1566 Investment Management Jobs - Page 37

Work collaboratively to achieve department and firm objectives Develop and maintain market relationships with appropriate vendors and other industry participants Participate in structuring and execution of optimal financing solutions for external clients Review loan level financings, appraisal review, and other activities that may require feedback from the debt originations or real estate finance groups Present potential decisions impact on assets and asset performance to senior leadership Underwriting Analyze and present opportunities and risks inherent in specific sectors and markets Perform valuation analyses and due diligence related activities Track and forecast operating cash flows from real estate assets using a combination of market data, property specific operating norms, actual performance data and GS specific standards required to evaluate, pursue, and close debt investment opportunities. Coordination of internal and external resources to analyze investments opportunities Asset Management Oversee and/or directly manage a diverse portfolio of commercial real estate loans Experience interacting with property managers, third party vendors, borrowers and law firms Experience in ARGUS and Excel cash flow modeling/forecasting in conjunction with the use of market sale and rent comps to determine real estate values across a variety of property types: multifamily, hospitality, retail, industrial, office, self-storage, senior living, etc. Monitoring business plan performance and making tactical and strategic recommendations, as appropriate Analysis Reporting Prepare and present transaction memos summarizing due diligence and credit analysis for obtaining internal approvals Prepare and present quarterly business plan updates, market updates and factors affecting collateral value and ultimate stabilization timeline to Senior Management and internal clients for review and approval Prepare and update monthly reporting packages for management and clients Basic Qualifications Minimum 2 to 4 years of experience in originating/underwriting CRE loans and/or managing performing/distressed assets Experience valuing multiple commercial real estate product types Proficiency in Excel, PowerPoint and Word Strong academic background Preferred Qualifications Excellent quantitative, verbal and written communication skills Self-motivated, ability to work both autonomously and in a team setting Solid analytical/logical mindset and attention to detail Strong sense of accountability and dedication to continuous improvement Ability to work under pressure and meet deadlines ensuring high quality output

The successful individual will be expected to work in a team of professionals and be able to be commercial, critical & creative whilst ensuring the highest level of risk management. Data entry, data cleansing, checking and standardization for investment date into relevant platforms Identify and resolve historical and current data breaks Implement daily monitoring and governance models to ensure timely, complete and accurate data capture across the investing lifecycle Analyse root causes and implement logic to eliminate reocurrences Synthesize data into lists, reports and visualizations Create data lineage Collaborate with cross functional teams to improve data infrastructure Establish gating controls, management reporting and escalation protocols Leverage your skills to decompose complex structured transactions and propose creative, robust operational solutions Complete deal closing checklist to ensure all required documents collected and appropriate steps taken for successful closure and completion of transaction Face off with senior stakeholders and drive priorities Exhibit excellent judgement & problem-solving skills, particularly in the context of a new team with or without existing precedents BASIC QUALIFICATIONS Bachelors degree with a minimum of three years of experience in financial services, preferably in a data operations role. 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 clients with differing levels of product experience 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 Flexible and able to work well under pressure in a team environment Strong knowledge or prior experience in an Operations role

Job Duties Work as a Quantitative strategist to build, enhance and analyze mathematical models designed to optimize liquidity usage in the firm. Build quantitative tools to attribute, explain and perform scenario analyses on various liquidity metrics. Write model documents and execute model validation process in accordance with firm policy for quantitative models. Collaborate with non-engineers to explain model behavior. Basic Qualifications bachelors degree Strong analytical skills to perform complex functional and technical analyses Strong communication skills Prior Experience Must Include: 3+ years in Developing mathematical models in one of the following: Python, C++ or Java Maintaining a production code base and daily production processes. Preparing and submitting technical documents to support the validation of mathematical models. Working with techniques of optimization, statistical analysis, including parameter estimation.

This role is at the heart of financial management, with a clear path for growth and increasing responsibility. You'll be instrumental in: Managing the monthly financial close : This includes detailed balance sheet analysis, financial reporting, and in-depth analysis of non-Compensation expenses. You'll also handle budgeting, forecasting, and managing accounting schedules for key areas like office leases, regulatory fees, licenses & registrations, and travel & events. Supporting critical accounting functions : This involves monthly close activities, accrual calculations and uploads, expense estimates, and invoice management. Owning accounting controls : You'll be responsible for the accounting control of expense and balance sheet accounts related to non-Compensation expenses, along with managing other associated activities. Strengthening internal control and governance : You'll achieve this by reviewing existing policies and proposing new ones. Leading financial and operational reporting : You'll provide daily, weekly, and monthly reports to various stakeholders, enhancing transparency across the organization. Managing operating expenses : This includes influencing and driving cost efficiencies. Analyzing global project data : You'll analyze financial and operational data from projects worldwide and present your findings clearly to facilitate effective decision-making. Collaborating on accounting treatment : You'll work closely with controllers and accounting policy teams to evaluate the accounting treatment of new real estate office leases in accordance with US GAAP. Understanding and owning financial reporting and controls : This involves regular reviews of Balance Sheet and Profit & Loss accounts. Conducting quarterly substantiation : You'll perform quarterly substantiation of asset and liability accounts and report executed and off-balance sheet commitments to controllers. Coordinating budget and reforecast activities : You'll work in close coordination with the global finance team and leadership on annual budget and quarterly reforecast assignments, consolidating inputs and translating business assumptions into quantifiable financial impacts. Analyzing expense trends : You'll analyze and explain expense trends and key drivers for changes to internal finance teams. Driving process improvement and automation : You'll enhance efficiency, accuracy, and control by improving and automating current processes. Basic Qualifications To thrive in this role, you'll need: Finance professional experience : A Chartered Accountant or MBA qualification is essential. Relevant experience : 4-6 years of experience in a similar financial role. MS Office skills : Advanced proficiency in MS Excel and basic proficiency in MS PowerPoint. Clear and effective communication skills : Both verbal and written communication are crucial. Experience working in a global setup will be an advantage. Preferred Qualifications The ideal candidate will also possess: Strong networking skills : The ability to establish contacts and partnerships with other teams within Goldman Sachs. Impeccable attention to detail . Ability to organize own time and work independently : You should be able to perform effectively without close supervision. Courage to challenge current practice : The willingness to suggest new, value-added ideas and approaches. Ability to work in a team-based environment : You'll need to effectively interface with employees at all levels. Flexibility to adapt and perform : The ability to thrive in a dynamic and evolving organization.

