1566 Investment Management Jobs - Page 28

Job Title: Sr. Software Engineer Job Code: 10317 Country: IN City: Mumbai Skill Category: IT\Technology Description: Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com Build, enhance and maintain .Net applications deployed on Windows servers Should have prior experience with IIS Setup, application configuration and working knowledge of deployment tools like Jenkins and Ansible is must Adhere to the design as proctored by Engineering Managers or Primary Engineering Leads Will be involved in the entire lifecycle of application development, testing and support. Will be responsible for the task including server setup, configuration and handle application build and deployment processes. Liaise with end users (business and other application groups) to meet the set deliverables. Will be supervised by a team lead/project head for deliverables assigned. Qualification, Experience & Skills: Must Have Must have extensive development experience in .Net with MVC Must have prior knowledge of windows server and IIS administration enough to configure and deploy applications and services. Handson knowledge of C#, .NET Core, Web API and Multithreading. Good knowledge of relational database (MS SQL), DB Design & SQL. Working knowledge to DevOps toolchain (Nexus, Jenkins CI/CD, Ansible, Docker, K8) Good communication skills and must be able to interact at all levels on a wide range of issues. Must adapt to dynamic business requirements that alter project flows. Flexible for changes and ability to multitasks Hard working and selfmotivated person Must be able to work with minimum supervision with ability to plan and coordinate to complete tasks on schedule and escalate to superiors on issues and risks as and when seen. Nice to Have Investment Banking domain knowledge. Proactive and willing to learn Knowledge of Autosys

Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and we ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Key duties and responsibilities Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If any breaks are due to an erroneous or missing transaction in accounting system, then make necessary adjustments. Researching, following up and clearing outstanding items within deadlines Submitting information for adjusting entries via email to the processing departments Identifying missing and / or inaccurate information in vendor database Review and clearing daily / Monthly cash and positions and provide sign off to client. Ensuring that a company s financial balances match with the figures in its account ledgers Examining the company s accounting records, reviewing them with banking documentation, and reporting any discrepancies in the reports Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Independently price the Investment positions on a daily & monthly basis. Responsible for accruing/amortizing daily or monthly non-security related Fee accruals Review the PNL before delivering the report to client. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Reconciliation/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Client Service Managers and Clients. Ensure to get cross trained within process and transfer the Knowledge between the team. Skills Required Experience working with an investment management or finance-related firm. Good knowledge of the investment industry with 5+ Years in Hedge/Mutual Fund administration or related industry experience. Familiarity with Calypso/Paxus/ Enfusion will be an added advantage. An ability to think critically and objectively. Experience in Hedge Fund accounting, booking accruals, tying back P&L, Balance sheet will be an added advantage Experience with reconciliation and break resolution and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem-solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills. Work additional hours as needed. Qualification and Experience: Graduate / Postgraduate in Commerce, MBA Finance, CA/CMA/CFA Minimum 2 years of Hedge/Mutual Fund reconciliation and break resolution experience.

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. Describe the role: The candidate will report to a Private Client Admin Team Manager and provide support to the AB Private Client Sales force. The Private Client Administration team acts as Operational generalists and as a liaison between Sales, Portfolio Management and Operations. The PCA plays a key role in nearly all aspects of the Alliance Bernstein Private Client Business and will be responsible for servicing a designated client base. The candidate will play an integral role in the day-to-day servicing of Private Client accounts. The key job responsibilities include, but are not limited to: Achieve the KPIs (TAT and Accuracy) targets in all the activities carried out. Review and segregate all the IRA cash flows (checks and ACH/Wire) which is very important in the customer tax filing. Handle customer queries related to their delivery options of monthly statement and trade confirmations. Review and make corrections in all systems to ensure that the customer receives the statements as per their opted choice. Create an Expense Report in Extensity to ensure that all the travel and entertainment expenses which employee incurred are reimbursed as defined in the T&E guidelines and submitting the report for Manager review. Assist in the quality control of account attributes and data for various tax reports provided to clients and to the IRS. Assist in review of communications with end client to validate outgoing cash movement to 3rd party recipients. Update and maintain the different account attributes as per the request (Payouts, Cash/Margin etc.). What makes this role unique or interesting (if applicable)? This role will expose the candidate to many different areas within Private Client Operations at Alliance Bernstein and provide the individual with an opportunity to learn and grow with the department. What is the professional development value of this role, i.e., what learning and professional growth does the role offer the candidate? Due to the multi-faceted nature of the role and the diverse group that the PCA will liaise with daily, there are strong opportunities to develop skills across a broad spectrum of Operation functions such as TA and Asset Manager (i.e., asset transfer), Portfolio Management Support and Administration to different requirements, among others. Job Qualifications (The ideal candidate should have the following): The candidate must be responsible, highly organized, detail oriented and efficient. Strong interpersonal skills and clear communication skills, both written and oral, are a must. The candidate should also have strong problem solving and analytical skills and the ability to work in a fast-paced, dead-line oriented environment. A strong ability to multi-task, prioritize and manage various projects or tasks at once is also required. The ideal candidate should also be able to independently research and resolve issues. Qualifications, Experience, Education: Bachelor s or Master s degree, preferably in Accounting, Business or Finance. Zero to 2 years of experience in the financial services industry. Skills: The candidate should have a working knowledge of the Microsoft Office suite of products (particularly Excel, Word, and Power Point). Pune, India

