10 Transaction Execution Jobs

The candidate should be well versed with back-end operation processes pertaining to Mutual Funds, Life and General Insurance, and Fixed Income. You must possess in-depth knowledge of all processes related to different financial asset classes. It is required to create and update product process flow charts to ensure smooth and error-free processes. Experience in handling various portals related to investment execution of different financial companies, particularly the BSE Star Platform for Mutual Fund transactions, is essential. Your responsibilities will include daily online/offline execution of Mutual Funds, Insurance, General Insurance, and Fixed Income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation. You will be responsible for preparing and maintaining daily transaction reports and MIS. Additionally, you will need to coordinate with various companies regarding any transaction or client-related issues, as well as with processing houses to resolve queries related to transactions. Multitasking and ensuring high-speed error-free transactions are crucial aspects of the role. Furthermore, you will be expected to coordinate with clients to resolve transaction or query-related issues. Requirements: Experience: - 2-4 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations Qualification: - Graduation/MBA/BBA with at least 65% marks along with certification in various asset classes Skills: - Humble and soft-spoken - Excellent command over verbal and written English communication - Expertise in Excel and PowerPoint - High customer orientation - Willingness to stretch as per workload - Experience in handling ticketing systems - Strong ownership attitude towards work and tasks assigned CTC: As per experience and industry standards.,

As a dynamic and relationship-driven professional, you will be responsible for leading the Client Coverage & Deal Origination vertical. Your role will involve spearheading business development efforts, managing investor and promoter relationships, and overseeing the end-to-end execution of mandates. To excel in this position, you must engage closely with C-suite stakeholders and possess a deep understanding of the investment banking landscape across various sectors. Your key responsibilities will include leading the Client Coverage Vertical, driving deal origination initiatives, identifying new business opportunities, and onboarding mandates across different sectors and deal types such as structured finance, private equity, M&A, and capital raising. You will also be expected to build and nurture relationships with promoters, board members, institutional investors, and fund houses. Being the face of the firm with clients, you will lead discussions with CXOs and senior stakeholders, develop business development strategies, expand the client base through networking and relationship building, and ensure seamless coordination across internal execution, sector teams, and external stakeholders. Additionally, you will represent the firm in client pitches, investor roadshows, and strategic discussions, working closely with the Investor Relations vertical to execute transactions on both buy-side and sell-side. To be successful in this role, you should have a minimum of 15 years of total experience with at least 10 years in Investment Banking, Fund Houses, Banks, or Financial Institutions. You must have a proven track record in client origination, investor co-ordination, and managing large corporate relationships, as well as experience in heading a team/vertical and successfully closing transactions. An MBA, CFA, CA, or MFA is preferred for this position. Your skills and attitude should include strong leadership, team-building, and communication skills, excellent relationship management and interpersonal skills, high aptitude in written and spoken English, a go-getter mindset with the ability to independently drive transactions, and a deep industry understanding across sectors such as Infra, Energy, Pharma, Real Estate, and others. Prior experience in Investment Banking or Investment Advisory is a must for candidates applying for this role. This position is open to candidates willing to work at any location within South India.,

Position Summary We are seeking a highly motivated and detail-oriented Junior M&A Executive to join our dynamic Corporate Development team. In this role, you will play a key role in the execution of our M&A strategy, contributing to the identification, evaluation, and execution of acquisitions that align with our company's growth objectives. This is an excellent opportunity for someone with a passion for finance and a strong interest in the Cybersecurity, Data, and AI sector to gain hands-on experience in the exciting world of M&A. Responsibilities Deal Sourcing and Screening: Conduct comprehensive market research and industry analysis to identify potential acquisition targets Develop and maintain a database of potential targets, including key company information and financial data Utilize various resources (databases, industry publications, networking) to source new opportunities Perform initial screening of potential targets based on predefined criteria Due Diligence and Valuation: Assist in the due diligence process by collecting and analyzing financial statements, contracts, and other relevant documents Build financial models to evaluate the financial performance and valuation of target companies Conduct research on comparable transactions and market multiples Prepare presentations and reports summarizing due diligence findings and valuation analysis Transaction Execution: Support the negotiation of transaction terms and conditions Coordinate with legal, accounting, and other internal teams to ensure smooth deal execution Assist in the preparation of closing documents and post-acquisition integration planning Other Responsibilities: Monitor industry trends and the competitive landscape Stay abreast of M&A best practices and regulatory changes Perform ad-hoc projects as assigned Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field 13 years of experience in investment banking, corporate development, or a related field (internships included) Strong analytical and financial modeling skills Excellent research, communication, and presentation skills Ability to work independently and as part of a team Strong work ethic and attention to detail Bonus Points Experience with valuation methodologies (DCF, precedent transactions, etc.) Familiarity with M&A legal documentation CFA or other relevant certifications (in progress is acceptable)

You are a highly motivated and results-driven Investment Banking Manager with a strong background in calling, selling shares, and a passion for sales in the financial services industry. With at least 4-8 years of experience in a similar role within the investment banking or securities industry, you are eager to contribute to our growing business. Your key responsibilities will include actively engaging with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions. You will proactively sell equities, securities, and financial products to institutional and retail clients, identifying opportunities to cross-sell and increase revenue streams. Staying updated with the latest market trends and financial news will enable you to provide insightful recommendations to clients and identify investment opportunities. Managing the execution of trades, ensuring timely and efficient order placements and follow-ups, will be crucial. Building and maintaining strong client relationships to drive repeat business and increase client satisfaction will also be part of your role. Additionally, maintaining accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards is essential. You should possess 4-8 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry. Strong communication, negotiation, and presentation skills are required, along with the ability to build rapport and effectively sell financial products. A solid understanding of financial markets, equity securities, trading platforms, and investment products is essential. A sales mindset, driven and target-oriented nature, along with a passion for growing business are qualities that will make you successful in this role. A degree in Finance, Economics, Business, or a related field along with professional certifications will be beneficial. Attention to detail is necessary to manage multiple client accounts and transactions while ensuring accuracy and timeliness. Being a team player is crucial, as you will work collaboratively with internal teams, including traders, analysts, and senior bankers. Desired attributes include being proactive and self-driven, comfortable with cold calling and reaching out to potential clients to generate new business. A strong work ethic with a relentless drive to achieve sales targets and exceed expectations is highly valued. Adaptability is key to quickly adjust to changes in the market and client requirements. If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you!,

As a Senior Manager / AVP Investments (Real Estate) at our esteemed client, a leading Asia-focused real estate conglomerate, you will play a key role in the development of large-scale office parks, data centers, and logistics assets across India and the GCC region. Backed by a robust institutional ecosystem, our client is actively expanding their investment portfolio across core and emerging real estate asset classes. With a minimum of 10+ years of experience in the Indian real estate market, you will bring a solid real estate background, exceptional financial modeling capabilities, and a track record of executing complex transactions. Preference will be given to candidates with exposure to GCC markets and backgrounds in REITs, private equity funds, developers, investment advisory firms, or international property consultancies (IPCs). Your responsibilities will include leading end-to-end real estate investment transactions, from sourcing to deal closure, building advanced financial models for investment underwriting and business planning, developing and executing asset management plans, monitoring asset performance, preparing investment memos and presentations, identifying value creation opportunities, and ensuring smooth transaction execution and compliance by liaising with legal, finance, and external advisors. Prior experience with GCC market transactions and a strong understanding of local regulatory environments will be advantageous in this role. The compensation offered for this position is 55 LPA (Fixed) with a 25% variable component. Join us in this exciting opportunity to drive performance and strategic portfolio optimization in the real estate investment sector.,

The Investment Banking Analyst role requires you to undertake various responsibilities to support the firm's investment activities. Your primary responsibilities will include conducting market and industry research, sourcing and evaluating potential deals, financial analysis and modeling, transaction execution, strategic engagement and fundraising support, client and stakeholder engagement, as well as internal collaboration and knowledge development. In terms of market and industry research, you will be responsible for conducting in-depth sector research, tracking key developments, and identifying potential acquisition or investment targets. You will also play a crucial role in building and maintaining a robust deal pipeline, evaluating startups, and interacting with founders to identify high-potential opportunities. Financial analysis and modeling will be a significant part of your role, involving the development and maintenance of detailed financial models and projections, analysis of company financial statements, and conducting scenario planning and sensitivity analysis. You will also support transaction execution by assisting in the preparation of various documents and coordinating due diligence processes. Additionally, you will engage in strategic activities such as organizing and participating in networking events, preparing pitch materials, and supporting investor engagement and fundraising efforts. Client and stakeholder engagement will also be a key aspect of your role, where you will collaborate with senior bankers, manage client communication, and build relationships with various financial stakeholders. Moreover, you will work closely with internal teams to ensure aligned execution of mandates, contribute to building internal resources, and stay updated on industry best practices and evolving regulatory frameworks. The qualifications required for this role include a graduate degree in Finance, Economics, Accounting, MBA, or a related field, along with prior internship or full-time experience in relevant areas. Proficiency in Excel, PowerPoint, and financial databases is essential, and having CFA Level I/II is a plus. Strong analytical, quantitative, problem-solving skills, as well as excellent written and verbal communication abilities, are also necessary for this position. This is a full-time position with benefits such as Provident Fund, and the work location is in person during day shifts.,

The Credit Portfolio Analyst II position at our organization involves conducting credit reviews, credit approval, and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. Your primary objective will be to manage Citi's portfolio exposure to clients and counterparties globally. Responsibilities: - Conduct risk assessments and client credit analyses, review financial results and peer analyses, and prepare financial projections. - Prepare green-light and transaction approval memos, conduct due diligence, build cash flow models, and conduct sensitivity analyses. - Escalate credit concerns/updates to senior risk and business managers, propose risk mitigation actions, and stay continuously informed of related developments/news for the portfolio and industry covered. - Assist with portfolio review preparation and conducting stress tests. - Build working relationships with various teams across the bank, including deal, coverage, and product teams. - Appropriately assess risk when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. Qualifications: - 2+ years of experience in credit risk analysis or corporate banking. - Experience in financial analysis, accounting, and valuation. - Knowledge of accounting, corporate finance, financial modeling, credit and banking products, credit analytics, risk assessment, and transaction execution. - Consistently demonstrate clear and concise written and verbal communication. - Proven ability to work with little direction and in a team. - Demonstrated accountability, self-motivation, and business acumen. Education: - Bachelor's degree/University degree or equivalent experience. The Regulatory Risk Analyst II role involves portfolio monitoring and identifying credit trends by organizing and analyzing large amounts of data and providing in-depth and sophisticated analysis to influence key business decisions within the Risk Management team. Responsibilities: - Contribute to the development of new techniques and improvement of processes by applying in-depth disciplinary knowledge within Risk Management. - Utilize Statistical Analysis System (SAS) in a UNIX environment for risk, financial, and data analyses. - Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects. - Participate in developing and ensuring regulatory compliance and assist in the implementation of policies and processes. - Manage risk levels for the entire credit spectrum and prepare risk management presentations for senior management. Qualifications: - 2+ years of relevant experience. - Knowledge of consumer/commercial cards risk analytics. - Ability to apply credit and risk principles toward business goals. - Demonstrated ability to synthesize, prioritize, and drive results with a sense of urgency. - Experience in using analytical packages like SAS, Essbase, MS Office (Excel, PowerPoint), Tableau. - Ability to provide innovative solutions to core business practices and develop partnerships across multiple business areas. Education: - Bachelor's/University degree with specialization in a quantitative discipline: Statistics, Mathematics, Economics, Econometrics, Management, Engineering preferred. Citi is an equal opportunity and affirmative action employer, providing career opportunities to all qualified interested applicants. If you are a person with a disability and require a reasonable accommodation, review Accessibility at Citi for assistance.,

• Product Sales: structured finance products • Structuring & Execution • Client Engagement: Build and maintain strong relationships with CXOs and senior leadership • Credit Analysis • Market Intelligence

Candidates should have at least 7-8 years of prior experience in Equity Capital Market (ECM)/Merchant Banking Division, including Valuation related services. The candidate shall have hands on experience of the following areas: IPOs/Rights Issue/QIP/Open Offer/ Buyback/ Delisting Restructuring Analysis and Examining Financial Statements Business/Regulatory/Transaction/ESOP Valuations Valuation of Goodwill and Other Intangible Assets Role & Responsibilities: The candidate will be responsible for all aspects of planning and managing engagements, including data gathering, research, financial analysis, and preparing and/or coordinating complex written and verbal materials, pitch decks, regulatory presentation, transaction execution, financial due-diligence and other merchant banking activities. The candidate will be working directly with the client and the senior team. As the company continue to grow, the candidates input will be essential for technical matters and operational needs. Qualifications and Requirements: Experience of 7-8 years within the core ECM & Valuation group of a leading Merchant Bank. Master’s degree in Finance - CA/CFA/MBA(Finance) Dual Certifications shall be preferred. Well versed with applicable SEBI, Income Tax, FEMA Regulations Good quantitative, written, presentation and communication skills. Problem solving ability and able to deliver in given timeline

Investment Banking Division works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas Industry Group Coverage Banking works in developed and emerging markets worldwide to deliver banking services for a wide range of industries. Our team approach to client service enables our bankers to play an important role in building relationships and executing transactions. Classic investment bankers have expertise advising clients across industries, regions and products. Teams are organized by industry group, including Consumer Retail Group, Financial Institutions Group, Financial and Strategic Investors Group, Healthcare, Industrials, Natural Resources, Real Estate, and Technology, Media and Telecom, as well as by region, country and company size as part of the Cross Markets Group The Classic IBD team in India is looking for a VP to join the group to be based in Mumbai. SKILLS & EXPERIENCE MBA / Bachelor's degree from a high quality educational institution Minimum 10 years of investment banking or equivalent experience History of outstanding academic and professional achievement Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions.