105 Investment Strategies Jobs

What you will be doing at Evalueserve Support investment banking firms on various products, such as pitch books, benchmarking analysis, company comparables, precedent transaction analysis, databases, screening, industry studies, ad-hoc research, etc. Handle responsibilities such as allocating work, running quality checks on deliverables, training and guiding team members, maintaining efficiency, ensuring adherence to service-level agreements (SLAs), and internal client communication Provide effective, constructive, timely, and objective feedback to team members for their overall grooming and development Handle ad hoc research and recurring requests as per client requirements What we're looking for Graduate (BTech / BA / BBA / BBE / BCom, etc) from a reputed institute / MBA in finance / masters degree with majors in economics or accounting / chartered accountant / chartered financial analyst / any equivalent degree About 3-7 years of relevant experience in investment banking Strong accounting and finance skills Knowledge of database tools, such as FactSet, Thomson ONE, Capital IQ, Factiva, and Bloomberg Proactive contribution to firms goals and mission Ability to challenge current thinking by implementing new ways of working Strong organizational skills, keen attention to detail, and the ability to manage and prioritize multiple projects. Strong strategic management capabilities, highly developed analytical and problem solving skills, and the ability to develop innovative solutions Good MS Office skills Excellent communication and interpersonal skills Attentive and active listener Ability to ensure timely completion of tasks within areas of responsibility.

Key responsibilities are as follows: Provide assistance on negotiation on documentation relating to all aspects of our investments, including equity and debt term sheets, loan agreements and equity sale and purchase agreements Advising on regulatory matters impacting our investments (including global and local regulations, such as the Bank Holding Company Act and the Volcker Rule) Working with compliance and other control-side teams on regulatory matters and investigations Liaise with the regional and global legal teams on all matters impacting the investment and fund business Assist in the preparation of submission materials to, and presentation at, the internal regional and global committees The role requires the ability to work independently and to manage a varied and complex workload meeting tight deadlines. Lawyers in our team thrive on the pressures of delivering consistently high quality advice to a dynamic, constantly evolving, business. Qualifications and Requirements: India qualified lawyer with 9-14 years PQE Relevant post-qualification experience either with a reputable law firm or as in-house counsel with a fund Strong grounding in equity and hybrid credit deal related documentation and legal matters, applicable laws and regulations, with a focus on India Team player with exceptional communication skills Preferred Qualifications Highly organized, attention to detail and excellent follow - through Demonstrated client service focus and ability to build relationships across different levels, functions and regions Ability to balance multiple, time-sensitive projects while maintaining a longer term strategic focus

Responsibilities Perform detailed credit assessments and continuous monitoring of the credit quality of existing and potential limited partners. Build, maintain, and update a comprehensive database of investor information, ensuring accuracy, and reliability of data related to credit assessments and financial performance. Analyze financial statements, credit reports, market trends, and economic indicators to assess creditworthiness and predict potential risks. Develop and maintain advanced credit rating models and analytical tools for effective risk assessment and trend prediction. Collaborate closely with structuring, compliance, and risk management teams to ensure alignment with internal policies, external regulatory requirements, and best practices in credit analysis. Provide strategic insights and recommendations to senior management on credit risk, based on data-driven analysis, market conditions, and investment strategy implications. Stay informed on regulatory changes, economic developments, and industry trends that could impact the credit quality of investors or the broader investment landscape. Requirements Strong academic background - in finance, business, math, or accounting degree with a minimum 3.5 GPA equivalent / CFA preferred 2- 6 years of relevant experience in credit analysis, risk management, or a similar role within the financial services industry, with preference for specific exposure to credit quality monitoring of certain investor types Demonstrated ability to manage and analyze large datasets, with proficiency in database software and financial analysis tools. Strong analytical, quantitative, and problem-solving skills, with a keen eye for detail and accuracy Excellent communication skills, capable of presenting complex information in a clear and persuasive manner to stakeholders at all levels Deep understanding of the structure and dynamics of capital call facilities, the role of limited partners, and the operational aspects of private equity and private credit funds Ability to work independently and as part of a team in a dynamic, fast-paced environment Ability to work under tight time constraints and extended hours as required

WEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. BUSINESS OVERVIEW Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. YOUR IMPACT Private Wealth Management (PWM) Operations team is seeking an Analyst/Sr. Analyst to join the Client Onboarding Transformation team. The professional will collaborate with our Product Stakeholders for upliftment of legacy onboarding screens, testing end-to-end from mainstream to downstream applications to ensure correct onboarding flow from different sources to facilitate account onboarding for PWM Clients while maintaining quality and ensuring compliance to Firmwide and internal regulatory policies. There will be a strong focus on providing best in class client service and subject matter expertise to our business partners and clients directly. The professional will also have the opportunity to be innovative by improving processes, reducing risk and increasing efficiency. Client Onboarding Transformation acts as a Testing Center of Excellence that is a model of a centralized testing platform which provides for standardizing testing process and optimal utilization of resources for testing purpose. It brings together the best practices & tools in a shared architecture which can be leveraged across multiple projects/teams. We work closely with PWM Business teams, PWM Tech, and other Operations groups to ensure a positive client experience during the onboarding process. Client Onboarding is a dynamic, fast paced and highly regulated function that focuses on account documentation, data integrity, risk management and regulatory requirements. HOW YOU WILL FULFILL YOUR POTENTIAL In Wealth Management, we help our clients pursue their wealth management goals through careful advice & investment management. Wealth Management Engineering plays a pivotal role in building the tools and applications our business needs to effectively manage and support our client s diverse requirements. We support the entire user experience starting with onboarding through to maintenance, UI uplift, performance, as well as providing clients access to their portfolios online via Goldman.com. BASIC QUALIFICATIONS Bachelors degree in Computer Science, Engineering, or related field 0-3 years of Experience in software testing or test automation Familiarity with Selenium and testing frameworks like TestNG, or Cucumber Comfortable using Git and test management tools like JIRA for Test Management and Zephyr Knowledge of testing concepts, methodologies, and technologies Ability and skills to understand business requirements, analyze and write test scripts Good interpersonal communication skills Pro-activeness, flexibility, and creativity in driving results Good collaboration and stakeholder management skills Good understanding of Agile methodologies Defect Management for quick defect resolution Document test cases and capture evidence Manage multiple tasks, great analytical skills and use sound judgement Preferred Banking and Finance experience Preferred working knowledge of Alteryx and Tableau

Job Description In this crucial role, you'll work with business management in assessing business performance using various measures including customer satisfaction, revenue and capital efficiency We'll look to you to support senior originators in building and maintaining the business with target client base This is a fantastic opportunity to hone your skills since you will be developing domain expertise in the businesses, supported through trainings, self-development and internal rotation We're offering this role at associate level What you'll do As a Financing & Risk Solutions Associate, you will be supporting the effective management of transactions to make sure that all activities are in line with the bank's policies covering conduct, operational, credit, and regulatory risks. Additionally, you'll be preparing analysis, pitching materials, term sheets, post-transaction reviews and other documentation to support origination activities. You'll also be assisting with client deep dives, navigating the sales coverage teams and gathering feedback from internal client touchpoints. Your day-to-day activities will be: Preparing pitch-books including investor presentations, analysing market dynamics, identifying market trends, generating trade ideas and other marketing materials Preparing corporate finance advisory materials and models covering the US technology space Tracking US and European markets and preparing market update slides on investment grade, high yield and leveraging loan markets Writing weekly market commentary for circulation to clients, updating and maintaining internal databases such as transaction issuance, investor order books, pricing analysis, deal reviews Analysing key financials and preparing peer comparison tables, including spreads and yield analysis and generating trade ideas and identifying arbitrage opportunities The skills you'll need: To succeed in this role, you'll need to hold an MBA in Finance or a CA, CFA, FRM qualification. You'll have working knowledge of financial databases likeBloomberg, Intex, Reuters, Factset and Dealogic , along with an excellent understanding of financial statements including profit and loss, balance sheet and cash flow . Additionally, it will be an advantage if you have already worked in US markets and hold corporate finance or equity research experience, along with knowledge of various debt products and markets. You'll also demonstrate: Experience of working in a daily cash management, fixed income, investment banking or credit research analytics function supporting a debt business Knowledge of investment banking and credit related products Strong knowledge of ratio analysis, key drivers for various sectors, pitch books and basic financial modelling Strong communication and interpersonal skills with the ability to build relationship with key stakeholders Excellent analytical and numerical skills as well as strong problem solving and logical thinking skills

Diensten Tech Limited is looking for Finance Executive to join our dynamic team and embark on a rewarding career journey A finance executive is responsible for overseeing an organization's financial planning, reporting, and analysis Key responsibilities include: Developing and implementing financial strategies to support the organization's goals and objectives Preparing and analyzing financial reports, budgets, and projections to provide insights and support decision-making Overseeing financial operations and ensuring compliance with financial regulations and accounting standards Monitoring financial performance and identifying areas for improvement Communicating financial information to stakeholders, including executives, boards of directors, and investors Developing and maintaining relationships with banks, financial institutions, and other stakeholders Managing financial risks and ensuring effective risk management strategies are in place Evaluating and recommending financial investments and new business opportunities Leading finance teams and providing guidance and support to achieve departmental and organizational goals 0 Staying up-to-date with financial market trends, regulations, and best practices Qualifications: Strong knowledge of finance, accounting, and financial analysis Demonstrated experience in financial planning and analysis, budgeting, and financial reporting Excellent leadership, communication, and interpersonal skills Strong analytical skills and the ability to think critically and solve complex problems Familiarity with financial software and financial reporting tools

Description We are seeking a dynamic individual to join our team as a BFSI APAC Drive specialist in India. This role focuses on driving business strategies and initiatives within the Banking, Financial Services, and Insurance sector across the APAC region. Responsibilities Drive BFSI (Banking, Financial Services, and Insurance) initiatives across the APAC region. Collaborate with cross-functional teams to develop and implement strategies that enhance business performance. Analyze market trends and customer needs to identify opportunities for growth. Manage relationships with key stakeholders, including clients and partners in the BFSI sector. Conduct regular assessments of project progress and performance metrics to ensure alignment with business objectives. Skills and Qualifications 1-10 years of experience in the BFSI sector, preferably in a business development or strategy role. Strong analytical and problem-solving skills, with the ability to interpret complex data and trends. Excellent communication and interpersonal skills to effectively engage with clients and stakeholders. Proficiency in financial analysis and market research methodologies. Understanding of regulatory frameworks and compliance issues within the BFSI industry. Ability to work independently and as part of a team, managing multiple projects simultaneously.

Assist /help SP to generate leads and log in prospective applications Driving and motivating the bank SP, logging in applications sourced, through operations department Tapping the right database of the branch and ensure authentic documentation Build relationship with the business partners and ensure self and SP targets are met effectively Adhering to PNB MetLife policies and providing need based selling support. Ensuring that customers are well informed of the product features sold through SPs/ Bank Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without fail Ensure high level of Persistency & Customer Service to the customers.

Assist /help SP to generate leads and log in prospective applications Driving and motivating the bank SP, logging in applications sourced, through operations department Tapping the right database of the branch and ensure authentic documentation Build relationship with the business partners and ensure self and SP targets are met effectively Adhering to PNB MetLife policies and providing need based selling support. Ensuring that customers are well informed of the product features sold through SPs/ Bank Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without fail Ensure high level of Persistency & Customer Service to the customers.

Job Summary: We are seeking a highly skilled and experienced AVP – Investment Strategies” to join our team at “ Steptrade Share Services Private Limited. ” The ideal candidate will have a strong background in financial markets, a passion for equity research, and the ability to guide investment strategies through deep analysis and informed insights. Key Responsibilities: Drive investment strategy formulation through in-depth research and analysis of equities, sectors, and macroeconomic trends. Lead the development of financial models , perform complex valuation analysis , and identify high-potential investment opportunities. Monitor global and domestic market developments , economic indicators , and corporate actions to assess potential portfolio impacts. Produce high-quality investment reports , stock recommendations, and strategic outlooks tailored to client needs and internal use. Collaborate directly with HNIs, institutional investors , and internal stakeholders to support and guide portfolio construction and optimization. Implement and oversee risk assessment frameworks , ensuring recommendations are aligned with client risk profiles and regulatory standards. Present investment theses and strategic insights to senior management and clients with clarity, confidence, and actionable direction. Stay updated with the latest SEBI regulations , compliance standards, and industry best practices. Requirements: Minimum 5 years of experience in equity research, investment advisory, or portfolio analysis. Strong analytical and quantitative skills with expertise in financial modelling and valuation tools. Excellent communication and presentation skills. Hands-on experience with Bloomberg, Reuters, MS Excel (advanced level), and other financial tools. Ability to work in a fast-paced, client-driven environment with high attention to detail. Self-motivated, proactive, and able to work independently or in a team. Relevant professional qualifications: Master’s in Finance/Economics, CA, or CFA (preferred).

