1553 Investment Management Jobs - Page 18

: Job TitlePortfolio Analyst (Passive), AS LocationMumbai, India Role Description The Portfolio Analyst supports the Passive Portfolio Manager in overseeing and maintaining the performance of investment portfolios. This position involves tracking key portfolio metrics, conducting in-depth data and performance analysis, and preparing internal reports to inform investment decisions. The analyst works with financial datasets and analytical tools to assess and attribute portfolio performance, while also supporting the day-to-day operational activities associated with passive investment strategies. What well offer you As part of our flexible benefits program, you will have access to: Best-in-class leave policy Gender-neutral parental leave 100% reimbursement under childcare assistance benefit (gender-neutral) Sponsorship for industry-relevant certifications and education Employee Assistance Program for you and your family Comprehensive hospitalization insurance for you and your dependents Accident and term life insurance Complimentary health screening for employees aged 35 and above Your Key Responsibilities Work closely with Passive Portfolio Management teams across Europe and the US to support global fund operations. Perform and sign off on daily Net Asset Value (NAV) and Portfolio Composition File (PCF) reconciliations to ensure data accuracy and consistency. Coordinate with external stakeholders such as index providers, valuation agents, and custodians, as well as internal teams including Middle Office, Risk, and Compliance. Monitor index changes and corporate actions, and conduct portfolio cash flow analysis to support accurate fund adjustments. Conduct performance analysis and generate regular performance attribution reports to support portfolio evaluation. Monitor portfolio risk exposures in alignment with internal policies and regulatory standards. Support stakeholder communication by ensuring timely updates, issue resolution, and delivery of required outputs. Your Skills and Experience Postgraduate degree or equivalent international qualification; CFA Charterholder or candidates who have passed Level III are preferred. Strong quantitative background, with academic or professional grounding in engineering, mathematics, or finance. Up to 3 years of relevant experience in financial services or investment management support. Foundational understanding of equity and fixed income instruments, including derivatives. Exposure to or experience in supporting equity or fixed income portfolio management functions. High proficiency in Microsoft Excel, with working knowledge of Bloomberg and Reuters. Familiarity with Visual Basic for Applications (VBA) and portfolio management systems is considered an advantage. Personal Characteristics Self-motivated and capable of working independently, with a strong willingness to learn and take on new challenges Excellent written and verbal communication skills, with strong attention to detail. Demonstrated ability to engage effectively with stakeholders across various levels of the organization. Organized and efficient, with the ability to manage multiple priorities and perform under pressure. Comfortable working in a technical environment and with fundamental mathematical concepts in finance. Strong team orientation with a collaborative approach to problem-solving. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

About this role BlackRock is one of the world s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions from meticulous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs. Elevate your career by joining the worlds largest asset manager! Thrive in an environment that cultivates positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. About BlackRock Financial Institutions Group within Fixed Income BlackRock s Fixed Income team manages more than $1 trillion in global fixed income assets across index, active long-only, alternative, and liability driven strategies. The platform offers fixed income investors one of the industrys broadest array of investment choices across model-based and fundamental investment styles. BlackRock is seeking an Associate to join our Financial Institutions Group within BlackRock s fixed income platform, as a Securitized Investment Team member. FIG manages over $400 billion in fixed income assets and is consistently one of the fastest growing businesses within Fixed Income. Position Overview Responsibilities will include ownership of a wide array of Securitized focused portfolio management assignments. Responsibilities will also include internal and external client service deliverables while supporting lead portfolio managers in onboarding, compliance, and operational processes. This role has considerable scope for the right individual to further develop their investment and portfolio management skills in a highly collaborative environment and become integral to the investment team as an investor. Job Responsibilities The successful candidate will be part of FIG s India Investment Team and will have strong analytical and quantitative skills and an ability to work collaboratively with a wide range of teams and stakeholders. Work within the FIG India Team and contribute to the client service process to ensure a superior level of service and quality for both internal and external stakeholders Work alongside the asset-backed securities (ABS), collateralized loan obligation (CLO), commercial mortgage-backed securities (CMBS), and agency and non-agency residential mortgage-backed securities (RMBS) sectors to learn about the different aspects of each market, and contribute to internal and external client deliverables and sector updates Collaborate with Global FIG PM Teams to develop, implement and maintain best practices for market and portfolio-based commentary requests from clients Produce daily, periodic, and ad hoc investment and portfolio analytics for clients Apply technology and analytical tools to improve investment and client service processes and create scale Provide qualitative and analytical support to PMs investing in securitized securities Actively participate in investment training to be a student of the markets and become an integral part of the investment team Develop and implement best practices in portfolio management across multiple processes and products Qualifications: The ideal candidate will possess the below experience and skills. 3-5 years of fixed income background with knowledge of Securitized Assets experience preferred. Python/SQL are mandatory skills Bachelor s Degree or equivalent with strong quantitative skills. MBA/MS and/or CFA preferred Insurance industry specific knowledge a plus Skills and Experience Excellent communication and interpersonal skills Proven experience working both independently and as part of a team in a highly collaborative, global environment Technical skills such as Python/Tableau/ SQL/PowerBI are a must Demonstrate outstanding attention to detail and have a passion for thinking critically about financial markets and a desire to further investment knowledge Understanding of and dedication to encouraging an inclusive, diverse, and equitable culture Flexible, responsive, and self-starting personality Strong knowledge of Microsoft Office suite (Excel, PowerPoint, Word), Bloomberg We are looking for people who are: Curious: You like to learn new things and have a balanced disrespect for status quo Brave: You are happiest outside your comfort zone Passionate: You feel personal ownership for the work you do and an aspiration to be better Open: You value and respect input from others Experimental: You make mistakes, but learn from them Savvy: You want to outsmart the problem 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.

Educational Bachelor of Engineering Service Line Enterprise Package Application Services Responsibilities A day in the life of an Infoscion As part of the Infosys consulting team, your primary role would be to actively aid the consulting team in different phases of the project including problem definition, effort estimation, diagnosis, solution generation and design and deployment You will explore the alternatives to the recommended solutions based on research that includes literature surveys, information available in public domains, vendor evaluation information, etc. and build POCs You will create requirement specifications from the business needs, define the to-be-processes and detailed functional designs based on requirements. You will support configuring solution requirements on the products; understand if any issues, diagnose the root-cause of such issues, seek clarifications, and then identify and shortlist solution alternatives You will also contribute to unit-level and organizational initiatives with an objective of providing high quality value adding solutions to customers. If you think you fit right in to help our clients navigate their next in their digital transformation journey, this is the place for you! Additional Responsibilities: Ability to work with clients to identify business challenges Ability to work with clients to identify business challenges and contribute to client deliverables by refining, analyzing, and structuring relevant data. Awareness of latest technologies and trends. Logical thinking and problem-solving skills along with an ability to collaborate. Ability to assess the current processes, identify improvement areas and suggest the technology solutions. One or two industry domain knowledge.Location of posting - Infosys Ltd. is committed to ensuring you have the best experience throughout your journey with us. We currently have open positions in a number of locations across India - Bangalore, Pune, Hyderabad, Chennai, Chandigarh, Trivandrum, Indore, Nagpur, Mangalore, Noida, Bhubaneswar, Coimbatore, Jaipur, Vizag, Mysore, Kolkata, Hubli. While we work in accordance with business requirements, we shall strive to offer you the location of your choice, where possible and contribute to client deliverables by refining, analyzing, and structuring relevant data. Technical and Professional : Must have bachelor`s or equivalent degree with minimum of 2 years of experience and have at least worked on two end to end SAP PS implementations. Must have experience in various enterprise processes like Engineer to order (ETO), Make to stock (MTS), Make to order (MTO), Capital project, and Investment management using SAP PS. Strong experience in PS IMG customization in areas like Project Profile, Network and Activity related profiles, Cost planning, Budgeting, Scheduling and Settlement and Result Analysis (RA). Experience in Project related procurement process, Resource related Billing, SAP PS’ integration to other modules in SAP like PP, PM, MM, FICO, HCM, and SD. Good to have knowledge on PS-MRS integration, PS-CATS integration, PS-SRM integration, PS-PPM integration, PS-Project, PS-PM integration, SAP and BI and BPC integration. Experience in function document preparation, functional specification for ABAP objects, guiding technical team for development objects. Preferred Skills: Technology-SAP PS-SAP PS

Divisional Overview: The Operations division provides the support and control infrastructure that enables the Firm to develop and deliver financial products throughout the world. Working with the Sales, Trading and Information Technology Divisions, Operations professionals are responsible for the management and execution of transactions in a manner which maximizes profitability and minimizes risk. Our division is responsible for the management and execution of millions of securities transactions on a daily basis. Our responsibilities include trade processing, confirmation, settlement, fails management, margin, asset servicing, risk management, reference data management and various other client services. In partnership with sales, trading, prime services, information technology and other teams from across the bank, we apply a continual focus on improving productivity and efficiency, while seeking new and innovative ways to support our clients changing needs. Business Overview: The KYC team in Powai is part of the CSG function and plays an extremely key role in the firm supporting AEJ, Japan, EMEA and US businesses with a current team size of 130+ team members which includes 810 Associates / Managers. The team supports KYC Onboarding & Rolling Reviews for low, medium and highrisk clients, including private clients. Along with KYC, the responsibility of the team is also to provide solution on the potential issues identified by the various stakeholders in the firm and provide a turnaround time to be able to resolve the issues associated to KYC. The team works with the business and acts as an AML/KYC governance enabling function ensuring that all relevant AML/ KYC risks and regulations are properly managed. The team also closely works with the regional partners on audit and data quality associated tasks. There are plans to expand Powai footprint and develop / leverage Powai capability by transitioning more activities over to the Powai KYC team. Position Specifications: Corporate Title Analyst Functional Title Analyst Experience 13 years Qualification Graduate/MBA Requisition No. Role & Responsibilities: Responsible for performing Client onboarding / Client Review functions Evaluating and Approving new customer account documentations and supporting information in order to determine whether they satisfy the client onboarding identification requirements as per Nomura policies and procedures Conduct the background screening on the Client name & other officials names using tools such as World Check / DJX / Factiva. Interact with the front office/client integration to ensure that proper account documentation is obtained from the customer prior to approving client on boarding Interface with and provide support to Client onboarding, FCT and Compliance teams Reviews and Approvals of Static Data Amendments for existing customer accounts Conduct reviews of existing clients for status, data veracity and amendments, status, country of incorporation and assign appropriate risk classification Mind Set: Mandatory Desired Domain Strong understanding of AML and Client Onboarding regulations for India/AEJ Attention to detail and commitment to quality. Strong writing and verbal communication skills. Strong time management skills and ability to multitask. Outstanding analytical and problem solving skills. Strong desire to learn each task and ensure completion in a timely manner Technical Bachelor s degree and expertise in CDD/AML Ability to think strategically, along with the business and compliance. Ability to work independently and perform complex AML surveillance reviews and investigations analysis. Experience in working with virtual teams is a plus. Nomura Leadership Behaviours: Leadership Behaviours Description Element Exploring Insights & Vision Comprehensively analyse the nature of the problems we face and set our focus toward the future vision Gather Intelligence Create a vision Identify an issue Making Strategic Decisions Analyse options and feasibility to resolve issues, in making judgments and recommendations Identify countermeasures Assess feasibility Make a judgment Inspiring Entrepreneurship in People Promotes the vision and goals to others in such a way that inspires commitment and independent contributions Influence Inspire Commit Elevating Organizational Capacity Maximize organizational productivity through leadership development and engagement Have an ownership in own development Support other s growth Encourage organizational growth Inclusion Respect diverse perspectives and promote psychological safety and the creation of a risk culture Foster psychological safety Encourage the active participation of all talent Foster a risk culture

