556 investment Advisory Jobs nearby Khammam

Job Title : Investment Relationship Manager Position purpose: To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies: Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Education:Grad/P.G Exp: 0.6months to 5yrs Sat & sunday holiday. Will have public holidays. Interested candidates whatsapp cvs to Harika - 8106336954/ call me. Email harika@avaniconsulting.com

Job Role: Treasury Relationship Manager Experience- Min 10 years  Compensation- Upto 24 LPA   Locations: Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem  Contact Person- Sridevi Mail-  sridevi@livecjobs.com. Contact Details- 98840 12140 Role Overview: The Treasury Relationship Manager will be responsible for managing and expanding relationships with High-Net-Worth (HNI) clients within the Wealth Management and Private Banking segment. The role involves offering treasury products, investment solutions, and ensuring high-quality advisory services to meet client financial objectives. Key Responsibilities: Acquire, manage, and grow relationships with HNI clients by offering treasury and investment-related products. Understand client financial needs and provide customized solutions aligned with their investment goals. Cross-sell treasury products such as Forex services, structured products, mutual funds, fixed-income solutions, etc. Maintain strong relationships with existing clients and ensure prompt resolution of queries. Ensure compliance with regulatory, risk management, and internal policy guidelines. Coordinate with internal teams and product specialists to deliver best-in-class client experience. Meet revenue targets and contribute to the branch/business units overall performance. Candidate Requirements: Minimum 10 years of experience in HNI Sales, Wealth Management, or Private Banking. Strong understanding of treasury and investment products. Excellent communication, relationship-building, and advisory skills. Proven track record of managing high-value client portfolios. Ability to work in a fast-paced, target-driven environment.

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

As a Data Engineer in the Investment Domain, you will be responsible for the following: Role Overview: - You should have 7-9 years of experience with data analytics, data modelling, and database design. - A minimum of 3 years of coding and scripting experience in Python, Java, and Scala is required. - 3+ years of experience with the Spark framework is essential. - You must have at least 5 years of experience with ELT methodologies and tools. - Proficiency in designing, developing, tuning, and troubleshooting SQL is a must. - Knowledge of Informatica Power center and Informatica IDMC is expected. - Familiarity with distributed, column-oriented technologies like Vertica and Snowflake is preferred. - Strong data analysis skills for extracting insights from financial data are necessary. - Proficiency in reporting tools such as Power BI and Tableau is a plus. Key Responsibilities: - Designing, developing, and tuning data analytics, data modelling, and database systems. - Coding and scripting in Python, Java, and Scala. - Working with the Spark framework for data processing. - Implementing ELT methodologies and tools for data transformation. - Utilizing SQL for database development and troubleshooting. - Utilizing Informatica Power center and Informatica IDMC for data management. - Utilizing distributed, column-oriented technologies like Vertica and Snowflake. - Analyzing financial data to extract valuable insights. - Creating reports using tools like Power BI and Tableau. Qualifications Required: - Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, and Pricing. - Familiarity with regulatory requirements and compliance standards in the investment management industry. - Experience with IBORs such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart. - Familiarity with investment data platforms such as GoldenSource, FINBOURNE, NeoXam, RIMES, and JPM Fusion. If you possess the required skills and experience in data analytics, data modelling, database design, and the investment domain, please drop your resume to jyothsna.g@technogenindia.com.,

Role Overview: As an ambitious and skilled professional, you have the opportunity to join Fab invest, a fintech startup in the alternate investment space. Your role as an Investment Associate will be crucial in propelling the company towards achieving its revenue goals. You will be a key player in facilitating small and mid-scale investors to securely invest in prime real estate projects and earn 18% returns per annum. Key Responsibilities: - Initiate contact with potential investors through personalized consultation calls, understanding their financial goals, preferences, and risk tolerance levels. - Educate investors about the company's vision, mission, and range of investment opportunities available, ensuring they feel confident in their decision-making process. - Build strong relationships based on expertise, professionalism, and genuine care for the investor's financial well-being. - Overcome objections and hesitations by addressing concerns and providing reassurance. - Close deals effectively by presenting compelling arguments and highlighting the benefits of investment opportunities. - Contribute to the company's revenue targets by successfully converting investors and adding to the investor base. Qualifications Required: - Exceptional communication skills with fluency in English. - Proficiency in at least three languages, preferably English, Hindi, and one more language. - Previous work experience is a plus but not mandatory. - Undergraduate degree required; MBA is a plus.,

As a Financial services professional at Lexington Partners, you will be part of the Data, Analytics, and Financial Due Diligence Group. This group is responsible for supporting Lexington's global secondaries and co-investment teams in various aspects of underwriting, portfolio monitoring, and other related areas. Your primary focus will be on reviewing and transcribing financial reporting information into a broader database. Your ongoing responsibilities as a Senior Associate will include: - Working closely with Lexington's London investment team to participate in deal-related workflows - Managing data compiling and digital transition using tools such as DealCloud, iLevel, and similar platforms - Assisting in the preparation of financial models, valuations, and comparable company analyses under the guidance of investment team members - Helping gather and organize financial and operational data from private equity reporting and other sources - Supporting general due diligence and research - Ensuring consistently high-quality, detailed work product and on-time production of deliverables To be successful in this role, the ideal qualifications, skills, and experience include: - 2-4 years of experience in financial services, with prior employment at a US-based firm strongly preferred - Excellent English verbal and written communication skills - Superior financial modeling and Microsoft Office skills - Significant prior experience in financial statement analysis and due diligence - Strong analytical skills and attention to detail - Team-oriented, energetic self-starter with the ability to collaborate across the Lexington platform - Strong work ethic and proactive, positive attitude in a fast-paced environment with enthusiasm for expanding knowledge - Ability to manage multiple projects with tight deadlines - High ethical and professional standards This position offers a pathway to a long-term career opportunity within the new group at Lexington Partners. You can expect an attractive and competitive compensation and benefits package. For more information about Lexington, please visit www.lexingtonpartners.com. Please note that the work shift timings for this position are from 11:00 AM to 8:00 PM IST.,

As a Senior Analyst/Team Leader/AM in the Reporting & Performance (R&P) department at CES in Hyderabad, you will play a crucial role in delivering technology-enabled analyses and reporting to clients and investment professionals globally. Your responsibilities will include: - Producing analyses and reports for various client strategies on a recurring and ad hoc basis - Responding to quantitative inquiries related to strategic and capital raising initiatives - Mastering in-house system technology to efficiently source data and create new data extracts - Developing subject matter expertise on assigned strategies and being a resource to organizational partners You will also be expected to: - Utilize Python, SQL, and data visualization tools to manage and manipulate large data sets - Support the implementation of process changes and automated reports to generate standard and recurring investor reporting - Collaborate with organizational partners to advance R&P deliverables and participate in strategic projects Qualifications required for this role include: - 8+ years of experience in asset management, investment banking, or other financial services - Hands-on experience with private equity funds and various debt instruments - Strong understanding of accounting principles and concepts - Knowledge of alternative investments and relevant reporting/dashboard outputs - Experience with Python, SQL, and data visualization tools - Excellent verbal and written communication skills - Basic understanding of project management software such as Jira and Confluence is a plus Personal attributes that will contribute to your success in this role include: - Outstanding initiative and strong work ethic - Excellent interpersonal skills and ability to work cross-functionally - Detail-oriented and a natural problem solver - Organized and able to manage multiple projects with differing priorities - Team-oriented, with strong integrity and professionalism - Passion for improving systems and processes,