As a Bengaluru Deal Team Analyst, you will work directly with deal teams in APAC markets, supporting the investment process from origination to execution. The role offers a significant opportunity to kick-start your career in Private Equity, with potential career progression to Associate roles in major hubs globally with EQT. Key Responsibilities: Staffed on the end-to-end process of deals collaborating with global investment teams where you will be an active day-to-day member of the team. Assist in Deal Origination tasks including market mapping, competitor analyses, and company profiling. Engage in Deal Assessment by conducting industry deep-dives, peer benchmarking, and sizing Total Addressable Market (TAM) / Serviceable Available Market (SAM). Perform financial analysis and develop valuation models. Prepare presentations and reports for investment teams (i.e. investment committee and portfolio performance materials) and relevant external stakeholders e.g. advising banks. Actively participate in the transaction process, contributing to project management and investment strategy. Support Portfolio Monitoring through KPI tracking, portfolio benchmarking, and aiding further M&A activities. Participate in the Analyst Program training and provide onward training and mentoring to later intakes. Basic Qualifications: MBA / Master s degree in Economics, Finance, Accounting, or a related field. Minimum 1 year of relevant deal experience in Investment Banking or related financial services. Strong analytical skills and a keen interest in finance and valuation principles. Proficiency in Microsoft Office, particularly Excel and PowerPoint. Excellent communication and interpersonal skills, with the ability to work collaboratively across global teams. Ideal Candidates: Proactive, enthusiastic, and team-oriented approach. Strong client service orientation and commitment to meeting tight deadlines. Ability to handle multiple workstreams simultaneously in a fast-paced environment Detail-oriented with an analytical mindset. A passion for diversity, equity, and inclusion. What We Offer: Exposure and a broad range of responsibilities offering a robust start to your career in Private Equity. Opportunities for interaction with international deal team professionals and potential for travel for assignments. A supportive environment that fosters career growth and development, with potential for conversion to higher roles based on performance. Expected start date: April 2025 Inclusion at EQT Our vision for EQT employees is to build high performing & engaged teams. Our competitive edge comes from fostering an environment where every individual feels valued, empowered, and motivated to drive business impact. Our commitment to inclusion is not just about fairness; We understand and believe that being a great place to work drives the best performance.At EQT, inclusion is a business imperative and its embedded into our talent strategy, decision-making, and culture to ensure that every individual and team operates at their full potential. By doing so, we unlock better collaboration, stronger innovation, and superior investment outcomes. About EQT EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of almost three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business development, from start-up to maturity. EQT has EUR 269 billion in total assets under management (EUR 136 billion in fee-generating assets under management), within two business segments Private Capital and Real Assets. With its roots in the Wallenberg family s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does. EQT has offices in more than 25 countries across Europe, Asia and the Americas and has more than 1,900 employees. More info: www.eqtgroup.com Follow EQT on LinkedIn , X , YouTube and Instagram Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Will you require EQT to sponsor you to obtain, maintain or extend current or future employment/work authorization? * Are you a current or former employee of EQT? * Please state in which industry you are currently working * The purpose for collecting and processing this information is to be able to consider your suitability for a role within our organization and to be able to contact you in this regard. If you are interested in this and future openings at EQT Group please make sure to tick both boxes below. Please also confirm you have read and acknowledge our privacy notice . 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Max Life Insurance Company Limited is looking for Relationship Manager - Affluent Banking to join our dynamic team and embark on a rewarding career journey Client Relationship ManagementBuild and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions Conduct regular portfolio reviews and financial health check-ups to assess clients' financial performance and make necessary adjustments Business DevelopmentIdentify potential affluent clients through various channels, including referrals, networking, and market research Develop and execute strategies to acquire new affluent clients and grow the portfolio size Collaborate with product specialists, marketing, and other teams to enhance product offerings and improve client acquisition and retention Wealth Management SolutionsRecommend and sell a range of financial products and services, including investment products, insurance, retirement planning, and estate planning, tailored to individual client needs Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice Compliance and Risk ManagementEnsure compliance with all internal policies, procedures, and regulatory guidelines Monitor and manage potential risks within the portfolio, working to mitigate any adverse effects on clients' investments Team CollaborationCollaborate with internal teams, including relationship managers from other divisions, wealth specialists, credit officers, and customer support, to deliver comprehensive and seamless services to clients Work closely with the support teams to ensure smooth onboarding of new clients and efficient handling of any client-related issues RequirementsBachelor's degree in finance, economics, business, or a related field Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service Strong knowledge of financial products, investment strategies, and wealth management solutions Excellent communication and interpersonal skills to establish and maintain client relationships effectively Analytical mindset with the ability to assess clients' financial situations and recommend suitable solutions Knowledge of relevant banking regulations

Cash Management Investment Reporting as required by IRDAI, Regional team and Management Monitoring various limits prescribed by IRDAI for various investments Knowledge of Investment Accounting and interaction with the Finance & Actuarial team for financials & reporting. Excellent understanding of IRDAI Investment regulations and Investments systems Responsible for all Investment related audits Independent evaluation of Competitors performance with respect to General Account & Separate account. Review, monitor and assess investment risk associated in the following areas : Derivative risk, Liquidity Risk, Market Risk, Credit Risk & ALM Risk. Review, monitor and assess Dealing Room Controls and Checks.

Role & responsibilities Develop and implement a comprehensive investment promotion strategy and roadmap, aligned with inputs from the CEO and COO of Invest Karnataka Forum (IKF) Identify and prioritize high-potential sectors for targeted outreach Analyze global geopolitical trends and market dynamics to refine investment approaches and target relevant companies Broaden and manage the investment lead pipeline; support Sector Leads in generating quality leads 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 Prepare detailed project plans to ensure the actual grounding of investments Lead interventions required to convert potential leads into committed projects 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 investment promotion approach Conduct periodic team reviews and assess performance against agreed KPIs Keep the team informed on global and domestic trends related to technology, investments, disinvestments, and evolving sector dynamics Develop and manage CapEx and OpEx budgets using advanced tools (e.g., Bloomberg, Reuters) Preferred candidate profile Equal opportunity 31-to-38 years in age. NOT MORE THAN 40 8-to-15 years in work experience Speaking proficiency in Kannada preferable Tenure & nature of Employment. Contractual for 3 years; Perpetually renewable basis performance and mutual interest

JOB PURPOSE To assist the President-Investments to ensure that a consistent, high level of Investment oversight and management support is maintained, by helping him with management and oversight of the Investment teams, reviewing portfolio composition and performance, and Investment risk, supporting him in the production of reports and presentations, in developing strategies to improve overall performance and Investment risk management of the various teams and for his decisions about staffing plans/product mix PRINCIPAL ACCOUNTABILITIES Portfolio and Investment risk Oversight Review portfolios and performance of the Investment teams. Help with data required for improving Investment performance. Prepare risk management reports Leverage Investment team portfolio reports to create aggregate Group performance, risk and exposure reports Coordinate the production of holdings and performance reports for management and present results to management and business partners Provide evaluations of portfolio risk, including analysis of value at risk (VAR), interest and spread duration, and equity duration Maintain data used for identifying, collecting, capturing, analyzing, and measuring exposure, risk and returns Assist with the performance data on Investment teams for annual reviews Monitor financial and non-financial risks related to investments and market Maintain dashboards Build reports in Bloomberg and Excel Undertake quantitative analysis using financial packages and software, including portfolio management software Investment Policy and Framework Assist in the review of research and investment policies, Investment process development and enhancement, Investment risk framework, research collaboration between teams, local regulatory frameworks, and performance evaluation Track, monitor and provide inputs to drive ESG portfolio for entire investments segments of the Group Deliverables and Projects Assist in coordinating and implementing projects within the Group. Work with CIOs on projects directed by President-Investments Document and track the results of all action items and deliverables. Track various issues under investigation and resolution process and provide regular reports on the status Release a monthly newsletter which includes key events affecting markets, announcements and other regulatory updates Reports and Presentations Assist in the design and preparation of presentations and other materials for use by President-Investments. Research content and validate data for presentations. Assist with quality content for Interviews, meetings with CIOs and other meetings as well as for white papers Assist in the preparation of board and IC presentations. Gather data for the same Work independently on monthly Investment Committee reports and other presentations in liaison with group companies Investment Administration Support with Investment administration tasks and with Investment management resources and tools Become proficient in the use of the Group’s portfolio accounting, trading and performance measurement systems MAJOR CHALLENGES Relationship management: Will need to work closely with the Investment teams. Will have to build camaraderie with the teams so that they can trust and depend on him/her Project management: Will often work on multiple projects simultaneously. He/She must be able to organize and manage their time to complete all projects in time