Our division recruits, develops and rewards the people of Goldman Sachs. Our teams advise, design and implement strategies, processes and technologies that help our people advance professionally, drive productivity and help the firm and our clients achieve superior results. We look for individuals with strong problem solving and analytical skills, innovative thinking and intellectual curiosity who want to make an impact on the success of the firm s most valuable asset, our people. Technology at GS Our team of engineers builds solutions to the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide real-time access to critical deal information and crunch billions of data points each day to inform firm-wide market insights and strategies. Team members have the opportunity to work at the forefront of technology innovation alongside industry leaders and make significant contributions to the field. Job Summary & Responsibilities: HCM Technology is a global team responsible for researching, designing, testing and building world-class applications and practices across the Goldman Sachs People Function. Partnering with the business, the group solves critical problems, leveraging the latest web technology stacks, driving decisions through machine learning/data analytics, whilst ensuring and promoting a culture of quality software engineering. We are looking for a Java Developer (up to 4yrs experience) with the following roles and responsibilities: Design and develop application using Java/J2EE technologies. Working on SOA platform and latest web technologies Follow firm laid SDLC guidelines Business and functional analysis of applications Support application development among a team of people located globally Interpersonal Skills: An aptitude and interest in both technology and business The ability to communicate with managers and team members globally Excellent written and verbal communication skills Highly motivated. Willingness to take initiative and work independently Understand and articulate the functional and technical impact of any change Technical Skills: Good understanding of Java/J2EE concepts Experience with some ORM frameworks (e.g. Hibernate/Mybatis) Basic understanding on Web services and SOA architecture Experience with Web technologies (e.g. Angular/Java script/Jquery) Knowledge on Database concepts and be able to write basic to medium complex queries. Good Analytical and Problem solving skills Preferred : Experience with HR systems Qualifications: BE/M Tech with up to 4 years of experience on Java/J2EE development.

Role & responsibilities Funding & Money Markets Daily Fund management, Interbank borrowing via call money, term Money and other Interbank Instruments. Deposit rates strategy with respective Business segment Strengthening and optimizing the Daily Liquidity management and Structural Liquidity management Oversight / Support to other Fund management activities. ALM Analytics skills Develop and implement liquidity risk management model and forecasting of NII Development of robust Internal funds transfer pricing mechanism Active participation with various Business Segment in line with management strategy to achieve Balance Sheet targets Preferred candidate profile

Roles and Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls.

The Crisis Management Team is responsible for Incident and Crisis Management at Invesco and is a team that proactively prepares for different scenarios and incidents. The team is responsible for incident and crisis management, playbook creation and maintenance, the test and exercise program. Your Role The Advanced Principal role is responsible for Crisis Management in the APAC region and the broader global family. This role reports to the Senior Manager Crisis Management, supporting and managing Invesco s Crisis Management and Test and Exercise program. The role will collaborate with multiple teams across the organization and will engage with executives and senior business stakeholders to facilitate and lead the coordination of response activities during business continuity disruptive events. You will also assist with or lead test and exercise activities. You Will Be Responsible For: Managing the implementation of a comprehensive global crisis management program. Coordination and alignment with existing Technology, Cyber and Business Continuity incident response structures. Facilitate the coordination of Business Continuity, Information Security, Disaster Recovery, and Corporate Security Teams to utilize response plans and technology to effectively manage an incident and provide transparency on the welfare of impact to employees, business operations and our clients. Lead briefings of situational awareness to Senior leaders in the Corporate Crisis Response Teams, Regional and local emergency response team structures. Develop, manage and facilitate the testing and exercising of incident/crisis response program using severe but plausible scenarios aligned to Cyber Response, Business Continuity, Third Party, Disaster Recovery, Corporate Security and Operational Resilience programs. Playbook creation, development and maintenance. Ability to manage medium to large complexity level project related work to support the department s strategic objectives The Experience You Bring: Proven extensive experience in Crisis and Emergency Response Management, Business Continuity, IT Disaster Recovery or IT or Cyber Incident Response. Experience in Crisis Response, plan and playbook creation and running tests and exercises General Role Profile Recognized as an expert within the Firm and requires in-depth and/or breadth of expertise in Crisis Management and broad knowledge of incident and crisis management as well as Operational Resilience and Risk. Can lead incident and crisis response efforts regionally and/or globally, with the ability to coordinate response groups and communicate and work with senior management. Ability to manage high pressured stressful scenarios. Execution of managing to multiple deadlines, excellent time management skills and calm and effective demeanor in high stress scenarios. Support, develop and run tabletop exercises using severe but plausible scenarios Identify gaps and vulnerabilities and work with teams to mitigate risks. Create plans and playbooks to cover specific scenario types. Knowledge Strong skill sets in in SharePoint, MS Teams, PowerPoint and the rest of the office suite is required. Power BI, ServiceNow, CL360 or other Crisis Management tools experience is a plus. Requires in-depth and/or breadth of expertise in Crisis Management, Technology Major Incidents, Business Continuity and Operational Resilience to convert knowledge to authoritative advice Business Acumen A relationship builder who works successfully with a wide variety of internal and external partners in a diverse, global, and matrixed arena. Strong executive presence and ability to manage high pressured situations. Critical and forward thinker capable of analyzing sophisticated situations and delivering innovative solutions Intellectual agility - the ability to learn and act on new information quickly and efficiently. Entrepreneurial mindset and comfortable working independently and driving own initiatives. Must be able to work effectively in a team environment. Comfortable with giving and receiving feedback. Impact Execution focused driving to highly valued results at pace and demonstrating sense of urgency when required. Develops methods and techniques for obtaining solutions. Possesses attention to detail with excellent follow-through Leadership Leads the Crisis Management programme in region and contributes to the global programme. Develops the strategy for program or project execution and actively manages its deployment Influence and Partnership Communicates complex ideas, anticipates potential objections and persuades others, often at senior levels, in areas related to Crisis Management and testing and exercises. Negotiates with and influences key stakeholders internally and externally within Crisis Management and Testing and Exercises. What s in it for you 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

Under general supervision responsible for analyzing and processing mutual fund shareholders written requests. Clients supported include internal customers, financial intermediaries and individual shareholders. Team members will utilize multiple systems to research, analyze and process shareholder requests. Work Experience/Knowledge: Basic understanding of mutual fund industry and understanding of terms used in Mutual fund industry is a plus Financial services experience a plus. Work experience in customer service environment preferred. Specialized Skills: Strong communication skills. Ability to grasp training concepts as and when provided by the department, incorporate new learning and take ownership for self-development 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. Proficiency with keyboarding and computer fundamentals in a Windows environment. Basic mathematical skills necessary. Formal Education: Post Graduate MBA What s in it for you 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

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST 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 BusinessSales 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 Yes FIRST HNI RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving 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 valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process Contact- 9892273274

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. BASIC QUALIFICATIONS Qualified CA in May 2025 Strong communication skills Strong analytical skills and attention to detail Basic industry knowledge Proficiency in Microsoft Office products, in particular Excel KEY ADVANTAGES Career advancement Collaborative and supportive work environment Apprenticeship culture Exposure to different areas and banking industry insights Networking opportunities 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., 2025. All rights reserved.