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Job Description Summary Provides day-to-day client service and reporting support of existing clients. Understands institutional client needs and acts as liaison between the client and the business. Provides on-going client services and timely response to inquiries. Prepares content and completes production of client reporting packages. Your Role To maintain the highest standards of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing client queries promptly and effectively within the stipulated time frame . Proficient in working with minimal supervision while handling process queries. Provides training and support to new team members. Assists the Lead in implementing development plans for new team members Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of. Work Experience / Knowledge: 2-3 years of experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred. Skills / Other Personal Attributes Required: Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require. Academic requirements MBA Or any professional qualification with finance as the major Why Invesco What s in it for you Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Job Description Summary Provides day-to-day client service and reporting support of existing clients. Understands institutional client needs and acts as liaison between the client and the business. Provides on-going client services and timely response to inquiries. Prepares content and completes production of client reporting packages. Your Role To maintain the highest standards of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing client queries promptly and effectively within the stipulated time frame . Proficient in working with minimal supervision while handling process queries. Provides training and support to new team members. Assists the Lead in implementing development plans for new team members Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of. Work Experience / Knowledge: 2-3 years of experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred. Skills / Other Personal Attributes Required: Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require. Academic requirements MBA Or any professional qualification with finance as the major Why Invesco What s in it for you Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

Are you willing to work on a challengeDo you have a passion for Technology Work as a Jasper Report developer for UBS Global Wealth Management - US Technology organization. Technologist with strong analytical and technical ability in Jasper Report Developer Role. Candidate should be able to work independently, must have good communication skills, and should have experience in working and supporting large complex application, infrastructure and environment. As the worlds largest wealth manager, UBS Global Wealth Management (WMA) provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Must have: hands on experience in designing pixel perfect, paginated reports using jasper reports with jaspersoft studio / ireport tool experience on building complex sub reports, tables, customized charts, dynamic adjustment of report layout, conditional styling of text fields experience on calling java functions in report, building custom variables, tables. experience on tools like - jenkins, maven , git, jira (or equivalent of these) Good to have: experience in building ad hoc reports, cross tabs, scriptlets, dynamic dashboards, visualize.js using jasper reports, performance optimizations experience in consuming restful services as report data-source using spring /spring boot framework is an add on banking domain expertise is a plus as well certifications in tibco jaspersoft are highly desirable