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Sr. Analyst - Investments We are looking to hire a Sr. Analyst- Investments in the Mercer Viewpoint (MVP) team The role will be responsible for working closely with the investment managers, delivering comprehensive and accurate reports for wealth management clients and support related functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of reports and other operations Communicate with investment managers to gather and/or clarify data for reporting Ensuring compliance with all internal and client policies Active Participation in Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Knowledge of investment strategies and ability to write reports covering details of the investment process Exposure to Global Capital Markets and working knowledge of various Asset Classes Good command of MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up to date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1 year s overall experience Graduate (B.com, BBA or equivalent). masters degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Excellent communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to client queries What makes you stand out? Adaptable communicator, facilitator, influencer and problem solver High attention to detail Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc and visualization tools such as Power BI, Tableau etc Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as we'll as benefits and rewards to enhance your we'll-being.

The successful candidate would focus on managing portfolio activities related to Goldman Sachs flagship and custom models and driving key initiatives across our fast-growing retails models business. This role is highly analytical and detail-oriented, with emphasis on ability to scalably manage and evaluate investment exposures across many portfolios, asset classes and investment strategies. Core Responsibilities: Managing multi-asset class portfolios in line with client guidelines, internal investment policies, and regulatory constraints. Exercising leadership qualities and judgment, with expectation of being able to perform key portfolio management responsibilities within a few months after joining. Structuring trades to facilitate portfolio activity across asset classes and product types (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Working closely with the Central Trading Desk and external parties overseeing trade execution. Working closely with other MAS teams to execute strategic and tactical investment ideas with consistency and scale, including determining optimal instruments to trade based on portfolio-specific, regulatory and market- related considerations. Serving as investment-side oversight lead for complex portfolio events, including launch and onboarding of new model portfolios, client mandates and portfolio restructurings, requiring coordination across multiple internal stakeholder teams throughout the firm, as well as external model business partners. Enhancing business scale by leading and overseeing projects aimed at improving trading and risk management processes, infrastructure and analytics to further accelerate the team's ability to meet growth objectives, execute on portfolio management activities and mitigate trading risks. Designing investment and risk analytics for retail models and facilitating model delivery to retail platforms. Creating and improving investment and portfolio construction frameworks across asset classes, enhancing expertise in terms of investment alternatives. Reviewing new portfolio design and investment strategies for client portfolio suitability, with specific focus on our ability to effectively manage and implement such portfolios and strategies. Basic Qualifications: Master's Degree or equivalent 0-3 years of investment management experience, with successful track record of employing qualities and functional abilities referenced Detail-oriented and organized with the ability to manage multiple tasks in a fast-pacedenvironment Quantitative analysis andskillset; strong programming skills in at least one language such as Python Out-of-box thinker with intelligent, creative, problem-solving abilities Leadership and project management qualities; experience working in global, cross-regional, cross-functional team A self-starter with consistently positive attitude and eagerness to thrive in a teamenvironment Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles and of factor investingapproaches Ability to communicate investment strategies and rationales to audiences of varying levels ofsophistication Excellent writing and communicationskills Risk management and controlorientation Proficient in Excel and PowerPoint; Bloomberg, Reuters or financial data systems knowledgepreferred Advanced degree or CFA designation preferred

Description We are seeking an experienced Financial Consultant to join our team in India. The ideal candidate will have a deep understanding of financial markets and a proven track record of helping clients achieve their financial objectives. Responsibilities Conduct financial analysis and modeling to support client decision-making. Develop and implement financial strategies to help clients achieve their financial goals. Provide expert advice on investments, estate planning, and tax strategies. Prepare and present financial reports and recommendations to clients. Monitor and manage client portfolios to optimize returns and mitigate risks. Stay updated on market trends and regulatory changes to provide informed guidance. Skills and Qualifications 20-30 years of experience in financial consulting or a related field. Strong analytical and quantitative skills. Proficiency in financial software and tools such as Excel, QuickBooks, or similar. Excellent communication and interpersonal skills to interact effectively with clients. Knowledge of investment strategies, tax regulations, and financial planning. Professional certifications such as CFA, CFP, or CPA are highly desirable.