As a Senior Associate of Investment Data and Reporting at Oaktree, your role will be crucial in overseeing the curation of deal data throughout the investment life cycle, with a focus on credit instruments and markets. You will work closely with deal teams, administrative agents, and middle and back-office teams to ensure accurate and standardized data is captured for internal systems and reporting tools. Your responsibilities will include: - Data Validation and Exception Management: - Spread borrower financials and validate using automation tools. - Prepare monitoring outputs, track valuations, and provide sector-specific KPIs and commentary. - Analyze covenant terms to extract and standardize relevant data. - Streamline data capture for portfolio monitoring, loan administration, valuation, and reporting. - Technology-enabled Reporting: - Utilize Python, SQL, and data visualization tools to manage and manipulate large datasets. - Create standardized reports or dashboards to support decision-making processes. - Partnership & Innovation: - Collaborate with various organizational partners to ensure robust data production and advancement of RR&A deliverables. - Support strategy and portfolio reporting suite in response to new strategies, investor needs, and industry trends. Qualifications: - 5+ years of relevant experience in financial data analysis, credit, valuation skills, or similar roles. - Solid understanding of financial statements, IFRS provisions, and critical covenants. - Hands-on experience with SQL, Python, and Excel for data automation and reconciliation workflows. - Experience building dashboards and data visualizations using reporting platforms. - Availability to work during U.S. PST and India IST working hours. Education: - Bachelor's degree required, preferably in Finance/Accounting; CFA/CA preferred. Personal Attributes: - Self-starter with the ability to operate independently and collaboratively. - Strong interpersonal and communication skills. - Natural problem solver with attention to detail and organizational skills. - Passion for improving systems and processes. - Strong integrity and professionalism. Oaktree is an equal opportunity employer and is committed to diversity and inclusion in the workplace. As a Senior Associate of Investment Data and Reporting at Oaktree, your role will be crucial in overseeing the curation of deal data throughout the investment life cycle, with a focus on credit instruments and markets. You will work closely with deal teams, administrative agents, and middle and back-office teams to ensure accurate and standardized data is captured for internal systems and reporting tools. Your responsibilities will include: - Data Validation and Exception Management: - Spread borrower financials and validate using automation tools. - Prepare monitoring outputs, track valuations, and provide sector-specific KPIs and commentary. - Analyze covenant terms to extract and standardize relevant data. - Streamline data capture for portfolio monitoring, loan administration, valuation, and reporting. - Technology-enabled Reporting: - Utilize Python, SQL, and data visualization tools to manage and manipulate large datasets. - Create standardized reports or dashboards to support decision-making processes. - Partnership & Innovation: - Collaborate with various organizational partners to ensure robust data production and advancement of RR&A deliverables. - Support strategy and portfolio reporting suite in response to new strategies, investor needs, and industry trends. Qualifications: - 5+ years of relevant experience in financial data analysis, credit, valuation skills, or similar roles. - Solid understanding of financial statements, IFRS provisions, and critical covenants. - Hands-on experience with SQL, Python, and Excel for data automation and reconciliation workflows. - Experience building dashboards and data visualizations using reporting platforms. - Availability to work during U.S. PST and India IST working hours. Education: - Bachelor's degree required, preferably in Finance/Accounting; CFA/CA preferred. Personal Attributes: - Self-starter with the ability to operate independently and collaboratively. - Strong interpersonal and communication skills. - Natural problem solver with attention to detail and organizational skills. - Passion for improving systems and processes. - Strong integrity and professionalism. Oaktree is an equal opportunity employer and is committed to diversity and inclusion in the workplace.

Role Overview: You will be joining Broadridge Financial Solutions, Inc. as an Analyst in the Investment Banking/Equity Operations team. This role offers an exciting opportunity for fresh graduates (MBA/B.Com) who are looking to kickstart their career in financial markets operations, with a focus on Security Master, Equity, and Fixed Income Operations. Your responsibilities will involve monitoring market bulletins, processing security updates, handling corporate actions, resolving client queries, ensuring SLA adherence, and collaborating with internal teams for process improvements and automation initiatives. Key Responsibilities: - Monitor bulletins and notifications from market entities like NYSE, OTCBB, TSX, CDS, FUNDSERV, OCC, etc. - Process new security additions and attribute updates for Equity and Fixed Income instruments. - Handle corporate action-related updates such as name changes, splits, adjustments, and consolidations. - Address and resolve client queries, process requests, and issue escalations effectively. - Ensure daily SLA adherence, quality monitoring, and timely reporting of MIS using tools like Excel. - Collaborate with internal teams to identify process improvements and contribute to automation initiatives. - Participate in process validation, quality reviews, and ensure operational accuracy. Qualification Required: - MBA (Finance)/B.Com Freshers or up to 1 year of relevant internship experience. - Strong interest in Investment Banking/Capital Markets/Equity Operations. - Excellent communication, analytical thinking, and time management skills. - Willingness to work in US business hours and commit long-term (2+ years) for professional growth. - Proficiency in Microsoft Office tools; knowledge of Excel macros or automation is an added advantage. Additional Details of the Company: Broadridge Financial Solutions, Inc. is a global Fintech leader in the financial services industry, with over $6 billion in revenues and clients in 100+ markets. They partner with leading banks, broker-dealers, asset managers, and corporate issuers to strengthen operations, reduce risk, and drive innovation. Joining Broadridge offers global exposure, career growth opportunities, a learning environment with certifications, a culture of innovation, and the stability of being part of a Fortune 500 Fintech leader known for integrity and technology innovation.,

As a Scrum Master in the Investment Banking domain, your role will involve the following responsibilities: - Serve as the Scrum Master for agile development teams, facilitating sprint planning, daily stand-ups, sprint reviews, and retrospectives - Collaborate with product owners, stakeholders, and development teams to understand business requirements and prioritize features based on cost considerations - Conduct detailed analysis of cost basis applications to identify areas for improvement, optimization, and cost reduction - Work closely with cross-functional teams to define product requirements, create user stories, and track progress against project milestones - Drive continuous improvement by implementing agile best practices and fostering a culture of innovation and collaboration Your skills should include expertise in Scrum Master, Agile development, and conducting Sprint reviews.,

Applications are invited for the role of Mutual Funds Advisor in Delhi, Bangalore, and Ahmedabad. To be considered, candidates must hold a Graduate Degree and have 6 months to 3 years of sales experience in Mutual Funds Sales /Demat Accounts /SIP. . The CTC ranges from 3 LPA to 5 LPA. English and local language proficiency is essential. Working hours are from 9 am to 6 pm, with Sundays off. Interested applicants can email - brdassociates@workmail.com or call 8377024167. NoTe - Age limit not above 32yrs

Key Responsibilities: * Acquire new clients and grow AUM (Assets Under Management)* Increase SIP book from new and existing clients* Build and maintain strong client relationships* Achieve assigned business targets with a focus on customer satisfaction Desired Profile: * Graduate / Postgraduate in any stream (Finance preferred)* Minimum 1 year of experience in capital markets or investment sales* NISM Series-V(A) Mutual Fund Distributor Certification is required* Excellent communication, client relationship, and target-driven approach Location: Hyderabad Experience: 1+ years CTC: Best in industry

Were Hiring Investment Relationship Manager! If you have 1+ years of experience in client relationship management, sales or investment roles, this is your opportunity to grow with us! Location: Hyderabad Experience: 1-4 Years Salary: 2.50 LPA-4.5 LPA Immediate Joiners Preferred What Were Looking For: Acquire new clients and grow AUM & SIP book. Strengthen and manage client relationships. Achieve branch targets in AUM, SIP, and client acquisition. Strong communication & interpersonal skills. Self-motivated, target-driven, and good at client relationship building. Graduate/Postgraduate with capital market knowledge. NISM V(A) Mutual Fund Certification Send your CV to: pulivarthy.archana@mgcsinfo.com Contact: +91 63006 15309

An Investment Analyst plays a critical role in the financial industry by researching and analyzing investment opportunities to help individuals and institutions make informed decisions. They delve into financial markets, companies, and various asset classes, providing the insights necessary to build successful investment portfolios. Key responsibilitiesInvestment Analysts' responsibilities are diverse, involving in-depth research, financial modeling, and the ability to articulate investment theses. Key duties include:Market and industry research: Conducting comprehensive research on industries, economic trends, and market conditions to identify potential investment opportunities and risks.Company analysis: Performing fundamental analysis on companies, including reviewing financial statements, evaluating business models, and assessing management quality to determine intrinsic value.Financial modeling: Building and maintaining detailed financial models (e.g., discounted cash flow, comparable company analysis) to forecast company performance and valuation.Investment recommendations: Formulating clear, data-backed investment recommendations (buy, sell, hold) based on research and analysis, and presenting them to fund managers, clients, or internal committees.Portfolio monitoring: Tracking the performance of existing investments and portfolios, identifying factors affecting their value, and recommending adjustments as needed.Due diligence: Participating in due diligence for potential investments, which might involve site visits, management interviews, and reviewing legal documents.Reporting: Preparing detailed research reports, investment memorandums, and presentations to communicate findings and recommendations. If you're interested, Kindly forward your resume to:- worksuccess565@gmail.com

An Investment Banker plays a crucial role in the financial world, primarily assisting corporations, governments, and other entities in raising capital and providing strategic financial advice. Their work often involves complex financial transactions, making the role demanding but also highly impactful. Duties and responsibilitiesCapital raising:Underwriting: Assisting clients in issuing and selling debt (bonds) or equity (stocks) securities to investors, involving market analysis, pricing, and distribution.Private placements: Facilitating the raising of capital from a select group of private investors, such as private equity funds or hedge funds.Loan syndication: Arranging large loans for clients by involving multiple banks to share the risk. Mergers and acquisitions (M&A) advisory:Target identification: Identifying potential acquisition targets or buyers for clients.Valuation: Performing in-depth financial analysis and valuation of companies to determine appropriate deal prices.Negotiation: Advising clients during negotiations, structuring deals, and finalizing terms.Due diligence: Assisting with the rigorous investigation of a company's financial records, legal status, and other material facts before a transaction closes. Financial advisory:Strategic consulting: Providing advice on various financial matters, including corporate restructuring, leveraged buyouts, and divestitures.Risk management: Advising clients on managing financial risks, such as interest rate and currency fluctuations. Relationship management:Client acquisition and retention: Building and maintaining strong relationships with clients to understand their financial needs and offer suitable solutions.Market intelligence: Staying abreast of market trends, economic conditions, and regulatory changes to provide informed advice. Deal execution and project management:Pitching: Preparing detailed presentations ("pitch books") to prospective clients, outlining proposed strategies and services.Documentation: Managing and preparing transaction-related documents, including offering memorandums, prospectuses, and legal agreements.Coordination: Working closely with legal teams, accountants, and other specialists to ensure smooth transaction execution. If you're interested, Kindly forward your resume to:- elisajohnson651@gmail.com

As an Analyst - Investment Support, your role will involve managing multiple tasks simultaneously and being accountable for the status of projects, day-to-day activities, billing, and budget management. You will support planners and buyers in implementing media plans, including loading buys and trafficking. Your responsibilities will include: - Compiling a vendor/media channel consideration list - Learning and observing criteria for evaluating partners - Assisting in building and updating flowcharts - Developing spec and material deadline documents for media plans - Assisting agency partners in executing all media - Mastering running reports on media activity performance - Understanding key metrics for measurement and success Qualifications required for this role include: - 2 to 5 years of experience in campaign trafficking and management on third-party ad servers - Good knowledge of the digital marketing life cycle - Understanding various third-party, fourth-party, and ad verification tags specifications such as DoubleClick, AppNexus, DMPs, and IAS - Proficiency with Microsoft Excel, Word, and PowerPoint - Excellent ability to work as part of a team and manage time effectively - Positive attitude for problem-solving, networking, and being resourceful - Hunger to learn, not afraid to ask questions - Self-starter who is diligent at note-taking, multitasking, and research If you are interested in this position, you can directly drop an email to jobs@aptita.com.,

As a Senior Associate in the Investment Sales team at Cushman & Wakefield in Hyderabad, you will be responsible for supporting the team with prospecting and lead generation activities. This is a fast-paced and target-driven role where you will play a critical part in building the investor funnel, ensuring daily outreach, and creating actionable leads for the team. **Role Overview:** - **Investor Database Development:** Build, update, and manage a comprehensive database of investors, developers, and family offices. - **Outbound Prospecting:** Make outbound calls daily to potential investors and track interactions in CRM/Excel. - **Lead Generation:** Identify qualified prospects and create new investment leads on an everyday basis. - **Meeting Coordination:** Schedule investor meetings for senior team members and ensure proper follow-ups. - **Market Research:** Track active mandates, recent transactions, and investment appetite of target clients. - **Reporting:** Track active mandates, recent transactions, and investment appetite of target clients. **Key Responsibilities:** - Bachelor's degree minimum. Master's degree preferred (Business, Commerce, Real Estate, or related field). - 1-2 years of minimum experience in sales, tele-calling, lead generation, or business development (Real Estate/Finance preferred but not mandatory). - Strong communication and interpersonal skills (English + Telugu/Hindi preferred). - Comfortable with outbound calling, handling objections, and building client relationships. - Proficiency in MS Excel and CRM tools. - Highly self-driven, target-oriented, and able to thrive in a fast-paced environment. As part of Cushman & Wakefield, you will benefit from being part of a global company that is transforming the real estate services industry. The company is committed to career development, diversity, and inclusion. You will work in an inclusive, rewarding environment that provides work-life balance and career progression opportunities. The company fosters continuous learning and development, offering a comprehensive employee benefits program. At Cushman & Wakefield, the focus is on technology and autonomy to help employees achieve their career ambitions while promoting a culture of promoting from within and leveraging global opportunities to retain top talent. Join Cushman & Wakefield and be part of a vision where people simply belong.,

As an Investment Banker specializing in Real Estate Financing at a high-growth financial advisory & investment platform in Hyderabad, you will hold a leadership position with full P&L accountability, offering accelerated career progression opportunities compared to traditional banks & NBFCs. Key Responsibilities: - Originate and source real estate financing deals covering syndication, land intermediation, asset management, and strategy. - Manage transactions end-to-end, including conducting due diligence and managing documentation. - Guide and mentor the buy-side team to ensure high-quality outputs like IMs, financial models, presentations, and market analysis. - Develop and strengthen relationships with clients, investors, and strategic partners. - Provide feedback on transaction documents and participate in negotiations on key commercial terms. Desired Candidate Profile: - Experience: 4-14 years in Real Estate financing from Bank/NBFC/AIF or SME/Mid-market wholesale banking. - Education: MBA/Management qualification from a renowned institute. Skills: - Strong deal-making, negotiation, and relationship-building abilities. - Networking, interpersonal, and analytical strengths. - Ability to work autonomously, manage multiple tasks simultaneously, and handle diverse stakeholders.,

As an ideal candidate for this position, you should possess the following qualifications and skills: Basic Qualifications: - A Bachelors degree or higher, combined with a minimum of 5 to 10 years of relevant work experience in product management - Excellent written and verbal communication skills, with the ability to translate the needs of non-technical systems users into technical requirements - Demonstrated discretion in handling confidential information - Strong problem-solving abilities with an analytical and data-driven decision-making approach - Detail-oriented mindset with the ability to understand how small details impact the bigger picture - Proven initiative-taking and project management skills - Capability to balance stakeholder needs, reach consensus, and work collaboratively in a fast-paced environment with a customer service orientation Preferred Qualifications: - Exposure to the investment management or fund accounting domain - Understanding of back-office processes in a hedge fund or asset management firm such as trade settlement, reconciliation, portfolio accounting, fund accounting, and investor relations We welcome candidates with relevant experience who are seeking to re-enter the workforce after a career break to apply for this position.,

As an Investment Executive supporting US investment operations from India, your role will involve working closely with the US team to manage client portfolios, execute investment strategies, and ensure compliance with financial regulations. Your key responsibilities will include: - Assisting US-based investment advisors in client portfolio management, investment planning, and execution. - Conducting market research, analyzing financial data, and preparing reports on investment performance. - Supporting client onboarding, documentation, and KYC processes in coordination with US compliance teams. - Monitoring asset allocation, portfolio rebalancing, and recommending adjustments based on client goals and market conditions. - Preparing and presenting financial reports, investment proposals, and performance summaries. - Ensuring compliance with SEC, FINRA, and internal company policies. - Collaborating with the operations and trading teams for transaction processing and reporting. - Providing client support for investment-related inquiries and service requests during US business hours. - Staying updated on US market trends, mutual funds, equities, ETFs, and fixed income products. Qualifications Required: - Bachelor's degree in Finance, Economics, Accounting, or related field (MBA/Finance preferred). - 3-7 years of experience in investment operations, portfolio management, or financial advisory support. - Strong understanding of US investment markets, products, and compliance standards. - Experience working with tools such as Morningstar, Bloomberg, or similar financial platforms. - Excellent analytical, numerical, and communication skills. - Proficiency in Excel, PowerPoint, and CRM/Portfolio Management software. - Ability to work independently during US time zones and manage multiple priorities. Preferred Skills: - Exposure to RIA (Registered Investment Advisor) firms or US wealth management practices. - Certifications such as CFA Level 1, CFP, NISM, or FINRA Series exams (a plus). - Experience in financial reporting, trade settlements, or fund administration. In addition, you will be offered a competitive salary and performance-based incentives, the opportunity to work with a US-based investment team from India, professional growth through training, certifications, and global exposure, and a collaborative and dynamic work culture.,