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 Preparation and submission of N-CSR, N PORT and N-CEN filings for Invesco s US Investment Products Work as part of a team, ensuring SLAs (Service Level Agreement)/all relevant regulatory requirements are met and maintained, and escalating issues to Team Leader/Assistant Manager. Provide cover for other team members in their absence and assists other areas, as required. Contribute to overall team progress via team meetings / ideas / initiatives / training and development. Escalate breaches to relevant parties in a timely manner. Check other team members output to ensure accuracy, in a timely manner in line with regulatory deadlines/internal service standards. Ability to document the procedures, develop training plans and other business process relevant documentation. To deal with ad hoc activities and maintaining information systems To update and maintain control checks while preparing and reviewing the process. To liaise with internal and external auditors and assist with the yearend/interim audit process via a monitored timetable and audit requirement list if required. Should have excellent Time management skills. Should be able to provide training to the new joinees. WORK EXPERIENCE/KNOWLEDGE: 5-7years of experience in financial services (investment management / banking / insurance) , is required MS Office skills. Preferred technical knowledge on Bloomberg, CADIS, FundSuite, ArcReporting Applications. Preferred knowledge of Fund Accounting and Fund Financial Reporting Procedures Knowledge of various security types and instruments used in the industry Knowledge of Mutual Funds industry and various types of Mutual funds. FORMAL EDUCATION: Post Graduation in Commerce/Post Graduation in Business Administration. SKILLS/COMPETENCIES/ATTRIBUTES: Team player Knowledge of Investment Management industry, data and processes Understanding of trade and client lifecycle is desirable Strong Accounting skills Must be able to analyse and interpret the data/numbers. Strong communication skills (verbal/written) Proven ability to work under pressure and meet strict deadlines Excellent interpersonal skills Flexible team player and ability to multi task and flexible to work additional hours, when needed. Proven ability to work accurately Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Job Description Summary Provides day-to-day client service and reporting support of existing clients. Understands institutional client needs and acts as liaison between the client and the business. Provides on-going client services and timely response to inquiries. Prepares content and completes production of client reporting packages. Your Role To maintain the highest standards of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing client queries promptly and effectively within the stipulated time frame . Proficient in working with minimal supervision while handling process queries. Provides training and support to new team members. Assists the Lead in implementing development plans for new team members Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of. Work Experience / Knowledge: 2-3 years of experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred. Skills / Other Personal Attributes Required: Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require. Academic requirements MBA Or any professional qualification with finance as the major 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 /

Data Scientist, Quantitative Investment Firm (Gurgaon, India) Amethyst Partners Data Scientist, Quantitative Investment Firm (Gurgaon, India) Our client, an established Investment Management Firm, is looking for a Data Scientist to join their fast-growing team in India. This position is based in Gurgaon, India. Key Responsibilities: Explore and learn about a wide range of data sets that are used to develop signals for systematic quantitative strategies Develop a framework to automatically download and monitor hundreds of data sources that are vital to our trading and research Create data visualizations to gain insight on large data sets, such as order-by-order tick data, present findings and results Research and implement machine learning techniques to identify patterns in large data sets and create new derived variables Key Requirements A degree in a technical discipline (computer science, mathematics, statistics, physics, etc.) Experience with statistical analysis and managing of large data sets Knowledge of Linux, Bash, Python, and SQL Database Quick learner, with the ability to work independently and take projects to completion

MAIN RESPONSIBILITIES The compliance analyst will be responsible for: Working with the Senior Compliance Manager to facilitate onboarding and training of new team members locally for respective Center of Expertise (CoEs). Working with the Assessment and Testing team to identify and develop testing protocols for all aspects of the Global Compliance program. Working with the Assessment and Testing team, to support each region and the Global Compliance program to continuously evaluate the reasonableness and effectiveness of the advisers policies and procedures. Assist with the development, implementation, and execution of different forms of compliance testing including periodic, annual and forensic. Analyze documents and escalate report findings to the head of Assessment and Testing. Participate in discussions with corresponding control and process owners. Interact with internal and external auditors, the risk team and other control functions as applicable. Assist with coordination of documents and responses for the company s annual SOC 1 exam and all other relevant exams. Assist with the preparation and development of effective management reporting. QUALIFICATIONS Be detail oriented with an emphasis on organization, formatting and time management. Have strong inter-personal and communication skills, including verbal, technical writing and editing. Exhibit problem-solving skills and be able to analyze data. Have a strong work ethic, high standards, being able to take accountability and responsibility. Be a team player and have an interest in building connections across the global firm. Exhibit strong listening and probing skills. Have personal integrity and be client service oriented. Be enthusiastic, adaptable, forward thinking, self-motivated and energetic. Be able to work independently and in collaboration with team members. Global industry exposure a plus. Familiarity with the Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA, MIFID or other adviser related regulatory regimes. Good critical-thinking, research and social media tools familiarity is critical, as well as a sense of curiosity. Audit or securities operations experience. Experience reviewing investment management agreements, prospectuses, etc. Technical Qualifications: Bachelor s degree, preferably in business, finance or economics. Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint. Experience in Bloomberg AIM or other Order Management Systems.

About Us Stronghold Investment Management ( Stronghold, SIM, or the Firm ) is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making. Stronghold was founded by Ryan Turner in 2016 and has deployed over $1.6 billion in capital across 10+ investment vehicles. Ultimately, Stronghold intends to apply its technology-intensive investment approach to a variety of specialist real assets verticals, including: Oil & Gas Renewables Specialty Real Estate (commercial, datacenters, marinas) Telecommunications and Technology Infrastructure Billboards and Fixtures Mining & other commodities Utilities Secondaries As we continue to expand our horizons, Stronghold is on the lookout for a skilled GIS Analyst to join our team. This role calls for someone who can seamlessly provide top-tier geospatial analysis and mapping solutions to a multi-faceted team in a dynamic setting. The ideal candidate will not only be proficient with the ArcGIS suite but should also be ready to thrive and deliver outstanding results in an entrepreneurial environment. Responsibilities: Robust Mapping Support : Deliver comprehensive mapping support to Land, Engineering, and Geological teams, ensuring high-quality, accurate maps across various U.S. basins. Digitization and Data Editing: Perform digitization and editing of spatial data according to client requirements, ensuring data accuracy and relevance. Georeferencing: Utilize land records to perform precise georeferencing, aligning spatial data accurately within the designated coordinate system. GIS Database Management : Develop and maintain the GIS database, adhering to standard operating procedures to ensure data integrity, accessibility, and security. Data Integration: Collect and integrate data from diverse sources, providing critical insights to support GIS operations and decision-making processes. Data Entry: Execute efficient data entry from various sources to support GIS operations, maintaining data accuracy and consistency. Qualifications: A Bachelors degree in disciplines such as Geography, GIS. Three to Five years of experience as GIS Analyst. Proficiency with the ArcGIS suite and Product. Open to work from office in shifts. Knowledge of property legal terminology, including Deed plot and the Public Land Survey System (PLSS), will be beneficial. Previous experience working with Land teams in the upstream Oil and Gas sector is preferred. Why join Stronghold s Bangalore Team At Stronghold, youre not just another employee; you are a part of our global family. We believe in nurturing talent, fostering innovation, and celebrating successes together. With our state-of-the-art technology and a team of industry experts, we offer a platform for growth, development, and unparalleled learning. Benefits: Salary: Competitive and aligned with local standards. Performance Bonus: According to company policy. Benefits: Includes medical insurance and group term life insurance. Continuous learning and development.10 recognized public holidays. Parental Leave Stronghold Investment Management is an equal opportunity employer. We believe in creating a diverse and inclusive workforce, where individuals of all backgrounds, experiences, and perspectives can thrive. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by applicable laws. We encourage applicants from underrepresented groups to apply and embrace the unique contributions they can bring to our organization.

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. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we re looking for unique voices to help lead us forward. If you re ready to challenge your limits and build your future, join us. Job Description Summary We are seeking a Pune, India based Regulatory Reporting Analyst to join our Accounting Team in Global Fund Administration Team/Group Description The Global Fund Administration department is responsible for the oversight of approximately 600 pooled vehicles domiciled in the US, Luxembourg, Cayman Islands, as well as other global locations across the world. We oversee the day to day Net Asset Value calculation as well as the regulatory and client reporting requirements as required on a product by product basis. The candidate should have a proficient knowledge of mutual fund accounting. The job requires knowledge of tax issues, SEC regulations, financial reporting and the use of spreadsheets. It also requires excellent analytical skills, communication skills, organizational skills, and problem-solving skills. The knowledge and skills required are acquired through the completion of a college education as well as experience in the mutual fund industry. The candidate should demonstrate proficiency in standard desktop applications (excel, word, outlook, etc). Role Description The Regulatory Reporting Analyst will be responsible for reviewing and approving Form N-PORT on a monthly basis (N-PORT is a portfolio reporting form requiring registered funds to provide portfolio wide and position level holdings ), reportable to the SEC. The analyst will also be responsible for compiling answers from various internal and external sources, reviewing and approving Form N-CEN (census type information needed annually on all registered investment companies). The role could expand to include the review and approval of other regulatory filings. The role requires excellent analytical skills, communication skills, organizational skills, and problem-solving skills. The knowledge and skills required are acquired through the completion of a college education as well as experience in the mutual fund industry. The candidate should demonstrate proficiency in standard desktop applications (excel, word, outlook, etc). Applications and business or enterprise functions the role supports This role supports the firm s pooled vehicles and GFA overseas all pooled products for the firm. The GFA team supports our global customers information needs by supplying timely and accurate data that support various critical functions. The analyst will work directly with both internal and external business partners. The application used allows the ability to view all data in a central location in order to review and approve the form being filed with the regulatory agencies. Key job responsibilities include, but are not limited to Specific responsibilities may include but not be limited to: Downloading the filings from our vendors portal Downloading all support from the vendors web portal and other sources Refreshing missing data for new funds, name changes, liquidations, etc. Preparing review templates Performing consistency, data integrity and completeness checks of the reports Liaise with our vendors and various internal teams in preparation of the regulatory reports What makes this role unique or interesting (if applicable) The vast line of products we have within GFA, should provide you with great exposure and experience you normally will not see within a fund complex. The role requires analytical thinking in support of the reporting process. Professional development value of this role (i.e., what learning and professional growth does the role offer the candidate) The oversight nature of this role allows a candidate to take their accounting knowledge to become more analytical in the analyst role. We have a vast array of product types for candidates to learn over time and we are a department that prefers to promote from within when the opportunity arises. Job Qualifications (The ideal candidate should have the following) Qualifications, Experience, Education The ideal candidate should have a minimum of 2 - 4+ years of experience in the mutual fund or finance industry as well as a 4 year degree in a business field (preferably accounting or finance related). Skills The candidate should have a proficient knowledge of mutual fund accounting. The job requires knowledge of SEC regulations, financial reporting as well as the use of spreadsheets. It also requires excellent analytical skills, communication skills, organizational skills, and problem-solving skills. The knowledge and skills required are acquired through the completion of a college education as well as experience in the mutual fund industry. Special Knowledge (if applicable) The candidate should demonstrate proficiency in standard desktop applications (excel, word, outlook, etc). Knowledge of various reporting requirements (RIC, Lux, Partnership, etc), financial reporting experiences and any alternative product knowledge is a plus. Candidates with process management/improvement experience is preferred. Pune, India

Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Rajkot , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE You ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Job Title: Associate Finance Experience Required: 3 to 5 Years Location: Hyderabad Department: Finance Reporting To: Senior Manager/Director Finance Qualifications & Skills: Bachelors/Masters degree in Finance, Accounting, Commerce, or a related field. 23 years of hands-on experience in a treasury or finance function within a corporate environment. Proficient in handling investment documentation and dealing with banks (domestic and international). Strong command of MS Excel. Excellent analytical, organizational, and communication skills. Key Responsibilities: Banking Coordination: Serve as the primary liaison for all domestic and international banking partners, supporting operational queries, documentation, and fund movements. Investment Documentation & Management: Prepare, review, and manage documentation for all treasury investments including mutual funds, fixed deposits, and other instruments, ensuring compliance with internal and regulatory standards. Weekly Cash & Investment Reporting: Prepare a weekly consolidated cash report summarizing all available cash and investment balances across domestic and international bank accounts. Report weekly cash movements , detailing inflows (receipts) and outflows (payments), categorized appropriately for management visibility. Tracker Maintenance: Maintain and update mutual fund trackers , capturing NAVs, subscriptions/redemptions, and returns. Maintain fixed deposit trackers , including interest accruals, maturity schedules, and renewals. Track global account balances and investment positions across geographies. Support Global Treasury Operations: Assist with FX conversions, intercompany funding, and cross-border cash positioning. Reconciliation & Reporting: Support the preparation of treasury-related reconciliations, variance analysis, and internal reporting for audits and reviews. Process Efficiency: Contribute to continuous improvements in treasury processes, including automation of trackers, report standardization, and documentation efficiency.

