilitates bespoke client transactions by leveraging our institutional capabilities, and making connections across various products, asset classes, and client segments. With reach across all prime brokerage s business lines, we work directly with clients, sales and trading to structure and underwrite financing transactions and financial products to meet the needs of our clients. In turn, members of our team develop a diverse book of business across multiple product lines, with broad exposure to the firm s global client base. The team works on transactions globally, alongside colleagues in our major offices in the US, EMEA and Asia. Responsibilities Work closely with members of the team across functions Collaborate with, and build strong partnerships, across Credit Risk, PB Risk Strats, and Tech teams Take part in all areas of bespoke & complex transaction execution Conduct ongoing monitoring of trades and control processes for timely identification and escalation post-execution Manage the setup and onboarding of new trades into existing workflows Basic Qualifications Highly motivated, entrepreneurial, and team-oriented. Passion for solving problems Strong organizational skills and strong attention to detail Strong technical and quantitative capabilities required Ability to multi-task across various projects and perform each at a high level About Goldman Sachs

The Risk division is responsible for credit, market and operational risk, model risk, independent liquidity risk, and insurance throughout the firm. Level/Location: Associate, Bengaluru The Operational Risk Department at Goldman Sachs is an independent risk management function, responsible for developing and implementing a standardized framework to identify, measure, and monitor operational risk across the firm. This Operational Risk role provides coverage across Control divisions at the firm (except Engineering Division) and requires subject matter expertise in the areas of operational risk and overall risk management, as well as broad understanding of and experience in Trading & Investment Banking related risks. The team is dedicated to actively employing and strengthening the components of the firm s operational risk management framework, with focus specifically on these divisions and their unique risk profiles. Primary Responsibilities: Oversee operational risk framework within the second line of defense working closely with the divisions where appropriate providing robust challenge. Facilitate challenge of RCSA and Control Assessment ratings with appropriate divisions to ensure appropriate measurement approach and rationale has been employed. Conduct quarterly trigger assessments for divisions to ensure the risk and control self -assessment (RCSA) and tail scenarios remain accurately assessed and current Facilitate operational risk event management framework and data collection, including the detailed reviews of significant events to ensure appropriate remediation plans are implemented, and identification of trends to identify significant or emerging risks. Review and evaluate new business initiatives and firm acquisitions to identify changes to the operational risk profile of the divisions. Develop day to day risk management metrics which quantify the divisions exposure to various types of operational risk. Conduct scenario analysis by working with stakeholders to develop and quantify scenarios measuring tail risks used for stress testing and capital calculations. Contribute to the advancement of operational risk methods and practices and the operational risk management framework across Divisions. Act as the Operational Risk SME/lead on new products /acquisitions Challenge Contribute to the risk profile assessment materials - a data driven approach to highlighting trends and deeper risk management themes across the CF&O divisions. Work with other risk Departments to help define key themes and profiles required to produce comparison for divisional risk summaries. This role requires initiative, strong communication skills and the ability to engage with a broad range of global stakeholders across business verticals and Control divisions. Qualifications: Bachelor s degree and 3-7+ years of relevant experience working in either operational risk, relevant divisions, or business units. Experience developing and deploying concepts within the operational risk framework for the control side of financial institutions. Proven execution ability Strong verbal and written communication skills and ability to influence outcomes. Ability to work in a fast-paced environment with a focus on delivery Strong organizational and program management skills Data Analytics capability Proficiency in Excel, PowerPoint, and SharePoint

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 Working knowledge of operations and end-to-end workflows across the asset classes Ability to assist and stay abreast of all front office operational issues Investigate, research, and resolve any issues that may have incurred within the reporting period for daily, weekly, monthly, and quarterly reporting Validate completeness and accuracy of data in various data/reports as allocated by front office/fund managers Accurately process all the BAU requests and client instructions/requests within the established time frames Compile data and supporting documentation for internal & external audits, reviews and compliance requirements Transaction processing and ad-hoc tasks as allocated by front office teams Support and provide valuable inputs to our business partners on special projects or by contributing new ideas and initiatives Serve as a liaison for proxy inquiries, questionnaires, surveys for Request For Proposals and various adhoc request to share finding with internal parties Support and assist with onboarding of country markets for Exchange Traded Funds, onboard sponsors, monitor asset reporting and continuously explore efficiencies to accommodate expansion of firms Follow documentation, identify gaps in processes and escalate accordingly by effectively communicating with investments, trading teams, front office teams, technology, investment services teams and other users to resolve issues and escalate problems to the appropriate groups Provide research support by producing reports and performing data entry tasks including the daily maintenance of critical spreadsheets used in the investment decision process. Update various excel files for Investment Team based on deadlines established by each, i.e., daily, weekly, monthly, quarterly. Perform and coordinate portfolio analytics, including performance attribution, and monthly/quarterly reporting data packages. Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team. Expect to work with stakeholders located in global offices in NA, APAC, & EMEA Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you? As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 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 In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

