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4.0 - 8.0 years

6 - 10 Lacs

Bengaluru

Work from Office

Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Function Description: As part of Technology team, we create planning, forecasting & reporting solutions for the organization. Our core solutions are implemented on Planning Analytics, Cognos BI, OBIEE & Tableau. We offer solutions to wide range of customers such as corporate planning, investment optimization, risk finance teams. Purpose of the Role: Develop & maintain solutions on IBM Planning Analytics toolset TM1 Business Outcomes: Manage multiple financial processes spanning across multiple Business Units for Planning & Investment Management by leveraging IBM Cognos TM1 platform and capabilities Independently handle customers and their expectations around multiple aspects including on-going support, enhancement, new solutions. Lead and Support BAU functions like Month-end maintenance, environment prep and rollout activities Training & Troubleshooting for both team members and business partners In capacity of an expert with proven credentials over a period of time, Take lead in E2E architecture, design, build and implementation of new financial processes / enrichment or customization of existing processes by offering optimum solutions leveraging IBM Cognos TM1 platform and capabilities. End to end designing, building and implementation of cross functional projects of strategic importance. Consistently improve current financial processes vide automation, enhanced controls etc by adopting best practices and new capabilities. Lead and Contribute to the assessment and improvement of impact of all processes to the platform / server. Consistently look for opportunities to drive value to customers by leveraging existing and new capabilities. Proven ability to manage a team of professionals including engagement, career pathing, goals, development plans, performance conversations. Leadership Outcomes: Put enterprise thinking first, connect the role s agenda to enterprise priorities and balance the needs of customers, partners, colleagues & shareholders. Lead with an external perspective, challenge status quo and bring continuous innovation to our existing offerings Demonstrate learning agility, make decisions quickly and with the highest level of integrity Lead with a digital mindset and deliver the world s best customer experiences every day Must be an independent self-starter who is able to perform at a high level under pressure, lead/coordinate activities of cross-organizational teams Behavioral Enterprise Leadership Behaviors Set The Agenda: Define What Winning Looks Like, Put Enterprise Thinking First, Lead with an External Perspective Bring Others With You: Build the Best Team, Seek & Provide Coaching Feedback, Make Collaboration Essential Do It The Right Way: Communicate Frequently, Candidly &Clearly, Make Decisions Quickly & Effectively, Live the Blue Box Values, Great Leadership Demands Courage REQUIRED SKILL SETS Project experience, in capacity of an expert, of designing, building, managing technology solutions for finance processes particularly IBM Cognos TM1 with emphasis on problem solving, data integrity and automation. Strong experience of Agile framework and associated toolset like Rally, Confluence, Gira etc. Strong understanding and experience of Amex Investment Optimization functions and processes. Strong understanding of American Express business processes and financial systems Exhibits ability to think short and long term to identify and manage processes and resources Exhibits ability at problem solving and has an eye to identify opportunities Strong People management skills including the ability to guide and motivate Strong communication skills Academics & Experience Graduate/Master with minimum 5+ Yrs of experience.

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4.0 - 6.0 years

3 - 8 Lacs

Hyderabad

Work from Office

What is Inv Risk Data Management team responsible for? The Risk Analyst primary function is to compile data and reports for risk analysis, identify and reconcile data and modeling discrepancies, Create and manage data visualizations, and ensure accurate reports and data are delivered to their intended audiences within a defined timeframe. Risk Analysts have in depth knowledge and understanding of a specific investment strategy. What are the ongoing responsibilities of Risk Analyst? Data Validation & Maintenance: Support a specific data model and asset class focus. Identify, reconcile, and resolve data issues of low complexity. Look for errors in data models. Analyze and understand existing internal tools and data warehouses to identify data quality. Analyze and understand existing internal tools and data warehouses to confirm data quality. Review automated validation controls and complete issue resolution. Assist with setup of new accounts. Reporting: Run existing standard reports and queries from Risk systems and databases. Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems according to defined SLAs and time frames. Review, understand, and respond to basic ad-hoc requests for risk statistical information supporting Risk, Investment Management, Marketing, and other constituent teams. Work closely with Technology team to test production enhancements to the Risk systems and reports. Data Analytics: Manage existing analytics and create new ones if needed. Respond to specific requests for portfolio characteristics and risk statistics information. What ideal qualifications, skills & experience would help someone to be successful? Bachelors degree in finance, statistics, mathematics, operations research, engineering, or computer science, or related field Higher education or relevant industry certifications like CFA, FRM, preferable 4 to 6 years relevant work experience in the Asset Management Industry, in particular working in the front office with exposure to investment, trading, Portfolio and risk data Data Quality, Data Analytics and/or Data Management experience preferred Database and SQL (Structured Query Language), Tableau or Power BI and any programming language experience required. Knowledge, Skills and Abilities: Database/ SQL (Azure, Snowflake, AWS): Ability to use basic functionality to collect data from a single or multiple sources Data Science/ Analytics (Excel, Databricks, coding, Python, Machine learning, AI): Ability to use basic coding functionality to compile, clean and search through large data sets for usable information Visualization (Power BI, Tableau): Ability to use basic screens to help visualize the information Data Modelling (Barra, Port, Axioma): Ability to model portfolio securities terms and conditions appropriately in selected risk system and create user defined instruments for commonly used derivatives. Business & Risk Knowledge: Cursory knowledge of investment management and investment risk concepts. Eager to seek out organized educational opportunities pertaining to business, risk, financial services, and investment management. Demonstrates ability to use interactions with peers as occasions to gain knowledge. Industry Trends: Learning and skill development stage of industry trend awareness. Demonstrates eagerness to learn about data modeling, research, and insight methods by gaining knowledge from peers and organized educational opportunities. Initiative, Organization & Time Management: Good organization & time management skills. Ability to prioritize work and deliverables to meet committed timelines. Communication: Effective written and verbal communication skills Problem Solving and Decision Making: Ability to make independent decisions related to day to day job duties Ability to independently solve problems of moderate scope and complexity Travel Requirements: Possibly on occasion and could require global travel Physical Requirements: Ability to hear and speak to employees and outside business associates on the phone and in person Ability to view letters and numbers on a computer screen for long hours at a time Ability to maintain a professional image Job Level - Individual Contributor Work Shift Timings - 2:00 PM 11:00 PM IST

