1553 Investment Management Jobs - Page 22

About Goldman Sachs Wealth Management Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services Perform new account onboarding, asset transfers, account maintenance and other account service requests Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities Assist with various aspects of client portfolio performance reporting Facilitate cash balance oversight and private banking services in accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Resolve time sensitive client service-related issues, including but not limited to complex situations Managing the pipeline of new business opportunities in Salesforce Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively? Our Wealth Service Specialist support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business. Basic Qualifications Four-year degree or higher in Management, Finance, Accounting or Economics. In depth understanding of Processes and Procedures for client on-boarding, account maintenance, and account funding. Acquaintance with different financial instruments (Stocks, Options, Fixed Income, Debt) Prior experience in wealth management operations or investment process implementation is a plus. Excellent organizational skills. Superior written and verbal communication skills. Ability to maintain a high level of confidentiality Enthusiastic and positive approach to problem-solving and client service. Proven track record with cross training, task-sharing and mutually supportive teamwork. Innovative thought processes and pro-active time management and task completion follow-through. About Goldman Sachs

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals OPERATIONS Operations is a dynamic, multi-faceted function that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. OUR IMPACT The Liquidity Management(LM) team sits within Public Investing operations which has primary responsibility for all aspects of cash management and collateral management while serving as the single point of contact for liquidity inquiries across GSAM. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, client relationship managers by providing accurate and timely liquidity information and overseeing all aspects of operational risk & clients counterparty risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. JOB SUMMARY AND RESPONSIBILITIES Holistic ownership and understanding of client accounts from a GSAM Operations perspective, trade life-cycle and act as a single point of contact for GSAM business for any liquidity related issues Daily cash forecasting in multi-currency portfolios to include overdraft monitoring and fund liquidity reporting Trading desk support to include ad-hoc queries as well as ongoing business initiatives Manage collateral and counterparty exposures across multiple product classes and various regulations Build relationships with outside financial institutions (brokers, custodians, prime brokers and fund administrators) to improve the quality and productivity of work by integrating best practices as appropriate Liaise with traders and brokers to ensure efficient settlement of trading activity Partner and liaise with client relationship team and client implementation team to qualify new business, implement account events, and ensure the adequacy of account structures and surveillance. Execution on strategic risk, efficiency & business enablement initiatives. Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact Review account level metrics (i.e. reconciling items on cash/position reconciliations, failing trades, etc.) as defined by operating standards and research, escalate, remediate exceptions as appropriate BASIC QUALIFICATIONS Bachelors Degree Minimum of 4 year of professional experience Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint Bachelor s degree required Be highly collaborative, team-oriented and strong consensus builder Demonstrate strong communication and interpersonal skills both written and oral Previous experience in Operations and/or Financial Services industry Knowledge of Collateral or Treasury operations Demonstrate ability to partner across product groups, regions and functional responsibilities Be a strategic thinker, possesses strong facilitation and data gathering skills Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions Risk management focus We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers 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

About Goldman Sachs The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and maintain offices in London, Frankfurt, Tokyo, Bengaluru, Hong Kong and other major financial centres around the world. Wealth Management Job Responsibilities The Wealth Management Leadership & Regional Management team involvement ranges from internal consulting , strategy, competitor data, expense management , along with management reporting for senior leadership Business strategy & performance management : Collaborating with Global COOs on initiatives to drive and streamline business critical projects Leadership and internal presentations: Responsible for generation, distribution, and analysis of weekly, monthly and annual management reports. Build and deliver analytical insights to the leadership that will help in forming client, sales & product strategies Analyze variances and trends underlying revenues & expenses to provide the business with regular updates through reports supported by well documented commentaries Benchmarking against Market competitors, Client Wallet Size Analysis, GS Market share and Ranking Devise creative methodologies to improve business efficiency across markets Drive resource allocation and headcount management Basic Qualifications Master s degree of Finance, Economics, Business or Commerce. Experience in financial services industry, preferably in an analytical or strategy function Strong communication and interpersonal skills Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, QlikSense, Altreyx) is advantageous Strong understanding of wealth management, investment advisory and financial planning products and landscape ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices around the world.

