275 Structured Products Jobs - Page 2

Business Finance Analyst Position Overview In Scope of Position based Promotions (INTERNAL only) Job Title: Business Finance Analyst Corporate Title: NCT Location: Mumbai, India Role Description Accounting Control is a function within Financial Control and as such part of the Business Finance organization. The primary responsibility for a financial controller is to ensure correctness of Balance Sheet and P&L for their business areas (including formal sign-off in SAP). This includes but is not limited to substantiation as well as reconciliation of the Financials, ownership and control over the front-to-end month-end production cycle. Above all it is their core duty to create full transparency around every aspect of the Financials of the bank. In their Accounting Control function they are the SMEs cross business and cross function (up-stream) assisting other control functions resolving issues as well as continuously improving their processes. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Work as an Independent contributor or manage below functions: Balance sheet and P&L review/commentary of CIB Finance covering Emerging Markets Debt Business - products including Credit, Interest Rate and Structured products Performs month end close activities- SAP journals, reconciliations, balance sheet substantiations and reporting Performs QA function for processes within their teams remit and regularly assesses the effectiveness of the checks Engages with CTB/SME ( Change the Bank / Subject Matter Expert) in order to deliver change First level of escalation for team issues and for stakeholder escalation Manages the resolution of product reconciliation break/exception items in a timely manner Monitoring of exceptions including investigation and explanation Review of Balance sheet substantiation Process standardization across business Provides summary of KRI's for their business area and remediation plans where SLA's are being missed and/or where issues exist Facilitates CTB initiatives and drives continuous improvement program within their team Responsible for ensuring that KOPs are reviewed for relevance and effectiveness on a timely basis Your skills and experience 2+ years Product Control experience in Investment Banking or related industry. Strong understanding of financial market products such as Credit Derivatives, Interest Rate and exotic credit products Adaptable and culturally aware. Experience of working in a global environment preferable. Ensure team work culture is practiced. Ability to learn quickly. Ability to communicate effectively (oral & written) & strong interpersonal skills. Strong analytical and quantitative skills. Well organized & able to clearly present results of work. Essentials Competent use of MS-Office - specifically Excel and Access. Working with multiple data sources and having confidence in figures and presentation. Accuracy-driven and able to self review reports and other deliverables effectively. Be comfortable & willing to drive process improvement. Be able to constructively challenge. Be inquisitive. Knowledge of SAP and programming skills helpful but not required. SAP need to be learned quickly though. Should be diligent, thorough, shows initiative and is proactive. Proven ability to own and develop successful relationships with RPL, Operations and CSR Excellent team worker, able to work in virtual global teams and in a matrix organization Open minded, able to share information, transfer knowledge and expertise to team members Flexibility regarding problem solving Keeps pace with technical innovation and market driven initiatives and maintains a broad understanding of the GBS offering Strong interpersonal/good negotiations skills are required, in parts leadership Education / Certification/ Skills MBA (finance) or CA / ICWA / CFA How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. About us and our teams Please visit our company website for further information: We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). With a data-driven approach and client-centric values, we specialize in creating, protecting, and transmitting wealth transparently. Our strong organizational culture has earned us the certification as a "Great Place to Work." As an account manager (AM)/Management Trainee, your role is to support the Relationship Manager (RM) in maintaining and building the RM wealth management business. Your responsibilities include: Financial Planning, Portfolio Strategy, and Reporting: - Assisting the RM in creating financial plans for clients based on client requirements and our 2 point strategy through a 6-step process. - Reporting the portfolio performance regularly, highlighting asset allocation and Internal Rate of Return (IRR). - Identifying discrepancies between clients" actual portfolios and the strategic plan, and suggesting actionable steps to align the portfolios. Identifying Opportunities within Client Portfolios: - Evaluating opportunities within clients" existing portfolios based on product team recommendations across Mutual Funds, Structured Products, changes in the house view on various asset classes, and Alternatives. Supporting RM in Business Development: - Assisting in acquiring a database of prospective clients. - Maintaining a database of referrals. Documentation: - Completing and executing Mutual Fund transactions for clients, including non-financial transactions like change of bank mandate. - Handling and executing Structured Products transactions for clients. - Opening broking/DP accounts for clients. Attending to Client Queries: - Addressing client queries promptly and effectively. Career Progression for AM: For the right AM, the firm offers opportunities to progress to Relationship Managers (RMs). As AR PWM focuses on client-level portfolio advisory rather than product selling, it is crucial for AMs to possess the required advisory skills, product knowledge, and market insight. Considering that all clients are wealthy individuals aged between 45-60 years, AMs must demonstrate sufficient experience and maturity to instill confidence in clients that they can become their wealth managers. Based on past experience, AMs typically require about 3 years of work experience before transitioning to RM roles.,

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.

Job Description: Employer: DWS Group Job Title: Director Principal Engineering Lead Location: Pune, India Bangalore, India About DWS: Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Read more about DWS and who we are Team division overview The Chief Operating Office (COO) , CTO DWS Tech Division is a key enabler for DWS and is integral to the future success of the company by delivering world-class services across a set of key functions. It covers essential Technology and Operations capabilities, and aims to deliver a platform which is efficient, scalable, resilient and agile. Role Summary: DWS is seeking a Director of Software Engineering to lead engineering initiatives in support of its core asset management platforms, REIT (real estate infrastructure funds), private equity, derivates, hedging, and illiquid/alternative funds. You will drive the modernization and automation of investment technology infrastructure, collaborating with business, operations, and data teams. This role requires deep understanding of portfolio management platforms, and advanced knowledge of cloud-native data engineering platforms like Snowflake and GCP. Your responsibilities: Key Responsibilities: Lead the engineering , design and delivery of digital platforms and is responsible for managing or performing work across multiple areas of the bank's overall ITPlatform / Infrastructureincluding analysis, development, and administration. It may also involve taking functional oversight of engineering delivery for specific departments. Work includes: Define and lead the software engineering vision for investment technologies across illiquid fund platforms Collaborate closely with investment, operations, and data teams to build scalable, automated, and data-driven solutions. Lead vendor and platform integration strategies (e.g. Aladdin , YARDI, Pathfinder, Snowflake etc.) Architect and deliver scalable, secure, and performant solutions for investment workflowsportfolio construction, trade lifecycle, order management, and performance analytics. Implement APIs and event-driven architecture for near-real-time data exchange across platforms. Optimize and automate manual processes related to trade support, pricing, valuation, NAV processing, and reconciliation. Leverage Snowflake for building secure and governed data products consumed across analytics, operations, and reporting. Deep understanding of platforms related to illiquid, including experience with data ingestion, portfolio analytics, and integration patterns. Experience designing solutions around REITs, fund of funds, private credit, and liquid real assets. Enable data democratization by implementing policy-based access control and observability. Ensure software quality, regulatory compliance, and risk management are embedded throughout the development lifecycle. Manage external and internal audits, working closely with data governance, compliance, and cybersecurity teams. Planning and developing entire engineering solutions to accomplish business goals Building reliability and resiliency into solutions with appropriate testing and reviewing throughout the delivery lifecycle Ensuring maintainability and reusability of engineering solutions. Ensuring solutions are well architected and can be integrated successfully into the end-to-end business process flow. Reviewing engineering plans and quality to drive re-use and improve engineering capability Participating in industry forums to drive adoption of innovative technologies, tools, and solutions in the Bank. Architect, develop, and maintain UI components using React.js and JavaScript. Define and enforce best practices for UI development, coding standards and performance optimization. Collaborate with UI/UX designers, product managers and backend developers to deliver seamless responsive interfaces. Write clean, maintainable and well-documented code. Drive code reviews, unit testing and integration testing processes. Contribute to architecture and design decisions for scalable frontend systems and own performance, accessibility and cross browser compatibility. We are looking for: Must Have Technology Skills: 20+ years of hands-on technical and functional experience in financial industry within asset/investment management or capital markets. Strong understanding of financial instruments: alternatives, private equity, private credit, and structured products. Experience working with portfolio managers, risk, compliance, and operations teams. Familiarity with NAV, position and cash management, pricing, and reconciliation processes. Deep familiarity with Aladdin, YARDI, Pathfinder, Snowflake, SQL, and enterprise data management. App development with technologies such as: Java, Springboot, React JS, Kafka, Cloud, CI/CD, Dev Ops, Test Automation, Camunda, container based applications. Architected and delivered scalable, secure, and performant solutions for investment workflowsportfolio construction, trade lifecycle, order management, and performance analytics. APIs and event-driven architecture for near-real-time data exchange across platforms. Optimize and automate manual processes related to trade support, pricing, valuation, NAV processing, and reconciliation. Leverage Snowflake for building secure and governed data products consumed across analytics, operations, and reporting. Progressive engineering hands on development experience to lead engineering teams with enterprise scale applications Hands-on experience with cloud-native platforms (GCP), microservices, APIs, CI/CD pipelines, and IaC. Strong Agile skills with running Dev Ops, IT Risk and control, SRE scrum teams and squads. Skills that will help you shine: Team Management: Experience working in or integrating with other investment platforms like Charles River, SimCorp, or FactSet. Knowledge of data governance platforms (e.g., Collibra, Alation). Experience with people development with respect to training, upskilling, providing right opportunities within India and global squads. Promotes engineering culture and improves productivity amongst India FTE and vendor staff. Grooms and coaches the team providing proper career progression. Dynamic resource management and close collaboration with DWS global tech and product teams. Excellent skills and appetite to maintain risk & control hygiene. Streamline ITAO processes with automation. Will require broader promotion of people strategy activities within DWS Tech India. Recruits additional talent in a timely manner, grows the team in India with new skills such as Workfusion AI, Blockchain & Tokenization. Stakeholder/Business Management: Excellent stakeholder management and communication skills to work with India operations, EMEA/APAC business leaders. Knowledge in Banking Payment systems will be a huge plus. Educational & technical qualification requirements: Bachelors Degree from an accredited college or university with a concentration in Science or an IT-related discipline (or equivalent) More than 10 years experience (hands-on) development in full stack solutions

Over the last 20 years, Ares success has been driven by our people and our culture. Today, our team is guided by our core values Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Ares is currently seeking an Associate for the Investment Accounting (IA) team in our Mumbai office. The Investment Accounting team is part of the global Investment Operations team within the broader Finance & Accounting Operations organization and has a presence in California, New York, London and Mumbai. The team is responsible for the firmwide analysis of new/existing investments and daily profit and loss, development of accounting /other investment policies as well as internal/external reporting as reporting and works closely with Accounting, FP&A, Operations, Compliance, Portfolio Management, Middle Office, and Front Office. The individual will work primarily on Alternative Credit, Private Equity, and E.U./U.S. Direct Lending transaction reviews and product control functions. They will be responsible for monitoring a pipeline of deals to evaluate each for specific accounting, tax, compliance and legal concerns, preparing transaction analysis summaries for each deal which notate internal rationale for accounting treatment and ultimately ensuring deals are properly recorded in the accounting system (Geneva). In addition, they will be responsible for reviewing daily profit and loss and coordinating with third party administrators on any anomalies to ensure on-going deal servicing is in accordance with policy. The ideal candidate will have accounting and/or product control experience and demonstrate a great attitude and teamwork, self-direction, the ability to take the steps to work through problems and strong communication and organization. This role will require a dynamic adaptive and agile hands-on professional to ensure optimal processes and work product in a fast-paced rapidly growing environment. PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES: Primary responsibility will be to prepare transaction analysis memos for Private Credit and Private Equity deal flow (originations, exits and restructures) to ensure proper accounting in accordance with the accounting policy. Other responsibilities include, but are not limited to: Analyze credit terms, fee structures and syndication mechanisms to ensure proper revenue recognition in accordance with accounting policy Review admin bookings to ensure consistent with transaction analysis memos Daily investigation of material profit and loss items, performing Product control checks and coordinate with third party admin to correct any inconsistencies Maintenance of certain data fields Assist with new systems implementation and cut over from current to new accounting system by reconciling data between the systems QUALIFICATIONS Education: Bachelor s degree in finance or accounting required Chartered Accountant preferred Experience Required: 3-6 years of relevant work experience (public/fund accounting or product control preferred) Strong Microsoft Office skills required (PowerBI/Tableau/Alteryx preferred) Exposure to alternative assets, preferably credit instruments such as bank debt, bonds, structured products and other fixed income products Knowledge of investment accounting and the investment lifecycle General Requirements: Dependable, great attitude, highly motivated and a team player A self-directed individual with a can-do attitude, willing to work in an energetic, collaborative and fast-paced environment, proactive in nature, and a proven ability to learn quickly, display flexibility and adaptability while resolving issues with minimal supervision Strong sense of ownership and accountability Strong problem-solving and analytical skills High accuracy and detail orientation; confident decision-making skills Excellent organizational and interpersonal skills Outstanding communication (written and verbal), presentation, documentation, and interpersonal skills; strong customer focus Ability to successfully manage multiple priorities and competing demands; strong time management and prioritization skills An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes Able to pick up and work with new technology solutions (Power BI, multiple Excel add ins, SharePoint. Etc.) Flexibility regarding role profile and willingness to take on new projects and learn new skills Ability to handle confidential information appropriately Comfort in dealing with ambiguity and uncertainty in a dynamic and fast-paced environment Good judgment in terms of escalating issues vs. solving problems independently Ability to be flexible in terms of hours in order to coordinate with team members across various time zones Reporting Relationships Associate Vice President, Investment Accounting There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC Stock broking firms as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC Stock broking firms as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language.

As a professional in the role of Equity Derivatives Specialist, you will be responsible for engaging with institutional clients such as hedge funds, asset managers, and other financial institutions to establish and maintain strong relationships. Your primary focus will be on comprehending the unique needs of each client and delivering customized equity derivative solutions to meet their investment and hedging objectives effectively. You will be expected to develop a profound understanding of equity derivatives, encompassing options, futures, swaps, and structured products. Staying abreast of market trends, regulatory modifications, and emerging products in the equity derivatives domain will be crucial to your success in this role. Your sales strategy will involve advocating and marketing equity derivative products and solutions to clients, ensuring they grasp the benefits and risks associated with various products. Collaborating closely with the trading desk will be essential to guarantee seamless execution and competitive pricing for clients. In your capacity, you will provide clients with valuable market insights and analysis, ensuring they are well-informed about prevailing market conditions and trends in equity derivatives. Your expertise will help clients navigate volatility, manage risk efficiently, and capitalize on market opportunities as they arise. Risk management will be a significant aspect of your responsibilities, where you will support clients in managing their risk exposure by structuring trades and tailoring custom hedging strategies using equity derivatives. Collaboration with internal teams will be necessary to ensure adherence to regulatory standards and internal risk management frameworks. You will work in tandem with research, trading, and risk teams to deliver comprehensive solutions to clients and actively contribute to the development and execution of sales campaigns, product training, and marketing initiatives. The ideal candidate for this position should hold a Bachelor's degree in finance, economics, mathematics, or a related field, with a Master's degree or CFA certification considered advantageous. Prior experience in equity derivatives sales or trading, or a related field like investment banking, is highly preferred. Technical proficiency in financial modeling, Excel, and other relevant financial tools is essential, along with strong quantitative and analytical skills. Familiarity with trading platforms and risk management software will be beneficial in executing your responsibilities efficiently. Excellent interpersonal and communication skills are imperative, enabling you to articulate complex products and strategies clearly to clients. A comprehensive understanding of equity markets, derivatives, and risk management strategies will be pivotal to your success in this role. This is a full-time position offering benefits such as Provident Fund, with a work schedule from Monday to Friday. Additionally, performance bonuses and yearly bonuses will be part of the compensation package. The work location is in person.,

At Bank of America, we are committed to improving financial lives through meaningful connections. Our company's foundation is Responsible Growth, guiding our actions each day to benefit our clients, teammates, communities, and shareholders. We prioritize creating an inclusive and diverse workplace, welcoming individuals from various backgrounds. We invest in our team members" well-being by providing competitive benefits that support physical, emotional, and financial health. Bank of America values collaboration and flexibility for its employees. We offer a range of options to support different roles within our organization. Joining Bank of America means embarking on a fulfilling career with opportunities for learning, growth, and making a difference. Global Business Services delivers essential Technology and Operations support to Bank of America's Lines of Business and Staff Support Functions worldwide. Operating through a centralized, globally integrated model, we are known for flawless execution, risk management, operational resiliency, excellence, and innovation. In India, we operate as BA Continuum India Private Limited (BACI), a subsidiary of Bank of America Corporation, handling the India operations of Global Business Services across five locations. The Global Banking and Markets [GBAM] Finance division focuses on providing exceptional support services, particularly in managing the relationship between trading risk positions and P&L components. We are currently seeking an individual to join the P&L production team, specifically covering the Equities trading desks. As a member of the P&L production team, your primary responsibility will involve producing and delivering daily P&L reports to the front office. You will be expected to provide insightful analysis, explanations, and address daily revenue drivers. Effective communication and time management skills are crucial for interactions with the Front Office, Middle Office, Finance, and Trade Capture teams. Key products covered will include Equity-based Structured and Exotic products. Responsibilities: - Ownership of daily and monthly processes - Production and reporting of daily P&L to Front Office & Senior Management - Reconciliation of actual P&L with trader estimates and flash/actual variance analysis - Collaboration with trading desks on position, P&L, or other issues - Front-to-Back analysis & reconciliations - Execution of month-end controls - Engagement with various business partners to resolve issues Requirements: - Postgraduate degree or Accounting qualification - 8-12 years of Industry, Finance, or Product Control experience - Strong communication, organization, and interpersonal skills - Analytical and problem-solving abilities - Ability to manage multiple tasks and responsibilities - Proficiency in Excel and accounting concepts - Familiarity with Global Market business - Experience with emerging technologies preferred Desired skills: - Ability to work in a high-pressure environment - Proactive approach to process improvement - Strong team player - Independent problem-solving skills Work Timings: - 11:30 AM to 8:30 PM Job Location: - Hyderabad / Gurugram If you are looking for a challenging yet rewarding opportunity to contribute to Responsible Growth in a dynamic environment, we invite you to join our team at Bank of America.,

Job summary As a Vice President in Sales and Marketing, you will be responsible for independent client coverage which will include maintaining and developing key client relationships. This role will also involve ideation, marketing and execution of flow and structured products. A Vice President is expected to have deep understanding of products including structured derivatives and working understanding of corporate banking products with an ability to navigate client conversations involving these topics and independently generate and maintain client relationships across the treasury space. In addition, you will be required to work with business partners in trading, structuring and banking to provide comprehensive client coverage across the platform. Job responsibilities Developing and maintaining and key client relationships with the objective of client profitability across FX, Rates and Investments. Ideation, marketing and execution of structured products. Partner with stakeholders in trading, structuring, transaction and trade and corporate banking to provide comprehensive client coverage across the platform. Develop derivative sales and marketing skills in junior team members Required qualifications, capabilities, and skills A strong FX and Derivatives market knowledge is necessary 6+ years of experience in sales and product responsibilities Strong ability to partner with internal stakeholders including corporate banking, structuring, trading and other product teams Developed and established relationships with key Corporate clients Strong understanding of market regulations applicable to FX and Rates products Strong understanding of fundamental product knowledge and market structure Preferred qualifications, capabilities, and skills The candidate needs to be able to deal confidently with people at all levels in the organization Clear, logical thinker with strong qualitative skill set including effective communication and presentation Strong team player that partners well with principals of the platform including Research and Trading Ability to engage with clients, understand their exposures and maintain relationships.

Act as a technical reference point for the Fund business to various Amicorp offices, clients and third parties; Attend client meetings and provide technical support to the sales team. Ensure optimal funds business structuring fund administration (AIF), Estate and succession planning, Trust structuring, family trust clients Draft / co-ordinate drafting of legal and regulatory documents leading to the launch of new funds / related products and Estate and succession planning, Trust structuring, and family trust clients Analyze, assess and suggest business structures and transactions, including funds and structured products Continuous review and suggesting clients on existing structures improvements Draft, review and/or approve commercial, legal, fiscal and regulatory agreements and documents Act as primary contact with clients and other related parties; Adopt a pro-active and can-do approach with clients. Serve as the primary point of contact for a portfolio of fund administration clients, family trust clients, and Estate and succession planning etc. building and maintaining strong, long-term relationships. Conduct regular meetings with clients to understand their fund administration needs, regulatory requirements, and reporting preferences. Ensure clients are informed about the full range of fund administration services available and provide expert guidance on best practices. Interpret the data and answer queries that might arise from the Investment Manager or investors regarding the financial statements of a fund and in particular its portfolio investments, fee calculations and NAV per share. Effectively participate in cross departmental projects such as investment fund launches, implementation of new law and tax regulations, structural changes and coordinate projects with limited scope. Assist operational aspects of investment fund set ups and liquidation. Participate to the writing down or to the review of Operating Memoranda, various agreements and resolutions, specific policies, procedures and jurisdictional and product memos

Have a Master s/Bachelors degree or equivalent in Finance, Engineering, or similar fields. The candidate should have knowledge of all investment product types, including those used for fixed income mandates (e.g., structured products and credit derivatives). Minimum 1 - 3 years of experience Required. Basic understanding of concepts like VaR, Stress Testing, Back Testing etc. Understanding of portfolio performance calculations and performance reports associated with accounts and composites. Analytically inclined, with knowledge of programming (example Python) being an added advantage. Ability to perform financial/mathematical calculations (or analysis) using MS Excel or other relevant tools. Knowledge of financial instruments, markets & analytical understanding. Ability to work under pressure, perform multiple tasks in a fast-paced, team environment, organize & prioritize workflow. Flexible to work in rotational shift including US shift hours.

Investment Products specialist for Structured Products business Minimum 10 years of experience of in the area of Investments and Structured products Excellent skills in using Bloomberg tools, excel and Pricer tools Excellent communication (written and oral) and interpersonal skills Able to work independently and in a team environment Ability to effectively review reports and analyze figures CFA charter holder or working toward the charter is a plus Strong client focus mindset Drive the Structured Products (SP) business across Private Banking and Mashreq Gold segments of the Retail Banking Group. The SP specialist will work closely with relevant departments (e.g. Treasury teams across various underlying asset classes, Compliance, Market Risk) as well as 3 rd party providers to enhance the overall Structured Products proposition for the bank The role includes tracking trends in the global markets across different asset classes, tracking the existing Structured Products portfolio performance, interacting with trading desk, Credit, & Risk teams, generating new investment ideas, adding new SNs, prepare product notes, getting LTV approvals, monitoring Auto call levels and schedules for the underlying exposures. Work closely with the investment specialist team to generate focus lists out of the Structured Products universe based on quantitative and qualitative analysis using databases, Bloomberg and other sources To provide overall support for Wealth Management Activity involving Product Design and Presentations, Process design, data Analysis and Research related to financial Markets. To support Wealth Related Projects which will require a very good understanding of order management and execution, Product BRDs & UATs, client profiling, Investment suitability and Risk rating investment Products. Managing Compliance approvals and ensuring all regulatory obligations are fulfilled

Position: Principal Family Office Relationships (East & Central India) Location: Kolkata, Bhubaneswar, Varanasi, or similar regional hubs (Full-Time, Onsite in Kolkata) Function: Capital Partnerships | Family Office Relationship Management | Investor Expansion Reports To: Head Capital Partnerships and Managing Partner Level: Principal / Senior Relationship Manager About Artha Artha is building India s most performance-driven, multi-asset investment platform. With over 1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India s most respected family offices and institutional LPs. Our platform includes: Artha Venture Fund (AVF) Artha Continuum Fund (ACF) Artha Select Fund Artha Quest Fund Artha Prime Fund We are expanding our capital partnerships team with regionally embedded, execution-first professionals who understand the family office ecosystem deeply. Role Overview This is a Principal-level role focused on East and Central India , including West Bengal, Odisha, Assam, Bihar, Jharkhand, Chhattisgarh, Uttar Pradesh, and surrounding regions. You will: Manage 200 300 UHNI and family office relationships across this geography. Build, retain, and grow capital allocations across Artha s platform. Act as a strategic advisor, not just a fundraiser advising on capital deployment, co-investments, structured products, and follow-ons. Own investor experience: reporting, engagement, retention, and referrals. This role is for a deeply trusted capital partner who has proven credibility in regional family office circles. What You Will Execute 1. Regional Capital Engagement Activate warm network across East and Central India. Execute disciplined investor qualification, engagement, and conversion. Pitch across venture, private equity, and structured capital strategies. 2. Relationship Management & Retention Serve as a single point of contact for investor questions, reviews, and decisions. Drive deep retention via consistent communication and relationship development. Coordinate investor briefings, events, and strategic touchpoints. 3. Strategic Advisory Offer capital guidance on AIFs, structured debt, and other alternative allocations. Act as an internal advocate for investor needs across Artha funds. 4. Reporting & Coordination Maintain CRM rigor and reporting hygiene. Interface with fund ops, legal, and leadership on investor delivery. Who You Are 10+ years in private wealth, family office, or capital advisory Based in or deeply networked across East and Central India Managing 100+ UHNI/family office relationships with proven allocation outcomes Known for capital discipline, clarity, and long-term trust relationships Able to advise on structured capital, alternatives, and multi-asset investment strategies Seeking a performance-linked platform where you are accountable for capital outcomes Compensation Structure 45,00,000 - Total compensation 36,00,000 - Fixed annual salary 4,00,000 - Retention bonus (paid annually) 5,00,000 in ESOPs granted annually (each annual grant comes with its own vesting schedule) Uncapped commission structure based on capital raised, retained, and expanded Performance bonus and discretionary carry (based on AUM-linked KPIs) This role is designed for professionals targeting 2x+ annual earnings via fundraising performance. All comp structures are fixed at band and non-negotiable on entry. Strategic Target This role supports Arthas push to grow our platform to 10,000 crore+ AUM by 2030 . Success will be measured by: Net new capital raised Retention of capital across fund cycles Expansion across Artha offerings Referral-driven network growth

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Job Description - As the NRI Relationship/ Wealth Manager , you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved. The person who is passionate to disrupt NRI space should definitely apply. Min 2- 5 years of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role. Understanding of various financial products PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these. A product mindset - understanding of how processes can be digitised. Experience in NRI Wealth/ Investments space would be an advantage. Proficiency in English, CRM, Excel and PPT. Compensation - exciting incentive structure Location Gurgaon Show more Show less

Line of Service Advisory Industry/Sector Not Applicable Specialism Risk Management Level Associate Job Description & Summary At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. Those in internal audit at PwC help build, optimise and deliver end-to-end internal audit services to clients in all industries. This includes IA function setup and transformation, co-sourcing, outsourcing and managed services, using AI and other risk technology and delivery models. IA capabilities are combined with other industry and technical expertise, in areas like cyber, forensics and compliance, to address the full spectrum of risks. This helps organisations to harness the power of IA to help the organisation protect value and navigate disruption, and obtain confidence to take risks to power growth. *WhyPWC AtPwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes forour clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences foreach other. Learn more about us . AtPwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firms growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. " Job Description & Summary: Exciting Career Opportunity in Risk Consulting . Responsibilities: Good understanding of capital market related products in fixed income, investment banking and/or global capital market products such as Derivatives (Listed Options, Futures, Rates, Credit, Equities and Structured Products), Bonds and Futures etc. Understanding of the trade lifecycle Attention to detail, good documentation and writing skills Team player with ability to work independently in a fast-paced environment and within a small team setting Strong analytical skills with ability to accurately and efficiently process information Mandatory skill sets: Experience in Internal Audit with sector experience Global Banking domian Preferred skill sets: O perational risk and/or compliance risk, management framework - RCSA, Controls Testing, Obligations/ Compliance Plan, Internal Loss, KRI management, risk reporting, Third party risk 2. Capital Markets & Investment Banking processes and products - Equities, Fixed Income, Derivatives etc 3. Retail Banking , Corporate Banking 4. First Line of Defence control testing, Second Line control test Investment banking, institutional securities, treasury, trade life cycle, front office , institutional broking, capital markets, derivatives, fixed incomes. Years of experience required : 3 + years Education qualification: CA/MBA/ Bcom Education (if blank, degree and/or field of study not specified) Degrees/Field of Study required: Bachelor of Commerce, Master of Business Administration, Chartered Accountant Diploma Degrees/Field of Study preferred: Certifications (if blank, certifications not specified) Required Skills Internal Auditing Optional Skills Business Banking Desired Languages (If blank, desired languages not specified) Travel Requirements Not Specified Available for Work Visa Sponsorship No Government Clearance Required No Job Posting End Date Show more Show less

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid) Experience : 5 to 15 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-term client relationships through trust and empathy Preferred candidate profile Key Skills : Investment Advisory HNI Relationship Management Portfolio Customization Financial Planning WealthTech Tools / Platforms Market Research & Risk Management Preferred Candidate : Graduate/Postgraduate in Finance/Economics/Business 5-15 years in Wealth Management or Private Banking and have managed large ticket size. Excellent communication & interpersonal skills High EQ with client-first attitude

The Financial Instruments and Technology Group (FIT) at Kroll is continuously developing new and innovative applications to meet clients" needs in staying ahead in marketplaces, analyzing investments, and gaining insights into planned or existing holdings. We are expanding our technology team and seeking engineers with a deep understanding of financial analysis who thrive on building complex, scalable analytic tools for high performance and reliability. We are looking for individuals who can handle multiple projects concurrently and enjoy collaborating with both technical and financial professionals. Our culture is characterized by openness and collaboration, coupled with a drive for tackling new challenges and surpassing client expectations. We have a diverse team of quantitative and technical experts who are receptive to novel approaches and ideas that demonstrate value. As our business grows, new opportunities arise every year. Responsibilities: - Collaborate with a seasoned team of developers, quantitative analysts, and modelers to create scalable, high-performance valuation models and frameworks for various asset classes in collaboration with other financial domain experts. - Design and develop multiple new financial applications from inception to deployment, whether for internal use or client-facing solutions. - Incorporate new modeling techniques and approaches into existing analytics libraries. Essential Qualifications: - Bachelor's or Master's degree in mathematics, hard sciences, quantitative finance, computer science, or engineering. - Minimum of 6 years of professional programming experience (Candidates with advanced academic qualifications, like a Ph.D. or second Master's degree, may be considered with fewer years of relevant experience). - 3-4 years of professional programming experience in Python. - Proficiency in working with large datasets using SQL. - Knowledge of quantitative models in fixed income is advantageous. - Experience in programming languages such as C#, C++, or VBA is a plus. - Experience with Excel modeling. - Familiarity with statistical modeling tools like Python & Pandas or R. - Exposure to various asset classes like private credit, derivatives, and structured products. Prior Work Experience: - Demonstrated ability to program complex analytics (portfolio or project samples required). - Demonstrated ability to abstract and document code (portfolio or project samples required). - Experience using Git for version control and/or Azure DevOps is appreciated. General Skills: - Strong analytical and problem-solving abilities. - Quick mastery of new tasks. - Effective interpersonal, comprehension, written, and verbal communication skills. - Capability to work autonomously. - Exceptional attention to detail, intellectual curiosity, and motivation. - Ability to multitask in a fast-paced, team-oriented environment. About Kroll: Join Kroll, the global leader in risk and financial advisory solutions, with a nearly century-long history of blending trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As part of One Team, One Kroll, you'll be part of a collaborative and empowering environment that can elevate your career to new heights. Ready to contribute to building, protecting, restoring, and maximizing our clients" value Your journey starts with Kroll. To be considered for a position, please apply formally via careers.kroll.com. Kroll is dedicated to equal opportunity and diversity, recruiting individuals based on merit.,

Yubi Securities is looking for a dynamic individual to join our team as a Securities Merchant Banker specializing in fixed income securities. In this role, you will be responsible for executing issuances and pass through certificates (PTC) for both financial and non-financial services entities. You will work closely with regulatory bodies such as NSDL, CDSL, clearing corporations, DPs, and more to ensure compliance and successful execution. Understanding the intricacies of product structuring, documentation, and regulatory guidelines will be key to your success in this role. Key Responsibilities: - Analyze deal requirements and structure deals accordingly to meet investor and client needs - Prepare term sheets, cash flows, and collaborate with legal teams for documentation - Stay updated on laws and regulations pertaining to Yubi's product offerings to facilitate negotiations - Coordinate with various counterparties including issuers, investors, trustees, law firms, rating agencies, stock exchanges, depositories, auditors, etc. - Address inquiries related to cash flows, bonds, and PTC details from investors and issuers - Provide Bond/PTC related inputs and support to Sales/Ops team as needed - Develop and maintain strong relationships with issuers and regulatory bodies to drive innovation and successful trades Requirements: - CA or MBA with 8-10+ years of experience in financial services - Strong understanding of debt capital markets and structured products - Experience in structured finance desks, DCM desks, or bank RMs - Proficiency in mathematics, excel modeling, and analytical skills - Excellent communication and presentation abilities - Detail-oriented with the ability to work effectively under pressure If you are looking to join a team that values transparency, collaboration, and innovation, Yubi Securities is the place for you. Benefits: - Competitive salary - Health insurance - Retirement benefits - Professional development opportunities Join us at Yubi and unleash your potential in the world of financial services.,

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodara, Bengaluru,Hyderabad, Chennai , Kolkata , Kochi , Pune , Udaipur , Jodhpur , Jaipur , Surat.