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8.0 - 13.0 years

17 - 22 Lacs

Mumbai

Work from Office

What are the responsibilities of Corporate Counsel ? Expertise in securities laws, corporate and business law Experience in fund documentation and investment documentation Preparation, review and negotiation of various legal documents and agreements Interpersonal skills and commercial acumen will be important as he/she will collaborate with a broad range of internal groups -Investment teams, Product, Finance, Tax, Distribution, Marketing, HR etc. Continually learn the dynamic changing laws and regulations of the securities and corporate law on a national and international scale Undertake and perform in-depth legal research for laws applicable to the FT companies in India. What ideal qualifications, skills & experience would help someone to be successful? Education Qualification: Bachelors degree in law from a recognized university Company Secretaryship (will be an added advantage) Registered with the Bar Council of India Experience: Minimum experience of 8 years as a legal counsel either in a law firm or legal department of a corporate group. Required skills: Excellent verbal and written communication skills Strong analytical and negotiation skills Comprehensive understanding of corporate law and securities laws Ability to work collaboratively as a team Other Skills: Strong organizational skills and attention to detail. Ability to work under pressure and manage multiple tasks simultaneously.

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3.0 - 6.0 years

3 - 7 Lacs

Gurugram

Work from Office

You will be in charge of the entire bouquet of Property Management Services provided at the site. Your role will be to ensure smooth operations at the facility/site by enhancing efficiency using innovation and technology. Your role will encompass and not be limited to: Ensuring manpower at the site is enabled to face challenges by guiding, grooming, developing and supporting them as and when required. Formulating suitable budgeting controls and Monitoring SLAs & KPIs for JLL and outsourced agencies towards effective service deliverance. Maintaining service level agreements and keeping performance indicator scores above excellence. Ensuring timely renewal of the agreement, submission of invoices and follow-ups for the payments. Overseeing all vendor quotations and invoices. Ensure proper signoffs for attendance and all the required details for cost sheet submission. Ensuring timely submission of client approved cost sheet to JLL office and following up for the invoice. Ensuring Accuracy of billing information. Manpower planning for the site (playing a major role in their hiring process etc.) Conducting daily site rounds to ensure proper maintenance of all structures/ building facilities and services are carried out. Ensure proper teamwork for all the facilities. Assisting client SPOC in creating the annual budget for site operations and formulating strategies for effective management. Reviewing and ensuring data (hard and soft copy)/ e-mails/ client files are updated. Dealing with occupants queries in verbal/ written form. Ensuring robust complaint management process is in place and is followed meticulously Communicating and circulating information to occupants authorities on operational complications. Ensuring health and life safety regulations/ manuals are adhered on site All risk assessment recommendations are implemented and enforced for compliances. Creating business continuity plans. Resolving emergency maintenance matters with urgency. Maintaining exemplary relationship management with projects, consultants, contractors, govt. authorities, statutory agencies for ease and smooth operations and maintenance of the property. Creating and submitting the daily management report (DMR) and the monthly management reports (MMR). Coordinate and maintain the as-built drawing and transition document library. Work closely with the regional RO / HO / SME/ Training teams and ensure closures of all required reports.

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3.0 - 7.0 years

5 - 9 Lacs

Bengaluru

Work from Office

Primary Purpose of Role: To provide information, technical advice and support to all project team members on HSE related matters and to undertake regular review, inspections and audit to sustain the HSE standards in the project. Functional Relationships: Be an active member of site team and provide support and advice on HSE related matters. Actively participate on site related HSE activities and involve other site team members. Being a subject matter expert, focus on continuous development and growth of business. Key Functional Areas Undertake duties as directed by the Operations Manager & City Safety Lead. Ensure the Project Safety Plan is maintained and adopted on site. Undertake regular review of HSE performance in the project and work with site team to ensure that HSE standards are communicated and followed on site. Conduct regular HSE inspections at site and circulate the report. Recommend for improvements and provide corrective actions for implementations. Follow-up on timely closure of Inspection points. Compile and submit monthly HSE Report at the end of each month to the Project Lead and keep track on all HSE statistical data. Establish and communicate site emergency plan and procedures and to carry out review and update in regular intervals. Maintain & assist site team for development of project HS risk assessment. To establish the level of controls before work commences. Monitor that all visitors to the project have signed the site attendance visitors register and are escorted at all times unless they have been formally inducted. Ensure any hazard complain raised related to HSE is properly investigated, rectified and closed and recorded on Hazard Report Log. Maintain & monitor the inspection & test plan of all plant & equipments on site. Provide information, technical advice and support to construction teams on HSE related issues. Maintain & disseminate statistical information regarding incidents near misses and injuries to all concerned. Ensure that all incidents occurred on site are reported on timely manners and provide necessary support to site team on incident management. Participate on incident investigation with recommended action plan and timely closure to prevent reoccurrence. Maintain all necessary HSE documents as per process & standards. Provide timely & constructive feedback to project lead on competency level of HSE performance of contractors and vendors on site. Conduct and monitor site HSE training as required for all members on site. To ensure that all latest legislation, code of practices, standards and procedures are communicated to all concerned. Assist site team to review HSE considerations for selection of contractors, sub-contractors, vendors and suppliers. Facilitate possible HSE escalations to Operations Managers and City Safety Lead before escalation from client and maintain client relationship. Ensure that team discipline is maintained at site.

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3.0 - 6.0 years

5 - 10 Lacs

Gurugram

Work from Office

Pillar of the team Working closely with either the project manager or the senior project manager (or both), youll play a pivotal role in driving project success. Youll take ownership of small projects, and provide a boost to the major ones. Being one of the leaders at the helm, youll explore ways to bring out the best in your team by striving to ensure optimal outcomes for all stakeholders. Likewise, youll play a lead role in managing the organisational structure for each project, making sure that all reporting, communication and working procedures are streamlined, and that every project has clear objectives in place. Your attendance at project meetings is necessary, and youll be expected to create project-related reports, analyses and reviews. Excellent organisational skills and attention to detail is crucial; this role needs someone who is good at forecasting project expenditure and ensuring effective management of project budgets. Building strong client relationships We live and breathe client satisfaction. We therefore need someone who shares the same passion and dedication. Youll maintain a strong and positive relationship with our clients by identifying their needs, requirements and constraints. Of course, as you represent our clients best interests, youll also keep in mind JLLs own business needsand, thereby, strive to achieve an ideal balance between the two. Youll do so by being on the lookout for opportunities to introduce potential prospects to other business lines at JLL and build relationships with clients. Youll also see to it that project revenue and payment cycles are properly managed to avoid bad debt. Sound like you Our successful Project Managers Engage confidently with internal and external stakeholders and see things from their perspective. Are driven to succeed and love achieving challenging goals. Bring a structured and organised approach to everything they do. Communicate and collaborate to achieve success. Thrive under pressure and deal effectively with tight deadlines and high expectations. To apply you need to be: An expert in the field We employ talent from a wide range of backgrounds, though typically you should have a degree in any property-related discipline, and at least three years of experience in design, construction or project management. Our project management teams are tech-savvy and digitally enabled. We are the digital leader in project management, so its important that you help drive the effective use of JLL technology platforms to deliver our projects. An empowering colleague In this role, youll work with people of different ranks and responsibilitiesthat is why the ideal candidate is expected to promote open and constructive relationships with superiors, subordinates, peers and clients. With a healthy drive to succeed, youll achieve your goals most effectively when you work together and collaborate.

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2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

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 you're 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! You will be responsible for the day-to-day activities of reporting, reconciliations, and exception monitoring. It requires knowledge of various trading instruments and a thorough understanding of the Trade operations function. You will analyze reconciliation results, investigate issues highlighted in regard to trade and transaction reporting breaks to ensure completeness and accuracy of reporting. Ensuring timely escalations for encountered issues while performing BAU activities is crucial. Developing and maintaining relations with regional stakeholders as well as various business areas will be part of your responsibilities. Additionally, contributing to overall team progress via team meetings, ideas, initiatives, training, and development is expected from you. You should have the ability to document procedures, develop training plans, and other business process relevant documentation. Ad hoc activities and maintaining information systems will also be part of your role. The ideal candidate should have 2 years of experience in Regulatory Reporting (MiFID, EMIR, ASIC, and SFTR), preferred technical knowledge on DTCC, knowledge of regulation guidelines and Kaizen, and knowledge of various security types and instruments used in the industry. Formal education required is Graduation/Post Graduation in Commerce/Business Administration. Key Skills/Competencies/Attributes: - Team player - Knowledge of Investment Management industry, various security types, and instruments - Understanding of various Derivative instruments is desirable - Strong Accounting skills - Strong communication skills (verbal/written) - Proven ability to work under pressure and meet strict deadlines - Excellent interpersonal skills - Flexible team player with the ability to multitask and work additional hours when needed - Proven ability to work accurately This is a full-time position at Invesco, which supports a flexible workplace model that values both in-office and remote work. Invesco offers a supportive and inclusive workplace culture, where personal growth and development are encouraged. The benefits package includes competitive compensation, flexible work arrangements, comprehensive leave policies, insurance coverage, career development programs, mentoring opportunities, and more. To apply for this role at Invesco, visit the Invesco Careers page.,

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Treasury Manager at our organization, you will be responsible for overseeing various key areas related to cash management, investment management, risk management, financial reporting, banking relationships, compliance, health, safety, security, and risk management. Your primary duties will include: Cash Management: - Monitoring daily cash balances and forecasting future cash needs. - Managing bank accounts and maintaining authorized signatories. - Reconciling bank statements and identifying discrepancies. Investment Management: - Analyzing investment opportunities and allocating excess cash to suitable investment vehicles. - Monitoring investment performance and managing portfolio risks. Risk Management: - Identifying and mitigating potential financial risks, including foreign exchange fluctuations and interest rate volatility. - Implementing hedging strategies to manage market risks. Financial Reporting: - Preparing regular treasury reports for senior management, including cash flow forecasts and liquidity analysis. Banking Relationships: - Building and maintaining relationships with banks to secure favorable terms on banking services. - Negotiating credit lines and other financing arrangements. Compliance: - Ensuring adherence to all relevant regulatory requirements related to treasury operations. In addition to these responsibilities, you will also have leadership and people management roles, which include: - Ensuring staff have completed all required training and background checks. - Leading and promoting a culture of strong governance, employee health, safety, and security. - Showing leadership towards health and safety awareness and improvements. Furthermore, for roles with potential physical, psychological, safety, and security risks, additional health and safety requirements include the ability to multi-task, work under pressure, and work long hours. Child Protection And Safeguarding Requirements: - Maintaining a child-safe environment in the workplace and safeguarding children's rights. - Complying with the Child Safeguarding Policy & Code of Conduct. - Demonstrating the highest standards of behavior towards children. - Responding to any concerns for the safety or wellbeing of a child in accordance with internal reporting processes. To qualify for this position, you should have: - A Bachelor's degree in finance, accounting, or a related field. - Strong understanding of financial markets and instruments. - Proficiency in financial analysis and modeling. - Excellent communication and interpersonal skills. - Attention to detail and ability to work accurately under pressure. - Experience with treasury management systems and software. - Knowledge of relevant regulatory compliance standards. - Certifications in Treasury Management (e.g., CTP) or other relevant financial certifications. - Advanced financial modeling techniques or experience with complex financial analysis. - Experience with international financial regulations or cross-border transactions. If you are ready to take on this challenging and rewarding role, we look forward to receiving your application. Join us as a Treasury Manager and make a meaningful impact on our organization.,

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0.0 - 3.0 years

0 Lacs

karnataka

On-site

You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting senior planners in developing investment strategies, conducting research and data analysis for investment decisions, collaborating with clients and internal teams, ensuring compliance with internal processes, and maintaining data accuracy in financial systems. To excel in this role, you should possess a basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel, including pivot tables, charts, and lookups, is essential. Additionally, you should have strong analytical and communication skills, the ability to work effectively in a team environment, a willingness to learn, and a client-first mindset. Ideally, you should hold a Bachelor's degree in finance, accounting, commerce, economics, or a related field, with an MBA in Finance being preferred. Having cleared CFA Level 1 or holding NISM Series X-A certification would be advantageous. If you meet these qualifications and are excited about this opportunity, please send your resume to vaishnavi.s@righthorizons.com. Your skills in portfolio management, investment advisory, communication, financial planning, investment management, analytical skills, data analysis, MS Excel, and financial analysis will be put to good use in this role.,

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3.0 - 7.0 years

0 Lacs

karnataka

On-site

At EY, you'll have the opportunity to develop a career tailored to your unique qualities, supported by a global network, inclusive environment, and cutting-edge technology to help you reach your full potential. Your individual voice and perspective are valued as we strive for continuous improvement. By joining us, you can create an exceptional experience for yourself while contributing to a better working world for all. As part of EY GDS Assurance FAAS FSO Banking team, you will play a crucial role in a rapidly changing world. With a clear purpose guiding over 300,000 individuals, we aim to make a positive impact on our people, clients, and communities. Through innovative services in auditing, tax consulting, and management consulting, we drive our clients towards a successful future. As a specialized cross-border practice within the Financial Services Sector, we offer high-quality services globally. With our Assurance Services, we enhance public trust in global capital markets and support sustainable growth. Join us to enhance your skills in a diverse and collaborative environment. Your responsibilities will include: - Providing advisory services in accounting, reporting, and controlling processes - Optimizing finance processes and implementing automation technologies - Supporting accounting change in IFRS and implementing new standards - Managing treasury strategy, operating model, and transformation - Overseeing global cash balances, treasury metrics, and month-end close processes - Handling debt servicing, foreign exchange transactions, and balance sheet hedging - Supporting treasury reporting projects and controls - Training and developing junior staff resources To qualify for this role, you should have: - At least 3 years of relevant experience in Audit or Consulting within the Banking sector, including expertise in latest IFRS developments - Knowledge in financial reporting, consolidation, accounting methodology, or controlling for financial institutions - Bachelor or Master's degree with additional professional education (e.g., Chartered Accountant, CPA, or ACCA) - Basic skills in treasury management, financial risk management, cash flow forecasting, and more - Strong communication skills in English and proficiency in MS Office tools - Analytical mindset, critical thinking, and willingness to work across sectors and with new technologies We offer: - A collaborative team environment with various training programs - Development of broad business knowledge to become a trusted finance function advisor - Engaging projects with diverse clients - Competitive compensation package and customizable benefits Join EY in building a better working world by delivering trust, growth, and transformation through diverse teams across the globe. Our work in assurance, consulting, law, strategy, tax, and transactions aims to address complex challenges and find innovative solutions for a better future.,

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As the Fundraising & Investor Relations Lead for BetterInvests AIF, your primary responsibility will be to develop and execute the capital-raising strategy targeting UHNI investors, family offices, and institutional investors. You will play a crucial role in building and maintaining strong, long-term relationships with investors, ensuring alignment between their investment goals and the offerings of BetterInvests. Presenting tailored investment opportunities and demonstrating the value proposition of media and entertainment-focused AIFs will be key aspects of your role. Additionally, you will act as a trusted advisor to investors, guiding them through complex investment discussions and effectively structuring deals. In terms of Strategic Leadership & Market Positioning, you will be tasked with establishing BetterInvest as a thought leader in media and entertainment financing, positioning the AIF as a preferred investment vehicle. Building a high-performing investor relations and fundraising team to support long-term growth will be essential. Identifying new market opportunities and continuously refining the AIF's positioning based on investor sentiment and market trends will also be part of your responsibilities. You will oversee Deal Structuring & Product Strategy, including managing deal structuring, investor negotiations, and capital allocation strategies to ensure strong investor participation. Promoting BetterInvest's unique investment solutions, such as invoice discounting for media projects, to attract sophisticated investors will be crucial. Working closely with legal, finance, and compliance teams to ensure regulatory alignment in all fundraising efforts will also fall under your purview. Performance Monitoring & Reporting will be another key aspect of your role. You will be responsible for tracking and reporting on capital-raising performance, investor engagement, and fund deployment. Providing senior leadership with key insights on investor behavior, market shifts, and fundraising challenges will be essential to drive strategic decision-making. To be successful in this role, you should have at least 3+ years of experience in fundraising, capital raising, or investment management, particularly targeting UHNI investors, family offices, or institutional capital. A proven track record of raising funds for Alternative Investment Funds (AIFs), private equity, or structured finance products will be advantageous. A strong network of UHNI clients, family offices, private wealth managers, and institutional investors is desired. Deep understanding of alternative investments, structured finance, asset-backed investments, and receivables-based financing is essential. Excellent negotiation, relationship management, and strategic thinking skills are also required. A Bachelor's degree in finance, business, economics, or a related field is necessary, while an MBA or CFA would be preferred.,

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2.0 - 6.0 years

0 Lacs

dehradun, uttarakhand

On-site

As an innovative IT and Recruitment company based in Dehradun, Netfolks Consulting specializes in providing top-notch IT services such as software development, web development, application development, and IT outsourcing. Additionally, our recruitment solutions assist businesses in finding and hiring skilled professionals through services like staffing and talent acquisition. This full-time Wealth Manager role at Netfolks Consulting in Dehradun requires the successful candidate to be responsible for financial planning, investment management, handling various investments, managing finances, and dealing with insurance matters on-site. The ideal candidate should possess Financial Planning and Investment Management skills, experience in Investments and Finance, knowledge of Insurance practices, strong analytical and quantitative skills, excellent communication, and interpersonal abilities. A relevant Bachelor's or Master's degree in Finance, Accounting, Economics, or related field is required for this role.,

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3.0 - 7.0 years

0 Lacs

chandigarh

On-site

As a Wealth Manager at WorldoTalent, you will be responsible for financial planning, investment management, investments, finance, and insurance in day-to-day tasks. Your role will involve utilizing your Financial Planning and Investment Management skills, along with your Experience in Investments and Finance. Your Knowledge of Insurance will be crucial in effectively managing the financial portfolios. To excel in this role, you must possess strong analytical and problem-solving skills. Your ability to communicate effectively and interact well with others is essential. A Bachelor's degree in Finance, Economics, or a related field will provide you with the foundational knowledge required to succeed in this position. If you are looking for a challenging and rewarding opportunity to showcase your financial expertise and make a meaningful impact, then this full-time on-site role in Thane is perfect for you. Join us at WorldoTalent and be a part of our mission to empower individuals to showcase their talents and businesses to find perfect synergies. Celebrate creativity and skill with us! To apply for this position, please send your resume to ishika@worldotalent.com.,

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3.0 - 7.0 years

0 Lacs

ernakulam, kerala

On-site

You will be joining TAWI LUSH, an all-in-one Hospitality Solutions provider situated in Ernakulam. Our company specializes in Hospitality Management, Destination Management, Travel Consultation, Asset Management, Investment Management, Concept Building, Public Relations, and Hotel Brand Representation. We focus on supporting luxury hotel brands and resorts across regions like the Indian Ocean, Middle East, Central Asia, and Southeast Asia. As an Operational Executive at TAWI LUSH, your role will be full-time and on-site at our Ernakulam location. Your primary responsibilities will include overseeing day-to-day operations, managing commercial strategies, and contributing to the growth and enhancement of hospitality products. Collaboration with different teams will be essential to ensure smooth operations and the delivery of exceptional guest experiences. To excel in this role, you should possess experience in Hospitality Management, Operations, and Commercial Strategies. Strong organizational and leadership skills are crucial, along with excellent communication and interpersonal abilities. Knowledge of Asset Management and Investment Management is preferred, as well as the ability to develop and implement strategies for business growth. Prior experience in the luxury hotel or hospitality industry will be advantageous. A Bachelor's degree in Hospitality Management, Business Administration, or a related field is required.,

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3.0 - 10.0 years

0 Lacs

chandigarh

On-site

At Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential. With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance. As a Financial Planner at Assetian, your responsibilities will include creating customized financial plans based on clients" goals, risk tolerance, and other factors. You will be responsible for business development, managing investment portfolios, making investment decisions, and monitoring asset performance. Additionally, you will play a crucial role in helping clients manage risk, building and maintaining strong relationships with clients, keeping up with market trends and regulations through market analysis, and communicating effectively with clients, supervisors, peers, and subordinates. To qualify for this role, you should have a Bachelor's degree in Finance and possess a CFA certification (At least Level 1). You must have 3-10 years of experience in wealth management or investment advisory. A strong understanding of financial products, investment strategies, and market trends is essential. Excellent communication and interpersonal skills are a must, with the ability to build long-term relationships with clients. A proven track record of managing client portfolios and delivering results will be an added advantage.,

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0.0 - 4.0 years

0 Lacs

chandigarh

On-site

As a Strategic Investor / Equity Partner at Next Tech Fusion Gadgets Private Limited, you will have the opportunity to invest capital in the company in exchange for equity (12%). Located primarily in Jabalpur, with potential for remote collaboration, this full-time role offers an active investor position. Next Tech Fusion Gadgets Private Limited, established in 2025 and based in Jabalpur, Madhya Pradesh, is a key player in India's digital transformation. Specializing in the wholesale distribution of cutting-edge technology equipment, ranging from computing peripherals to next-gen digital tools, the company aims to bridge the gap between innovation and accessibility. By empowering modern enterprises and tech-savvy consumers, we strive to create a smarter, more connected future. As a Strategic Investor / Equity Partner, you will not be responsible for managing our investments but will instead play a vital role in our growth journey. We are seeking an individual or firm enthusiastic about investing in Next Tech Fusion Gadgets and contributing strategically to our company's development.,

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3.0 - 7.0 years

0 Lacs

kochi, kerala

On-site

At EY, we are committed to shaping your future with confidence and helping you succeed in a globally connected powerhouse of diverse teams. Join EY to contribute to building a better working world. As a Senior/Assistant Manager in the FAAS Record to Report (R2R) team within EY Assurance, you will collaborate closely with FAAS managers and Senior Managers on client engagements across Americas and EMEIA to deliver end-to-end Record to Report services. Your responsibilities will include ensuring the timeliness and quality of work as per project requirements, utilizing your expertise in accounting under IFRS/US GAAP, and contributing to period end close and financial reporting activities. You will be expected to bring subject matter expertise in Treasury processes to our advisory services. Key Responsibilities: - Monthly, quarterly, and annual closing of books - Supporting the development of tools and methodologies for project delivery - Participating in meetings and interviews with client treasury personnel - Developing practical solutions to help clients achieve their treasury and business objectives - Ensuring adherence to KPIs and SLAs - Maintaining effective coordination with multiple stakeholders - Variance Reporting & Analytical Review - Building necessary documents like SOPs and end-user training materials - Providing technical support using US GAAP/IFRS guidelines - Ensuring quality in client service delivery by directing daily progress of fieldwork - Managing client expectations regarding deliverables and reports - Supporting the development and management of relationships with clients - Participating in proposal development for prospective engagements - Supporting the development of new service offerings and go-to-market strategies - Demonstrating a good understanding of accounting concepts and professional standards Skills and Attributes: - Strong understanding of IFRS/US GAAP, UK GAAP - Experience in business unit/entity level reporting, record to report, technical accounting advisory, etc. - Knowledge of Lease accounting - Proficiency in researching client inquiries and emerging issues - Experience with ERP packages like SAP - Certified Treasury Professional (CTP) certification is a plus - Experience with various treasury areas such as financial risk management, cash flow forecasting, etc. Qualifications: - B.Com, CA (Inter), CWA (Inter), ACCA (UK), DIP (IFR), or MBA from a reputed institute - 3-6 years of relevant experience including entity/BU reporting, financial statement close process support Preferred Qualifications: - SAP S4/Hana understanding - Proficiency in MS Excel, MS Office - Knowledge of data analytics/visualization tools - Flexibility to travel as necessary - Good communication, interpersonal, and analytical skills Join us at EY to be part of a market-leading team of professionals and contribute to building a better working world.,

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2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

You will be part of a globally renowned investment banking, securities, and investment management firm called Goldman Sachs, which was established in 1869. With our headquarters in New York and multiple offices worldwide, we dedicate our resources and expertise to support the growth of our clients, shareholders, and the communities we engage with. We strongly believe that embracing diversity and inclusion enhances individual and collective performance. At Goldman Sachs, we are deeply committed to creating a workplace that offers a wide range of opportunities for personal and professional growth. This commitment is reflected in various aspects such as training programs, development initiatives, extensive networks, wellness benefits, financial programs, and mindfulness offerings. To explore more about our inclusive culture, benefits, and exceptional team, visit GS.com/careers. As an equal opportunity employer, we are dedicated to providing reasonable accommodations to candidates with special needs or disabilities throughout our recruitment process. To know more about our accommodation policy, please visit: https://www.goldmansachs.com/careers/footer/disability-statement.html Join us at Goldman Sachs, where your unique identity empowers you to excel in your role, and where you will find abundant opportunities to thrive both personally and professionally.,

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6.0 - 10.0 years

0 Lacs

hyderabad, telangana

On-site

Join Yash Technologies, a company with a hybrid work culture and ideal work-life balance! We are currently hiring experienced professionals in SAP experience in Investment Management with ECC Implementation Experience is required for the position of Sr. Consultant in Hyderabad, Pune, and Bangalore locations. The ideal candidate should have a minimum of 6+ years of relevant experience. Key Responsibilities: - Possess at least 8 years of SAP experience in Investment Management (Sub Module in FICO). - Demonstrated experience in SAP FI, Invest management integration with PS and Asset Accounting. - Ability to set up IM Programs, Structures, and Budgeting in Investment programs. - Customize the workflows in Processing of Appropriation Requests in IM programs. - Describe functions, processes, and integration scenarios of SAP Investment Management with FI Asset Accounting, Internal Orders, and Project System. - Proficient in Investment Project/Internal Order Settlement Process and month-end closing. - Experience in Implementation, Rollout, Support, upgrade, and enhancements. - Strong knowledge of SAP Finance - Closing activities, Validations, Substitutions & Reporting. If you have the required experience and skills, we encourage you to apply. Immediate joiners are preferred, or a notice period of 30 days is acceptable. We offer both hybrid and remote work opportunities. Please share your updated resume at venkata.murthy@yash.com to explore exciting career opportunities with us!,

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4.0 - 9.0 years

7 - 11 Lacs

Pune

Work from Office

A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets safely, securely and responsibly Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights, Overview The Senior Manager, Fund Accounting will oversee a team of experienced accountants and managers to ensure client financial data is reviewed for accuracy to the client prescribed methods and client deadlines are met Candidate should have previous experience as a leader leading a team of accountants and managers and possess extensive knowledge of general accounting practices and financial statements, specifically around investment funds, The ideal candidate should have a strong background in financial services and deep understanding of private equity operations, investment management, and financial markets The ideal candidate should also possess excellent leadership skills, and a proven track record of driving operational efficiency and excellence, Key Accountabilities and Main Responsibilities Strategic Focus Thought leadership and Continuous Improvement: Identify opportunities for automation / process improvements and implement changes to enhance team efficiency Project Management: Lead cross-functional initiatives to streamline fund administration processes Support senior leadership in adoption and execution of overall strategy as well as operational delivery encompassing accounting review standards and best practices Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements Operational Management Client Service Delivery: Maintain a high client service level and review client reports and financial statements Technical Oversight: Ensure adherence to US GAAP and IFRS; manage technical research Documentation: Ensure all accounting review activities are well-documented Problem Solving: Address and resolve technical accounting issues Performance & Risk Management: Prepare and present performance and risk reports and identify and mitigate risks Oversee the review and delivery of financial statements and other accounting reports People Leadership Team Leadership: Provide guidance, mentorship, and support to the accounting team Performance Management: Establish and monitor KPIs, conduct employee performance reviews and appraisals, and foster professional growth Exceptional leadership skills and capabilities Governance & Risk Risk Management: Identify and mitigate risks, ensuring compliance Stakeholder Management: Act as the primary point of contact for stakeholders, provide updates, and address concerns Ability to effectively liaise with senior-level stakeholders to communicate issues, risks, and solutions Ensure compliance with organizational standards and accounting practices *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 / Masters degree in Business Administration, Commerce, Finance Minimum of 10 years of experience in Fund Accounting within the financial services industry, with at least last 4 years in a leadership role Personal Attributes: Strong analytical and problem-solving skills and ability to lead a medium-sized team Support senior leadership in adoption and execution of accounting review standards and best practices Solid relationship building and stakeholder management 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 Exceptional leadership skills and capabilities Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements Ability to effectively liaise with senior-level stakeholders to communicate issues, risks, and solutions 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 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, Show

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3.0 - 6.0 years

4 - 6 Lacs

Pune

Work from Office

Job Summary: We are seeking a highly organized and communicative Transportation Coordinator to manage and oversee transportation services for expatriates and employees. The ideal candidate will ensure efficient, safe, and reliable transport solutions while maintaining high standards of service and compliance. Key Responsibilities: Manage day-to-day transportation operations for expats and employees, including scheduling, routing, and vehicle allocation. Coordinate with transport vendors to ensure timely service delivery and adherence to contract terms. Monitor and optimize transport routes for efficiency and cost-effectiveness. Serve as the primary point of contact for expat transportation needs, including airport pickups, daily commuting, and emergency travel. Handle transport-related queries, issues, and complaints with prompt and professional resolutions. Ensure compliance with safety regulations, company policies, and local transport laws. Maintain accurate records related to transport usage, vendor performance, and cost tracking. Support onboarding of new expats by organizing their initial travel and commuting arrangements. Requirements: Proven experience in transport coordination or logistics management (preferably in corporate or expat transport services). Excellent communication and interpersonal skills. Strong organizational and problem-solving abilities. Ability to work under pressure and manage multiple tasks simultaneously. Familiarity with transport management systems and tools is a plus. Knowledge of local geography, routes, and regulatory requirements. Preferred Qualifications: Bachelors degree in Logistics, Business Administration, or a related field. Prior experience managing expat transportation services.

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3.0 - 6.0 years

4 - 6 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Work from Office

Job description Greetings from Homebazaar.com Who are we? "Home Bazaar Services Pvt Ltd is India's leading Property Advisor with an immense history of successful client satisfaction. With 11+ years of expertise, we analyze and cater to the client's requirements and have assisted thoroughly in their property buying journey. With the support of 350+ Property experts, we have been awarded Mumbai's best-winning property service company for the Quarter 2022 -23. With these achievements under our wings, we also have expanded to new horizons, we are currently operational in 9+ metro cities across India." What is our requirement? Individual Role: Senior Investment Manager Job Location : Vashi / Panvel /Andheri Experience : 2 Year to 12 Years Benefits : Fixed Salary + Monthly Incentives+ Quarterly Increment(Performance Based) Responsibilities Be responsible for Residential Real Estate Sales in Mumbai achieve monthly revenue targets. Be responsible for end to end discussion with buyers and educate them about company's offerings on every day basis. Responsible for Attend inquires generated through the Digital Marketing platform by addressing need & concerns to fulfil buyer's expectations. Develop relationships with Top Selling Developer and Investors and End-customers. Intermediate negotiation processes, consult clients on market conditions, prices. Provide advisory/consultation to customers for purchasing property for the best deal under the best terms. Understand clients' needs and propose solutions that suit them best. Fixing up an Engagement Meetings with the Predetermined Leads. Showing, consulting, and selling by giving excellent personalized service to the HNI customers. Converting prospects into buyer by show-casing appropriate primary residential properties to them, matching the investment need of the prospects. Perform comparative market analysis to estimate properties value. Work closely with internal CRM team to ensure hassle free after sales service Build trust, value others , communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Why Join Us? Excellent Inputs & Real Time Support given by management to achieve realistic targets Pre-generated quality leads provided by the Homebazaar.com Professional development & career advancement opportunities within the Homebazaar.com Young & Vibrant work Culture. Reimbursement of fixed travelling & actual mobile expenses. SKILLS REQUIRED: Candidate should be aggressive in Sales. Must be presentable. Good/excellent experience in handling HNI Clients/Customers. Should have a positive attitude & should be confident to accept new challenges. Must own a bike/car with valid license & papers for the vehicle. Should have a focused mind-set for Hardcore sales profile. What we give you? Fixed Salary + Monthly Incentives+ Quarterly Increment(Performance Based) How to Apply? Kindly share your resume on Chetana.mandavkar@homebazaar.com and for more details contact on 7400156957