About Goldman Sachs The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and maintain offices in London, Frankfurt, Tokyo, Bengaluru, Hong Kong and other major financial centres around the world. Wealth Management Job Responsibilities The Wealth Management Leadership & Regional Management team involvement ranges from internal consulting , strategy, competitor data, expense management , along with management reporting for senior leadership Business strategy & performance management : Collaborating with Global COOs on initiatives to drive and streamline business critical projects Leadership and internal presentations: Responsible for generation, distribution, and analysis of weekly, monthly and annual management reports. Build and deliver analytical insights to the leadership that will help in forming client, sales & product strategies Analyze variances and trends underlying revenues & expenses to provide the business with regular updates through reports supported by well documented commentaries Benchmarking against Market competitors, Client Wallet Size Analysis, GS Market share and Ranking Devise creative methodologies to improve business efficiency across markets Drive resource allocation and headcount management Basic Qualifications Master s degree of Finance, Economics, Business or Commerce. Experience in financial services industry, preferably in an analytical or strategy function Strong communication and interpersonal skills Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, QlikSense, Altreyx) is advantageous Strong understanding of wealth management, investment advisory and financial planning products and landscape ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices around the world.

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.

Who We Are At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. At Goldman Sachs, our Engineers don t just make things we make things possible. We change the world by connecting people and capital with ideas and solve the most challenging and pressing engineering problems for our clients. Our engineering teams build scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Engineering, which is comprised of our Technology Division and global strategist groups, is at the critical center of our business. Our dynamic environment requires innovative strategic thinking. Want to push the limit of digital possibilities? Start here. Goldman Sachs Asset & Wealth Management As one of the worlds leading asset managers, our mission is to help our clients achieve their investment goals. To best serve our clients diverse and evolving needs, we have built our business to be global, broad and deep across asset classes, geographies and solutions. Goldman Sachs Asset & Wealth Management is one of the worlds leading asset management institutions. AWM delivers innovative investment solutions managing close to Two Trillion US Dollars on a global, multi-product platform. In addition to traditional products (e.g. Equities, Fixed Income) our product offering also includes Hedge Funds, Private Equity, Fund of Funds, Quantitative Strategies, Fundamental Equity and a Multi-Asset Pension Solutions Business. Software is engineered in a fast-paced, dynamic environment, adapting to market and customer needs to deliver robust solutions in an ever-changing business environment. AM Data Engineering builds on top of cutting edge in-house and cloud platforms complimented with a strong focus on leveraging open source solutions. Business Overview The External Investing Group ( XIG ) provides investors with investment and advisory solutions across leading private equity funds, hedge fund managers, real estate managers, public equity strategies, and fixed income strategies. XIG manages globally diversified programs, targeted sector-specific strategies, customized portfolios, and a range of advisory services. Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, secondary-market investments, co-investments, and seed-capital investments. With over 350 professionals across 11 offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Goldman Sachs market insights and risk management expertise. We extend these global capabilities to the world s leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices, for which we invest or advise on over $300 billion of alternative investments, public equity strategies, and fixed income strategies. What We Do Within Asset Management, Strategists (also known as Strats ) play important roles in research, valuation, portfolio construction, and risk management analytics. A Strategist will apply quantitative and analytical methods to come up with solutions that are accurate, robust, and scalable. Strats are innovators and problem-solvers, building novel and creative solutions for manager selection, portfolio construction, and risk management. You will develop advanced computational models, architectures, and applications to meet the challenges of a rapidly growing and evolving business. Strats collaborate across the business to develop solutions. These daily interactions with other team members across geographies demand an ability to communicate clearly about complex financial, business, and mathematical concepts. We look for creative collaborators who evolve, adapt to change, and thrive in a fast-paced global environment. Basic Qualifications Outstanding background in a quantitative discipline, with excellent analytical, quantitative, and problem-solving skills, and demonstrated abilities in research and data visualization Programming expertise in a scripting language (e.g. Python, R, Matlab) Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts Creativity and problem-solving skills Ability to work independently and in a team environment 3+ years of applicable experience Goldman Sachs Engineering Culture At Goldman Sachs, our Engineers don t just make things we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets. Goldman Sachs is an equal employment/affirmative action employer Female / Minority / Disability / Veteran / Sexual Orientation/Gender Identity

We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. OPERATIONS Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firms assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow. Credit Operations Team is responsible for ensuring the integrity and accuracy of risk undertaken by the Credit Business globally. Team works very closely with Sales and Trading teams to facilitate all aspects of Operational Risk and Control Framework. The functions involve: Matching of all trades Performing trade checkout of exotic transactions Facilitating new business Drafting documents for executed trades Confirming economic and legal terms of trades with clients electronically and on paper Settling trades YOUR IMPACT We are looking for a professional and dynamic individual with a strong interest in Credit. The ideal candidate would be able to excel in a high-profile and fast paced team whose primary responsibilities include (i) partnering with the Credit Sales and Trading Desks to ensure the integrity and accuracy of Derivative and Physical Trading risks undertaken by such businesses, as well as (ii) driving and implementing change to ensure we are optimally managing and monitoring risks, in an increasingly demanding and complex regulatory environment. JOB SUMMARY & RESPONSIBILITIES Develop a deep knowledge of Credit and derivative transactions Find and resolve booking discrepancies across complex derivative businesses Experience in Credit Confirmations and/or Settlements process Daily interaction with Trading & Sales to ensure discrepancies are resolved immediately Engage with front office and technology to help facilitate the resolution of technical production issues Manage, monitor and investigate reporting breaks and process failures; identify and implement corrective actions Ensure that processes are continually reviewed and improved, risk is managed, and results are achieved that meet expectations for timeliness, quality and cost effectiveness within the department Understanding of Credit markets and products along with basic financial knowledge and terms Key characteristics of Derivative Products (ex. expiration, strike, premium etc.) High Level understanding of ISDA terms BASIC QUALIFICATIONS Bachelor s degree with competitive GPA Proficient with Microsoft applications Ability to demonstrate strong technical skills and keen attention to detail PREFFERED QUALIFICATIONS Demonstrated attention to detail in previous role on an ongoing basis Experience in understanding and breaking down complex structured products would be a big plus Team player with a collaborative style and strong interpersonal skills Effectively handle difficult requests, build long-term relationships with the business and be able to manage expectations Strong written and verbal communication skills with ability to be clear and concise Self-starter who thinks ahead, anticipates questions, finds alternative solutions and identifies clear objectives Able to successfully multi-task, work towards extremely challenging goals and persist in the face of obstacles Able to adapt to changes and new challenges Strong analytical and organizational skills, critical thinking, and an ability to suggest improvements and identify risks Service orientation, sense of urgency, ability to manage internal clients expectations and professionalism 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

The Associate Fund Accountant oversees financial accounting and reporting for real estate funds acquired or developed through the company s investment vehicles. These funds may include office, multi-family, industrial, retail, hotel, and mixed-use properties. Required Qualifications: Bachelors degree in Accounting/Finance. 1 to 2 years of experience in Private Equity/Hedge Funds/Real Estate Funds is preferred. Proficient in Microsoft Office. Excellent verbal and written communication skills. ESSENTIAL DUTIES Prepare accurate work paper files, including capital activity, accruals, and investment activity. Ensure timely recording, review, and approval of fund-level activity to meet reporting deadlines. Review transaction documentation, perform bank reconciliations, process journal entries, and prepare management fee calculations. Produce and review financial statements, including audit support, analytical review, and discrepancy resolution. Generate daily or monthly client reports. Support the year-end audit process and collaborate with clients, legal counsel, auditors, and tax advisors to meet key deadlines. Manage client and counterparty relationships, handling inquiries, and ensuring accurate investor reporting. Review and correct balance sheet accounts, inter-company balances, and promote calculations. Validate CRF Capital Roll Forward against underlying investments. Book distribution and contribution entries in the Investment Management module, ensuring no cash shortages in accounts.

HUMAN CAPITAL MANAGEMENT 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. Divisional Overview: The Experienced Hire Recruiting Team (EHRT) identifies, attracts, and recruits experienced professionals against open roles across the firm. Recruiters are expected to manage the strategy and execution of hiring, working with stakeholders and candidates. Recruiters advice hiring managers from the time a role opens until the identified candidate joins the team. EHRT manages the firm s relationships with executive search agencies and sources candidates through direct recruiting, the firm s internal mobility and employee referral programs. Principal Responsibilities: Expected to support experienced hire recruiting for one or more divisions Understand the job specifications and the hiring function s deliverables in depth Work on varied sourcing avenues to build a strong pipeline of potential candidates Ensuring a healthy pipeline till closure, report sourcing risks upfront Managing candidate expectations and negotiating compensation packages for new hires. Developing external contacts to stay abreast of new hiring practices, market intelligence and trends in the industry. Providing recruiting activity management reports and metrics . Work on varied recruiting projects to improve recruiting process efficiency. Maintain market intelligence on the hiring landscape and utilize this information for hiring the best talent for the firm. Experience and Required Skills: 8-15 years of proven work experience as a Recruiter / Recruiting manager Prior work experience In Financial Services or any BFSI domain is preferred Experience working on any Application Tracking System (ATS) and managing HR database Ability to manage and partner with multiple clients and candidates at all levels, anticipating needs and pro-actively providing information Critical thinking skills- strong analytical skills to evaluate situations and hiring needs, and identify potential gaps/ risks, and areas for improvement Negotiation skills and ability to present ideas and build consensus Ability to handle multiple, time-sensitive projects while focusing on the quality of work delivered to clients. Strong communication skills both verbal and written Responsive and quick problem solving skills. Bachelors or Master s degree in Human Resource Management 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

HUMAN CAPITAL MANAGEMENT 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. Divisional Overview: The Experienced Hire Recruiting Team (EHRT) identifies, attracts, and recruits experienced professionals against open roles across the firm. Recruiters are expected to manage the strategy and execution of hiring, working with stakeholders and candidates. Recruiters advice hiring managers from the time a role opens until the identified candidate joins the team. EHRT manages the firm s relationships with executive search agencies and sources candidates through direct recruiting, the firm s internal mobility and employee referral programs. Principal Responsibilities: Expected to support experienced hire recruiting for one or more divisions Understand the job specifications and the hiring function s deliverables in depth Work on varied sourcing avenues to build a strong pipeline of potential candidates Ensuring a healthy pipeline till closure, report sourcing risks upfront Managing candidate expectations and negotiating compensation packages for new hires. Developing external contacts to stay abreast of new hiring practices, market intelligence and trends in the industry. Providing recruiting activity management reports and metrics . Work on varied recruiting projects to improve recruiting process efficiency. Maintain market intelligence on the hiring landscape and utilize this information for hiring the best talent for the firm. Experience and Required Skills: 8-15 years of proven work experience as a Recruiter / Recruiting manager Prior work experience In Financial Services or any BFSI domain is preferred Experience working on any Application Tracking System (ATS) and managing HR database Ability to manage and partner with multiple clients and candidates at all levels, anticipating needs and pro-actively providing information Critical thinking skills- strong analytical skills to evaluate situations and hiring needs, and identify potential gaps/ risks, and areas for improvement Negotiation skills and ability to present ideas and build consensus Ability to handle multiple, time-sensitive projects while focusing on the quality of work delivered to clients. Strong communication skills both verbal and written Responsive and quick problem solving skills. Bachelors or Master s degree in Human Resource Management 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

Primary Skills: SAP FSCM (Financial Supply Chain Management) Expertise in configuring and implementing SAP FSCM modules. Understanding of financial processes related to credit, collections, dispute management, and treasury. Credit Management Setup and configuration of SAP Credit Management (SAP CM). Credit scoring, risk assessment, and exposure management. Integration with SAP SD for real-time credit checks. Dispute Management Implementation of SAP Dispute Management for efficient case resolution. Workflow automation for dispute tracking and collaboration. Collections Management Configuration of collection strategies and automated reminders. Worklist creation for collection agents and follow-ups. Biller Direct Implementation of SAP Biller Direct for online invoicing and payments. Enhancing user experience with self-service billing portals. Treasury and Risk Management (TRM) Experience in SAP TRM for cash flow forecasting and investment management. Exposure to market and credit risk management within SAP. - Grade Specific Secondary Skills: SAP FI (Financial Accounting) Integration SAP SD (Sales and Distribution) Integration Knowledge of S/4HANA Finance Workflow Configuration Strong Communication and Stakeholder Management Skills

Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. You will assess the current state, identify customer requirements, and define the future state and/or business solution. Your role will involve researching, gathering, and synthesizing information to drive effective decision-making and improve business performance. Roles & Responsibilities:- Managed user groups, profiles and access to different modules.- Create and manage CRD workflows for each business group.- Understanding business requirements and mapping them to system requirements specifications.- Project status tracking, resource allocation and management.- Conducting process and system studies and coordinating with team members for System Design & Integration.- Delivering and implementing project as scheduled and ensuring compliance to quality standards. Designing the entities and performing coding, data verification etc.- Preparing TSD and assisting UAT, SFR resolution & Production Release. Professional & Technical Skills: - Must To Have Skills: Proficiency in Charles River Order & Execution Management OEMS Trading.- Good To Have Skills: Experience with Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position Management.- Strong understanding of investment management processes and workflows.- Knowledge of financial instruments such as equities, fixed income, derivatives, and foreign exchange.- Experience with data analysis and visualization tools such as SQL, Python, and Tableau.- Ability to analyze complex business problems and provide strategic recommendations.- Excellent communication and interpersonal skills to effectively collaborate with stakeholders.- Strong analytical and problem-solving abilities to drive data-driven decision-making. Additional Information:- The candidate should have a minimum of 3 years of experience in Charles River Order & Execution Management OEMS Trading.- This position is based at our Mumbai office.- A 15 years full time education is required. Qualification 15 years full time education

Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Middle Office, Charles River Portfolio Management & Risk Analytics, Charles River Data and Position ManagementMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. You will assess the current state, identify customer requirements, and define the future state and/or business solution. Your role will involve researching, gathering, and synthesizing information to drive effective decision-making and improve business performance. Roles & Responsibilities:- Managed user groups, profiles and access to different modules.- Create and manage CRD workflows for each business group.- Understanding business requirements and mapping them to system requirements specifications.- Project status tracking, resource allocation and management.- Conducting process and system studies and coordinating with team members for System Design & Integration.- Delivering and implementing project as scheduled and ensuring compliance to quality standards. Designing the entities and performing coding, data verification etc.- Preparing TSD and assisting UAT, SFR resolution & Production Release. Professional & Technical Skills: - Must To Have Skills: Proficiency in Charles River Order & Execution Management (OEMS) Trading.- Good To Have Skills: Experience with Charles River Middle Office, Charles River Portfolio Management & Risk Analytics, Charles River Data and Position Management.- Strong understanding of financial markets and trading operations.- Knowledge of investment management systems and processes.- Experience in conducting business process analysis and improvement.- Excellent analytical and problem-solving skills.- Strong communication and stakeholder management abilities.- Ability to work effectively in a team environment. Additional Information:- The candidate should have a minimum of 9 years of experience in Charles River Order & Execution Management (OEMS) Trading.- This position is based at our Mumbai office.- A 15 years full time education is required. Qualification 15 years full time education

Job Description Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. Group Description: Sitting within the Fixed Income department, the Corporate Credit Research team is a global organization with team members in New York, Nashville, London, Hong Kong, Taiwan, Singapore, Pune, Mumbai, and Hangzhou. Our research analysts and associates play key roles in identifying and analyzing market inefficiencies and opportunities and working closely with our portfolio managers to translate the most attractive opportunities into appropriate risk exposures in client portfolios. Analysts specialize by market segment (Investment Grade, High Yield, and Emerging Markets) and collaborate closely across teams to leverage their industry knowledge and specialized credit skills across all our fixed income strategies. Specific Responsibilities: All aspects of research and diligence of companies, including financial modeling, and company, industry, ESG, and covenant analysis Remain current on industry news, trends, and controversies across assigned coverage. Provide relevant updates and presentations to the investment teams about new issue analysis and credit updates Develop an independent view of an issuer and its ratings, leveraging our proprietary ratings framework Provide analysis across performing and distressed credits within given sectors Develop and maintain a strong network of company, sponsor, sell-side and buy-side contacts What makes this role unique or interesting (if applicable)? Develop fundamental credit research skills across various sectors Collaborate across the firm s investment research teams, including credit and equity Regularly present to senior members of the investment team about sectors and issuers Develop an understanding about how we run client portfolios Qualifications, Experience, Education: This position requires: Strong analytical and quantitative skills, demonstrated through academic and professional record Ability to think broadly about the prospects of a business and how those could impact future value Relentless drive with a passion for research Strong work ethic and attention to detail Excellent communications skills Ability to work well both independently and on teams Deep understanding of financial statement modeling Special Knowledge (if applicable): BS or higher in Accounting, Finance, or Economics Location: Pune, India Pune, India

