123 Rebalancing Jobs - Page 3

About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. 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

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 month-5 years of experience in wealth management, investment advisory, or financial planning.

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role The Trading Product Manager will collaborate with the other Trading Product Managers and Trading Product Leads to help guide the vision for Trading, OMS, and IBOR products. We are building this product suite anew and collaborating with our design team to improve the advisor/trader facing workflows and build engaging experiences that scale. You will execute product vision, implement strategy, and collaborate with a cross-functional team in a manner that improves their efficiency and productivity. What You’ll Do Possess a solid understanding of Trading, Rebalancing, and OMS systems used in the US and European wealth management industry. You understand trading products in terms of their users, business value, technical landscape, data, vendors, and can relate these to other areas of the Addepar ecosystem. Document and communicate goals for the product and drive an innovative product roadmap that conveys the team vision and goals to our clients. Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria Assist in adjusting strategy in response to changing company, business, market, and technical needs. Identify appropriate users, partners, competitors, and market trends from which to elicit input and draw inspiration Who You Are Minimum 8+ years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams. Fundamental knowledge in finance, trading, and investments, specifically with trading for wealth management firms. Ability to communicate finance domain knowledge, problems and knowledge well both in person and in writing for internal development and sales teams as well for clients and 3rd party data partners. Ability to partner with engineering to define the functional and technical implementation to tackle a business problem. This includes understanding of high level data development concepts, data modelling and the ability to write and review technical requirements documents. Practical knowledge of agile thinking and lean practices; project management, and a strong ability to guide teams through project iterations. A superpower for identifying the appropriate tools, people and techniques to accomplish objectives Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual-fund sales,market research,relationship-building,financial advisory,goal-based planning,financial planning,sip,mutual fund sales,investment advisory,wealth,wealth management,risk profiling,crm systems,negotiation,hni,cross selling,portfolio management,communication,mutual funds,ms excel analytics

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual-fund sales,market research,relationship-building,financial advisory,goal-based planning,financial planning,sip,mutual fund sales,investment advisory,wealth,wealth management,risk profiling,crm systems,negotiation,hni,cross selling,portfolio management,communication,mutual funds,ms excel analytics

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual-fund sales,market research,relationship-building,financial advisory,goal-based planning,financial planning,sip,mutual fund sales,investment advisory,wealth,wealth management,risk profiling,crm systems,negotiation,hni,cross selling,portfolio management,communication,mutual funds,ms excel analytics

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual-fund sales,market research,relationship-building,financial advisory,goal-based planning,financial planning,sip,mutual fund sales,investment advisory,wealth,wealth management,risk profiling,crm systems,negotiation,hni,cross selling,portfolio management,communication,mutual funds,ms excel analytics

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual-fund sales,market research,relationship-building,financial advisory,goal-based planning,financial planning,sip,mutual fund sales,investment advisory,wealth,wealth management,risk profiling,crm systems,negotiation,hni,cross selling,portfolio management,communication,mutual funds,ms excel analytics

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual-fund sales,market research,relationship-building,financial advisory,goal-based planning,financial planning,sip,mutual fund sales,investment advisory,wealth,wealth management,risk profiling,crm systems,negotiation,hni,cross selling,portfolio management,communication,mutual funds,ms excel analytics

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors Department: Wealth Management Location: Thane Wagle Estate Experience: 2–5 years (Wealth Management / Investment Advisory preferred) only Experience person can apply Employment Type: Full-time Job Summary: We are looking for an experienced professional to join our Wealth Management team. The role involves analyzing investment opportunities, preparing client reports, supporting portfolio management, and maintaining strong client relationships with a focus on ethics and market knowledge. Key Responsibilities: Investment Analysis Evaluate and compare investment options across equity, debt, real estate, gold, and mutual funds. Provide data-backed insights and recommendations to enhance client portfolios. Client Reporting & Presentations Prepare investment summaries, performance reports, and client presentations using MS Excel, Word, and PowerPoint. Market Research & Updates Monitor financial markets and economic developments. Share timely market insights to assist with client decision-making. Execution & Operational Support Support end-to-end execution of investment transactions. Coordinate internally and ensure timely client follow-ups. Client Interaction & Relationship Management Communicate professionally in English with clients. Address client queries effectively and maintain high service standards. Ethics & Compliance Adhere to regulatory guidelines and company policies. Uphold integrity and transparency in all financial dealings. Analytical & Strategic Support Assist in portfolio reviews, rebalancing, and performance tracking. Support the Wealth Advisory team in strategic planning and reporting. Candidate Requirements: 2–5 years of relevant experience in Wealth Management, Financial Advisory, or Investment Analysis Strong knowledge of financial markets, mutual funds, and portfolio concepts Proficiency in MS Excel, Word, and PowerPoint Excellent communication and presentation skills High ethical standards and attention to detail Graduate/Postgraduate in Finance, Commerce, or related field; CFA/MBA (Finance) is a plus NOTE ONLY EXPERIENCE CANDIDATE CAN APPLY INTRESTED CANDIDATE CAN SENT THEIR RESUME ON talent@atmsco.in or CAN DIRECTLY WHATSAPP THEIR RESUME ON 7700067147 CANDIDATE WHO STAY IN THANE MUMBAI LOCATION ONLY THEY CAN APPLY Job Type: Full-time Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Provident Fund Schedule: Day shift Work Location: In person

About the Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices. The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed Income markets and Index management will be essential in researching corporate actions, new issuances, and implementing index changes. You will collaborate with internal teams to implement methodologies and solutions for our fixed income products, ensuring the accuracy and integrity of fixed income index data, and monitor market trends and performance. What’s in it for you: A global role, with the opportunity to fully support the Global Fixed Income Index Management Group within IMPG. The Index Manager is responsible for researching and screening details and events for an assigned universe of Fixed Income securities and ensures these are correctly reflected in respective S&P DJI Indices. Responsibilities: Data and content management; including corporate action analysis, periodic index review, participation in the monthly rebalancing process and validation of all data content required for index rebalancing process. Review and interpret corporate action events including refinancing, restructuring, bankruptcy workout, sustainability data, call, put, sinking fund and so on. Able to communicate index methodologies to stakeholders in a clear and understandable way. Conduct analysis of basic bond risk concepts such as duration, option-adjusted spread, and convexity. Support the analysis of recommended index changes and assist in presenting these changes to the index committee. Collaborate with team members and stakeholders to assess potential methodology changes and help facilitate the governance review process. Assist in the development and launch of new indices, supporting with methodology application, operational feasibility, and system capabilities. Stay updated on market trends, regulatory changes, and key factors affecting leveraged loan markets and responsible investing. What We’re Looking For: Basic Required Qualifications: Bachelor’s Degree in business, mathematics, IT, economics, finance, or a related field. 1-3 years of professional experience in fixed income or a similar financial field. Proficient in Microsoft Office, particularly Excel. A foundational understanding of the fixed income market. Strong analytical and quantitative skills with the ability to work with large data sets. Ability to learn and adapt to S&P DJI’s proprietary index calculation platforms. Good written and verbal communication skills with the ability to explain complex topics clearly. Additional Preferred Qualifications: Progress toward CFA or CIPM certification. Experience with SQL, Python and VBA for process automation and data analysis. About S&P Global Dow Jones Indic e s At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500 ® and the Dow Jones Industrial Average ® . More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji . What’s In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here . ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 317311 Posted On: 2025-06-26 Location: Noida, Uttar Pradesh, India

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual funds,cross selling,market research,financial advisory,wealth,financial planning,hni

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual funds,cross selling,market research,financial advisory,wealth,financial planning,hni

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual funds,cross selling,market research,financial advisory,wealth,financial planning,hni

