4013 Investment Management Jobs - Page 26

The Minimum Qualifications Education: Bachelors or Master s degree in Finance, Computer Science, Information Systems or related field. Experience: • 7-9 years of experience as a Data Analyst or similar role supporting data analytics projects. • 5+ years of Mastery in SQL. • 5+ years of experience in financial services, insurance, or related industry. • Experience with data manipulation using Python. • Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing. • Investment Operations exposure - Critical Data Elements (CDE), data traps and other data recons. • Familiarity with data engineering conc...

About the Role Seeking a senior professional to head its Accounting & Taxation function in the Family Oice. This role requires deep expertise in FEMA, international taxation, and accounting with a family oice or Big 4. The incumbent will be responsible for ensuring financial integrity, compliance, and eective tax planning across domestic and international structures. Key Responsibilities • Lead the overall accounting, taxation, and compliance functions of the Family Oice. • Ensure strict compliance with FEMA, RBI regulations, and international tax frameworks. • Oversee tax planning, filings, audits, assessments, and dispute resolution. • Consolidate financials across entities and investments...

In this role as a Wealth Manager at PROFITMART SECURITIES PRIVATE LIMITED, you will be based in Pune, India, and will play a crucial role in providing financial planning, investment management, and handling of investments, finance, and insurance for clients on a daily basis. **Key Responsibilities:** - Conduct financial planning and investment management for clients - Manage investments, finance, and insurance matters efficiently - Utilize strong analytical and problem-solving skills to optimize client portfolios - Communicate effectively and build relationships with clients - Stay updated on insurance products and industry trends **Qualifications Required:** - Possess Financial Planning and...

As an experienced Technology Audit professional, you will join the Asset Wealth Management audit team in India. Your role as the Asset and Wealth Management (AWM) Technology Auditor manager involves assisting with ongoing risk assessment, control identification, audit execution, and continuous monitoring activities across the AWM technology organization. You will report to the Audit Director in India and can be based in either Mumbai or Bangalore, offering you the opportunity to enhance your technical and leadership skills in a dynamic, global environment. - Participate in global technology and integrated audit engagements, including risk assessments, audit planning, audit testing, control e...

Role Overview: As an Investment Specialist at Workassist in Lucknow, you will be responsible for analyzing investments, developing and executing investment strategies, and managing investment portfolios for clients. Your role will involve working on-site and leveraging your expertise in wealth management to provide tailored investment advice. Key Responsibilities: - Analyze various investment options to recommend suitable strategies for clients - Develop personalized investment plans based on clients" financial goals and risk tolerance - Manage investment portfolios by monitoring performance and making necessary adjustments - Communicate effectively with clients to explain investment strateg...

You are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team. As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. Job Responsibilities Provide integrated relationship intelligence across the client lifecycle to drive sales performance. Collaborate with Client Advisors, financial advisors, and global sales support teams to facilitate client processes. Coordinate with cross-functional teams to deliver holistic coverage throughout the sales cycle. Support all facets of sales, b...

The Tax Analyst is responsible for managing domestic and international tax compliance processes, ensuring adherence to relevant regulations. The role includes analyzing ficial data, preparing tax returns and providing tax advisory to minimize organizational tax liabilities. The individual will coordinate with external tax consultants and regulatory agencies while driving continuous improvements in tax processes. This role requires expertise in ficial analysis, tax regulations and compliance strategies. Responsibilities 1. Lead tax projects ensuring accurate implementation of tax processes. 2. Oversee the completion and filing of domestic and international tax returns. 3. Analyze ficial docum...

The individual will work with GC Office departments (which include Compliance, Legal and Internal Audit Operational Risk Management) and key stakeholders across the organization to drive initiatives focused on transforming our operations through process enhancements and technology adoption and creating measurable efficiencies. Responsibilities include: Collaborate closely with the GCO Ops team and division senior leaders to identify strategic opportunities to drive process enhancements and optimization to achieve measurable efficiencies Lead the planning and execution of transformation initiatives from ideation to completion with clear and practical steps to achieve project goals. This inclu...

Role Description As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities : Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintainin...

Role & responsibilities : Roles and Responsibilities As a Manager in Audit Service Delivery, you will be responsible for: Audit Delivery & Client Engagement Leading audit engagements through planning, execution, and completion stages, ensuring timely delivery and quality. Managing engagement teams and performing reviews for private client audits. Coordinating with global teams to resolve audit queries and maintain effective client communication. Identifying opportunities to standardize and optimize audit processes across engagements for improved efficiency. Allocating resources effectively and monitoring performance against audit standards. Supporting transition of new engagements and servic...

Were Hiring: Manager Fund Accounting Location: Hyderabad Position Type: Permanent Salary: Best in Industry Key Responsibilities Lead and mentor a team of Fund Accountants Review and sign off on NAV calculations, financial statements, and related reports Authorize payments, valuations, and reconciliations Oversee fund valuations, audits, tax filings, and regulatory compliance Develop and implement robust accounting policies and controls Liaise with fund managers, auditors, investors, custodians, and administrators Provide technical guidance on complex accounting matters Drive process improvements and automation initiatives Manage year-end audit processes, client onboarding, and intra-office m...

As a Business Analyst in the Investment domain with 10-14 years of experience, your primary responsibility will be to leverage your expertise in data analytics and technology projects to support asset management, investment management, insurance, or financial services. Your role will involve understanding and applying Investment Operations concepts such as Critical Data Elements (CDEs), data traps, and reconciliation workflows. Additionally, you will be expected to utilize your working knowledge of data engineering principles like ETL/ELT, data lakes, and data warehousing, along with proficiency in BI and analytics tools such as Power BI, Tableau, MicroStrategy, and SQL. Key Responsibilities...

As a Treasury Manager at our company, you will play a crucial role in managing various financial aspects. Your responsibilities 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. ...

The Senior Product Manager will be responsible for designing, developing, and overseeing activities related to the core Clearwater investment data management platform. Our market leading, cloud native, single instance multi-tenant architecture intakes data from 1200+ sources and creates a golden source of truth. Reporting to a senior product leader based in the U.S, this role will oversee defining the product requirements and planning its development to production and working closely with clients to make them successful. Additionally, the Product Manager is tasked with crafting the product roadmap necessary to achieve bookings, client NPS, and gross margin targets associated with their compo...

Job Description: As a Senior Investment Advisor/ Group Team Leader in Mutual Funds at Wishfin, you will play a crucial role in leading a team towards achieving mutual fund sales targets. Your responsibilities will include motivating, training, and leading the team to drive successful outcomes, increasing lead conversions, organizing investor programs for lead generation, managing client portfolios, providing regular advice, ensuring customer satisfaction, and preventing mis-selling or fraud. Your proactive approach in responding to internal communication and adherence to company policies will be essential. Key Responsibilities: - Achieve mutual fund sales targets by motivating, training, and...

Job us an Investment Specialist at Private Bank, where we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client so...

As an Investment Manager at Propkarmaa Pvt Ltd, you will play a crucial role in managing and overseeing investment activities while upholding the company's commitment to excellence, innovation, and integrity in the real estate sector. Your responsibilities will include developing and implementing investment strategies, analyzing financial markets, and ensuring that every investment decision is guided by honesty, fairness, and transparency. - Manage and oversee investment activities to optimize investment portfolios - Develop and implement effective investment strategies tailored to market trends - Monitor investments and conduct thorough financial research - Generate reports to analyze and i...

As an Investment Analyst at AMPIN Energy, you will play a crucial role in the investment team focusing on renewable energy projects. Your responsibilities will include: - Creating financial models for solar, wind, and hybrid projects in the C&I and utility sectors, as well as strategic investments. - Managing the investment life cycle of projects and developing investment frameworks to maximize returns. - Presenting investment opportunities to international institutional investors and leading them through the investment process. - Conducting financial due diligence and analysis on potential projects to recommend investment decisions. - Monitoring and reporting key performance indicators to i...

VP - Hedge Fund Accounting Bangalore/Pune- India Shift Timings- AUS/US The successful candidate will join the Fund Services team as a VP Fund Accounting and will be closely working with Client Service Managers based in Europe/Singapore/US/ Middle East regions in connection with the performance of duties related to the administration of Alternative Funds. Candidate should have around 14 plus years of relevant experience in the Administration of Hedge Funds and NAV calculations. Reporting The position reports to SVP Fund Services About Apex The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate emp...

Your role as a Chief Investment Officer (CIO) in Bengaluru involves developing and implementing investment strategies, managing the investment portfolio, and making key financial decisions. You will analyze financial markets, identify investment opportunities, and oversee the investment team. Ensuring compliance with financial regulations and maintaining relationships with investors and stakeholders will be part of your responsibilities. Key Responsibilities: - Develop and implement investment strategies - Manage the investment portfolio - Make key financial decisions - Analyze financial markets - Identify investment opportunities - Oversee the investment team - Ensure compliance with financ...

Job Title : Investment Planning & Strategy - Analyst About the role: The Strategic delivery Analyst is responsible for supporting the development of the integrated strategy in M&C Europe, as well as working in the implementation of strategic projects in the region. The role works within the Strategic delivery team, providing support to capital allocation, network planning, VCP monitoring and strategic project analysis. Shift Timing: 11:00 am to 8:00pm IST Key Responsibilities: Monitors the progress of existing investment programs and growth projects and manages the accuracy of the investment pipeline Shape and manage the Capex and Revex investment portfolio, advising on reallocations, altern...

Working closely with either the project manager or the senior project manager (or both), you ll play a pivotal role in driving project success. You ll take ownership of small projects, and provide a boost to the major ones. Being one of the leaders at the helm, you ll explore ways to bring out the best in your team by striving to ensure optimal outcomes for all stakeholders. Likewise, you ll 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 you ll be expected to create projec...

Working closely with either the project manager or the senior project manager (or both), you ll play a pivotal role in driving project success. You ll take ownership of small projects, and provide a boost to the major ones. Being one of the leaders at the helm, you ll explore ways to bring out the best in your team by striving to ensure optimal outcomes for all stakeholders. Likewise, you ll 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 you ll be expected to create projec...

Maintaining a seamless and orderly site operations will be your main agenda every day. In this role, you ll take on various site-related tasks, such as solving site design problems, managing construction works and keeping timesheets and records for reporting purposes. Aside from these, you ll also see to it that the projects comply with corresponding occupational health and safety legislations, standards and codes of practice. Likewise, you ll prepare and manage the implementation of the Project Management Project Safety Plan. Are you comfortable facing people on a daily basisPart of your job is to assemble and lead a team of experts and bring out the best in each member. You ll constantly c...

Serve as a resource to educate and provide information to the advisors on the Managed Solutions. Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger) Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction. Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business Oversee quality control checks to ensure data integrity and accuracy for content created by the team Assist in dev...