Write original, high-quality content that is engaging and accessible for a wide range of audiences, including blog articles, whitepapers, infographics, and other forms of content Conduct extensive macro-level research on financial products, industry trends, and market conditions Analyse and interpret complex financial data, including economic indicators, company financial statements, and market reports Generate well-researched reports, articles, and other written content on various financial topics, including investment strategies, risk management, market trends, and regulatory changes Collaborate with cross-functional teams, including analysts, portfolio managers, and marketing professionals, to gather information and insights for research projects Stay up-to-date with industry news, emerging trends, and regulatory developments that may impact the financial markets Identify potential investment opportunities and provide recommendations based on thorough research and analysis Assist in the development and maintenance of financial models, forecasting tools, and other analytical resources Proofread and edit financial content for accuracy, clarity, and adherence to style guidelines Ensure compliance with legal and ethical standards in all research and writing activities Strong Analytical and problem-solving skills Collaborative and result oriented Structured approach of thinking and execution Experience in working in Agile practices

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect? We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. What is in it for you? Opportunity to be a part of world s leading insurance broker and risk management company with client in over 130 countries with over 80,000 people Commitment to Diversity and Inclusion, Corporate Social Responsibility, and Sustainability A competitive salary, employee friendly policies, health care and insurance for you and dependents A respectful work environment that values healthy work-life balance Future career opportunities across a global organization to perform and grow Chance to be a part of a dynamic work culture that rewards innovation and collaboration Curated training programs with enhancing skills and building knowledge opportunity We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of Analysts and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1-2 years experience overall Graduate (B.com, BBA or equivalent). However, Masters Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out? Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines About Mercer At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers. We re in the business of creating more secure and rewarding futures for our clients and their employees For more than 80 years, we ve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, we ve been united in our mission of enabling people around the globe to live, work, and retire well. Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.

Job Title: - Head of Corporate Finance Solar Energy Location: - Kolkata, West Bengal Gender Preference: - Male Experience: - 20–25 years Employment Type: - Full-time Industry: - Solar Energy Job Summary: - We are seeking a seasoned finance leader to oversee and drive the corporate finance functions within our solar energy organization. This role demands a strategic thinker with extensive experience in financial management, project finance, fundraising, and investor relations. The ideal candidate will possess a deep understanding of the renewable energy sector, particularly in solar energy projects, and will be instrumental in steering the company's financial strategy to support its growth and sustainability objectives. Key Responsibilities: Develop and implement comprehensive financial strategies aligned with the company's long-term goals. Lead financial planning and budgeting processes, ensuring alignment with corporate objectives. Assess capital allocation priorities and investment opportunities to maximize shareholder value. Provide financial guidance and strategic recommendations to the CEO, executive leadership team, and board of directors. Project Finance and Fund Management Lead the financial planning and execution of solar energy projects, including feasibility studies and cost planning. Manage debt syndication, equity funding, and private equity investments for project financing. Oversee the preparation of project information memorandums and financial models. Drive interactions with banks and financial institutions from conceptualization to financial closure. • Manage the company's liquidity, cash flow, and investment strategies. Oversee banking relationships, including credit facilities, cash management, and capital market transactions. Develop and implement treasury policies and procedures to optimize the company's financial position and mitigate risks. Investor Relations and Stakeholder Communication Build and maintain strong relationships with investors, analysts, and other external stakeholders. Lead investor relations activities, including earnings calls, investor presentations, and meetings. Provide transparent and timely communication to internal stakeholders, including senior management and the board of directors. Financial Reporting and Compliance Ensure the accuracy, timeliness, and compliance of financial reporting, including regulatory filings and internal management reports. Oversee the preparation of financial statements in accordance with accounting standards. Implement and maintain effective internal controls over financial reporting to safeguard assets. Risk Management and Governance Identify, assess, and mitigate financial risks, including market risks, credit risks, and operational risks. Establish risk management policies and procedures. Ensure compliance with corporate governance standards, ethical guidelines, and regulatory requirements. Desired Qualifications and Skills Qualified Chartered Accountant (CA), Cost Management Accountant (CMA), or Master of Commerce (M. Com). 20–25 years of experience in corporate finance, with a focus on the solar energy sector. Proven track record in managing large-scale project financing, debt syndication, and fundraising. Strong understanding of financial modelling, CMA preparation, and due diligence processes. Experience in managing investor relations and stakeholder communications