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns. Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines. Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction. Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation. Skills & Qualifications Must-Have 2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories. Active AMFI/NISM Series V-A certification. Consistent record of surpassing AUM & SIP growth targets. In-depth understanding of equity, debt, hybrid funds, and related tax implications. Excellent communication, negotiation, and relationship-building abilities. Hands-on with CRM systems and advanced MS Excel analytics. Preferred Exposure to goal-based planning or robo-advisory platforms. Experience managing HNI portfolios exceeding INR 10 Cr. Familiarity with ETFs and derivative-linked mutual-fund products. Benefits & Culture Highlights Competitive fixed pay plus uncapped incentives tied to AUM growth. Company-sponsored certifications (CFP, CWM) and continuous learning programs. Fast-track leadership pathway with clear promotion milestones. Skills: mutual funds,cross selling,market research,financial advisory,wealth,financial planning,hni

Key Responsibilities: Develop and manage relationships with existing and potential clients. Understand client financial needs and suggest appropriate investment solutions in equity, mutual funds, bonds, and other financial products. Maintain and grow a portfolio of HNI/UHNI clients. Offer advisory services based on research, risk profiling, and market trends. Execute trades/orders on behalf of clients as required. Conduct regular portfolio reviews and suggest rebalancing strategies. Ensure compliance with SEBI and internal policies. Achieve targets related to revenue generation, client acquisition, and retention. Required Skills & Qualifications: Bachelor’s or Master’s degree in Finance, Commerce, or related field. NISM certifications (Series VII – Equity Derivatives, Series V – Mutual Fund) preferred. Proven 2+ years of experience as a Relationship Manager in financial services. In-depth knowledge of investment products, market trends, and portfolio management. Strong communication, negotiation, and client servicing skills. Ability to work independently and in a team-oriented environment. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹32,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Paid sick time Paid time off Schedule: Day shift Fixed shift Weekend availability Language: English (Preferred) Work Location: In person Speak with the employer +91 9909829291

About The Role Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices. The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed Income markets and Index management will be essential in researching corporate actions, new issuances, and implementing index changes. You will collaborate with internal teams to implement methodologies and solutions for our fixed income products, ensuring the accuracy and integrity of fixed income index data, and monitor market trends and performance. What’s in it for you: A global role, with the opportunity to fully support the Global Fixed Income Index Management Group within IMPG. The Index Manager is responsible for researching and screening details and events for an assigned universe of Fixed Income securities and ensures these are correctly reflected in respective S&P DJI Indices. Responsibilities Data and content management; including corporate action analysis, periodic index review, participation in the monthly rebalancing process and validation of all data content required for index rebalancing process. Review and interpret corporate action events including refinancing, restructuring, bankruptcy workout, sustainability data, call, put, sinking fund and so on. Able to communicate index methodologies to stakeholders in a clear and understandable way. Conduct analysis of basic bond risk concepts such as duration, option-adjusted spread, and convexity. Support the analysis of recommended index changes and assist in presenting these changes to the index committee. Collaborate with team members and stakeholders to assess potential methodology changes and help facilitate the governance review process. Assist in the development and launch of new indices, supporting with methodology application, operational feasibility, and system capabilities. Stay updated on market trends, regulatory changes, and key factors affecting leveraged loan markets and responsible investing. What We’re Looking For Basic Required Qualifications: Bachelor’s Degree in business, mathematics, IT, economics, finance, or a related field. 1-3 years of professional experience in fixed income or a similar financial field. Proficient in Microsoft Office, particularly Excel. A foundational understanding of the fixed income market. Strong analytical and quantitative skills with the ability to work with large data sets. Ability to learn and adapt to S&P DJI’s proprietary index calculation platforms. Good written and verbal communication skills with the ability to explain complex topics clearly. Additional Preferred Qualifications Progress toward CFA or CIPM certification. Experience with SQL, Python and VBA for process automation and data analysis. About S&P Global Dow Jones Indices At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji. What’s In It For You? Our Purpose Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our Benefits Include Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring And Opportunity At S&P Global At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 317311 Posted On: 2025-06-26 Location: Noida, Uttar Pradesh, India

Index Manager - Fixed Income Noida, India Data Management 317311 Job Description About The Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices. The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed Income markets and Index management will be essential in researching corporate actions, new issuances, and implementing index changes. You will collaborate with internal teams to implement methodologies and solutions for our fixed income products, ensuring the accuracy and integrity of fixed income index data, and monitor market trends and performance. What’s in it for you: A global role, with the opportunity to fully support the Global Fixed Income Index Management Group within IMPG. The Index Manager is responsible for researching and screening details and events for an assigned universe of Fixed Income securities and ensures these are correctly reflected in respective S&P DJI Indices. Responsibilities: Data and content management; including corporate action analysis, periodic index review, participation in the monthly rebalancing process and validation of all data content required for index rebalancing process. Review and interpret corporate action events including refinancing, restructuring, bankruptcy workout, sustainability data, call, put, sinking fund and so on. Able to communicate index methodologies to stakeholders in a clear and understandable way. Conduct analysis of basic bond risk concepts such as duration, option-adjusted spread, and convexity. Support the analysis of recommended index changes and assist in presenting these changes to the index committee. Collaborate with team members and stakeholders to assess potential methodology changes and help facilitate the governance review process. Assist in the development and launch of new indices, supporting with methodology application, operational feasibility, and system capabilities. Stay updated on market trends, regulatory changes, and key factors affecting leveraged loan markets and responsible investing. What We’re Looking For: Basic Required Qualifications: Bachelor’s Degree in business, mathematics, IT, economics, finance, or a related field. 1-3 years of professional experience in fixed income or a similar financial field. Proficient in Microsoft Office, particularly Excel. A foundational understanding of the fixed income market. Strong analytical and quantitative skills with the ability to work with large data sets. Ability to learn and adapt to S&P DJI’s proprietary index calculation platforms. Good written and verbal communication skills with the ability to explain complex topics clearly. Additional Preferred Qualifications: Progress toward CFA or CIPM certification. Experience with SQL, Python and VBA for process automation and data analysis. About S&P Global Dow Jones Indic e s At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji. What’s In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf - 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 317311 Posted On: 2025-06-26 Location: Noida, Uttar Pradesh, India

About the Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices. The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed Income markets and Index management will be essential in researching corporate actions, new issuances, and implementing index changes. You will collaborate with internal teams to implement methodologies and solutions for our fixed income products, ensuring the accuracy and integrity of fixed income index data, and monitor market trends and performance. What’s in it for you: A global role, with the opportunity to fully support the Global Fixed Income Index Management Group within IMPG. The Index Manager is responsible for researching and screening details and events for an assigned universe of Fixed Income securities and ensures these are correctly reflected in respective S&P DJI Indices. Responsibilities: Data and content management; including corporate action analysis, periodic index review, participation in the monthly rebalancing process and validation of all data content required for index rebalancing process. Review and interpret corporate action events including refinancing, restructuring, bankruptcy workout, sustainability data, call, put, sinking fund and so on. Able to communicate index methodologies to stakeholders in a clear and understandable way. Conduct analysis of basic bond risk concepts such as duration, option-adjusted spread, and convexity. Support the analysis of recommended index changes and assist in presenting these changes to the index committee. Collaborate with team members and stakeholders to assess potential methodology changes and help facilitate the governance review process. Assist in the development and launch of new indices, supporting with methodology application, operational feasibility, and system capabilities. Stay updated on market trends, regulatory changes, and key factors affecting leveraged loan markets and responsible investing. What We’re Looking For: Basic Required Qualifications: Bachelor’s Degree in business, mathematics, IT, economics, finance, or a related field. 1-3 years of professional experience in fixed income or a similar financial field. Proficient in Microsoft Office, particularly Excel. A foundational understanding of the fixed income market. Strong analytical and quantitative skills with the ability to work with large data sets. Ability to learn and adapt to S&P DJI’s proprietary index calculation platforms. Good written and verbal communication skills with the ability to explain complex topics clearly. Additional Preferred Qualifications: Progress toward CFA or CIPM certification. Experience with SQL, Python and VBA for process automation and data analysis. About S&P Global Dow Jones Indic e s At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500 ® and the Dow Jones Industrial Average ® . More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji . What’s In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here . ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 317311 Posted On: 2025-06-26 Location: Noida, Uttar Pradesh, India

Location: Gurugram, India Position Summary We are seeking a highly motivated and analytical Quant Analyst to join Futures First. The role involves supporting development and execution of quantitative strategies across financial markets. Job Profile Statistical Arbitrage & Strategy Development Design and implement pairs, mean-reversion, and relative value strategies in fixed income (govvies, corporate bonds, IRS). Apply cointegration tests (Engle-Granger, Johansen), Kalman filters, and machine learning techniques for signal generation. Optimize execution using transaction cost analysis (TCA). Correlation & Volatility Analysis Model dynamic correlations between bonds, rates, and macro variables using PCA, copulas, and rolling regressions. Forecast yield curve volatility using GARCH, stochastic volatility models, and implied-vol surfaces for swaptions. Identify regime shifts (e.g., monetary policy impacts) and adjust strategies accordingly. Seasonality & Pattern Recognition Analyse calendar effects (quarter-end rebalancing, liquidity patterns) in sovereign bond futures and repo markets. Develop time-series models (SARIMA, Fourier transforms) to detect cyclical trends. Back Testing & Automation Build Python-based back testing frameworks (Backtrader, Qlib) to validate strategies. Automate Excel-based reporting (VBA, xlwings) for P&L attribution and risk dashboards. Integrate Bloomberg/Refinitiv APIs for real-time data feeds. Requirements Education Qualifications B.Tech Work Experience 0-3 years Skill Set Must have: Strong grasp of probability theory, stochastic calculus (Itos Lemma, SDEs), and time-series econometrics (ARIMA, VAR, GARCH). Must have: Expertise in linear algebra (PCA, eigenvalue decomposition), numerical methods (Monte Carlo, PDE solvers), and optimization techniques. Preferred: Knowledge of Bayesian statistics, Markov Chain Monte Carlo (MCMC), and machine learning (supervised/unsupervised learning). Libraries: NumPy, Pandas, statsmodels, scikit-learn, arch (GARCH models). Back testing: Backtrader, Zipline, or custom event-driven frameworks. Data handling: SQL, Dask (for large datasets). Power Query, pivot tables, Bloomberg Excel functions (BDP, BDH). VBA scripting for various tools and automation. Experience with C /Java (low-latency systems), QuantLib (fixed income pricing), or R (statistical). Yield curve modelling (Nelson-Siegel, Svensson), duration/convexity, OIS pricing. Credit spreads, CDS pricing, and bond-CDS basis arbitrage. Familiarity with VaR, CVaR, stress testing, and liquidity risk metrics. Understanding of CCIL, NDS-OM (Indian market infrastructure). Ability to translate intuition and patterns into quant models. Strong problem-solving and communication skills (must explain complex models to non-quants). Comfortable working in a fast-paced work environment. Work hours will be aligned to APAC Markets.

Work Schedule Standard (Mon-Fri) Environmental Conditions Office Supply Planning: Defining the Safety stock levels across network and monitor them per stocking norms. Generation of daily MRP through SAP considering forecast for the month. Ensure timely placement of orders, follow-up for materials, track delivery. Ensure there are no controllable stock out of materials. Inventory investment / planning MTO inventory through decision paper only Responsible for reviewing the entire network inventory from demand and supply hygiene point of view drive the root cause analysis and subsequent corrective action. Responsible for suggesting network inventory realignment to the respective planner. Share the complete visibility with the customer service team to build customer-wise visibility for the commercial team. Coordinating and integrating activities with Exim, warehousing, and factories to ensure that materials are delivered on time. Drive Factory Performance: Close co-ordination with factory / hub planners for material availability Measure, report, analyze, propose, and implement solutions to improve factory performance. Consolidate the data and deep analysis to prepare the final data. Analysis on Key gaps in revenue at category and SKU level mitigation plan Lead and manage the factory operations meeting. Draft the MOM and publish the Final number and MOM. Inventory Management Drive the Inventory Planning as per the AOP Continue to Monitor the SKU/Location level DOS performance. Share free stocks with commercial teams for Book & Burn purpose. Engage with commercial for Slow Moving and Non-Moving stock. Rebalancing excess inventory across existing network. To have a good hold on DOS and Inventory to be on target by looking at Inventory entitlement data.

About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. 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

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 QA Engineer with solid experience in test automation within CI/CD environments, ideally with a background in financial products, indexing, or market data. This individual will be responsible for designing, executing, and automating tests for our internal systems—covering backend (APIs) and frontend—fully integrated into our GitLab pipelines. The ideal candidate will also be able to generate clear, actionable reports based on both manual and automated testing results, helping to ensure quality across the entire development lifecycle. Key Responsibilities: Design, execute, and maintain both automated and manual test cases—covering APIs, frontend, and other critical system components—to ensure comprehensive test coverage. Develop, automate, and execute functional tests for REST APIs (using Postman/Newman) and end-to-end tests for frontend components (using Cypress or Selenium). Document, manage, and track test cases, bugs, and QA activities in ClickUp, leveraging its integration with GitLab for traceability between requirements, test cases, and defects. Execute regression, smoke, and exploratory tests manually as needed to validate system functionality and uncover issues beyond scripted scenarios. Create and maintain clear QA reports based on manual and automated test results, providing actionable insights to help teams track and improve quality over time. Review and provide feedback on user manuals and end-user documentation to ensure technical accuracy and completeness. Collaborate closely with developers and product owners to define acceptance criteria, continuously improve QA processes, and foster a culture of quality and automated testing. Requirements: 3–4 years of experience in QA roles, with a strong focus on test automation and QA best practices. Previous experience in the financial sector or a solid understanding of indexing , financial instruments, or market data. Hands-on experience writing and executing automated tests within GitLab CI/CD pipelines . Proficiency with Postman for API testing, including environment configurations and collection scripting. Familiarity with ClickUp as a tool for managing QA documentation, test cases, and defect tracking. Ability to generate clear QA reports that summarize test results, failures, coverage, and quality insights. Strong communication skills and ability to work collaboratively with cross-functional teams. Proficiency in designing reusable test plans, test suites, and cases. Qualifications: Bachelor’s degree in Computer Science , Software Engineering, or a related field (preferred but not required). Nice-to have Skills: Familiarity with Cypress Dashboard , GitLab Pages , or other tools for automated test reporting and visualization. Experience with performance or load testing tools. Comfort working with large datasets and validating data accuracy across systems. Experience in fintech, stock exchanges, investment firms, or financial data providers. Ability to verify the accuracy of financial index calculations , including index formulas, rebalancing, and weightings. Experience validating the correct handling and impact of corporate actions (e.g., splits, dividends, mergers, spin-offs) on financial instruments or index continuity. Skill in reviewing and interpreting raw financial data (prices, volumes, market caps) to detect inconsistencies and propose improvements. Understanding of cross-source data validation and techniques to ensure precision in financial data pipelines. Familiarity with pricing models or specific rules applied to indexed financial products such as ETFs, custom benchmarks, or sector-based indices. Interested and up to the challenge? We are looking forward to receiving your application!

Business Unit: Global Operations Reporting To: Manager, Global Operations Shift: EMEA (1:30 pm - 10:30 pm IST) (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 As an Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients. The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, ETD, OTC derivatives and foreign exchange products globally. This position will primarily focus on supporting the trade lifecycle including Settlements, Commission Recapture, MIFID/CSDR regulations and Collateral Management. The role will collaborate closely with internal teams at Russell Investments, including portfolio managers, analysts, and traders, as well as external partners such as custodians, counterparties, and brokers, to provide accurate and scalable operational support. Years Of Experience A minimum of 2-3 years of previous experience in the financial services industry, preferably in a trading operations capacity within an asset management firm. Qualifications Bachelor's degree in finance, economics, or business administration. CFA or progress towards is preferred (not required). 2-3 years of experience in asset management operations, banking operations, finance, or a related function is preferred. Familiarity with custodian, broker, and money manager operations Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies. Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize and complete multiple assignments under short deadlines. Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success. Excellent communication skills, understanding how to tailor communication style to the situation at hand. Responsibilities Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties & brokers) to ensure seamless communication and resolution of operational issues. Support the end-to-end trade lifecycle for a wide range of products, including equity, fixed income, ETD, OTC derivatives, and foreign exchange, ensuring accurate and timely processing of trade settlements, confirmations, and settlements. Manage commission recapture processes, ensuring all opportunities are identified and implemented to improve operational efficiency and cost savings. Ensure compliance with relevant regulations such as MIFID II and CSDR. Monitor and implement processes to meet regulatory requirements for trade reporting, settlement discipline, and collateral management. Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients. Effectively and collaboratively identify, escalate, mitigate, and resolve operational risk Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives Display exemplary conduct and live by our organizations Code of Conduct Candidate Requirements Strong computer skills, including advanced proficiency with Excel Prior experience with Bloomberg AIM or Charles River Prior experience with trading and portfolio management systems. 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

Position Summary We are seeking a highly motivated and analytical Quant Analyst to join Futures First. The role involves supporting development and execution of quantitative strategies across financial markets. Job Profile Statistical Arbitrage & Strategy Development Design and implement pairs, mean-reversion, and relative value strategies in fixed income (govvies, corporate bonds, IRS). Apply cointegration tests (Engle-Granger, Johansen), Kalman filters, and machine learning techniques for signal generation. Optimize execution using transaction cost analysis (TCA). Correlation & Volatility Analysis Model dynamic correlations between bonds, rates, and macro variables using PCA, copulas, and rolling regressions. Forecast yield curve volatility using GARCH, stochastic volatility models, and implied-vol surfaces for swaptions. Identify regime shifts (e.g., monetary policy impacts) and adjust strategies accordingly. Seasonality & Pattern Recognition Analyse calendar effects (quarter-end rebalancing, liquidity patterns) in sovereign bond futures and repo markets. Develop time-series models (SARIMA, Fourier transforms) to detect cyclical trends. Back testing & Automation Build Python-based back testing frameworks (Backtrader, Qlib) to validate strategies. Automate Excel-based reporting (VBA, xlwings) for P&L attribution and risk dashboards. Integrate Bloomberg/Refinitiv APIs for real-time data feeds. Requirements Education Qualifications B.Tech Work Experience 0-3 years Skill Set Must have: Strong grasp of probability theory, stochastic calculus (Ito’s Lemma, SDEs), and time-series econometrics (ARIMA, VAR, GARCH). Must have: Expertise in linear algebra (PCA, eigenvalue decomposition), numerical methods (Monte Carlo, PDE solvers), and optimization techniques. Preferred: Knowledge of Bayesian statistics, Markov Chain Monte Carlo (MCMC), and machine learning (supervised/unsupervised learning) Libraries: NumPy, Pandas, statsmodels, scikit-learn, arch (GARCH models). Back testing: Backtrader, Zipline, or custom event-driven frameworks. Data handling: SQL, Dask (for large datasets). Power Query, pivot tables, Bloomberg Excel functions (BDP, BDH). VBA scripting for various tools and automation. Experience with C++/Java (low-latency systems), QuantLib (fixed income pricing), or R (statistical l). Yield curve modelling (Nelson-Siegel, Svensson), duration/convexity, OIS pricing. Credit spreads, CDS pricing, and bond-CDS basis arbitrage. Familiarity with VaR, CVaR, stress testing, and liquidity risk metrics. Understanding of CCIL, NDS-OM (Indian market infrastructure). Ability to translate intuition and patterns into quant models. Strong problem-solving and communication skills (must explain complex models to non-quants). Comfortable working in a fast-paced work environment. Location: Gurugram, Work hours will be aligned to APAC Markets.