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 Job Purpose (Job Summary) : The Client Administration Representative is responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. You will monitor the quality and timeliness of service delivery to customers to guarantee customer satisfaction. This can include handling, opening, sorting, and identifying customer correspondence, processing requests for account research from internal clients, and processing investment checks. Key Responsibilities / Duties : Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work. Evaluates problems and situations to determine importance and urgency. Conducts research and processes adjustments, when necessary, independently or with other departments to the mutual satisfaction of the client and Invesco. Fully documents and forwards complaint items for permanent filing Performs detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors quality and timeliness of resolution so that it meets our standards. Places outbound calls/queries as needed to obtain information and provide solutions to the client, appropriately documents the phone call/communication. Utilizes computer applications to access account information and reference materials. Enter financial and non-financial transactions and verify completeness and accuracy of work. Performs other duties as assigned. Work Experience / Knowledge : Proficiency with keyboarding and computer fundamentals in a Windows environment Basic mathematical skills necessary Ability to grasp and apply concepts and new training as and when trained on new work. Contribute to team and process improvement by actively participating in daily MDIs and working on initiatives/projects as and when there is an opportunity. Experience in handling customer requests, processing financial and non-financial transactions on behalf of internal clients. Skills / Other Personal Attributes Required : Strong communication skills Meet and exceed team quality, productivity and efficiency standards as defined from time to time. An ability to make quick decisions, establish priorities and concentrate on detailed information sometimes under stressful conditions. Strong reasoning skills and an aptitude for problem solving. Ability to cooperate in a team environment. Ability to work under minimal supervision. Taking complete ownership and accountability for assigned work and always keeping team management on critical work keeping client s interest in mind Learning from feedback mechanisms and incorporating new learning to improve quality of work thereby eliminating errors Follow departmental policies and procedures as laid out from time to time. Formal Education : Post Graduate MBA Finance preferred. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you? As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 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 In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs including local market, tax, estate planning and liquidity. Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and external networks Effective in gaining an in-depth understanding of client s needs and advising on a diverse range of wealth management solutions Satisfies the criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified. Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client s requirements. Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment. Excellent market exposure and multi-disciplined private banking expertise Essential Skills/Basic Qualifications: Educated to Degree level Appropriate regulatory qualifications Fluent in English and Hindi Fluency in other Indian languages added advantage (regionally-specific) Desirable skills/Preferred Qualifications: Excellent interpersonal and communication skills Entrepreneurial spirit but also with a collegiate approach Embraces challenge and an evolving/changing environment Rapidly assimilates new information and applies this knowledge as appropriate About Barclays Private Bank As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank. Overall purpose of role Barclays lunched its onshore Private Banking business across India in 2008 and is a leading global player in the India onshore market. The business offers bespoke investment, credit, wealth structuring and banking solutions to family offices and ultrahigh net worth individuals across India through teams in key locations (Mumbai, Delhi, Bangalore, Kolkata, Chennai). The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise. We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space. Key Accountabilities New Business Origination Identify, develop and secure new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources. Achieve personal targets for new clients, assets and revenues. Client Relationship Management Maintain highest levels of service and delivery to existing clients at all times. Key contact for client queries. Key interface between clients and other parts of Barclays Private Bank and the wider Barclays Group. Governance and Control Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model. Stakeholder Management and Leadership This section should be used to detail the key stakeholders and relationships the role will interact with, both internally and externally. Describe the type of interpersonal skills the role will require. Roles with leadership accountabilities should detail the nature and breadth of leadership. Decision-making and Problem Solving Provide innovative and world class financial solutions to meet client needs including: Investment Management: Offers a range of services depending on client demands, including modelled, bespoke, discretionary portfolios. Investment Management works closely with the Private Bankers to provide a holistic service to clients Balance Sheet: Offers Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases Wealth Advisory: Provides fiduciary solutions, wealth planning and structuring services plus trust and estate planning Alternative Investments: Offers clients exposure to hedge funds, private equity, commodities and real estate Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Share CV on amisha.agrawal@v-konnect.com Whatsapp or Call at 8109429473

COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR s investments may include the activities of its sponsored funds and insurance subsidiaries. KIOPL Management Solutions India Private Limited provides best in class services and solutions to our internal stakeholders and clients, drive organization wide process efficiency and transformation, and reflect KKRs global culture and values of teamwork and innovation. The office contains multifunctional business capabilities and will be integral in furthering the growth and transformation of KKR. TEAM OVERVIEW KKR s Legal & Compliance team is involved in all matters of trading, anti-corruption, conflicts of interest, etc. to protect the firm, our clients and investors, and our reputation. The team advises on compliance, oversight, monitoring, and reporting of the Firm s trading platform and activities. The Legal & Compliance team drafts and updates KKR s policies and procedures to ensure accountability for legal and regulatory requirements and adherence to our high ethical standards. The team also provides support for our employees by advising on and creating precautions for personal conflicts matters including social media usage, personal investing, outside business activities, etc. POSITION SUMMARY We are seeking an experienced and motivated compliance professional to join our Compliance team in a Testing & Monitoring role. This individual will play a critical part in the design and execution of the firm s annual compliance testing program under Rule 206(4)-7 of the Investment Advisers Act of 1940, EU Market Abuse Regulation (MAR) Regulation along with UK FCA regulation. The ideal candidate will bring a robust understanding of financial services compliance, a detail-oriented mindset, and the ability to operate independently while collaborating effectively with global colleagues. ROLES & RESPONSIBILITIES Lead and execute compliance testing initiatives as part of the firm s Compliance Testing and Monitoring Program, ensuring appropriate coverage across business units and risk areas. Design, develop, and implement testing methodologies to evaluate the adequacy and effectiveness of internal controls and compliance with applicable policies, procedures, and regulatory requirements. Collaborate with global compliance counterparts in AMRS, EMEA and APAC to deliver coordinated and consistent testing outcomes. Critically assess the design and operational effectiveness of controls; identify control weaknesses, propose enhancements, and follow up on remediation efforts. Analyze large and complex data sets to identify trends, anomalies, and potential compliance issues; utilize advanced Excel skills for data manipulation, analysis, and reporting. Prepare clear, concise, and well-supported testing documentation and reporting materials for senior compliance and business stakeholders. Assist in thematic reviews, special investigations, and ad-hoc testing activities as needed. Maintain awareness of evolving regulatory requirements and industry practices relevant to private equity and investment management. QUALIFICATIONS Minimum of 2-4 years of relevant experience in compliance, internal audit, or quality assurance at a commercial bank, investment bank, direct lending platform, private equity firm, or similar financial institution. Prior experience in a Big 4 firm s audit or advisory practice preferred. Strong knowledge of compliance frameworks applicable to SEC-registered investment advisers, particularly under Rule 206(4)-7, EU Market Abuse Regulation (MAR) Regulation along with UK FCA regulation. Demonstrated ability to work effectively with large data sets and advanced proficiency in Excel, including use of pivot tables, Lookups, complex formulas, and data visualization tools. Exceptional analytical, problem-solving, and investigative skills, with the ability to distill complex findings into actionable insights. Outstanding oral and written communication skills, including the ability to prepare high-quality documentation and present findings to stakeholders. Proven ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. Collaborative and entrepreneurial mindset with a positive work ethic and a strong desire to learn and grow with increased responsibility over time. Strong interpersonal skills and the ability to work comfortably across teams and jurisdictions. Experience working with compliance monitoring tools or platforms is an advantage. Demonstrated ability to identify and transform manual testing processes into automated solutions using tools such as Python, Tableau, or other relevant automation frameworks. Experience in building or supporting data-driven testing approaches, developing automated checks, and improving overall testing efficiency will be considered a strong plus. #LiOnsite

COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR s investments may include the activities of its sponsored funds and insurance subsidiaries. KIOPL Management Solutions India Private Limited provides best in class services and solutions to our internal stakeholders and clients, drive organization wide process efficiency and transformation, and reflect KKRs global culture and values of teamwork and innovation. The office contains multifunctional business capabilities and will be integral in furthering the growth and transformation of KKR. TEAM OVERVIEW KKR s Legal & Compliance team is involved in all matters of trading, anti-corruption, conflicts of interest, etc. to protect the firm, our clients and investors, and our reputation. The team advises on compliance, oversight, monitoring, and reporting of the Firm s trading platform and activities. The Legal & Compliance team drafts and updates KKR s policies and procedures to ensure accountability for legal and regulatory requirements and adherence to our high ethical standards. The team also provides support for our employees by advising on and creating precautions for personal conflicts matters including