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. BASIC QUALIFICATIONS Qualified CA in May 2025 Strong communication skills Strong analytical skills and attention to detail Basic industry knowledge Proficiency in Microsoft Office products, in particular Excel KEY ADVANTAGES Career advancement Collaborative and supportive work environment Apprenticeship culture Exposure to different areas and banking industry insights Networking opportunities 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., 2025. All rights reserved.

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 Crisis Management Team is responsible for Incident and Crisis Management at Invesco and is a team that proactively prepares for different scenarios and incidents. The team is responsible for incident and crisis management, playbook creation and maintenance, the test and exercise program. Your Role The Advanced Principal role is responsible for Crisis Management in the APAC region and the broader global family. This role reports to the Senior Manager Crisis Management, supporting and managing Invesco s Crisis Management and Test and Exercise program. The role will collaborate with multiple teams across the organization and will engage with executives and senior business stakeholders to facilitate and lead the coordination of response activities during business continuity disruptive events. You will also assist with or lead test and exercise activities. You Will Be Responsible For: Managing the implementation of a comprehensive global crisis management program. Coordination and alignment with existing Technology, Cyber and Business Continuity incident response structures. Facilitate the coordination of Business Continuity, Information Security, Disaster Recovery, and Corporate Security Teams to utilize response plans and technology to effectively manage an incident and provide transparency on the welfare of impact to employees, business operations and our clients. Lead briefings of situational awareness to Senior leaders in the Corporate Crisis Response Teams, Regional and local emergency response team structures. Develop, manage and facilitate the testing and exercising of incident/crisis response program using severe but plausible scenarios aligned to Cyber Response, Business Continuity, Third Party, Disaster Recovery, Corporate Security and Operational Resilience programs. Playbook creation, development and maintenance. Ability to manage medium to large complexity level project related work to support the department s strategic objectives The Experience You Bring: Proven extensive experience in Crisis and Emergency Response Management, Business Continuity, IT Disaster Recovery or IT or Cyber Incident Response. Experience in Crisis Response, plan and playbook creation and running tests and exercises General Role Profile Recognized as an expert within the Firm and requires in-depth and/or breadth of expertise in Crisis Management and broad knowledge of incident and crisis management as well as Operational Resilience and Risk. Can lead incident and crisis response efforts regionally and/or globally, with the ability to coordinate response groups and communicate and work with senior management. Ability to manage high pressured stressful scenarios. Execution of managing to multiple deadlines, excellent time management skills and calm and effective demeanor in high stress scenarios. Support, develop and run tabletop exercises using severe but plausible scenarios Identify gaps and vulnerabilities and work with teams to mitigate risks. Create plans and playbooks to cover specific scenario types. Knowledge Strong skill sets in in SharePoint, MS Teams, PowerPoint and the rest of the office suite is required. Power BI, ServiceNow, CL360 or other Crisis Management tools experience is a plus. Requires in-depth and/or breadth of expertise in Crisis Management, Technology Major Incidents, Business Continuity and Operational Resilience to convert knowledge to authoritative advice Business Acumen A relationship builder who works successfully with a wide variety of internal and external partners in a diverse, global, and matrixed arena. Strong executive presence and ability to manage high pressured situations. Critical and forward thinker capable of analyzing sophisticated situations and delivering innovative solutions Intellectual agility - the ability to learn and act on new information quickly and efficiently. Entrepreneurial mindset and comfortable working independently and driving own initiatives. Must be able to work effectively in a team environment. Comfortable with giving and receiving feedback. Impact Execution focused driving to highly valued results at pace and demonstrating sense of urgency when required. Develops methods and techniques for obtaining solutions. Possesses attention to detail with excellent follow-through Leadership Leads the Crisis Management programme in region and contributes to the global programme. Develops the strategy for program or project execution and actively manages its deployment Influence and Partnership Communicates complex ideas, anticipates potential objections and persuades others, often at senior levels, in areas related to Crisis Management and testing and exercises. Negotiates with and influences key stakeholders internally and externally within Crisis Management and Testing and Exercises. 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 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 /

Job Purpose (Job Summary): Under general supervision responsible for analyzing and processing mutual fund shareholders written requests. Clients supported include internal customers, financial intermediaries and individual shareholders. Team members will utilize multiple systems to research, analyze and process shareholder requests. Work Experience/Knowledge: Basic understanding of mutual fund industry and understanding of terms used in Mutual fund industry is a plus Financial services experience a plus. Work experience in customer service environment preferred. Specialized Skills: Strong communication skills. Ability to grasp training concepts as and when provided by the department, incorporate new learning and take ownership for self-development 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. Proficiency with keyboarding and computer fundamentals in a Windows environment. Basic mathematical skills necessary. Formal Education: Post Graduate MBA

Job Title: OPSSS / Cash Management Job Code: 10215 Country: IN City: Mumbai Skill Category: Finance Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . Nomura Services, India supports the group s global businesses. With worldclass capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been wellrecognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: The role of Shared Services is to support the activities of the Global Markets and IBD businesses. The division operates across a large number of global legal entities in order to perform a diverse range of client servicing, risk management and regulatory functions, as well as the more traditional clearing and settlement responsibilities. Specifically India Shared Services provides a level of support for all the regions and entities that the above services are provided in locally. It is further subdivided into the following highly specialized teams. Business Unit Overview : Cash management is a tier 1 function and along with EUR cash control process is responsible for funding, projections & processing manual swift instructions on request The major activities include Role & Responsibilities: Detailed understanding of Swift and swift messages. Creating manual MT 202, MT 103, MT 299, MT 199 ETC messages on SWIFT Understanding SSI and cross border payment routing Must be familiar with various types of free format messages Awareness of clearing systems and their cut offs Funding and projection as party of treasury support Intraday liquidity management Liaison with desks, internal teams and also agent banks to manage fails & funding Understanding overdrafts, charges, costing back to books, clearing TLM breaks Nomura Leadership Behaviours: Leadership Behaviours Description Element Exploring Insights & Vision Comprehensively analyse the nature of the problems we face and set our focus toward the future vision Gather Intelligence Create a vision Identify an issue Making Strategic Decisions Analyse options and feasibility to resolve issues, in making judgments and recommendations Identify countermeasures Assess feasibility Make a judgment Inspiring Entrepreneurship in People Promotes the vision and goals to others in such a way that inspires commitment and independent contributions Influence Inspire Commit Elevating Organizational Capacity Maximize organizational productivity through leadership development and engagement Have an Ownership in Own Development Support other s growth Encourage organizational growth Inclusion Respect diverse perspectives and promote psychological safety and the creation of a risk culture Foster psychological safety Encourage the active participation of all talent Foster a risk culture The firm is an equal opportunity employer, and we are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. The firm and its affiliates prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age.

