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0.0 - 8.0 years
10 - 11 Lacs
Warangal, Hyderabad, Nizamabad
Work from Office
About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: You have a degree in Accounting, Finance, Economics, or related discipline Fluent in English (both written and verbal) Possess strong skills in using MS Excel - you are comfortable with formulas, understand the basics of macros and pivot tables, and are able to navigate and understand workbooks Intuitive feel and be a quick study of various software applications Proactive team player with excellent communication skills Our Benefits Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Providing US tax compliance services for private equity funds or hedge funds and investment partnership clients involving a variety of investment strategies and fund structures Working on computation of taxable income and tax adjustments, security analysis, tax allocations and preparation of US tax forms Analyzing transactions for US Tax consequences Handling tax reporting for investors and tax filings You will interface with other areas of the firm Contributing to delivery of Schedule K 1s to investors on a timely basis Developing knowledge of US business tax Delivering high quality product Working on various projects within the tax department and be cross-trained and will assist in special projects as necessary
Posted 1 month ago
6.0 - 10.0 years
40 - 45 Lacs
Mohali
Work from Office
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 Structuring 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 1. 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. 2. 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. 3. 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. 4. 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 fundraises 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 .
Posted 1 month ago
1.0 - 3.0 years
3 - 12 Lacs
Mumbai, Maharashtra, India
On-site
Description The Trainee - CFO position offers a unique opportunity to gain hands-on experience in financial management and strategy under the mentorship of the Chief Financial Officer. You will play a key role in supporting various financial operations and analyses within the organization. Responsibilities Assist in financial planning and analysis activities Support the CFO in budgeting and forecasting processes Prepare financial reports and presentations for management Conduct research and analysis on financial performance and trends Participate in audits and ensure compliance with financial regulations Collaborate with different departments to gather financial data Help in identifying areas for cost reduction and efficiency improvement Skills and Qualifications Bachelor's degree in Finance, Accounting, Business Administration, or a related field Strong analytical skills with proficiency in financial modeling Knowledge of financial statements and reporting Familiarity with accounting software and ERP systems Excellent communication and interpersonal skills Proficient in Microsoft Excel and financial analysis tools Attention to detail and strong organizational skills
Posted 1 month ago
1.0 - 2.0 years
15 - 20 Lacs
Mumbai Suburban, 400064
Work from Office
Role & responsibilities An equity fundraise analyst supports the fundraising process for a company, focusing on equity investments. They analyze financial data, conduct market research, and prepare materials to attract investors. They also assist in due diligence, negotiations, and the closing of deals. Financial Analysis & Modeling: Analyze financial statements (income statements, balance sheets, cash flow statements) to assess company performance and financial health. Develop and maintain financial models, including three-way models (P&L, cash flow, balance sheet), to support investment decisions. Conduct valuation analysis and prepare materials for investor pitches. Market Research & Due Diligence: Research potential investors and their investment criteria. Conduct due diligence on companies seeking funding, including market analysis, competitive landscape, and management quality. Stay updated on market trends, industry dynamics, and regulatory changes. Fundraising Support: Prepare marketing materials, including information memorandums and investor presentations. Assist in the end-to-end fundraising process, including due diligence, term sheet negotiations, and closing. Maintain relationships with investors and other stakeholders. Communication & Reporting: Prepare regular reports on fundraising progress, investor communications, and investment performance. Communicate findings and recommendations to internal teams, management, and investors. Maintain accurate records of investor information, transactions, and correspondence.
Posted 1 month ago
5.0 - 8.0 years
20 - 25 Lacs
Gurugram
Work from Office
Not Applicable Specialism Deals & Summary . Working on sustainability in deals at PwC, you will focus on providing consulting services related to integrating sustainability principles into mergers and acquisitions and private equity transactions (debt and equity) and corporate strategies. You will analyse environmental and social risk, assess client needs based on global frameworks, conduct impact assessments and develop comprehensive sustainability strategies for value creation, and offer guidance and support to help clients transition to sustainable and purposeled business models. You will leverage leverage experience in impact strategy and analysis, pre and post deal sustainability assessment, value creation through sustainable finance, and responsible investment strategies. Why PWC & Summary A career in Environmental, Social and Governance will provide you with the opportunity to generate distinctive advantage for our clients by addressing their nonfinancial performance, ensuring it is a source of viable, societally beneficial outcomes of benefit to all. Our team provides support across our clients Environmental, Social and Governance journeys by identifying specific areas of potential strategic advantage, how to achieve change compatible with evolving Environmental, Social and Governance targets and what transparency is required to earn stakeholder trust. Experience on sustainability frameworks like the GRI, SASB, etc. Practical knowledge/ background on ESG ratings methodology and requirements for DJSI, S&P, MSCI, etc. Has working experience in setting up ESG policies/ setting targets/ implementation of projects for the clients. Undertaken ESG due diligences for targets based on frameworks like the IFC, ADB, etc. Aware of processes required for becoming a signatory to the PRI. Desired Skills 1) Proactive and robust thought process 2) Meticulous and committed attitude with an eye for detail 3) Good interpersonal and communication skills 4) Work to create an impact 5) Good digital awareness 6) Enthusiasm and commitment towards work Mandatory skill sets Climate Change Preferred skill sets Sustainability Years of experience required 58 years Education qualification Post Graduation Education Degrees/Field of Study required Master Degree Degrees/Field of Study preferred Required Skills Sustainability Climate Change Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Business Value Creation, Climate Change Impacts and Risks, Climate Finance, Coaching and Feedback, Communication, Creativity, Data Analysis and Interpretation, Deal Strategy, Due Diligence Research, Embracing Change, Emotional Regulation, Empathy, Energy Transition Financing and Investment, Environmental Health and Safety, Inclusion, Intellectual Curiosity, Investor Communications, Key Performance Indicators (KPIs), Learning Agility, Materiality Analysis, Nature Finance {+ 18 more} No
Posted 1 month ago
6.0 - 11.0 years
19 - 25 Lacs
Gurugram
Work from Office
Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Manager Investments Manager Research Private Markets Mercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role will be responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quantitative and qualitative data requests from alternatives asset managers for fund due diligence with a special focus on private equity and/or private credit. Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a Mercer research template Organizing and ensuring that the Mercer research template is filled in correctly and lacking errors, so it is ready for distribution to Mercers research group Amending and fixing research template errors based on direction from Mercers research group Making sure the accuracy of the data inserted into the Mercer research template is of the highest integrity Working with the local and onshore teams in producing manager research reports focused on alternative asset class including private markets Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings What you need to have: 6+ years experience in global markets with adequate exposure in alternative asset classes Prior experience in asset management or investment research with strong understanding of investment strategies CFA/CAIA Charterholder and/or progress towards CFA and/or CAIA at advance levels is preferred. BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Ability to manage multiple projects, stakeholders, and deliverables simultaneously Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation Can work under pressure and meet deadlines, while delivering a high quality end product Keen attention to detail Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your alternatives asset class knowledge Ability to efficiently and effectively communicate with other groups across Mercer to solve problems Critical thinking capabilities when encountering sticking points Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) What makes you stand out Ability to understand the link between data, client needs and its application to the bigger picture. Excellent stakeholder/client management skills. Positive attitude & ability to adapt to ever-changing environment. Strong multi-tasking skills. Excellent written and verbal communication and report writing skills. 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 well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.
