5 Investment Services Jobs

Are you passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments Do you hold an MBA in Marketing & Finance or equivalent qualification If yes, then we invite you to join PA Wealth, where learning meets growth, offering exciting opportunities for professional development and financial success. At PA Wealth, we are dedicated to providing specialized services in Sales & Marketing of Investment products, with a focus on Leads conversion. As a member of our team, you will have the chance to immerse yourself in the dynamic world of investments and learn how they can create substantial wealth for investors. If you are enthusiastic about building a career based on our investment philosophy and are committed to becoming a leader in investment services, then we want to hear from you. If you have a keen interest in Stock Markets and are eager to leverage your knowledge and skills in Sales & Marketing within the realm of Investments, then PA Wealth is the perfect place for you to grow and excel. Share your resume with us at careers@pawealth.in and take the first step towards a rewarding career with us.,

As the Vice President, Accounting at BNY, you will play a crucial role in monitoring month-end close activities, variance analysis, and general ledger balance sheet account reconciliations. Your responsibilities will include overseeing the journal entry process, Blackline general ledger reconciliations, and month-end closing of books of accounts. Your expertise in areas such as accruals, prepaid expenses, variance analysis, and lease accounting will be essential in this role. You will be expected to comprehend agreements and statements of works to ensure accurate accounting practices. Strong knowledge in reviewing journal entries, substantiating supporting documentation, and conducting general ledger balance sheet account reconciliations will be necessary. Additionally, you will need to make decisions and escalate issues to local or onshore management as required. To excel in this position, you should proactively identify unique business scenarios, think innovatively, and implement process improvements to enhance efficiency. Providing analytical support for audits, ad hoc requests, and special projects will also be part of your responsibilities. Being a self-starter, effective communicator, and relationship builder will enable you to deliver customer-centric solutions and drive process improvements. The ideal candidate will have at least 12 years of experience in Record to Report (R2R - General Accounting) and hold a qualification such as M.Com, MBA, CWA-Inter, CA-inter with significant post-qualification experience. Strong written and oral communication skills, finance, accounting, and problem-solving abilities are crucial for this role. Proficiency in client handling, experience in Banking, Financial Services, Insurance (BFSI), Investment Management, and Investment Services will be advantageous. BNY is an Equal Employment Opportunity/Affirmative Action Employer, valuing diversity and inclusivity. The organization offers a range of benefits and rewards to support its employees. Join us at BNY to be part of a team that shapes the future of finance and makes a positive impact on the world.,

The role offers exciting opportunities for professional development and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. The ideal candidate should hold an MBA in Marketing & Finance or equivalent, along with a minimum of 3-4 years of relevant experience. PA Wealth provides a platform for individuals who are passionate about building a career in Stocks, Mutual Funds, and related Investments. The company is dedicated to educating its employees on how investments can create significant wealth for investors, aligning with their investment philosophy. They are looking for candidates who are committed to becoming leaders in investment services and have a keen interest in Stock Markets. If you are enthusiastic about learning and growing in the finance industry and want to be a part of a dynamic team, then this opportunity at PA Wealth is for you. Share your resume at careers@pawealth.in and take the next step towards a rewarding career in investments.,

KKR is a leading global investment firm that offers alternative asset management, capital markets, and insurance solutions. KKR aims to generate attractive investment,

Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals Work closely with Private Wealth Advisor teams to support their AYCO clients Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions Manage cash balances and private banking services in accounts Resolve time sensitive client service-related issues, including complex situations Plan and manage new account onboarding process, asset transfers and other account service requests Managing the pipeline of new business opportunities in Salesforce Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc. Facilitate various aspects of client portfolio performance reporting and analysis Assist with tax activities, including tax return quality control, estimated payments, e-filing Interface with internal groups to complete various investment and operational tasks. Complete positive/negative consent client emails, handle exception tracking and comments. QUALIFICATIONS SKILLS EXPERIENCE WE RE LOOKING FOR Bachelor s degree required as minimum, MBA preferred Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook Ability to maintain a high level of confidentiality Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to be innovative, pro-actively manage time and follow through to complete tasks Demonstrated excellent verbal and written communication skills Demonstrated ability to multi-task in a fast-paced environment