social media usage, personal investing, outside business activities, etc. POSITION SUMMARY We are seeking an experienced and motivated senior compliance professional to join our Compliance team in a Policies and Training role. This individual will play a critical part in the design and execution of the firm s annual compliance training program as well as the drafting, review, and publication of Compliance policies. The ideal candidate will bring a robust understanding of financial services compliance, a detail-oriented mindset, and the ability to operate independently while collaborating effectively with global colleagues. ROLES & RESPONSIBILITIES Facilitate implementation and management of annual enterprise-wide online training platform. Design, develop, and implement trainings, including launching, and tracking completion progress. Create and launch Compliance reminders, including bulletins on trainings, certifications and policy reminders. Collaborate with global compliance counterparts in AMRS, EMEA and APAC to deliver coordinated and consistent policies and trainings. Prepare clear, concise, and well-supported documentation and reporting materials for senior compliance and business stakeholders. Maintain awareness of evolving regulatory requirements and industry practices relevant to private equity and investment management trainings and policies. Collaborate with policy owners to ensure timely review and updates of compliance policies, maintaining a clear record of policy metadata and version history. Partner with internal stakeholders and external vendors to enhance efficiency of existing tools and help shape the vision and requirements for future-state solutions to support policy and training management. QUALIFICATIONS Minimum of 5-7 years of relevant experience in compliance or internal audit at a commercial bank, investment bank, direct lending platform, private equity firm, or similar financial institution. Demonstrated ability to work effectively with large data sets and advanced proficiency in Excel, including use of pivot tables, Lookups, complex formulas, and data visualization tools. Exceptional analytical, problem-solving, and investigative skills, with the ability to distill complex findings into actionable insights. Outstanding oral and written communication skills, including the ability to prepare high-quality documentation and present findings to stakeholders. Proven ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. Collaborative and entrepreneurial mindset with a positive work ethic and a strong desire to learn and grow with increased responsibility over time. Strong interpersonal skills and the ability to work comfortably across teams and jurisdictions. Experience working with compliance monitoring tools or platforms is an advantage. #LiOnsite

Selected candidate is required to support APAC based investment management firm with below mentioned responsibilities Key Responsibilities LBU Oversight Responsibilities Be the Relationship Manager and provide oversight of the compliance functions of the Local Business Units (LBU) allocated to him/ her. Ensure that the LBU compliance teams are performing to the compliance standards required by the stakeholders of the Group/Regional Compliance Policies & Standards and implementation of industry best practices, taking into account commercial requirements and local regulatory complexities. Proactively work with the LBU Heads of Compliance to ensure that there is an Annual Compliance Monitoring Plan (ACMP) established for the LBUs and to proactively challenge the ACMP to ensure that the ACMP has adequately performed the regulatory risk and control assessment of the business; and relevant compliance tests have been designed to monitor these risks. Conduct regular reviews of the status of implementation of the LBU ACMP and report accordingly. Be in regular contact with the LBU Heads of Compliance in order to understand and identify the key compliance risks; review and analyse the key compliance management information / statistics and hot topics that both Head Office and LBU Compliance teams should watch out for. Be responsible for areas of Specialization allocated to him/her across all globally e.g Management Reporting, Conflict of interests, ESG etc. Proactively advise and work with LBU Heads of Compliance to interpret and, if necessary, to implement the required Group compliance standards and controls. Provide proactive and timely advice and support to key business /strategic initiatives / projects. This can be both at Head Office and at LBU level. Key Head Office Compliance Responsibilities Ensure that the Head of HO Compliance and Chief Risk Officer are kept updated on key compliance issues and compliance hot topics in the LBUs allocated to him/her. Assist the Head of Head Office Compliance in the preparation of the relevant Compliance Reports to the various governance committees/functional heads at Group Head Office. Attend the committees/meetings as required. Work with Group Head Office in reviewing Group wide policies and procedures for applicability to the client. Accordingly, implement appropriate group policies and where necessary, procedures. Assist the Head of Head Office Compliance in preparing ad hoc papers on risk and compliance as and when requested by any of the governance committees. Take leadership for organization wide projects as and when required. Participate in ad hoc reviews and investigations as required Experience/Qualifications Degree in Commerce / Finance / Accounting / Banking with professional qualifications in Accounting/Law/Management. Minimum 5 to 8 years of experience in responsible capacity planning and operation of regulatory compliance and/or compliance auditing programs within the financial services industry (e.g. banking, fund/asset management). Candidates with international experience of regulatory compliance within a multinational fund management, broking or banking industries would be preferred. Excellent communication skills (written and verbal) and effective inter-personal skills with experience in working with different stakeholders. Business transformation and innovation skills Adaptive, mature, motivated and has ability to use own initiative. Resilient in dealing with multiple initiatives and challenges and pay attention to detail. Forward looking mindset, independent and has positive can do attitude