1553 Investment Management Jobs - Page 5

Assistant Manager Transport Account Management Work Dynamics (region/country) What this job involves: Being a forerunner of quality transport service Reporting to the facilities manager, you will be at the helm of all things related to transport network. In essence, you will provide uninterrupted transport service to our clients. Youll do this by ensuring that our fleet is available and on-the-go 24/7. Youll also see to it that backup plans are in place should the need arise. In addition, youll serve as the single point of contact for all transport network-related issues in the clients site. Youll also be in close contact with our clients to better understand their needs, and to develop specific and efficient transport procedures that incur savings in the process. As the go-to person, youll be in charge of ensuring regular vendor meetings and connect sessions. Youll also be on top of trainings, records and incident reports. Ensuring complete adherence to the Companys audit procedures is also under your mandate. Bringing the team together to deliver the goods Does teamwork come naturally to you If so, youre on the right path, as part of your scope is to promote collaboration to achieve our targets. As the person in charge, youll be on top of workload assignmentmaking sure that responsibilities are delegated to the right team member. Likewise, youll carry out regular meetings to update the team on processes, leaves, and back up plans in place. Youll also conduct one-on-one catch-up session with each team member to keep them up to speed on their scope of work, conduct, and career development. Making massive progress across the board Handling a senior role and a team of experts, theres no other way but up. In this role, youll ensure that progress is constant by sourcing and developing opportunities for the growth of a given account. Likewise, youll encourage team members to participate in trainings. Also part of your scope is to make sure that the project meets its financial targets. Youll do this by ensuring that monthly accruals are sent on time, and that costs are appropriately calculated and presented to the client. Youll also see to it that invoices are processed within the target date. Sound like you To apply you need to have: A customer-service orientation at the core At JLL, we take pride in our roster of talented experts and innovators in the fieldand we want you to be a part of our global family. If you are a seasoned leader who could easily adapt to a rapidly changing work environment, then you have what it takes to take on this senior role. At the core, the ideal candidate is a customer-centric individual with a flair for vendor management and customer service. Likewise, you must also possess strong planning and organisational skills, as well as exceptional written and oral communication skills. Being professional and possessing a positive attitude at all times may also help you land this job.

Assistant Finance Manager Account Management Work Dynamics (region/country) What this job involves: Keeping our budget in check Are you a financial expert who lives and breathes numbers Working with the Finance Manager, youll keep a watchful eye on facility budget and vendor invoices, communicate with key facility personnel and provide approvals when needed. Youll also team up with finance teams across all facilities during quarterly and annual budget forecasting. Likewise, youll monitor all monthly bills and see to it that they are submitted and reimbursed to the subcontractors within the agreed timeline. Youll also be the go-to person for all quarterly purchase orderscovering all our bases from raising orders to obtaining necessary approval. In addition, youll follow up with appropriate costs centres to recover costs. Beating report deadlines Another important facet of the role is generating reports, and the ideal candidate must be equipped with superior management skills to ensure the accuracy and timely submission of requests, reports and analysis, and business cases. On top of these, youll closely monitor vendor contracts and renewals, and ensure that we meet all legal parameters for our clients. Upholding the JLL standard Over the years, JLL has become synonymous with industry excellenceand this role calls for the same level of dedication and teamwork to uphold this image. To do this, the ideal candidate will build good working relationships across teams to ensure that we meet our clients needs. Likewise, youll take charge of the head count deployment on all our sub-contractors in India, and see to it that all facilities across the country have sufficient manpower. Addressing all management queries will also be part of your mandate. Sound like you To apply you need to be: A bonafide finance expert As with other senior roles, this job calls for seasoned professionals who can deliver excellent results. Were looking for candidates with a degree in commerce and finance with at least four years experience in business finance management. An MBA degree or a certification as a chartered accountant are also a big plus. An influential leader JLLs continued success hinges on collaboration and outstanding work ethicstwo core values that may come in handy when working with people across ranks and responsibilities. As the person in charge, youll influence and promote open, constructive and collaborative relationships with your superiors, colleagues, subordinates, and most important, your clients. On-site Hyderabad, TS

Project Engineer-Civil Project and Development Services What this job involves: Pillar of the team Working closely with either the project manager or the senior project manager (or both), youll play a pivotal role in driving project success. Youll take ownership of small projects, and provide a boost to the major ones. Being one of the leaders at the helm, youll explore ways to bring out the best in your team by walking the talk when it comes to ensuring optimal outcomes for all stakeholders. Likewise, youre in charge of the organisational structure for each project, making sure that all reporting, communication and working procedures are streamlined, and that every project has clear objectives in place. Building strong client relationships We live and breathe client satisfaction. Thus, we need someone who share the same passion and dedication. Youll maintain a strong and positive relationship with our clients by identifying their needs, requirements and constraints. Upholding excellence in project delivery For over 200 years, JLL has become synonymous with project successyou will help continue this history of excellence. Youll manage professional consultants necessary for the design and documentation of the project, as well as carry out contract administration of all vendors professionally and in accordance with legal requirements to protect commercial interests of client and JLL. You will also help identify project risks and implement measures to mitigate them. Furthermore, you will create project-related reports, analyses and reviews. Sound like you To apply you need to be: An expert in the field Do you have a degree or diploma in any property-related discipline How about at least 8 to 10 years of experience in Planning, documentation, design, construction or project management If yes, were keen to discuss with you. An empowering colleague In this role, youll work with people of different ranks and responsibilitiesthat is why the ideal candidate is expected to promote open, constructive and collaborative relations with superiors, subordinates, peers and clients. Likewise, youll strive to gain the respect of JLL staff, clients and the broader business community.

