779 investment Analysis Jobs nearby Nashik

As a candidate for this position, your primary role will involve providing support towards Due Diligence, Sector Coverage, and Business Development. Your key responsibilities will include: - Supporting the team in financial and commercial due diligence of clients, which includes analyzing and interpreting financial statements, preparing trading and transaction comparables, conducting modeling and valuations, and benchmarking for companies. - Participating in business development activities to reach out to potential clients. - Preparing internal documents, memos, and pitches for prospective deal situations with strong qualitative and quantitative analysis. - Creating a comprehensive information base around select verticals and businesses to help identify key trends, drivers, and future trajectory viewpoints. - Conducting multi-source research from databases, analyst coverages, industry reports, and company reports. In terms of Deal Execution, you will be responsible for: - Preparing collateral, including detailed financial models, investor memoranda, valuation materials, and data books with analysis and insights. - Managing the due diligence process and gradually front-ending the relationship with client representatives. - Assisting in overall deal coordination with the senior team in monitoring the portfolio. To be successful in this role, you should have the following qualifications and skills: - Prior experience in Private Credit or related financial services (minimum 1 year), with preference given to CA candidates. - Being a self-starter with a high energy level, orientation for excellence, accountability, and an entrepreneurial mindset. - Excellent written and spoken English skills are a must for effective communication. This position offers an opportunity to work on diverse tasks related to due diligence, sector coverage, business development, and deal execution within the financial services industry.,

As an Investment Banking Associate/Senior Associate at MGB Advisors, you will be part of a multidisciplinary full-service firm catering to the needs of global organizations in a VUCA business environment. Your role will involve developing valuations for complex transactions across various sectors, conducting impeccable research, and demonstrating strong analytical skills to explain market events. You will be responsible for identifying Business Development/Networking opportunities, managing client relationships, and transactions with attention to detail and quality deliverables. Key Responsibilities: - Develop valuations for complex transactions - Conduct research and analysis to identify Business Development/Networking opportunities - Manage day-to-day aspects of client relationships and transactions - Create deal collateral including financial models, investor memorandums, and valuation materials - Manage the due diligence process and front end the relationship with client representatives - Network with VC & PE ecosystem in India & overseas - Work with tight deadlines and possess strong communication skills - Willingness to travel - Be a team player Qualifications Required: - MBA Finance/CA - Minimum 1-3 years of work experience Location: Lower Parel, Mumbai If you are a dynamic professional with experience in investment banking or equity advisory firms, possessing strong financial modeling skills, communication skills, and the ability to work under tight deadlines, we encourage you to share your resume with us at hr.services@mgbadvisors.com. Join us at MGB Advisors, one of the fastest-growing Business Advisory firms in India, where we believe in delivering tailored solutions to our clients while fostering a professional culture and building lasting relationships with them.,

As an Assistant Controller at Ares in Mumbai, you will have the opportunity to work with a high-performing international team within the Investment Accounting (IA) team. Your role will involve collaborating with various departments like Accounting, FP&A, Operations, Compliance, Portfolio Management, Middle Office, and Front Office to analyze new/existing investments, manage daily profit and loss, develop accounting policies, and ensure proper internal/external reporting. You will primarily focus on Alternative Credit, Private Equity, and E.U./U.S. Direct Lending transactions, conducting transaction reviews, and product control functions. Your key responsibilities will include: - Managing the Mumbai IA team of 3 to 4 members and motivating them - Reviewing and preparing transaction analysis memos for Private Credit and Private Equity deals to ensure proper accounting - Analyzing credit terms, fee structures, and syndication mechanisms for revenue recognition - Reviewing daily profit and loss investigations and addressing anomalies with third-party administrators - Assisting in new systems implementation and managing relationships with internal and external resources - Preparing investor deliverables and ad-hoc reports for various stakeholders - Contributing to the overall goals of the group in a team environment To qualify for this role, you should have: Qualifications: - Education: CA/CPA Experience Required: - 11-14 years of relevant work experience in public/fund accounting, with strong credit agreements & fee structures/loan syndication/product control preferred - Experience in leading a small team - Strong Microsoft Office skills required (PowerBI/Tableau/Alteryx preferred) - Exposure to alternative assets, particularly credit instruments - Knowledge of investment accounting and the investment lifecycle General Requirements: - Prior experience in team handling - Dependable, motivated, and a team player - Flexible to work evening shifts - Strong problem-solving, analytical, and decision-making skills - Excellent organizational, interpersonal, and communication skills - Ability to manage multiple priorities and work in a fast-paced environment - Willingness to learn new skills, adapt to new technologies, and handle confidential information appropriately Reporting Relationships: - Associate Vice President, Investment Accounting Please note that there is no set deadline for this job opportunity, and applications will be accepted on an ongoing basis until the search is closed.,

Role Overview: As an Analyst for the Investment Accounting (IA) team at Ares, you will be an integral part of the global Investment Operations team in the Mumbai office. Your primary focus will be on analyzing new/existing investments, daily profit and loss, and developing accounting policies. You will collaborate with various teams within the organization to ensure accurate reporting and compliance. Your role will involve working on Alternative Credit, Private Equity, and E.U./U.S. Direct Lending transactions, conducting transaction reviews, and ensuring proper recording in the accounting system. A dynamic, adaptive, and agile approach will be required to excel in this fast-paced and rapidly growing environment. Key Responsibilities: - Prepare transaction analysis memos for Private Credit and Private Equity deals to ensure proper accounting in accordance with policy - Analyze credit terms, fee structures, and syndication mechanisms for revenue recognition compliance - Review admin bookings and investigate profit and loss items daily, coordinating with third-party administrators as needed - Maintain data fields and assist in new systems implementation and data reconciliation - Collaborate with cross-functional teams such as Accounting, FP&A, and Compliance for accurate reporting - Demonstrate a proactive attitude, strong communication skills, and problem-solving abilities in handling accounting and product control tasks Qualifications Required: - Qualified Chartered Accountant with 1 to 4 years of relevant work experience, preferably in public/fund accounting or product control - Proficiency in Microsoft Office tools, with experience in PowerBI, Tableau, or Alteryx being advantageous - Exposure to alternative assets, particularly credit instruments like bank debt, bonds, and structured products - Knowledge of investment accounting principles and the investment lifecycle - Strong organizational, analytical, and interpersonal skills - Ability to manage multiple priorities, work in a collaborative environment, and adapt to changing requirements - Comfort in handling confidential information and dealing with ambiguity in a dynamic work setting Note: No additional details of the company were mentioned in the job description.,

As an Investment Banking Intern at our company, you will have the opportunity to gain hands-on experience in the financial services industry, specifically within investment banking. You will work closely with experienced professionals, contributing to various projects and gaining valuable insights into the world of finance. **Key Responsibilities:** - Assist in conducting financial analysis and research to support investment decisions. - Collaborate with team members on portfolio management tasks, including monitoring performance and preparing reports. - Utilize financial software to analyze data and create presentations for client meetings. - Support the preparation of pitch books and other marketing materials for potential clients. - Participate in meetings with clients and internal teams to discuss investment strategies and financial planning. - Stay updated on market trends and developments that may impact investment opportunities. **Qualifications Required:** - Strong understanding of financial concepts, including investment banking, asset management, and financial planning. - Proficiency in mathematical analysis and financial software tools. - Excellent research skills with the ability to analyze data effectively. - Strong attention to detail and organizational skills. - Ability to work collaboratively in a fast-paced environment while managing multiple tasks. This internship is an excellent opportunity for individuals looking to build a career in finance while gaining practical experience in investment banking. Previous experience or coursework related to finance or economics is preferred but not required. Please note that the job type for this position is an Internship and the work location is in person.,

