27 Investment Strategy Jobs

Description We are seeking a highly experienced Regional / Cluster Head for our Private Wealth division to lead our team and drive growth in our boutique wealth management firm. The ideal candidate will have a deep understanding of private wealth management and a proven track record of delivering exceptional client service. Responsibilities Lead and manage the private wealth management team in the assigned region/cluster. Develop and implement strategic plans to drive growth and profitability in private wealth services. Build and maintain strong relationships with high-net-worth clients to understand their financial goals. Provide expert advice on investment strategies, estate planning, tax optimization, and risk management. Ensure compliance with regulatory requirements and internal policies in all client interactions. Mentor and coach team members to enhance their skills and performance. Monitor market trends and adjust strategies accordingly to remain competitive. Skills and Qualifications Bachelor's degree in Finance, Economics, Business Administration, or a related field. 13-23 years of experience in private wealth management, investment advisory, or financial services. Proven track record of managing a diverse portfolio of high-net-worth clients. Strong understanding of investment products, estate planning, and tax strategies. Excellent communication and interpersonal skills to effectively engage with clients and team members. Ability to work in a fast-paced environment and manage multiple priorities simultaneously. Strong analytical and problem-solving skills. Interested candidates can connect on 8943347108 / 9995043999 - interested candidates can connect on [HIDDEN TEXT]

Role & responsibilities Anchor and manage Financial Management Information System for the organization including P&L and other Business Dashboards Development, Automation and Publishing of all Business, Operations and People related MIS for the organization Partner with various internal business stakeholders for discussion relating to various financial parameters as well as ad-hoc analysis Budgeting, Forecasting and Provisioning for Income and OPEX Strict and timely monitoring of P&L and Balance Sheet lines to ensure regular granular tracking of stated business outcomes Drive expense management and analytics through deep understanding of cost booking processes and systems Continuously improve and simplify expense allocation methodology across departments Design and institutionalize systematic OPEX dashboards and MIS

Role & responsibilities Variance Analysis of the Budget vs Actuals Preparing segment level profitability Interaction with the field on cost control & giving various input for the field in improving productivity Analysis on current problematic areas Perform quantitative/qualitative analysis to support the evaluation of corporate growth strategies and business development opportunities Structure and execute Information Memorandums, sophisticated financial analyses, and models, including ROI calculations and sensitivity/risk analyses, to evaluate the impacts of strategies, potential partnerships, and new ventures etc... Perform market research, landscape, and sizing analyses to support strategy formulation Develop and manage strategic partnerships opportunities with external parties Identify process improvement opportunities and work with relevant stakeholder to recommend solutions

Screen Andragogy Platforms is a screen industries technology management company that empowers professionals, organizations, and educational institutions with integrated tools, insights, and services to streamline storytelling, analytics, and product development. By utilizing AI-driven platforms and expert-led support, the company drives value across content creation, market research, and strategic growth, ensuring that every story is told professionally, efficiently, and universally. Screen Andragogy Platforms is currently seeking a consultant with expertise in media finance, AI-powered modeling, and investment strategy to support clients in the entertainment sector. The consultant will be responsible for combining advanced financial analysis with AI-enhanced workflows to contribute to custom research, automated financial tools, and strategic financial documentation for clients. This position is structured for long-term cultural and strategic alignment, with full-time hiring not being offered initially. Candidates are required to complete a mandatory one-year internship or consulting residency, during which they will collaborate closely with leadership and clients to understand the company's mission, operating model, and value delivery. Selected candidates must be willing to travel with the company for at least 12 years to achieve cultural alignment, understand cross-market financing practices, and participate in live client engagements and real-time project iterations. Only after successful completion of this phase will candidates be evaluated for full-time positions based on value creation, strategic alignment, and contribution to the Screen Andragogy Platforms ecosystem. Key Responsibilities - AI-Driven Investment Analysis: Develop predictive ROI models for film, series, and digital content using AI-powered tools. - Capital Structuring & Deal Design: Structure slate financing, co-productions, and pre-sales using automated risk analysis, model tax incentives, and support strategic financial planning for media projects. - AI Agent Training & Customization: Design and train custom financial agents, build prompt workflows for automated financial reporting, and forecasting. - Research Services: Lead research projects for clients, deliver insights on funding strategy, profitability, and global market positioning. - Document Automation Support: Assist in developing AI-generated business plans, financial summaries, and pitch documents, ensure consistency and accuracy in financial models. - Industry Trend Monitoring: Stay informed on developments in AI finance, content monetization, and entertainment investment models, evaluate new financial technologies such as blockchain, NFTs, and decentralized funding in media. Qualifications - Background & Experience: Strong foundation in finance, economics, or data science, prior experience in media finance, investment analysis, or financial technology. - Technical Proficiency: Comfortable with AI/ML concepts, financial modeling using Excel, Python, or R, understanding of APIs, automated dashboards, and data visualization. - Core Competencies: Analytical thinking, clear communication, interest in the evolving intersection of media, AI, and capital markets. The recruitment process for this role is rigorous and structured, consisting of application and screening, technical assessment, interviews, and cultural fit evaluation to assess each candidate's technical capability, strategic thinking, and readiness for long-term contribution in the intersection of AI and media finance.,

Job Description: As a Portfolio Manager at our company in Gurugram, India, you will be responsible for overseeing investment portfolios and analyzing financial data to maximize client investments. Your role will involve developing investment strategies, monitoring market trends, and nurturing client relationships. Additionally, you will need to prepare comprehensive reports, assess risks, and ensure adherence to financial regulations. To excel in this position, you should possess expertise in financial analysis and investment strategy, along with strong capabilities in risk assessment and compliance. Effective communication and client relationship management skills are essential, as is the ability to work both independently and collaboratively in a team setting. Prior experience in portfolio management or financial services would be advantageous. If you are looking for a challenging opportunity to utilize your financial skills and make a positive impact on client investments, we encourage you to apply for this full-time on-site role as a Portfolio Manager with us.,

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support product penetration through product and research assistance. To excel in this role, you should possess knowledge of various asset classes such as Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Familiarity with Wealth Management products like Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Listed Investments is essential. Understanding taxation implications for different investment products and proficiency in research and portfolio software like Morning Star, Invest well, Bloomberg is required. Your success will also be influenced by your strong analytical and interpretative skills, integrity, ability to establish trust, self-driven attitude, teamwork capabilities, networking skills, ability to work under time pressure, and adherence to deadlines. Proficiency in Excel and presentation skills is crucial from a technical perspective. The ideal candidate for this role should hold a graduate degree in any field and a postgraduate degree such as MBA or PGDM in Finance. A minimum of 5 to 10 years of experience in a relevant position is preferred.,

The Principal Officer/CEO position at SPEC Finance in Gift City, Gandhinagar, requires a seasoned professional with over 10 years of experience, preferably around 40 years of age. SPEC Finance is a dynamic financial company operating in GIFT City, Gujarat, India, offering innovative financial solutions to businesses and individuals across various sectors, focusing on high-growth opportunities within BRICS Plus countries. As a leader in the global financial services landscape, SPEC Finance aims to provide clients with compliant and innovative financial products and services. As the Principal Officer, you will play a crucial role in ensuring that the Fund Management Company operates in full compliance with IFSCA (Fund Management) Regulations and other applicable laws. Your responsibilities will include overseeing fund operations, ensuring regulatory adherence, managing risks, and maintaining effective communication with regulators, investors, and stakeholders. Leading the fund management team, you will work towards achieving operational and strategic objectives while upholding the highest standards of integrity and professionalism. Key Responsibilities: - Ensure compliance with IFSCA regulations, guidelines, and legal requirements. - Oversee the implementation of investment strategies aligned with the fund's mandate and regulatory framework. - Serve as the primary point of contact for regulators, managing interactions and submissions. - Prepare and submit accurate reports and documentation to IFSCA and stakeholders. - Develop and monitor risk management policies and compliance protocols. - Mentor the fund management team, fostering a culture of excellence and regulatory adherence. - Stay informed about regulatory changes and ensure proactive compliance. - Review and approve investment decisions in line with the fund's objectives. - Communicate transparently with investors, providing performance updates and financial reports. - Represent the company in regulatory meetings, industry forums, and investor engagements. Qualifications and Experience: - MBA in Finance from a recognized university, CA qualification, or other finance-related professional degree. - Minimum 5 years of experience as a Fund Manager in an Asset Management Company. - Profound knowledge of IFSCA regulations and International Financial Services Centres operational framework. - Expertise in compliance, risk management, and investment strategy execution. - Experience in international fund management or cross-border investments preferred. - Demonstrated leadership skills in managing operational and regulatory challenges. Skills and Competencies: - Strong leadership and team management abilities. - Excellent verbal and written communication skills. - Commitment to integrity, professionalism, and ethical standards. - Advanced analytical and decision-making skills in navigating regulatory complexities. - Proficiency in financial analysis tools and software. Additional Requirements: - Willingness to relocate to Gift City, Gujarat, if not already based there. - Availability for domestic and international travel as required for business purposes.,

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications.

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex transactions. Additionally, you will stay updated on market trends and industry developments to identify potential investment opportunities and assess their feasibility. Responsibilities - Identify and evaluate potential investment opportunities for clients - Conduct comprehensive financial analysis and due diligence on target companies - Develop investment strategies and prepare investment memorandums - Structure and negotiate complex transactions, including mergers, acquisitions, and divestitures - Build strong relationships with clients, stakeholders, and industry experts - Collaborate with legal teams to ensure compliance with regulatory requirements - Stay updated on market trends, industry developments, and competitive landscape Requirements : - Bachelor's degree in finance, economics, or related field (MBA preferred) - At least [5] years of experience in investment banking or related field - Proven track record of successfully executing investment deals - Strong financial modeling, valuation, and analysis skills - Excellent understanding of financial markets, regulations, and investment strategies - Exceptional communication and negotiation abilities - Ability to work under pressure and meet tight deadlines - Proficient in MS Office and financial software applications

The Chief Investment Officer (CIO) position at M20 Urban Spaces involves leading the investment strategy and execution of real estate projects. This role requires strategic foresight, risk management expertise, financial acumen, and domain technical knowledge to drive high yield, risk mitigated investments across various types of developments. As the CIO, you will be responsible for deal origination by identifying and building relationships with real estate developers specializing in plotted developments. You will lead due diligence processes, including feasibility studies, legal/title assessments, and technical site reviews. Additionally, you will be tasked with financial analysis, such as building cash flow models, assessing project viability, and performing return analysis based on IRR. Deal structuring will also be a key aspect of your role, where you will draft and negotiate term sheets, investment instruments, and exit conditions. You will oversee the execution of funded projects, monitor progress, sales velocity, milestones, and investor reporting. Risk management is another crucial responsibility, involving identifying key risks, enforcing covenants, and implementing project-level mitigation strategies. Furthermore, you will be expected to provide investor support by working with the capital raising team to deliver investor updates, MIS reports, and exit documentation. The ideal candidate for this position should have at least 8 years of experience in real estate private equity, finance, or advisory, along with an MBA (Finance), CA, or Civil Engineering + MTech with strong finance exposure. Demonstrated experience in evaluating and executing land or plotted development projects, excellent financial modeling skills, and a deep familiarity with real estate markets, especially in Tamil Nadu, are essential requirements. Strong negotiation and interpersonal skills, a self-starter mindset, and the ability to work in an entrepreneurial environment are also desired qualities for the Chief Investment Officer role. Exposure to legal and regulatory aspects of real estate, such as RERA, title, and DTCP/CMDA norms, would be considered a strong plus. Join M20 Urban Spaces to contribute to the company's goal of delivering internationally benchmarked real estate products and concepts that enrich lives through superior quality, design, and sustainability.,

