investment-analysis-jobs-in-dum-dum

7,276 investment Analysis Jobs in Dum Dum

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posted 2 months ago
experience0 to 4 Yrs
location
Karnataka
skills
  • Investment research
  • Financial analysis
  • Project management
  • Analytical skills
  • Interpersonal skills
  • Strategic investment plans
  • Problemsolving skills
  • Communication abilities
  • Microsoft Office Suite
  • Investment analysis tools
  • Fluent in English
Job Description
As an Investment Intern at EX Venture Academy located in Bali, Indonesia, you will have the opportunity to elevate your career against the stunning backdrop of Indonesia's cultural beauty. This 4 to 6-month unpaid internship is designed for individuals eager to immerse themselves in the world of investment and make a significant impact. Exceptional candidates may be considered for scholarships to further enhance their experience. - Conduct investment research - Perform financial analysis to support client engagements - Collaborate with seasoned professionals to develop strategic investment plans - Attend client meetings - Prepare investment reports and proposals - Contribute to project management efforts to ensure timely goal achievement - Bring innovative ideas to improve service delivery and enhance client satisfaction To qualify for this internship, you should: - Be currently enrolled in or have recently graduated from a degree program in Finance, Economics, Business, or a related field - Have strong analytical and problem-solving skills - Possess excellent interpersonal and communication abilities - Be proficient in the Microsoft Office Suite - Have familiarity with investment analysis tools (a plus) - Be fluent in English and knowledge of additional languages is advantageous Joining EX Venture Academy offers numerous benefits, including the opportunity to experience Bali's vibrant culture while gaining valuable real-world insights. You will have access to industry professionals and leaders who are dedicated to your growth and development. Moreover, personalized mentorship, professional development workshops, and the potential for a full-time position post-internship completion are also on offer. To apply for this exciting opportunity, submit your resume and a cover letter emphasizing your passion and experience in investment. Remember to include "Investment Internship Application" in the subject line. Join us at EX Venture Academy in Bali, where you can contribute meaningfully to shaping the future of investment and gaining invaluable experience. Visit our websites at www.exventure.co and www.baliinternship.com for more details. Connect with us on social media platforms such as Instagram (@exventureacademy) and TikTok (@exventureacademy1). We look forward to witnessing the impact you will make!,
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posted 2 weeks ago
experience5 to 9 Yrs
location
All India, Hyderabad
skills
  • Consulting
  • Audit
  • Corporate finance
  • Business analysis
  • Process improvement
  • Analytical skills
  • Workday
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Visio
  • Relationship Building
  • Communication
  • Independence
  • Collaboration
  • Organization
  • Driving Results
  • Public Accounting
  • Investment firms
  • Large datasets
  • Work Ethic
  • Flexibility
  • Intellectual Curiosity
  • Judgment
Job Description
As a part of this role, you will be responsible for the following tasks: - Source and train a newly formed team on existing expense processes - Create KPIs and monitor exception reports to identify inconsistencies - Document key processes and risks to identify gaps in our service model for excellent internal customer support, and plan remediation efforts to address gaps identified - Collaborate with budget owners to: - Understand and document business and standard vendor relationships - Act as subject matter experts on vendors and services being provided - Advise cost center administrators and expense approvers on consistent and appropriate corporate and fund coding - Partner with expense owners to work with vendors to improve invoices for efficient processing - Collaborate with Fund Accounting to: - Understand and document various fund expense considerations and requirements - Act as subject matter experts for each strategy's nuances and fund chargeback capabilities per the legal documents - Review all fund invoices and T&E for completeness and appropriateness of instructions prior to approval for allocation - Advise Cost Center administrators and expense approvers on changes needed to allocation instructions provided - Collaborate with Corporate Accounting to: - Understand and document appropriate spend category / GL considerations for expense coding - Serve as a liaison between expense owners and Corporate Accounting for coding questions - Maintain spend category to GL mapping and descriptions for guidance - Collaborate with Corporate Finance to: - Understand and document budget considerations regarding expense coding - Help ensure expenses are coded to appropriate expense owners - Assist Cost Centers and Corporate Finance with expense reclasses in Workday - Support expense level projects within Workday to ensure solutions are systematic, efficient, and maintainable Qualifications required for this role include: - Prefer experience within Public Accounting and Investment firms, preferably with a focus in consulting, audit and/or corporate finance functions - Track record in business analysis and process improvement - Strong analytical skills and ability to understand and resolve complex problems - Experience with large datasets - Expertise in Workday, Microsoft Excel, Word, PowerPoint, and Visio In addition to the qualifications, some personal attributes that are expected for this role include: - Relationship Building: works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. Ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers. - Communication: strong interpersonal and verbal/written communication skills; ability to present complex material. - Independence & Collaboration: experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision while representing department and executive management interests and concerns. - Work Ethic: focus on continual development, performance, accountability, and self-motivation. - Flexibility & Organization: adapt to shifting priorities, demands, and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast-paced environment. - Intellectual Curiosity: energized by learning new things and engaging across a wide range of issues; must have strong problem-solving skills; adept at conducting research into project-related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies. - Driving Results: sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through. - Judgment: makes recommendations and decisions that balance a variety of factors. Please note that the company has an Equal Opportunity Employment Policy for positions based in Los Angeles. For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state, and local law. As a part of this role, you will be responsible for the following tasks: - Source and train a newly formed team on existing expense processes - Create KPIs and monitor exception reports to identify inconsistencies - Document key processes and risks to identify gaps in our service model for excellent internal customer support, and plan remediation efforts to address gaps identified - Collaborate with budget owners to: - Understand and document business and standard vendor
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posted 2 days ago
experience0 to 4 Yrs
location
All India
skills
  • Client Relationship Management
  • Invoicing
  • Inventory Management
  • Data Analysis
  • Presentation Skills
  • Financial Research
  • Market Analysis
  • Team Collaboration
  • Project Management
  • ERP Implementation
  • Client Management
  • Investment Guidance
  • Financial Strategies
Job Description
As an intern at the Global Startup Summit, your day-to-day responsibilities will include: - Developing and maintaining strong relationships with clients to understand their financial goals and needs, including reaching out to potential clients. - Interacting with clients to provide guidance on investment opportunities and financial strategies. - Regularly recording invoices, maintaining inventory masters, and updating production data on Bos Global ERP, PetPooja ERP, etc. for both the Group companies and clients. - Creating visually engaging presentations and reports using Canva to effectively communicate complex financial information to clients. - Conducting in-depth research on global market trends, industries, and potential investment opportunities. - Collaborating with team members to develop innovative financial solutions for clients. - Assisting with various projects and initiatives to contribute to the overall success of the company. - Understanding the ERP implementation process and client management. About the Company: Global Startup Summit is an initiative aimed at connecting the startup community for collective networking and progress. It serves as a platform to foster the Indian startup ecosystem and works towards bridging the gap between startups and investors.,
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posted 7 days ago
experience11 to 15 Yrs
location
Maharashtra
skills
  • Accounting
  • Product Control
  • Financial Analysis
  • Investment Accounting
  • Loan Syndication
  • Alternative Assets
  • Microsoft Office
  • Tableau
  • Alteryx
  • Credit Agreements
  • Fee Structures
  • PowerBI
  • Investment Lifecycle
Job Description
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.,
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posted 7 days ago
experience1 to 5 Yrs
location
Haryana
skills
  • Financial forecasting
  • Financial reporting
  • Financial modeling
  • Variance analysis
  • Data interpretation
  • Forecasting
  • Excel dashboards
  • Operational metrics tracking
  • Financial data analysis
  • Credit Notes preparation
  • Trend identification
  • Process improvements
Job Description
Role Overview: You will be part of a group comprising of three verticals - Asset Management, Alternative Investment Fund, and Financial Advisory, providing comprehensive financial and advisory services to corporates at various stages of their lifecycle. Your core responsibilities will include buyout and management of stressed assets, revival of companies under insolvency, and liquidation. The office location for this role is in Phase II, Cyber City, Gurugram. Key Responsibilities: - Perform financial forecasting, reporting, and operational metrics tracking. - Analyze financial data, create financial models, and Credit Notes for decision support. - Report on financial performance and prepare for regular leadership reviews. - Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. - Work closely with the team to ensure accurate financial reporting. - Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. - Provide analysis of trends and forecasts and recommend actions for optimization. - Recommend actions by analyzing and interpreting data and making comparative analyses. - Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards. - Increase productivity by developing automated reporting / forecasting tools. - Maintain a strong financial analysis foundation creating forecasts and models. Qualifications Required: - Mandatory holding of NISM Certificate XIX-C or XIX-D AIF (Alternate Investment Fund). - 1-3 years of work experience in financial analysis or related field. - Strong analytical skills and proficiency in financial modeling. - Excellent communication and teamwork skills. If you are interested in this opportunity, please reach out via email to Prashant@accordmanpower.com or call 8802308205.,
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posted 2 weeks ago
experience5 to 9 Yrs
location
All India, Hyderabad
skills
  • Financial Modelling
  • IFRS
  • SQL
  • Python
  • Excel
  • Tableau
  • Power BI
  • Data Warehousing
  • Data Integration
  • Financial Data Analysis
  • Credit Skills
  • Valuation Skills
  • Investment Operations
  • Cloudbased Data Services
Job Description
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.
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posted 1 week ago
experience5 to 9 Yrs
location
Karnataka
skills
  • Investment Compliance
  • Analysis
  • Troubleshooting
  • Investment Policy
  • BlackRock Aladdin
  • Analytics
  • Analytical Skills
  • Problem Solving
  • Communication Skills
  • Reconciliations
  • Eye for Detail
  • Investment Guidelines
  • Regulatory Rules
  • Asset Class Hierarchy
  • Microsoft Platforms
  • Organizational Skills
  • Quantitative Skills
  • Team Interaction
Job Description
As a member of the Investment Compliance team at Voya IM, your main responsibility will be to ensure investment policy compliance by checking investment restrictions against funds exposure. This role requires a strong analytical mindset and attention to detail. You will be responsible for reading fund prospectuses, investment policies, and investment policy statements to extract applicable investment restrictions. Additionally, you will need to understand and amend existing coded rules on the BlackRock Aladdin platform, as well as code new rules with testing to ensure accurate results. Your role will also involve routine review of existing clients" investment guidelines, implementing changes in compliance master, and investigating valid breaches to rule out invalid breaches for accurate delivery. Strong communication skills are essential as you will interact with various parts of the organization and develop efficient working relationships. To be successful in this role, you should have an undergraduate degree in accounting, finance, quantitative analysis, or business administration, along with 5 to 8 years of investment industry experience. Knowledge of Alladin rule coding platform, regulatory rules around 1940 Act and UCITS, asset class hierarchy, exposure calculation methods, and familiarity with platforms like Bloomberg, Aladdin, and PowerBI will be beneficial. Strong skills in Microsoft platforms and PC-based software are expected, as well as organizational, analytical, and quantitative skills. You should be adaptable to work in a challenging environment with varying workloads and strict deadlines. Maintaining strong working relationships with peers, supervisors, project leaders, and internal/external clients is crucial. A congenial and professional attitude is expected in this relatively flat organization. Flexibility to work in shifts is also required for this role at Voya IM.,
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posted 1 week ago

Retirals Trust Investment Manager

Maruti Suzuki India Ltd
experience5 to 9 Yrs
location
Haryana
skills
  • Financial Markets
  • Credit Risk
  • Liquidity Risk
  • Gsec
  • Corporate Bonds
  • Mutual Funds
  • Investment Analysis
  • Cash Flow Forecasting
  • Accounting
  • Compliance Management
  • Auditing
  • Digitization
  • Automation
  • Power BI
  • Equity Investments
  • Debt Investments
  • SDLs
  • ALM Management
  • Actuarial Valuation
  • Financial Statements Preparation
  • Power Automate
Job Description
As a member of the CFT team at MSIL, your role will involve managing Retirals Trusts investments, financials, and other related functions of MSIL Provident Fund, Gratuity Fund, and Superannuation Fund Trusts. Your responsibilities will include: - Monitoring cash flow forecasting and liquidity planning for retiral trust and for MSIL - Formulating and implementing strategies for equity and debt investments in G-sec, SDLs, corporate bonds, and mutual funds - Analyzing and proposing investment proposals for perusal to senior management, ensuring compliance to EPFO and other regulatory requirements - Dealing with various brokers and market participants to negotiate and deal while purchasing/selling securities Additionally, you will be responsible for: - Post-investments monitoring of credit quality analysis of the investment portfolio as well as related sectors - Exploring alternate investment opportunities to optimize returns - ALM management for retiral fund investments - Coordinating with various market participants to stay informed about developments in financial markets impacting retirals trust - Managing the operational aspects and related accounting for activities related to investments, redemptions, and fund switches In terms of Accounting related to Retiral Trust, your duties will involve: - Monitoring cash flow forecasting and liquidity planning for retiral trust and MSIL - Record keeping and management of transactions pertaining to the investment of retiral trusts - Periodic reconciliation of the Investment register - Timely submission of data for actuarial valuation of Investment of Retirals trust - Preparation and finalization of financial statements of retiral trust, ensuring compliance with EPFO, Income tax, and other regulations - Dealing with internal and external stakeholders including statutory auditors, internal auditors, and EPFO auditors - Exploring strategy on Equity and Debt portfolio churning to improvise the return on Investment Other responsibilities will include: - Identifying opportunities for digitization and automation to optimize processes - Having hands-on experience with various tools like Power BI, Power Automate - Being ready to take up various challenging assignments as and when required (Note: Any additional details about the company were not found in the provided job description),
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posted 7 days ago
experience4 to 8 Yrs
location
Haryana
skills
  • Financial Planning
  • Financial Analysis
  • Budgeting
  • Financial Reporting
  • Compliance
  • Accounting
  • US GAAP
  • Investment Accounting
  • Renewable Energy
  • Analytical Skills
  • MS Excel
  • Financial Risks Management
  • Statutory Accounting Principles
  • Real Estate Investment
Job Description
As a candidate for the position of KKR Insurance Finance, you will be responsible for supporting the accounting for strategic investments, focusing on real estate and renewable energy. Your role will involve preparing monthly and quarterly ledger reconciliations to ensure the accuracy of investment results provided by third-party administrators on a GAAP basis. Additionally, you will be involved in preparing necessary GAAP 10Q/K investment disclosures. **Key Responsibilities:** - Collaborate cross-functionally to recognize and record complex new investment transactions, such as renewable energy and real estate acquisitions and dispositions - Conduct monthly investment and suspense reconciliations, including ledger and TPA statements for subsidiaries on a GAAP basis, and review journal entries, account reconciliations, and other investment accounting activities - Perform month-end and quarter-end closing procedures, analyze SPV financial statements, income statements, and balance sheets - Ensure compliance with Sarbanes-Oxley Section 404 and NAIC Model Audit Rule - Prepare management reports providing analysis of investment results - Oversee and monitor activity in assigned SPVs - Conduct ad hoc analysis and assist with special projects as required - Collaborate with functional teams and auditors on requests and monitoring of investments **Qualifications:** - Preferred qualification as a Chartered Accountant or advanced degree in Finance - 4-6 years of relevant experience - Background in renewable energy and real estate investment accounting strongly preferred - Strong technical accounting skills with knowledge of US GAAP and Statutory accounting principles related to investments - Familiarity with complex transactions, internal securitizations, and SPVs - Strong analytical skills - Familiarity with investment accounting systems and experience with subledger implementations preferred - Proficiency in MS Excel - Pro-active, detail-oriented, deadline-driven, and excellent documentation skills - Results-oriented, flexible, self-motivated, and able to work effectively in a team environment with limited direct supervision - Excellent written and oral communication skills - Proven ability to manage competing priorities and multiple deliverables,
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posted 7 days ago

Head of Business Analysis and Agile Delivery

M&G Global Services Private Limited
experience15 to 19 Yrs
location
Maharashtra, Pune
skills
  • Asset Management
  • Business Analysis
  • Stakeholder Management
  • Team Leadership
  • Project Management
  • Agile Methodologies
  • Agile Delivery
  • Crossfunctional Team Collaboration
  • Datadriven Decisionmaking
Job Description
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.,
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posted 6 days ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • Fixed Income
  • Financial Markets
  • Asset Management
  • Analytical Skills
  • MS Office
  • Data Analysis
  • Verbal Communication
  • Written Communication
  • Time Management
  • Teamwork
  • Finance
  • Economics
  • Business Administration
  • Python
  • Quantitative Skills
  • Detailoriented
Job Description
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.*,
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posted 2 weeks ago

Investment Analyst

SKS Enterpprises - Human Resource Planning and Management
experience3 to 7 Yrs
location
Gandhinagar, Gujarat
skills
  • Financial Analysis
  • Due Diligence
  • Strategic Insights
  • Regulatory Compliance
  • Portfolio Management
  • Investment Analysis
  • Market Research
  • Financial Modeling
  • Excel
  • PowerPoint
  • Communication Skills
  • Presentation Skills
  • Performance Tracking
  • KYCAML
Job Description
As a Principal Officer Investment Analyst at an early-stage venture capital firm located in GIFT City, Gujarat, you will play a crucial role in supporting portfolio management and investment activities. Your responsibilities will involve overseeing regulatory duties as the Principal Officer and actively contributing to financial analysis, performance tracking, due diligence, and strategic insights for high-growth startups. This position offers a great opportunity for you to develop a career in venture capital with exposure to regulatory oversight and investment analysis. Key Responsibilities: - Regulatory & Principal Officer Responsibilities: - Act as the Principal Officer in accordance with IFSCA/SEBI regulatory guidelines. - Ensure compliance with all reporting, filings, audit requirements, and documentation related to fund operations. - Coordinate with regulatory bodies, auditors, custodians, fund administrators, and other external stakeholders. - Supervise internal governance, risk management, and adherence to fund policies. - Monitor KYC/AML requirements and ensure proper documentation for investors and portfolio companies. - Investment & Portfolio Responsibilities: - Track and analyze the financial and operational performance of portfolio companies regularly. - Conduct detailed financial analysis to evaluate key performance metrics and growth drivers. - Prepare and deliver investment and portfolio performance reports with actionable insights and recommendations. - Collaborate with portfolio founders to identify growth opportunities, challenges, and strategic directions. - Support due diligence for new investments, including market research, financial analysis, and benchmarking. - Stay informed about market developments, industry trends, and competitor dynamics across sectors. Qualifications Required: - Bachelor's degree in Finance, Economics, Business, or related discipline; CA, MBA, CFA is an added advantage. - Strong analytical, research, and financial modeling skills. - Proficiency in Excel, PowerPoint, and financial analysis tools. - Solid understanding of venture capital, startup ecosystems, and early-stage investment frameworks. - Excellent communication and presentation skills to engage effectively with founders and internal teams. - Highly motivated, detail-oriented, and passionate about startups, entrepreneurship, and venture investing. - Prior experience in investment analysis, fund management, or venture capital is preferred; understanding of IFSCA regulations is a plus.,
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posted 6 days ago
experience15 to 19 Yrs
location
Delhi
skills
  • Investment Banking
  • Capital Raising
  • Fundraising
  • Financial Analysis
  • Financial Modeling
  • Negotiation
  • Market Intelligence
  • Relationship Building
  • Team Leadership
  • Strategic Advisory
  • Mentorship
Job Description
As a seasoned Senior Investment Banker at T9L, your role will be crucial in driving the studio's capital-raising initiatives for both the studio and its portfolio companies. Your proven track record in large-scale fundraising (USD 50M+ deals), access to a global investor network, and entrepreneurial mindset will be key to leading cutting-edge transactions and fueling growth ambitions. **Key Responsibilities:** - Design and implement capital-raising strategies tailored for studio scaling, including equity, debt, hybrid instruments, and innovative financial solutions (SPACs, green bonds, etc.). - Identify, structure, and close high-value funding transactions for the studio and its ventures, leveraging global networks of institutional investors, private equity, venture capital, family offices, and strategic partners. - Organize and lead studio-specific investor roadshows, presentations, and direct outreach campaigns. Craft compelling investment memorandums and pitch decks to articulate T9L vision and market value. - Build and analyze complex financial models and scenario plans. Advise on optimal deal structures, balancing the studio's capital needs with cost, risk, and investor appetite. - Oversee fundraising process end-to-end, from due diligence, documentation, and negotiation, to regulatory filings and closing. Ensure adherence to global securities laws and post-raise governance standards. - Monitor macroeconomic trends, market conditions, and investor sentiment. Counsel T9L leadership on best timing and tactics for fundraising; anticipate challenges, and innovate solutions. - Cultivate robust relationships with current and prospective investors. Develop partnerships to support future studio fundraising rounds and strategic needs. - Mentor junior team members, fostering a culture of excellence and continuous learning. **Qualifications Required:** - 15+ years of deep investment banking experience, with extensive exposure to startup, studio, or venture capital environments. - Demonstrated success in closing complex, high-value fundraising transactions (USD 50M+) for fast-growth ventures; studio experience strongly preferred. - Elite investor network across geographies, including private equity, venture capital, corporate funds, family offices, and sovereign funds. - Strategic thinker with advanced analytical, financial modeling, and negotiation skills. - Entrepreneurial, self-driven, resilient; thriving under pressure and relentless in pursuit of targets. - Exceptional written and verbal communication; ability to influence and inspire confidence. - Commitment to professional ethics, regulatory excellence, and transparent stakeholder management. At T9L, an innovative startup studio, you will be part of a high-growth, collaborative culture that rewards drive, ambition, and impact. You will have opportunities for deep collaboration, meaningful ownership, and continuous growth and learning, along with premium compensation, equity opportunities, and flexible work options.,
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posted 1 week ago
experience0 to 3 Yrs
location
All India
skills
  • Financial Analysis
  • Valuation
  • Financial Modeling
  • Pricing Strategy
  • Investment Analysis
  • Portfolio Management
  • Due Diligence
  • Excel
  • Power BI
  • Analytical Skills
  • Communication Skills
  • Presentation Skills
  • Riskreturn Analysis
  • Valuation Methodologies
  • Problemsolving Skills
Job Description
As an Investment Analyst Intern at Dropty, you will be part of a team that revolutionizes travel experiences by offering innovative baggage concierge services. Dropty combines logistics, security, and technology to simplify travel, and as an Assistant Investment Manager, your role will involve evaluating financial opportunities, developing pricing strategies, and managing portfolio performance with precision and expertise. Key Responsibilities: - Prepare and analyze financial statements, reports, and forecasts to support investment decisions. - Develop and maintain financial models for valuation, cash flow forecasting, and scenario planning. - Assist in creating and implementing pricing strategies for profitability optimization. - Conduct investment and risk-return analyses, and assess portfolio performance. - Support due diligence processes for potential investment deals and partnerships. - Collaborate with cross-functional teams to evaluate business proposals and market trends. - Monitor portfolio performance, track key metrics, and present insights to senior management. - Offer data-driven recommendations for financial efficiency and strategic growth. Qualifications Required: - Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. - 06 months of experience in investment analysis, financial modeling, or pricing strategy. - Proficiency in Excel, Power BI, or other financial modeling and analytics tools. - Strong understanding of valuation methodologies such as DCF and Comparable Company Analysis. - Excellent analytical, quantitative, and problem-solving skills. - High attention to detail and ability to manage multiple projects in a fast-paced environment. - Strong communication and presentation abilities. Preferred Experience: - Background in private equity, venture capital, investment banking, or asset management. - Exposure to startups, M&A transactions, or financial structuring. - Familiarity with industry pricing models and revenue optimization strategies. About Dropty: Dropty is India's first smart baggage concierge platform, offering home-to-airport baggage check-in and post-flight delivery services. The tech team is working on establishing a national logistics network with real-time tracking, AI automation, and secure cloud infrastructure. Join Dropty as an Investment Analyst Intern and embark on a journey of growth and innovation in the field of finance and investment.,
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posted 2 weeks ago

Investment Associate

SKS Enterpprises - Human Resource Planning and Management
experience5 to 9 Yrs
location
Gandhinagar, Gujarat
skills
  • Financial Analysis
  • Portfolio Management
  • Investment Analysis
  • Financial Modeling
  • Market Research
  • Excel
  • PowerPoint
  • Communication Skills
Job Description
As an Investment Associate at our early-stage venture capital firm located in Gift City, Gandhinagar, you will be a crucial part of the portfolio management and investment team. Your role will involve tracking the progress and performance of our portfolio companies, conducting financial analysis, and producing reports to support portfolio growth and strategic decision-making. This position offers a valuable opportunity for you to gain hands-on experience in venture capital and collaborate closely with high-growth startups. **Key Responsibilities:** - Regularly track and analyze financial and operational performance of portfolio companies. - Conduct in-depth financial analysis to understand key metrics and growth drivers. - Prepare and present reports on portfolio performance, offering insights and recommendations. - Collaborate with portfolio companies to identify growth opportunities and strategic challenges. - Support due diligence for potential investments by analyzing market trends, financial data, and industry benchmarks. - Stay updated on market developments, industry trends, and competitor activities. **Qualifications Required:** - Bachelor's degree in Finance, Economics, or related field; CA, MBA, CFA is a plus. - Strong analytical and financial modeling skills. - Excellent Excel and PowerPoint skills. - Ability to communicate effectively with portfolio companies and the investment team. - Self-motivated, detail-oriented, and passionate about startups and venture capital.,
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posted 1 week ago

Investment Banking Analyst

SKS Enterpprises - Human Resource Planning and Management
experience2 to 6 Yrs
location
Karnataka
skills
  • Financial Analysis
  • Investment Banking
  • Venture Capital
  • Private Equity
  • Financial Modeling
  • Valuations
  • Fundraising
  • Market Analysis
  • Due Diligence
  • MA
Job Description
As an Analyst in Investment Banking at our client's venture capital-backed advisory platform, your role will involve a wide range of responsibilities to support high-growth companies in scaling and unlocking long-term value. Here is a breakdown of your key responsibilities: - Build and maintain financial models, investment memos, pitch materials, and portfolio summaries for both internal and external stakeholders. - Conduct company valuations, market sizing, competitive landscaping, and scenario analyses for early- and growth-stage companies. - Identify key insights, risks, and opportunities to support the investment team, presenting findings in a structured, data-driven manner. - Collaborate with the Execution/Investment Team throughout the deal lifecycle to ensure accurate and timely deliverables aligned with investment theses. - Assist in due diligence activities such as customer/market checks, data room reviews, and reference calls. - Coordinate communication with founders, advisors, and internal stakeholders to refine analyses and investment materials based on feedback. - Track and analyze portfolio company performance, preparing regular updates and dashboards. - Stay updated on sector trends, emerging technologies, and competitive landscapes to support thesis development and pipeline generation. - Participate in founder meetings, demo days, and ecosystem events to build networks and identify promising startups. - Work closely with senior investors and partners to learn best practices in deal structuring, investment evaluation, and stakeholder communication. - Progress from Analyst to Senior Analyst to Associate, gaining exposure across multiple sectors and stages. - Develop strong problem-solving, financial, and strategic thinking skills through hands-on deal experience. Please note that the role requires a minimum of 2 to 4 years of experience in front-end investment banking, venture capital, private equity, or related financial analysis roles. This position will be based in Bengaluru, and you will have the opportunity to work from the office. Thank you for considering this exciting opportunity with us!,
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posted 1 week ago
experience3 to 7 Yrs
location
Delhi
skills
  • Financial Analysis
  • Budgeting
  • Forecasting
  • Reporting
  • Data Management
  • Strategic Planning
  • Continuous Improvement
  • Financial Modelling
  • Excel
  • BI tools
  • CrossFunctional Collaboration
  • Investment Evaluation
  • SAP systems
Job Description
As an FP&A Analyst at our company, you will play a crucial role in providing insightful financial analysis, budgeting, forecasting, and reporting to support strategic decision-making processes. Your strong analytical skills, excellent communication abilities, and thorough understanding of financial principles will be key to your success in this role. Key Responsibilities: - Conduct detailed financial analysis to evaluate business performance, identify trends, and provide insights and recommendations for improvement. - Assist in developing and managing annual budgets and periodic forecasts to ensure alignment with organizational goals. - Prepare and present financial reports, including variance analysis, KPIs, and dashboards, to senior management and stakeholders. - Maintain and update financial models, databases, and systems to ensure accuracy and reliability of financial data. - Provide financial insights and scenario analysis to support strategic planning initiatives. - Collaborate with various departments to gather relevant data and ensure accurate financial reporting. - Assist in evaluating potential investments, mergers, and acquisitions. - Continuously improve financial processes and systems to enhance efficiency and accuracy. Technical Skills: - Proficiency in financial modeling, Excel, and financial analysis tools. - Experience with SAP systems and BI tools is a plus. Soft Skills: - Strong analytical and problem-solving skills to interpret complex financial data and provide actionable insights. - Excellent written and verbal communication skills to present complex financial information clearly and concisely. Benefits: - Competitive salary and benefits package in a globally operating company. - Opportunities for professional growth and involvement in diverse projects. - Dynamic and collaborative work environment. You will love working with us at Encardio because we offer a thriving environment where innovation and collaboration are essential. You will be part of a diverse team shaping the future of infrastructure globally, with your work directly contributing to some of the world's most ambitious and groundbreaking engineering projects.,
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posted 2 weeks ago
experience0 to 4 Yrs
location
Maharashtra, Pune
skills
  • Investment Banking
  • Equity Research
  • Financial Due Diligence
  • Financial Analysis
  • Due Diligence
  • Financial Modelling
  • SWOT Analysis
  • Market Analysis
  • Analytical Skills
  • Presentation Skills
  • Investor Relations
  • Pitch Books
Job Description
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.,
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posted 6 days ago
experience2 to 6 Yrs
location
All India
skills
  • Financial Analysis
  • Financial Modelling
  • Market Research
  • Investment Analysis
  • Valuation
  • Forecasting
  • Due Diligence
  • Data Management
  • Communication Skills
  • Collaboration
Job Description
As an Investment and Acquisition Strategy professional at Damac, you will be responsible for leading comprehensive financial analysis and modelling to evaluate high-potential investment opportunities aligned with the company's strategic vision. Your key responsibilities will include: - Uncovering new acquisition opportunities through rigorous market research and innovative analysis of potential targets and market entry strategies. - Excelling in land acquisition analysis by assessing potential investments, evaluating market viability, and determining long-term value. - Crafting detailed financial models, including forecasts, valuations, and impact assessments of potential transactions. - Monitoring market trends, interpreting financial statements, and proactively identifying new investment avenues. - Developing compelling investment reports, pitch books, memos, and business cases to present to senior management. - Delivering data-driven recommendations backed by thorough research and analysis. - Regularly reviewing the financial performance of existing investments, focusing on P&L, cash flow, and balance sheets. - Conducting meticulous due diligence, analyzing financial statements, and conducting market research to assess risks and opportunities. - Maintaining accurate and well-organized documentation for evaluations and data management. In terms of Collaboration and Communication, you will be expected to foster strong relationships with internal stakeholders by sharing insightful updates on deal progress and investment recommendations. You will also collaborate with internal teams and legal advisors to ensure investment documentation aligns with commercial terms and strategic goals. As part of Innovation and Continuous Improvement, you will drive process enhancement by implementing best practices in financial analysis and reporting. You will also contribute to policy and procedure development to maintain compliance and service quality. In Reporting and Presentation, you will create clear, impactful reports that support the strategic objectives of the Investments & Acquisitions department. Qualifications required for this role include: - Masters degree in Finance, Economics, Business Management, or a related field. - Professional certifications (CFA, CA, CAIA, PMP) that demonstrate your expertise. - Minimum of 2 years of relevant experience, preferably within private equity or real estate. - Proven track record in land acquisition analysis, including feasibility studies and risk assessment. - Exceptional financial modelling skills with expertise in valuation, forecasting, and scenario analysis. - Strong analytical mindset, with the ability to transform data into actionable strategies. - Outstanding communication and collaboration skills to work effectively with diverse teams.,
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posted 2 days ago
experience2 to 6 Yrs
location
Noida, Uttar Pradesh
skills
  • Financial Analysis
  • Market Research
  • Due Diligence
  • Investment Analysis
  • Financial Modeling
  • Forecasting
  • Valuation
  • Data Analysis
  • Risk Assessment
  • Stakeholder Management
  • Process Enhancement
  • Compliance
  • Reporting
  • Documentation Management
Job Description
Role Overview: As an Investments & Acquisitions professional, you will play a pivotal role in spearheading market research, financial analysis, and due diligence to identify and capitalize on high-impact investment opportunities. Your valuable insights will directly contribute to Damac's financial and stakeholder objectives, guiding the decision-making process and maximizing returns. Key Responsibilities: - Lead comprehensive financial analysis and modeling to evaluate potential investment opportunities in alignment with Damac's strategic vision. - Conduct rigorous market research and innovative analysis to uncover new acquisition opportunities and assess market viability for long-term value. - Craft detailed financial models, including forecasts, valuations, and impact assessments. - Monitor market trends, interpret financial statements, and proactively identify new investment avenues. - Develop compelling investment reports, pitch books, memos, and business cases to present to senior management. - Review the financial performance of existing investments focusing on key financial indicators such as P&L, cash flow, and balance sheets. - Conduct meticulous due diligence, analyze financial statements, and market research to assess risks and opportunities. - Maintain accurate and well-organized documentation for evaluations and data management. - Collaborate with internal stakeholders and legal advisors to ensure investment documentation aligns with commercial terms and strategic goals. - Drive process enhancement by implementing best practices in financial analysis and reporting. - Contribute to policy and procedure development to maintain compliance and service quality. - Create clear and impactful reports that support the strategic objectives of the Investments & Acquisitions department. Qualifications Required: - Hold a Master's degree in Finance, Economics, Business Management, or a related field. - Professional certifications such as CFA, CA, CAIA, or PMP that demonstrate expertise are preferred. - Minimum of 2 years of relevant experience, preferably within private equity or real estate. - Proven track record in land acquisition analysis. - Exceptional financial modeling skills. - Strong analytical mindset. - Outstanding communication and collaboration skills to work effectively with diverse teams.,
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