You are M&G Global Services Private Limited, a subsidiary of the M&G group of companies with a rich history of over 175 years in savings and investments. Your purpose is to instill real confidence in putting money to work by offering a wide range of solutions through your Asset Management and Life segments. As the Head of Business Analysis and Agile Delivery, your role is crucial in enhancing the business analysis function to support future growth and strategic priorities. Your responsibilities include implementing best practices, fostering collaboration among business analysts, overseeing software project delivery, monitoring KPIs for delivery success, championing agile methodologies, and using data for decision-making. Key Responsibilities: - Build and enhance the business analysis function to align with strategic priorities. - Implement best practices for high-quality analysis and delivery. - Foster collaboration among business analysts. - Oversee software project delivery to meet business requirements and deadlines. - Implement and monitor KPIs for measuring delivery success. - Develop delivery MI for insights and improvement. - Champion agile methodologies and drive continuous improvement. - Use data to optimize delivery processes. - Engage leaders and stakeholders for an informed workforce. - Lead change management programs and educate on digital awareness. - Maintain effective communication with Business Owners and senior leadership teams. - Inspire your team for exceptional performance by connecting work purpose. - Support effective decision-making and collaboration within the leadership team. Qualifications: - Cross asset class knowledge in Fixed Income, Equities, Derivatives, etc. - Experience in managing diverse cross-functional teams. - Strong stakeholder management and organizational skills. - Interest in technology application in financial services. - Leadership, strategic thinking, and data-driven decision-making abilities. - Proficiency in project management tools and software like Service Now, JIRA, etc. Experience: - Strong experience in leading business analysis and delivery in asset management. - Understanding of asset management processes, systems, and regulatory requirements. - 15+ years of corporate experience, mostly in asset management. - Experience in fast-paced agile environments with cross-functional teams. - Strong leadership skills to build high-performing teams.,

As an Investment Specialist within the Fixed Income team, you will be responsible for preparing strategy presentations, analyzing portfolio characteristics, developing client presentations, evaluating portfolio positioning, preparing client performance reports, providing commentaries on performance drivers, supporting client communications, monitoring portfolio guidelines, coordinating with various teams, and delivering high-quality work with a strong commitment to accuracy and excellence. - Prepare strategy presentations covering performance, market value, and portfolio analytics. - Analyze portfolio characteristics and provide detailed insights on holdings. - Develop customized client presentations for Investment Specialist review meetings. - Evaluate portfolio positioning, analytics, and performance results. - Assist in preparing client performance reports and investment review materials for clients. - Provide commentaries on performance drivers and investment outcomes. - Support the creation of various client communications as required. - Monitor portfolio guidelines and ensure adherence for managed portfolios. - Coordinate with Sales, Consultants, and RFP teams to address their requirements. - Collaborate with team members to fulfill additional needs of the Investment Specialist. - Deliver high-quality work with a strong commitment to accuracy and excellence. Qualifications Required: - At least 3 years of experience in financial markets. - Strong understanding of Fixed Income and asset management business. - Strong quantitative and analytical skills, including data analysis and understanding of data flows. - Proficiency in MS Office (Excel, Word, PowerPoint). - Proactive, positive approach with the ability to learn concepts and procedures quickly. - Effective communication skills (verbal and written). - Efficient time management and ability to handle multiple tasks simultaneously. - Detail-oriented with a commitment to accuracy. - Ability to work independently and as a collaborative team player. - Proactive engagement with audiences across different seniority levels. Preferred Qualifications: - Masters Degree from a recognized institute in Finance, Economics, or Business Administration. - CFA or FRM candidature is an added advantage. - Proficiency in Python, including previous coding experience.,

