164 Investment Research Jobs - Page 4

About the Role We are looking for a seasoned and highly analytical professional for the role of Manager / Sr. Manager Research. This role is critical in supporting our investment advisory function by providing in-depth macroeconomic and market analysis, updating model portfolios, and driving fund recommendations. The ideal candidate will have a strong understanding of capital markets, mutual funds, and portfolio management strategies. Key Responsibilities Regularly update and provide rebalance recommendations for model portfolios based on market trends and internal strategy. Evaluate and update mutual fund recommendations using qualitative and quantitative frameworks. Conduct macroeconomic and market analysis to support investment themes and client advisory. Perform detailed portfolio reviews for large accounts and institutional clients. Prepare periodic investment outlooks, market updates, and thematic research reports. Collaborate closely with the advisory and distribution teams to ensure alignment of research insights with client solutions. Monitor fund manager performance and maintain a robust due diligence process. Contribute to thought leadership and represent the research function in internal and client-facing forums. Key Skills & Qualifications Postgraduate in Economics, Finance, or related discipline; CFA or CFP qualification preferred. 710 years of relevant experience in investment research, mutual fund analysis, or portfolio strategy. Strong analytical and quantitative skills with a deep understanding of capital markets and macroeconomic indicators. Excellent written and verbal communication skills; ability to distill complex information into actionable insights. High level of initiative, integrity, and attention to detail. Proficient in tools like Excel, Bloomberg, Morningstar, and other financial databases. Please share your updated resume at kshipra.garg@wowjobs.biz

We are seeking an Investment Analyst to support the full lifecycle of portfolio investments at Blenheim Chalcot and BCI Capital. The role involves monitoring loan facilities, preparing high-quality Investment Committee papers, and managing daily loan operations. Ideal for a proactive individual with an interest in private credit and a hands-on approach in an entrepreneurial environment.

Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

1. Resp. for initiating, executing and delivering quality equity investment research to the discerning client 2.Financial modelling skills with ability to understand & formulate business drivers(revenues, cost. 3.Strong knowledge of valuation &stock

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across twelve offices. Job Description Position Overview Based at our Mumbai office, the Travel Executive is an essential member of the Workspace team. We are looking for someone who can provide a top-tier travel experience for team members across the globe. Someone who will ensure exemplary customer service regarding all things corporate travel, partner with external stakeholders, and ensure compliance with corporate policies. Reporting to the Travel Team Manager, the main responsibilities of this role will include but are not limited to: Liaise with service providers to procure travel arrangements. Provide exceptional service to key stakeholders with planning and booking international business trips directly - including flights, accommodations, commute, etc Communicate with employees via phone, mail, or in person about the travel itineraries and address any concerns or questions they may have during or after their trip. Ensure all trips are in line with travel policies and insurance. Maintain relationships with employees, vendors, travel partners, and other stakeholders. Input trip details onto our 3rd party system, International SOS, as part of our H&S policy and to allow Finance to track for taxable reasons. Educate employees regarding the cancellation policy, refunds, or any penalties. Qualifications Strong experience as a travel consultant, travel agent, or similar role with an exceptional customer service record. Experience making travel arrangements and reservations - flights, hotel, cabs, etc directly. Experience working in corporate travel is preferred. Meticulous planner with attention to detail with bookings, payments or other travel-related requirements. Excellent communication and managing skills to build and maintain client relationships. Ability to work under tight deadlines and manage multiple client bookings. Proficiency in English (written and spoken) Additional Information We ensure every team member is able to bring their best self to work as we'll as in their lives outside - take a look at our benefits : How will you be rewarded? Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning & Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health & we'll-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Flexible work options, such as Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. Snacks & Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

Walk-In Interview: Internet Research Analyst (International Non-Voice BPO Role) Trupp Global is hiring Internet Research Analyst for a non-voice BPO role focused on gathering and analyzing business information from the web. Walk-In Dates: 28th June - July 10 Time: 11:30 am to 7:30 pm Venue: Trupp Global Technologies Pvt. Ltd. 2HM-201, 1st Floor, 2nd Main, East of NGEF, Kasturi Nagar, Bengaluru - 560043 Contact: Mr. Vinod Kumar @ 9164293189 Job Description Trupp Global is hiring Internet Research Analyst for a non-voice BPO role focused on gathering and analyzing business information from the web. As part of our research team, you will be responsible for researching companies online, including crafting short descriptions about companies, tracking investment and funding rounds, mergers and acquisitions, key corporate events and updating structured datasets. If you enjoy deep-diving into the web and working with business data, this is the perfect opportunity for you. Role & responsibilities Conduct detailed internet research to collect company-level information such as - Company overviews, Funding rounds (Seed, Series A, B, etc.), IPOs, Mergers & Acquisitions, Key investors and leadership details Write Crisp Short Descriptions: Summarize company information in clear, concise English Ensure data accuracy, consistency, and timely delivery Use tools like LinkedIn, company websites, news portals, press releases to gather information Enter and update data in internal databases with attention to detail Learn the research methodology and processes quickly and apply that knowledge consistently. Deliver individual and team targets including production and quality. Preferred candidate profile Strong internet research and analytical skills Good written English and summarization ability High attention to detail and data accuracy Basic knowledge of financial terms (funding rounds, M&A, IPO, etc.) preferred Proficiency in Excel or Google Sheets Ability to work independently and manage time effectively Analytical and critical thinking, attention to detail, and problem-solving skills. Eligibility: Experience: 0 - 3 years in a similar data research, writing, or BPO non-voice role. Education: Any graduate (B.Com, BBA, BA, BSc, etc.). Freshers and candidates with no graduation degree with strong research and writing skills are welcome to apply.

Responsibilities : Actively supporting the design and production of ESG-related research solutions dedicated to non-listed entities and alternative investments, with a strong focus on quality management and process enhancement. Independently assessing ESG-related and non-financial data, both qualitative and quantitative, to deliver detailed reports. Independently conducting end-to-end sustainability assessments of alternative investments in line with approved methodologies and processes. Developing a thorough understanding of relevant ESG standards and frameworks. Working collaboratively and cross-functionally with internal stakeholders from Integrated Solutions, Methodology, Product, and Data Governance. Reporting to the Alternative Research Team Lead and working closely with other Analysts. Qualifications: Master s degree in a relevant field (Finance, Economics, Statistics, Sustainability, Engineering), with a high level of curiosity in ESG topics. CFA, CAIA, CFA s Certificate in ESG Investing seen as a plus. 2-3 years of prior work experience in capital markets, investment research, ESG/sustainability research, or data analysis. Prior experience in alternative investments seen as a plus. Strong quantitative/analytical skills, critical thinking, and excellent attention to detail. Excellent writing and oral communication skills. Self-motivation, eagerness to learn, and ability to perform in a global environment. Proficiency in using MS Office.

Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 500 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. Acuity is headquartered in London and operates from 10 locations worldwide. The company fosters a diverse, equitable and inclusive work environment, nurturing talent, regardless of race, gender, ethnicity or sexual orientation. Acuity was established as a separate business from Moodys Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder. For more information, visit www.acuitykp.com Basic Information Position Title: Credit Research Experience Level: 3 + years Department: Investment Research Location: Bangalore / Pune / Gurgaon Job Description: We are seeking exceptionally intelligent, resourceful, and self-motivated individuals to be part of our Fundamental Credit Research team. The team resides within Investment Research and responsible for providing research and opinion related to fixed income securities globally. The research process involves analysis of the debt instrument issuers, including financial ratio analysis, financial forecasting of issuers financial statements, scenario analysis, capital structure, issuer profiling, peer comparison, evaluation of fundamental credit strength and issuing credit opinion on the issuers and specific debt issues. The individual will be part of the Fixed Income team based out of Bangalore. The team covers a wide variety of fixed income instrument issuers spanning across global, sectors and asses classes. The primary responsibilities include: Building and updating detailed credit models including KPI based projections, debt capital structure analysis, covenant analysis, distressed debt analysis and recovery analysis, Preparing credit reports, even update, real time earnings on companies under coverage Ability to perform Rising star and fallen angel analysis Providing opinion and rating recommendation on the issuers Experience in giving bond recommendation and performing relative valuation Responsible for client interaction and managing client expectations Experience in writing analytical reports and earnings conference call summaries Work experience in working on HY and DD debt is desirable Prepare and implement checklist, dashboard, quality control tools Provides input and ideas for improvement in TAT and efficiency Core Skills Required MBA (Finance) with experience in building FIC models, writing initiations and real time earnings summaries. CFA and FRM is an added advantage Excellent analytical skills, good writing & communication skills Demonstrates a very high degree of Initiative, self-leadership, and entrepreneurship Job requires extremely high level of attention to detail, meticulousness and accountability Strong quantitative, analytical and interpretive skills Abide by TAT and improve customer satisfaction over the period Must have experience in financial modelling and credit reports .

Research Associate Research financial and market topics Help build structured financial datasets Strong interest in the financial markets and data-driven thinking Tinkered with Python and spreadsheets, Basic understanding of annual reports

Roles & Responsibilities Build and maintain customized screeners using Morningstar Direct (Global) and ACE Equity to support fund managers in identifying investment opportunities across equity and multi-asset strategies. Translate investment themes into structured screener logic based on valuation metrics, sector classification, factor signals, and technical or fundamental filters. Extract and validate financial data from multiple sources to enable quantitative analysis, performance attribution, and comparative benchmarking. Conduct back-testing of screeners and models to evaluate historical consistency, asset behavior across cycles, and strategy alignment. Automate the generation of screener outputs using tools such as Excel, SQL, or Python, ensuring repeatability and efficiency. Collaborate with senior analysts to convert investment discussions into data-driven outputs and research frameworks. Support the preparation of internal investment memos, dashboards, and presentations based on insights derived from screening tools. Maintain rigorous documentation for all screener logic, methodologies, and changes to ensure transparency and version control. Ensure high accuracy and reliability of screener outputs and research data used in portfolio construction and fund positioning. Contribute actively to product ideation and research innovation through timely, structured analytical support. - This role offers direct exposure to live portfolio construction, fund strategy development, and real-world investment research at a SEBI-registered Portfolio Management firm. - Candidates who have previously worked with fund managers, equity analysts, or in a PMS/AMC environment will be preferred. Preferred Candidate Profile Practical, demonstrable experience with Morningstar Direct (Global) and ACE Equity for building customized investment screeners. Strong understanding of Indian equity markets, mutual funds (Domestic & Global), ETFs (Domestic & Global), and multi-asset strategies, with an analytical mindset. Advanced-level Excel skills are mandatory including dynamic formulas, pivot tables, lookups, and data automation techniques. Foundational knowledge of SQL and Python is essential to support screener automation, data cleaning, and process efficiency. Ability to translate investment themes and qualitative discussions into structured screening logic and quantifiable filters. High attention to detail with a strong focus on accuracy, consistency, and data integrity in outputs used for investment decisions. Skilled in organizing, visualizing, and presenting data-driven insights for internal use by fund managers and senior analysts. Clear communicator able to simplify complex ideas and collaborate effectively with cross-functional research teams. Proactive, self-motivated, and eager to learn across new tools, asset classes, and analytical frameworks. Prior internship or experience in a PMS, asset management company, investment research desk, or wealth platform will be an added advantage.

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

Exciting job opportunity at Acuity KP, Bengaluru- Job Purpose We are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European client ensuring we fulfil the applicable SLAs. Key Responsibilities Maintaining high quality in the below workflows by performing quality checks, providing training, mentoring and upskilling juniors: Spreading of the financial statements of corporates in the client proprietary platform. Analysis of financial statements of public and private companies for the credit appraisal process Conducting background research independently to understand the appropriate KPIs that are relevant to each borrower Monitoring covenants on a regular basis, performing validations and highlighting any Early Warning Signals Carrying out written credit appraisals, risk ratings, and credit notes for credit approvals Motivating and managing a team of analysts, planning workflows and liaising with global clients in ensuring that deadlines are met at the required standard Contributing to process improvement, providing value adds to the deliverables and automation of tasks Providing domain expertise in credit notes and credit appraisals Communicating clearly and confidently with internal and external stakeholders–both written and verbal Providing strategic thought leadership through the authoring of blogs and whitepapers on trending topic Key Competencies 10-15 years of experience in Commercial lending (corporate/wholesale lending) operations including origination, underwriting and portfolio monitoring activities Familiarity and expertise in a specific sector will be an added advantage Experience in complete delivery set-up, smooth roll-out of services and the implementation of best practices, feedback mechanisms, hiring and training the team Good knowledge of the products involved in entire value chain of commercial lending including underwriting, covenant monitoring, and portfolio monitoring. Hands on experience in carrying out tasks like credit appraisals, finalizing risk ratings, credit notes for credit approvals and ongoing monitoring. Excellent understanding of the financial statements of the corporates A Masters in Business Administration and/or a full/ part qualification in CFA will be an added advantage. A highly analytical mind and a high level of attention to detail Excellent written and spoken English communication skills A strong work ethic The ability to work independently and meet deadlines under pressure POC- Alka Sinha (alka.sinha@acuitykp.com)