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2.0 - 5.0 years

5 - 10 Lacs

Gurugram

Work from Office

Sound like you Our successful Project Managers Engage confidently with internal and external stakeholders and see things from their perspective. Are driven to succeed and love achieving challenging goals. Bring a structured and organised approach to everything they do. Communicate and collaborate to achieve success. Thrive under pressure and deal effectively with tight deadlines and high expectations.

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6.0 - 10.0 years

8 - 12 Lacs

Kanpur

Work from Office

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 of offices, 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 Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. 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 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Kanpur , India 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

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4.0 - 7.0 years

9 - 14 Lacs

Gurugram

Work from Office

About the Opportunity Job TypeApplication 31 August 2025 About The Role Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our General Counsel Shared Services Team and feel like youre part of something bigger. General Counsel General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management General Counsel Shared Services: The General Counsel Shared services function is a global centre of expertise currently being built out in Dalian and India. It will provide operational support and services to the General Counsel function. Three key verticals of GC shared services are:- Reporting and Systems- Central hub in GC for all reporting and systems related activities. Operations - This is bouquet of various service offering for GC like Training Admin, support in Europe compliance, information barriers, legal and co sec ops. Investment Compliance- Compliance team in India provides effective monitoring of FILs funds to ensure compliance with funds mandates and regulatory rules in verticals like Portfolio compliance Monitoring, Investment Management Compliance Advisory and Investment Management Compliance Monitoring. Portfolio Compliance Monitoring: The Portfolio Monitoring team is a global function is part of FILs Global Investment Compliance and Monitoring department, with teams present in Hong Kong, London and Gurgaon. The team is primarily responsible for performing End of Day (EOD) portfolio compliance monitoring for all retail and institutional products globally managed by FIL as well as coding portfolio restrictions and investment guidelines in compliance monitoring system. The Portfolio Monitoring team also provides compliance guidance and support to FILs investment professionals, including Portfolio Managers across all asset classes, Portfolio Support Groups, Investment Risk and Portfolio Analytics teams. In relation to its portfolio compliance monitoring responsibilities, the team also engages with FILs institutional services and product management teams and other support functions, including local compliance officers, legal and investment services globally. Global Investment Compliance: The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelitys Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups. About your role You will be playing a key role within the team with respect to the launch of new investment products, take-on process for new mandates and amendments of existing investment guidelines by communicating with various colleagues within investment compliance as well as externally, on the suitability of the investment restrictions and ensuring that investment restrictions are accurately coded in the Charles River compliance system. Key Responsibilities Onboarding of new clients for investment compliance by understanding the client requirements, interpreting the prospectus / investment mandate and extracting compliance restrictions to ensure guidelines and restrictions are effectively coded into compliance systems for ongoing monitoring of funds/accounts guidelines; Perform the review of regulatory and client guidelines to ensure accuracy and efficiency of existing rules coded; Regular Rule maintenance on compliance system i.e. CRD; Conduct Account Mapping / Review viz a viz applicable rule; Continuously improve compliance monitoring of guidelines and regulatory rules by assisting with compliance rule testing, new rule development, improving the automated monitoring of rule and ensuring rules are working as intended; Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams; Prepare documentation to support reviews conducted and to substantiate/demonstrate adequate processes/controls in coding rules; Research ad-hoc queries from compliance reporting team to determine if client portfolio is in line with the investment guidelines; Assist in resolving queries with regional compliance teams; Assist with ongoing review of relevant processes and procedures to ensure best practice; Assist in a range of FIL-wide projects or tasks; Assist with ad-hoc compliance monitoring tasks, as required. Experience and Qualifications Required Experience in Investment compliance guideline rule coding in Charles River is a must; Good understanding of Charles River system workflows and parameters; Must have knowledge of data set up in Charles River from vendors such as Bloomberg, Factset and ESG; Technology Savvy with experience in writing high quality, readable, reusable, testable code; Experience with regulatory environments such as UCITS, SFC, FCA and SEC would be an added advantage; Strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements; 9+ years of experience in working in the investment management industry (preferably in investment compliance) and of investment products; Good instrument knowledge of equities, fixed income and derivatives; Must have understanding of ESG guidelines and frameworks; Be a strategic thinker, possess strong facilitation and data gathering skills; Effective problem solver, attention to detail and ability to work to tight deadlines under pressure; CFA or Bachelor of Business or Commerce preferred; Business-level verbal and written English communication / presentation skills; Positive team player as well as the ability to work on their own initiative; Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes.

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