Job Title: OPSSSG / Cash Management Job Code: 10214 Country: IN City: Mumbai Skill Category: Finance Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . Nomura Services, India supports the group s global businesses. With worldclass capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been wellrecognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: The role of Shared Services is to support the activities of the Global Markets and IBD businesses. The division operates across a large number of global legal entities in order to perform a diverse range of client servicing, risk management and regulatory functions, as well as the more traditional clearing and settlement responsibilities. Specifically India Shared Services provides a level of support for all the regions and entities that the above services are provided in locally. It is further subdivided into the following highly specialized teams. Business Unit Overview : Cash management is a tier 1 function that plays a vital role in supporting the organizations treasury operations & cash management functions, ensuring optimal liquidity management and efficient cash flow processes. Role & Responsibilities: Monitor and manage daily cash positions across multiple bank accounts and entities Process wire transfers to fund accounts optimally Prepare daily projections and cash forecasts Manage liquidity across Nomura accounts Reconcile bank statements and resolve any discrepancies Coordinate with banks to resolve payment issues Support monthend closing processes related to cash management Assist in implementing cash management solutions and banking technology platforms Maintain accurate documentation of cash management procedures and policies Requisites: Strong communication and interpersonal skills Ability to work as part of a team Excellent time management and prioritization abilities Processoriented mindset with focus on continuous improvement Nomura Leadership Behaviours: Leadership Behaviours Description Element Exploring Insights & Vision Comprehensively analyse the nature of the problems we face and set our focus toward the future vision Gather Intelligence Create a vision Identify an issue Making Strategic Decisions Analyse options and feasibility to resolve issues, in making judgments and recommendations Identify countermeasures Assess feasibility Make a judgment Inspiring Entrepreneurship in People Promotes the vision and goals to others in such a way that inspires commitment and independent contributions Influence Inspire Commit Elevating Organizational Capacity Maximize organizational productivity through leadership development and engagement Have an Ownership in Own Development Support other s growth Encourage organizational growth Inclusion Respect diverse perspectives and promote psychological safety and the creation of a risk culture Foster psychological safety Encourage the active participation of all talent Foster a risk culture The firm is an equal opportunity employer, and we are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. The firm and its affiliates prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age.

The Control Room, part of the Compliance Division, is seeking a compliance officer for a role in Bengaluru. This is one of seven Goldman Sachs Control Rooms globally (including Salt Lake City, London, New York, Hong Kong, Tokyo and Sydney). The Control Room is primarily responsible for preserving the integrity of the Firms information barriers by monitoring and controlling the flow of confidential information between the Firms private/advisory side businesses (e.g., Investment Banking, and Merchant Banking, Finance and Risk) and public side businesses (e.g., Securities, Asset Management, Private Wealth Management, and Global Investment Research). Additionally, the Control Room is tasked with staying close to banking transactions to ensure that all legal and policy restrictions are activated in a timely manner, as well as advising firm divisions dealing with trading and research as to the applicability of those restrictions. The role will be based in Bengaluru, India with global coverage, and you will closely collaborate with other Control Room Compliance team members across the globe. Principal Responsibilities: Interacting with the Investment Banking, Global Markets and Asset Management Divisions to maintain the Firms Confidential Lists Reviewing research published by the Global Investment Research Division to ensure compliance with certain legal and regulatory obligations Liaising with Legal and other areas of Compliance to monitor and/or restrict sales, trading and/or research activities pursuant to certain legal, regulatory and/or policy considerations Applying the Research Settlement rules to facilitate communications between Equity Research and Investment Banking personnel Working with the Conflicts & Business Selection Group to facilitate approval for certain Firm and client transactions and subsequent risk management activities Minimum Qualifications: A postgraduate in MBA (Finance) or equivalent from a Tier 1 or Tier 2 university, or a graduate from any college/university who have passed CFA Level 1 or higher. Need to have minimum 4 years of experience working in financial servicing firms like investment bank, broker-dealer, PE/VC or similar buy side/sell side firms. Need to demonstrate strong understanding of, 1) Financial markets & 2) Functions of a full- service Investment Banking firm Proficient in using Microsoft Office products, tools, excellent verbal and written communication skills & ability to work as a member of a team in a high-pressure, fast-paced environment Preferred Qualifications: Candidate with relavant work experience (in the Control Room and/or private side compliance) Candidates with experience in managing insider trading risk and/or experience in regulations securities laws including SEC Reg M, SEC Rules 14e-5, 144A and Reg D etc Candidates with experience in automation and analytics tools, Alteryx Core designer certified or Tableau/SQL certified or equivalent Data Analytics certificates We re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https:// www.goldmansachs.com / careers / footer / disability- statement.html