Posted 1 month ago
8.0 - 13.0 years
10 - 15 Lacs
Gurugram
Work from Office
In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve. This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers Making recommendations to clients basis the manager search and selection for various investment strategies US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG which involves assessment of strategies on various factors such as the investment team, investment process, risk management, factor/style exposures (using Style Analytics), and fees Review and amend investment policy statements. Author research papers on macro/micro economic environment and Investment industry trends. Providing research support on client requests including ESG, Style Analysis, Asset Class Trends Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects. Project management, work allocation, real-time capacity management, peer review, training and development of team members Liaison with stakeholders to build relationship for service delivery management. Play anchor role for all strategic projects and provide directions to the team. Prepare and manage KPIs and handle escalations. Participate in defining strategic priorities for the business. Focus on new capability development and branding imperatives. Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives. Driving Process Improvement Initiatives and delivering results in line with Business Priorities What you need to have: Relevant bachelors or masters degree in finance or economics with demonstrated academic achievement. Prior experience in asset management or financial services, preferably across multiple asset classes and investment disciplines; at least Proficient understanding of Wealth Management, Investment Management industry and asset classes (equity, fixed income, and alternatives) Minimum experience of at least 8 years in the financial services industry Ability to understand the link between data, client needs and its application to the "bigger picture." Proven organizational and project management skills, including the ability to manage multiple stakeholders. Excellent written and verbal communication skills, capable of influencing diverse audiences. High level of self-motivation, ownership, initiative, and exceptional attention to detail. Exceptional interpersonal, organizational, business communication, and time management skills. Leadership skills with the ability to manage diverse teams. Strong logical and analytical skills with attention to details Demonstrated high level of self-motivation, ownership, and initiative. Working knowledge of MS Office and third-party tools such as Bloomberg, Morning Star, and Lipper. Progress towards professional certification such as CFA, CAIA, CIPM What makes you stand out? Domain expertise relevant to wealth management/investment advisory/consulting Willing to learn and a strong team player with a collaborative approach. Effective team management skills Good analytical skills
Posted 1 month ago
3.0 - 7.0 years
3 - 7 Lacs
Delhi, India
Remote
Drive Financial Stability as Our Treasury Manager! Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the company's liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities: Manage cash flow and liquidity to ensure operational efficiency. Oversee banking relationships, financial transactions, and risk management strategies. Develop and implement cash management strategies to optimize working capital. Prepare short-term and long-term financial forecasts. Ensure compliance with treasury policies and regulations. Key Skills & Experience: Proven experience in treasury management or finance roles. Strong understanding of cash management, investment strategies, and financial risk. Proficiency in treasury management systems and financial software. Excellent problem-solving, analytical, and communication skills. Why Join Us Competitive pay (Up to 1200/hour). Flexible hours. Remote opportunity. NOTE Pay will vary by project and typically is up to Rs.
Posted 1 month ago
3.0 - 7.0 years
3 - 7 Lacs
Hyderabad, Telangana, India
Remote
We are seeking a skilled Treasury Manager to oversee our organization's cash flow, investment portfolio, and financial risk. You'll play a critical role in optimizing liquidity, maintaining financial stability, and leading treasury operations for long-term success. Responsibilities Manage cash flow and ensure liquidity for operational efficiency Oversee banking relationships, transactions, and risk mitigation strategies Develop and implement cash management plans to optimize working capital Prepare both short-term and long-term financial forecasts Ensure compliance with internal treasury policies and financial regulations Key Skills & Experience Proven experience in treasury management or financial planning roles Strong understanding of investment strategy, risk management, and cash flow operations Proficiency in treasury management systems and financial software Excellent analytical, problem-solving, and communication abilities Why Join Us Competitive hourly compensation (up to ?1,200/hour; project-based) Flexible hours to suit your schedule Fully remote rolework from anywhere
Posted 1 month ago
3.0 - 7.0 years
0 - 1 Lacs
Delhi, India
On-site
Manage cash flow and liquidity to ensure operational efficiency. Oversee banking relationships, financial transactions, and risk management strategies. Develop and implement cash management strategies to optimize working capital. Prepare short-term and long-term financial forecasts. Ensure compliance with treasury policies and regulations. Key Skills & Experience: . Proven experience in treasury management or finance roles. Strong understanding of cash management, investment strategies, and financial risk. Proficiency in treasury management systems and financial software. Excellent problem-solving, analytical, and communication skills.