1. Track equity & commodity markets, prepare pre/post-market reports. 2. Provide technical/fundamental insights, monitor global trends, create research studies. 3. Support sales with strategies, join webinars, and ensure SEBI compliance in research. Required Candidate profile 1. Graduate/Postgraduate in Finance, Economics, or related field. 2. NISM Series XV (Research Analyst) certification preferred or willing to obtain. 3. NISM Series VIII & XVI are an added advantage.

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 3 Years exp in Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

Hello, PFB Details: Role & responsibilities Lead sector and market research to identify high-potential investment opportunities (angel, early-stage, or established businesses). Engage with key ecosystem players including VCs, Investment Bankers, and Private Equity funds. Conduct detailed business and financial analysis of potential targets. Drive the complete investment lifecycle from deal sourcing and due diligence to closure and monitoring. Build and maintain a network of founders, funds, and financial institutions. Required skills: MBA (Finance), CA, or relevant qualification. Prior experience in VC, Investment Banking, or Private Equity preferred. Strong interpersonal skills – outgoing, proactive, and well-networked. Ability to take ownership and work independently. Passionate about startups, investments, and financial markets. Interested candidates can share their updated profile on rachna.thakkar@sums-corpsolutions.com

Qualifications/Requirements: Strong financial modelling skills and maturity to understand critical deal terms. experience at an investment bank solid transaction experience across a range of transaction types. Develop valuation for complex transactions . Impeccable research, quantitative and analytical skills, especially in explaining market events. Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail and quality deliverables. Experience with networking with VC & PE ecosystem in India & overseas. Strong communication skills and ability to work with tight deadlines. Willingness to travel.

About the Role: Grade Level (for internal use): 07 The Team Contributor Account Management Team will enable you to become a successful professional and gain valuable global exposure by working closely with our internal stakeholders, research contributors, commercial teams, and our clients. We are a group of over 30 members with a global presence in India, the Philippines, Japan, the U.K. and the U.S. The Impact We are the primary support channel for our research contributors when issues or queries arise with their content distribution, processing, tagging and readership. Additionally, we are responsible to effectively ensure our clients are properly entitled to the correct access set up on our platforms. These activities are to maintain and retain our relationship with contributors as well as support sales and commercial efforts to drive revenue. Whats in it for you The role entails a wide variety of responsibilities ranging from content quality assurance to client services and project management It offers a good mix of client facing and content focused work, as well as a good balance of independence and teamworking A successful team member will be able to develop skills in various aspects including customer service, project management, financial data, research technology, and SPGMI and competitors products and services Responsibilities Ensure that all Contributor Research content is being processed and tagged correctly Closely monitor of research upload and processing to the platform, variety of day-to-day QA activities Work closely with both internal and external stakeholders to coordinate smooth onboarding, troubleshooting, research content-related testing, research access issues and projects Analyze the clients research access to help and grow our research business Identify entitlement issues for our clients Serves as the primary support contact for our research contributors as well as for SPGMI clients queries about Investment Research content and functionalities What Were Looking For 2-3 years of experience in customer services (experience working with global clients is a plus) Excellent communication and relationship building skills, both verbal and written Ability to multi-task, prioritize and work on team-based projects, as well as work independently within shifting priorities (US or Europe hours) High integrity, accountability and personal responsibility Good time management and attention to detail Strong analytical skills; workable understanding of MS Excel and databases is preferred Fluency and eloquence in English is mandatory. Additional language skills are a plus About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction.For more information, visit www.spglobal.com/marketintelligence . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP203 - Entry Professional (EEO Job Group)

Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

JOB PURPOSE: Responsible for business generation including sourcing of Securitization deals form the Market. Close interaction with Originators/Counter Parties/Arrangers. Detailed Analysis of securitization deals including Financial Statement Analysis, Portfolio Analysis and Market Referencing. Presenting deals to the Committee/Approving Authority 2. PRINCIPAL ACCOUNTABILITIES: Business Generation/Sourcing of deals Balance Sheet analysis of the entity under consideration for Securitization Capturing relevant details from the documents and data entry for big ticket deals Credit Analysis -Portfolio analysis, static pool analysis, past trend and behaviour analysis Analysis of the data, deriving various ratios and related calculations Good at presentation to committees for transaction approval Coordinating with Originators/Arrangers/Trusts/Rating Agencies Checking on various parameters like Credit Ratings, Promoters, Group Companies etc and sharing observations. Close coordination across inter department. 3. REVELANT EXPERIENCE 4-8 years of experience in plotting and analysis of financials, P&L, BS. Past experience in Securitization (PTC/DA), Data /Credit Analytics etc shall be added advantage.

Role : Analyst Investment Research Qualification : MBA Finance Relevant Experience : 2--4 years RM : Project Manager / VP Candidate Industry : Research & Consulting / KPO Responsibilities: a. Handle various assignments for global financial services clients such as asset managers, PE/ VC funds, family offices, investment banks and corporate M&A teams. Deliverables may include (but not be limited to) equity/ credit research reports, financial models, business valuation, due diligence, pitch books/ information memorandums and macro/ sector/ markets analysis. b. Work on a diverse set of projects covering different asset classes (equities, credit, real estate and funds) and geographies. c. Understand client needs and scope out project requirements, execute projects with minimal supervision, engage with clients regularly through the duration of the project and present deliverables to clients. Experience & Skills : a. Relevant research and analysis experience in equity/ credit/ corporate finance and advisory. b. Excellent analytical and communication skills to effectively present to clients and understand their c. Skilled in financial modelling and valuation methods DCF, SOTP, IRR, trading and transaction comparable. d. Ability to perform in-depth analysis of companies/ sectors/ markets, to arrive at insightful conclusions and opinions that can feed into investment decisions. e. Well-developed skills in MS Excel, Word and PowerPoint. Personal Attributes : a. Ability to work against tight deadlines. b. Ability to work on unstructured projects largely independently. c. Expertise, or great comfort with numbers. d. Working knowledge of various statistical tools will be an added advantage. e. Foreign language proficiency will be an added advantage. f. Experience in research & analytics, proficient knowledge of financial markets g. High learning agility and skills in receiving and giving feedback. h. High level of focus, objective alignment, and emotional resilience.

Qualification : Bachelors in finance / accounting, Business, or related field. Masters / PG (e.g., CFA, CPA) is preferred. RM : VP/CEO Candidate Industry : Investment Banking / Market-Business Research, Consulting, KPOs. Responsibilities : Responsible for building financial models, identifying and structuring investment opportunities, and striking investment deals. This role requires extensive engagement with stakeholders, clients, and partners globally. The ideal candidate will have a robust commercial finance background, a strategic mindset, and a willingness to travel extensively. Financial Modeling Develop / maintain comprehensive financial models for customer projects & internal planning. Analyse project feasibility, financial performance, and return on investment. Provide financial insights and recommendations to support business decisions. Investment Strategy Identify and evaluate potential investment opportunities aligned with orgn strategic goals. Structure and negotiate investment deals, ensuring alignment with corporate objectives and financial targets. Collaborate with internal and external stakeholders to secure funding and investment partnerships. Commercial Finance Develop and implement financial strategies to optimize business performance and growth. Conduct financial analysis, forecasting, and budgeting to support strategic initiatives. Monitor financial performance and provide regular reports to the CEO and executive team. Stakeholder Engagement Travel to meet with clients, partners, and investors to build and maintain strong relationships. Represent at industry events, conferences, and meetings to promote financial strategies and investment opportunities extensively. Communicate complex financial concepts to non-financial stakeholders effectively. Reporting & Compliance Ensure compliance with financial regulations and reporting standards. Prepare and present financial reports to the executive team and board of directors. Maintain accurate and up-to-date financial records and documentation Personal Attributes: 10+ years experience in commercial finance, investment management, or related roles. Proven experience in financial modeling, investment analysis, and deal structuring. Strong analytical skills with ability to interpret complex financial data. Dynamic & excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders. Highly motivated, with a proactive approach to identifying and pursuing opportunities. Willingness to travel extensively, including internationally. Ability to work on unstructured projects somewhat independently. Foreign Language Proficiency will be an added advantage.

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across twelve offices. Job Description Position Overview Based at our Mumbai office, the Travel Team Coordinator is an essential member of the Workspace team. We are looking for someone who can provide a top-tier travel experience for team members across the globe. Someone who will ensure exemplary customer service regarding all things corporate travel, partner with external stakeholders, and ensure compliance with corporate policies. Reporting to the Travel Team Manager, the main responsibilities of this role will include but are not limited to: Liaise with service providers to procure travel arrangements Provide exceptional service to key stakeholders with planning and booking business trips directly - including flights, accommodations, commute, etc. Communicate with employees via phone, mail, or in person about the travel itineraries and address any concerns or questions they may have during or after their trip Ensure all trips are in line with travel policies and insurance Maintain relationships with employees, vendors, travel partners, and other stakeholders Input trip details onto our 3rd party system, International SOS, as part of our H&S policy and to allow Finance to track for taxable reasons Educate employees regarding the cancellation policy, refunds, or any penalties Qualifications Prior experience as a travel consultant, travel agent, or similar role with an exceptional customer service record Experience working in corporate travel is preferred Meticulous planner with attention to detail with bookings, payments or other travel-related requirements Excellent communication and managing skills to build and maintain client relationships Ability to work under tight deadlines and manage multiple client bookings Proficiency in English (written and spoken) Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : How will you be rewarded? Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning & Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health & Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Flexible work options, such as Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. Snacks & Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across twelve offices. Job Description Position Overview Third Bridge s Community content is generated from 1:1 consultations between investors and leading industry experts. Interviews are recorded, transcribed, quality checked, anonymised and made available to our client base via our Forum platform following an embargo period. As this content type continues to grow rapidly, we are recruiting a Proofreader to join our Editorial team and transform raw, verbatim transcripts of technical conversations into polished, error-free end products that are highly accurate, digestible, navigable and consistent in style, and that our clients can trust. Though starting with a focus on our Community product, you will eventually be trained on the editorial styles/tasks of all of our transcript-based content types and support with creating editorial guidelines for new products. You will be responsible for Editing and proofreading transcripts, ensuring each one is accurate, clear, grammatically sound, anonymised and aligned with our internal Style Guide Curating specialist profiles that highlight the experience that is most relevant to the piece of content Researching market events, acronyms, abbreviations, terminology, figures and other important datapoints/information to ensure they are captured accurately Making client-centric editorial and prioritisation decisions Distributing content to clients, always following strict Compliance requirements when doing so Consistently delivering high-quality content to strict daily deadlines while managing time effectively across multiple workflows and tasks Proactively and quickly resolving issues with internal and external stakeholders to get content to clients as soon as possible Escalating transcription errors and Style Guide misalignments, and contributing to the development of internal guidelines and processes to continually improve our content quality A successful candidate will Have a meticulous eye for detail, with outstanding listening, research and proofreading skills Have an exceptional command of English spelling, grammar, syntax and punctuation Have confidence to make editorial judgements that balance consistency, adherence to internal guidelines and client experience Demonstrate a curiosity and ability to read text with two mindsets - as an editor and as a reader - to identify and fix stylistic errors and subtle mistranscriptions, and to make edits that actively improve content Be a reactive self-starter who can deliver results independently and balance multiple tasks, deadlines and workflows effectively Be able to communicate effectively in written and verbal formats with stakeholders globally You will gain Exposure to technical content spanning across a range of industries and topics, from cloud computing, retail and pharmaceuticals to aviation, semiconductors and real estate, and themes from ESG to macroeconomic updates Thorough ongoing training on editing in several styles and contexts and on effective prioritisation that keeps client impact/experience at its core Access to first-hand insights from industry experts, ranging from C-level executives at multinational corporations to employees of local start-ups Experience of contributing to the development of exciting new products and guidelines that will influence Third Bridge s company-wide Style Guide Qualifications 3+ years professional experience in a proofreading/editorial role Bachelor s degree Familiar with financial content and business and/or industry-specific terminology Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : How will you be rewarded Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Hybrid work options, Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Snacks Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. The successful candidate must, by the start of the employment, have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across nine offices. Job Description Job Description As an Account Management Associate, you ll help your book of clients to access the full suite of research solutions Third Bridge offers. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services. With training and support from your close-knit team, you ll gain a deep understanding of our products, our clients preferences and needs, and ensure they can access the most relevant investment research when they need it most. With a helping not selling approach, you ll drive account growth by identifying relevant content or connecting them to industry experts to optimise their usage and increase our mindshare. You ll keep our systems up to date with client user preferences and other pertinent account data to help you and the wider team deliver a tailored content delivery service. In this role, you will: Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals. Identify and engage inactive or potentially new users across priority accounts and to increase utilisation of Third Bridge offerings Maintain constant dialogue with clients to understand their research processes and gather feedback on Third Bridge s services Support clients by offering training and demo sessions on how to use Third Bridge s services. Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems, ensuring tailored content and service delivery to exceed client expectations Collaborate with internal stakeholders - legal, marketing, research, sales and product teams, to ensure client requests are executed quickly and effectively Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach Qualifications Qualifications Bachelor s degree 2 to 4 years of account management and/or client support experience, preferably in a similar industry in B2B domain Strong communication, active listening, interpersonal and presentation skills Has remarkable upselling, cross-selling farming experience with existing client accounts Well honed skills to build trusted working relationships with key contacts in your clients Highly motivated with a track record of consistent achievement of quota(s) for at least 1 year Effectively leverages internal resources, tools and systems daily Experience applying industry and product knowledge in written and verbal client communications Successful past adoption and effective use of internal workflows, processes and technologies to accomplish work objectives Portrays sales drive, intellectual curiosity and a passion for learning Easily adaptable to changing, ambiguous and fast-paced environments Strong time management skills with the ability to multitask and prioritise work Familiarity with Salesforce.com as well as Microsoft Office and G-Suite tools Additional Information How will you be rewarded Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Hybrid work options, Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Snacks Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across nine offices. Job Description Job Description As an Account Management Associate, you ll help your book of clients to access the full suite of research solutions Third Bridge offers. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services. With training and support from your close-knit team, you ll gain a deep understanding of our products, our clients preferences and needs, and ensure they can access the most relevant investment research when they need it most. With a helping not selling approach, you ll drive account growth by identifying relevant content or connecting them to industry experts to optimise their usage and increase our mindshare. You ll keep our systems up to date with client user preferences and other pertinent account data to help you and the wider team deliver a tailored content delivery service. In this role, you will: Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals. Identify and engage inactive or potentially new users across priority accounts and to increase utilisation of Third Bridge offerings Maintain constant dialogue with clients to understand their research processes and gather feedback on Third Bridge s services Support clients by offering training and demo sessions on how to use Third Bridge s services. Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems, ensuring tailored content and service delivery to exceed client expectations Collaborate with internal stakeholders - legal, marketing, research, sales and product teams, to ensure client requests are executed quickly and effectively Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach Qualifications Qualifications Bachelor s degree 2 to 4 years of account management and/or client support experience, preferably in a similar industry in B2B domain Strong communication, active listening, interpersonal and presentation skills Has remarkable upselling, cross-selling farming experience with existing client accounts Well honed skills to build trusted working relationships with key contacts in your clients Highly motivated with a track record of consistent achievement of quota(s) for at least 1 year Effectively leverages internal resources, tools and systems daily Experience applying industry and product knowledge in written and verbal client communications Successful past adoption and effective use of internal workflows, processes and technologies to accomplish work objectives Portrays sales drive, intellectual curiosity and a passion for learning Easily adaptable to changing, ambiguous and fast-paced environments Strong time management skills with the ability to multitask and prioritise work Familiarity with Salesforce.com as well as Microsoft Office and G-Suite tools Additional Information How will you be rewarded Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Work from Anywhere program, hybrid work options, and flex days, offered at the company s discretion and subject to annual review. Snacks Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.