Assisting with budgeting / forecasting, tracking actual vs. budget performance across expenses and revenue Help steer reviews with Business stakeholders and highlight key expense and revenue trends Lead Daily / weekly / monthly financial and operational reporting to various stakeholder to enhance transparency Help drive build of dashboards for key metrics across various business segments Support strategic initiatives across expense management Develop and maintain financial models for projection of expense to revenue correlations Maintain the integrity of financial data and help drive data governance Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed calendars and with ownership Drive improvement and automation of current processes to enhance efficiency, accuracy, and control Lead additional one-off and repeatable analyses as required by the Senior Management Establish and maintain business relationships with various teams within the division and outside the division Preferred Qualifications : Finance Professional experience 2-4 years in FPA domain - CA / MBA preferred MS Office skills - Advanced MS Excel knowledge, proficiency on MS PowerPoint Professional experience in handling large amount of data and analysis Clear and effective communication skills both verbally and in writing. Experience of working in a global setup will be of advantage Impeccable attention to detail Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables Courage to challenge current practice and suggest new ways of working, value-added ideas/ approaches Ability to work in a team-based environment and to interface with employees at all levels Flexibility to adapt and perform in a dynamic and evolving organization

Prepare to gain a comprehensive understanding of the life cycle of a trade by interacting with traders, strategists, sales, and structurers in addition to middle office, legal, product control and documentation teams in order to work toward the shared goal of risk mitigation Partner with a team of product experts to review all economic aspects of derivative trades while gaining strong exotic derivatives knowledge and financial risk awareness Showcase your attention to detail by ensuring all trade economics, pay-off profiles and pricing factors are correctly captured in the risk management system Use your inquisitive mind set to identify control weaknesses with respect to booking methodology as well as discrepancies in the legal documentation Leverage your quantitative skills to deconstruct complex structured payoffs and propose creative, robust booking solutions Work in a strong team setting to develop a deeper understanding of complex transactions and work with our business partners to automate and improve our existing processes BASIC QUALIFICATIONS Bachelor s degree with 4-7 years of experience in financial services Proven analytical skill, 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 clients with differing levels of product experience Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational and communication skills and the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment PREFERRED QUALIFICATIONS Quantitative educational background. Prior experience working with Structured Products Pursuing CFA/FRM

We are a team of desk strategists who work to transform the SPG business within Equities by automating the key decisions taken every day. Our team has a wide remit including automatic quoting, optimizing hedging decisions and developing algorithms to trade cash and derivatives on venues around the world. We also deploy statistical analysis techniques and mathematical models to enhance the decision making process, with the overall aim of improving business performance while working closely with traders and sales people on the trading floor. Role Responsibilities Automate pricing of derivative products, providing fast and accurate prices in response to quote requests from our clients. Implement automated hedging algorithms, and build frameworks to manage risk centrally across asset classes. Perform systematic and quantitative analysis of franchise flows and market data, driving business decisions and the design of our automation platform. Work closely with sales and trading, support our automated pricing and trading systems. Be involved with all stages of the software development life cycle with a range of technologies, and collaborate closely with engineering teams who support the underlying infrastructure and frameworks, Basic Qualifications Excellent academic record in a relevant quantitative field such as physics, mathematics, statistics, engineering or computer science. Strong programming skills in an object oriented or functional paradigm such as C++, Java or Python. At least 3 years experience. Self-starter with strong self-management skills, ability to manage multiple priorities and work in a high-pressure environment. Excellent written and verbal communication skills. Preferred Qualifications Previous quantitative or technical role working on or with a trading desk (irrespective of asset class). Knowledge of building automated trading systems in a live trading environment.

Provide Analysis & Design model (High Level Design) / Architecture and a direction for a project Own Analysis & Design model (HLD) or architecture of a project Ensure quality of technical deliverables of a project KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Interact with business and technical stakeholders to understand requirements, challenges and expectations 2. Understand the customer and end user requirement (both explicit and implicit) 3. Ensure quality of deliverables to the satisfaction of the customer and end user expectation 4. Support functional requirements gathering. 5. Ensure all the non-functional requirement is captured 1. Understanding requirements of the project in-line with the overall project scope 2. Develop & own Architect / High Level design. Ensure and own high quality technical deliverables 3. Work with Analyst & designer / Senior developers to ensure detailed design is as per architecture, standards and meets all the requirement (Implicit and explicit) 4. Work with developer to ensure implementation / development of code as per the design & standards and meets requirement (implicit and explicit) 5. Assist PO / Architect in developing detailed project plan 6. Assist Project Lead for the successful execution of the project (estimation, dependency identification, reviews, customer satisfaction, etc) 7. Adherence to standards and guidelines 8. Peer reviews 9. Ensure on-time delivery of allocated tasks 10. Support during software deployment and post go-live activities 11. Root cause analysis & corrective measures on defects / issues identified 1. Contribute to Organizational knowledge base thus bringing in reusability and reducing operational cost 2. Quality of deliverables as defined by the SLK Process and thus reduce re-work 3. Contribute to re-usable of code / components 1. To guide / mentor Analyst & Designer and development team to perform their job efficiently 2. Conducting reviews with team members on the work assigned and resolve if there are any issues / concerns on the deliverables. 3. Help Project owner in identifying and allocating right resources, considering the project needs , skill set and aptitude of the resources 4. Team Collaboration 5. Learning initiatives as per the plan 1. Explore new technology trends and apply in appropriate scenarios to deliver value to team, customer and Organization 2. Be appraised about trends in technology / domain related solution EDUCATION QUALIFICATION Engineering Graduate / BSc in Computer Science / Information Science or Equivalent MINIMUM EXPERIENCE REQUIRED 8 to 10 Yrs of IT experience in Development. DOMAIN/ FUNCTIONAL SKILLS SDLC understanding Engineering Concepts (Design and Programming) Design concepts and associated tools Programming languages and associated tools Development process and associated tools MS Office (word, Excel, Power point, visio, etc)skills

The Senior Test Lead handles large or multiple end to end testing projects/programs and is responsible for all phases of the STLC cycle including test strategy/planning, estimation, test design, testing and release/ support of high complexity projects/programs. The Sr. Test Lead is responsible for leading, tracking progress, mentoring the testing team and ensuring that the team adheres to testing process standards, procedures and goals. The Sr. Test Lead is also responsible for driving key automation (test automation coverage) & process optimization initiatives in the project/program KEY RESPONSIBILITIES AND ACCOUNTABILITIES Understand & analyse project/program requirements and business expectations Conduct status update calls and manage customer escalations/query resolution, chair the DRB and Defect Management meetings. Coordinate with various stakeholders for smooth operations Get required approvals and sign offs against project deliverables Create Test Strategy/Plan, Test Estimations & Resource Planning, Work Allocations, Track the testing progress & report Status Review the key test deliverables produced by the team and ensures they meet quality standards Ensure complaince of self and team to organizational policies and processes Develop ideas for improvements (Testing, Organization processes etc) or create accelerator/tools/utilities to improve productivity. Ensure project cost savings by efficient utilisation of resources in the team Identify training needs of the team and ensure completion of mandatory trainings of the team Is responsible for Work allocation and tracking the performance of reportees Mentor and coach the team to ensure succesful completion of the project EDUCATION QUALIFICATION Degree B.E\B.Tech\M.Tech\MCA\M.Sc Certifications (if any) ISTQB MINIMUM EXPERIENCE REQUIRED Overall (in years) 8+ years Relevant (in years) 2+ years DOMAIN/ FUNCTIONAL SKILLS Test Strategy/Planning, Test Management, Test Concepts, Tools, Automation BFSI/M&SC Domain Analytical skills, Logical Reasoning

Test Lead handles end to end testing project/program and is responsible for all phases of the STLC cycle including test strategy/planning, estimation, test design, testing and release/ support of project/program. He/She is responsible for leading, tracking progress, mentoring the testing team and ensuring that the team adheres to testing process standards, procedures and goals. Test Lead is also responsible for implementing key automation (increasing automation coverage) & process optimization initiatives in the project/program KEY RESPONSIBILITIES AND ACCOUNTABILITIES Understand and analyse project requirements and business expectations Conduct status update calls and manage customer escalations/query resolution, chair the DRB and Defect Management meetings. Coordinate with various stakeholders for smooth operations Create Test Strategy/Plan, Test Estimations & Resource Allocations. Track the progress & Report Status Create and review Test scenarios & Test Cases, Execute Test cases, Create & execute automated scripts. Review the outputs/test assets produced by the team and ensures they meet quality standards Ensure complaince of self and team to organizational policies and processes Develop ideas for improvements (Testing, Organization processes etc) or create accelerator/tools/utilities to improve productivity. Ensure project cost savings by efficient utilisation of resources in the team Identify training needs of the team and ensure completion of mandatory trainings of the team Work allocation, Team Management & Meetings Mentor and coach the team to ensure succesful completion of the project EDUCATION QUALIFICATION Degree B.E\B.Tech\M.Tech\MCA\M.Sc Certifications (if any) ISTQB MINIMUM EXPERIENCE REQUIRED Overall (in years) 6+ years Relevant (in years) 2+ years DOMAIN/ FUNCTIONAL SKILLS Test Strategy/Planning, Test Management, Test Concepts, Tools, Automation BFSI/M&SC Domain Analytical skills, Logical Reasoning

To develop / maintain a module as per the design KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Participate in Customer calls and understand customer expectations 2. Provide Status reports to leads as per defined timelines 1. Understanding requirements of the modules/components assigned in-line with the overall project scope. 2. Prepare Unit test plan & cases and perform unit testing 3. Implementing/developing the code as per design. 4. Adherence to coding standards and guidelines 5. Ensure on-time quality delivery of allocated tasks 6. Compliance to SLK policies and procedures like Timesheet/Leaves management etc 7. Assisting Senior Developer / Analyst & Designer in preparation of Integration Test Plan 8. Providing support during integration testing, system testing 9. Resolving any defects reported by peer reviews, independent verification and validation and testing. 10. Peer review 1. Quality of code as defined by the SLK Process 2. Contribute to re-usable of code / components 1. Team Collaboration 2. Learning initiatives as per the plan EDUCATION QUALIFICATION Engineering Graduate / BSc in Computer Science / Information Science or Equivalent MINIMUM EXPERIENCE REQUIRED 2 to 4 Yrs of IT experience in Development. DOMAIN/ FUNCTIONAL SKILLS SDLC understanding Engineering Concepts (Design and Programming) Programming languages and associated tools Development process and associated tools MS Office (word, Excel, Power point, visio, etc)skills

To plan & execute high quality, on-time and on-budget delivery of assigned projects. To ensure customer satisfaction through delivery excellence. To ensure efficacy of customer communication & reporting. KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Plan and track project timelines and milestones using appropriate tools. 2. Ensure project level customer satisfaction targets are met 3. Plan & execute deliverables within schedule, cost and quality 4. Proactive communication & timely response to customers 5. Proactively manage changes in project scope, identify potential crises, and devise contingency plans 1. Estimate the resources needed to achieve project goals. 2. Plan & track direct costs of the projects 3. Plan & track utilization of resources, such as manpower, software, hardware, infrastructure etc 4. Ensure projects are executed within budget 5. Ensure accuracy & timelines of invoices 1. Ensure all projects are executed in compliance with process / quality standards of organization and according to contractual terms 2. Adherence to project contractual compliances 3. Ensure process adherence & improvements 4. Compile project MIS on a periodic basis and review with customer 5. Improve team productivity 1. Ensure the induction & assimilation of people to the projects 2. Retention, Development & career progression of team members 3. Resolve people issues and Employee satisfaction within projects EDUCATION QUALIFICATION Degree B. E/MCA Certifications (if any) NA MINIMUM EXPERIENCE REQUIRED 4 years of domain experience and 4 years of project management Minimum 2 years experience in managing large teams of 20-40 resources DOMAIN/ FUNCTIONAL SKILLS Project management skills, like estimation, planning, monitoring and controlling, etc SDLC Process awareness Knowledge in multiple technologies ODC Engagement Model Domain knowledge

From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts/ associates work on client-focused research in the equity, fixed-income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game-changing insights. you'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research. How You Will Fulfill Your Potential Be responsible for the specific analysis of individual companies and their equities within the Industrial sector (publishing reports, initiating sales calls and marketing investment opinions) Collaborate closely with Regional Industrial sector team, working on industry/sector-specific projects, analyzing market share, macro trend, cross company analysis and assessing new/emerging businesses models Produce regular reports summarizing findings and predictions, as we'll as responsibility for the sector news flow and contributing to overall sector views/pieces Develop financial models and interpret data and analysis on market, economic and political events Develop strong relationships and have regular communications with the Equities sales force and traders, clients and companies management Provide guidance and coaching to junior team members to build technical and soft skills Engage in cross-regional collaboration to enhance connectivity and support unified organizational goal Qualifications Minimum 2 years of equity research experience covering sectors relating to Industrial stocks is preferred CA/CFA qualification, and a Master degree in finance/economics Strong understanding of the India Industrial sectors and macro economy Excellent verbal and written communication skills in English Excellent modeling skills are required as we'll as a solid grounding in accounting/financial fundamentals Highly analytical thinker and writer Ability to respond quickly to changing situations is a must we'll-developed commercial attitude and client marketing/relationship management skills Demonstrable time management and prioritization skills desirable

AWM Private Credit is currently seeking Analysts to specialize in asset management across our large, diverse and dynamic portfolio. Team members will play an integral role in ongoing portfolio company monitoring, which is a critical element of the investing process, as we'll as portfolio management. Team members will be aligned by Private Credit strategy. Responsibilities This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety polices that are available for all workers upon request. There are no specific health risks associate with the role. Produce and present periodic portfolio company monitoring, including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics and key company developments, particularly those with implications for investment performance Maintain portfolio company models as part of the asset management process Track company compliance with financial covenants Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook Prepare and maintain portfolio analytics for portfolio management purposes Participate in strategic projects regarding portfolio management, portfolio monitoring and performance tracking. Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting as we'll as marketing materials Liaise across internal business teams and external counterparties to service investment level requests Qualifications Strong academic background with an MBA or Chartered Accountant or equivalent Minimum of 1-3 years of relevant experience Accounting knowledge, valuation and financial modeling aptitude (required) Solid analytical / logical mindset and attention to detail Strong written and verbal communication skills Strong project planning, organization, and time management skills Ability to work under pressure and meet deadlines

Join our Control, Finance Operating (CFO) Artificial Intelligence (AI) Strategies (Strats) team at Goldman Sachs and play a pivotal role in advancing AI initiatives to drive operational efficiency and enhance processes through cutting-edge AI and Generative AI (GenAI) modeling and automation. You will get to work on one of the firm s priorities for 2025, and leverage AI solutions to accelerate and transform business technology as well as enhancing the productivity of our people. As a CFO AI Strategist, you will be at the forefront of designing, developing, and implementing innovative AI solutions across diverse areas including Risk, Controllers, Legal, and other critical domains. This exciting opportunity will see you collaborating with key stakeholders from these divisions to strategically deploy prioritized AI applications, thereby significantly improving our operational efficiency and improving productivity. The CFO AI Strats team operates horizontally across CFO divisions, with a clear mandate to strategically roll out impactful AI applications. Key Responsibilities: Design, develop, and implement advanced AI and GenAI solutions to address complex challenges in Risk, Controllers, Legal, and other domains. Collaborate with stakeholders from various divisions to identify and prioritize AI applications that can drive operational efficiency and process improvements. Leverage state-of-the-art GenAI techniques, including Retrieval-Augmented Generation (RAG), AI agents, and other advanced methodologies, to develop robust AI models and solutions. Partner with business leaders and classic business teams to understand their needs and integrate AI solutions seamlessly into their workflows. Work closely with Goldman Sachs Engineering teams to leverage their technical solutions and infrastructure, ensuring the successful deployment and scalability of AI applications. Continuously monitor and evaluate the performance of AI models, making necessary adjustments to optimize their effectiveness and accuracy. Stay abreast of the latest advancements in AI and GenAI technologies, and proactively identify opportunities to incorporate these innovations into our AI strategies. Qualifications, Experience, and Attributes: Bachelors degree or higher in a quantitative subject such as Computer Science, Mathematics, Statistics, Engineering, or a related field. Proven commercial experience in designing, developing, and implementing AI and GenAI solutions, with a strong focus on practical applications and real-world impact. Demonstrated expertise in GenAI techniques, including but not limited to Retrieval-Augmented Generation (RAG), AI agents, and other advanced AI methodologies. Strong analytical and problem-solving skills, with the ability to translate complex business requirements into effective AI solutions. Excellent collaboration and communication skills, with the ability to work effectively with both technical and non-technical stakeholders. A proactive and innovative mindset, with a passion for staying at the forefront of AI and GenAI advancements and applying them to solve business challenges. Strong programming skills in languages commonly used in AI development, most importantly Python. Familiarity with AI and machine learning frameworks and tools, such as TensorFlow, PyTorch, or similar, is desirable. We re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https: / / www.goldmansachs.com / careers / footer / disability-statement.html

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 Overseeing the FPA and AUM processes, including maintaining deliverables, continuous assessment of the processes, issue risk assessment, documentation, and mitigation plans Serving as initial point of escalation for FPA, AUM, or Finance application support issues identified by key stakeholders Ensuring strong internal controls are implemented and executed Embracing a continuous improvement mindset to drive processes forward through enhanced automation and simplification; focus on value-add activities Gaining detailed understanding of processes within your scope to challenge current methodologies and implement value-add process changes Ensuring process documentation is up to date, including Standard Operating Procedures and Process Maps Ensuring service level agreements are met and identify mitigation plans when required Training and working with the team to upskill the team and resolve issues. Building strong partnerships with Global Finance Stakeholders Participating in special projects as required by Finance leadership including Regional CFOs, Chief Accounting Officer, Heads of FPA, Regional Controllers, or Head of Finance GBS, including but not limited to strategic initiatives and software implementations Performing periodic skillset/ fit gap assessments; building bench strength and succession plans for self and team Collaborating with cross functional teams (corporate accounting, technology, R2R, O2C, P2P, tax, etc.), onshore counterparts and business stakeholders for issue resolution and seamless operations. Reviewing FPA metrics and dashboards Manage transitions of the process, Onsite remote Focus on people team management, guiding for success, regularly connecting with team, issue goals, design career progression plans, fulfill training needs of all members, mentor Coach, and conflict management The Skills You need Experience leading, growing and developing a team Strong analytical and critical thinking skills Ability to sort and analyze data in multiple dimensional views Ability to analyze financials leveraging tools/capabilities like Alteryx etc. and Data visualization tools like Tableau and/or Power BI Structured, disciplined approach to work with attention to detail Ability to work under pressure to meet tight deadlines and flexible to deliver amid uncertainty (e.g., imperfect data, loosely defined concepts, changing priorities) Multi-tasker and self-motivated; works well with minimal or no supervision Positive team player with strong verbal, written, and interpersonal communication skills Excellent organizational skills; manages multiple priorities alongside daily tasks Strong analytical and reporting abilities; applies critical thinking and sound judgment Eager to learn and mentor within the technical domain.Adaptable to global, multicultural environmentsAbility to work within a matrixed reporting structure Academic Requirements Postgraduate in Finance / MBA Finance from Tier 1 colleges preferred. FPA certified / Fintech education will be an added advantage Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes 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 DI 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 Overseeing the FP&A and AUM processes, including maintaining deliverables, continuous assessment of the processes, issue & risk assessment, documentation, and mitigation plans Serving as initial point of escalation for FP&A, AUM, or Finance application support issues identified by key stakeholders Ensuring strong internal controls are implemented and executed Embracing a continuous improvement mindset to drive processes forward through enhanced automation and simplification; focus on value-add activities Gaining detailed understanding of processes within your scope to challenge current methodologies and implement value-add process changes Ensuring process documentation is up to date, including Standard Operating Procedures and Process Maps Ensuring service level agreements are met and identify mitigation plans when required Training and working with the team to upskill the team and resolve issues. Building strong partnerships with Global Finance Stakeholders Participating in special projects as required by Finance leadership including Regional CFOs, Chief Accounting Officer, Heads of FP&A, Regional Controllers, or Head of Finance GBS, including but not limited to strategic initiatives and software implementations Performing periodic skillset/ fit gap assessments; building bench strength and succession plans for self and team Collaborating with cross functional teams (corporate accounting, technology, R2R, O2C, P2P, tax, etc.), onshore counterparts and business stakeholders for issue resolution and seamless operations. Reviewing FP&A metrics and dashboards Manage transitions of the process, Onsite & remote Focus on people & team management, guiding for success, regularly connecting with team, issue goals, design career progression plans, fulfill training needs of all members, mentor & Coach, and conflict management The Skills You need Experience leading, growing and developing a team Strong analytical and critical thinking skills Ability to sort and analyze data in multiple dimensional views Ability to analyze financials leveraging tools/capabilities like Alteryx etc. and Data visualization tools like Tableau and/or Power BI Structured, disciplined approach to work with attention to detail Ability to work under pressure to meet tight deadlines and flexible to deliver amid uncertainty (e.g., imperfect data, loosely defined concepts, changing priorities) Multi-tasker and self-motivated; works well with minimal or no supervision Positive team player with strong verbal, written, and interpersonal communication skills Excellent organizational skills; manages multiple priorities alongside daily tasks Strong analytical and reporting abilities; applies critical thinking and sound judgment Eager to learn and mentor within the technical domain.Adaptable to global, multicultural environmentsAbility to work within a matrixed reporting structure Academic Requirements Postgraduate in Finance / MBA Finance from Tier 1 colleges preferred. FPA certified / Fintech education will be an added advantage Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model 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 Overseeing the FP&A and AUM processes, including maintaining deliverables, continuous assessment of the processes, issue & risk assessment, documentation, and mitigation plans Serving as initial point of escalation for FP&A, AUM, or Finance application support issues identified by key stakeholders Ensuring strong internal controls are implemented and executed Embracing a continuous improvement mindset to drive processes forward through enhanced automation and simplification; focus on value-add activities Gaining detailed understanding of processes within your scope to challenge current methodologies and implement value-add process changes Ensuring process documentation is up to date, including Standard Operating Procedures and Process Maps Ensuring service level agreements are met and identify mitigation plans when required Training and working with the team to upskill the team and resolve issues. Building strong partnerships with Global Finance Stakeholders Participating in special projects as required by Finance leadership including Regional CFOs, Chief Accounting Officer, Heads of FP&A, Regional Controllers, or Head of Finance GBS, including but not limited to strategic initiatives and software implementations Performing periodic skillset/ fit gap assessments; building bench strength and succession plans for self and team Collaborating with cross functional teams (corporate accounting, technology, R2R, O2C, P2P, tax, etc.), onshore counterparts and business stakeholders for issue resolution and seamless operations. Reviewing FP&A metrics and dashboards Manage transitions of the process, Onsite & remote Focus on people & team management, guiding for success, regularly connecting with team, issue goals, design career progression plans, fulfill training needs of all members, mentor & Coach, and conflict management The Skills You need Experience leading, growing and developing a team Strong analytical and critical thinking skills Ability to sort and analyze data in multiple dimensional views Ability to analyze financials leveraging tools/capabilities like Alteryx etc. and Data visualization tools like Tableau and/or Power BI Structured, disciplined approach to work with attention to detail Ability to work under pressure to meet tight deadlines and flexible to deliver amid uncertainty (e.g., imperfect data, loosely defined concepts, changing priorities) Multi-tasker and self-motivated; works well with minimal or no supervision Positive team player with strong verbal, written, and interpersonal communication skills Excellent organizational skills; manages multiple priorities alongside daily tasks Strong analytical and reporting abilities; applies critical thinking and sound judgment Eager to learn and mentor within the technical domain.Adaptable to global, multicultural environmentsAbility to work within a matrixed reporting structure Academic Requirements Postgraduate in Finance / MBA Finance from Tier 1 colleges preferred. FPA certified / Fintech education will be an added advantage Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model 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

Copenhagen Infrastructure Service Company (CISC) - a company working exclusively for the global fund management company Copenhagen Infrastructure Partners (CIP), is currently looking for a Finance Associate to join the team in India.The roleCIP has outlined significant plans for expansion both worldwide and specifically in the Asia Pacific region in the next few years. CIP expects to have EUR 100bn under management by 2030 making it one of the largest renewable infrastructure funds in the world. CIP s Flagship Fund, Energy Transition Fund, and New Markets Fund have identified several potential offshore/onshore winds, battery, onshore solar, hybrid, PtX projects in KR, JP, TW, AU, NZ, CN, VN, ID, and IN for development, construction and operation.You will have a dual reporting line, being responsible to both the Finance Director and the Senior Manager of FP&A APAC, granting you a role within a forward-moving and progressive team. In this role, you will support the CIP investment funds and investment management team, handling reporting and workstreams throughout the lifecycle of renewable investments. This includes transactions such as project financing/re-financing, divestments, and risk management.Your contributions to the team in charge of financial modeling and forecasting for CISC APACs investments will be invaluable. Your tasks will include providing financial analysis, valuation, decision support, participating in performance management, and reporting for the investments and funds managed by CIP. Furthermore, you will participate in ad hoc analysis on e.g. power markets, hedging strategies, currency swaps, and other financial products.Responsibilities will further consist of but not be limited to Developing and maintaining complex financial models for both upcoming and existing assets Reporting on quarterly valuation and investment returns Providing robust and detailed analysis and support to the CIP partner and investment management team responsible for the investments Delivering ad hoc analysis of investments and development projects helping pinpoint opportunities and risks Providing high-quality financial analysis and PowerPoint presentations to support informed management decisions Other ad hoc tasks, including participation in refinancing and divestment processesMain stakeholders: Finance Manager APAC Finance Director Sr. Manager of FP&A, APAC Investment TeamYou We are looking for you who have completed your bachelor s degree in Accounting, Finance, Business, Economics, or a related field. You should have 2-5 years of experience in operational finance, audit, and controlling in a dynamic, fast-paced multinational environment. Solid valuation and financial modeling knowledge and experience from a private equity firm, consulting, or multinational corporation are required. Other relevant educational qualifications with the right work experience will also be considered.We look for the following in a candidate Highly skilled in numerical analysis and demonstrates acute attention to detail High proficiency and experience with Excel and PowerPoint Ability to prioritize and coordinate tasks efficiently ensuring all deadlines are being met Capable of delivering quality results when faced with stringent deadlines Proficient in written and spoken English communication Desire to work in an international, fast-paced environment Familiarity with renewable energy endeavors can be beneficial The process Please apply online as soon as possible as applications will be processed on an ongoing basis. For . We do not include CVs and Cover Letters sent by email. As we continue to improve our candidate experience, diversity and avoid unconscious bias, please avoid having a photo in your CV. We commit to an inclusive recruitment process and equality for all applicants. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations and ownership. CISC s commitment to diversity and inclusion CISC is committed to securing a diverse and inclusive work environment where everyone feels respected and heard. A diverse workforce allows CISC to achieve results through different approaches and solutions to task execution and problem solving. We want all our employees to have equal opportunities for personal growth and career opportunities regardless of age, gender, sexual orientation, disability, religion, nationality, and ethnicity. --- Copenhagen Infrastructure Service Company CISC is a service company working exclusively for Copenhagen Infrastructure Partners (CIP). CISC is owned by the funds managed by CIP with the purpose of delivering best-in-class services to the growing portfolio of renewable assets. We engage in the energy transition through specialist services, project development and value creation with trusted third-party suppliers. Our core focus is conducting due-diligence, development, construction, and operations of renewable assets, and we deliver a range of services within technical, commercial, and financial management, compliance, tax, legal, transaction and ESG. We provide global support and a local presence in our key markets, and our teams are continuously delivering and developing services that are tailored to our wide range of projects - from offshore and onshore wind, solar and battery energy storage systems, to advanced bioenergy assets. For more information, please visit cisc.dk .

COMPANY PROFILE Greenland Investment Management is a Mumbai headquartered global hedge fund manager managing assets in excess of USD 1 billion. We manage one of the fifteen largest dedicated commodity hedge funds globally. We specialize in cross-market arbitrage strategies across commodities and currencies, investing globally across 40+ markets. We employ a purely quantitative approach using our proprietary big-data research systems to systematically create consistent alpha generating strategies. Our extensive network of globally connected exchange co-located servers along with our low latency trading platform allow us to algorithmically capture these market inefficiencies across asset classes. Job Overview: Preparing Monthly/Quarterly/Annually/Ad hoc Investor communication letters. Preparing/Updating Investor Decks, Pitch Book. DDQs and other investor communications Updating various External investor databases Liaising with Administrator and Internal team to service Investor queries and updating KYC Handling Subscription/Redemption process Preparing/Maintaining various Internal MIS for Management Reporting Preparing/Updating/Maintaining Internal Investor Databases Handing Investor Queries Requirements: Post graduates with 4-6 years experience Excellent communication skills in written & verbal. Should be well experienced in investor relations & wealth management Available to join us within 30-60 days maximum. Location: Worli, Mumbai

Job Description: Senior Manager/ AVP - Wholesale Risk About Credit Saison : Established in 2019, CS India is one of the country s fastest growing Non-Bank Financial Company (NBFC) lenders, with verticals in wholesale, direct lending and tech-enabled partnerships with Non-Bank Financial Companies (NBFCs) and fintech s. Its tech-enabled model coupled with underwriting capability facilitates lending at scale, meeting India s huge gap for credit, especially with underserved and under penetrated segments of the population. Credit Saison India is committed to growing as a lender and evolving its offerings in India for the long-term for MSMEs, households, individuals and more. CS India is registered with the Reserve Bank of India (RBI) and has an AAA rating from CRISIL (a subsidiary of S&P Global) and CARE Ratings. Currently, CS India has a branch network of 45 physical offices, 1.2 million active loans, an AUM of over US$1.5B and an employee base of about 1,000 people. Credit Saison India (CS India) is part of Saison International, a global financial company with a mission to bring people, partners and technology together, creating resilient and innovative financial solutions for positive impact. Credit Saison Co., Ltd. ( ) is a leading Japanese financial services company, founded in 1951 and headquartered in Tokyo. As the 3rd largest credit card issuer in Japan, Credit Saison boasts over 35 million cardholders. The company operates across five main segments: Payments (B2C): Offering a variety of payment services, including credit and prepaid cards, and smartphone-based payments. Payments (B2B): Providing credit cards and other payment services to businesses, enhancing cash flow and back-office efficiency. Finance: Offering financial products for home purchases, rentals, and leases. Global Business: Delivering digitalized and localized financial services to underserved communities in Southeast Asia, India, and Latin America. Asset Management: Providing asset management services tailored to business operators capital investment plans. Saison International serves as the international headquarters and global business arm of Credit Saison and plays a key role in connecting its subsidiaries. Established in 2014, Saison International operates in Southeast Asia, India, and Latin America, partnering with local non-bank financial institutions and FinTech companies to manage a lending business for individuals and MSMEs. This includes Onshore subsidiaries engaged in wholesale lending in Brazil and Mexico. An offshore wholesale lending business based out of Singapore (Saison Investment Management Pte Ltd). A non-bank finance company in India engaged in both retail and wholesale lending. Associates engaged in retail and wholesale lending in southeast Asian countries such as Indonesia and Vietnam. In addition to its lending business, Saison International also engages in Investment activities, including venture capital. Saison International has been the key driver of growth for Credit Saison, notably establishing a US$ 2bn lending business in India in the last 5 years. Saison International forms the core of the groups future growth strategy. 2. About the Role: This role is in the risk management team of Saison International. The candidate will be based out of Bangalore office, India. As a Risk Manager at Saison International, you will be responsible for overseeing all types of risk, including credit risk, market risk, liquidity risk, and operational risk. You will play a crucial role in establishing and maintaining a robust risk management framework as the risk team is being set up, with a focus on lending entities outside India. Your key responsibilities will include: Risk Oversight and Management Credit Risk: Assess and manage the credit risk associated with lending activities. Develop credit risk models and frameworks to evaluate the creditworthiness of borrowers. Market Risk: Monitor and manage market risk exposures, including interest rate risk, foreign exchange risk, and other market-related risks. Implement strategies to mitigate these risks. Liquidity Risk: Ensure adequate liquidity management by monitoring cash flow positions and liquidity ratios. Develop contingency funding plans to address potential liquidity shortfalls. Operational Risk: Identify, assess, and mitigate operational risks across the organization. Implement risk controls and procedures to minimize operational disruptions. Risk Capital Calculation and Stress Testing Risk Capital Calculation: Calculate risk capital requirements for various risk types, ensuring compliance with regulatory and internal capital adequacy standards. Stress Testing: Perform stress tests to evaluate the impact of adverse scenarios on the organizations risk profile. Develop stress testing models and methodologies to assess the resilience of the business. Policy Maintenance and Development Policy Maintenance: Maintain and update risk management policies and procedures to ensure they are aligned with industry best practices and regulatory requirements. Policy Development: Develop new risk management policies and frameworks from scratch, tailored to the specific needs of Saison International. Risk Reporting and Communication Risk Reports: Develop and create comprehensive risk reports for the Risk Management Committee, senior management, and other stakeholders. Ensure timely and accurate reporting of risk exposures and mitigation measures. Strategic Risk Management: The candidate will provide strategic insights and recommendations to senior management, helping to shape the overall risk management strategy. This includes staying updated on market trends, regulatory changes, and emerging risks. Audit Preparation: Prepare for and face internal and external audits. Ensure all risk management practices and documentation are audit-ready and comply with regulatory standards. Team Development and Collaboration Knowledge sharing and Guidance: The Risk Manager will also play a role in guiding and sharing risk expertise across the various subsidiaries of Saison International . This includes sharing best practices, providing training, and fostering a culture of continuous improvement in risk management practices. Collaboration: Work closely with other departments, including finance, operations, and compliance, to ensure a holistic approach to risk management. Foster a culture of risk awareness across the organization. Continuous Improvement Risk Framework Enhancement: Continuously improve the risk management framework by incorporating new risk assessment tools, technologies, and methodologies. Training and Development: Stay updated on industry trends and best practices in risk management. Participate in relevant training and development programs to enhance your skills and knowledge. Other aspects Geographical Scope: The role covers all the lending subsidiaries of Saison International primarily focusing on Southeast Asia, Brazil and Mexico. This global exposure provides a diverse and dynamic work environment. Travel Requirements: The position may involv for site visits to new deals. These visits are essential for conducting thorough risk assessments and typically last around three days. The candidate should be prepared for travel as part of their responsibilities (~25% in first year, business dependent after that). 3. Leadership Accountabilities Lead risk assessment and management for Saison International. Collaborate with the business teams and risk teams across subsidiaries to ensure comprehensive risk evaluation. Provide strategic risk insights and recommendations to senior management. Oversee the preparation and review of risk reports to risk management committee. Ensure effective monitoring and reporting of risk factors across risk typ[es. Knowledge sharing and oversight of risk teams across subsidiaries. 4. Qualifications At least 5 years of experience in credit risk management at banks, non banking financial institutions or management consulting companies. Knowledge and experience of developing stress testing frameworks and risk capital assessment. A business degree or certifications such as CFA or FRM. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. 5. Why Join Us? Opportunity to join a fast-growing team within a large and stable Japanese company. Exposure to global markets and diverse geographies. Exposure to all risk types leading to well-rounded risk profile. Chance to be part of the journey of building risk framework for a global company. Chance to work on impactful projects that promote financial inclusion. Collaborative and innovative work environment. Competitive compensation and benefits package. Job Description: Senior Manager/ AVP - Wholesale Risk About Credit Saison :Established in 2019, CS India is one of the country s fastest growing Non-Bank Financial Company (NBFC) lenders, with vertica...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments Location: Trivendrum, Delhi, Vadodra, Pune,Bengaluru,Chennai,Surat,Mumbai,Hyderabad,Ahmedabad,Kolkata

The Regulatory Reporting Analyst is responsible for the processing and submission of daily EMIR, MiFID, SFTR and SIX Swiss reporting ("Trade Transaction Reporting") to regulators. In addition to BAU reporting the Analyst is responsible for quality assurance of data, analysis and resolution of non-standard exceptions, queries and issues raised by clients and internal teams, and providing expert input regarding Trade Transaction regulations. The role is for an analyst experienced in reporting, competent at analyzing and interpreting reporting requirements and prioritizing a demanding and diverse workload. Key Responsibilities Produce daily reporting to agreed timescales for regulatory Trade Transaction Reporting for asset management entities across the Ameriprise Financial, Inc. group of companies. Ensure that all regulatory reporting is performed to the highest quality and in line with the Regulatory Reporting Standards. Produce monthly, quarterly and occasional ad-hoc reporting to agreed timescales for all ECRR Reporting across the Ameriprise Financial, Inc. group of companies. Ensure that all regulatory reporting is performed to the highest quality and in line with the Regulatory Reporting Standards. Develop and maintain Subject Matter Expertise in the following areas of regulatory reporting as defined in the annual goal setting and review process (EMIR ; MiFID Trade Reporting ; MiFID Transaction Reporting ; SFTR reporting ;SIX Swiss Reporting). Expertise should include Columbia Threadneedle Investments daily BAU processes and systems used (Aladdin / DTCC / SIX Swiss / TRAX / Unavista); understanding and interpretation of the regulatory requirements for Columbia Threadneedle Investments and their clients; ability to produce scheduled and ad hoc Trade Transaction MI for internal and external stakeholders. Independently resolve complex queries from internal and external stakeholders. Present findings effectively and provide solutions to any issues or risks identified. Research, monitor and assess the impact of business changes (e. g. corporate entity change; new instrument types; new products; new clients) and regulatory change (e. g. new types of trade and transactions reporting to Columbia Threadneedle Investments; mandated change such as EMIR refit and FCA divergence from ESMA standards; notifications from Regulatory Change, GCO or Distribution ; industry groups and publications) on selected areas of regulatory reporting. Research, monitor and assess the impact of business changes (e. g. corporate entity change, new instrument types, new products, new clients) and regulatory change (e. g. FinDatEx revisions ; notifications from Regulatory Change, GCO or Distribution ; industry groups and publications) on selected areas of regulatory reporting. Ensure the process for end-to-end delivery of selected areas of regulatory reporting (including content supplied by other teams to the Regulatory Reporting team) is robust and controlled. Maintain Operating Model documentation, process, procedure risk and control documentation and KPIs to support this. Contribute towards further streamlining of and risk mitigation of regulatory reporting processes. Required Qualifications Experience of Trade Transaction Reporting as defined in the Job Purpose Section A self-starter - motivated and able to act on own initiative. Enthusiastic. Approachable and able to work with people at all levels in the organisation. A team player: able to motivate contribute to and or lead effective teams. Inquisitive, with good logical, analytical, and diagnostic skills. Pro-active, owns and resolves issues; has a strong attention to detail. Able to deliver to tight deadlines, whilst maintaining quality. Good working knowledge of the Microsoft Office suite. Strong understanding of regulations and direct experience of monitoring and disclosure processes. Good understanding of instruments (equities, fixed income and derivatives) and products (OEICs, Life/Pension Funds, Hedge Funds) Meticulous eye for detail (e. g. for quality checking reporting, reading regulations). Good interpersonal and communication skills, both verbal and written. Able to manage a variable workload with a variety of deadlines. Preferred Qualifications IMC or similar qualification. A sound knowledge of Investment Management processes Degree qualified or equivalent Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Full-Time/Part-Time Timings (2:00p-10:30p) India Business Unit AWMPO AWMPS Presidents Office Job Family Group

The Regulatory Reporting Lead is responsible for the processing and submission of daily EMIR, MiFID, SFTR and SIX Swiss reporting ("Trade Transaction Reporting") to regulators. In addition to BAU reporting the Analyst is responsible for quality assurance of data, analysis and resolution of non-standard exceptions, queries and issues raised by clients and internal teams, and providing expert input regarding Trade Transaction regulations. The role is for an experienced lead in reporting, competent at analyzing and interpreting reporting requirements and prioritizing a demanding and diverse workload. Key Responsibilities Produce daily reporting to agreed timescales for regulatory Trade Transaction Reporting for asset management entities across the Ameriprise Financial, Inc. group of companies. Ensure that all regulatory reporting is performed to the highest quality and in line with the Regulatory Reporting Standards. Produce monthly, quarterly and occasional ad-hoc reporting to agreed timescales for all ECRR Reporting across the Ameriprise Financial, Inc. group of companies. Ensure that all regulatory reporting is performed to the highest quality and in line with the Regulatory Reporting Standards. Develop and maintain Subject Matter Expertise in the following areas of regulatory reporting as defined in the annual goal setting and review process (EMIR ; MiFID Trade Reporting ; MiFID Transaction Reporting ; SFTR reporting ;SIX Swiss Reporting, Industry standard templates published by FinDatEx ; use of CSS Groups Accudelta, Consensus and Silverfinch systems to produce and disseminate reporting ; German Financial Industry enhanced transparency requirements). Expertise should include Columbia Threadneedle Investments daily BAU processes and systems used (Aladdin / DTCC / SIX Swiss / TRAX / Unavista); understanding and interpretation of the regulatory requirements for Columbia Threadneedle Investments and their clients; ability to produce scheduled and ad hoc Trade Transaction MI for internal and external stakeholders. Independently resolve complex queries from internal and external stakeholders. Present findings effectively and provide solutions to any issues or risks identified. Research, monitor and assess the impact of business changes (e. g. corporate entity change; new instrument types; new products; new clients) and regulatory change (e. g. new types of trade and transactions reporting to Columbia Threadneedle Investments; mandated change such as EMIR refit and FCA divergence from ESMA standards; notifications from Regulatory Change, GCO or Distribution ; industry groups and publications) on selected areas of regulatory reporting. Deputies for Trade Transaction Team Leader and provide expert input to selected internal meetings and forums. Act as primary point of contact for Trade Transaction Reporting in the Team Leaders absence. Ensure the process for end-to-end delivery of selected areas of regulatory reporting (including content supplied by other teams to the Regulatory Reporting team) is robust and controlled. Maintain Operating Model documentation, process, procedure risk and control documentation and KPIs to support this. Contribute towards further streamlining of and risk mitigation of regulatory reporting processes. Required Qualifications Experience of Trade Transaction Reporting as defined in the Job Purpose Section A self-starter - motivated and able to act on own initiative. Enthusiastic. Approachable and able to work with people at all levels in the organization. A team player: able to motivate contribute to and or lead effective teams. Inquisitive, with good logical, analytical, and diagnostic skills. Pro-active, owns and resolves issues; has a strong attention to detail. Able to deliver to tight deadlines, whilst maintaining quality. Good working knowledge of the Microsoft Office suite. Strong understanding of regulations and direct experience of monitoring and disclosure processes. Good understanding of instruments (equities, fixed income and derivatives) and products (OEICs, Life/Pension Funds, Hedge Funds) Meticulous eye for detail (e. g. for quality checking reporting, reading regulations). Good interpersonal and communication skills, both verbal and written. Able to manage a variable workload with a variety of deadlines. Preferred Qualifications IMC or similar qualification. A sound knowledge of Investment Management processes Degree qualified or equivalent Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Full-Time/Part-Time Timings (2:00p-10:30p) India Business Unit AWMPO AWMPS Presidents Office Job Family Group Mutual Fund Operations

Position: Relationship Manager/TL-CEC /Institutional Sales Location: Delhi, Ludhiana, Kolkata Exp: 4 + Years Education: MBA Job Responsibilities: 8+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing UHNI Clients, with in depth knowledge of Mutual Funds Market. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets. To up sell company Mutual funds products to UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele . Acquisition of UHNI clients and ensure regular contact with all mapped clients through regular calls. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling. Profiling customers and provide financial products to meet customer needs.

Ability to initiate, nurture and close discussions with various investors, e.g., NBFCs, Banks, Family offices etc. for supply of capital on Recur platform Good Grasp over various financial concepts like Direct assignment, NBFC funding, PTC, Loan syndication, Cash flow backed financing, Balance sheet-based financing, working capital; Term loans, security structures etc. Identify and contact decision-makers in new investors to forge a partnership for capitalsupply on Recur platform Represent Recur Club while engaging with new Investors, educating and optimizing for value and brand awareness Partner with other teams to provide market intelligence that enables better decision-making in strategic areas like product development, product improvement, market strategy among other things Requirements: 2+ years of experience in NBFC fundraising, debtsyndication and having contacts across NBFCs/ Financial institutions CA/MBA or both Entrepreneurial spirit, hunger for knowledge and passion for creating value for the Organization Ability to persuade, lead and confidently handle objections and resolve investor queries Proactively seek new business opportunities and thrive in the startup ecosystem