105 Investment Strategies Jobs - Page 2

: Job Title: Investment Risk Senior Risk Analyst LocationMumbai, India Role Description Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Were looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. Thats why we are Investors for a new now. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients financial future. And in return, well give you the support and platform to develop new skills, make an impact and work alongside some of the industrys greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. About DWS Investment Risk The Chief Risk Office within DWS is an independent function responsible for protecting the business as well as being a trusted adviser and partner for supporting sustainable business growth. As part of the Chief Risk Office, the Investment Risk team is in charge of independent oversight of investment risk of DWS fiduciary portfolios. In this role, it designs and executes the risk programs to identify, measure, control and manage market, liquidity, sustainability, and counterparty risk of fiduciary portfolios. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Support the design, maintenance and enhancement of portfolio stress test analyses to identify extreme market scenarios and quantify potential losses across various investment strategies for the liquid product range Support the review of the market risk stress testing framework, including but not limited to the maintenance and enhancement of the scenario inventory and investment strategies, as well as perform regular and ad-hoc limit calibration. Participate in the development and enhancement of the market risk governance across DWS liquid product ranges and relevant regulations Support decision-making and approval processes around the risks taken by DWS or its managed products Perform ad-hoc market risk analyses, identifying material risk drivers and discuss results with the Portfolio Management Team, DWS Senior Management and other DWS stakeholders. Collaborate with other DWS functions and ensure adequate representation of the risk requirements within global projects and initiatives Your skills and experience University degree in Finance, Mathematics or a quantitative field At least 3 years of experience, ideally in risk management or portfolio management Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designations a plus Experience with financial risk modelling, including financial instruments pricing and risk analytics Experience within the asset management industry, with various asset classes and investment strategies Proactive mind-set to implement process improvements and new solutions Experience with BlackRock Solutions Aladdin or similar systems preferred Strong programming skills in object-oriented languages, ideally Python and SQL Fluent in English, German is a plus How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Position: Principal - Family Office Relationships (East & Central India) Location: Kolkata, Bhubaneswar, Varanasi, or similar regional hubs (Full-Time, Onsite in Kolkata) Function: Capital Partnerships | Family Office Relationship Management | Investor Expansion Reports To: Head - Capital Partnerships and Managing Partner Level: Principal / Senior Relationship Manager About Artha Artha is building India s most performance-driven, multi-asset investment platform. With over 1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India s most respected family offices and institutional LPs. Our platform includes: Artha Venture Fund (AVF) Artha Continuum Fund (ACF) Artha Select Fund Artha Quest Fund Artha Prime Fund We are expanding our capital partnerships team with regionally embedded, execution-first professionals who understand the family office ecosystem deeply. Role Overview This is a Principal-level role focused on East and Central India , including West Bengal, Odisha, Assam, Bihar, Jharkhand, Chhattisgarh, Uttar Pradesh, and surrounding regions. You will: Manage 200-300 UHNI and family office relationships across this geography. Build, retain, and grow capital allocations across Artha s platform. Act as a strategic advisor, not just a fundraiser advising on capital deployment, co-investments, structured products, and follow-ons. Own investor experience: reporting, engagement, retention, and referrals. This role is for a deeply trusted capital partner who has proven credibility in regional family office circles. What You Will Execute 1. Regional Capital Engagement Activate warm network across East and Central India. Execute disciplined investor qualification, engagement, and conversion. Pitch across venture, private equity, and structured capital strategies. 2. Relationship Management & Retention Serve as a single point of contact for investor questions, reviews, and decisions. Drive deep retention via consistent communication and relationship development. Coordinate investor briefings, events, and strategic touchpoints. 3. Strategic Advisory Offer capital guidance on AIFs, structured debt, and other alternative allocations. Act as an internal advocate for investor needs across Artha funds. 4. Reporting & Coordination Maintain CRM rigor and reporting hygiene. Interface with fund ops, legal, and leadership on investor delivery. Who You Are 10+ years in private wealth, family office, or capital advisory Based in or deeply networked across East and Central India Managing 100+ UHNI/family office relationships with proven allocation outcomes Known for capital discipline, clarity, and long-term trust relationships Able to advise on structured capital, alternatives, and multi-asset investment strategies Seeking a performance-linked platform where you are accountable for capital outcomes Compensation Structure 45,00,000 - Total compensation 36,00,000 - Fixed annual salary 4,00,000 - Retention bonus (paid annually) 5,00,000 in ESOPs granted annually (each annual grant comes with its own vesting schedule) Uncapped commission structure based on capital raised, retained, and expanded Performance bonus and discretionary carry (based on AUM-linked KPIs)

