123 Rebalancing Jobs

Job Description Job Title : Manager Function : Fund Services Job Type : Permanent Location : Mumbai Shift : UK shift Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, Affiliated / Non-affiliated classes. Recording investors commitments and knowledge on accounting of initial/subsequent/late closings. Processing capital activities i.e. subscription, redemption, transfers, switches. Preparing call and distribution notices, wire details and related schedules. Processing and understanding the role of Master-feeder capital transactions Responsible for booking trading and non-trading transactions and finalizing books of accounts. Preparation of monthly/quarterly NAV workbooks and economic allocations, knowledge on PNL rebalancing and European & American waterfall methods Computation of management fees in various periods, preferred returns and carried interest computations Knowledge of various ratios viz. Internal rate of return, Time weighted return, Investment multiple Handling Investor reporting, Fund level reporting and ILPA reporting (optional) Interacting with clients on various accounting/operational issues Knowledge of Operations and accounting of Bank debts, TRS, MBS, CLO instruments Profile Requirement: Preferred Masters in Finance & Accounting or Chartered Accountant Experience in Financial Services / Capital Markets Industry with min 8+yrs work experience in Private Equity / Financial Reporting Experience in working across country lines and operating in a global, multinational organization, ideally in a matrix structure Demonstrable accomplishments relating to organizational change activities in a fast-paced environment Willing to work in fast paced dynamic industry Positive attitude, team player, pro-active and ready to accept challenges Excellent verbal and written communication skills About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers . We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About The Team At CSC, we don’t just keep businesses running—we help them thrive. For more than 125 years, we’ve been the trusted partner for 90% of the Fortune 500® , leading financial institutions and businesses worldwide. As the global leader in business, legal, financial, and digital brand services across 140+ jurisdictions , we set industry benchmarks through innovation, integrity, and excellence . Privately held and professionally managed since 1899, CSC is the business behind business® , delivering knowledge-based solutions from our headquarters in Wilmington, Delaware, USA , to clients across the globe. Our success is built on a people-first culture that fosters growth, collaboration, and agility . Recognized as a Top Employer in India , we are committed to creating an exceptional workplace where talent flourishes. Important notice: CSC only accepts resumes from agencies in our approved supplier program . Resumes submitted through unauthorized sources—including direct submissions to hiring leaders or employees—will be considered property of CSC , with no fees eligible for claims. We encourage candidates to apply through our website for a seamless hiring experience. 🔗 Explore opportunities: [ CSC Careers link ] Why work for us? At CSC, we invest in your growth, well-being, and success . Here’s what sets us apart: Global legacy: Join a powerhouse shaping industries worldwide. Career growth and mobility: Access internal promotions, leadership programs, and skill-building opportunities to accelerate your career. Recognition and rewards: Enjoy performance-based bonuses, and employee recognition programs. Work-life balance: Benefit from hybrid work models and state-of-the-art collaborative spaces. Continuous learning: Gain tuition reimbursement, professional certifications, and expert-led development programs in leadership, technical skills, and more. Inclusive culture: Be part of a workplace where diversity, equity, and belonging fuel innovation and success. Community impact: Make a difference through CSC Gives Back, including our partnership with Kiva, to empower underserved communities through microloans. Join CSC and shape the future in a dynamic, global environment where your contributions drive success . Disclaimer: This job description serves as a general guideline and may evolve based on business needs.

Job Title : Manager / Senior Manager - Wealth (AUM) Location : Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai Employment Type : Full Time Job Summary: We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources. Key Roles and Responsibilities: Client Relationship Management: - Build and nurture long-term relationships with high-net-worth individuals, acting as their trusted advisor for all financial matters. Financial Needs Analysis: - Conduct in-depth assessments of clients' financial positions, including their assets, liabilities, income, expenses, risk appetite, and investment goals. Wealth Management Strategy: - Design and implement personalized wealth management plans aligned with client-specific financial objectives, risk profiles, and timelines. Portfolio Construction and Management: - Create, manage, and optimize diversified investment portfolios including equities, debt instruments, mutual funds, and alternative investments. Investment Advisory: - Offer expert guidance on market opportunities, asset allocation, and investment products in line with clients' strategies. Financial Planning: - Deliver holistic financial planning services such as retirement planning, estate planning, tax efficiency, insurance planning, and education funding. Business Development: - Identify and pursue new business opportunities to expand the client base and increase AUM in B2C. Performance Monitoring: - Review and analyze portfolio performance regularly; provide detailed reports and make necessary rebalancing decisions to maximize returns. Cross-Selling Opportunities: - Recognize and act upon opportunities to upsell and cross-sell relevant financial products and services based on clients' comprehensive needs. Market Intelligence: - Maintain strong knowledge of market dynamics, economic shifts, and regulatory updates impacting client portfolios. Candidate Expectations: Client Acquisition & Growth: - Demonstrated ability to acquire and retain high-net-worth clients with a proactive sales approach. AUM Expansion: - Capable of meeting or exceeding AUM growth,Mutual fund sale targets as set by the organization. Financial Expertise: - Sound understanding of financial markets, instruments, and wealth management principles. Communication Skills: - Excellent verbal and written communication, with the ability to explain complex financial concepts with clarity and confidence. Relationship Building: - Strong interpersonal skills to foster trust-based, long-term client relationships. Industry Type: Financial Services Department: Sales and Development Employment Type: Full Time, Permanent Role Category: Senior Wealth Manager Education UG: Any Graduate

Job Description Function: Fund Services Job Type: Permanent Location: Mumbai Shift: UK Shift Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, Affiliated / Non-affiliated classes. Recording investors commitments and knowledge on accounting of initial/subsequent/late closings. Processing capital activities i.e. subscription, redemption, transfers, switches. Preparing call and distribution notices, wire details and related schedules. Processing and understanding the role of Master-feeder capital transactions Responsible for booking trading and non-trading transactions and finalizing books of accounts. Preparation of monthly/quarterly NAV workbooks and economic allocations, knowledge on PNL rebalancing and European & American waterfall methods Computation of management fees in various periods, preferred returns and carried interest computations Knowledge of various ratios viz. Internal rate of return, Time weighted return, Investment multiple Handling Investor reporting, Fund level reporting and ILPA reporting (optional) Interacting with clients on various accounting/operational issues Knowledge of Operations and accounting of Bank debts, TRS, MBS, CLO instruments Profile Requirement: Preferred CA/CPA/CFA, Masters in Finance & Accounting. Experience in working across country lines and operating in a global, multinational organization, ideally in a matrix structure. Demonstrable accomplishments relating to organizational change activities in a fast-paced environment. Willing to work in global shifts. Excellent verbal and written communication in English & Strong problem-solving skills. About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers . We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About The Team At CSC, we don’t just keep businesses running—we help them thrive. For more than 125 years, we’ve been the trusted partner for 90% of the Fortune 500® , leading financial institutions and businesses worldwide. As the global leader in business, legal, financial, and digital brand services across 140+ jurisdictions , we set industry benchmarks through innovation, integrity, and excellence . Privately held and professionally managed since 1899, CSC is the business behind business® , delivering knowledge-based solutions from our headquarters in Wilmington, Delaware, USA , to clients across the globe. Our success is built on a people-first culture that fosters growth, collaboration, and agility . Recognized as a Top Employer in India , we are committed to creating an exceptional workplace where talent flourishes. Important notice: CSC only accepts resumes from agencies in our approved supplier program . Resumes submitted through unauthorized sources—including direct submissions to hiring leaders or employees—will be considered property of CSC , with no fees eligible for claims. We encourage candidates to apply through our website for a seamless hiring experience. 🔗 Explore opportunities: [ CSC Careers link ] Why work for us? At CSC, we invest in your growth, well-being, and success . Here’s what sets us apart: Global legacy: Join a powerhouse shaping industries worldwide. Career growth and mobility: Access internal promotions, leadership programs, and skill-building opportunities to accelerate your career. Recognition and rewards: Enjoy performance-based bonuses, and employee recognition programs. Work-life balance: Benefit from hybrid work models and state-of-the-art collaborative spaces. Continuous learning: Gain tuition reimbursement, professional certifications, and expert-led development programs in leadership, technical skills, and more. Inclusive culture: Be part of a workplace where diversity, equity, and belonging fuel innovation and success. Community impact: Make a difference through CSC Gives Back, including our partnership with Kiva, to empower underserved communities through microloans. Join CSC and shape the future in a dynamic, global environment where your contributions drive success . Disclaimer: This job description serves as a general guideline and may evolve based on business needs.

Opportunity to work with a leading financial institution Be a part of a global set up About Our Client A leading financial research institution Job Description New Product development: Launch of innovative replicable indices for index funds/ETFs Index maintenance - Reconstitution, rebalancing and Daily index value computation Client meetings- Presentation of new ideas to product/investment teams of the client segment Tracking competition and other global practices on passive investments Ensuring compliance to regulatory and other best practices Preparation of ad-hoc analytical reports for the purpose of senior management and/or for external agencies Team management, supervision and planning (for candidates in 5 to 7 year experience range) The Successful Applicant Domain Experience/ skills: (Looking for candidates who have Fixed Income/ Debt Market index computation experience. Mutual fund product knowledge is add on) Index maintenance: Daily index computation, rebalancing, reconstitution Index research: Index criteria review Fixed Income/ Debt Market knowledge Knowledge of mutual funds (or AIF, PMS) products Knowledge on passive investments What's on Offer Opportunity to learn and grow in a global setup. Contact: Reet Kochhar Quote job ref: JN-072025-6800542

Job Description for Wealth Manager Profile at FINVESTMENTS The Wealth Management & Analysis professional will be responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while ensuring compliance with regulatory requirements. Responsibilities 1. Investment Advisory & Portfolio Management: •Analyze client financial goals, risk appetite, and investment horizon to suggest suitable mutual funds and insurance products. •Construct and manage diversified investment portfolios, ensuring asset allocation aligns with client objectives. •Monitor client investments and recommend portfolio rebalancing strategies when required. •Assist clients in understanding various investment products, market conditions, and financial planning strategies. 2. Market & Financial Analysis: •Conduct in-depth research on mutual funds, stock markets, insurance policies, and other investment instruments. •Track market trends, economic indicators, and industry developments to provide data-driven investment recommendations. •Evaluate mutual fund performance using risk-return analysis, NAV tracking, and fund manager evaluations. •Compare various insurance plans (life, health, term, ULIP, etc.) to offer the best-suited solutions to clients. 3. Client Relationship Management: •Maintain strong relationships with existing clients by conducting regular portfolio reviews and performance updates. •Onboard new clients by understanding their financial needs and setting up investment strategies. •Ensure seamless service delivery by addressing client queries related to mutual funds, insurance, taxation, and regulatory changes. •Educate clients about SIPs, tax-saving investments, and wealth-building strategies. 4. Sales & Business Development: •Drive sales of mutual funds, insurance products, and other financial services by identifying new business opportunities. •Generate leads through referrals, networking, and marketing campaigns. •Work closely with sales teams to develop strategies for client acquisition and retention. •Conduct financial awareness programs, webinars, and client education workshops. 5. Compliance & Regulatory Adherence: •Ensure all investment and insurance transactions comply with SEBI, IRDAI, and AMFI guidelines. •Maintain accurate records of client interactions, investment documents, and regulatory requirements. •Assist in audits and ensure transparency in investment recommendations. 6. Reporting & Performance Tracking: •Prepare investment reports, fund performance summaries, and risk assessment documentation. •Use financial modelling and analytical tools to track investment performance and market trends. •Provide periodic updates to management on sales performance, client growth, and revenue generation. Key Skills & Qualifications: Essential Skills: •Strong understanding of mutual funds, insurance, stock markets, and financial instruments. •Excellent analytical skills with the ability to interpret financial data and market trends. •Client-focused approach with strong interpersonal and communication skills. •Ability to explain complex financial products simply and convincingly. •Sales acumen with a target-driven mindset. Technical Skills: •Proficiency in MS Excel, financial modelling, and portfolio analysis tools. •Knowledge of investment platforms, CRM software, and financial planning tools. •Familiarity with taxation related to mutual funds and insurance products. Qualifications: •Bachelor’s or Master’s degree in Finance, Business Administration, Economics, or a related field. •Certifications such as NISM Series V-A (Mutual Fund Distributors), CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or IRDAI Insurance Advisor Certification are preferred. •Minimum 6 months years of experience in wealth management, investment advisory, or financial planning.

Lead Software Engineer - Java WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what we’re saying, keep reading! WHY THIS ROLE IS IMPORTANT TO US We’re seeking a Lead Java Developer with Spring and Azure expertise to rearchitect the engine powering our Axioma Portfolio Optimizer. Originally built for on-premises scale, this quantitative tool is a foundation for the new offering in Azure — demanding cloud-native efficiency without sacrificing performance for complex portfolio rebalancing. You’ll join our strategic team, optimizing compute costs while ensuring the platform handles real-time portfolio analytics for global investors. WHAT WILL YOU BE RESPONSIBLE FOR Implement solutions by being involved in all development activities from requirements to support. Participate in all development related activities such as code reviews, technical planning, agile practices, etc. Collaborate with product managers, DevOps, and front-end engineers to deliver and deploy features. Ensure code quality and system reliability through unit testing, integration testing, and CI/CD pipelines. Drive technical discussions and decision-making aligned with long-term business goals. Identify bottlenecks and bugs, and devise solutions to these problems. Utilize code versioning tools such as Git for version control. Work within a continuous integration environment to ensure smooth and reliable deployment of applications. Require proficient business and communication skills, and to be able to understand client specific requirements. Stay updated on the latest industry trends and contribute to a culture of continuous improvement. WHAT WE ARE LOOKING FOR 7+ years of expertise in Java, Spring Framework (Boot, Data, Security, Batch etc..) & microservices architecture. Proficient in Java/J2EE design patterns and their practical implementation. Expertise in designing APIs using RESTful principles, along with distributed systems, object-oriented programming concepts, and design frameworks. Hands-on development of REST APIs and Microservice architectures. Testing: JUnit, Mockito, TDD/BDD; experience with unit/integration testing. DevOps: CI/CD pipelines (Jenkins, Github Actions), Git, Docker, Maven/Gradle, and Agile/Scrum. Experience of working in an Azure environment. Focused on performance optimization and adherence to software best practices. Experience in global teamswith cross-cultural collaboration and mentorship. Fluent English, problem-solving and effective task management. BENEFITS Competitive salary, bonus scheme, and pension are essential for any work agreement. However, at SimCorp, we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide an excellent work-life balance: flexible work hours, a hybrid workplace model. On top of that, we have IP sprints; where you have 3 weeks per quarter to spend on mastering your skills as well as contributing to the company development. There is never just only one route - we practice an individual approach to professional development to support the direction you want to take. NEXT STEPS Please send us your application in English via our career site as soon as possible, we process incoming applications continually. Please note that only applications sent through our system will be processed. At SimCorp, we recognize that bias can unintentionally occur in the recruitment process. To uphold fairness and equal opportunities for all applicants, we kindly ask you to exclude personal data such as photo, age, or any non-professional information from your application. Thank you for aiding us in our endeavor to mitigate biases in our recruitment process. If you are interested in being a part of SimCorp but are not sure this role is suitable, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to assist you discover the right role for you. The approximate time to consider your CV is three weeks. We are eager to continually improve our talent acquisition process and make everyone’s experience positive and valuable. Therefore, during the process we will ask you to provide your feedback, which is highly appreciated. WHO WE ARE For over 50 years, we have worked closely with investment and asset managers to become the world’s leading provider of integrated investment management solutions. We are 3,000+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds in general. SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients. SimCorp is an equal-opportunity employer. We are committed to building a culture where diverse perspectives and expertise are integrated into our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients. #Li-Hybrid

Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales reports and forecasts for management. Develop a thorough understanding of Merits Capital's products and services. Conduct market research and analysis to identify investment opportunities and manage risks. Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary. Requirements: Minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred. Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. Proven track record of exceeding sales targets and driving business success. Strong existing client base with established relationships in relevant industries. Excellent communication, negotiation, and interpersonal skills. Self-motivated, results-driven, and able to work both independently and in a team environment. Proficiency in CRM software and MS Office Suite. Benefits: Competitive salary with an attractive commission structure. Opportunities for career advancement and professional growth. Collaborative and dynamic work environment. Company Website: www.merits.in Job Location: Moti Nagar, New Delhi Join Our Team: At Merits Capital Private Limited, we value talent and hard work. This role offers you the opportunity to leverage your client base, achieve exceptional results, and make a significant impact in the financial services industry. If you are passionate about sales, client relationships, and career growth, we invite you to apply. Merits Capital is an equal opportunity employer, committed to recognizing and rewarding deserving team members. Please submit your resume and cover letter to be considered. Team Merits Capital

Lead Software Engineer - Java What Makes Us, Us Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what we’re saying, keep reading! WHY THIS ROLE IS IMPORTANT TO US We’re seeking a Lead Java Developer with Spring and Azure expertise to rearchitect the engine powering our Axioma Portfolio Optimizer. Originally built for on-premises scale, this quantitative tool is a foundation for the new offering in Azure — demanding cloud-native efficiency without sacrificing performance for complex portfolio rebalancing. You’ll join our strategic team, optimizing compute costs while ensuring the platform handles real-time portfolio analytics for global investors. What Will You Be Responsible For Implement solutions by being involved in all development activities from requirements to support. Participate in all development related activities such as code reviews, technical planning, agile practices, etc. Collaborate with product managers, DevOps, and front-end engineers to deliver and deploy features. Ensure code quality and system reliability through unit testing, integration testing, and CI/CD pipelines. Drive technical discussions and decision-making aligned with long-term business goals. Identify bottlenecks and bugs, and devise solutions to these problems. Utilize code versioning tools such as Git for version control. Work within a continuous integration environment to ensure smooth and reliable deployment of applications. Require proficient business and communication skills, and to be able to understand client specific requirements. Stay updated on the latest industry trends and contribute to a culture of continuous improvement. What We Are Looking For 7+ years of expertise in Java, Spring Framework (Boot, Data, Security, Batch etc..) & microservices architecture. Proficient in Java/J2EE design patterns and their practical implementation. Expertise in designing APIs using RESTful principles, along with distributed systems, object-oriented programming concepts, and design frameworks. Hands-on development of REST APIs and Microservice architectures. Testing: JUnit, Mockito, TDD/BDD; experience with unit/integration testing. DevOps: CI/CD pipelines (Jenkins, Github Actions), Git, Docker, Maven/Gradle, and Agile/Scrum. Experience of working in an Azure environment. Focused on performance optimization and adherence to software best practices. Experience in global teamswith cross-cultural collaboration and mentorship. Fluent English, problem-solving and effective task management. Benefits Competitive salary, bonus scheme, and pension are essential for any work agreement. However, at SimCorp, we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide an excellent work-life balance: flexible work hours, a hybrid workplace model. On top of that, we have IP sprints; where you have 3 weeks per quarter to spend on mastering your skills as well as contributing to the company development. There is never just only one route - we practice an individual approach to professional development to support the direction you want to take. NEXT STEPS Please send us your application in English via our career site as soon as possible, we process incoming applications continually. Please note that only applications sent through our system will be processed. At SimCorp, we recognize that bias can unintentionally occur in the recruitment process. To uphold fairness and equal opportunities for all applicants, we kindly ask you to exclude personal data such as photo, age, or any non-professional information from your application. Thank you for aiding us in our endeavor to mitigate biases in our recruitment process. If you are interested in being a part of SimCorp but are not sure this role is suitable, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to assist you discover the right role for you. The approximate time to consider your CV is three weeks. We are eager to continually improve our talent acquisition process and make everyone’s experience positive and valuable. Therefore, during the process we will ask you to provide your feedback, which is highly appreciated. Who We Are For over 50 years, we have worked closely with investment and asset managers to become the world’s leading provider of integrated investment management solutions. We are 3,000+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds in general. SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients. SimCorp is an equal-opportunity employer. We are committed to building a culture where diverse perspectives and expertise are integrated into our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients.

Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com. Nomura Services, India supports the group’s global businesses. With world-class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group’s global operations. At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been well-recognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Division Overview: Nomura International Wealth Management have more than 50 years of experience delivering value to our high net worth clients in Asia. Our commitment to deliver bespoke solutions is paired with judicious planning, coupled with Asia insight to meet clients’ wealth planning and investment goal objectives. Nomura IWM have access to both global and regional investment opportunities across multiple asset classes - fixed income and equity securities, including currencies, interest rates and credit in cash, derivatives and structured products. IWM will take advantage of Nomura’s research-based advice, strong execution capabilities and bespoke solutions that leverage our global expertise in Global Markets, Investment Banking, Asset Management and other affiliates. IWM rolls up to Nomura’s Wholesale division along with Global Markets (GM) and Investment Banking (IBD). Business Unit Overview: This particular role is within the IWM Investment Products and Services (IPS) team that is being newly set-up. It will house a group of highly skilled individuals who will help in generation of trade ideas and research behind it, analysis of portfolios and assist Relationship Managers (RMs) and clients in pricing the trade etc. Position Specifications: Corporate Title: Analyst / Associate Experience: 1-5 years Qualification: B.E/B. Tech for Top Tier Institutes, MBA (Finance) or CA Role & Responsibilities: The Discretionary Portfolio Management team member will work closely with Portfolio Managers, Investment Advisors, dealing desk, and operations across regions (HK/SG/DIFC) focusing on: Portfolio Analytics and Review Perform regular portfolio analysis and generate client reviews and analytics Monitor and analyse portfolio performance and risk metrics Execute portfolio rebalancing for various DPM strategies Process Automation and Enhancement Identify and implement automation opportunities for operational workflows Develop and maintain portfolio management tools and systems Business Development Support Assist in preparation of client pitches and marketing materials Support new strategy campaign initiatives through quantitative analysis Investment Research and Analysis Generate regular market commentary and investment insights Design and develop quantitative investment strategies with comprehensive back-testing and optimization Assist in regular portfolio allocation decisions. Mind Set: Experience in fundamental analysis and basics of technical analysis. Understanding of financial markets and portfolio management concepts Experience in macroeconomic analysis. Basic programming skills [Python preferably]. Experience with automation and process optimization Proficiency in data analysis and visualization A strong passion for investing and research CFA L-2 appearing/cleared candidates preferred. Strong leadership skills Strong communication skills. Ability to work effectively as part of the team but also operate independently in effective manner Strong work ethics Ability to multitask and thrive in a fast-paced environment Ambition and enthusiasm to succeed in this challenging role We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer’s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age. *Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.

Job Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction Principal Responsibilities Team Oversight & Supervision Review client meeting notes or investment proposals submitted by ICs (sample basis) Approve or validate large/complex investment recommendations or bespoke portfolio strategies Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts) Client Engagement Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning Market Monitoring & Tactical Alignment Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds). Ensure team is aligned on talking points and investment narratives for client conversations Internal Coordination Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs Compliance & Risk if required for specific approvals or clarifications Governance & Documentation Review daily dashboards / surveillance alerts (if available) for IC activities Ensure all counselling notes and risk profiling updates are documented as per policy Respond to urgent internal audit or regulatory queries related to investment advisory Pipeline & Performance Reviews Client engagement activity by ICs (calls/meetings/notes Conversion funnel (meeting conducted → implemented Top clients with high opportunity or low engagement Track AUM movement, product mix, and investment penetration Campaign & Initiative Planning Plan IC support for Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration) RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.). Regional events or virtual webinars with clients Requirements At least 15 years of relevant experience in a Bank of Asset Management Companies MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred Strong analytical and problem-solving skills Proven ability in productivity enhancement Demonstrate behaviours consistent with HSBC Values Expertise in bank’s systems and processes Skills in sales, financial planning and communication Knowledge of bank and operating platforms Industry and sector knowledge Knowledge of sales and service techniques and models Excellent interpersonal skills Coaching techniques on a team or one to one basis Planning and organising skills Useful Link Link to Careers Site: Click HERE You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited, India ====================================================================================================

Job Title: Manager / Senior Manager - Wealth (AUM) sales Location: Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai/ Noida Employment Type: Full Time Job Summary: We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources. Key Roles and Responsibilities: Client Relationship Management: - Build and nurture long-term relationships with high-net-worth individuals, acting as their trusted advisor for all financial matters. Financial Needs Analysis: - Conduct in-depth assessments of clients' financial positions, including their assets, liabilities, income, expenses, risk appetite, and investment goals. Wealth Management Strategy: Client Relationship Management: Cultivate and nurture enduring relationships with high-net- worth clients, serving as their trusted advisor and primary point of contact for all financial matters B2C . Portfolio Construction and Management: - Create, manage, and optimize diversified investment portfolios including equities, debt instruments, mutual funds, and alternative investments Mutual Fund sale, AUM, Portfolio Management. Investment Advisory: - Offer expert guidance on market opportunities, asset allocation, and investment products in line with clients' strategies. Financial Planning: - Deliver holistic financial planning services such as retirement planning, estate planning, tax efficiency, insurance planning, and education funding. Business Development: - Identify and pursue new business opportunities to expand the client base and increase AUM. Compliance & Regulatory Adherence: - Ensure strict compliance with regulatory frameworks, internal policies, and ethical guidelines in all client dealings. Performance Monitoring: - Review and analyze portfolio performance regularly; provide detailed reports and make necessary rebalancing decisions to maximize returns. Cross-Selling Opportunities: - Recognize and act upon opportunities to upsell and cross-sell relevant financial products and services based on clients' comprehensive needs. Market Intelligence: - Maintain strong knowledge of market dynamics, economic shifts, and regulatory updates impacting client portfolios. Candidate Expectations: Client Acquisition & Growth: - Demonstrated ability to acquire and retain high-net-worth clients with a proactive sales approach. AUM Expansion: - Capable of meeting or exceeding AUM growth targets as set by the organization. Financial Expertise: - Sound understanding of financial markets, instruments, and wealth management principles. Communication Skills: - Excellent verbal and written communication, with the ability to explain complex financial concepts with clarity and confidence. Relationship Building: - Strong interpersonal skills to foster trust-based, long-term client relationships. Ethical Conduct: - Maintain confidentiality and operate with the highest integrity and ethical standards. Results Orientation: - Target-driven, highly motivated, and committed to achieving excellence. Proactive Mindset: - Eager to understand client needs and deliver optimal, client-focused financial solutions. 📧 Apply Now: Priya1@vanguardhrconsulting.com

Key Responsibilities of a CFA Data Collection and Analysis : CFAs gather and analyze financial data, including economic forecasts, market trends, and historical performance of investments. This analysis helps in making informed investment decisions. Investment Strategy Development : They develop and recommend investment strategies based on thorough research and analysis. This includes assessing the performance of stocks, bonds, and other investment vehicles. Client Advising : CFAs provide personalized financial advice to clients, helping them understand their investment options and the associated risks. They may work directly with individual clients or corporate entities. Portfolio Management : They manage investment portfolios, making adjustments as necessary to align with clients' financial goals and market conditions. This involves continuous monitoring and rebalancing of assets. Reporting and Presentations : CFAs prepare detailed reports and presentations for clients and stakeholders, translating complex financial data into understandable insights. This communication is crucial for maintaining client relationships and trust. Collaboration : They often work alongside other financial professionals, such as investment analysts and financial planners, to ensure a comprehensive approach to financial management. Risk Assessment : CFAs evaluate potential risks associated with investment decisions and develop strategies to mitigate these risks, ensuring that clients' investments are protected. Job Types: Full-time, Permanent Pay: ₹50,000.00 - ₹150,000.00 per month Benefits: Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Work Location: In person Speak with the employer +91 9600750263

About BNP Paribas India Solutions Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union’s leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and Institutional Banking, Investment Solutions and Retail Banking for BNP Paribas across the Group. Driving innovation and growth, we are harnessing the potential of over 10000 employees, to provide support and develop best-in-class solutions. About BNP Paribas Group BNP Paribas is the European Union’s leading bank and key player in international banking. It operates in 65 countries and has nearly 185,000 employees, including more than 145,000 in Europe. The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Group’s commercial & personal banking and several specialized businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment, and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients. Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realize their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy, and Luxembourg. The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Turkey, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group's performance and stability Commitment to Diversity and Inclusion At BNP Paribas, we passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued, respected and can bring their authentic selves to work. We prohibit Discrimination and Harassment of any kind and our policies promote equal employment opportunity for all employees and applicants, irrespective of, but not limited to their gender, gender identity, sex, sexual orientation, ethnicity, race, colour, national origin, age, religion, social status, mental or physical disabilities, veteran status etc. As a global Bank, we truly believe that inclusion and diversity of our teams is key to our success in serving our clients and the communities we operate in. About Business Line/Function A new role is open within the Services Division – Java/Web development team in India for dedicated work in the WITT Program , which is a IT transformation program and focusses on Investment Services stream, specifically dealing front office portfolio management system and client channel requirements. Job Title Senior Software Engineer Date 01/7/2025 Department WM IT HUB – Services Division Location: Chennai Business Line / Function AAA / Actuate report Senior Developer Reports To (Direct) Services Division AAA Chapter Lead Grade (if applicable) (Functional) Number Of Direct Reports 1 Directorship / Registration Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development (Format, screen, profile….) Perform Actuate Reports development and support Help / act as BA for various topics. Asset documentation Perform functional testing of PMS domain systems (formalization in ALM System) Perform Business Analysis, interacting with various business representatives Write technical specifications for developments done by technical teams (Unix, Java, WTX maps) Prepare technical deliveries and support implementation by integration teams. Propose solutions and improvements Contribute to key and strategic projects Contribute to Support Activities Perform Project Management activities Perform quality reporting and controls in line with the Teams QACMP Applications managed by the team : Triple A core objects, Triple A data model, functional asset unicity Knowledge of R24, IRIS, TTI, TFI is added advantage. Train other junior team members. Technical & Behavioral Competencies Functional knowledge Minimum Proficiency Level General knowledge about private banking or asset management environment Skilled (4-5 years’ experience) Business Analysis Skilled (4-5 years’ experience) Technical Skills Minimum Proficiency Level Securities (Equities, bonds, derivatives, Struct. Prods…) Skilled (>3 years experience) Portfolio Management (asset allocation, rebalancing, ..) Skilled (>3 years experience) FX / Money market Skilled (>3 years experience) Performance Skilled (>3 years experience) Payments Medium (2 years experience) Cash Management Medium (2 years experience) Technical skills Minimum Proficiency Level Oracle, Sybase Medium (4 years experience) Triple A TSL/API framework Medium Triple’A Scripting and system set up Skilled (>5 years experience) Triple’A Front end (GUI) development Format, Screen, Profiles, Meta dictionary, Default values, List , Classification etc Must (>5 years experience) Unix (shell scripting) Medium (2 years experience) Quality Assurance / Project Management process Medium (2 years experience) Testing Skilled (>3 years experience) Actuate Skilled (>5 years experience) Other Skills Minimum Proficiency Level Communication skills Good Team player Good Analytical skills Excellent Specific Qualifications (if Required) Minimum qualifications and Experience : Bachelor degree (with major in computer science or finance) 5 years experience in the private banking or asset management industry 5 years experience in IT Development activities Other Value-added Competencies Working in Agile / Scrum methodology (Good to have). Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to collaborate / Teamwork Communication skills - oral & written Attention to detail / rigor Adaptability Transversal Skills: (Please select up to 5 skills) Ability to understand, explain and support change Analytical Ability Ability to anticipate business / strategic evolution Ability to develop and leverage networks Ability to set up relevant performance indicators Education Level Bachelor Degree or equivalent Experience Level At least 5 years Other/Specific Qualifications (if Required) Previous working knowledge on Temenos Triple’A system is must. Knowledge of process methodology Experience of business support in a Wealth Management organization is a plus Some knowledge of French language is a plus

Job Summary: We are seeking an experienced and client-focused Wealth Manager with a strong background in portfolio management to join our team. The successful candidate will be responsible for managing Customers portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Key Responsibilities: Serve as the primary relationship manager for assigned customers, providing holistic wealth management advice. Develop customized investment portfolios aligned with each customer financial goals, risk tolerance, and time horizon. Conduct portfolio reviews and rebalancing based on market trends, performance, and changing customer needs. Collaborate with research teams and investment analysts to identify and implement asset allocation strategies. Maintain deep knowledge of financial markets, economic trends, and investment products. Advise customers on other wealth services such as estate planning, tax optimization, and retirement planning. Ensure regulatory compliance and adhere to internal policies and industry best practices. Prepare and present detailed portfolio reports and investment proposals. Acquire new customers through networking, referrals, and business development initiatives. Qualifications: Bachelor’s degree in B.com/Finance. Minimum 6months -2 years of experience in wealth management or private banking, with proven portfolio management skills. Relevant certifications such as NISM series, Stock markets. Strong analytical, interpersonal, and communication skills. Proficiency with portfolio management tools, financial planning software, and CRM platforms. Ability to manage complex financial needs of Customers. Key Responsibilities: Deep understanding of investment strategies and asset classes (equities, fixed income, alternatives, etc.) Strong client relationship management and consultative selling skills. Attention to detail with strong ethical standards and discretion. Proactive, self-motivated, and results-oriented. Experience needed : 6 Months -2 Years. Job Location: Pune. Drop cv at shivangi08052025@gmail.com Looking for Immediate joiners only from PUNE Location.

Job Description The Analyst – Purchasing and Inventory role at Wesco/Anixter is accountable for forecasting activities associated with customers and products and the subsequent procurement activities and overall effectiveness of inventory with a key focus on maximizing the return on investment and service to our customers. The purpose of the role is to build a forward visibility of future customer requirements, set supply policies and ensure purchase orders are placed effectively and to service level KPI’s. Responsibilities Monitor inventory levels & recommend inventory stock adjustments as necessary Maintain customer inventory letters of intent Manage and maintain the creation of an accurate demand plan in support of the sales forecast and replenish items for defined sales markets / customers across the APAC region. Deliver forecast accuracy improvements against defined KPI’s through collaboration with key stakeholders such as Turn, Stock Health, Inventory provisions and inventory to budget for both pre-stock and replenishment items. Reviewing excess inventory with stakeholders and working on stock rotations with key vendor. Follow process to enforce robust policies and procedures for both inventory and sales that optimize restocking decisions, enforce lead time management, availability measurements. Analyze inventory data to identify trends, discrepancies, and opportunities for improvement. Overseeing the placement of the project and complex customer inventory to initial customer requirements providing a just in time delivery service Analyze and recommend inventory rebalancing and supplier returns. Coordination of intercompany and supplier returns Monitor SO cancellation report daily and take necessary actions, follow up with sales team to ship out the aged, allocated inventory Qualifications Minimum 5+ years required, Degree Level, Supply Chain or Business-Related Field Demand/Supply Planning/Procurement experience required. Credentials of working with high SKU counts, multiple suppliers and customers across geographies. Experience of project lead demand planning desirable Proficiency in inventory management software and ERP systems #LM-P1 About The Team At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company’s greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here and apply online today! Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500® company. Wesco International, Inc., including its subsidiaries and affiliates (“Wesco”) provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Job Description As an Analyst - Purchasing and Inventory, your primary responsibility is to serve as the liaison with vendors using quality metrics and implementing inventory control protocols to optimize inventory and service levels ensuring the organization has competitive advantages throughout its supply chain. Responsibilities Monitor inventory levels & recommend inventory stock adjustments as necessary Maintain customer inventory letters of intent Maintain and develop business relationships with suppliers/sales team Expedite order delivery & ensure on time delivery Resolve receiving problems and invoicing issues Place orders with suppliers as necessary Collaborate with customer service department regarding lead time, pricing, etc. Communicate rescheduling to eliminate line stoppages Maintain vendor contact base Analyze and recommend inventory rebalancing and supplier returns. Coordination of intercompany and supplier returns Perform analysis and present recommendations on a wide range of inventory-related reports Qualifications Associate’s degree in Supply Chain or Business Related Field required. Bachelor’s degree in Supply Chain or Business Related Field preferred. 2 years required, 3 years preferred of relevant experience. 3 years required, 5 years preferred of expediting experience. Strong written & verbal communication skills Ability to multitask & work with several different departments Strong analytical skills About The Team At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company’s greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here and apply online today! Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500® company. Wesco International, Inc., including its subsidiaries and affiliates (“Wesco”) provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Job Description Function: Fund Services Job Type: Permanent Location: Mumbai/Bangalore Shift: EMEA / Americas Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, Affiliated / Non-affiliated classes. Recording investors commitments and knowledge on accounting of initial/subsequent/late closings. Processing capital activities i.e. subscription, redemption, transfers, switches. Preparing call and distribution notices, wire details and related schedules. Processing and understanding the role of Master-feeder capital transactions Responsible for booking trading and non-trading transactions and finalizing books of accounts. Preparation of monthly/quarterly NAV workbooks and economic allocations, knowledge on PNL rebalancing and European & American waterfall methods Computation of management fees in various periods, preferred returns and carried interest computations Knowledge of various ratios viz. Internal rate of return, Time weighted return, Investment multiple Handling Investor reporting, Fund level reporting and ILPA reporting (optional) Interacting with clients on various accounting/operational issues Knowledge of Operations and accounting of Bank debts, TRS, MBS, CLO instruments Profile Requirement: Preferred CA/CPA/CFA, Masters in Finance & Accounting. 4+yrs experience in Financial Services / Capital Markets Industry with min 2+yrs work experience in Private Equity Accounting & Reporting. Experience in working across country lines and operating in a global, multinational organization, ideally in a matrix structure. Demonstrable accomplishments relating to organizational change activities in a fast-paced environment. Willing to work in global shifts. Excellent verbal and written communication in English & Strong problem-solving skills. About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers . We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About The Team At CSC, we don’t just keep businesses running—we help them thrive. For more than 125 years, we’ve been the trusted partner for 90% of the Fortune 500® , leading financial institutions and businesses worldwide. As the global leader in business, legal, financial, and digital brand services across 140+ jurisdictions , we set industry benchmarks through innovation, integrity, and excellence . Privately held and professionally managed since 1899, CSC is the business behind business® , delivering knowledge-based solutions from our headquarters in Wilmington, Delaware, USA , to clients across the globe. Our success is built on a people-first culture that fosters growth, collaboration, and agility . Recognized as a Top Employer in India , we are committed to creating an exceptional workplace where talent flourishes. Important notice: CSC only accepts resumes from agencies in our approved supplier program . Resumes submitted through unauthorized sources—including direct submissions to hiring leaders or employees—will be considered property of CSC , with no fees eligible for claims. We encourage candidates to apply through our website for a seamless hiring experience. 🔗 Explore opportunities: [ CSC Careers link ] Why work for us? At CSC, we invest in your growth, well-being, and success . Here’s what sets us apart: Global legacy: Join a powerhouse shaping industries worldwide. Career growth and mobility: Access internal promotions, leadership programs, and skill-building opportunities to accelerate your career. Recognition and rewards: Enjoy performance-based bonuses, and employee recognition programs. Work-life balance: Benefit from hybrid work models and state-of-the-art collaborative spaces. Continuous learning: Gain tuition reimbursement, professional certifications, and expert-led development programs in leadership, technical skills, and more. Inclusive culture: Be part of a workplace where diversity, equity, and belonging fuel innovation and success. Community impact: Make a difference through CSC Gives Back, including our partnership with Kiva, to empower underserved communities through microloans. Join CSC and shape the future in a dynamic, global environment where your contributions drive success . Disclaimer: This job description serves as a general guideline and may evolve based on business needs.

Job Title: Fund Accountant/SFA/Lead/Controller- Private Equity Overview: We are seeking an experienced and detail-oriented Fund Accountant/Controllers for Private Equity to oversee end to end Fund Accounting operations. The ideal candidate will possess in-depth knowledge of private equity fund accounting, financial reporting, and regulatory compliance , Location : : Hyderabad Key Responsibilities: a. In depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing and preferred return. b. Preparation and review of Capital Calls and Distribution notices c. Determining net asset values, calculating fund performance like IRR, TVPI, RVPI and DVPI percentage d. Budgeting and allocating fund expenses, preparing reports, preparation of Management fee workings, and review of the same Eligibility : 1. A Bachelor’s or Master’s degree in Accounting or Finance or related field. Having CMA/CA Inter or Qualified CA/CMA will provide the candidate an edge 2. An ideal candidate should have minimum 2years+ experience into Fund Accounting 3. Freshers do not apply for the roles 4. Working knowledge of Investran and/or Geneva highly desirable 5. Knowledge of Private Equity fund structures, accounting principles and regulatory requirements 6. Knowledge of IFRS and/or US GAAP accounting principles

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 you're 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 Core PMS Equity Dealing Generating Orders as per portfolio manager instructions via Wealth Spectrum. Placing orders and monitoring or the same and ensuring error free and best execution of trades for PMS Portfolios Manage multiple custodian, Non‐Custodian Clients and NRI Clients with respect to PMS trades. Co ordinating with PMS Operations team w.r.t to relevant post trade formalities. Participating in IPO (Anchor, main book) , Buyback, OFS deals on a case to case basis. Running Deviation reports/Quarterly rebalancing PMS Clients portfolio to align with Model Portfolio with minimum or nil deviation. Daily updation of PMS Portfolios in Bloomberg Port function. Updating Portfolio Manager on daily cash levels, update on ongoing trades (for both PMS strategies and Advisory mandates) Provide market intelligence to the portfolio manager. Provide inputs from a dealing perspective to Principal Officer while framing/modification of PMS policies. PMS Other Activities Sending scheme performance reports, holding statements, checking data sent by product marketing team prior to release etc. Giving timely Portfolio Health Checkup reports for prospective clients to sales team. Saving of month end portfolio files etc Run Portfolio attribution reports on Bloomberg PORT function and generate reports for all strategies at a stated frequency. To Co-ordinate and maintain record of stock research reports prepared by analyst team on portfolio companies, in respective folders/hard copies. Research Analysis and Support to Portfolio Manager: Uploading of advisory recommendations in inhouse Utility software for existing Equity Advisory mandates, based on instructions from portfolio manager. Maintenance of live portfolio monitoring excel files created on Bloomberg based on model portfolio and day end files. Assist Portfolio manager in updating the quarterly fund manager presentations, Strategy presentations , monthly commentaries, Newsletters etc. Assisting the Portfolio Manager during submission of Annual Due Diligence documents for existing advisory mandate and provide data inputs mandate while submitting documents for new RFP’s Assisting Portfolio manager in monitoring existing portfolio companies and helping him evaluative new ideas, rebalancing recommendations etc. Knowledge, Skills, Competencies, and Certifications: Strong knowledge of equity dealing function (Buy Side) especially in a PMS setup The candidate needs to have thorough knowledge of Wealth Spectrum from a Dealer perspective. Should be familiar with Bloomberg and basic functionalities (EMSX, PORT functions etc) Research and analytics The experience you bring (Educational Qualification/Experience) : Minimum Graduate / Post Graduate/ CA/ CFA Minimum 3-5 years of work experience in equity dealing in PMS. Some work experience in equity research is desirable. Strong desire/inclination to extend profile from equity dealing to equity research/portfolio management. Certification/s (role based): Having cleared one of these certifications is desirable (Not Mandatory): NISM-Series-XXI-B: Portfolio Managers Certification NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors 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 four 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/

Job Title: Fund Accountant/SFA/Lead/Controller- Private Equity Overview We are seeking an experienced and detail-oriented Fund Accountant/Controllers for Private Equity to oversee end to end Fund Accounting operations. The ideal candidate will possess in-depth knowledge of private equity fund accounting, financial reporting, and regulatory compliance , Location :: Hyderabad Key Responsibilities In depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing and preferred return. Preparation and review of Capital Calls and Distribution notices Determining net asset values, calculating fund performance like IRR, TVPI, RVPI and DVPI percentage Budgeting and allocating fund expenses, preparing reports, preparation of Management fee workings, and review of the same Eligibility A Bachelor’s or Master’s degree in Accounting or Finance or related field. Having CMA/CA Inter or Qualified CA/CMA will provide the candidate an edge An ideal candidate should have minimum 2years+ experience into Fund Accounting Freshers do not apply for the roles Working knowledge of Investran and/or Geneva highly desirable Knowledge of Private Equity fund structures, accounting principles and regulatory requirements Knowledge of IFRS and/or US GAAP accounting principles

Business Unit: Investment Division Reporting To: Director, Head of Multi-Asset, APAC Shift: India Standard (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https://www.russellinvestments.com. Job Description: Role Summary This position provides portfolio management and client reporting support to Russell's Sydney-based active multi-asset Portfolio Managers (PMs). The responsibilities include assisting with: Design (strategic asset allocation), Construct (selection and monitoring of asset class strategy) and Manage (daily cash flow and tactical implementation). The portfolio analyst will also assist the Director of Capital Markets Research in the development and communication of strategic asset allocation advice across Russell Investments’ global portfolios with a focus on Australia. This role provides an exceptional opportunity to work in a high profile and successful global investment team. Years Of Experience 1-3 years’ related investment experience, or experience in the investment management industry. Qualifications A Bachelor’s degree in Business, Finance, Economics, Mathematics or related field is required. A Master's degree or Post Graduate degree in Business, Finance, Economics, Mathematics or related field is preferred. Certifications such as CFA is preferred. Responsibilities Summary Run portfolio and performance analysis, attribution reporting and ad-hoc reports that assist with the production of investment commentary and monthly/quarterly client reporting. Support all aspects of portfolio management including investment decisions, implementation, portfolio rebalances, and daily monitoring of investment portfolios. Work with the investment team to improve the investment process and investment outcomes. Liaise with the internal technology teams to maintain and develop a scalable and robust infrastructure platform. Help manage the documentation of processes and procedures. Ensure that the portfolios adhere to investment guidelines and are managed within compliance guidelines. Liaise with the implementation and operations teams on account maintenance and the creation of new accounts. Portfolio Analysis and Monitoring Production of multi-asset portfolio analytics using analytical tools including Riskmetrics, Roadmap and Paris. Monitor manager portfolios and funds to understand the strategies and investment risks. Liaise with managers as appropriate. Oversight of cash allocation, futures overlay, and performance measurement. Monitor investment guidelines at a fund and manager level. Rebalancing of fund allocations for global mandates as appropriate. Development of new tools and approaches for analysing the funds. Portfolio Construction Support the PMs in evaluating the suitability of fund management companies to manage portfolios within Russell equity funds. Support the PMs to determine the investment constraints that should be placed on individual managers within a fund and the weightings of different managers. Support the PMs in overseeing manager transitions. Document and explain investment decisions and strategies. Provision of analytics for manager meetings and simulations for fund construction. Liaise with associates in Russell Manager Research and Capital Markets Research teams on issues related to manager research, market developments and quantitative market research. Portfolio Reporting, Marketing and Client Service Support Communicate the construction, positioning and performance of multi-asset funds to Russell Client Service, Marketing and Sales teams and, as appropriate, to external clients. Regular preparation and presentation of market background material. Support the Client Service Team in the preparation of regular quarterly, flash and performance reviews. Support the Client Service Team in the preparation of presentations, including research, analytics and exhibits. Prepare reports and presentations on topical market and fund related issues. Asset Allocation Assist with the design of strategic asset allocations for different types of portfolios (growth, defensive, income, etc.). Help develop tools that allow investment advisors to see the impact of asset allocation under different market environments and tax treatments. Help improve our asset allocation process. Conduct ad hoc research on asset allocation projects and tasks. Candidate Requirements Understanding of securities markets with background in Equities and/or Multi- Asset. Knowledge of the global investment management industry, particularly capital markets. Excel skills.. Additional systems or programming skills are an advantage. Ability to run quantitative analyses in a programming language (r, Matlab, Python, C#, C++ etc.) Familiarity with optimization-based and Monte Carlo approaches to asset allocation analysis. An ability to make progress on multiple projects/tasks. Present results to audiences with varied technical backgrounds: other team members, sales organization members, and advisors. Attention to detail and accuracy. Highly motivated self-starter. Teamwork; ability to work across cross-functional groups at all levels of the organization. Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of management Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Exemplifies our customer-focused, action-oriented, results-driven culture. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. Visit us: https://russellinvestments.com/us/careers

Job Title: Fund Accountant/SFA/Lead/Controller- Private Equity Overview We are seeking an experienced and detail-oriented Fund Accountant/Controllers for Private Equity to oversee end to end Fund Accounting operations. The ideal candidate will possess in-depth knowledge of private equity fund accounting, financial reporting, and regulatory compliance , Location :: Hyderabad Key Responsibilities In depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing and preferred return. Preparation and review of Capital Calls and Distribution notices Determining net asset values, calculating fund performance like IRR, TVPI, RVPI and DVPI percentage Budgeting and allocating fund expenses, preparing reports, preparation of Management fee workings, and review of the same Eligibility A Bachelor’s or Master’s degree in Accounting or Finance or related field. Having CMA/CA Inter or Qualified CA/CMA will provide the candidate an edge An ideal candidate should have minimum 2years+ experience into Fund Accounting Freshers do not apply for the roles Working knowledge of Investran and/or Geneva highly desirable Knowledge of Private Equity fund structures, accounting principles and regulatory requirements Knowledge of IFRS and/or US GAAP accounting principles

📢 Hiring: Sales & HNI Portfolio Strategist – Shaab Capital 📍 Location: Noida – Sector 122 (Primarily In-Office) 💼 Type: Full-Time | Sales + Advisory | Growth Role 🎓 Minimum Requirement: NISM Series VIII (mandatory) ⸻ 🏢 About Shaab Capital Shaab Capital is a next-generation wealth and investment advisory firm focused on high-performance strategies, derivatives, and customized financial planning for HNI and Ultra-HNI clients. We combine real market expertise with deep execution, aiming to build India’s sharpest asset management platform. We’re not a typical corporation—we move fast, solve real problems, and value impact over hierarchy. ⸻ 💼 Role Overview: HNI Relationship Manager + Client Acquisition Specialist This is a high-responsibility, high-performance role for someone who: • Understands trading, options, and derivatives deeply • Is confident managing HNI portfolios • Can actively acquire new clients through personal and company-generated leads • Has a strong sales mindset and content presence • Can operate independently and think like an owner ⸻ 🔧 Key Responsibilities 🟠 Client Advisory & Market Strategy • Manage and grow HNI and Ultra-HNI portfolios • Suggest actionable stock and options strategies aligned with client goals • Stay updated with macro/micro trends and guide clients accordingly • Assist with portfolio construction, rebalancing, and performance tracking 🟠 Client Acquisition & Sales • Acquire new HNI clients through cold calling, mailing, and social outreach • Convert leads provided by the company and retain long-term relationships • Meet prospective clients (online/offline), pitch services, and close deals • Preferably bring your own book or network of clients • Actively drive revenue and conversion metrics 🟠 Content Creation • Record and post at least one weekly market insight video • Create reels or short-form content on trending financial topics • Represent Shaab Capital’s thought leadership through your content ⸻ 🧠 Required Skills & Qualifications • NISM Series VIII – Derivatives Certification (Mandatory) • Strong understanding of: • Derivative strategies (options spreads, hedging, risk-managed positions) • Stock market trends, trading logic, technical and fundamental viewpoints • Macro & microeconomic factors affecting Indian and global markets • Excellent communication (written & verbal), client engagement, and sales ability • Confident personality, especially on camera or in meetings • Ability to handle objections, close deals, and manage high-value relationships ⸻ ➕ Preferred but Not Mandatory • Degree in finance, commerce, engineering, or related fields • Basic knowledge of Python, Excel modeling, or automation tools • Existing client book (even small) or experience in client-facing finance roles • Past experience in broking, wealth advisory, fintech, or asset management • Social presence or prior experience recording videos or posting finance content ⸻ 🧭 Work Environment • Location: Noida, near Sector 119 • Work Mode: Primarily in-office (5–6 days/week); hybrid for exceptional performance • Reporting directly to the founder; high ownership and accountability ⸻ 💰 Compensation • Fixed base salary (based on experience) • Performance-based incentives and commissions (per client, per revenue) • Leadership track: Opportunity to head verticals based on outcomes in 6–12 months ⸻ 📩 To Apply Please send: • Your updated resume • A 60-second video answering: “Why do you want to work at Shaab Capital? What’s your edge in the markets?” ⸻ 👤 Who Should Apply? If you’re market-obsessed, results-driven, confident, and ready to grow fast — this is for you. Degrees are optional, but execution is non-negotiable.

BITA is a Fintech company with the mission of disrupting the index and systematic investment industry. Through advanced software, state-of-the-art infrastructure, and high-quality data, we empower our clients to develop innovative investment products faster, flexibly, and at a lower cost. We are a young and dynamic team of more than 60 people located worldwide, unified by a strong belief that the investment industry is ready for a new challenger. We are seeking a detail-oriented and tech-savvy Index Operations Associate to support the daily operations and maintenance of our index products. The ideal candidate will bring strong operational discipline, a solid understanding of index operations, cryptocurrency markets, and Python scripting skills to help optimise and automate processes. Key Responsibilities: Index Operations & Oversight Manage daily index calculation and rebalancing processes, including validations and exception handling. Ensure data integrity across pricing, market capitalization, and constituent inputs for both crypto and traditional assets. Monitor index performance, component changes, and timely dissemination to clients and vendors. Crypto Market Expertise Track emerging crypto assets, DeFi tokens, and exchange developments. Oversee crypto operations and related processes, ensuring accurate and timely updates. Monitor regulatory and technological developments in the digital asset space. Develop and maintain processes for updating reference data and other attributes of crypto assets. Process Automation & Scripting Write and maintain Python scripts for data ingestion, transformation, validation, and reporting. Collaborate with development teams to build tools that automate index reviews, rebalances, and reporting workflows. Partner with engineering to enhance operational efficiency and minimize manual processes. Quality Assurance & Cross-functional Support Perform daily QA checks on calculated index values and input data. Conduct root cause analysis of operational or data issues and support timely resolution. Collaborate with product, data providers, and technology teams to support new index launches and client requirements. Maintain clear documentation of operational procedures, rebalancing schedules, and constituent policies. Requirements: 2–4 years of experience in index operations, data operations, or a similar financial operations role. Solid understanding of crypto assets, exchanges, and market data sources. Proficiency in Python for data manipulation, scripting, and process automation. Excellent attention to detail, with an analytical mindset and ability to perform under pressure. Bachelor’s degree in finance, computer science, economics, or a related field. What We Offer: Global Team: Join an international team of dynamic and ambitious individuals looking to disrupt the indexing and passive investment industry. Competitive Compensation & Benefits: Receive a competitive compensation package and other benefits. Professional Growth: Access to ongoing learning opportunities, and various mentorship programs. Get the opportunity to quickly grow in the company, through meritocracy and the chance to lead and shape an exciting business vertical at a dynamic scale-up Dynamic Culture: Join a team that values innovation, collaboration, and an agile mindset in a fast-paced industry. Opportunity to make decisions, shape the company’s roadmap, and define your legacy. Interested and up to the challenge? We are looking forward to receiving your application!

Financial Advisor – Equity, Mutual Funds & Fixed Income Location: Himayatnagar, Hyderabad Job Summary: We are looking for a qualified and passionate Financial Advisor to join our growing wealth management team. The ideal candidate will be responsible for providing personalized investment advice to clients across equity, mutual funds, and fixed income products. A client-first mindset and strong communication skills are essential. Key Responsibilities: • Understand client’s financial goals, risk appetite, and investment preferences • Recommend and manage portfolios comprising mutual funds, stocks, and fixed income instruments • Conduct regular reviews and rebalancing of client portfolios • Stay updated on market trends, product innovations, and regulatory changes • Generate leads through client referrals and networking • Educate clients about different investment options, tax efficiency, and long-term planning • Maintain compliance with all regulatory requirements (SEBI, AMFI) Required Qualifications & Skills: • NISM Mutual Fund Distributor Certification – Mandatory • NISM Series VII (Securities Market) / CFP preferred • Graduate in Finance, Commerce, Economics or related field • Good understanding of equity markets, mutual fund categories, and debt products • Strong interpersonal and client servicing skills • Proficiency in MS Excel, portfolio tracking tools, and financial calculators • Ethical conduct and a long-term client relationship mindset What We Offer: • Attractive incentive structure & performance-based bonuses • Opportunity to work with a SEBI-registered advisor and a growing wealth platform • Access to premium research tools and advisory models • Learning & development through certifications and internal training • Career progression into portfolio advisory, research, or HNI relationship management To Apply: Send your resume to ankit@mintrafinserv.com or WhatsApp 8096282301 Learn more about us at www.mintrafinserv.com or www.mintrawealth.com