Overview This role will have the primary responsibility of reviewing the financial reporting analysis conducted for several private equity investment partnership clients. This individual will be responsible for understanding and applying current accounting principles and industry trends to the accounting and financial reporting of investment partnerships to support the financial and performance reporting of investment funds. Below is a partial list of responsibilities and necessary skills: Analyze financial statements and supporting schedules provided by Investment Managers to verify normalized data entered in portfolio reporting system Work closely with the fund accounting team to ensure data is available for reporting deadlines Validate data and tolerance breaks of data input/provided Provide data and analysis to client service teams as needed Review journal entries for incremental changes to the Partnerships within Fund records Maintain an understanding of the limited partnership agreement(s) and apply relevant terms to the financial reporting Key Accountabilities and Main Responsibilities Strategic Focus These responsibilities relate to long-term planning, innovation, and aligning with organizational goals: Thought Leadership and Continuous Improvement Identify opportunities for automation/process improvements and implement changes to enhance team efficiency. Automate and document processes as needed. Identify risks, cost efficiencies, and operational improvements Support senior leadership Support senior leadership in adoption and execution of accounting review standards and best practices Operational Management These tasks involve the day-to-day execution of duties and ensuring smooth operations: Team Management Provide guidance and support to a team of accounting reviewers. Foster a collaborative and high-performance team culture. Supervise employees to ensure quality and productivity Project Management Oversee the review and delivery of financial statements and other accounting reports, ensuring they are reviewed to a quality standard and completed on time. Technical Oversight Ensure the team follows established procedures and appropriate practices in accordance with US GAAP and IFRS. Manage technical research and application of accounting standards Client Service Delivery Maintain a high client service level and review client reports and financial statements for accuracy and completeness while meeting deadlines. Stakeholder Management Act as the primary point of contact for stakeholders, provide regular updates, and address concerns. Documentation Ensure all accounting review activities are well-documented and comply with organizational standards. Problem Solving Address and resolve issues related to technical pronouncements, disclosures, etc. Governance & Risk This includes compliance, risk mitigation, and adherence to regulatory and internal standards: Escalation Management Escalate issues/incidents at the right time and to the right levels to address operational and business risks Performance & Risk Management Prepare and present performance reports and identify and mitigate risks, ensuring compliance Ability to effectively liaise with senior-level stakeholders Communicate issues, risks, and solutions clearly and effectively *The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience & Personal Attributes Educational and Professional Qualifications: Chartered Accountant / Master s degree in Business Administration, Commerce, Finance Minimum of 2 years of experience in operations within the financial services industry. Personal Attributes: Sound analytical and problem-solving skills with a keen attention to detail and ability to lead a medium-sized team Ability to analyse, resolve and document problems and resolutions. Ability to work as part of a cross-cultural team. Strong organization and time management skills Basic understanding of private equity operations, investment management, and financial markets. Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements. Strong presentation and communication skills with ability to communicate clearly and effectively at all levels. Self-driven and motivated with a focus on operational efficiency and continuous improvement. Proficiency in using financial software and tools, as well as Microsoft Office Suite. Benefits: Competitive salary and performance-based bonuses. Comprehensive health and wellness benefits. Opportunities for professional development and career advancement. Collaborative and inclusive work environment. Flexible working arrangements and work-life balance initiatives. Access to cutting-edge technology and tools. Employee recognition programs and team-building activities. Overview This role will have the primary responsibility of reviewing the financial reporting analysis conducted for several private equity investment partnership clients. This individual will be responsible for understanding and applying current accounting principles and industry trends to the accounting and financial reporting of investment partnerships to support the financial and performance reporting of investment funds. Below is a partial list of responsibilities and necessary skills: Analyze financial statements and supporting schedules provided by Investment Managers to verify normalized data entered in portfolio reporting system Work closely with the fund accounting team to ensure data is available for reporting deadlines Validate data and tolerance breaks of data input/provided Provide data and analysis to client service teams as needed Review journal entries for incremental changes to the Partnerships within Fund records Maintain an understanding of the limited partnership agreement(s) and apply relevant terms to the financial reporting Key Accountabilities and Main Responsibilities Strategic Focus These responsibilities relate to long-term planning, innovation, and aligning with organizational goals: Thought Leadership and Continuous Improvement Identify opportunities for automation/process improvements and implement changes to enhance team efficiency. Automate and document processes as needed. Identify risks, cost efficiencies, and operational improvements Support senior leadership Support senior leadership in adoption and execution of accounting review standards and best practices Operational Management These tasks involve the day-to-day execution of duties and ensuring smooth operations: Team Management Provide guidance and support to a team of accounting reviewers. Foster a collaborative and high-performance team culture. Supervise employees to ensure quality and productivity Project Management Oversee the review and delivery of financial statements and other accounting reports, ensuring they are reviewed to a quality standard and completed on time. Technical Oversight Ensure the team follows established procedures and appropriate practices in accordance with US GAAP and IFRS. Manage technical research and application of accounting standards Client Service Delivery Maintain a high client service level and review client reports and financial statements for accuracy and completeness while meeting deadlines. Stakeholder Management Act as the primary point of contact for stakeholders, provide regular updates, and address concerns. Documentation Ensure all accounting review activities are well-documented and comply with organizational standards. Problem Solving Address and resolve issues related to technical pronouncements, disclosures, etc. Governance & Risk This includes compliance, risk mitigation, and adherence to regulatory and internal standards: Escalation Management Escalate issues/incidents at the right time and to the right levels to address operational and business risks Performance & Risk Management Prepare and present performance reports and identify and mitigate risks, ensuring compliance Ability to effectively liaise with senior-level stakeholders Communicate issues, risks, and solutions clearly and effectively *The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience & Personal Attributes Educational and Professional Qualifications: Chartered Accountant / Master s degree in Business Administration, Commerce, Finance Minimum of 2 years of experience in operations within the financial services industry. Personal Attributes: Sound analytical and problem-solving skills with a keen attention to detail and ability to lead a medium-sized team Ability to analyse, resolve and document problems and resolutions. Ability to work as part of a cross-cultural team. Strong organization and time management skills Basic understanding of private equity operations, investment management, and financial markets. Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements. Strong presentation and communication skills with ability to communicate clearly and effectively at all levels. Self-driven and motivated with a focus on operational efficiency and continuous improvement. Proficiency in using financial software and tools, as well as Microsoft Office Suite. Benefits: Competitive salary and performance-based bonuses. Comprehensive health and wellness benefits. Opportunities for professional development and career advancement. Collaborative and inclusive work environment. Flexible working arrangements and work-life balance initiatives. Access to cutting-edge technology and tools. Employee recognition programs and team-building activities.