What this job involves You will be in charge of the entire bouquet of Property Management Services provided at the site. Your role will be to ensure smooth operations at the facility/site by enhancing efficiency using innovation and technology. Your role will encompass and not be limited to: Ensuring manpower at the site is enabled to face challenges by guiding, grooming, developing and supporting them as and when required. Formulating suitable budgeting controls and Monitoring SLAs & KPIs for JLL and outsourced agencies towards effective service deliverance. Maintaining service level agreements and keeping performance indicator scores above excellence. Ensuring timely renewal of the agreement, submission of invoices and follow-ups for the payments. Overseeing all vendor quotations and invoices. Ensure proper signoffs for attendance and all the required details for cost sheet submission. Ensuring timely submission of client approved cost sheet to JLL office and following up for the invoice. Ensuring Accuracy of billing information. Manpower planning for the site (playing a major role in their hiring process etc.) Conducting daily site rounds to ensure proper maintenance of all structures/ building facilities and services are carried out. Ensure proper teamwork for all the facilities. Assisting client SPOC in creating the annual budget for site operations and formulating strategies for effective management. Reviewing and ensuring data (hard and soft copy)/ e-mails/ client files are updated. Dealing with occupants queries in verbal/ written form. Ensuring robust complaint management process is in place and is followed meticulously Communicating and circulating information to occupants authorities on operational complications. Ensuring health and life safety regulations/ manuals are adhered on site All risk assessment recommendations are implemented and enforced for compliances. Creating business continuity plans. Resolving emergency maintenance matters with urgency. Maintaining exemplary relationship management with projects, consultants, contractors, govt. authorities, statutory agencies for ease and smooth operations and maintenance of the property. Creating and submitting the daily management report (DMR) and the monthly management reports (MMR). Coordinate and maintain the as-built drawing and transition document library. Work closely with the regional RO / HO / SME/ Training teams and ensure closures of all required reports. Facilitate the services under the Slogan No Safety No Work. Site dynamics: Work Schedule: Site team: e.g.: Property Manager Other details if any Reporting: You will be reporting to Operation Manager. Sound like you Here is what were looking for: Being Analytical and Meticulous Understanding and managing people dynamics is core to your role. You must have a keen eye for detail and have excellent problem-solving skills Qualifications You will have a Degree / Diploma in Electrical/Mechanical /Civil /Marine Engineering OR equivalent, with min 7 to 8 years of work experience in Facility Industry /Real Estate/ Hotel or Construction Industry. For residential sites candidates with residential experience will be preferred.

What this job involves: What this job involves Responsible for the preparation of financial statements for a portfolio of properties, including General Ledger month-end close, actual to budget variance review, cash management, audits, bank reconciliations, spreadsheet preparation, and acquiring a working knowledge of real estate accounting software. Archive all related documentation for audit purposes Process vendor payment as per account schedule and strictly adhere to Jones Lang LaSalles payment authorization process. Work with the account team to complete manual journal postings before monthly closing Prepare timely and accurate monthly property financial statements for property portfolio by deadlines established within Client Accounting Services and by external Client. Prepare additional schedules, which are required to support account balances or are specifically required by owners. Provide JDE finance support to site staff & account team via emails or phone calls. Submit financial statements and work papers in reviewable form (including documentation) and within the proper time frame for review Responsible for cash management of assigned properties, which includes the review of clients bank statements, having deposits applied against tenants. Insure that all bank statements are reconciled on a timely basis and follow-up on all outstanding checks and reconciling items monthly Responsible for arranging monthly funding from clients to accommodate payments and/or distribution to client Assume responsibility for the coordination and organization of year-end audit work and preparation of supporting schedules. Maintain a working knowledge of mortgage agreements and management agreements for assigned properties. Sound s like you To apply , you need to have : Employee Specification s Strong Finance background, Commerce graduate or Post Graduate/CA Inter is preferred. Minimum 6-7 years of Operational/General ledger accounting and Finance experience including Profit & loss analysis, Balance sheet overview, experience in real estate accounting is a plus Strong analytical skills with an attention to detail logical thinking and carry a positive attitude to develop solutions quickly Impactful communication (written and verbal) to interact with clients and strong interpersonal skills Demonstrated consistency in values, principles and work ethics Working knowledge of MS office (MS word, excel, PowerPoint, outlook) required Performance Objectives Works within established procedures with a moderate degree of supervision Identifies the problem and all relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions

Key Responsibilities and Accountabilities Layout the project plan and maintain project tracker on the initiatives to improve Employee Experience by evaluating the feedbacks in partnership with Transport operation team. Support & collate data and analyze & summarize findings for thematic presentations for Transport leadership w.r.t feedbacks received. Support the transport operations team with periodic review & justifications about the Employee feedbacks. Define and implement KPIs to monitor and manage the Leadership Travel experience. Define and implement KPIs to monitor the overall car rental transport function. Set up process and control mechanisms for bulk visitors travel, take the stakeholder feedback and have a corresponding action plan across all locations to provide a standardized experience keeping all stake-holders updated on city-wise nuances. Develop and upgrade the process documents covering all activities of Car rental/ Leadership travel and bulk visitor travel. Collaborate & support the key stakeholder of the operations team during crisis events. Qualifications and skills Graduate Degree with a Hospitality background is preferred. Sufficient post qualification domain experience in customer facing role / management reporting function. Strong interpersonal skills, goodcommunication skills with the ability to interact with all levels of staff and Senior Management. Ability to adapt, follow tight deadlines, organize, and prioritize work and deliver results quickly. Ability to work as part of a team in a multi-discipline environment and in a matrix organization. Self-starter able to prioritize key tasks effectively. Experience in cross-functional teams e.g. across change management, business and 3rd party vendors. Strong analytical skills with the ability to understand business functions and processes swiftly. Intermediate or advanced level in all MS office applications including MS Visio, PowerPoint, and Excel

Duties & Responsibilities What this job involves Lead the JLL Management team in the delivery of Facility Management Services with respect to F&B Operations of Hyderabad JLL Managed sites Ensure that the services are delivered in line with the Contractual commitments, HOCO of CTS and within budgets. Conduct competence testing of team and identify suitable trainings Carry out comparative analysis and make recommendations to Client on the most appropriate subcontractors. Develop Service Level Agreements and assist the JLL procurement department in closing Service Level Agreements between JLL and its Vendors. Evaluate the team deployed by Vendors on site to ensure correct level and scale of resources. Assess Service Levels and Performance Indicators with the Client representative and define the mechanism to assess the performance levels of various subcontractors. Assess performance of the subcontractors based on performance assessment criteria as agreed jointly between Client, JLL, and its subcontractors. Ensure Compliance of Minimum Wages acts for payments and statutory compliance through specialist professionals., base kitchen audits Advise on future year budgets as and when requested for. Maintain all records related to the performance of Facility Management operations on F&B Operations Ensuring that the subcontractors are meeting their commitments on scheduled delivery of trainings. Ensure that the subcontractors have a planned, structured and solution based approach to the delivery of maintenance services. Analyze call outs to understand trends; undertake strategic initiatives to minimize the same. Scheduled cross feedback from subcontractors and staff on our process to improve services level & satisfaction in organization. Train team members on all Quality policies & procedures. Audit sub-contractors on quality of materials & upkeep of the site. Review the performance of JLL Staffs and conduct performance appraisals from time to time. Interface with the JLLs HR department and the Operations Manager and make recommendations for the future trainings given to the site facility management team. Prepare and review the activities on a monthly basis and update the same to JLL Campus Manager / Account Director. Analyze call outs to understand trends; undertake strategic initiatives to minimize the same. Liaison with the client Finance team Interface with client and JLL Finance department to raise Client billing / invoicing and follow up with the client representatives for the payments. Develop MIS reports for JLLs Management team and necessary client reporting. Duties are in accordance with the Scope of Work & include: General Administration & Management. Team management including Vendor team (onsite personnel). Prepare, submit and review Monthly Report to the Client. Preparation and submission of management reports/analysis as and when required by client Assistance to for preparation of Annual Budget Formulation and implementation of Policies & Procedures Including Annual Update of Operations Manual Operational Risk Management Update and implement Emergency Response plan; drills etc as required After office hours Facilities assistance response Operational Audits and Compliance. Escalation of Incidents/Problems Performance objectives Meet or exceed best practice in provision of services through contracts Establishment and adherence to policies & procedures, compliance deadlines for each of the tasks as advised by the Operation Manager. Effective management of the team Key skills Manager will have responsibility for the management of a wide range of issues, from strategic Contracts management to input on day-to-day operations. Manager will be highly familiar with the service structure, including responses to requests for assistance on Facilities F&B Operational issues from Client staff and arrangements pertaining to all operating expenditures. Well-groomed and presentable all the time. Good communication Skills.

Objectives Key Results Events Management - Plan and finalize event dates - Event successfully conducted as per schedule - Coordinate event preparation - Agenda executed smoothly - Drive employee engagement - Effective communication (posters, invites, MC prep) - Vendor coordination and employee participation ensured - Photo documentation and hosting completed Snow Ticket Management - Monitor and follow up on pending tickets - Timely updates on pending tickets - Track assigned and in-progress tickets - Ensure proper ticket allocation (Transport, Benefits, Maintenance, Events & Services) - Close assigned tickets - Follow up with team for closure timelines - Personally close assigned tickets - Avoid resolution delays Non-HK Store & Inventory Management - Oversee Non-HK store operations - Maintain accurate in/out inventory tracking for all Non-HK stores - Manage inventory records - Ensure completeness and accountability in inventory records Vendor & Employee Relations - Coordinate with event visitors - Handling vistors - Welcome and onboard new employees - Distribute welcome kits (cards, bands, chocolates) to new joiners Visitors/Employee Management - Handle bordline calls - Handle incoming boardline calls and direct clients/employees - Manage visitor formalities and host notifications - Guide visitors through pass policy and inform hosts - Support event visitors in groups - Ensure quality service for event visitor groups - Attend and guide new joiners - Distribute welcome kits and orient new joiners - Maintain effective interactions with clients and employees - Assist with app/lunch info - Serve as go-to contact for new joiner queries Slack Communication - Monitor and manage Slack communication channel - Monitor Slack channel for requests/messages - Respond to or escalate queries appropriately - Ensure prompt, clear communication

APM - Planning and Documentation BE Civil max 5 years of experience in residential and mix use commercial buildings Planning and Documentation Key Responsibilities: Assist in developing, updating, and maintaining detailed project schedules (Primavera/MS Project). Monitor project progress against baseline and report variances. Prepare look-ahead schedules, resource loading charts, and tracking sheets. Coordinate with engineering, procurement, execution, and contractors to gather input and update schedules. Support Planning Manager in preparing progress reports, dashboards, and recovery plans. Analyze delays and critical path; support in extension of time (EoT) claims if needed. Participate in weekly project review meetings and provide updates on schedule status. Track key project milestones and ensure alignment with client requirements and internal targets. Maintain planning documentation including WBS, scope definitions, and baseline plans. Support cost control, resource management, and procurement tracking activities. .

Key Responsibilities and Accountabilities Layout the project plan and maintain project tracker on the initiatives to improve Employee Experience by evaluating the feedbacks in partnership with Transport operation team. Support & collate data and analyze & summarize findings for thematic presentations for Transport leadership w.r.t feedbacks received. Support the transport operations team with periodic review & justifications about the Employee feedbacks. Define and implement KPIs to monitor and manage the Leadership Travel experience. Define and implement KPIs to monitor the overall car rental transport function. Set up process and control mechanisms for bulk visitors travel, take the stakeholder feedback and have a corresponding action plan across all locations to provide a standardized experience keeping all stake-holders updated on city-wise nuances. Develop and upgrade the process documents covering all activities of Car rental/ Leadership travel and bulk visitor travel. Collaborate & support the key stakeholder of the operations team during crisis events. Qualifications and skills Graduate Degree with a Hospitality background is preferred. Sufficient post qualification domain experience in customer facing role management reporting function. Strong interpersonal skills, goodcommunication skills with the ability to interact with all levels of staff and Senior Management. Ability to adapt, follow tight deadlines, organize, and prioritize work and deliver results quickly. Ability to work as part of a team in a multi-discipline environment and in a matrix organization. Self-starter able to prioritize key tasks effectively. Experience in cross-functional teams e.g. across change management, business and 3rd party vendors. Strong analytical skills with the ability to understand business functions and processes swiftly. Intermediate or advanced level in all MS office applications including MS Visio, PowerPoint, and Excel

Responsible for Submission of MIS & Reports as per SLA's to respective stakeholders Preparation and submission of Monthly MMR taking input from each department Adding Daily reports In DMR in Overview Tracking, Assigning, and Closures of PPM in evolution Imprest handling at site To coordinate with EM for maintaining various trackers maintained at the site. To coordinate with various section heads for following up for closing pending Complaints and preparing reports for the delay in closing. To maintain records of various communication with external bodies and monitor them for reminders on a case basis. Any other task/responsibility assigned by the management time to time Qualifications You will have a Degree / Diploma with a relevant educational background with min 2-3 years of work experience.

Maintaining records of ZBSA / TSA Account, funds sanctioned by BEE, monthly expenditure reports submission, utilization certificates maintenance, providing data/information to BEE, managing State Energy Conservation Funds, identifying sectors for pilot projects on Revolving Investment Fund (RIF) mode, facilitating energy efficiency demonstration projects, conducting EE financing committee meetings, proposing EE projects, promoting BEE's financing programmes, organizing awareness programmes, assisting in investment bazaars, and other tasks assigned by BEE & SDAs. This role requires a candidate with an MBA in finance, familiarity with ZBSA & TSA Accounts. The contract length is 12 months with a day shift schedule. The candidate should have a Master's degree and at least 1 year of experience in financial analysis. The work location is in person.,

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical mindset, a deep passion for investing, and is ultra-competitive in a positive team context. Key responsibilities include developing and implementing effective investment strategies, monitoring and managing investment risk, providing regular updates and reports on fund performance, and fostering strong relationships with clients and stakeholders. Additionally, you will conduct in-depth research on potential investment opportunities, industry sectors, and market conditions. This involves analyzing company and regulatory filings, competitor data, and interviewing management teams and industry experts. You will also build and maintain financial models to evaluate risks and returns, assist in due diligence efforts, and manage, mentor, and guide a team of research and data analysts. Qualifications for this role include a preference for educational credentials such as CA, CFA (US), or MBA (Finance), a minimum of 5 years of relevant work experience in Fund Management, advanced analytical and quantitative capabilities, a demonstrated interest in financial markets, high levels of curiosity and skepticism, excellent communication skills, dedication to the investment process, attention to detail, effective interpersonal skills, and a desire to work collaboratively. About Taurus Mutual Fund: Taurus Mutual Fund, one of the first private sector Mutual Funds registered with SEBI, recently celebrated 30 years of creating wealth for its investors. As an equity-only fund house, Taurus Mutual Fund focuses on strengthening its offerings through innovative schemes based on expertise, market knowledge, and research. With a commitment to excellence and innovation, the company aims to provide sustainable returns and long-term value for investors. Joining the dynamic team at Taurus Mutual Fund offers you the opportunity to contribute to its growth and success in the financial industry. The company's distribution network is supported by over 6000 business associates, establishing its presence across all demographics. For more information about Taurus Mutual Fund, visit their website at https://www.taurusmutualfund.com/.,

As a Treasury Manager in the Corporate Finance department of a Pharma/FMCG company based in Delhi, your primary responsibility will be to assist the Treasury Head in effectively managing various financial functions. Your role will involve overseeing cash flow, managing investments, handling forex and debt instruments, ensuring compliance with banking regulations, and optimizing treasury operations using digital tools. Your key responsibilities will include: Cash & Liquidity Management: - Prepare and maintain daily cash flow forecasts for optimal liquidity. - Analyze cash flow variances and provide recommendations for efficient fund allocation. Investment Management: - Identify, evaluate, and execute short-term and long-term investment opportunities in Mutual Funds, Fixed Deposits (FD), Inter-Corporate Deposits (ICD), Bonds, Commercial Papers (CP), and Certificates of Deposit (CD). - Ensure timely redemption and reinvestment in alignment with internal policies. - Assist in drafting and updating the internal Investment Policy and Control Framework. Borrowings & Debt Instruments: - Assist in sourcing and executing debt instruments such as Bank Loans, Debentures, Commercial Papers (CP), Packing Credit in Foreign Currency (PCFC), and Working Capital Demand Loans (WCDL). - Monitor and manage working capital limits and trade finance facilities across group entities. - Identify and implement refinancing opportunities to optimize the cost of capital. Banking & Compliance: - Manage banking relationships and ensure compliance with loan covenants, end-use declarations, periodic reporting, and other requirements. - Ensure timely processing and compliance of Banking Guarantees (BG), including tracking of open BGs and their closures. Forex Management: - Execute FX trades using spot, forwards, and options to hedge foreign currency exposure effectively. - Monitor macroeconomic and currency trends to provide advice on hedging strategies. Regulatory Reporting: - Ensure timely compliance with FEMA requirements, including reporting for Overseas Direct Investments (ODI), Foreign Direct Investment (FDI), and related activities. Treasury Operations & Audit: - Maintain all treasury-related documentation in a structured and auditable format. - Assist in internal and external audits related to treasury operations. Digital Tools & Analytics: - Support the implementation of dashboards and digital tools for real-time monitoring of investments, debt schedules, liquidity, and compliance status. - Prepare and share periodic reports and insights on treasury performance, interest rate outlook, and forex market trends with senior management and the Board. This role requires a professional with 5-8 years of experience, preferably in Treasury or Corporate Finance, and a CA qualification. You will play a crucial role in the efficient functioning of the treasury department and contribute to the overall financial health of the organization.,

You are a qualified Chartered Accountant with a minimum of 10 years" experience, ideally from a manufacturing industry background. Your responsibilities will include: - Managing cash flow and liquidity, ensuring efficient cash management. - Developing and implementing a Forex Risk Management strategy, complying with the Approved Hedging Policy to mitigate Currency Risk. - Handling borrowing in both INR and FCY, managing relationships with domestic and global banks. - Ensuring compliance with RBI/FEMA regulations and other regulatory requirements. - Collaborating with FP&A and other business partners to optimize working capital. - Generating MIS reports for cash flow, borrowing status, and investment management. - Developing reporting and modeling capabilities to support short-term and long-term forecasting needs. - Monitoring quarterly and annual compliance with loan agreements and Sanction Letters. - Ensuring Covenant Compliance and timely submission of data to banks, including Stock Statements and CMA data. - Managing regulatory compliance and credit rating processes effectively.,

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. This role is specifically designed for experienced financial planners and investment advisers who have worked within a Registered Investment Adviser (RIA) firm or a wealth management setup catering to individual clients. We are myMoneySage, a SEBI Registered Investment Adviser and an award-winning wealth-tech platform; we empower wealth creation for HNIs & NRIs by leveraging technology & in-house research. We are looking for talented Financial planners/Investment Advisers to be a part of our growth story. You must be a Graduate or post-graduate in commerce with CFP, CWM with NISM XA, XB. You should have at least 4-5 years of experience in Comprehensive Financial Planning & Investment Management. A thorough understanding of multiple asset classes and financial products with expert knowledge of comprehensive financial planning as well as Tax and Investment planning is a must. Your responsibilities will include: - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. - Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. - Analyzing financial data received from clients to develop strategies for meeting clients" financial goals. - Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. - Implementing financial plans. - Building and maintaining your client base. Please note: Candidates with backgrounds primarily in investment banking, equity research, or corporate finance are not suited to this position.,

As a Compliance Testing & Monitoring professional at KKR, you will be responsible for leading and executing compliance testing initiatives as part of the firm's Compliance Testing and Monitoring Program. Your role will involve designing, developing, and implementing testing methodologies to evaluate the adequacy and effectiveness of internal controls, along with ensuring compliance with applicable policies, procedures, and regulatory requirements. Collaboration with global compliance counterparts in AMRS, EMEA, and APAC will be essential to deliver coordinated and consistent testing outcomes. You will critically assess the design and operational effectiveness of controls, identify weaknesses, propose enhancements, and follow up on remediation efforts. Analyzing large and complex data sets to identify trends, anomalies, and potential compliance issues will be a key aspect of your responsibilities, requiring advanced Excel skills for data manipulation, analysis, and reporting. You will be expected to prepare clear, concise, and well-supported testing documentation and reporting materials for senior compliance and business stakeholders. Additionally, you will assist in thematic reviews, special investigations, and ad-hoc testing activities as needed, while maintaining awareness of evolving regulatory requirements and industry practices relevant to private equity and investment management. To excel in this role, you should have a minimum of 2-4 years of relevant experience in compliance, internal audit, or quality assurance within financial institutions. Strong knowledge of compliance frameworks, particularly under Rule 206(4)-7, EU Market Abuse Regulation (MAR) Regulation, and UK FCA regulation, is required. Proficiency in Excel, exceptional analytical and problem-solving skills, outstanding communication abilities, and the capacity to work independently and manage multiple priorities in a fast-paced environment are essential. A collaborative mindset, strong interpersonal skills, and the ability to work comfortably across teams and jurisdictions will be advantageous. Experience with compliance monitoring tools or platforms, as well as the ability to transform manual testing processes into automated solutions, using tools such as Python, Tableau, or other automation frameworks, will be highly valued. Building or supporting data-driven testing approaches and developing automated checks will also be considered a strong plus, indicating your readiness to learn, grow, and take on increased responsibilities over time.,

As a Reconciliations Analyst at UST in Chennai, your role involves maintaining the integrity of custody and cash position data within internal systems through daily reconciliation processes. You will be responsible for investigating and resolving breaks within set SLAs and deadlines, proactively handling queries from various stakeholders, and reconciling custody transactions and positions. Additionally, you will be monitoring and resolving cash and stock breaks, OTC bilateral collateral, and fixed deposit positions in a timely manner. To excel in this role, you should possess prior experience in reconciliations or investment accounting, along with strong investigation skills. Familiarity with equities, fixed income, and derivative products, as well as proficiency in MS Excel, is preferred. Experience with Aladdin and Tri-Optima would be advantageous. You must have a good understanding of operational risks, control frameworks, and the asset lifecycle. Being able to effectively manage your time and prioritize tasks, while maintaining a strong focus on operational risk and continuously seeking self-improvement opportunities, are essential skills for this position. You will be expected to ensure that all your responsibilities are carried out with integrity, quality, and transparency, contributing to the overall success of the company. Building strong relationships with internal departments and external counterparties, adapting to changes quickly, and promoting an innovative culture within the team are key aspects of this role. UST is a global digital transformation solutions provider that partners with leading companies worldwide to drive impactful transformation. With a focus on technology, people, and purpose, UST aims to embed innovation and agility into its clients" organizations, ensuring boundless impact and touching billions of lives globally with over 30,000 employees across 30 countries.,

You will be a leader and role model within the team, and you will need to leverage your leadership and influencing skills to continue to develop a strong working relationship across our Technology teams globally and Business stakeholders. Key Responsibilities Take ownership of running the Technology risk forum for Powai Implement and embed the GCIO Risk Management Framework Support the creation and implementation of policies, standards, controls, indicators etc. Support Technology functions and divisions to perform impact assessment on new groupwide standards Oversee timely and effectively completion of Risk and Control SelfAssessment Oversee control testing, documentation, and remediation efforts Oversee the identification, assessment, and management of control issues Partner with technology leadership to integrate controls into system development lifecycle and operational processes Provide strategic guidance on control design and effectiveness to multiple technology teams Drive automation initiatives for control monitoring and reporting Lead impact assessments for new technology initiatives and changes, e.g., Cloud, AI Lead effective engagements with 2LOD, 3LOD, auditors, regulators etc. Participate in the firm s risk management forums and committees as necessary Skills & Experience Required Substantial experience in Technology Risk Management (First Line of Defense) in the financial services industry Strong understanding of risks relevant to GCIO such as Information Technology (IT), Information Security (IS), and/ or Data Management Breadth of experience in nonfinancial risk management, for example, Risk Appetite, Risk Taxonomy, Control Library, Risk and Control SelfAssessment, Controls Testing, Issue Management, Scenario Analysis, KRIs, KCIs etc Strong communication skills, both verbal and written, with the ability to influence and engage stakeholders at all levels. You should be comfortable in a matrixed managed environment Experience operating in a regulated environment and managing stakeholders across the Three Lines of Defense. Deep knowledge of control frameworks (COBIT, ISO, NIST etc.) (Preferred) Experience with GRC tools such as ServiceNow Integrated Risk Management or similar (Preferred) experience in IT/Cyber regulations, especially from India regulators like SEBI, RBI Demonstrated ability to effectively collaborate with globally dispersed teams. Accuracy and attention to detail Ability to think laterally and take a pragmatic approach, when necessary, to issue resolution Qualifications B.E / B.Tech / MCA / M.Tech (Preferred) Risk management certification, e.g. CISA, CISM, CRISC, CISSP

About Goldman Sachs Asset Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions. Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals. Job Responsibilities: Learn about and understand QES investment strategies and portfolio management approach Serve as a product expert on QES investment strategies to both internal and external clients of the Division and the Firm and provide support to senior team members Create client-specific proposals and analysis tailored to address the unique needs of individual investors Support advisors, salespeople, and clients to understand account lifecycle events and prepare account performance commentary Help update marketing materials on a quarterly basis Manage due diligence questionnaires and Request for Proposals/Information on QES investment strategies Prepare client reports by sourcing information from various applications to distribute accurate reports within prescribed deadlines Develop strong working relationships across our business, working closely with portfolio managers, strategists and engineers to gain insight into our investment process Navigate and build relationships across the division to drive improvements to our clients investment experience by working with compliance, legal, controllers, operations, and more Collaborate with our investment team, sales and marketing to create marketing collateral and determine best vehicle for delivery (webinar, blog posts, white paper, etc.) Take the initiative to develop solutions, materials, research, and projects independently for both internal and external clients Thrive in a fast-paced environment, balancing multiple projects in parallel while delivering high quality work Educate internal and external groups on focused products Qualifications: Quantitative orientation; Strong financial, statistical and investment knowledge and interest Excellent verbal, presentation and written communication skills Strong multi-tasking skills, ability to work in a fast-paced environment and think clearly under pressure Thrives in a team-oriented and collaborative environment Strong interest in the financial markets and good investment sense/commercial instinct Outstanding attention to detail Experience and background with quantitative techniques and investment strategies would be preferable Organized and deadline driven Strong PowerPoint and Excel skills Ability to work in a fast-paced environment and think clearly under pressure Creativity and problem-solving skills Computer programming background or experience is ideal (experience with a programming language such as C / C++, Java, Python, R, and/or Matlab) Knowledge of programming/ Python is a plus.

Job title Associate Alternative Fund Services Cash Operations (AFS Cash Team) Short Description Driving impact for Private Equity & Hedge Fund clients with Global Cash Operation Posting description The AFS Cash team delivers comprehensive outsourced fund administration solutions for fund sponsors (General Partners) and institutional investors (Limited Partners) in private equity and real estate assets as well as Hedge Fund Administrators. AFS Cash provides services that address key back office and middle office tasks which allow clients to focus on their core investment activities, while maximizing returns for investors and keeping business processes streamlined and efficient. The AFS Cash team is essentially the cash processing unit for Private Equity and Hedge Fund Services. Job Responsibilities As a Cash Processing Associate, you will be responsible for managing the processing of daily cash movements associated with AFS Cash activity. You will be required to accurately process transactions into business systems, facilitate the booking of all foreign currency trades with JPMorgan s desk, and confirm all outgoing wire transactions are settled by the receiving institutions. In addition, you will need to ensure that all transactions are properly funded and that all excess balances are swept into overnight deposits as needed. In addition to day-to-day tasks, you will be the frontline manager for the team and will be heavily involved in servicing tier 1 clients. As a manager, you will be accountable for team performance and must approve and finalize all cash transactions. You will be responsible for managing and balancing daily workflow and the workload for the team, identifying and mitigating potential risks, and maintaining an efficient control environment and procedures. Required qualifications, capabilities and skills Good knowledge & understanding of capital market, accounting and cash management Working knowledge of cash investment management and payment control mechanism Understanding of traditional and non-traditional products - Private Equity, Hedge Fund, Mutual Fund 9+ years of experience with Graduation/Post-Graduation degree/diploma & proficiency in computer applications. 3 + Years in a Supervisory or Management role a plus Preferred qualifications, capabilities and skills Ability to lead a team, collaborate and solve problems that involve multiple stakeholders Ability to take initiative, multitask, adapt to change & strong follow through Dedicated to superior client service and ability to remain poised under pressure Innovative, enthusiastic, attention to detail and keen to deliver accuracy Strong interpersonal & organizational skills with a drive for impeccable quality Team player with a professional, proactive, and positive approach to work Job title Associate Alternative Fund Services Cash Operations (AFS Cash Team) Short Description Driving impact for Private Equity & Hedge Fund clients with Global Cash Operation Posting description The AFS Cash team delivers comprehensive outsourced fund administration solutions for fund sponsors (General Partners) and institutional investors (Limited Partners) in private equity and real estate assets as well as Hedge Fund Administrators. AFS Cash provides services that address key back office and middle office tasks which allow clients to focus on their core investment activities, while maximizing returns for investors and keeping business processes streamlined and efficient. The AFS Cash team is essentially the cash processing unit for Private Equity and Hedge Fund Services. Job Responsibilities As a Cash Processing Associate, you will be responsible for managing the processing of daily cash movements associated with AFS Cash activity. You will be required to accurately process transactions into business systems, facilitate the booking of all foreign currency trades with JPMorgan s desk, and confirm all outgoing wire transactions are settled by the receiving institutions. In addition, you will need to ensure that all transactions are properly funded and that all excess balances are swept into overnight deposits as needed. In addition to day-to-day tasks, you will be the frontline manager for the team and will be heavily involved in servicing tier 1 clients. As a manager, you will be accountable for team performance and must approve and finalize all cash transactions. You will be responsible for managing and balancing daily workflow and the workload for the team, identifying and mitigating potential risks, and maintaining an efficient control environment and procedures. Required qualifications, capabilities and skills Good knowledge & understanding of capital market, accounting and cash management Working knowledge of cash investment management and payment control mechanism Understanding of traditional and non-traditional products - Private Equity, Hedge Fund, Mutual Fund 9+ years of experience with Graduation/Post-Graduation degree/diploma & proficiency in computer applications. 3 + Years in a Supervisory or Management role a plus Preferred qualifications, capabilities and skills Ability to lead a team, collaborate and solve problems that involve multiple stakeholders Ability to take initiative, multitask, adapt to change & strong follow through Dedicated to superior client service and ability to remain poised under pressure Innovative, enthusiastic, attention to detail and keen to deliver accuracy Strong interpersonal & organizational skills with a drive for impeccable quality Team player with a professional, proactive, and positive approach to work

YOUR IMPACT Are you passionate about developing mission-critical, high quality software solutions, using cutting-edge technology, in a dynamic environment? We are Compliance Engineering, a global team of more than 300 engineers and scientists who work on the most complex, mission-critical problems. We: build and operate a suite of platforms and applications that prevent, detect, and mitigate regulatory and reputational risk across the firm. have access to the latest technology and to massive amounts of structured and unstructured data. leverage modern frameworks to build responsive and intuitive UX/UI and Big Data applications. Compliance Engi neering is looking to fill several big data software engineering roles Your first deliverable and success criteria will be the deployment, in 2025, of new complex data pipelines and surveillance models to detect inappropriate trading activity. HOW YOU WILL FULFILL YOUR POTENTIAL As a member of our team, you will: partner globally with sponsors, users and engineering colleagues across multiple divisions to create end-to-end solutions, learn from experts, leverage various technologies including; Java, Spark, Hadoop, Flink, MapReduce, HBase, JSON, Protobuf, Presto, Elastic Search, Kafka, Kubernetes be able to innovate and incubate new ideas, have an opportunity to work on a broad range of problems, including negotiating data contracts, capturing data quality metrics, processing large scale data, building surveillance detection models, be involved in the full life cycle; defining, designing, implementing, testing, deploying, and maintaining software systems across our products. QUALIFICATIONS A successful candidate will possess the following attributes: A Bachelors or Masters degree in Computer Science, Computer Engineering, or a similar field of study. Expertise in java, as well as proficiency with databases and data manipulation. Experience in end-to-end solutions, automated testing and SDLC concepts. The ability (and tenacity) to clearly express ideas and arguments in meetings and on paper. Experience in the some of following is desired and can set you apart from other candidates : developing in large-scale systems, such as MapReduce on Hadoop/Hbase, data analysis using tools such as SQL, Spark SQL, Zeppelin/Jupyter, API design, such as to create interconnected services, knowledge of the financial industry and compliance or risk functions, ability to influence stakeholders.

YOUR IMPACT Are you passionate about developing mission-critical, high quality software solutions, using cutting-edge technology, in a dynamic environment? We are Compliance Engineering, a global team of more than 300 engineers and scientists who work on the most complex, mission-critical problems. We: build and operate a suite of platforms and applications that prevent, detect, and mitigate regulatory and reputational risk across the firm. have access to the latest technology and to massive amounts of structured and unstructured data. leverage modern frameworks to build responsive and intuitive UX/UI and Big Data applications. Compliance Engi neering is looking to fill several big data software engineering roles Your first deliverable and success criteria will be the deployment, in 2025, of new complex data pipelines and surveillance models to detect inappropriate trading activity. HOW YOU WILL FULFILL YOUR POTENTIAL As a member of our team, you will: partner globally with sponsors, users and engineering colleagues across multiple divisions to create end-to-end solutions, learn from experts, leverage various technologies including; Java, Spark, Hadoop, Flink, MapReduce, HBase, JSON, Protobuf, Presto, Elastic Search, Kafka, Kubernetes be able to innovate and incubate new ideas, have an opportunity to work on a broad range of problems, including negotiating data contracts, capturing data quality metrics, processing large scale data, building surveillance detection models, be involved in the full life cycle; defining, designing, implementing, testing, deploying, and maintaining software systems across our products. QUALIFICATIONS A successful candidate will possess the following attributes: A Bachelors or Masters degree in Computer Science, Computer Engineering, or a similar field of study. Expertise in java, as well as proficiency with databases and data manipulation. Experience in end-to-end solutions, automated testing and SDLC concepts. The ability (and tenacity) to clearly express ideas and arguments in meetings and on paper. Experience in the some of following is desired and can set you apart from other candidates : developing in large-scale systems, such as MapReduce on Hadoop/Hbase, data analysis using tools such as SQL, Spark SQL, Zeppelin/Jupyter, API design, such as to create interconnected services, knowledge of the financial industry and compliance or risk functions, ability to influence stakeholders.

YOUR IMPACT Are you passionate about developing mission-critical, high quality software solutions, using cutting-edge technology, in a dynamic environment? OUR IMPACT We are Compliance Engineering, a global team of more than 300 engineers and scientists who work on the most complex, mission-critical problems. We: build and operate a suite of platforms and applications that prevent, detect, and mitigate regulatory and reputational risk across the firm. have access to the latest technology and to massive amounts of structured and unstructured data. leverage modern frameworks to build responsive and intuitive front end and Big Data applications. The firm is making a significant investment to uplift and rebuild the Compliance application portfolio. To achieve this Compliance Engi neering is looking to fill several Systems Engineer roles . HOW YOU WILL FULFILL YOUR POTENTIAL As a member of our team, you will: Partner globally with users, development teams, and engineering colleagues across multiple divisions to facilitate onboarding of new business initiatives, test and validate Compliance Surveillance coverage. Learn from experts, train and mentor team members, Leverage various technologies including Java, Python, PySpark and other Bigdata technologies in delivering the solutions, Be able to innovate and incubate new ideas, Be involved in the full life cycle; prioritization, defining, designing, implementing, testing, deploying, and maintaining software across our products. QUALIFICATIONS A successful candidate will possess the following attributes: A Bachelors or Masters degree in Computer Science, Computer Engineering, or a similar field of study. Expertise in Java development, debugging and problem solving. Experience in delivery or project management. The ability (and tenacity) to clearly express ideas and arguments in meetings and on paper. Experience in some of the following is desired and can set you apart from other candidates: Relational databases Hadoop and bigdata technologies knowledge of the financial industry (specifically in Capital Markets domain) and compliance or risk functions

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. Are you a highly analytical and innovative quantitative professional with a passion for the derivative pricing? Do you want to participate in the creation of the next generation of pricing and structuring library? We are looking for a Quant Researcher to join our Core Quant Strats team and help us change the way financial products are structured, priced and risk managed at Goldman Sachs. In this role, you ll leverage your expertise in mathematics, statistics and programming to develop and implement advanced quantitative models that directly impact our trading strategies and financial decision making. We wear different hats Develop, implement and back test sophisticated mathematical models for the pricing, calibration and risk management of a wide range of financial derivatives. Conduct in-depth quant research on market vol dynamics, correlation structure to enhance existing models and identify new opportunities. Work closely with traders, portfolio managers and tech teams to integrate models into proprietary trading systems. Analyze large datasets to identify patterns and improve predictive power. Impact our business by improving ability to serve clients and by directly reducing compute cost through more efficient algorithms. Basic Qualification Bachelors/Masters in Mathematics or Computer Science (STEM) or similar subject. Strong quantitative skills in both probability and statistics. Strong programming skills, including a clear understanding of algorithms and data structures. Strong interpersonal, communication and presentation skills, both written and verbal. Comfortable managing multiple stakeholders, driving consensus and influencing outcomes. Preferred Qualification Experience with machine learning algorithms. Experience with derivative pricing and risk hedging using stochastic calculus Experience building tools and payoff languages used by traders and structurers. Goldman Sachs Engineering Culture .