As a Vice President of Treasury at Barclays Finance, you will play a crucial role in shaping the financial strategy of the organization. Your responsibilities will involve managing funding and investment activities for the India branch, overseeing the INR investment portfolio, and participating in ALCO forums and regulatory engagements. Your expertise in managing INR and FCY funding, fixed income investments, and Treasury governance will be essential in ensuring the financial health and success of the India franchise. Your success in this role will be evaluated based on your ability to lead Treasury interactions, manage regulatory and rating agency expectations, and drive investment strategy and issuance programs with precision and accountability. Additionally, you will be responsible for supervising India business-related funding requirements and serving as a key stakeholder in PLC India ALCO meetings. To excel as a VP-Treasury, you should bring deep experience in managing funding for an India branch, familiarity with investment in INR fixed income securities, and the ability to supervise wider India franchise funding needs for a foreign bank. Desirable skillsets include supervising India-related issuance programs and investment experience in other Asia markets besides India. In this role, you will be accountable for developing and implementing trading strategies aligned with the bank's risk appetite and investment objectives. You will execute trades, maintain accurate trading records, and monitor market movements to adjust trading strategies accordingly. Additionally, you will analyze global financial markets, economic indicators, and geopolitical events to identify trading opportunities and assess market risks. Managing and monitoring the risk associated with the trading portfolio will be a key aspect of your responsibilities. As a Vice President, you are expected to contribute to setting strategy, driving recommendations for change, and managing policies and budgets. You will advise key stakeholders on functional and cross-functional areas of impact, manage and mitigate risks, and demonstrate leadership in managing risk and strengthening controls. By collaborating with other areas of work, you will contribute to achieving the business's goals and creating solutions based on sophisticated analytical thought. Your role will also involve building and maintaining relationships with internal and external stakeholders, influencing and negotiating to achieve key business objectives. Demonstrating the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive, is essential in fulfilling your responsibilities. At Barclays, we are committed to providing a supportive and inclusive work environment that recognizes and supports both your personal and professional needs. We encourage flexible working arrangements and have a structured approach to hybrid working to meet the requirements of the role and business needs. Join us at Barclays Finance and be part of a diverse, innovative, and collaborative team driving success and excellence in the financial industry.,

We are looking for a seasoned Chief Financial Officer (CFO) for our client to be based at Ahmedabad to plan the organization’s long term financial strategy. He must be well-versed in all aspects of financial management .

As the Chief Financial Officer (CFO) of our well-established company, you will be a key member of the executive leadership team, reporting directly to the Board of the Company and global headquarters officials. Your role will involve shaping the financial strategy and direction of the organization, overseeing all financial activities, driving financial planning and analysis, ensuring regulatory compliance, and providing strategic financial guidance for our operations in India and other designated markets. You will be responsible for developing and implementing comprehensive financial strategies aligned with the company's objectives, working with senior managers on budget proposals and long-term financial planning. Your role will also involve preparing and presenting financial reports in compliance with International Accounting Standards (IAS) and International Financial Reporting Standards (IFRS), conducting financial analysis, and supervising Management Information Systems (MIS) for data-driven decision-making. In addition, you will oversee financial management operations, including accounting, financial controls, and compliance with corporate policies. You will manage capital allocation, investment decisions, and evaluate potential mergers and acquisitions. Furthermore, you will establish and maintain internal controls, risk management frameworks, and ensure compliance with tax regulations and corporate governance standards. Your role will also involve building and maintaining relationships with key stakeholders, presenting financial results to the board of directors and shareholders, and acting as a financial spokesperson for the company. Additionally, you will oversee IT infrastructure, drive digital transformation initiatives, and leverage technology to improve financial analysis and reporting accuracy. To excel in this role, you should have a Bachelor's degree in Finance, Accounting, Economics, or the Institute of Chartered Accountants of India, along with 10+ years of financial management experience, including 5 years in a senior leadership role. Certifications such as CPA, CFA, or an MBA are preferred. Strong financial forecasting, budgeting, and reporting skills, as well as expertise in financial analysis and risk management, are essential. Exceptional communication, leadership, and decision-making skills, along with proficiency in financial software and systems, are key competencies required for this role. This full-time position will predominantly be office-based with occasional travel, and the compensation package will include a competitive base salary, performance-based bonuses, comprehensive benefits, and opportunities for career advancement within the company. If you have the required experience and qualifications, we invite you to apply for this challenging and rewarding role as our Chief Financial Officer.,

Analysing companies: Preparing financial models, analysing companies, and valuing them Tracking events: Monitoring global markets, including equity markets, and analysing their effects on local stock markets Tracking stock movements: Tracking daily and monthly stock movements, and analysing reasons for them Tracking news: Keeping up with daily news, including political announcements, company announcements, and cabinet decisions Building Screeners: Developing Screeners to identify potential stocks for further research Automation: Strong understanding of the latest tools to automate the stock screening and research process Research reports: Writing reports on stock analysis, Industry analysis and stock markets Product Notes: Writing a detailed Product Note with all information including data to support the strategy Systems: Good understanding of the Trading Systems and trade execution process to limit latency and slippages Collecting data from various sources, such as financial reports, public databases, and surveys Analysing data using statistical tools and analytical methods Identifying trends, patterns, and insights Preparing presentations to summarize findings and analysis Providing insights to support decision-making processes Managing research project Investment Management: Oversee the development and implementation of investment strategies and asset allocation models. Monitor market trends and economic indicators to make informed investment decisions. Ensure adherence to the firms investment policies and risk management guidelines. Compliance and Risk Management: Ensure the firms practices comply with SEBI regulations and other relevant legal requirements. Conduct periodic audits and reviews to maintain high standards of regulatory compliance. Implement and monitor internal controls to manage and mitigate risks effectively. Qualifications: Bachelors degree in finance, economics, business administration, or a related field; advanced degrees (MBA, CFA, CFP) preferred. Ability to consume, distill large quantities of information and develop insights from vast sources of information, including research reports, industry news, daily news publications, company press releases, etc. Relevant experience in mathematics, statistics, computer science, or finance preferred NISM Series XV and Series X A&B certification Minimum of 2-5 years of experience in stock analysis and selection Deep knowledge of SEBI regulations and compliance requirements. Proven ability to develop and execute strategic initiatives. High ethical standards and a commitment to acting in clients' best interest

Job Title: Chief Investment Officer - Fixed Income Location: Ahmedabad, India Reporting To: Chief Executive Officer (CEO) Company: Lakshya Asset Management Company (In-principle SEBI-approved Mutual Fund) Role Overview The CIO - Fixed Income will be responsible for leading the fixed income investment strategy, portfolio construction, and risk management across all debt-oriented schemes. This is a senior leadership role that demands deep market insight, regulatory fluency, and a disciplined investment philosophy. Key Responsibilities Investment Strategy & Portfolio Management Develop and execute fixed income investment strategies aligned with scheme objectives and market outlook. Manage portfolios across government securities, corporate bonds, money market instruments, and other debt products. Monitor macroeconomic indicators, interest rate trends, and credit markets to identify opportunities and risks. Risk Management & Compliance Ensure adherence to SEBI regulations, internal risk frameworks, and the funds investment mandate. Oversee credit evaluation, duration management, and liquidity risk across portfolios. Collaborate with the Chief Risk Officer and Compliance Officer to maintain robust governance. Team Leadership & Oversight Lead and mentor a team of fixed income fund managers and analysts. Foster a culture of performance, accountability, and ethical conduct. Stakeholder Engagement Present investment views and performance updates to the CEO, Board, and key stakeholders. Represent the firm in investor forums, media interactions, and regulatory discussions as needed. Operational Excellence Ensure seamless integration of front, mid, and back-office functions for fixed income operations. Drive adoption of investment systems and analytics tools to enhance decision-making and reporting. Qualifications & Experience 10-15 years of experience in fixed income portfolio management, preferably in mutual funds, Banks, PD, Fixed Income broker or corporate treasury. Strong understanding of SEBI regulations, G-Sec market, money market and bond market. Educational background in Finance, Economics, or related fields; CFA, CA, or MBA preferred. Excellent leadership, communication, and stakeholder management skills. What We Offer A leadership role in shaping a new-age mutual fund platform. Opportunity to build a high-performing fixed income franchise from the ground up. Competitive compensation and long-term wealth creation potential.

