1553 Investment Management Jobs - Page 3

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

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

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

A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets safely, securely and responsibly Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights, Overview The Senior Manager, Fund Accounting will oversee a team of experienced accountants and managers to ensure client financial data is reviewed for accuracy to the client prescribed methods and client deadlines are met Candidate should have previous experience as a leader leading a team of accountants and managers and possess extensive knowledge of general accounting practices and financial statements, specifically around investment funds, The ideal candidate should have a strong background in financial services and deep understanding of private equity operations, investment management, and financial markets The ideal candidate should also possess excellent leadership skills, and a proven track record of driving operational efficiency and excellence, Key Accountabilities and Main Responsibilities Strategic Focus Thought leadership and Continuous Improvement: Identify opportunities for automation / process improvements and implement changes to enhance team efficiency Project Management: Lead cross-functional initiatives to streamline fund administration processes Support senior leadership in adoption and execution of overall strategy as well as operational delivery encompassing accounting review standards and best practices Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements Operational Management Client Service Delivery: Maintain a high client service level and review client reports and financial statements Technical Oversight: Ensure adherence to US GAAP and IFRS; manage technical research Documentation: Ensure all accounting review activities are well-documented Problem Solving: Address and resolve technical accounting issues Performance & Risk Management: Prepare and present performance and risk reports and identify and mitigate risks Oversee the review and delivery of financial statements and other accounting reports People Leadership Team Leadership: Provide guidance, mentorship, and support to the accounting team Performance Management: Establish and monitor KPIs, conduct employee performance reviews and appraisals, and foster professional growth Exceptional leadership skills and capabilities Governance & Risk Risk Management: Identify and mitigate risks, ensuring compliance Stakeholder Management: Act as the primary point of contact for stakeholders, provide updates, and address concerns Ability to effectively liaise with senior-level stakeholders to communicate issues, risks, and solutions Ensure compliance with organizational standards and accounting practices *The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs, Experience & Personal Attributes Educational and Professional Qualifications: Chartered Accountant / Masters degree in Business Administration, Commerce, Finance Minimum of 10 years of experience in Fund Accounting within the financial services industry, with at least last 4 years in a leadership role Personal Attributes: Strong analytical and problem-solving skills and ability to lead a medium-sized team Support senior leadership in adoption and execution of accounting review standards and best practices Solid relationship building and stakeholder management Ability to analyse, resolve and document problems and resolutions Ability to work as part of a cross-cultural team, Strong organization and time management skills Exceptional leadership skills and capabilities Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements Ability to effectively liaise with senior-level stakeholders to communicate issues, risks, and solutions Strong presentation and communication skills with ability to communicate clearly and effectively at all levels Self-driven and motivated with a focus on operational efficiency and continuous improvement Benefits: Competitive salary and performance-based bonuses, Comprehensive health and wellness benefits, Opportunities for professional development and career advancement, Collaborative and inclusive work environment, Flexible working arrangements and work-life balance initiatives, Access to cutting-edge technology and tools, Employee recognition programs and team-building activities, Show

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

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

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

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

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

About The Role About The Role BPID 2633 The Global MD&I Business Operations Manager is expected to maintain a clear understanding of budget allocations across various categories and conduct an initial assessment of budget requests to ensure they meet the firms preliminary criteria. Additional responsibilities of the role include the following: Budget Tracking and Reporting: Global MD&I budget manager is expected to maintain trackers that are refreshed regularly (e.g., weekly or fortnightly), capturing overruns, underutilization, and commentary for leadership review. The role includes ensuring that budget allocations are not exceeded without prior approvals and that all changes are documented and justified. Should be able to execute agile budgeting practices , thereby empowering leads to make faster decision to adapt to the evolving business priorities. Tracking approved hours, manual adjustments in billable trackers, and reporting spend as a percentage of business activity. Cross-functional collaboration: Budget managers often work closely with Product Leads, Investment Management Leads, and Service Area Heads to align financial planning with operational goals. Should be able to coordinate with finance teams to report ROI/Value realization goals such as pipeline impact, and sales outcomes. Process Improvement: Should be able to look at process maps and be able to suggest improvements to make process leaner and efficient. A natural flair to make things a person to process driven to reduce human dependency. Ability to use the available GenAI tools to impart efficiency and effectiveness to the tasks at hand. Qualification Basic Qualifications Educational Qualification Must have: Bachelors Degree Good to have: Project and organization management skills Enter Basic Qualifications (or attach) EX:Minimum of 3 years of audit experience. Must be subjective and measurable. These are the skills the Recruiter will identify on a resume to qualify a person for the candidate pool. Think about BQs as the bare minimum qualifications needed for the role.