Posted 1 month ago
11.0 - 14.0 years
10 - 15 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced professional to join our team as a Manager - Advisory - Wealth in Mumbai. The ideal candidate will have 11-14 years of experience in the field. Roles and Responsibility Advise retail customers on optimal allocation of savings across basic asset classes to meet their investment objectives. Develop, present, and record financial planning, investment reports, and advisory recommendations for individuals and families. Maintain ongoing client relations through timely communications and integrity in all actions. Document client information in Customer Relationship Manager (CRM) and manage a to-do list. Collaborate with the team to monitor portfolios and implement investment and financial planning changes. Participate in community events, organizations, networking, and develop/deliver seminars and speaking engagements to expand business. Continuously improve company investment and financial planning processes. Support primary advisors and other advisors. Perform administrative and operational tasks to meet organizational needs. Job MBA / CFP / CFA or Amfi certification is required. Minimum 11 years of experience in wealth management or a related field. Possess strong knowledge of financial planning, investment strategies, and customer relationship management. Demonstrate excellent communication and interpersonal skills. Ability to work effectively in a team environment and lead others. Exhibit strong analytical and problem-solving skills.
Posted 1 month ago
6.0 - 11.0 years
3 - 15 Lacs
Navi Mumbai, Maharashtra, India
On-site
Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients Acquire the clients having AUM => INR 10 M Portfolio review of clients & Cross Sell Resolve customer queries TAT Required Candidate profile 6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking Graduate with MBA Rich exp. of financial planning & wealth mgmt. AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 1 month ago
6.0 - 10.0 years
3 - 15 Lacs
Mumbai, Maharashtra, India
On-site
Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF HNI Sales exp. with own clientele In Depth sales exp. in Trading, Client Acquisition & revenue generation Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile Must be graduate / MBA Excellent Communications and interparental skills Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 1 month ago
6.0 - 10.0 years
3 - 15 Lacs
Navi Mumbai, Maharashtra, India
On-site
Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF HNI Sales exp. with own clientele In Depth sales exp. in Trading, Client Acquisition & revenue generation Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile Must be graduate / MBA Excellent Communications and interparental skills Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 1 month ago
2.0 - 6.0 years
4 - 9 Lacs
Jaipur
Work from Office
Role & responsibilities Business Analysis & Strategic Planning Conduct comprehensive business analysis and develop strategic initiatives to drive organizational growth 2. Financial Management & Investor Relations Oversee financial control functions and prepare accurate investor reports and presentations 3. Cross-functional Coordination & Communication Facilitate effective coordination across all departments and deliver impactful presentations to stakeholders 4. Performance Monitoring & Reporting Track strategic initiative implementation and provide regular business performance updates to management and investors Preferred candidate profile Chartered Accountant NBFC experience
Posted 1 month ago
3.0 - 7.0 years
6 - 10 Lacs
Ahmedabad
Work from Office
Job Description Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions Guide individuals in making informed financial decisions for long-term financial well-being Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs 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 Represent Finnovate at conferences, meetings, and industry events to promote financial education Qualifications & Skills Bachelors degree in finance, economics, or a related field (MBA-Finance preferred) A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same Minimum of 2 years of experience in financial advisory or related fields Strong knowledge of financial planning, investment strategies, and wealth management Excellent stakeholder management skills, superior 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 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 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
Posted 1 month ago
18.0 - 20.0 years
50 - 75 Lacs
Hyderabad
Work from Office
Seeking male Telugu-speaking CA with listed manufacturing firm background, plant & corporate exposure, 800+cr turnover, team lead (20+), skilled in F&A, audit, M&A, fundraising, IPO, board matters, and compliance Age: 45–50 yrs Required Candidate profile CA with 18–20 yrs in manufacturing preferred. Hiring dynamic CFO to lead strategy, planning, and growth. Must excel in budgeting, forecasting, corporate finance, and handling complex challenges.
Posted 1 month ago
3.0 - 7.0 years
12 - 16 Lacs
Hyderabad
Work from Office
Drive Financial Stability as Our Treasury Manager!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the companys liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities:. Manage cash flow and liquidity to ensure operational efficiency. Oversee banking relationships, financial transactions, and risk management strategies. Develop and implement cash management strategies to optimize working capital. Prepare short-term and long-term financial forecasts. Ensure compliance with treasury policies and regulations. Key Skills & Experience:. Proven experience in treasury management or finance roles. Strong understanding of cash management, investment strategies, and financial risk. Proficiency in treasury management systems and financial software. Excellent problem-solving, analytical, and communication skills. Why Join Us. Competitive pay (Up to ‚1200/hour). Flexible hours. Remote opportunity. NOTEPay will vary by project and typically is up to Rs. .
Posted 1 month ago
3.0 - 7.0 years
12 - 16 Lacs
Bengaluru
Work from Office
Drive Financial Stability as Our Treasury Manager!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the companys liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities:. Manage cash flow and liquidity to ensure operational efficiency. Oversee banking relationships, financial transactions, and risk management strategies. Develop and implement cash management strategies to optimize working capital. Prepare short-term and long-term financial forecasts. Ensure compliance with treasury policies and regulations. Key Skills & Experience:. Proven experience in treasury management or finance roles. Strong understanding of cash management, investment strategies, and financial risk. Proficiency in treasury management systems and financial software. Excellent problem-solving, analytical, and communication skills. Why Join Us. Competitive pay (Up to ‚1200/hour). Flexible hours. Remote opportunity. NOTEPay will vary by project and typically is up to Rs. .
Posted 1 month ago
3.0 - 7.0 years
12 - 16 Lacs
Mumbai
Work from Office
Drive Financial Stability as Our Treasury Manager!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the companys liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities:. Manage cash flow and liquidity to ensure operational efficiency. Oversee banking relationships, financial transactions, and risk management strategies. Develop and implement cash management strategies to optimize working capital. Prepare short-term and long-term financial forecasts. Ensure compliance with treasury policies and regulations. Key Skills & Experience:. Proven experience in treasury management or finance roles. Strong understanding of cash management, investment strategies, and financial risk. Proficiency in treasury management systems and financial software. Excellent problem-solving, analytical, and communication skills. Why Join Us. Competitive pay (Up to ‚1200/hour). Flexible hours. Remote opportunity. NOTEPay will vary by project and typically is up to Rs. .
Posted 1 month ago
3.0 - 7.0 years
12 - 16 Lacs
Kolkata
Work from Office
Drive Financial Stability as Our Treasury Manager!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the companys liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities:. Manage cash flow and liquidity to ensure operational efficiency. Oversee banking relationships, financial transactions, and risk management strategies. Develop and implement cash management strategies to optimize working capital. Prepare short-term and long-term financial forecasts. Ensure compliance with treasury policies and regulations. Key Skills & Experience:. Proven experience in treasury management or finance roles. Strong understanding of cash management, investment strategies, and financial risk. Proficiency in treasury management systems and financial software. Excellent problem-solving, analytical, and communication skills. Why Join Us. Competitive pay (Up to ‚1200/hour). Flexible hours. Remote opportunity. NOTEPay will vary by project and typically is up to Rs. .
Posted 1 month ago
4.0 - 9.0 years
20 - 25 Lacs
Mumbai
Work from Office
: Job TitleSenior Risk Manager - Model Validation (AI/ML Models) Corporate TitleVP LocationMumbai, India Role Description DWS Group (DWS) is one of the world's leading asset managers with EUR 841bn of assets under management (as of 31 March 2023). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognised by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management as well as our deep environmental, social and governance focus complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically. The Risk platform is the independent risk oversight function of DWS. Model Risk is part of the Risk function and is designed to provide governance and control to manage a variety of models used in the Firm and associated risks. The Model Risk team works as a global organization with team members in New York, London and Frankfurt with a focus around validating, testing and overseeing the usage of models related to Corporate Risk (liquidity/economic capital) and Investment Risk for Liquid and Illiquid investment strategies. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Leading the delivery of the validation Book of Work for all Artificial Intelligence (AI) and Machine Learning (ML) models across the organization Conducting model validations on the DWS models, both in-house and vendor models, based on regulatory guidance, internal policy and procedures and best industry practice and communicate findings and recommendations to model owners and prepare the model validation reports Working closely with Investment teams on topics including model assumptions and limitations to ensure models remain fit for purpose Participating in independent model reviews on complex topics in accordance with business needs and regulatory requirements Review ongoing model monitoring reports, identify potential model risk and document the findings to key stakeholders while evaluating the corrective actions Assist in building benchmark models used across the model validation team, design backtesting or other methodologies to test the conceptual soundness of model assumptions We are looking for: Proven experience in the field of Quantitative Risk Management associated to AI and ML Experience of AI and ML model development from across the Investments, Consulting or Banking industry with an understanding of concepts associated to validating or developing risk models Strong quantitative skills utilising at least one of Python or C++ Good understanding of valuation methods, capital markets, portfolio theory and risk management Excellent verbal and written communications skills -- previous experience of writing either technical documentation related to model validation or development or independent peer-reviewed research articles Educated to post-graduate degree level in a quantitative field such physics, mathematics, statistics, economics or engineering, or with relevant industry experience / professional qualification How well support you . . . . About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm
Posted 1 month ago
2.0 - 3.0 years
8 - 9 Lacs
Hyderabad
Work from Office
To maintain the highest standards of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing client queries promptly and effectively within the stipulated time frame . Proficient in working with minimal supervision while handling process queries. Provides training and support to new team members. Assists the Lead in implementing development plans for new team members Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of. Work Experience / Knowledge: 2. 5-3 yrs. of previous experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred. Skills / Other Personal Attributes Required: Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require.
Posted 1 month ago
2.0 - 3.0 years
4 - 5 Lacs
Hyderabad
Work from Office
As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Who we are With over $1.44 trillion of assets under management, Invesco is one of the world s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Your Role To maintain the highest standards of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing client queries promptly and effectively within the stipulated time frame . Proficient in working with minimal supervision while handling process queries. Provides training and support to new team members. Assists the Lead in implementing development plans for new team members Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of. Work Experience / Knowledge: 2.5-3 yrs. of previous experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred. Skills / Other Personal Attributes Required: Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require. Academic requirements MBA Or any professional qualification with finance as the major Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you? As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /
Posted 1 month ago
7.0 - 12.0 years
9 - 13 Lacs
Noida
Work from Office
Role Overview: We are looking for a highly skilled Financial Expert to lead the financial planning, modeling, and investment strategy for a high-impact Multimodal Transport Hub. This position involves working closely with planners, engineers, and government stakeholders to ensure the project is financially viable, sustainable, and investor-ready. Key Responsibilities: Develop detailed financial models, cost-benefit analyses, and project cash flow projections. Prepare project feasibility reports from a financial standpoint, including IRR, NPV, and payback analysis. Structure Public-Private Partnership (PPP) frameworks, including DBFOT, EPC, and hybrid annuity models. Support in securing funds through multilateral banks, government schemes (like AMRUT, Smart Cities Mission), and private investors. Collaborate with legal and technical teams for bid documents, concession agreements, and RFPs. Perform risk analysis and develop mitigation strategies for financial and commercial risks. Monitor project expenditures and funding utilization during planning and implementation phases. Ensure compliance with financial regulations, auditing requirements, and public sector procurement norms. Preferred: Experience with World Bank, ADB, or multilateral funding projects. Understanding of Indian financial regulatory frameworks and public sector financing.
Posted 1 month ago
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