Overview This position requires a basic understanding of Hedge Funds / Private Equity funds, including booking valuations and reconciling cash flows. The candidate will be part of 8- member Operations team, which will have the primary responsibility of analyzing the quarterly financial statements of private equity partnership investments and recording/reconciling the transactions in the investment accounting system. In addition, the team will assist in the preparation of historical investment performance analysis and reports. Below is the list of responsibilities and activities carried out: Analyzing and reviewing quarterly financial statements from underlying investment managers, includes capital accountant statements, schedule of investments, quarter financial statements and supplemental schedules Ensure investment structures are accurately reflected in financial reporting packages, including commitment levels, unfunded capital, and carried interest analysis. Close collaboration with the fund accounting teams to capture valuation data to the investment accounting system Coordinate with fund accounting to ensure timely availability of data for reporting deadlines and support client service teams with relevant data and analysis. Complete individual assigned valuation work to meet quarterly fund reporting deadlines Validate data and tolerance breaks of data input/provided Review journal entries for incremental changes to the Partnerships within Fund records Maintain a thorough understanding of limited partnership agreements and apply relevant terms to financial reporting processes. Ensure accuracy and timeliness in wire processing, while adhering internal controls and approval workflows. Monitor and track outgoing payments to confirm execution and reconcile daily bank statements to verify posted transactions. Investigate discrepancies between internal records and bank activity, and maintain treasury reports such as daily cash positions, payment logs, and transaction summaries The Operations team will handle the below treasury and related functions for our clients: Prepare and submit domestic and international wire transfers via online banking platforms (e.g., SWIFT, Fedwire, ACH). Ensure accuracy and timeliness in wire processing while adhering internal controls and approval workflows. Monitor and track outgoing payments to confirm successful execution. Review and reconcile daily bank statements to confirm posted transactions. Investigate and resolve discrepancies between internal records and bank activity. Generate and maintain treasury reports, including daily cash position, payment logs, and transaction summaries. Strong attention to detail, organizational skills, and ability to work under tight deadlines. Manage and categorize incoming communications to determine required actions and route items to appropriate operational workflows. Retrieve and save such documents from investment portals. Analyze fund notices to determine the appropriate transaction type for processing (e.g., capital calls, recallable capital, distributions). Evaluate notices and ILPA templates to ensure accurate breakout and classification of transactions within the administrative system. Cross-reference received emails with approved operations to verify completeness and accuracy of operational records. Review and validate wiring instructions within the administrative platform to ensure consistency with notice documentation, and update records when necessary. Respond to client inquiries in a timely manner and conduct thorough research to address questions from fund client service teams and external clients. Key Accountabilities and Main Responsibilities Strategic Focus These responsibilities relate to long-term planning, innovation, and aligning with broader organizational goals: Thought Leadership and Continuous Improvement Identify opportunities for automation/process improvements and implement changes to enhance team efficiency. Automate and document processes as needed. Support senior leadership Support senior leadership in adoption and execution of accounting review standards and best practices. Continuous improvement focus Identify risks, cost efficiencies, and operational improvements. Operational Management These tasks involve the day-to-day execution of duties and ensuring smooth operations: Project Management Oversee the review and delivery of financial statements and other accounting reports, ensuring they are reviewed to a quality standard and completed on time. Technical Oversight Ensure procedures and practices follow US GAAP and IFRS. Manage technical research and application of accounting standards. Client Service Delivery Maintain a high client service level and review client reports and financial statements for accuracy and completeness while meeting deadlines. Documentation Ensure all accounting review activities are well-documented and comply with organizational standards. Problem Solving Address and resolve issues related to technical pronouncements, disclosures, etc. Governance & Risk This includes compliance, risk mitigation, and adherence to regulatory and internal standards: Escalation Management Escalate issues/incidents at the right time and to the right levels to address operational and business risks. Performance & Risk Management Prepare and present performance reports and identify and mitigate risks, ensuring compliance. Ability to effectively liaise with senior-level stakeholders Communicate issues, risks, and solutions clearly and effectively. *The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience & Personal Attributes Educational and Professional Qualifications: Chartered Accountant / Master s degree in Business Administration, Commerce, Finance Minimum of 2 years of experience in operations within the financial services industry. Personal Attributes: Strong and analytical and problem-solving skills with a keen attention to detail and ability to lead a medium-sized team Ability to analyse, resolve and document problems and resolutions. Ability to work as part of a cross-cultural team. Strong organization and time management skills Basic understanding of private equity operations, investment management, and financial markets. Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment. Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements. Strong presentation and communication skills with ability to communicate clearly and effectively. Self-driven and motivated with a focus on operational efficiency and continuous improvement. Proficiency in using financial software and tools, as well as Microsoft Office Suite. Benefits: Competitive salary and performance-based bonuses. Comprehensive health and wellness benefits. Opportunities for professional development and career advancement. Collaborative and inclusive work environment. Flexible working arrangements and work-life balance initiatives. Access to cutting-edge technology and tools. Employee recognition programs and team-building activities. Overview This position requires a basic understanding of Hedge Funds / Private Equity funds, including booking valuations and reconciling cash flows. The candidate will be part of 8- member Operations team, which will have the primary responsibility of analyzing the quarterly financial statements of private equity partnership investments and recording/reconciling the transactions in the investment accounting system. In addition, the team will assist in the preparation of historical investment performance analysis and reports. Below is the list of responsibilities and activities carried out: Analyzing and reviewing quarterly financial statements from underlying investment managers, includes capital accountant statements, schedule of investments, quarter financial statements and supplemental schedules Ensure investment structures are accurately reflected in financial reporting packages, including commitment levels, unfunded capital, and carried interest analysis. Close collaboration with the fund accounting teams to capture valuation data to the investment accounting system Coordinate with fund accounting to ensure timely availability of data for reporting deadlines and support client service teams with relevant data and analysis. Complete individual assigned valuation work to meet quarterly fund reporting deadlines Validate data and tolerance breaks of data input/provided Review journal entries for incremental changes to the Partnerships within Fund records Maintain a thorough understanding of limited partnership agreements and apply relevant terms to financial reporting processes. Ensure accuracy and timeliness in wire processing, while adhering internal controls and approval workflows. Monitor and track outgoing payments to confirm execution and reconcile daily bank statements to verify posted transactions. Investigate discrepancies between internal records and bank activity, and maintain treasury reports such as daily cash positions, payment logs, and transaction summaries The Operations team will handle the below treasury and related functions for our clients: Prepare and submit domestic and international wire transfers via online banking platforms (e.g., SWIFT, Fedwire, ACH). Ensure accuracy and timeliness in wire processing while adhering internal controls and approval workflows. Monitor and track outgoing payments to confirm successful execution. Review and reconcile daily bank statements to confirm posted transactions. Investigate and resolve discrepancies between internal records and bank activity. Generate and maintain treasury reports, including daily cash position, payment logs, and transaction summaries. Strong attention to detail, organizational skills, and ability to work under tight deadlines. Manage and categorize incoming communications to determine required actions and route items to appropriate operational workflows. Retrieve and save such documents from investment portals. Analyze fund notices to determine the appropriate transaction type for processing (e.g., capital calls, recallable capital, distributions). Evaluate notices and ILPA templates to ensure accurate breakout and classification of transactions within the administrative system. Cross-reference received emails with approved operations to verify completeness and accuracy of operational records. Review and validate wiring instructions within the administrative platform to ensure consistency with notice documentation, and update records when necessary. Respond to client inquiries in a timely manner and conduct thorough research to address questions from fund client service teams and external clients. Key Accountabilities and Main Responsibilities Strategic Focus These responsibilities relate to long-term planning, innovation, and aligning with broader organizational goals: Thought Leadership and Continuous Improvement Identify opportunities for automation/process improvements and implement changes to enhance team efficiency. Automate and document processes as needed. Support senior leadership Support senior leadership in adoption and execution of accounting review standards and best practices. Continuous improvement focus Identify risks, cost efficiencies, and operational improvements. Operational Management These tasks involve the day-to-day execution of duties and ensuring smooth operations: Project Management Oversee the review and delivery of financial statements and other accounting reports, ensuring they are reviewed to a quality standard and completed on time. Technical Oversight Ensure procedures and practices follow US GAAP and IFRS. Manage technical research and application of accounting standards. Client Service Delivery Maintain a high client service level and review client reports and financial statements for accuracy and completeness while meeting deadlines. Documentation Ensure all accounting review activities are well-documented and comply with organizational standards. Problem Solving Address and resolve issues related to technical pronouncements, disclosures, etc. Governance & Risk This includes compliance, risk mitigation, and adherence to regulatory and internal standards: Escalation Management Escalate issues/incidents at the right time and to the right levels to address operational and business risks. Performance & Risk Management Prepare and present performance reports and identify and mitigate risks, ensuring compliance. Ability to effectively liaise with senior-level stakeholders Communicate issues, risks, and solutions clearly and effectively. *The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience & Personal Attributes Educational and Professional Qualifications: Chartered Accountant / Master s degree in Business Administration, Commerce, Finance Minimum of 2 years of experience in operations within the financial services industry. Personal Attributes: Strong and analytical and problem-solving skills with a keen attention to detail and ability to lead a medium-sized team Ability to analyse, resolve and document problems and resolutions. Ability to work as part of a cross-cultural team. Strong organization and time management skills Basic understanding of private equity operations, investment management, and financial markets. Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment. Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements. Strong presentation and communication skills with ability to communicate clearly and effectively. Self-driven and motivated with a focus on operational efficiency and continuous improvement. Proficiency in using financial software and tools, as well as Microsoft Office Suite. Benefits: Competitive salary and performance-based bonuses. Comprehensive health and wellness benefits. Opportunities for professional development and career advancement. Collaborative and inclusive work environment. Flexible working arrangements and work-life balance initiatives. Access to cutting-edge technology and tools. Employee recognition programs and team-building activities.