Position: Principal - Family Office Relationships (South India) Location: Bangalore or Hyderabad (Full-Time, Onsite) Function: Capital Partnerships | Family Office Relationship Management | Investor Expansion Reports To: Managing Partner Level: Principal / Senior Relationship Manager About Artha Artha is building India s most performance-driven, multi-asset investment platform. With over 1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India s most respected family offices and institutional limited partners (LPs). Our platform includes: Artha Venture Fund (AVF) Artha Continuum Fund (ACF) Artha Select Fund Artha Quest Fund Artha Prime Fund We are now expanding our capital partnerships team with regionally embedded, execution-first professionals who have a deep understanding of the family office ecosystem. Role Overview This is a Principal-level role with a strong focus on South India , including Bangalore, Hyderabad, Chennai, and adjacent hubs. We are looking for candidates who are based in or deeply embedded in this vibrant ecosystem. You will: Serve as the primary relationship manager for 200-300 UHNI and family office relationships across the South. Build, retain, and grow capital allocations across Artha s platform. Operate as a strategic advisor, not just a fundraiser, supporting families in capital deployment, co-investment, and follow-on cycles. Advise clients on complex investment strategies, including structured debt, private equity, venture capital, and multi-asset allocations. Own the investor experience across reporting, engagement, and re-up rhythm. This is not a branding or entry-level role. It is built for professionals already trusted by the capital ecosystem to navigate complex allocations and relationship dynamics. What You Will Execute 1. Regional Capital Engagement Activate a warm network across South India to introduce Artha s platform. Run disciplined follow-ups, investor qualification, and commitment conversion. Customize pitches across venture, private equity, and structured capital products. 2. Relationship Management & Retention Serve as the ongoing point of contact for investor queries, updates, and cycles. Track investor behavior, sentiment, and churn signals. Coordinate investor events, updates, and strategic briefings to ensure effective communication and informed decision-making. 3. Strategic Thought Partnership Provide perspective on market cycles, structured debt, AIFs, and thematic interest. Become a trusted capital advisor for families seeking long-term investment strategies. 4. Internal Collaboration & Reporting Maintain CRM discipline, pipeline hygiene, and documentation. Coordinate with fund operations, legal, and leadership to ensure seamless investor servicing. Keep the Managing Partner informed of movement, feedback, and gaps. Who You Are A capital-first professional with 10+ years of experience in private wealth, family office advisory, or capital fundraising Based in or deeply embedded in the South India ecosystem Currently managing or has managed 100+ UHNI or family office relationships with demonstrated allocation history Have advised clients on structured capital strategies, alternative investments, and multi-asset portfolio construction Known for your credibility, trustworthiness, and execution discipline Not seeking a title you re seeking a platform where long-term trust is the currency Strong references from family offices or senior wealth decision-makers

Join our team to support key OTC derivatives services, enhancing client investment strategies. Youll play a crucial role in ensuring synchronization between client records and broker data. Be part of a dynamic environment that values precision and proactive problem-solving. Job Summary: As a CFD Admin Specialist within the Third Party Derivatives team, you ensure synchronization of client records with broker data. You will investigate reconciliation breaks and exceptions, acting as a primary control check. Your role involves liaising with brokers and clients for timely resolution. Job Responsibilities: Perform reconciliation between Broker/Counterparty and Client. Investigate reconciliation breaks thoroughly. Liaise with clients and brokers for resolution. Attend client calls with the onshore team. Collaborate with internal teams for resolution. Provide MIS reporting on break status. Deliver weekly KPI information to management. Ensure team meets deadlines per internal SLAs. Communicate proactively with stakeholders. Report errors comprehensively and close gaps. Conduct root cause analysis of regular breaks. Required Qualifications, Capabilities, and Skills: Demonstrate experience in reconciliation. Possess basic accounting knowledge. Communicate effectively and influence stakeholders. Excel in PC skills, especially Excel. Understand derivatives and fund accounting processes. Approach problem-solving proactively. Manage time and prioritize tasks efficiently. Preferred Qualifications, Capabilities, and Skills: Knowledge of custody and settlement processes. Self-motivated, innovative, and analytical. Flexible with hours and task allocation. Understand risk and controls thoroughly. Engage in proactive problem-solving. Take ownership of issues and follow through. Demonstrate methodical and analytical thinking.

Role & responsibilities 1. Financial Modelling Build and manage financial models for all carbon business investments across various carbon credit-generating projects and regions. Maintain and refine existing models in close coordination with the Origination, Sales, and Finance teams. Review, validate, and perform quality checks on financial models submitted by third parties or partners. 2. Capital Raise and Co-investment Support leadership in raising third-party capital (equity or debt) for carbon projects. Identify and engage with potential co-investors and lenders. Manage investor interactions including data room preparation, term sheet negotiation, and co-investment procurement processes. Prepare and negotiate investment documents and definitive agreements. 3. Grant Mobilization and Blended Finance Support leadership in identifying and engaging with domestic and international grant providers for carbon projects. Manage grant-related processes including data rooms, procurement, and structuring of blended finance mechanisms. Prepare and negotiate term sheets and definitive agreements. 4. Strategic Presentations Prepare high-quality presentations for internal and external stakeholders, covering project financials, investment rationale, and pitches to support investment decisions and fundraising initiatives. Preferred candidate profile At least 8 years of demonstrable experience in (i) financial modelling and (ii) M&A or investment experience acquired in a top consulting firm, investment bank, multilateral bank, or investment firm. Bachelor and Master in relevant fields, such as business and finance. CFA would be a differentiator. Previous experience in carbon-related investments would be a differentiator. Interest in carbon finance/sustainable finance. Able to operate independently in an entrepreneurial environment.

Overview: - As the Head of Web3 Fundraising & Investor Relations , you will be responsible for: - Leading capital-raising efforts for Antier's Web3 initiatives and client projects- - Developing & maintaining relationships with VCs, DAOs, angel investors, and institutional players- - Managing investor due diligence, deal structuring, and negotiations. - Crafting compelling investment pitches, fundraising decks, and financial models- - Driving investment strategies aligned with Web3, DeFi, and blockchain market trends. Key Responsibilities 1- Fundraising & Investor Relations: - Identify and engage with venture capital firms, DAOs, angel investors, hedge funds, and institutional investors. - Lead capital-raising strategies for Antier's Web3 projects and client ventures. - Oversee fundraising campaigns, including private token sales, equity rounds, and strategic partnerships. - Develop and maintain a strong network of investors interested in Web3, blockchain, and digital assets. 2- Investment Strategy & Deal Structuring: - Oversee investment negotiations , including tokenomics, revenue models, equity/token splits, and strategic funding agreements. - Conduct investor due diligence and ensure compliance with financial and regulatory requirements. - Collaborate with legal and finance teams to structure investment deals and safeguard investor interests. 3- Pitch Decks & Financial Modeling: - Create persuasive pitch decks, financial projections, and investment memos for fundraising efforts. - Develop data-driven reports to showcase project viability, market traction, and competitive advantage. - Prepare monthly investor reports to update stakeholders on business progress and funding milestones. 4- Web3 & Blockchain Market Expansion: - Stay ahead of emerging investment trends in blockchain, DeFi, NFTs, metaverse, and Web3 infrastructure. - Advise executive leadership on strategic investment opportunities and market positioning. - Explore and drive new revenue models, including staking, liquidity pools, and token-based fundraising. Key Qualifications & Experience Must-Have: - 8-12+ years in venture capital, investment banking, private equity, or blockchain fundraising - Proven track record in raising capital from VCs, DAOs, or institutional investors - Deep knowledge of Web3, blockchain, DeFi, and crypto investment strategies. - Strong financial modeling, due diligence, and investor relations experience. - Excellent negotiation and deal-structuring skills. Preferred: - Experience in tokenomics, private token sales, and crypto-native fundraising mechanisms. - Existing network with crypto-native VCs, blockchain funds, DAOs, and Web3 investors. - Exposure to startup fundraising strategies, token incentive models, and community-led investments. - Prior experience in Web3 venture-building, hedge funds, or family office investment management.

Job Description Why should you choose Finnovate: Finnovate is a holistic financial planning and wealth advisory platform We are passionate about transforming the way Indians get personal finance advice Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients, Job Title: Financial Fitness Expert Are you passionate about empowering people with financial knowledgeDo you thrive on helping individuals make smart financial decisions for a secure futureIf yes, then this role is for you! Key Responsibilities Guide individuals in making informed financial decisions for long-term financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Requirements Qualifications & Skills: Strong knowledge of financial planning, investment strategies, and wealth management, Excellent communication and interpersonal skills to educate and engage clients, Analytical mindset with the ability to assess financial data and provide strategic recommendations, Self-driven, goal-oriented, and passionate about helping others achieve financial success, Bachelors degree in finance, economics, or a related field (MBA-Finance preferred) CFP certification is a plus, 4-5 years of experience in financial advisory or related fields, This role is perfect for a go-getter who is ambitious, confident, and eager to make a real impact in the world of financial wellness If youre ready to inspire, educate, and lead, join us at Finnovate! Benefits Benefits on being a part of Finnovate: Health Insurance: Coverage including options for dependents, Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay, Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave, Professional Development: Opportunities for training, workshops, conferences to support employees' career growth, Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions, Company Events and Celebrations: Company outings, team-building activities for bonding between team members

About Antier Solutions Antier Solutions is a blockchain powerhouse, pioneering advancements in DeFi, tokenization, Web3, and fintech innovations-We are expanding our capital-raising efforts and seeking a Head of Web3 Fundraising & Investor Relations to drive investment strategies, build strong investor relationships, and secure funding for our in-house Web3 projects and client initiatives. This impact-driven leadership role is ideal for a highly connected, strategic leader with experience in venture capital, investment banking, or blockchain fundraising. Overview: - As the Head of Web3 Fundraising & Investor Relations, you will be responsible for: - Leading capital-raising efforts for Antier's Web3 initiatives and client projects- - Developing & maintaining relationships with VCs, DAOs, angel investors, and institutional players- - Managing investor due diligence, deal structuring, and negotiations. - Crafting compelling investment pitches, fundraising decks, and financial models- - Driving investment strategies aligned with Web3, DeFi, and blockchain market trends. Key Responsibilities 1- Fundraising & Investor Relations: - Identify and engage with venture capital firms, DAOs, angel investors, hedge funds, and institutional investors. - Lead capital-raising strategies for Antier's Web3 projects and client ventures. - Oversee fundraising campaigns, including private token sales, equity rounds, and strategic partnerships. - Develop and maintain a strong network of investors interested in Web3, blockchain, and digital assets. 2- Investment Strategy & Deal Structuring: - Oversee investment negotiations, including tokenomics, revenue models, equity/token splits, and strategic funding agreements. - Conduct investor due diligence and ensure compliance with financial and regulatory requirements. - Collaborate with legal and finance teams to structure investment deals and safeguard investor interests. 3- Pitch Decks & Financial Modeling: - Create persuasive pitch decks, financial projections, and investment memos for fundraising efforts. - Develop data-driven reports to showcase project viability, market traction, and competitive advantage. - Prepare monthly investor reports to update stakeholders on business progress and funding milestones. 4- Web3 & Blockchain Market Expansion: - Stay ahead of emerging investment trends in blockchain, DeFi, NFTs, metaverse, and Web3 infrastructure. - Advise executive leadership on strategic investment opportunities and market positioning. - Explore and drive new revenue models, including staking, liquidity pools, and token-based fundraising. Key Qualifications & Experience Must-Have: - 8-12+ years in venture capital, investment banking, private equity, or blockchain fundraising - Proven track record in raising capital from VCs, DAOs, or institutional investors - Deep knowledge of Web3, blockchain, DeFi, and crypto investment strategies. - Strong financial modeling, due diligence, and investor relations experience. - Excellent negotiation and deal-structuring skills. Preferred: - Experience in tokenomics, private token sales, and crypto-native fundraising mechanisms. - Existing network with crypto-native VCs, blockchain funds, DAOs, and Web3 investors. - Exposure to startup fundraising strategies, token incentive models, and community-led investments. - Prior experience in Web3 venture-building, hedge funds, or family office investment management. Why Join Antier Solutions? - Lead investment strategies for cutting-edge blockchain & Web3 ventures- - Work with top-tier investors, DAOs, and blockchain innovators- - Shape capital-raising models for Web3 & crypto-native fundraising- - Be part of a fast-growing blockchain consultancy with a global presence. Apply Save Save Pro Insights

Job Purpose: Looking to hire Strategy research analyst to be part of Research Services team. Successful candidate will be responsible for strategy research, quantitative modelling, portfolio building, database management, thematic presentations, as well as handle numerous one-off client and team requests. Desired Skills and experience MBA/CFA with undergraduate degree in Math/Stats/Eco/Engg 5-7 years of experience, ideally in sell-side strategy research. Strong problem-solving and analytical skills, including proficiency in programming (Python) , data analysis (Statistics), and financial modeling. Expertise in retrieving and analyzing information from FactSet and Bloomberg. Ability to multitask, prioritize, and excel in a fast-paced, challenging environment. Excellent communication and presentation skills in English. Key Responsibilities Conduct research and analysis on companies, industries, and markets by integrating quantitative and fundamental methods. Perform top-down and bottom-up analysis of equity markets. Assist in Factor and Style Research to generate alpha in equity m arkets. Analyze large datasets to identify trends, patterns, and insights using data science, machine learning, and quantitative techniques. Communicate findings through clear visualizations and presentations. Manage client requests promptly and efficiently, ensuring high-quality service and quick resolution of inquiries.

What You'll Do- - Conduct in-depth fundamental credit analysis of corporate bond and loan issuers - Build and maintain financial models, including capital structure, valuation, and industry analysis - Monitor market trends, earnings, and financial developments - Work closely with front office teams in high-yield, investment-grade, stressed & distressed credit - Analyze credit documentation, collateral packages, and guarantee structures Company Offers- - Best-in-industry compensation & benefits - Strong work-life balance with a great company culture - Exposure to global markets and cutting-edge research - Opportunity to work on high-impact investment strategies

Provide ethical financial advice following SEBI regulations. Conduct risk profiling and tailor investment strategies for clients. Ensure transparent and client-first financial planning Ideal for: SEBI-certified advisors looking for a reputable firm.

Adroit is one of Indias leading financial market services companies, providing a bouquet of capital market services including securities, broking, advisory, depository, equity research, derivatives, commodities trading, currency futures, and IPO distribution. Job Title: Fundamental Research Executive Company Name: Adroit Financial Services Pvt Ltd. No of opening/s : 2 -3 positions Location : Delhi (Kaushambi) Salary : ( Depend upon Interview) Educational Qualification : CA / MBA is highly desirable. Experience: Candidate must have 1-5 yrs of proven experience in fundamental equity research in any broking firm. Age: 23-28 Yrs Position Type: Full time Roles & Responsibilities: Providing in-depth analysis of current & emerging market condition. Tracking sectors and writing reports on the same. Declare stock & assigned sector news. Preparing quarterly stock reports & result outlook with date & time. Derive reports on IPO. Possess a strong understanding of equity market, with expertise in fundamental analysis. Work closely with a team of Fundamental analyst to contribute to the development of multiple investment strategies. Skills Required : Strong communication skills to effectively convey research findings and strategies to team members. Proficiency in Microsoft Excel for data analysis and modelling is essential.

Arhamwealth - Online Stock Trading and Investing Platform for India | Fast Secure Paperless KYC | Arham Wealth Management pvt. ltd. Majura Gate, Surat, Gujarat 1 - 5 Years No. of Vacancy We are looking for a Portfolio Management Services (PMS) Sales Head who will be responsible for acquiring and managing high-net-worth clients, marketing PMS offerings, and driving the growth of assets under management (AUM). The role requires excellent client relationship skills, deep knowledge of investment products, and the ability to communicate the value of PMS solutions to prospective clients. Key responsibilities: Identify and develop new business opportunities by acquiring high-net-worth individuals (HNIs), family offices, and institutional clients interested in PMS offerings. Utilize personal networks, industry contacts, referrals, and lead generate on techniques to secure prospective clients. Attend industry events, conferences, and networking forums to promote PMS services and build a client pipeline. Develop and execute strategic sales plans to meet individual and team sales targets. Identify market segments and client demographics most likely to benefit from PMS offerings. Maintain and enhance long-term relationships with clients to generate repeat business and referrals. Provide ongoing service and support to ensure client satisfaction, addressing any concerns or questions about portfolio performance and market changes. Keep clients updated on portfolio performance, market developments, and any strategic changes recommended by the PMS team. Develop customized sales pitches that communicate the value of PMS offerings based on the financial goals and risk profiles of potential clients. Work closely with the portfolio management team to understand the investment strategies and performance of various portfolios. Required Education, Skill Set Knowledge: Graduate / Post graduate Experience in direct selling of PMS Should have good communication presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive target oriented. Relationship building skills Job Application Form LinkedIn Profile (Optional) Note: You can upload files up to a maximum size of 5 MB. Register on SCORES portal Mandatory details for filing complaints on SCORES: Speedy redressal of the grievances For Filling of Complaints please visit SCORE website:

Company Overview: Buddtree Management is a multidisciplinary, cross-border advisory firm providing legal, financial, and strategic consulting services to Korean and Indian enterprises. With a strong focus on corporate transactions, regulatory compliance, and investment advisory, we operate offices in New Delhi, Mumbai, Chennai, Pune, and Seoul, serving global clients across sectors. Position Overview: We are seeking a seasoned professional, either a qualified Chartered Accountant (CA) or a licensed Advocate , with deep expertise in M&A, private equity, investment structuring, and capital market transactions . The ideal candidate will join our Mumbai office and play a lead role in advising clients on cross-border deals, regulatory strategy, and transaction execution. We offer flexible engagement options: full-time, part-time, or remote (with availability for in-person meetings when required). Key Responsibilities: Lead or support complex M&A transactions, including legal, financial, and regulatory structuring. Conduct due diligence, investment analysis, and legal review for cross-border and domestic deals. Advise on capital raising, private placements, shareholder arrangements, and exits. Prepare and review transaction documents such as term sheets, share purchase agreements, shareholder agreements, and investment memos. Ensure compliance with SEBI, FEMA, RBI, Companies Act, and other applicable regulations. Liaise with Korean and Indian stakeholders, including investors, law firms, financial institutions, and government agencies. Contribute to firm-wide thought leadership on evolving investment and regulatory trends in India. Candidate Profile: Qualified Chartered Accountant (CA) or Advocate/Lawyer with 510 years of relevant experience. Demonstrated expertise in one or more of the following: M&A, private equity, investment funds, capital markets, corporate law, securities law, FDI/FEMA advisory. Prior experience in Big 4 advisory, transaction law firm, investment bank, or PE/VC fund advisory is strongly preferred. Familiarity with Korean clients or cross-border transactions is a plus. Excellent drafting, negotiation, and communication skills in English. Strong understanding of Indian regulatory and commercial frameworks applicable to corporate transactions. Preferred Attributes Independent execution capabilities and client-handling experience. Multidisciplinary mindset with comfort working across legal, financial, and strategic domains. Commercial judgment and stakeholder management skills. Application Process To apply, please submit your resume and a short cover letter highlighting relevant transaction experience to: hr@buddtree.com Subject: Application Senior Advisor (Mumbai | M&A & Investment)

Responsible for building a high performing team to ensure service levels are met, and to prioritize and adapt work to align with organizational goals . Champion continuous improvement initiatives, and support and adapt to changes in technology Required Candidate profile 6- 8 yrs exp in Capital market Investor Services. Providing day-to-day Investor services to both Fund Manager & the investors. Meeting the delivery of services to clients against a pre-agreed SLA

About Finnovate Finnovate is a holistic financial planning and wealth advisory platform We are passionate about transforming the way Indians get personal finance advice Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients, Location: Mumbai / Nasik / Pune /Ahmedabad / Kutch / Bhuj Employment Type Full time / Consultant Full time Key Responsibilities Guide individuals in making informed financial decisions for longterm financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Qualification & Skills Strong knowledge of financial planning, investment strategies, and wealth management, Excellent communication and interpersonal skills to educate and engage clients, Analytical mindset with the ability to assess financial data and provide strategic recommendations, Self-driven, goal-oriented, and passionate about helping others achieve financial success, Bachelors degree in finance, economics, or a related field (MBAFinance preferred) CFP certification is a plus, Years Of Experience 4-5 years of experience in financial advisory or related fields, Benefits On Being a Part Of Finnovate Health Insurance: Coverage including options for dependents, Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay, Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave, Professional Development: Opportunities for training, workshops, conferences to support employees' career growth, Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions, Company Events and Celebrations: Company outings, teambuilding activities for bonding between team members Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure, Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company, How to join our DreamTeam Apply with a copy of your resume Assessment Test HR round to know you better Round with the respective location head Final managerial round Working Days Monday to Saturday (Saturday Half Day) Working Time 30am to 5 30 am to 6

Job Description of Equity Advisor Position Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelors degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skills for effective client interactions Highly motivated with a proactive approach to client acquisition and In-house-sales.

Job Area: Finance & Accounting Group, Finance & Accounting Group > Global Accounting Ops Center General Summary: Minimum Qualifications: Bachelor's degree. 6+ years of Finance, Accounting, or related work experience. *Completed advanced degrees in a relevant field may be substituted for up to two years (Masters = one year, Doctorate = two years) of work experience. ob Title: Treasury Operations - Staff Department: GAOC Reports To: Treasury Ops Manager Shift PT time zone (6:00PM to 3:00 AM) Job Summary: The Treasury Operations Staff will be responsible for overseeing and managing the organization's treasury operations, ensuring efficient utilization of financial resources, and maintaining optimal cash flow. This role involves managing a team of treasury analyst, developing and implementing treasury policies and procedures, and ensuring compliance with financial regulations and standards. Key Responsibilities: Treasury Management: Oversee daily treasury operations, including cash management, liquidity planning, and investment activities. Develop and implement strategies to optimize cash flow and minimize financial risk. Monitor and manage the organization's bank accounts and relationships with financial institutions. Review bank users and signers periodically for accuracy. Engage with Legal and Tax teams for matters relating to inter-company loans, M&A and documentations requirements. Assist Accounts Payable, Accounts Receivable and Payroll teams with time sensitive transactional queries. Engage with IT support team for enhancement of existing treasury systems or implement new tools. Review and facilitate internal/external audit queries. Team Leadership: Lead, coach, and develop a team of treasury professionals, fostering a collaborative and high-performance culture. Conduct regular performance reviews, provide feedback, close performance gaps, and identify training & development needs. Promote teamwork, accountability, and continuous improvement within the treasury team. Engage in building collaborative teams that align and work to achieve overall treasury team and organizational goals. Financial Analysis and Reporting: Prepare and present financial forecasts and analysis to senior management. Analyze financial data to identify trends, risks, and opportunities for improvement. Ensure accurate and timely reporting of treasury activities and compliance with internal and external requirements. Risk Management: Identify, assess, and mitigate financial risks related to liquidity, currency exchange, and interest rates. Develop and review the desktop procedures. Stay updated on market trends and regulatory changes that may impact treasury operations. Policy and Procedure Development: Adhere to treasury policies, procedures, and controls to ensure efficiency, compliance, and accuracy. Review and update policies regularly to reflect changes in business needs and regulatory requirements. Ensure adherence to internal controls and audit standards. Qualifications: Bachelor's degree in Finance, Accounting, or a related field (Master's degree preferred - MBA). Professional certification (e.g., CTP, CFA) is a plus. Minimum of 8-10 years of experience in treasury operations, with at least 3 years in a managerial role. Proficiency in treasury management system is a plus- Kyriba. Knowledge of investment management tools is a plus- Chatham, Clearwater, FXall Knowledge in accounting ERPs (Oracle & SAP) is a plus. Hands on experience on TM1 and Tableau Strong knowledge of cash management, investment strategies, and financial risk management. Intellectual agility and strong analytical outlook Excellent leadership, communication, and interpersonal skills. Applicants Qualcomm is an equal opportunity employer. If you are an individual with a disability and need an accommodation during the application/hiring process, rest assured that Qualcomm is committed to providing an accessible process. You may e-mail disability-accomodations@qualcomm.com or call Qualcomm's toll-free number found here. Upon request, Qualcomm will provide reasonable accommodations to support individuals with disabilities to be able participate in the hiring process. Qualcomm is also committed to making our workplace accessible for individuals with disabilities. (Keep in mind that this email address is used to provide reasonable accommodations for individuals with disabilities. We will not respond here to requests for updates on applications or resume inquiries). Qualcomm expects its employees to abide by all applicable policies and procedures, including but not limited to security and other requirements regarding protection of Company confidential information and other confidential and/or proprietary information, to the extent those requirements are permissible under applicable law. To all Staffing and Recruiting Agencies Please do not forward resumes to our jobs alias, Qualcomm employees or any other company location. Qualcomm is not responsible for any fees related to unsolicited resumes/applications. If you would like more information about this role, please contact Qualcomm Careers.

Position Overview: We are seeking a highly skilled attorney (mid-level to senior) with extensive experience in Investment Advisory, M&A, Banking, Corporate Governance, and SEBI regulations. This role is structured as a part-time, predominantly remote position with in-person attendance when required for strategic client meetings, investor presentations, or critical negotiations. The successful candidate will possess strong transactional acumen, a thorough understanding of securities laws and financial regulations, and the ability to deliver top-tier legal services to corporate and financial clients. Key Practice Areas Mergers & Acquisitions (M&A) Structuring and executing domestic and cross-border transactions, including due diligence, drafting transaction documents (SPA, SHA, JV Agreements), and coordinating closing requirements. Advising on deal-specific regulatory compliance and post-merger integration considerations. Banking & Finance Assisting clients in corporate finance, project finance, and syndicated lending transactions. Reviewing and negotiating financing documents, security creation, and compliance with relevant RBI and banking regulations. Investment Advisory & SEBI Compliance Advising Indian and foreign investors on inbound and outbound investments, FDI regulations, FEMA, and exchange control norms. Handling SEBI-related filings, assisting with collective investment schemes, AIFs, VCFs, or portfolio management structures. Staying abreast of updates in securities and capital markets regulations (LODR, ICDR, Takeover Code, etc.) and providing strategic compliance advice. Corporate Governance & General Corporate Drafting and reviewing corporate documents (articles of association, bylaws, shareholders agreements), ensuring statutory compliance under the Companies Act, 2013. Providing counsel on board resolutions, shareholder rights, and directorial responsibilities. Advising on joint ventures, collaborations, and commercial contracts, focusing on strategic partnerships and risk allocation. Key Responsibilities: Transaction Documentation & Negotiation Draft, review, and negotiate complex legal documents related to M&A, banking facilities, investment agreements, and corporate structures. Collaborate with financial advisors, accountants, and tax specialists to ensure integrated transactional advice. Regulatory & Compliance Advisory Monitor and interpret relevant guidelines issued by SEBI, RBI, the Ministry of Corporate Affairs, and other regulatory bodies. Offer strategic guidance on compliance requirements, including timely submissions, approvals, and reporting obligations. Client Engagement & Relationship Management Engage regularly with clients virtually or in person to provide strategic counsel on transactional and regulatory matters. Act as a trusted advisor, ensuring clear communication of legal risks, timelines, and recommended action plans. Due Diligence & Risk Mitigation Lead or supervise legal due diligence efforts for acquisitions, joint ventures, or financial transactions, identifying key legal risks and proposing mitigation strategies. Oversee the preparation of due diligence reports, ensuring accuracy and actionable insights for stakeholders. On-Site Representation & Negotiations Attend crucial in-person meetings, negotiations, or regulatory hearings in Mumbai or Delhi, as required. Represent the firm or its clients in high-stake investor pitches, government agency discussions, or closing ceremonies. Team Collaboration & Mentorship Depending on seniority, mentor junior associates or paralegals in corporate, finance, and investment matters. Share domain expertise with internal teams, contributing to ongoing professional development and knowledge management. Qualifications & Requirements: Education & Admission Bachelors degree in Law (LL.B.) from a recognized institution; LL.M. or specialized certifications in Corporate/Financial Law are preferred. Admission to the Bar Council of India, with the right to practice in India. Experience Mid-Level: Minimum 58 years of relevant post-qualification experience Senior: 8–12+ years, with a demonstrable record of advising on M&A, banking transactions, SEBI matters, and corporate compliance. Prior exposure to cross-border transactions, FDI, and FEMA compliance is highly desirable. Technical & Regulatory Expertise Proficiency in drafting transactional documents such as Share Purchase Agreements, Shareholders’ Agreements, Facility Agreements, and JV documentation. Solid understanding of SEBI regulations (LODR, ICDR, Takeover Code), FEMA, RBI guidelines, and Companies Act provisions. Ability to interpret complex regulatory frameworks and offer commercially sound solutions. Soft Skills & Work Ethic Outstanding communication and negotiation skills; adept at engaging with high-level stakeholders (investors, banks, regulators). Excellent organizational ability to manage multiple client matters remotely, ensuring timely delivery and high-quality output. Ethical judgment, confidentiality, and strong interpersonal skills are required to integrate seamlessly into a cross-functional team. Location & Flexibility Residing in or near Mumbai or Delhi to facilitate on-site presence when necessary. Comfortable with a part-time workload and flexible scheduling, aligning with transaction demands or urgent client needs. Work Arrangement & Compensation: Flexible Schedule : Primarily remote; physical attendance strictly for critical client meetings, negotiations, or regulatory appearances. Compensation : Competitive monthly retainer or hourly rate, commensurate with experience and billable arrangements. Evaluation : Performance is measured by client satisfaction, transaction success rates, and adherence to regulatory and ethical standards.

We are seeking highly skilled and experienced Senior Investment Strategists / Lead Fund Advisors to lead the development and execution of innovative investment strategies. The ideal candidates will combine deep expertise in fund management with a strong understanding of AI/ML applications in finance to build scalable fintech solutions. Key Responsibilities: Lead the design, development, and execution of investment models and mutual fund recommendation strategies. Collaborate with AI and machine learning teams to integrate advanced analytics into investment decision-making. Ensure all investment strategies comply with relevant regulatory requirements (SEBI/AMFI). Provide expert advisory on portfolio optimization and risk management. Mentor junior team members and contribute to building a high-performance investment advisory team. Stay updated on market trends, regulatory changes, and emerging fintech innovations to maintain a competitive edge. Qualifications & Experience: CFA Charterholder OR CFP certification (mandatory). Advanced degree in Finance preferred. Minimum 5 years of relevant experience in investment strategy, fund management, or mutual fund advisory. Proven track record of managing portfolios and delivering data-driven investment solutions. Strong expertise in financial modeling, portfolio analytics, and quantitative analysis. Knowledge of AI/ML applications in finance is highly desirable. Deep understanding of regulatory compliance frameworks (SEBI/AMFI). Key Skills: Investment Strategy & Fund Management Mutual Fund Advisory Portfolio Optimization Financial Modeling & Analytics Regulatory Compliance (SEBI/AMFI) Collaboration with AI/ML Teams Data-Driven Decision Making

- Antier Solutions is a blockchain powerhouse, pioneering advancements in DeFi, tokenization, Web3, and fintech innovations. - We are expanding our capital-raising efforts and seeking a Head of Web3 Fundraising & Investor Relations to drive investment strategies, build strong investor relationships, and secure funding for our in-house Web3 projects and client initiatives. - This impact-driven leadership role is ideal for a highly connected, strategic leader with experience in venture capital, investment banking, or blockchain fundraising. Overview: As the Head of Web3 Fundraising & Investor Relations, you will be responsible for:.- Leading capital-raising efforts for Antier's Web3 initiatives and client projects.- Developing & maintaining relationships with VCs, DAOs, angel investors, and institutional players.- Managing investor due diligence, deal structuring, and negotiations.- Crafting compelling investment pitches, fundraising decks, and financial models.- Driving investment strategies aligned with Web3, DeFi, and blockchain market trends. Key Responsibilities1.- Fundraising & Investor Relations - Identify and engage with venture capital firms, DAOs, angel investors, hedge funds, and institutional investors.- Lead capital-raising strategies for Antier's Web3 projects and client ventures.- Oversee fundraising campaigns, including private token sales, equity rounds, and strategic partnerships.- Develop and maintain a strong network of investors interested in Web3, blockchain, and digital assets.- Investment Strategy & Deal Structuring - Oversee investment negotiations, including tokenomics, revenue models, equity/token splits, and strategic funding agreements.- Conduct investor due diligence and ensure compliance with financial and regulatory requirements.- Collaborate with legal and finance teams to structure investment deals and safeguard investor interests.- Pitch Decks & Financial Modeling - Create persuasive pitch decks, financial projections, and investment memos for fundraising efforts.- Develop data-driven reports to showcase project viability, market traction, and competitive advantage.- Prepare monthly investor reports to update stakeholders on business progress and funding milestones.- Web3 & Blockchain Market Expansion - Stay ahead of emerging investment trends in blockchain, DeFi, NFTs, metaverse, and Web3 infrastructure.- Advise executive leadership on strategic investment opportunities and market positioning.- Explore and drive new revenue models, including staking, liquidity pools, and token-based fundraising. Key Qualifications & ExperienceMust-Have:.- 8-12+ years in venture capital, investment banking, private equity, or blockchain fundraising.- Proven track record in raising capital from VCs, DAOs, or institutional investors.ApplySaveSaveProInsights

VP - Web3 Investments & Deal Structuring About Antier Solutions: Antier Solutions is a leading blockchain consulting and investment firm that drives Web3, DeFi, and tokenization innovations. As we scale our investment strategies and fundraising initiatives, we are seeking a VP of Web3 Investments & Deal Structurin g to lead high-value fundraising deals, tokenomics design, and strategic investor negotiations. This is a high-impact leadership role, ideal for an expert in structured finance, tokenomics, and investment negotiations with deep experience in venture capital, investment banking, or token fundraising. Overview: As the VP of Web3 Investments & Deal Structuring, you will: - Structure and execute Web3 fundraising deals (equity, SAFT, token sales, hybrid models). - Design and optimize tokenomics for ICOs, IDOs, and private token rounds. - Negotiate investor allocations, pricing, vesting schedules, and exit strategies. - Lead capital-raising strategies , collaborating with VCs, DAOs, hedge funds, and institutional players. - Develop financial models to support investment decisions and risk assessments. Key Responsibilities: Investment Structuring & Deal Execution: - Lead Web3 fundraising deals , including equity, SAFT (Simple Agreement for Future Tokens), and hybrid models. - Structure token sale agreements, private placements, and strategic investments. - Develop exit strategies and investor liquidity plans for tokenized assets.- Collaborate with legal teams to ensure compliance with crypto and securities regulations. Tokenomics Design & Financial Modeling: - Develop and optimize tokenomics for ICOs, IDOs, and liquidity mining models. - Define pricing mechanisms, vesting schedules, staking rewards, and governance structures. - Assess token sustainability, market demand, and long-term value creation strategies. - Work with DeFi protocols and launchpads to execute token launches. Fundraising & Investor Relations: - Build relationships with crypto-native VCs, hedge funds, DAOs, and institutional investors. - Negotiate investment terms, allocations, and governance rights for Web3 projects.- Present pitch decks, financial projections, and business models to investors.- Track funding rounds, investor sentiment, and regulatory trends in the crypto market. Market Expansion & Competitive Positioning: - Identify new investment opportunities in DeFi, NFTs, and Web3 infrastructure. - Advise project teams on capital efficiency, fundraising timelines, and growth metrics. - Evaluate competitor token models and pricing strategies to maintain a competitive edge.- Represent Antier at Web3 investment summits, panel discussions, and industry conferences. Key Qualifications & Experience: Must-Have: - 6-10+ years in investment banking, venture capital, structured finance, or token fundraises. - Expertise in tokenomics design, SAFT agreements, and fundraising models. - Strong understanding of crypto asset valuation, token incentives, and staking mechanisms. - Proven experience negotiating multi-million dollar investments in blockchain ventures. - Familiarity with Web3 legal frameworks , including securities regulations and token compliance. - Hands-on experience with IDOs, ICOs, and DeFi liquidity strategies. Preferred: - Existing relationships with top-tier VCs, DAOs, hedge funds, and launchpads. - Experience with liquidity pools, cross-chain token bridges, and governance models. - Background in M&A, financial modeling, or fund structuring for crypto assets. - Strong connections in Ethereum, Solana, Polkadot, or Layer-2 ecosystems. Why Join Antier Solutions - Lead Web3 investment strategies and token fundraise s for high-growth blockchain projects. - Work with top-tier investors, DAOs, and hedge funds in the crypto space. - Shape tokenomics models for innovative DeFi & Web3 ecosystems. - Be part of a fast-growing blockchain consultancy driving multi-million dollar deals. ApplySaveSaveProInsights

Who We Are: We are a Wealth & Asset Management company that focuses on building customised and value based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles. We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools. Who We Are Looking for: We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be essential in helping our clients achieve their financial goals and objectives. Responsibilities: - Client Relationship ManagementBuild and nurture strong, lasting relationships with high net-worth clients. Understand clients' financial goals, risk tolerance, and investment preferences. Conduct regular meetings to review and adjust financial plans based on clients' changing circumstances. - Financial Analysis and PlanningGather and analyse financial information to create comprehensive financial plans for clients. Develop customized investment strategies tailored to each client's objectives and risk profile. Provide advice on retirement planning, tax optimization, estate planning, and other financial matters. - Investment AdvisoryRecommend appropriate investment products and strategies aligned with clients' goals. Monitor and review clients' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives. Stay informed about market trends, economic indicators, and investment opportunities. - Portfolio ManagementImplement and manage diversified investment portfolios across various asset classes. Balance risk and return by selecting suitable investment vehicles and adjusting allocations as needed. Ensure compliance with regulatory guidelines and internal investment policies. - Financial EducationEducate clients about investment principles, market dynamics, and the rationale behind recommended strategies. Provide clear explanations of financial concepts to enhance clients' understanding of their financial plans. - Collaborative TeamworkCollaborate with internal teams, including tax specialists, estate planners, and legal advisors, to provide holistic wealth management solutions to clients. Share insights and market updates with colleagues to foster a culture of continuous learning. - Performance Tracking and ReportingMonitor the performance of clients' investment portfolios and provide regular performance reports. Proactively address any discrepancies or underperforming assets. Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.- Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.- Strong knowledge of financial markets, investment products, and wealth management strategies.- Excellent communication and interpersonal skills to establish trust and rapport with clients.- Analytical mind set with the ability to interpret complex financial data and market trends.- Familiarity with relevant regulations and compliance standards.- Exceptional attention to detail, organization, and time management skills.- Ability to adapt to changing market conditions and client needs.ApplySaveSaveProInsights

Role: - Real Estate Development Analyst Industry: - Real Estate Job Type: - Full time / Consultant Basis. Job Summary: - Looking for a Real estate development analyst to focuses on the analysis of real estate projects and opportunities to support decision-making in acquisitions, sales, and portfolio management. This involves conducting market research, compiling and analyzing financial data, and developing reports and recommendations. Key Responsibilities: - Market Research & Analysis: Conducting in-depth research on real estate trends, market conditions, and potential investment opportunities. Financial Modeling & Analysis: Building and maintaining complex financial models to assess the viability of projects, including cash flow projections, ROI analysis, and net present value calculations. Due Diligence: Performing due diligence on potential acquisitions, including verifying information, conducting property inspections, and assessing risks. Reporting & Presentations: Preparing detailed reports and presentations on market analysis, financial models, and investment recommendations for stakeholders. Investment Strategy: Supporting the development of investment strategies and providing insights for acquisition, disposition, and portfolio management decisions. Collaboration: Working with other departments, such as real estate agents, investment analysts, and internal teams, to facilitate decision-making. Qualification and skills: - Bachelors degree in Business, Economics, Real Estate, or a related field (Masters Degree is a plus). 2-5 Years of experience in Marketing, or real estate analysis. Knowledge of M S Excel and data analysis tools. Knowledge of the real estate market, Property types, investment strategies, and market trends. Excellent communication skills, with the ability to present data and insights clearly and concisely to stakeholders.

Role & responsibilities Identify and connect with potential clients (startups & SMEs) Pitch services like startup mentorship programs and services Conduct meetings, demos, and follow-ups to convert leads Prepare financial reports, Pitches and coordinate with Investors Maintain CRM, generate reports, and track performance Preferred candidate profile Excellent communication (English & Hindi) Confidence in sales calls, Zoom meetings, and presentations Understanding of finance and accounting ,startup funding Self-driven with a target-oriented mindset