Supervisor will ensure that daily cleaning of the following takes place: General All floor areas: Spot clean all marks, stains and spills Vinyl or Tiles: scrub or spray to remove scuff marks when necessary Clean and polish entrance doors and hardware - remove finger and/or scuff marks Clear all dustbins under each workstation Checks for the correct placement of all keyboards and chairs across each floor when not occupied Assist in material movement with additional cost/additional deployment with 48hrs notice.( additional Cost) Foyer/ Reception Area Floors (all stone, slate and ceramic floors to be washed with a neutral detergent) Reception desk and surfaces to be wiped / dusted thoroughly Wipe clean and polish walls in foyer and to glass entrance doors and mirror windows to be spot cleaned for any finger marks, stains or other marks Flower boxes (if any) to be cleared of rubbish Special attention to be given to entrance and areas (as required) Vacuum front doormats (if applicable), and sweep footpath outside the premises Sweep all external walkways and landings Clean all stair landings, stairways and floor window sills if applicable Clean all door mats Tea Room/ Pantry/ Cafeteria Sweep and mop clean all floors using disinfectant Clean, all sinks and metal fittings Wipe down fridge / other white goods (if applicable) All vending machines to be kept clean and operational. Replenish all consumables at the pantry area. Dustbins to be cleared as per the SOW. Water Bottles & bulk water dispensers are replenished and kept clean No odours to emanate from the Pantry Housekeeping of common areas of Cafeteria & kitchen area with additional cost Office and Production Floors Empty all waste bins as per the SOW. Wipe, replace bin liners as required Vacuum carpet areas Clean tables, cabinet tops and conference and meeting room furniture and equipment Clean doors and partitions Clean writing boards in conference and meeting rooms Clear any debris from plants (i.e. leaves fallen from the plant) Recycling wherever feasible Carry out deep cleaning every weekend Meeting and Conference Rooms Empty all waste bins as per the SOW. Water Bottles are replenished and kept clean Vacuum carpet areas Clean tables, cabinet tops and conference and meeting room furniture and equipment Clean doors and partitions Clean writing boards in conference and meeting rooms Clear any debris from plants (i.e. leaves fallen from the plant) Carry out deep cleaning every weekend Training Rooms Empty all waste bins as per the SOW. Wipe, replace bin liners as required Vacuum carpet areas Clean tables, cabinet tops, conference and meeting room furniture and equipment Clean doors and partitions Clean writing boards. Clear any debris from plants (i.e. leaves fallen from the plant) Carry out deep cleaning every weekend Cafeteria Cafeteria must be staffed at all times whilst in operation Vendor to provide trained food service personal to manage caf operations All floors to be periodically swept and moped as required using an environmentally friendly detergent and disinfectant. Clean and wipe down all tables, chairs and serving benches using an environmentally friendly detergent and disinfectant. Thoroughly clean hand wash areas Ensure vendors Clean POT Wash area (utensils/ trays/ baine maries cleaning areas) Replenish Water Bottles as required and keep clean Keep clean all beverage vending machines Ensure that the cafeteria infrastructure is kept clean Server Rooms/ Data Labs (Cleaning has to be done in the presence of an IT personnel only Vacuum cleaning weekly power source should be from raw building power, NOT UPS power, NO EXECPTIONS. Full cleaning of all floors/ walls and doors as per the SOW, window panels as per the SOW AC Ducts/ lighting to be cleaned under supervision Remove any rubbish as per the SOW. Must be accompanied by authorised personnel from M&E Other M&E Areas Vacuum cleaning weekly power source should be from raw building power, NOT UPS power, NO EXECPTIONS. Full clean of all floors/ walls and doors daily Remove any rubbish as per the SOW. Must be accompanied by authorised personnel from M&E Terrace and all machinery on terrace i.e. chillers, lift machine room, motors etc. External and Common areas (Specific to Accenture Systems) Maintenance and upkeep of the following areas; Visitors parking Common area rest rooms (Specific to Accenture Tenancy) Road maintenance Path way maintenance Terrace Area Weekly cleaning of the following; Wipe all internal doors, workstation partition metalwork/plastic and wall surfaces (other than bare masonry) with disinfectant Clean all desk, bench top or table surfaces with disinfectant Wipe out wastepaper bins or replace liners Vacuum clean all corners, edges and under furniture Full clean of front door mats Vertical blinds and drapes A/C Vents/ Lighting, and window panels Monthly cleaning of the following; Thoroughly clean all windows. Both sides of Reception area glass and entrance doors, including all aluminium frames and door handles Dust all interior walls, ledges, furniture and equipment Vacuum upholstered furniture Workstations to be cleaned Deep clean conference/ meeting/ training rooms and offices Clean the following as and when required to ensure constant upkeep and cleanliness. Clean internal windows, sills and blinds Carpet Shampoo: using the services of the Accenture appointed specialized vendor for the same Apply approved polish hard floors - Maintenance of all fine wood finishes that may include, but shall not be limited to the following: executive furniture, conference room furniture, common area furniture, walls, baseboards, doors, and mouldings.

Job Requirements Setting up Funding Limits and Utilization along with Documentation. Manage Investment Accounting in line with Company Policy Manage Forex Risk accounting including deal confirmations Support Group Treasury Carat Lane, International Business Division, TEAL & TCTL as and when required Drive Automation and Innovation in Treasury Ensure Treasury Compliance – Internal & Regulatory Audit – Internal and Statutory Build relationship with Internal & external stakeholders Manage relationship with Banks, Mutual Funds, and Credit Rating Agencies & Auditors on need basis. Work Experience CA with 2 - 4 years of working experience in Treasury Good Communication & Interpersonal Skills Energetic, proactive, high degree of ownership. Perseverance, Quick Learner Team player, Ability to work with multiple stakeholders Treasury Experience Market Updates – Global / Local Good excel knowledge Working knowledge of SAP / Oracle will be good

Role & responsibilities Please find the JD Requirement 1 : SAP Fico Consultant with Investment Management As an SAP FICO Consultant you are responsible for implementing, configuring, and optimizing the Finance (FI) and Controlling (CO) modules in SAP. You ensure seamless financial operations, including general ledger accounting, asset management, cost center accounting, profitability analysis, and integration with other SAP modules. You also support financial reporting, compliance, and system enhancements to meet business requirements. Responsibilities and must-Have Skills: • Configure and implement SAP FICO modules to support financial processes. • Manage General Ledger (GL), Accounts Payable (AP), and Accounts Receivable (AR) processes. • Handle Asset Accounting (AA), Cost Center Accounting (CCA), and Internal Orders. • Integrate SAP FICO with MM, SD, PP, and other SAP modules. • Configure bank accounting, cash management, and treasury functions. • Support profitability analysis (CO-PA) and product costing (CO-PC). • Perform financial planning, budgeting, and cost control using SAP CO. • Ensure compliance with financial regulations (IFRS, GAAP, SOX, etc.). • Manage taxation, withholding tax, and country-specific fiscal settings. • Troubleshoot and resolve SAP FICO issues, including end-user support. • Work on data migration, system upgrades, and SAP S/4HANA transformation. • Develop and execute functional specifications for custom developments. • Conduct user training and documentation for finance teams. Good-to-Have Skills: • SAP S/4HANA Finance • Experience with new financial architecture and real-time reporting. • SAP FSCM (Financial Supply Chain Management) • Knowledge of credit management, collections, and dispute management. • SAP CO-PA (Profitability Analysis) & CO-PC (Product Costing) • Strong understanding of cost and profitability tracking. • Integration with MM, SD, PP, and PS • Deep understanding of cross-functional financial processes. Preferred candidate profile

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

Key duties and responsibilities Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If any breaks are due to an erroneous or missing transaction in accounting system, then make necessary adjustments. Researching, following up and clearing outstanding items within deadlines Submitting information for adjusting entries via email to the processing departments Identifying missing and / or inaccurate information in vendor database Review and clearing daily / Monthly cash and positions and provide sign off to client. Ensuring that a companys financial balances match with the figures in its account ledgers Examining the companys accounting records, reviewing them with banking documentation, and reporting any discrepancies in the reports Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Independently price the Investment positions on a daily & monthly basis. Responsible for accruing/amortizing daily or monthly non-security related Fee accruals Review the PNL before delivering the report to client. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Reconciliation/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Client Service Managers and Clients. Ensure to get cross trained within process and transfer the Knowledge between the team. Skills Required Experience working with an investment management or finance-related firm. Good knowledge of the investment industry with 5+ Years in Hedge/Mutual Fund administration or related industry experience. Familiarity with Calypso/Paxus/ Enfusion will be an added advantage. An ability to think critically and objectively. Experience in Hedge Fund accounting, booking accruals, tying back P&L, Balance sheet will be an added advantage Experience with reconciliation and break resolution and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem-solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills. Work additional hours as needed.

1. Investment Strategy & Roadmap Develop and implement a comprehensive investment promotion strategy and roadmap, aligned with inputs from the CEO and COO. Identify and prioritize high-potential sectors for targeted outreach. Analyze global geopolitical trends and market dynamics to refine investment approaches and target relevant companies. Provide strategic thought leadership to Government officials and internal teams to enhance Karnatakas investment attractiveness. Establish and lead an Advisory Council of sector experts to promote Karnataka and guide internal process improvements. 2. Investor Engagement & Promotion Broaden and manage the investment lead pipeline; support Sector Leads in generating quality leads. Guide the team in providing end-to-end facilitation support to domestic and global investors from initial interest to final investment and construction. Personally engage with decision-makers at key investor organizations to influence outcomes. Represent Karnataka in major investment promotion events such as sector webinars, Aero India, Global Investor Meets, and more. Collaborate with the marketing team to develop compelling investment promotion materials. Act as the Governments ambassador in forums, workshops, and diplomatic engagements with embassies, trade bodies, and international stakeholders. 3. Grounding of Investments Prepare detailed project plans to ensure the actual grounding of investments. Lead interventions required to convert potential leads into committed projects. Track and ensure investment realization across all priority sectors, in both number and value, aligned with targets. Regularly monitor HOT, WARM, and COLD leads and initiate corrective actions as necessary. Page 4 of 5 4. Policy, Governance & Coordination Serve as a business partner to various Karnataka State Ministries to advocate for policy enhancements that facilitate investment. Benchmark and integrate global and domestic best practices into IKFs investment promotion approach. Support internal policy reviews and ensure alignment of Sector Leads and Market Intelligence Experts with state objectives. Provide regular updates along with the COO to Government stakeholders on progress vs. targets. 5. Performance Monitoring & Team Management Conduct periodic team reviews and assess performance against agreed KPIs. Build, manage, and mentor a capable investment promotion team with clearly defined roles and responsibilities. Create and manage a robust MIS for tracking investment proposals, pipeline status, and outcomes. 6. Budgeting & Financial Oversight Develop and manage CapEx and OpEx budgets using advanced tools (e.g., Bloomberg, Reuters). Ensure all activities are conducted within the approved OpEx framework. 7. Intelligence & Continuous Learning Keep the team informed on global and domestic trends related to technology, investments, disinvestments, and evolving sector dynamics. Act as a bridge between the CEO, Sector Leads, and external environment to ensure agile, informed decision-making.Role & responsibilities Preferred candidate profile (*) Any of Engineering, Economics, Commerce, Science, or Public Policy (*) Pedigree Education (*) should have developed strategy maps for diversification and/or M&A and/or JVs, etc. (*) should have done sales & marketing in a B2B or a B2G context; should have led cross-functional teams for achieving targeted business results (*) should have worked in Trade Development Offices or Embassies and demonstrated success in attracting investment into the State as per targets (*) should have done road-shows/exhibitions or other such events to showcase opportunities

We are seeking experienced and detail-oriented Tax Managers to join our team, specializing in Schedules K-1 tax form preparation and review for Hedge Fund,Private Equity Funds of funds and similar complex structures. This role is ideal for professionals with a strong background in partnership taxation and deep familiarity with Subchapter K and investment partnership allocations. No: of positions: 05 Key Responsibilities: Prepare and review U.S. tax returns, focusing on Schedule K-1s for hedge funds and private equity entities. Manage and coordinate tax compliance processes for investment partnerships. Work closely with internal teams to ensure timely and accurate filings. Apply knowledge of Subchapter K and partnership allocation methodologies. Conduct tax planning and provide insights for improving tax strategies. Guide and mentor junior tax staff on technical matters and best practices. Ensure quality control and compliance with applicable tax laws and regulations. Preferred Qualifications: Hands-on experience with GoSystem Tax RS software. (HUGE PLUS!!) Qualification: Bachelors degree in Accounting, Finance, or related field. 3+ years of experience in tax planning, compliance, or preparation/review of U.S. income tax returns. Strong experience with K-1 tax forms. Knowledge of investment management or partnership taxation. Familiarity with Subchapter K and related partnership allocation methods.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leader? N 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 Optimal qualification for success on the job is: 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.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leader? N 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 Optimal qualification for success on the job is: 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.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leader? N 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 Optimal qualification for success on the job is: 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.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leader? N 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 Optimal qualification for success on the job is: 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.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leader? N 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 Optimal qualification for success on the job is: 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.