7 Investment Processes Jobs

As a proactive Associate at Wint Wealth, you will play a crucial role in the Business team, focusing on client onboarding, investment processes, and financial operations to ensure seamless debt transactions. Your responsibilities will involve onboarding new clients while considering credit and risk parameters, collecting initial data in Wint's format for the Due Diligence Process, and liaising with clients" mid and top management as well as internal teams for various processes related to debt exposure. Additionally, you will be expected to handle any other tasks assigned within the team. Your primary goal in this role is to gain a comprehensive understanding of the lifecycle of NCD and term loan transactions, acquire knowledge about NBFCs, MFIs, HFCs, and their products, conduct monthly checks on portfolio data and security criteria, and report any discrepancies. Furthermore, you should be prepared to travel 2-3 times a month for client meetings and new onboardings. To excel in this position, you should possess a CA Final/MBA/Any graduate degree with 1-2 years of experience (Freshers can also apply), a basic understanding of the bond market, and a keen interest in financial markets. Proficiency in MS Office and strong communication skills are essential for effectively carrying out your responsibilities within the team. Join Wint Wealth today and be part of a dynamic team that is revolutionizing the fintech industry!,

As an Operations Manager at our wealth management company located in Chandigarh, you will play a crucial role in overseeing and optimizing our operational processes. With a minimum of 2-5 years of experience in back-office operations, specifically focusing on mutual funds, you will be responsible for ensuring the smooth execution of day-to-day activities, maintaining regulatory compliance, and delivering exceptional client services. Your primary duties will revolve around managing operations, administration, and client support tasks. This includes handling documentation for investments, account opening, KYC compliance, fund transfers, and other mutual fund-related transactions. You will also be responsible for processing mutual fund transactions such as purchases, redemptions, and switches, as well as verifying and reconciling investments and statements. In addition, you will monitor and update investment plans, maintain client records and transaction data, and analyze financial and non-financial data. Acting as a liaison between relationship managers, financial advisors, and clients, you will ensure effective communication and service delivery. By analyzing operational metrics, you will identify areas for improvement and implement workflow enhancements to increase efficiency and accuracy. To qualify for this role, you should hold a Bachelor's degree in commerce, Finance, or a related field. Your previous experience should demonstrate a deep understanding of financial instruments, investment processes, and regulatory frameworks, with a specific focus on mutual funds. Hands-on experience with mutual fund platforms like CAMS, Karvy/KFintech, or MF Utilities is highly desirable, along with basic knowledge of Mutual Funds and other financial products. Strong proficiency in MS Office applications, especially Excel and Word, as well as financial software, is required. Effective communication skills will be essential for collaborating with internal teams and external stakeholders. In return, we offer a supportive work environment that fosters professional growth, opportunities to expand your expertise in wealth management operations, competitive compensation, and benefits. If you are enthusiastic about contributing to the wealth management industry and meet the qualifications outlined above, please submit your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager [Your Name]." This is a full-time position with benefits including cell phone reimbursement, flexible schedule, health insurance, leave encashment, and paid time off. The work schedule is during day shifts at our office in Chandigarh.,