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST 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 BusinessSales 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 Yes FIRST HNI RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving 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 valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST 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 BusinessSales 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 Yes FIRST HNI RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving 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 valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST 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 BusinessSales 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 Yes FIRST HNI RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving 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 valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes 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 Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Support Investment Services team concerning the administration of the Bloomberg Asset & Investment Manager (AIM) system Experienced with the key functionalities of Bloomberg AIM, i.e. TSOX, EMSX, MFTX, BDS, OMX, PM, CMGR, VMGR, CUTS, LEIA, SSI, OMSA; ideally also with PORT, PRTU, and JMGR Ensure daily business-as-usual (BAU) support as a Bloomberg AIM Administrator Ability to change FIRM settings as all Bloomberg Admins have the right to change those. Great care should be taken when updating these settings as they can impact the trade workflow Familiarity with workflows that follow regional processes. For example, new users do not need to be approved globally. The regional process for setting up users should be followed. Settings that “sometimes” need global approval: For example, setting up a user group for a given office location does not need to get approved globally but setting up a new user group type or creating a global user group should be reviewed globally Ensure compliance with changes that require Global approval: A note should be sent out to all Admins describing the change. Change must be approved by the global admins and regional admins before updating Test/Parallel (2992). If the change effects data feeds, it should also be approved by Mid-layer governance group After testing in 2992, a final notification should go out to all Admins before implementing in Production (2873). System Maintenance, i.e. creation, changes and deletion of: General Setup Accounts Account Groups Users User Groups Model Portfolios Model Portfolio Groups Benchmark Groups Proxies Passwords Access Points SAIM Profiles Brokers Account Settlement FIT Brokers Fund Dealer Agreements Firm Setup Audit Trail Order Management Security Types Orders/Tickets Defaults Execution Defaults Allocation Defaults Vcon Defaults Compliance Mandatory Fields Ticket Defaults Reason Codes Custom Data Sector Permission Schemes Asset Classes / Pricing FX Defaults Cash Defaults Repo Defaults CDS Custom Curves IRS Custom Curves IRS Volatility Cube Pricing Defaults (MARK) Duration Defaults Custom Data Strategy Manager Account Custom Fields Benchmarks Models (MODE) Security Custom Data - CDE Fields Custom Sectors (SECT) Compliance: Issuers and Security List (CMGR) Internal Ratings Middle Office Settings Broker Commissions Transaction Cost Ticket Notes/Cost Feeds/Printers Feed Security Identifier Account Printer Assignment User Printer Assignment Reprint Ticket by Sequence Reprint Ticket FWP Settings

# Finance Analyst, Associate, or Senior Associate We are hiring for the role of Finance Analyst, Associate, or Senior Associate with the following profile: Qualification: Chartered Accountants (CAs) with strong quantitative and financial modelling skills Work Background: Must have worked with investment bankers or real estate developers Experience: 24 years Location Preference: Open to working from Bangalore or Mumbai