You are a strategic thinker passionate about driving solutions in Fixed Income. You have found the right team. As an Investment Specialist within our Fixed Income team, you will spend each day defining, refining and delivering set goals for our firm. **Key Responsibilities:** - Prepare strategy presentations covering performance, market value, and portfolio analytics. - Analyze portfolio characteristics and provide detailed insights on holdings. - Develop customized client presentations for Investment Specialist review meetings. - Evaluate portfolio positioning, analytics, and performance results. - Assist in preparing client performance reports and investment review materials for new and existing clients. - Provide commentaries on performance drivers and investment outcomes. - Support the creation of various client communications as required. - Monitor portfolio guidelines and ensure adherence for both internal and external managed portfolios. - Coordinate with Sales, Consultants, and RFP teams to address their requirements. - Collaborate with team members to fulfill any additional needs of the Investment Specialist. - Deliver high-quality work with a strong commitment to accuracy and excellence. **Qualifications Required:** - At least 3 years of experience in financial markets. - Demonstrate strong understanding of Fixed Income and the asset management business. - Display strong quantitative and analytical skills, including data analysis and understanding of data flows. - Show proficiency in MS Office (Excel, Word, PowerPoint). - Maintain a proactive, positive approach and ability to learn concepts and procedures quickly. - Communicate effectively with strong verbal and written skills. - Manage time efficiently and handle multiple tasks simultaneously. - Focus on delivery and detail-orientation with a commitment to accuracy. - Work independently and as a collaborative team player. - Engage proactively and connect with audiences across different seniority levels. *Note: No additional details of the company were provided in the job description.*,

Role Overview: You will be supporting the team in various aspects such as Due Diligence, Sector Coverage, Business Development, and Deal Execution. Your responsibilities will include financial and commercial due diligence, analysis of financial statements, business development activities, preparing internal documents, creating information base, and collateral preparation. Key Responsibilities: - Support the team in financial and commercial due diligence including analysis and interpretation of financial statements - Assist in preparing trading and transaction comparable, modeling & valuations, and benchmarking for companies - Participate in business development activities to reach out to potential clients - Prepare internal documents, memos, and pitches for prospective deal situations with strong qualitative and quantitative analysis - Create a well-rounded information base around the select vertical(s) and businesses to identify key trends and drivers - Undertake multi-source research from databases, analyst coverages, industry, and company reports - Prepare detailed financial models, investor memorandum, valuation materials, and data book with analysis and insights - Manage the due diligence process and gradually front end the relationship with client representatives - Assist in the overall deal coordination with the senior team in monitoring the portfolio Qualifications Required: - Prior Private Credit/related financial services experience (at least 1 year) is required. CA candidates will be preferred - Should be a self-starter with a high energy level, orientation for excellence, accountability, and entrepreneurial mindset - Excellent written & spoken English is a must,

As an Investment Banking Trainer at ITVedant Education Pvt. Ltd., you will play a crucial role in shaping the future of aspiring finance professionals by delivering engaging training sessions and mentoring students through real-world financial scenarios. Your responsibilities will include: - Delivering training sessions on Investment Banking covering modules such as financial markets, banking operations, equity research, M&A;, financial modeling, and financial analytics using tools like Excel and Power BI. - Guiding students through real-world financial scenarios and exercises, ensuring a clear understanding of accounting, financial statements, ratios, valuation, and the trade lifecycle. - Mentoring students throughout their training journey, providing career guidance and support with capstone projects, using AI tools to simulate industry-relevant scenarios. - Providing feedback on student progress through assessments, quizzes, and hands-on projects. To excel in this role, you should possess: - Expert knowledge in Investment Banking, including financial markets, equities, bonds, derivatives, M&A;, financial modeling, and valuation techniques. - Experience with Excel for finance and Power BI for financial analytics. - 3+ years of experience in the Investment Banking industry, with a strong focus on training or mentoring. - Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly and effectively. - Ability to guide and mentor students through practical projects and capstone tasks. Preferred qualifications for this role include a Bachelor's Degree in Finance, Accounting, Economics, or a related field, training experience in Investment Banking, M&A;, or Financial Analysis, and certification in relevant finance domains (e.g., CFA, FRM, or similar certifications). If you are passionate about shaping the future of finance professionals and have the expertise to teach complex financial concepts in an engaging manner, ITVedant Education Pvt. Ltd. welcomes you to join their team.,

You will be responsible for leading the financial research vertical focused on investment banking within the company. Your key responsibilities will include: - Leading the team in supporting M&A & ECM transactions by preparing various documents such as Information Memorandums, Roadshow presentations, financial models, valuations, etc. - Understanding client deliverables, defining engagement scope, delivering project plans to clients, managing timelines, and ensuring timely completion of deliverables. - Engaging and coordinating with various clients including investment banks, PE/VC funds, and corporates to cultivate strong relationships. - Supervising staffing, training, and managing a team of analysts and interns to ensure work completion within set timelines. - Collaborating with senior management in creating team budgets and achieving P&L targets. - Mentoring and coaching junior team members, offering guidance on financial analysis techniques and professional development. - Developing systems & processes, databases, firm-wide templates, and documents to standardize the quality of deliverables. Qualifications required for this role include: - Bachelor's degree in finance, Economics, Engineering, or related discipline (CA/CFA preferred). - Minimum of 5 years of core Investment Banking experience, preferably in M&A, capital markets, or strategic advisory. - Advanced proficiency in financial modeling, valuation, Excel, PowerPoint, and data platforms like Capital IQ, Pitchbook, or Bloomberg. - Proven track record in executing live deals, conducting due diligence, preparing pitch books, and creating client-ready financial analysis. - Strong analytical and quantitative skills with attention to detail and accuracy. - Excellent verbal and written communication skills to articulate complex financial concepts clearly. - Highly organized with the ability to manage multiple workstreams concurrently within tight deadlines. - Team-oriented mindset with a strong work ethic and flexibility to work extended hours when necessary. This is a full-time position with the benefit of working from home. The work location is in person.,

As an experienced credit analyst, your role will involve independently leading and delivering detailed credit assessments for leveraged and non-investment grade issuers across various sectors. You will be responsible for building and reviewing comprehensive financial models with projections, including scenario and sensitivity analysis. Additionally, you will conduct thorough business and financial risk analysis, which includes evaluating capital structure, liquidity, and covenant assessments. Your key responsibilities will include: - Writing high-quality credit memos, investment recommendations, and risk summaries that meet client standards - Reviewing and quality-checking outputs prepared by junior analysts, such as financial models, draft memos, and data inputs - Providing structured feedback and coaching to junior team members to enhance analytical quality and consistency - Leading case reviews and discussions with onshore stakeholders, clarifying assumptions and credit positioning - Contributing to periodic portfolio monitoring, early warning indicator tracking, and sector-specific deep dives - Working effectively across multiple accounting frameworks, including IFRS and US GAAP In order to excel in this role, you are required to have the following qualifications and skills: - Preferred MBA or CFA qualification - Strong command of leverage finance structures, covenants, and debt instruments - Advanced financial modeling skills with expertise in 3-statement forecasting, cash flow analysis, and credit metric calculations - Excellent credit writing capability, able to distill complex inputs into clear, actionable narratives - Confident communicator with the ability to handle diverse corporate profiles and lead discussions with onshore teams If there are any additional details about the company in the job description, please provide them to further enhance the understanding of the role and the organization.,

You will be an integral part of the TMT Transactions team, based in Pune, India, working on a mix of domestic and cross-border Technology M&A and Cap Raise transactions. As a key member of the team, you will support various aspects of the deal process such as Financial Statement Analysis, Due Diligence, building Financial models, and investor collateral. **Key Responsibilities:** - Focus on execution of active deal mandates and lead preparation of transaction-related documents, financial modeling, and valuation analysis & scenarios. - Conduct Transaction Research including industry vertical analysis, market, strategic and industry peer analyses, and financial valuation benchmarks. - Develop detailed financial models to evaluate business performance under different scenarios and analyze the impacts of different capital structures. - Coordinate investor/acquirer calls, support data room set-up, term-sheet negotiations, and due diligence activities. - Manage due diligence process, liaise with third-party vendors like accounting firms/legal firms, and resolve issues/concerns. - Assist with research and analysis of sectors and transactions, present findings to management/team, and coordinate data for new trends and transaction ideas. **Qualification Required:** - 2 to 4 years relevant work experience with a big 4 or cross-border boutique Investment Bank focused on Technology, IT Services, or TMT sector deals. - Experience in sell-side Investment banking/Transaction Advisory Services/M&A transactions in the Technology sector. - Good understanding of the technology landscape and investment/exit transactions process. - Proficient in building investor collateral like pitch decks, teasers, CIMs, Financial Models, etc. - Bachelor's degree with relevant experience in the Tech industry and MBA/CFA from Top Institutions with at least 2 years relevant investment banking/M&A/Consulting experience. If you meet the above requirements and are interested in joining the TMT Transactions team in Pune, please apply with your resume and provide brief responses to the questions mentioned in the job description.,

You will be working as an Analyst in Investment Research at AGR Knowledge Services Pvt. Ltd, a company specializing in Research and Consulting for global clients in various industries. Your primary responsibility will be to handle assignments for global financial services clients, including asset managers, PE/VC funds, family offices, investment banks, and corporate M&A teams. Some of the deliverables you may work on include equity/credit research reports, financial models, business valuation, due diligence, pitch books/information memorandums, and macro/sector/markets analysis. Your key responsibilities will include: - Handling various assignments for global financial services clients - Working on diverse projects covering different asset classes and geographies - Understanding client needs, scoping out project requirements, executing projects with minimal supervision, engaging with clients regularly, and presenting deliverables To excel in this role, you will need: - Relevant research and analysis experience in equity/credit/corporate finance and advisory - Excellent analytical and communication skills - Skills in financial modeling and valuation methods like DCF, SOTP, IRR, and trading and transaction comparable - Ability to perform in-depth analysis of companies/sectors/markets - Proficiency in MS Excel, Word, and PowerPoint In addition to technical skills, the following personal attributes are desired: - Ability to work against tight deadlines - Ability to work on unstructured projects independently - Expertise or great comfort with numbers - Working knowledge of various statistical tools - Foreign language proficiency - Experience in research & analytics and proficient knowledge of financial markets - High learning agility and skills in receiving and giving feedback - High level of focus, objective alignment, and emotional resilience If you are a passionate individual with an MBA in Finance and 2-4 years of relevant experience, this role based in Mumbai (Hybrid) could be a great fit for you. Don't miss this opportunity to join a dynamic team and contribute to the growth story of AGR Knowledge Services Pvt. Ltd. For more information, you can visit their website at www.agrknowledge.com or reach out to them at careers@agrknowledge.com.,

Job Description: As a Portfolio Quality Analyst at the leading global investment management firm, AB, you will support Associate Portfolio Managers in ensuring accurate and efficient portfolio decisions. Your role will involve working across all asset classes and collaborating closely with teams throughout the AB enterprise, including Operations and Technology teams. You must show an interest in financial markets and develop a deep understanding of the products, operational policies, and procedures. Key Responsibilities: - Perform start-of-day quality control checks to verify data accuracy and integrity - Assist in reviewing portfolios to identify strategy dispersion, validate lifecycle events, or investment workflow completion - Examine and investigate post-trade compliance alerts to ensure adherence to investment guidelines - Support the account opening process by initiating market openings, ISDA requests, system setup, and other activities to ensure readiness - Test client guidelines to ensure correct coding and compliance with internal standards - Assist in preparing investment and portfolio reports - Support routine or ad-hoc client requests - Identify opportunities to re-engineer and automate processes to boost operational efficiency, improve client service, and strengthen risk controls Qualifications Required: - Master's degree with two to five years of relevant industry experience - Motivated self-starter with a passion for process improvement and using technology to solve complex problems - Strong interest and experience in financial markets, especially asset management - Excellent problem-solving and analytical skills - Effective communication skills and a strong desire to work in a team-oriented environment - Deep understanding of risk management and the overall control environment - Strong soft skills such as adaptability and creativity - Experience with Fixed Income, Equities, Currency, and/or Global Markets is preferred - Proficiency in Microsoft Excel and exposure to coding is a plus (SQL, Python) - Team Lead Experience managing a team of 3 or more, with the ability to contribute insight towards solving problems Location: Pune, India,

As an Analyst and Associate Intern at our firm, you will work closely with senior sector leads and senior bankers in the Investment Banking industry, specifically focusing on the TMT sector. Your role will involve practical exposure to industry transactions, training, mentoring, and stretch learning opportunities. These experiences will help you gain valuable industry knowledge and lay a strong foundation for a future career in Investment Banking or Equity Research. **Key Responsibilities:** - Work with the senior team on industry research, financial analysis, due diligence, and financial modeling for investment banking transactions in the Technology sector. - Research new industry markets, build profiles on companies within specific technology sub-sectors, and contribute to sector reports, insights, and SWOT analysis. - Conduct research and financial analysis specific to the technology sector and support in setting up meetings with stakeholders. - Support in follow-ups and follow-throughs with decision-makers on behalf of the senior team. **Qualifications Required:** - Relevant work experience in investment banking, Equity Research, Venture Capital, or Management Consulting with exposure to the Technology industry. - Preferably a 2019 Graduate or Graduate in 2020 currently enrolled in a CFA/CA program with plans for a top tier-MBA subsequently. - Availability to work full time or a minimum of 35 hours/week immediately. - Exceptionally, CA Inter Candidates are eligible if all other criteria are met. - Excellent Analytical and Presentation skills with experience in building investor-related collateral such as Financial snapshots, Pitch books, IMs, etc. If you believe you meet the above requirements and are a go-getter, highly motivated, and goal-oriented individual, we encourage you to apply with your resume. In your application, please provide brief responses to the questions listed on our careers page to careers@saglobaladvisors.com.,

You are a strategic thinker passionate about driving solutions in investment management. You have found the right team. **Key Responsibilities:** - Growing the business through new clients and expand existing relationships - Delivering new products and retaining current assets - Maintaining a strong communication framework to provide clients with detailed insights - Working with the team on prospective opportunities - Managing regular updates to clients through pitch books and data-led reports - Learning about our business and responding to ad hoc queries from stakeholders - Setting up new reporting requirements and troubleshooting data and reporting issues - Preparing strategy presentations including performance, market value, analytics, and portfolio holdings - Customizing client presentations for Investment Specialists review meetings - Analyzing portfolios including positioning, analytics, and performance results - Assisting with the preparation of client performance reports and investment review materials **Qualifications Required:** - At least 4 years of experience in Asset Management and Investment banking support - Excellent communication (written and verbal), analytical, and organizational skills - Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy - Time management skills & ability to multi-task - Strong quantitative and analytical skills (including data analysis and ability to understand data flows) - Proficient in Microsoft Office (Excel, Word, PowerPoint) - Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly - Self-starter and solution-oriented with an ability to work independently and as a team player - Comfortable working in a fast-paced environment across multiple time zones - A solid understanding of capital markets, and familiarity with asset management **Preferred Qualifications:** - Understanding of Multi-asset solutions business is a plus - CFA/FRM/CAIA candidature would be an added advantage - Strong automation skills. Coding experience is a plus.,

Role Overview: You will be joining the Corporate Finance & Investment Banking practice where the focus is on providing financial & strategic solutions to clients through in-depth analysis and evaluation of alternatives. Leveraging a global network of 2,500+ corporate finance professionals across 100+ countries, you will be contributing to providing market intelligence to enhance client value. Key Responsibilities: - Help in conducting financial analysis, sector scoping, research, etc. - Prepare pitches to create new client relationships and transactions. - Perform industry-specific analysis including evaluation of key growth drivers, competitive landscape, key merits & challenges. - Conduct financial modeling and valuation of companies. - Perform global industry landscaping and benchmarking of key players. - Prepare company and business profiles. Qualification Required: - 1-2 years of experience - B.Com / BFM / BAF Additional Company Details: N/A,

Role Overview: You will be part of a new strategic support division at Techronyx, focusing on assisting founders, startups, and growth-stage companies in presenting their vision with clarity and precision. As a Strategic Investment Documentation Specialist, your primary responsibility will be to transform business ideas into compelling and well-structured investment materials. Key Responsibilities: - Develop comprehensive presentation materials customized for investor meetings, financial discussions, and strategic reviews. - Translate raw founder inputs, financial data, and market insights into clear, concise, and impactful documents. - Create structured narrative flows that emphasize the business model, value proposition, financial outlook, and market potential. - Conduct research on industry trends, competitive landscape, and financial benchmarks to support detailed strategic documents. - Collaborate closely with founders and internal teams to refine business narratives and ensure alignment with investment objectives. - Prepare visually engaging presentation assets with strong storytelling and data-driven clarity. - Maintain accuracy, consistency, and a high standard of professionalism in all deliverables. Qualification Required: - Strong command of business communication, financial analysis, and strategic writing. - Ability to convert complex ideas into clean, engaging, and structured documentation. - Experience in preparing materials for investment discussions, startup growth planning, or corporate strategy. - Proficiency in modern presentation tools (PowerPoint, Google Slides, Keynote) and business documentation formats. - Excellent research skills with attention to detail and narrative accuracy. - Understanding of early-stage and growth-stage business frameworks. Additional Company Details: Techronyx is committed to driving business growth through innovative and transformative solutions by leveraging expertise in Design Thinking, Clean Code, DevSecOps, and Quality Automation across various domains. With a multidisciplinary team of skilled professionals, including web designers, mobile engineers, software developers, and business analysts, we aim to deliver affordable and impactful solutions that optimize timelines and enhance platforms. Join us for an opportunity to shape high-impact business narratives, work with founders and leadership across multiple industries, and be part of a culture of ownership, creativity, and professional growth.,

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. **Job Responsibilities:** - **Indirect Allocations Management:** - Oversee and maintain the rules governing indirect cost allocations within the Commercial & Investment Bank (CIB). - **Process Coordination:** - Track and coordinate the timing of monthly indirect allocation runs for actuals, forecasts, and budget cycles to ensure accuracy and timeliness. - **Financial Variance Analysis:** - Analyze financial results to identify and explain variances across: - Different budget cycles - Forecast and outlook cycles - Actuals versus forecast and budget - **Cost Center Recertification:** - Lead the annual recertification process for approximately 200,000 CIB cost centers, ensuring compliance and data integrity. - **Business Support & Investigation:** - Assist business units in understanding their financials and the logic behind allocation results, providing clear explanations and actionable insights. - **Technology Engagement:** - Actively participate in technology initiatives, leveraging tools such as Databricks, SAPCO, Advanced Analytics, and Anaplan XL to drive process improvements and enhance analysis capabilities. **Required qualifications, capabilities, and skills:** - Self-starter who is able to work in a fast-paced, results-driven environment - BA/BS in Finance, Economics, Accounting - Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities - Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment - Excellent organizational, management, and both verbal and written communication skills - Strong quantitative, analytical, and problem-solving skills - Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros - Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations - Detail-oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously - Team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management - Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically **Preferred qualifications, capabilities, and skills:** - (CFA, CPA, MBA a plus) - At least 3 years of relevant FP&A experience, preferably in the financial services industry.,