160 Equity Dealer Jobs in Chennai

Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Interested Candidates Share your resume Whatsapp-8248541367 email- karishma@avaniconsulting.com

Role Overview: Kaleidofin is a fintech platform that is dedicated to building a digital ecosystem to ensure access to finance for everyone, everywhere. As a Fundraising & Investment Associate at Kaleidofin, you will play a crucial role in securing capital to support the company's growth and impact. This role requires a combination of strategic thinking, financial expertise, and strong communication skills to effectively manage investor relationships and financial models. Key Responsibilities: - Support equity fundraising initiatives from institutional and impact investors - Identify and apply for grant funding opportunities aligned with emerging markets work - Build and manage a pipeline of prospective investors and funding partners - Develop detailed financial models, revenue forecasts, and business plans - Prepare compelling investor presentations, pitch decks, and investment memos - Manage due diligence processes and coordinate with legal, finance, and compliance teams - Track market trends, investor sentiment, and funding benchmarks in the FinTech and impact investing space Qualifications Required: - Masters degree in finance, Business, Economics, or related field - MBA, CA (or CAs in the making) or CFA (Level II or above) is a strong advantage - 2-5 years of experience in fundraising, investment banking, venture capital, or financial planning - Advanced Excel skills with experience in financial modeling and forecasting - Proficiency in PowerPoint and other presentation tools - Strong written and verbal communication skills - Self-starter with the ability to work independently and collaboratively in a fast-paced environment - Passion for financial inclusion and emerging markets is a big plus Additional Company Details: Kaleidofin has raised over USD 40 million in equity from investors committed to financial inclusion and impact. The company has been recognized internationally for its innovative approach and has received accolades such as being featured on the Forbes 100 To Watch in Asia list. Kaleidofin also invests in its culture and team growth, evident in its recognition as a Great Place to Work for multiple years. To learn more about Kaleidofin, visit their website at [https://kaleidofin.com](https://kaleidofin.com).,

As a Senior Accountant in our organization, you will play a crucial role in ensuring the accuracy of financial reporting and compliance with regulatory standards. Your strong financial acumen and technical accounting skills will be vital in managing complex accounting tasks. By working closely with management, you will provide valuable insights into budgeting and financial performance, thereby contributing to the overall financial strategy of the company. Key Responsibilities: - Prepare and analyze monthly financial statements in compliance with GAAP. - Manage the general ledger accounting process, including journal entries and reconciliations. - Conduct account analysis and promptly resolve discrepancies. - Collaborate with cross-functional teams for budget development and monitoring. - Utilize accounting software like Xero for maintaining accurate financial records. - Assist in preparing reports for private equity stakeholders. - Offer technical accounting guidance and support during audits. - Continuously enhance accounting processes and systems for improved efficiency. Qualifications Required: - Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred. - Minimum of 5 years of experience in accounting or finance, focusing on technical accounting. - Proficiency in Excel and experience with various financial software applications. - Strong understanding of budgeting processes and general ledger accounting principles. - Previous experience in private equity environments is advantageous. - Excellent analytical skills with keen attention to detail and accuracy. Joining our team as a Senior Accountant will allow you to leverage your expertise to drive financial excellence within the organization. We are excited about the opportunity to review your application! Contact: 9884557533 Job Type: Full-time Schedule: Day shift Work Location: In person,

Role Overview: As a seasoned Murex professional joining Mizuho Global Services Pvt Ltd's Capital Markets Technology team, you will have the opportunity to work across Front Office, Middle Office, and Back Office functions. This role will allow you to lead transformative initiatives, collaborate with global teams, and contribute to shaping the future of financial technology. Key Responsibilities: - Configure and provide support for Murex modules within FO/MO/BO workflows. - Collaborate with traders, risk managers, and operations teams to gather requirements and deliver effective solutions. - Manage trade lifecycle processes, including pricing, trade capture, risk analysis, settlements, and reporting. - Lead system integration, testing (SIT/UAT), and offer production support. - Ensure compliance with global regulatory standards such as FRTB, Basel, EMIR, HKMA, and CFTC. - Drive upgrades, cloud migrations, and performance tuning across environments. Required Skills: - 8+ years of hands-on experience with Murex MX.3. - Strong functional knowledge in FX, MM, IRD, Equities, and Fixed Income. - Expertise in modules like E-tradepad, Simulation Viewer, Datamart, MxML Exchange, and Back Office workflows. - Proficiency in SQL, Unix/Linux scripting, XML, and cloud platforms (AWS/Azure). - Excellent communication and stakeholder management skills. Preferred Skills: - Experience with risk metrics (VaR, VA, PFE), regulatory reporting, and familiarity with DevOps/Agile methodologies. - Prior exposure to cloud migration, performance testing, and CI/CD pipelines. What's in it for you - Immense exposure and learning opportunities. - Excellent career growth prospects. - Work alongside highly passionate leaders and mentors. - Ability to be involved in building initiatives from the ground up. Apply Now: If you are prepared to advance your Murex career and be part of a dynamic team, send your resume to mgs.rec@mizuho-cb.com and take the next step towards connecting with us.,

In this role, you will be working within the Reconciliations team to ensure the integrity of custody and cash position data is maintained within the internal systems through daily reconciliation processes. Your main responsibilities will include complete reconciliation, investigation, and allocation of all breaks within set SLAs and deadlines. This role requires you to thrive in a fast-paced environment with a strong emphasis on meeting tight deadlines. Having a strong interest in learning and harnessing technology will be beneficial for your success in this role. Your key responsibilities will include: - Being accountable for allocated portfolios and proactively investigating and following up on queries from internal stakeholders, clients, counterparties, custodians, and administrators. - Performing custody transaction and position reconciliation against internal records, maintaining ownership of daily cash and stock breaks by investigating differences, and monitoring timely resolution with processing teams and custodians/administrators. - Performing outstanding OTC bilateral collateral and position reconciliation, outstanding fixed deposit positions between internal and counterparty records, and monitoring breaks resolution in a timely manner. - Validating and updating internal records with relevant transactions, such as fees and income, working through high volumes, prioritizing and managing workload according to risk or deadlines, meeting the needs of business partners and internal clients. - Assisting in staff training, providing specialist product knowledge, and contributing to department and company initiatives and projects. Qualifications required for this role: - Prior experience in reconciliations or investment accounting. - Strong and proven investigation skills with the ability to liaise with internal and external parties. - Familiarity with equities, fixed income, and derivative products. - Proficiency in basic software including MS Excel. - Wider experience in Asset Management and understanding of the end-to-end asset lifecycle. - Understanding of operational risks and control frameworks. - Prior experience with Aladdin and Tri-Optima is advantageous. - Strong analytical and problems solving skills, ability to manage time effectively, open to feedback and change, and continuously seeking self-improvement opportunities. - Excellent communication and interpersonal skills, being a strong team player able to develop and manage relationships with global internal departments and external counterparties. - Ability to adapt to changes quickly and advocate for an innovative culture within the team. The role requires all responsibilities to be performed with the highest levels of integrity, quality, and transparency, promoting the success of the Company. This includes considering the interests of key stakeholders, including clients, employees, regulators, suppliers, and society as a whole. Establishing appropriate oversight and control structures for all areas under your control is essential.,