Job Objective: To grow the business by achieving LAS, via new customer acquisition, cross sell, up sell and repeat sales. Role & Responsibilities: To achieve monthly LAS sales targets through Inbound Leads Conversion and self-sourcing. To generate and convert leads generated through referrals. To increase market share and source new clients via Outbound calls and meetings. To maintain all Sales MIS diligently and timely. To plan and execute all sales and marketing activities to develop LAS business. To build strong relationships with all existing clients by providing prompt service. To effectively introduce all products and services of the company to all clients and prospects and identify and convert cross sell opportunities. Desired Skills and Experience: Min. 3 years sales experience in Capital Markets/Mutual Funds/Equity Investment broking and distribution companies. Good understanding of the Loans approval and disbursal process, including digital lending process. Expert knowledge about Loan Against Securities and familiar with other credit solutions like LAP. Educational Qualification and Experience Requirement: Graduate or Postgraduate in Sales & Marketing / BFSI / Investment Management / Others.

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 Real Estate Fund Accounting team plays a critical role in the financial management and reporting of real estate investment funds. This specialized team ensures the accurate recording, analysis, and reporting of financial transactions related to real estate assets, including commercial, residential, and mixed-use properties. Your Role The Fund Accountant will collaborate with various stakeholders, including asset managers, investors, and auditors, to provide comprehensive financial insights and support strategic decision-making. Should have at least 1+ years experience in accounting, finance, audit, real estate accounting, asset management or fund accounting. The Experience You Bring Knowledge in passing journal entries in various scenarios. Understanding of operational activities pertaining to fund accounting. Ability to perform within agreed SLAs and approved procedures. Ability to follow SOP and perform trained activities with minimum guidance. Ability to follow up with PMCs to procure financial reporting packages. Review distribution memos and conduct distribution analysis. Technical tools knowledge - Yardi/Investran. Academic requirements Graduation in commerce, MBA in Finance is preferred Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you? As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best as people and businesses - by working together and always striving to get better without fearing failure. We re not looking for a culture fit . We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn t about finding the person who fits in; we want people who stand out. Who is intelliflo ? Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience. We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets. intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry. Job Description Your Team Intelliflo a subsidiary of Invesco. is a leading independent investment management firm seeking a globally minded individuals to become a part of the Digital Wealth team Your Role Advance Software Eng. You Will Be Responsible For: Work with various stakeholders and product team and design, develop and implement the software The Experience You Bring: 3 to 5 years of relevant experience Experience in ASP.NET, C#, HTML5, CSS3, JavaScript and SQL Server, AWS and Microservices Experience working in SQL-backed environments. In depth knowledge of client-side JavaScript frameworks like React and Redux In depth knowledge of REST services (WCF, Web API, Microservices) Solid work experience in building SaaS based products. Experience and clear understanding of how to plan and execute within iterations and sprints. Experience working in an Agile/Scrum development process. Innovative, challenging programming work in the Microsoft stack, with SQL Server as a back end Experience building for the web using React, C#, Bootstrap, Vue, AJAX, CSS, jQuery, REST and the latest technologies. Ability to work independently with the knowledge and capability to come in and make an immediate impact Experience working in a sprint-driven development process. Technology we use: Web Apps built with .NET, using both React, WebForms , MVC APIs built on .NET (C# / REST services) SQL Server Cloud : AWS UI: in depth knowledge on client side Javascript framework like React Experience on DevOps tools Academic requirements A bachelor s degree in management information systems or computer science is preferred or commensurate relevant work experience. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model intelliflo s workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply. Please consult with your Talent Acquisition contact during the interviewing process. What s in it for you? intelliflo offers industry-leading Total Rewards that help you thrive in and out of the office, including competitive pay, retirement savings plans, generous health and wellness benefits, and much more . Our commitment to diversity, equality, and inclusion Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today s evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. Individuals seeking employment at intelliflo are considered without regards to race, religion, color, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, military or veteran status; or any other characteristic protected by applicable laws . The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Role : Sr Manager/AVP-Fund Accounting Working hours: 3 pm 12 am / 1pm 10 pm (should be ready for both) Location : Pune / Mumbai / Bangalore Qualification : CA Experience : AVP 18+ years post CA Senior Manager-15+yrs post CA ******************************************************************************************* *IMMEDIATE JOINERS ALERT!* We're looking for candidates who can *join immediately*. If you're available, please *send your CV via WhatsApp only* to: *9152808909* Please note: *No calls* will be entertained. ******************************************************************************************* Fund Accounting: Deliver high-quality fund accounting services by preparing and reviewing Financial Statements, NAVs, tax provisions, and accounting packages. Prepare and review Capital Account Statements, capital call, distribution notices, waterfall, and equalization calculations. Ensure compliance with financial regulations and liaise with auditors annually. Support new products, client, or Group initiatives in an efficient, controlled, and scalable manner. Manage proactive Fund accounting relationship with clients, ensuring Service Level Agreement standards are met and exceeded. Review monthly KPI and SLA reporting to ensure client service expectations are fulfilled and collate SLA data from other teams. Review control statistics and performance levels to manage risk proactively in line with company risk-based approach. Maintain positive working relationships with key onshore operational groups, Investor Relations, IT, and outsourced Centre of Excellence. Reinforce internal and external customer quality service focus among the team, ensuring service delivery is controlled, scalable, and efficient. Continually review processes to enhance efficiency, reduce costs, and improve controls with a view to advance automation. Ensure high training standards and competence of team members, with strong career development focus for succession planning.

Position Overview This is a newly created critical role within Cigna Investment Management s Technology team and requires a highly skilled, organized and detail-oriented communicator and facilitator. You will play a central role in the team s success by ensuring the smooth delivery and operation of critical investment management systems. In this role, you will be both a member of the CIM IT Agile team and an independent contributor, acting in a wide variety of capacities to support team and business stakeholders. Responsibilities Collaborate with engineers and business to create JIRA Stories to feed the Agile process. Attach key documents and scribe all important details. Ask questions to elicit the information that you need. Share ideas and participate with the team to continuously improve the Agile process. Host and facilitate meetings with team and business stakeholders to translate their needs into technical requirements for development and support. Provide demos and support to business partners when requested. Craft and publish release notes to the business community. Craft and publish notifications to the business community to inform of CIM IT issues. Learn the CIM Business groups and their members and what they generally do to best support their inquiries and application use. Gain access and immerse yourself in the close to 40 CIM web and windows applications. Aspire to become subject matter expert over time to enable assisting business with questions and to understand their concerns. We have a vast array of team recordings to focus learning on what you need when you need it, over time. Support our CIM QA Team to recommend and review test plans for new system features for the stories that you support. Document system processes, procedures, and knowledge for future reference and training purposes. We are currently building out a Confluence site to describe all CIM applications with architecture diagrams, access information, helpful tips for use etc. You will help to build this out. Port information from legacy documentation sources to the new Confluence site. Collaborate with other technology teams across Cigna to ensure seamless integration and operation of systems. Engage Architects and Developers as required to resolve time critical issues with existing systems (Production Support) including abends, data issues, scheduling, and other issues that may arise. Qualifications Required Skills: Detail Orientation. Must be able to capture, track and follow up on details in a timely and efficient manner. Outstanding English verbal proficiency and articulation. Outstanding English written proficiency and articulation. Two writing samples will be collected. Multi-tasking and speed. All CIM IT members are expected to keep abreast of issues being fielded by the team and no two days will be the same. Versatility is key. Continuous learning and curiosity. Flexibility. Positivity. Patience. Required Experience & Education: College degree (Bachelor) in related technical/business areas or equivalent work experience (3 to 5 years). Experience in Jira or similar Agile tool. Experience with Microsoft Office tools (Excel, Word, PowerPoint). Desired Experience: Exposure to investment management related data models, business processes, and software solutions. Exposure to technical coding. Exposure to Confluence. Location & Hours of Work Hyderabad Afternoon shift approved by Ram Donakanti About Evernorth Health Services Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes & subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same Qualifications Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

Responsibilities: * Monitor market trends & risks * Collaborate with wealth managers on client portfolios * Analyze investments, create plans & recommendations * Manage AIFs, oversee portfolio performance

Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 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 To support the Global Investment Compliance Team in review, analyse and advise on investment guidelines for FILs institutional and retail products To support the Global Investment Compliance Team in review, analyse and advise on investment guidelines for FILs institutional and retail products Investigate the cause of daily alerts/warnings and report compliance breaches across various stakeholders Identify, report and follow up on resolution for compliance breaches in-line with internal policy and regulatory requirements Onboarding of new clients for investment compliance by understanding the client requirements, interpreting the prospectus mandate and extracting compliance restrictions to ensure guidelines and restrictions are effectively coded into CRD Perform the review of regulatory and client guidelines to ensure accuracy and efficiency of existing rules coded 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 and alert monitoring 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 Perform manual activities which cannot be monitored into Compliance system i.e. CRD 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; 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.

Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly

As the third line of defense, Internal Audit s mission is to independently assess the firm s internal control structure, including the firm s governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management s control measures. In doing so, internal Audit: Communicates and reports on the effectiveness of the firm s governance, risk management and controls that mitigate current and evolving risk Raise awareness of control risk Assesses the firm s control culture and conduct risks; and Monitors management s implementation of control measures Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm s businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering. Who We Look For Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment. As a Business Auditor, you will be involved in audits of various operations processes that support the securities business of the firm to provide assurance on the controls related to trade booking, middle office operations, settlements, along with other general business controls such as balance substantiations, Sarbanes-Oxley 404 control assessments and other processes that support functions of global market divisions. Your Impact As part of the third line of defense, you will be involved in independently assessing the firm s overall control environment, communicating the results of the effectiveness of the firm s controls that mitigate current and emerging risks, to the firm s local and global management and monitoring the management s implementation of control measures. In doing so, you are supporting the provision of independent, objective and timely assurance around the firm s internal control structure, and supporting the Audit Committee, the Board of Directors and Risk Committee in fulfilling their oversight responsibilities. Responsibilities As an Associate, you will be responsible for execution of audit deliverables through effective time management, in accordance with the internal audit methodology of the department. You will assist the project manager in planning the scope of the audit, conduct walkthroughs and discussions with various teams to execute the audit scope and discuss results of the audit with the firms local and global management. You will play a vital role in execution of the audit scope, through succinct documentation and active engagement with various stakeholders focusing on analyzing the risks involved, assessing the design and operating effectiveness of the key controls implemented to mitigate the risk, in accordance with the internal audit methodology of the department. In addition, you will also monitor and follow up with management on the resolution of the open audit findings and maintain stakeholder relationship to monitor risk in their space. Job responsibilities also include assisting in the department s continuous monitoring effort to cover operations incidents, market and regulatory events, business and technology updates. You are strongly encouraged to participate in department-wide initiatives aimed at continually improving IAs processes and supporting infrastructure. Basic Qualifications Chartered Accountant /Certified Financial Analyst /Master in Business Administration specialized in Finance / Masters or equivalent University degrees in Accounting / Finance. At least 2 years of experience in risk based operations / process audits preferably focusing on financial services Experience in executing audit engagements, with good judgement of risks and controls Strong technical skills required for the role with attention to detail, strong analytical skills and ability to translate assimilated knowledge through effective documentation Experience in team work and adaptable to differential ways of working Strong written and verbal communication skills, interpersonal skills, as the job requires frequent interaction with cross functional teams and various hierarchy within management Highly motivated with the ability to multi-task and remain organized in a fast-paced environment Preferred Qualifications Experience with data analytics tools and techniques Relevant certification or industry accreditation Knowledge of Financial Products and Services Capable of efficiency improvement or automated solutions that assist audit work 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

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 - Lead, Mentor and Manage the Banking Team for Mumbai Location; - Responsible for driving Mutual Fund and PMS Sales through Bank, PCG, ND and Family Office across Mumbai Region; - Responsible for driving the team to meet their AUM and Sales Target. Building and maintaining healthy market share; - Work closely with Regional Heads, Zonal Heads, Product team and Country heads of the channel partners who drive Sales; - Meeting the Channel Partners, Sharing Fund and market updates for Mutual Fund and PMS, conducting huddles at Branches and at events. - Focusing on activities attributed to Sales; - Onboarding new distributors & activating existing non-active counters; - Ensuring Skill development within the team. Track, review and drive the sales, target vs achievement of the team with MIS. Ensure team achieves their yearly targets. Requirements The successful candidate for this role will need to possess the following skills and experience: S enior Resource with 8-10 years of experience of managing Banking channel at Regional / Zonal Level; Demonstrated track record of Managing team and driving the Banking Channel; Familiar with Mumbai Geography and Bank Branch Network; Valid NISM certification. Minimum Graduation or as required for the role, whichever is higher 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