As a global leader in assurance, tax, transaction, and advisory services, EY is dedicated to hiring and developing passionate individuals to contribute to building a better working world. We believe in providing a culture that offers training, opportunities, and creative freedom for personal and professional growth. At EY, we focus not only on your current abilities but also on your potential for growth. Your career is yours to shape, and we offer limitless potential along with motivating and fulfilling experiences to guide you towards becoming your best professional self. The opportunity available is for the role of Senior Consultant-FS-Business Consulting Risk-CNS - Risk - Process & Controls in Mumbai. Financial services institutions today are undergoing significant regulatory changes and focusing on digital transformation, convergence, and disruption from non-traditional competitors, all while meeting increased demands for trust and transparency. Our team of business strategists, technologists, and industry experts bring fresh perspectives and sector knowledge in banking and capital markets, insurance, and wealth and asset management. Through seamless collaboration and innovative problem-solving, we aim to achieve breakthrough performance gains and sustainable value creation. In the CNS - Risk - Process & Controls domain, EY Consulting is working towards transforming businesses by leveraging the power of people, technology, and innovation. Our client-centric approach focuses on delivering long-term value by solving strategic problems. The sub-service lines include Business Consulting, Technology Consulting, and People Advisory Services. We assist clients in identifying and managing risks to make informed decisions that align with their future business strategies and objectives. Your key responsibilities in this role include executing internal audit and risk consulting engagements for asset managers, reviewing investment processes for insurance companies, and identifying key areas of improvement in client business processes to provide insightful recommendations. You will be expected to deliver engagements to high quality standards, contribute to business development activities, and comply with the firm's quality and risk management policies. To qualify for this role, you must hold a CA or master's degree in a relevant discipline and have 3 to 5 years of experience. We look for individuals who can work collaboratively across multiple client departments, demonstrate practical problem-solving skills, and deliver insightful solutions. At EY, we offer a personalized Career Journey and provide resources for skills development and opportunities for growth. Join us at EY in building a better working world by applying for this role and being part of a dynamic team dedicated to making a positive impact.,

As a global leader in assurance, tax, transaction and advisory services, EY hires and develops passionate individuals to contribute towards building a better working world. The culture at EY emphasizes training, opportunities, and creative freedom to help individuals grow and reach their full potential. EY focuses not only on your current capabilities but also on nurturing your future growth. Your career at EY is in your hands, offering limitless potential and providing motivating experiences to support your professional development. The opportunity available is for the role of Consultant - Risk Consulting - Internal Audit - Insurance in Mumbai. EY's Risk Consulting excels in providing innovative internal audit and internal controls solutions tailored to address disruptive market forces. The approach involves leveraging technologies like robotics and analytics to elevate the profile of internal audit and address complex risk areas across various sectors and geographies. The services offered are flexible, scalable, and aimed at achieving desired outcomes while ensuring cost-effectiveness, comprehensive risk coverage, and enhanced value for clients. The focus is on IA transformation through strategic diagnostics, building transformation roadmaps, and aligning IA functions with business strategies through digitalization. EY Consulting is dedicated to transforming businesses by harnessing the power of people, technology, and innovation. The client-centric approach aims at delivering long-term value by solving strategic problems. EY Consulting comprises Business Consulting, Technology Consulting, and People Advisory Services. Key Responsibilities: - Executing internal audit and risk consulting engagements for asset managers or reviewing investment processes for insurance companies. - Performing end-to-end internal audits, including planning, process understanding, risk and control matrix preparation, control testing, audit reporting, and issue resolution. - Demonstrating expertise in asset management industry risks, investment processes, internal audit, and SOX/ICFR methodology. - Delivering and managing engagements with a focus on quality, timeliness, and cost. - Identifying areas for process improvement and providing valuable recommendations. - Engaging in business development activities such as proposal preparation and lead identification. - Ensuring compliance with the firm's quality and risk management policies. Personal Attributes: - Strong oral and written communication skills. - Ability to work independently with minimal supervision. - Quick learning ability and adept at handling new areas by leveraging knowledge sources. - Proactive in identifying and escalating engagement-related risks. - Skilled in relationship management, team collaboration, and stakeholder engagement. - Proficiency in MS Office tools, data analytics, and a self-motivated team player. - Capable of working on multiple engagements concurrently and willing to travel and work across time zones if required. What We Look For: EY seeks individuals who can collaborate effectively across departments, address commercial and legal requirements, and provide practical solutions to complex problems. The ideal candidates are agile, curious, mindful, and demonstrate adaptability and creativity in their approach. What We Offer: EY is dedicated to being an inclusive employer, maintaining a balance that enables excellent client service while supporting employees" career growth and well-being. Join EY in building a better working world by applying now.,

As a Venture Capital Investment Analyst in the vibrant city of Mumbai, India, you will be part of an esteemed investment firm that is expanding its portfolio by launching a new venture capital arm. Your primary role will involve spearheading early-stage investments and actively contributing to the establishment of a robust platform. Your responsibilities will encompass sourcing, assessing, and leading early-stage investment opportunities across various sectors. You will be engaged in conducting thorough due diligence, constructing financial models, and fostering relationships with founders. Additionally, you will play a crucial role in structuring deals and overseeing the entire investment cycle. Supporting portfolio companies in refining their strategies, enhancing their teams, and facilitating growth will also be a key aspect of your role. Furthermore, you will be instrumental in shaping internal investment processes and nurturing a cohesive team environment. Your proactive involvement in representing the firm within the startup ecosystem will be pivotal in enhancing the quality of deal flow and fostering strong partnerships. To excel in this role, you should possess a minimum of 10 years of experience in venture capital, private investing, or startups. A proven track record in executing deals and cultivating successful relationships with founders is essential. Your background should include experience in developing platforms, teams, and investment processes. A deep-rooted understanding of the Indian startup landscape is crucial, and being located in Mumbai or being open to relocation is required. Demonstrating empathy towards founders and exhibiting robust strategic execution skills are qualities that will set you apart. If you are ready to take on this exciting opportunity, please submit your CV in Word format to prachi@aaaglobal.co.uk. Join us in shaping the future of venture capital investments in one of India's most dynamic cities.,

You will be joining a VC client based in Bangalore as an Investment Partner, focusing on early and growth-stage investments in the technology sector. This role presents a unique opportunity to lead investments in transformative companies across DeepTech sectors. Your responsibilities will include evaluating and leading investments, working closely with portfolio companies to drive strategic growth initiatives, and building relationships within the deep tech ecosystem. Key Responsibilities: - Lead end-to-end investment processes for growth-stage deep tech companies - Develop and execute sector-specific investment strategies across target verticals such as SaaS, Space Tech, Computer Vision, and Climate Tech - Conduct comprehensive technical, market, and financial analysis of potential investments - Present investment recommendations to the investment committee and manage the decision-making process The ideal candidate will have 12+ years of experience in roles such as senior executive or C-level positions at high-growth deep tech companies, founder/co-founder experience in the deep tech sector, investment banking experience in deep tech sectors, or a senior role at a top-tier venture capital or growth equity fund. Educational background requirements include an MBA from a top-tier business school or equivalent advanced degree. On Offer: - Opportunity to lead investments in category-defining deep tech companies - Competitive compensation package - Collaborative and entrepreneurial firm culture with significant autonomy and responsibility,

We are looking for an Investment Partner to join our VC client's team in Bangalore, focusing on early and growth-stage investments in the technology sector. This role offers a unique opportunity to lead investments in transformative companies across DeepTech sectors. As a Partner, your main responsibility will be to evaluate and lead investments in companies driving industry transformation through technological innovation. You will collaborate closely with portfolio companies to implement strategic growth initiatives and enhance value creation while fostering relationships within the deep tech ecosystem. Your key responsibilities will include leading end-to-end investment processes for growth-stage deep tech companies, from initial sourcing to due diligence, structuring, and closing. You will also be tasked with developing and executing sector-specific investment strategies across target verticals such as SaaS, Space Tech, Computer Vision, and Climate Tech, among others. Additionally, conducting comprehensive technical, market, and financial analysis of potential investments and presenting investment recommendations to the investment committee will be part of your role. The ideal candidate should have at least 12 years of experience in senior executive or C-level roles at high-growth deep tech companies, founder/co-founder experience in the deep tech sector with a successful exit track record, investment banking experience focused on deep tech sectors with transaction leadership, partner/principal, or similar senior role at top-tier venture capital or growth equity funds, or top-tier management consulting experience (MBB) with a technology focus. An MBA from a top-tier business school or equivalent advanced degree is required. In return, we offer you the opportunity to lead investments in category-defining deep tech companies, a competitive compensation package, and a collaborative and entrepreneurial firm culture with significant autonomy and responsibility.,