As a Product Owner (PO) / Business Analyst (BA) in the Capital Markets domain, your role will involve owning the backlog and working closely with the Product Lead and Technology Owner in prioritizing, creating, and refining the backlog. You should be well-versed in Requirement Elicitation, Prioritization, understanding the Scope, Gap Analysis, Stakeholder analysis & Management, Sprint Planning, Sprint Review, and Product Backlog Management. Your proficiency in story writing to support both business and technical requirements for feature development, Production stability, security, and resiliency requirements will be crucial. Additionally, you should be proficient in creating Business Requirement Document, Functional Requirement Document, Use Case specification Document, Workflows, and Implementation guides. Testing and accepting stories will also be part of your responsibilities. It is important that you possess a complete understanding of SDLC processes and Agile/Waterfall methodologies. Key Responsibilities: - Own the backlog as a Product Owner (PO) / Business Analyst (BA) - Collaborate with Product Lead and Technology Owner on backlog prioritization and refinement - Conduct Requirement Elicitation, Prioritization, Scope understanding, Gap Analysis, Stakeholder analysis & Management - Participate in Sprint Planning, Sprint Review, and Product Backlog Management - Write stories to support business and technical requirements - Create Business Requirement Document, Functional Requirement Document, Use Case specification Document, Workflows, and Implementation guides - Test and accept stories - Apply knowledge of SDLC processes and Agile/Waterfall methodologies Qualifications Required: - 4 to 14 years of experience in Capital Markets, Investment Banking, Asset & Wealth Management, Securities Services, Trading, Clearing & Settlement - Expertise in Equities, Bonds (Fixed Income), Mutual Funds, Derivatives (Futures & Options) - Strong SDLC skills with experience in Product Ownership and Business Analysis - Proficiency in Requirement Elicitation, Stakeholder Management, and Agile methodologies - Excellent communication and collaboration skills to work effectively with cross-functional teams (Note: Additional details about the company are not provided in the job description.),

As a PC Prime Equities Analyst at Barclays, you will play a crucial role in collaborating with the Line PC team to ensure the completeness and accuracy of the books and records, including P&L and Balance Sheet substantiation and reporting. Your role will involve working towards creating the future rather than just anticipating it. Key Responsibilities: - Reconcile daily profit and loss (P&L) figures for trading desks to align with valued positions in the trading book, and investigate and resolve any discrepancies to reflect the true economic value of the trading portfolio. - Support the identification, assessment, and mitigation of trading risks, reporting on financial risks to senior colleagues. - Maintain and analyze the bank's trading data for accuracy and consistency, providing insights to traders and senior colleagues on trading performance. - Prepare and submit regulatory reports to authorities, support external audits, and ensure trading activities are accurately reflected in financial statements. - Effectively communicate complex financial information to traders, risk professionals, senior colleagues, and external stakeholders. - Collaborate across functions to ensure a coordinated approach to trading activities. Qualifications Required: - Experienced with MS Office toolkit. - Qualified accountant. - Excellent communication and presentation skills in both formal and informal settings, with the ability to interact globally with regions like UK/US. - Strong control awareness to identify and escalate potential control breakdowns and streamline processes effectively. (Note: Additional details of the company were omitted from the Job Description),

Role Overview: As a candidate for the Operations role in Chennai, your primary responsibility will be managing custody services offering, including client service management, transaction processing & monitoring, reporting, and operational risk reporting. Key Responsibilities: - Have a good knowledge of Equities and Fixed income products and understand the Trade life cycle - Ensure timely pre-matching of trades and update status to clients/Agents/Brokers within agreed timelines - Inform clients/Brokers on required amendments and follow up for necessary actions - Adhere strictly to Maker/Checker controls and follow the activities checklist - Identify and highlight open risk areas, informing management and working towards risk mitigation - Manage the team effectively to complete E2E BAU by EOD - Support risk and audit activities - Regularly follow up with agents until trades are settled in the market - Collaborate with Projects and technology team for process automation - Stakeholder management Qualifications: - Bachelor's degree in Banking/Finance/Information Technology or a similar subject or comparable professional training About Standard Chartered: Standard Chartered is an international bank committed to making a positive difference for clients, communities, and employees. They value diversity, inclusion, and continuous growth. If you're seeking a purposeful career in a bank that drives commerce and prosperity, Standard Chartered is the place for you.,

As an Applications Development Senior Programmer Analyst at Citigroup, your role involves participating in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. Your main objective is to contribute to applications systems analysis and programming activities. Responsibilities: - Conduct tasks related to feasibility studies, time and cost estimates, IT planning, risk technology, applications development, and model development - Monitor and control all phases of the development process including analysis, design, construction, testing, and implementation - Provide user and operational support on applications to business users - Utilize in-depth specialty knowledge to analyze complex problems, evaluate business and system processes, and industry standards - Recommend and develop security measures post-implementation analysis - Consult with users/clients and technology groups, recommend advanced programming solutions, and assist in system installation - Ensure essential procedures are followed and help define operating standards and processes - Serve as an advisor or coach to new or lower-level analysts - Operate with a limited level of direct supervision - Exercise independence of judgment and autonomy - Act as a subject matter expert to senior stakeholders and/or other team members - Appropriately assess risk in business decisions, safeguarding the firm's reputation and assets Qualifications: - 9+ years of experience in RDBMS, MS SQL/T-SQL, Database design, writing Stored procedures/triggers/functions, Query Tuning & Optimization, SQL Profiler & Stored procedure debugging & investigation - Proficiency in Data Analysis, Extraction and Loading, Database planning, design, and maintenance - Knowledge of Data Structures - Familiarity with Programming Languages such as C#, .Net, Asp.Net, MVC, Windows Services, C++, HTML, CSS, and JavaScript - Understanding of Principles of Programming language, Software Engineering, Object-oriented programming (OOPS), operating systems, and object-oriented analysis and Design - Experience with Integrated development environment using MS Visual Studio & MS SQL Server Management Studio - Knowledge of Security services domain including life cycle of securities transactions and principles of equity markets Education: - Bachelors degree/University degree or equivalent experience This job description offers a high-level overview of the work you will be performing. Other job-related duties may be assigned as required.,

Dear Candidate,   Greetings From"APEX SERVICES"   Designation- Assistant manager/Deputy manager   Role-Equity Dealer   CTC- upto- 6 LPA + incentive + Other benefit  BranchDealing ROLES& RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. 5)NISM 8 certification is mandatory. 6)Graduate / Post graduate with minimum 1yr exp in Equities.  Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role you can also call on 7991680640.

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - UPto- 6 lpa Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)  Skills: - 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.  Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can call also on 7991680640.

Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and  Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com

 The main goal of  public health nurse job description is to attract qualified candidates that match your hiring needs. An introduction to your organization should be your first step. Share some background information on your history and mission, the current amount of staff and patients you employ, and whether this position is open to local applicants only.Public Health Nurse Job Responsibilities: To make the recruitment process easier, include a list of mandatory job responsibilities so candidates can determine if they are qualified for the position. Some examples could include:    Assesses health care trends in communities.    Collaborates with emergency response planning and training.    Works with public health officials to help communities receive care.    Provides immunizations and health screenings in the community.    Provides patient and community education.    Monitors and delivers high quality patient care.    Records and analyzes medical data in various communities.    Evaluates the health of patients and creates treatment plans.    Participates in evaluation and documentation of patients and care.    Assists in developing, evaluating, and implementing professional development education.    Refers patients to other providers as needed.    Manages budgets of public health facilities.

Dear Candidate,   Greetings From "APEX SERVICES"   Designation- Assistant manager/Deputy manager   Role- Commodity Dealer   CTC- Upto- 5 LPA + incentive + Other benefit    ROLES & RESPONSIBILITIES: Execute commodity trades accurately and efficiently during night hours. Monitor and analyze commodity market trends and news. Maintain up-to-date knowledge of market conditions and trading strategies. Communicate effectively with clients and colleagues to provide updates and reports. REQUIREMENT: A Graduate Commodity /Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. NISM 16 certificate. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

Dear Candidate,  Greetings from "APEX SERVICES"  Role- Equity Dealer  CTC- Upto-6 LPA + incentive + other benefit  ROLES ANS RESPONSIBILITIES 1) Trading on behalf of the clients.2) Building relationships with clients & educating them about Investments.3) Client Acquisition as per targets and cross selling of 3rd party products.4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory.2) Prior experience of working in a similar set up preferred.3) Should be willing to work in a target driven role & should be a go better.  Kindly reply with updated CV on apex.shivprabhahr@gmail.com if you are interested for the mentioned job role you can call also on 7991680640

You will be a part of the Equity Research Team within the Institutional Equities business at Avendus Spark in Chennai. Your role will involve conducting detailed analysis and research to support investors in making informed investment decisions. Your responsibilities will include: - Having an analytical and research-based approach - Advising investors on intrinsic check points and inquiries before making investment decisions - Conducting a detailed review and analysis of the competitive landscape - Performing a comparative study within the industry/competing/peer firms - Conducting qualitative and quantitative analysis through financial modeling - Strengthening the equity research team's review on specific sectors/industries/firms To excel in this role, you should have the following background: - Ability to synthesize insights from accounting and financial information - Preferably CA/CFA background - Strong technical and conceptual understanding of finance and valuations - Strong statistical and analytical skills - Strong business acumen, attention to detail, and ability to multitask - Proficiency in MS Office tools such as PowerPoint, Excel, and Word Avendus Spark Institutional Equities is India's leading domestic institutional brokerage house, trusted by over 400 institutional investors for its intellectual honesty, thought leadership, and detail-oriented research. The research team covers 250+ stocks across ~15 sectors, representing ~80% of the total market capitalization in India. The team's expertise, sector knowledge, relationships, and objectivity have been recognized, with the Research team consistently ranked as one of the top in the industry.,

Role Overview: As a Reconciliations Analyst at this company, your role will involve maintaining the integrity of custody and cash position data within internal systems by performing daily reconciliation processes. This includes reconciling, investigating, and resolving all breaks within specified SLAs and deadlines in a fast-paced environment. Your willingness to learn and utilize technology will be beneficial for this role. Key Responsibilities: - Accountable for allocated portfolios, proactively investigating and addressing queries from internal stakeholders, clients, counterparties, custodians, and administrators - Conducting custody transaction and position reconciliation against internal records, taking ownership of daily cash and stock breaks, investigating differences, and ensuring timely resolution with processing teams and custodians/administrators - Performing OTC bilateral collateral and position reconciliation, reconciling fixed deposit positions between internal and counterparty records, and monitoring breaks resolution promptly - Validating and updating internal records with relevant transactions, prioritizing and managing workload according to risk or deadlines, providing specialist product knowledge, and contributing to department and company initiatives Qualifications Required: - Relevant experience in reconciliations or investment accounting - Strong investigation skills and familiarity with equities, fixed income, and derivative products - Proficiency in basic software including MS Excel - Understanding of operational risks and control frameworks - Prior experience with Aladdin and Tri-Optima is advantageous Company Details (if applicable): UST is a global digital transformation solutions provider with over 30,000 employees in 30 countries. UST partners with clients from design to operation, embedding innovation and agility into organizations for boundless impact, touching billions of lives in the process.,

As a Vice President in Barclays Product Control - Equities team, you will play a crucial role in managing the Line PC team to ensure the completeness and accuracy of the books and records, including P&L and Balance Sheet substantiation and reporting. Your responsibilities will include monitoring trading activity for compliance with policies, providing technical and operational analysis to management, and collaborating with various departments such as Front Office business, Financial Control, and Technology. To be successful in this role, you should have: - Minimum 5 years of product control experience in an Investment bank. - In-depth knowledge of Financial products and markets in the relevant asset class. - Understanding of end-to-end processes in an Investment Banking environment and associated controls. - Excellent communication and presentation skills for interactions with global teams. - Strong time management skills and the ability to prioritize tasks effectively. Additional valued skills may include: - CFA / Masters in Finance / Financial Engineering. - Strong control awareness and problem-solving abilities. - Ability to work independently with a diverse range of individuals. - Excellent negotiation and influencing skills. Your key accountabilities will include: - Reconciliation of daily P&L figures for trading desks. - Support in identifying, assessing, and mitigating trading risks. - Maintenance and analysis of trading data for insights into trading performance. - Preparation and submission of regulatory reports. - Effective communication of complex financial information to stakeholders. As a Vice President, you are expected to: - Contribute to strategy and drive change. - Manage policies and processes for continuous improvement. - Provide leadership and guidance to team members. - Advise key stakeholders on functional areas of impact and alignment. - Manage and mitigate risks through assessment. - Demonstrate leadership in managing risk and strengthening controls. - Collaborate with other areas to achieve business goals. - Create solutions based on analytical thinking. All colleagues are expected to uphold the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive.,

As a Regional Director of School Operations at the PSBB Millennium Group of Schools, your role will involve overseeing the end-to-end administration of multiple schools to ensure smooth day-to-day operations and drive growth. Here's a breakdown of the responsibilities and qualifications required for this position: Role Overview: - Oversee operations across all schools, ensuring efficiency and compliance. - Manage infrastructure, facilities, and upkeep to provide a top-notch learning environment. - Lead branding and marketing efforts to support growth and student admissions. - Implement best practices to streamline processes and enhance school performance. - Work closely with the head of schools and admin teams to ensure smooth functioning. - Oversee budgets, financial planning, and resource allocation. - Collaborate with stakeholders including parents, boards, and authorities. Key Responsibilities: - Bachelor's degree in Education, Business Administration, or a related field; a Master's degree is preferred. - Ten or more years of experience in managing and/or leading school operations, preferably with a track record of success in marketing and enrollment management. - Demonstrated ability to lead and manage multidisciplinary teams and collaborate effectively with external partners. - Strong analytical skills and attention to detail with a demonstrated ability to compile and analyze complex data. - Excellent interpersonal, communication, and relationship-building skills. - Strong organizational and project management skills. - Strong problem-solving skills and the ability to make sound decisions. - Demonstrated commitment to equity, diversity, and inclusion. If you believe you have the required experience and skills for this role, please share your CV with hanisha.rani@tsmschools.com.,

As a Senior Manager in Fund Accounting at Intuit Management Consultancy in India, your role involves managing and coordinating the delivery of financial reporting and technical accounting requirements for a diverse range of clients. Your primary focus will be on mentoring direct reports and ensuring the highest quality of customer service. Key Responsibilities: - Accounting and administration of a portfolio of Private Equity, Closed Ended Funds, and Singapore-incorporated companies - Recording all accounting transactions, preparing periodic work papers, management accounts, and financial statements - Conducting bank account reconciliations and following up with clients on accounting documentation - Coordinating annual audits and drafting annual financial statements with related disclosures - Monitoring and adhering to Singapore regulatory deadlines for GST, annual filings, and tax filings - Assisting with client service matters, maintaining client relationships, and identifying revenue-generating activities - Dealing with investor queries, delivering investor statements, and assisting with training and supervision of direct reports Duties and Responsibilities: - Ensuring service excellence by understanding your portfolio, executing client service offerings, and owning relationships with industry providers - Involvement in operational improvement projects, demonstrating professional skepticism, and managing risk for client relationships - Ensuring compliance with policies and procedures, reviewing Customer Due Diligence (CDD), and collaborating with the compliance team - Managing client fees, collaborating with the finance team, and providing feedback, mentorship, and development plans to direct reports - Promoting teamwork, supporting senior management, and staying updated on market trends for business development - Identifying own skill and knowledge requirements, attending relevant training programs, and complying with continuing professional development requirements Qualification and Experience Required: - Preferred experience in Private Equity/Real Estate or Fund Industry - Degree in accountancy (CPA/ACCA/ACA) or finance - Sound knowledge of Singapore FRS/IFRS and US GAAP - Strong technical knowledge of accounting and reporting standards, proficiency in Excel and MS Word Attributes and Technical Skills: - Strong organizational, prioritization, and delegation skills - Energy, can-do attitude, and strong interpersonal skills - Ability to motivate and influence direct reports, work under pressure, and make decisions within fund policies - Good understanding of IT systems, flexibility, teamwork, and knowledge of Singapore laws and regulatory requirements No additional details of the company are mentioned in the job description.,