Role & responsibilities Direct Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings daily within the assigned territory. Support cross-functional teams in client servicing and relationship building. Technical & Behavioral Competencies Strong verbal and written communication skills. Fluency in the local language is an advantage. Excellent interpersonal skills and team-oriented attitude. Process-driven with a strong willingness to learn and adapt to evolving needs. Highly self-motivated with a strong focus on targets and client satisfaction. Preferred candidate profile PMS NISM Investment Mangement Portflio Management If Interested then connect with shravani.m@genxhire.in OR 7710889351

The Lead Manager – Finance & Accounts is responsible for leading the company’s financial planning, analysis, cash flow, and risk management initiatives and treasury activities

About this role: Wells Fargo is seeking a Business Execution Manager. In this role, you will: Manage and develop complex teams handling multifaceted tasks and operations for a single business group within a line of business Engage business stakeholders in integrating or implementing business execution initiatives Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development Make decisions and resolve issues regarding operations of the team to meet business objectives Interpret and develop policies and procedures aligned with Wells Fargo's business line objectives Collaborate and consult with immediate colleagues and cross functional business partners Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution Manage allocation of people and financial resources for Business Execution Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years Leadership experience Desired Qualifications: Manage, mentor and develop a team of product owners, fostering a high-performance culture. Provide guidance, feedback and support to team members, enabling them to excel in their roles. Rally the team and stakeholders around a product vision and influence prioritization across partner teams Guide the team through translating customer insights into priorities and develop a strategic vision for the product that aligns with business direction Conduct regular performance reviews and identify opportunities for professional growth. Recruit, onboard, and train new product owners and Business analysts Define OKRs for your team that align to tangible business / customer / risk outcomes and manage towards delivering impact Lead the team in conducting customer discovery to deeply understand the needs of our internal and external customers, including dealers, manufacturers, underwriters, portfolio managers, and more. Work closely with engineering, design and product team to ensure seamless product development and execution Define and track key performance indicators to measure product and team success Ensure product releases are delivered on time Drive agile product development methodologies Build and maintain strong relationships with key stakeholders Communicate product updates and progress effectively to stakeholders Assessing developing versions of the product to recommend adjustments Working directly with system end users within the business to understand their needs for a solution Developing a deep level knowledge and understanding of both the business and the technology products supported Effectively manage and develop the team and foster a culture of talent development Manage the team with a risk-minded approach and care for governance and regulatory / risk / control needs Previous experience with Distribution/Channel/Inventory Finance would be great Job Expectations: 4+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following. 4+ years of people management experience Ability to think strategically, implement, and deliver business objectives Ability to negotiate, influence, and collaborate to build successful relationships Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills Highly developed interpersonal and communication skills; proven ability to engage and influence senior technology and business executives Driven, confident, organized and an accomplished problem solver Bachelors Degree in related field required Experience in the financial / banking industry (experience in commercial banking and asset based lending preferred) Experience working directly with end users to collect information and requirements Good SQL skills Experience with Banking, Finance, Risk, Regulatory Reporting data platforms and technologies. Broad experience with Banking applications, products, technology architecture and systems integration experience in consumer and small business banking, consumer lending, commercial banking and wealth and investment management Leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment, including internationally Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Advanced Microsoft Office (especially Excel and PowerPoint) skills Agile product management Experience working in an agile software development environment Strong experience in problem solving Strong experience working with end users to solicit requirements and current state analysis Expert in Agile user story writing / creation ability to create detailed user stories from the perspective of the user while detailing all requirements in acceptance criteria Very strong verbal and written communication skill Ability to work closely with end users in the United States Data analysis abilities Role: Business Analyst Industry Type: IT Services & Consulting Department: Data Science & Analytics Employment Type: Full Time, Permanent Role Category: Business Intelligence & Analytics Education UG: B.B.A/ B.M.S in Management PG: Any Postgraduate

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Investment Associate . In this role, creating awareness, building goodwill, and promoting our investment philosophy to High-Net-Worth Individuals (HNIs). This position offers a unique opportunity to develop long-term relationships, grow your network, and achieve success through a collaborative and performance-based business model. Key Responsibilities: 1. Brand Representation : Act as the face of the company, fostering trust and credibility among potential investors. Build awareness of our company, investment ideas, and long-term value proposition. 2. Investment Advocacy : Understand our investment philosophy, proposals, and strategies in depth. Develop a strong conviction in our investment approach to effectively communicate its value to potential investors. 3. Business Development : Leverage your network to identify, approach, and onboard HNIs as investors. Market our investment ideas to your network with professionalism and transparency. Develop and nurture long-term relationships with investors, ensuring consistent engagement and satisfaction. 4. Revenue Generation : Drive investments through your network to meet agreed targets. Partner with the company to build a sustainable, long-term pool of investors that generate continuous profits and mutual growth. Remuneration and Benefits: Performance-based remuneration directly linked to the amount of investments brought in through your network. Opportunity to build a long-term revenue stream through ongoing investor relationships. A collaborative environment that values transparency and growth.

Black And White Business Solutions is actively seeking a highly experienced AES SAP PS Manager . This pivotal role requires deep expertise in SAP Project Systems (PS) and Portfolio and Project Management (PPM) , particularly within the S/4HANA Public Cloud environment. The ideal candidate will have extensive experience in various project types and a strong understanding of integration points, driving successful implementations and strategic initiatives. Required Skills and Qualifications Extensive exposure working on industry-specific PS & PPM on S/4HANA Public Cloud : Proven hands-on experience in designing, configuring, and implementing SAP Project Systems and Portfolio and Project Management functionalities within a public cloud environment, tailored to specific industry needs. Must have experience in (ETO), Make to stock (MTS), Make to order (MTO), Capital project, and Investment management using SAP PS : Demonstrated proficiency in managing diverse project scenarios, including Engineer-to-Order, Make-to-Stock, Make-to-Order, Capital Projects, and Investment Management processes using the SAP PS module. Good to have knowledge on PS-MRS integration, PS-CATS integration, PS-SRM integration, PS-PPM integration, PS-Project, PS-PM integration, SAP and BI and BPC integration : Familiarity with integration points between SAP PS and other key modules such as Multi-Resource Scheduling (MRS), Cross-Application Time Sheet (CATS), Supplier Relationship Management (SRM), Portfolio and Project Management (PPM), Plant Maintenance (PM), as well as integration with SAP Business Intelligence (BI) and Business Planning and Consolidation (BPC). Qualification Any Graduate or Above CTC Range 20 to 25 LPA Notice Period 0 to 90 days Contact: Sonali Jena Staffing Analyst - IT Recruiter Black and White Business Solutions Pvt Ltd Bangalore, Karnataka, INDIA Email: [HIDDEN TEXT] | Website: www.blackwhite.in Direct Number: +91 8067432416

Black And White Business Solutions is actively seeking a highly experienced AES SAP PS Manager . This pivotal role requires deep expertise in SAP Project Systems (PS) and Portfolio and Project Management (PPM) , particularly within the S/4HANA Public Cloud environment. The ideal candidate will have extensive experience in various project types and a strong understanding of integration points, driving successful implementations and strategic initiatives. Required Skills and Qualifications Extensive exposure working on industry-specific PS & PPM on S/4HANA Public Cloud : Proven hands-on experience in designing, configuring, and implementing SAP Project Systems and Portfolio and Project Management functionalities within a public cloud environment, tailored to specific industry needs. Must have experience in (ETO), Make to stock (MTS), Make to order (MTO), Capital project, and Investment management using SAP PS : Demonstrated proficiency in managing diverse project scenarios, including Engineer-to-Order, Make-to-Stock, Make-to-Order, Capital Projects, and Investment Management processes using the SAP PS module. Good to have knowledge on PS-MRS integration, PS-CATS integration, PS-SRM integration, PS-PPM integration, PS-Project, PS-PM integration, SAP and BI and BPC integration : Familiarity with integration points between SAP PS and other key modules such as Multi-Resource Scheduling (MRS), Cross-Application Time Sheet (CATS), Supplier Relationship Management (SRM), Portfolio and Project Management (PPM), Plant Maintenance (PM), as well as integration with SAP Business Intelligence (BI) and Business Planning and Consolidation (BPC). Qualification Any Graduate or Above CTC Range 20 to 25 LPA Notice Period 0 to 90 days Contact: Sonali Jena Staffing Analyst - IT Recruiter Black and White Business Solutions Pvt Ltd Bangalore, Karnataka, INDIA Email: [HIDDEN TEXT] | Website: www.blackwhite.in Direct Number: +91 8067432416

As an Investment Specialist at Private Bank, you will play a crucial role in providing tailored solutions to our diverse clients through our network of specialists across the globe. Our Private Bank caters to UHNWIs and Family Offices by offering personalized banking, investment, and credit services through a dedicated team. With a presence in key financial hubs like the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore, and Dubai, we deliver bespoke services to our international clientele. Our business focuses on high growth and emphasizes delivering personalized services and innovative client solutions with access to the Corporate and Investment Bank. To excel in this role, you should possess the following experience and skills: - Extensive experience in investment counselling, advisory, or management with a focus on the Indian market. - In-depth knowledge of Indian and global markets, as well as various investment products and services. - A thorough understanding of the regulatory landscape and industry trends in Private Banking & Wealth Management in India. - Holding necessary regulatory certifications like NISM X-A, XXI-A, V-A. Desirable skills and qualifications include: - Senior leadership experience in prominent PB&WM or Asset Management firms in India. - Proven ability to develop and expand the investment business, particularly assets under advice/management in the PB&WM sector. - Strong collaboration, client relationship management, platform building, and change management skills. The role of Investment Specialist in Bangalore involves engaging with existing and potential investment-led clients, ensuring exceptional outcomes aligned with Barclays" standards. Your responsibilities cover all aspects of conducting investment business for Private Clients India. Key Accountabilities: - Providing subject matter expertise on products and services to clients and colleagues. - Staying informed about market trends, regulatory changes, and customer feedback to enhance product offerings. - Addressing customer inquiries, understanding financial circumstances, and recommending suitable solutions. - Presenting product advantages to potential customers and supporting marketing efforts. - Participating in training sessions, workshops, events, and networking opportunities to share knowledge and promote products. For Vice President Expectations: - Contribute to strategic planning, resource management, and policy development. - Demonstrate leadership behaviours aligned with Barclays" values. - Advise stakeholders on functional areas and risk management. - Collaborate across teams and areas to achieve business goals. - Provide innovative solutions based on analytical thinking and comprehensive understanding of organizational functions. - Build relationships with internal and external stakeholders to drive business objectives effectively. In summary, as an Investment Specialist at Private Bank, you will be integral to providing exceptional investment solutions to our esteemed clients, contributing to the growth and success of our business in India.,

As a Chartered Financial Analyst (CFA), you will be equipped with the knowledge and skills required in corporate finance, investment management, and financial services. The CFA Program is structured into three levels: preliminary, intermediate, and final. Recognized as a Postgraduate Diploma in Financial Analysis by AICTE, this self-study program provides study material to enrolled students. Additionally, there are other courses available such as Diploma in Basic Finance (DBF) and Merchant Banking and Financial Services (MBFS). To apply for job opportunities in this field, follow these simple steps: 1. Register and complete your profile on https://jobsmatcherai.com/signup 2. Upload your CV and utilize AI to import profile data. 3. Explore AI-matched opportunities and receive job suggestions based on employer matches. 4. Generate an ATS-friendly CV preview. 5. Complete a comprehensive SWOT analysis for a successful job application process. Eligibility criteria for becoming a Chartered Financial Analyst include completion of a graduation degree program in any discipline. Candidates who pass the admission test or are exempted can enroll in the program. The program has three levels of exams that must be cleared within specified time frames. The admission test assesses candidates" aptitude for financial analysis through quantitative reasoning. Various career options and job profiles available for CFAs include: - Private Banker - Chief Executive Officer - Investment Banker - Risk Manager Candidates with specific qualifications such as MBAs, Post Graduate Diploma Holders in Management, CAs, CWAs, CSs, CAIIBs, first-class graduates/post-graduates, and senior executives with ten years of service may be exempted from the admission test. The CFA Program offers a wide range of career opportunities for individuals with diverse educational backgrounds and work experience.,

Job Description: You will be joining Pune Angels Network, a dynamic platform connecting visionary entrepreneurs with experienced investors to support the growth of innovative startups. Your role as a Wealth Manager in Pune will involve developing and executing financial plans, managing investment portfolios, providing investment advice to clients, and leveraging your expertise in finance and insurance. Your daily responsibilities will include conducting client consultations, reviewing and managing portfolios, performing financial analysis, and collaborating with other financial professionals to ensure client requirements are met. To excel in this role, you should possess strong skills in Financial Planning and Finance, along with experience in Investment Management and Investments. You will be involved in Angel Investor On-boarding and explaining investment opportunities in startups to Angel Investors. Knowledge of insurance products and markets is essential, as well as excellent analytical and problem-solving abilities. Effective communication and interpersonal skills are vital, and you should be capable of working both independently and collaboratively. Holding relevant industry certifications such as CFP or CFA would be advantageous. A Bachelor's degree in Finance, Economics, or a related field is required. Join our community at Pune Angels Network and play a key role in shaping the future of entrepreneurship by empowering early-stage businesses with financial expertise, mentorship, and a robust support system. Note: This Job Description is a standard summary tailored from the provided information.,

Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. With over 1200 employees and offices in 24 cities worldwide, we are committed to cultivating an environment that is collaborative, curious, inclusive, and honors diversity of thought. Providing training, career development opportunities, and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. As a member of the Diligence Services team, the Proposals Writer/Due Diligence Project Manager plays a crucial role in supporting the sales and marketing process. Leveraging firm-wide resources, you will craft standard Due Diligence Questionnaires (DDQs), respond to formal Requests for Proposals (RFPs)/Requests for Information (RFIs) for Oaktree's funds, and address ad-hoc due diligence questions. Additionally, you will support client monitoring efforts by preparing RFIs and fulfilling periodic information requests. Your responsibilities will include working with other departments and Subject Matter Experts to select, draft, and write accurate responses to client requests, preparing due diligence packages, ensuring the integrity of internally stored content databases, identifying opportunities for process and technological improvements, and demonstrating a strong understanding of Oaktree's open-end strategies and their relevant metrics. To excel in this role, you should have approximately 3-5 years of RFP experience within a finance, marketing, or legal role, preferably within the investment management industry. You must possess exceptional organizational skills, prioritize work effectively, and have outstanding writing abilities. As a proactive and collaborative individual, you will contribute to enhancing systems and processes, operate independently on both short-term and long-term goals, and communicate complex concepts effectively to various audiences. Personal attributes crucial for success in this role include outstanding initiative, a strong work ethic, passion for process improvement, excellent interpersonal skills, the ability to operate independently while leveraging firm-wide resources effectively, attention to detail, and the capacity to manage multiple projects with differing priorities to meet deadlines. You should be a team-oriented individual who upholds strong integrity, professionalism, and a commitment to excellence in alignment with Oaktree's values. Oaktree is an equal opportunity employer. Applicants for positions in Los Angeles with a criminal history will be considered for employment in accordance with applicable federal, state, and local laws. For more information, please visit our website at www.oaktreecapital.com.,

As a Senior Manager at Oaktree, you will play a crucial role in ensuring the timely and accurate processing of all corporate action events, ranging from complex bankruptcy restructuring to private transactions, bank debt amendments, and proxy voting. Your responsibilities will involve collaborating closely with various internal teams, including bank debt processing, trade processing, accounting, legal, tax, compliance, and investment professionals, as well as external stakeholders such as custodians, outside counsel, and agents. Your primary focus will be on processing corporate actions events accurately and timely across multiple accounts, funds, and special purpose vehicles. This will require confirming details of bankruptcy restructuring transactions through effective communication with different stakeholder groups within the organization. Additionally, you will be responsible for analyzing and processing complex corporate events on Oaktree's Geneva accounting platform, ensuring compliance with existing requirements and daily procedures. To excel in this role, you should have 6-10+ years of relevant corporate actions experience with expertise in equity and debt instruments, syndicated and non-syndicated loans, and a strong understanding of ISO/SWIFT standards. Experience with industry utilities and communication protocols such as Geneva, Everest, Bloomberg, and Wall Street Office is preferred. Proficiency in Excel and other MS Office software is essential. In addition to technical skills, the ideal candidate will possess excellent interpersonal, verbal, and written communication skills in English. You should be a self-starter with strong initiative, capable of working under minimal supervision and handling multiple tasks under pressure. Problem-solving abilities, quantitative and analytical skills, and a flexible, team-oriented approach are also key attributes for success in this role. A Bachelor's degree is required for this position. Oaktree is an equal opportunity employer and is committed to fostering a collaborative, inclusive, and diverse work environment. If you are looking to join a dynamic team that values integrity, professionalism, and continuous improvement, we encourage you to apply for this exciting opportunity.,

Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensure 100% retention on renewals and also ensure addition of new high net worth clientele Responsible to develop distribution network for the region and drive sales. Increase penetration in retail market thereby increase in market share. Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Effectively engage Operations & Risk teams to understand and contribute to overall processes & profitability across locations . Identifying the need of sales training, analyzing changing market trends, channel development etc. Also giving feedback & suggestions to the senior management Achieving & exceeding Business goals.

YOUR IMPACT Are you looking to apply your analytical skills in managing an inventory of loan products? Our Corporate Loan Servicing team is seeking a professional who can work effectively with a wide range of stakeholders internally and externally. OUR IMPACT Corporate Loan Servicing team is responsible for managing life-cycle events on Loan Deals. The team is also involved in various aspects of recording and maintaining risk inventory by working closely with stakeholders in the Finance, Credit and Technology divisions. JOB SUMMARY AND RESPONSIBILITIES Handling of loan servicing activities (new borrowings, increases, rollovers, paydowns, commitment reductions) and ensure currency cut-offs are followed Have a front-to-back understanding of the loan product and the events associated with it by managing a complex portfolio and be an SME. Maintain a clean inventory for the team and perform effective supervision and EOD checks including payment approvals. Ensure control measures are established to scrutinize exceptions/errors to prevent any operational losses and review these measures constantly Adherence to daily operation policy and procedure and internal controls Ensure posting and escalation process is adhered to Own control reports and be part of weekly metrics and contribute towards RCSA deliverables Create an environment where skills are shared and achieve department and business goals Train, coach and mentor the new joiners in the team BASIC QUALIFICATIONS Bachelor s degree in a finance related field. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail. PREFERRED QUALIFICATIONS Knowledge of MS Office applications. Aptitude for dealing with complex issues and communicating them to various stakeholders. Flexible and able to work well under pressure along with leading the team in the right direction. Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities.

Who We Are At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Role Summary Goldman Sachs is seeking a highly skilled Software Engineer to join our team. The ideal candidate will have extensive experience in designing, developing, and implementing complex software applications, and a strong background in computer science, mathematics, or a related field. The successful candidate will collaborate with cross-functional teams to develop innovative solutions to meet business needs and will be responsible for building and maintaining highly reliable and scalable systems. Key Responsibilities Design, develop and maintain complex software systems and applications. Collaborate with cross-functional teams to gather requirements and define technical solutions. Implement and maintain best practices for software development and engineering processes. Develop and maintain software documentation, including design specifications, user guides and manuals. Ensure the reliability, scalability, and performance of software systems. Troubleshoot and debug complex software issues. Qualifications Bachelor s degree or relevant work experience in Computer Science, Mathematics, Electrical Engineering or related technical discipline. Excellent object oriented or functional analysis and design skills. Knowledge of data structures, algorithms, and designing for performance. Excellent written and verbal communication skills. Ability to solve problems and apply analysis to make data driven decisions. Comfortable multi-tasking, managing multiple stakeholders and working as part of a global team. Can apply an entrepreneurial approach and passion to problem solving and product development. 3+ years of software development experience Goldman Sachs Engineering Culture .

We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. OPERATIONS YOUR IMPACT Operations is a dynamic, multi-faceted function that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. OUR IMPACT Our team (Loan Data Quality) is responsible for capturing Critical Reference Data for Corporate Loans from loan documents. The team reviews and interprets reference data from various Loan agreements and updates the firms risk management system. The team is also involved in various aspects of Regulatory Reporting by working closely with Controllers, Credit, Reg Reporting Teams and technology. Loan Operations supports the Credit Sales & Trading desk by working with Client, Sales/Trading desks and other stakeholders to manage front-to-back trade lifecycle. Teams monitor and control operational risk throughout the trade processing life cycle, closely reviewing reference data, trade documents, settlement & cash. The team collaborates with our technology & business partners to enhances systems & workflows. JOB SUMMARY AND RESPONSBILITIES Prepare to gain a comprehensive understanding of the loan product lifecycle by interacting with Legal, Controllers, Credit, Reg Reporting Teams and compliance in addition to external loan agents in order to work toward the shared goal of risk mitigation Showcase your attention to detail by ensuring all bespoke deal attributes are accurately captured Use your inquisitive mind set to identify bespoke non-standard terms Leverage your quantitative skills to interpret complex loan restructures and ensure bookings are compliant with internal and external regulations Grow with the team; develop a deeper understanding of complex transactions and work with our business partners to progress our trade capture capabilities BASIC QUALIFICATIONS Bachelor s degree with a minimum of four years of experience in financial services Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail Aptitude for building relationships and ability to communicate complex issues to a wide array of internal and external clients with differing levels of product experience PREFFERED QUALIFICATIONS Knowledge of MS Office applications Experience in Wholesale/Corporate Loans Aptitude for dealing with complex issues and communicating them to various stakeholders