For More Information Call / WhatsApp to Ms.Neha-9870170629 Responsibilities Manage financial planning and analysis activities to support decision-making processes. Oversee budgeting, forecasting, and reporting processes. Ensure compliance with financial regulations and standards in the host country. Conduct financial audits and prepare reports for stakeholders. Collaborate with other departments to align financial goals with business objectives. Analyze financial data to identify trends and provide insights for strategic planning. Develop and implement financial policies and procedures. Exciting Job Opportunities Abroad Apply Now!??????????????????????????????????????????????????????? ???? Note: This position is strictly for overseas locations. Not for jobs in India. We are currently hiring for multiple roles in top global destinations: ? Canada ? Australia ? Germany ? Singapore ? Luxembourg ? New Zealand ? USA ???? Important Eligibility Criteria: Must be an Indian passport holder Open to relocation abroad (This job is not based in India ) Only serious candidates willing to work overseas should apply Freshers and experienced professionals are both welcome (role-specific) ???? Why Apply International exposure and career growth High-quality work environments Attractive compensation packages ???? Please Do NOT Apply If: You are looking for a job in India You are not willing to relocate to another country

Experience: 3+ years Location: Remote (USA Market Experience Required) Job Type: Freelance / Project-Based Industry: Investment Banking / Mergers & Acquisitions Job Description: We are seeking an experienced Investment Banking Consultant (Freelance) to assist with US company acquisitions and investment deals . The ideal candidate should have a strong understanding of the USA financial market , M&A processes, and investment structuring. Key Responsibilities: Identify and analyze potential acquisition targets in the USA . Conduct financial modeling, due diligence, and market research . Assist in structuring and negotiating investment deals . Develop investment strategies and reports for stakeholders. Collaborate with investors and partners for successful deal execution. Key Requirements: 3+ years of experience in Investment Banking (USA Market) . Expertise in M&A, private equity, and financial modeling . Strong negotiation and deal structuring skills . Excellent communication and stakeholder management . Ability to work independently in a freelance/project-based role .

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

Responsibilities: Project Oversight: Lead, manage, and coordinate engineering activities for medium and large-scale fertilizer, chemical, petrochemical, refinery projects, ensuring timely and cost-effective completion while adhering to industry standards and safety regulations. Team Leadership: Supervise and mentor a multidisciplinary team of engineers, ensuring high performance, technical excellence, and alignment with project objectives. Technical Expertise: Provide technical leadership across multiple engineering disciplines (mechanical, electrical, civil, instrumentation, etc.) and ensure that all technical specifications and design standards are met. Project Planning Execution: Develop and implement engineering project plans, schedules, and budgets. Oversee engineering design, procurement, construction, commissioning, and startup phases. Stakeholder Management: Collaborate with internal and external stakeholders, including project owners, contractors, suppliers, and regulatory authorities, to ensure smooth project execution and resolve any technical issues. Risk Management: Identify potential risks during the engineering design and execution phases, implement mitigation strategies, and proactively manage project risks. Quality Control: Ensure quality assurance and control standards are met throughout the project, managing project deliverables to the highest technical and safety standards. Regulatory Compliance: Ensure all engineering activities comply with local, national, and international standards, regulations, and safety protocols. Budget Cost Control: Oversee project budgets, ensuring cost efficiency and optimal resource allocation while maintaining scope, schedule, and safety standards. Continuous Improvement: Foster a culture of innovation and continuous improvement, providing insights on new technologies, methodologies, and best practices in the oil gas, chemical, and petrochemical industries.

We are looking for a Treasury Manager to oversee liquidity management, banking relationships, risk management, and investment strategies . This role is crucial for ensuring financial stability, optimizing cash flow, and mitigating foreign exchange & interest rate risks. Key Responsibilities: 1. Banking & Liquidity Management ? Monitor and manage banking relationships and ensure smooth financial operations. ? Oversee daily cash management to maintain adequate liquidity. ? Forecast medium & long-term funding requirements and prepare financial projections. 2. Risk Management & Compliance ? Manage foreign currency exposure & payments , developing risk mitigation strategies. ? Handle interest rate risk management and develop appropriate risk mitigation strategies. ? Monitor funding aspects , including DP, covenants, securities, repayment schedules, and costs. 3. Investment & Financial Planning ? Oversee investment management and optimize fund allocations. ? Analyze various funding scenarios and provide reports to senior management (CFO/CEO/JMD). ? Prepare and present management & board reports on financial performance. 4. Stakeholder Management & Compliance ? Work closely with senior management across the organization. ? Ensure compliance with financial regulations and best practices . ? Support the month-end process where necessary. Key Skills Required: ? Treasury Accounting: Expertise in FX, liquidity, and cash flow management. ? Financial Markets Knowledge: Understanding of financial & debt instruments. ? Accounting Principles: Strong grasp of financial statements & regulatory compliance. ? Risk Management: Proficiency in foreign exchange & interest rate risk mitigation . ? Stakeholder Management: Strong client relationship & customer service skills. ? Technical Skills: Advanced Excel & SAP proficiency .

Develop and execute investment strategies based on thorough market analysis and the financial objectives of the organization Manage a portfolio of investments, ensuring optimal balance between risk and return Conduct regular reviews of financial reports, market conditions, and other data to determine the portfolios performance Collaborate with analysts, researchers, and other fund management professionals to gather insights and make informed investment decisions Communicate investment decisions, market insights, and performance metrics to stakeholders and clients Ensure compliance with regulatory requirements and internal policies Maintain up-to-date knowledge of market trends, economic factors, and investment management practices Prepare and present detailed reports on portfolio performance, future prospects, and strategy adjustments as required by management or regulatory bodies Strong understanding of financial markets, investment strategies, and risk management Proven track record of managing investments and achieving financial goals Excellent analytical, decision-making, and problem-solving skills Strong communication and presentation skills, capable of conveying complex information in an understandable manner

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .

Manage investment portfolios for clients, ensuring alignment with their financial goals Conduct market research to inform investment decisions Monitor portfolio performance and adjust strategies as needed Maintain compliance with regulatory standards

Job Description & Summary: A career within Capital Projects & Infrastructure Advisory practice in PwC for supporting us with investment strategy projects in manufacturing sector. Responsibilities: Looking for self-driven professionals having sound logical and analytical abilities and keen interest in consulting domain. Prior experience in consulting is a plus but not a must. we are looking for candidates with at least 3 years experience in consulting or business with academic background in business, finance, management, economics, planning, and engineering. Some examples of works undertaken by us: industrial development & investment promotion, market assessment, market entry strategy, driving strategy & transformation projects. Key responsibilities include Independently lead modules for project deliverable while ensuring quality. Support leadership in client management for project. Support in business development initiatives. Support in developing thought leadership content for the practice. Mandatory skill sets: Data analysis, investment strategy, market assessment, mathematical modelling, business plan preparation, consulting report/ collateral preparation Preferred skill sets: Industrial infrastructure, manufacturing sector landscape, regulatory process for setting up manufacturing plant in India, Years of experience required: 6 years plus Education qualification: Any Graduate , Post graduate (preferably MBA/ PGDM)