HR Business Partner (HRBP) Fundraising Experience Location: Noida Employment Type: Full-Time Experience Level: 4–8 years About the Role: We are looking for a strategic and business-savvy HR Business Partner (HRBP) who has experience supporting organizations during their fundraising journey . In this role, you will partner directly with the leadership team to align people strategies with business objectives, especially during capital-raising phases. You will ensure that organizational readiness, talent planning, and culture-building are synchronized with growth and investor expectations. Key Responsibilities: Strategic HR Business Partnership Act as a trusted advisor to founders and leadership on all people-related matters. Translate business priorities into actionable HR initiatives aligned with organizational growth. Lead workforce planning to support scale-up post-funding. Fundraising Support (HR Scope) Prepare HR documentation for investor due diligence, including org structure, headcount plans, compensation benchmarks, and ESOP allocation. Collaborate with leadership to articulate the company’s people strategy during funding rounds. Ensure HR policies, processes, and data meet the transparency and compliance expectations of investors. Organizational Readiness Build and maintain scalable HR frameworks (policies, compensation philosophy, leveling, etc.). Support change management during high-growth transitions post-funding. Help assess leadership and team capabilities for investor presentations. Data & Reporting Own and present key people metrics: attrition, headcount growth, cost-to-hire, employee engagement scores, etc. Maintain clean HR dashboards and reports to support fundraising discussions and investor updates. Qualifications: 4+ years of experience in strategic HRBP roles, preferably in startups or high-growth environments. Hands-on experience supporting at least one fundraising round (Seed to Series B+). Deep understanding of org design, compensation structuring, and HR due diligence. Strong business acumen and ability to align HR strategies with business outcomes. Excellent communication and stakeholder management skills. Preferred: Experience working closely with founders during capital raises. Exposure to ESOP design and communication. Familiarity with investor expectations in early- to mid-stage startups.

JOB SUMMARY AND RESPONSBILITIES The successful individual will be expected to work in a team of professionals and be able to be commercial, critical & creative whilst ensuring the highest level of risk management. Document Sourcing: Engage with external agents, counterparties, legal counsels, and internal investment teams to obtain executed credit agreements, amendments, agent notices, waivers, and other relevant documentation. Document Validation: Review documents for completeness, accuracy, and consistency before distribution. Timely Distribution: Ensure prompt delivery of all sourced documents to internal stakeholders (investment, operations, legal, risk teams) and external parties as necessary. Recordkeeping: Maintain organized and secure digital repositories of all sourced documentation, ensuring version control and audit readiness. Stakeholder Communication: Serve as a liaison between investment professionals, operations teams, legal counsels, custodians, and third-party agents regarding documentation needs. Process Improvement: Identify gaps and inefficiencies in the sourcing and distribution workflow; propose and implement solutions to enhance timeliness and quality. Reporting and Metrics: Maintain logs of sourcing activities and generate regular reports on document status, outstanding items, and turnaround times. Face off with senior stakeholders and drive priorities Exhibit excellent judgement & problem-solving skills, particularly in the context of a new team with or without existing precedents BASIC QUALIFICATIONS Bachelor's degree with a minimum of three years of experience in financial services, preferably in a data operations role. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment Strong knowledge or prior experience in an Operations role

RESPONSIBILITIES AND QUALIFICATIONS The PWM team is actively seeking a strongiOS candidates with proven industry experience. The ideal candidate is a strong individual contributor, positive team player and willing to get things done. Strong computer science fundamentals are key to success in this role We need an iOS expert who can build off the success of our Apple Application and be a part of defining and building brand new features. Our goal in engineering is to facilitate the creative, iterative and data driven creation of best in class digital investment experience. Your ideas and input are valued and the code you write will be used by clients around the world and help redefine the firm. The more you are engaged and take ownership, the more you are able to guide and influence what we do. SKILLS AND EXPERIENCE WE ARE LOOKING FOR Bachelor's Degree in Computer Science or related field of study Demonstrated leadership experience 7+ years of experience in software development 5+ years of experience in native iOS development Strong knowledge of Human Interface Guidelines (HIG) Experience with Xcode, Swift and Swift UI PREFERRED QUALIFICATIONS Ability to architect applications that interface with REST APIs, persist data and present information to complex UI layouts applying solid software patterns and architecture appropriate for Apple iOS Experience building modular, reusable and tested code Experience with unit, integration and UI testing Experience avoiding massive activities and understanding of concurrency, memory management, retain cycles, data modelling and using stable third party libraries to build excellent solutions rapidly Ability to lead features from inception to deployment and passion for getting your hands dirty in code and technical problems Experience in all the core iOS technologies and popular third party toolsets

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified