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272 investment Companies Jobs in Chittoor

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posted 1 month ago
experience6 to 8 Yrs
Salary6 - 10 LPA
location
Hyderabad
skills
  • volume hiring
  • fund accounting
  • talent acquisition
  • investment banking
  • non it skills
  • recruitment
Job Description
Hiring: Assistant Manager Talent Acquisition (Non-IT | High Priority) Location: Hyderabad (Hybrid 3 Days Office) Benefits: 2-way cab | Competitive compensation up to 10 LPA Are you an experienced Talent Acquisition Specialist with a proven track record in non-IT volume hiring We are looking for someone who can independently handle end-to-end recruitment and drive hiring success across the team! Role: Assistant Manager Talent Acquisition Experience Required: 6 to 10 Years (Non-IT Volume Hiring) Target Companies: MNCs, Captive Centers, Shared Services, BFSI, BPO, Retail, Telecom, etc. Key Responsibilities: Manage mass hiring / volume hiring for multiple business units Own the recruitment cycle: sourcing, interviewing, onboarding Act as a single point of contact for stakeholder management Handle client escalations and deliver timely closures Drive hiring strategies and data-driven decisions Mentor junior recruiters and lead from the front Must-Have Skills: Excellent written & verbal communication skills Ability to run the TA function independently Strong experience in Non-IT bulk hiring Confident in handling CXO level stakeholders  Essential Qualification and Work Experience: 6-8 years of experience in managing volume hiring(Voice and NonVoice) and non IT(BFSI) hiring III. Understand market dynamics and drive business decisions IV. Ability to thrive in a fast paced, multi-tasking environment and to manage multiple deadlines  Soft Skills : I. Exceptional communications verbal and writing II. Should have knowledge on MIS and updating reports Preferred Qualification: I. MBA Preferred Technical Skills: II. MS Office Interested Let's Talk! Send your resume to: Contact: 9036237987
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posted 2 months ago
experience0 to 4 Yrs
location
Hyderabad, Telangana
skills
  • Fluency in English
  • Exceptional communication skills
  • Proficiency in multiple languages
  • Sales skills
Job Description
Role Overview: As an ambitious and skilled professional, you have the opportunity to join Fab invest, a fintech startup in the alternate investment space. Your role as an Investment Associate will be crucial in propelling the company towards achieving its revenue goals. You will be a key player in facilitating small and mid-scale investors to securely invest in prime real estate projects and earn 18% returns per annum. Key Responsibilities: - Initiate contact with potential investors through personalized consultation calls, understanding their financial goals, preferences, and risk tolerance levels. - Educate investors about the company's vision, mission, and range of investment opportunities available, ensuring they feel confident in their decision-making process. - Build strong relationships based on expertise, professionalism, and genuine care for the investor's financial well-being. - Overcome objections and hesitations by addressing concerns and providing reassurance. - Close deals effectively by presenting compelling arguments and highlighting the benefits of investment opportunities. - Contribute to the company's revenue targets by successfully converting investors and adding to the investor base. Qualifications Required: - Exceptional communication skills with fluency in English. - Proficiency in at least three languages, preferably English, Hindi, and one more language. - Previous work experience is a plus but not mandatory. - Undergraduate degree required; MBA is a plus.,
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posted 1 week ago
experience2 to 6 Yrs
location
Hyderabad, Telangana
skills
  • Product Management
  • Data Management
  • Technology
  • Financial Markets
  • Financial Statements
  • Financial Statement Analysis
  • Accounting
  • Microsoft Excel
  • Microsoft Visual Studio
  • SQL
  • Investment Management
  • Investment Banking
  • Capital Markets
  • AgileScrum
  • AIpowered technologies
Job Description
As an Associate Product Manager for Fundamentals & Estimates at S&P Global Market Intelligence, you will be joining the Fundamentals & Estimates Product Management Team within the Market Intelligence Data & Research organization. In this role, you will be responsible for delivering new products, product enhancements, and developing the go-to-market strategy for Fundamentals and Estimates on various platforms. You will collaborate closely with internal divisions and teams such as Technology, Content, Sales, Marketing, Account Management, and Client Services, as well as with clients to shape and execute the roadmap for Fundamentals & Estimates. **Key Responsibilities:** - Support senior Product Managers in defining and executing the roadmap for Fundamentals & Estimates - Evaluate enhancement requests from clients and incorporate feedback into the product backlog - Analyze usage data, conduct market and competitor research to make informed product decisions - Assist relationship managers, new sales, and client support with demonstrations and product understanding related to Fundamentals & Estimates - Collaborate with stakeholders to conceptualize new products and enhancements, create user stories, and wireframes - Define requirements, prioritize delivery goals, oversee test plans, and communicate progress to meet stakeholder needs - Contribute to the development and execution of go-to-market strategies for product roll-out - Conduct product testing to ensure high-quality standards are met - Review data quality and collaborate with Data Managers to drive improvements for Financials & Estimates **Qualifications Required:** - Bachelor's degree in Engineering, Accounting, Finance, or related field - 2+ years of experience in product management, data management, technology, or related roles - Strong communication skills and ability to collaborate effectively with stakeholders - Understanding of financial markets, workflows, and web-based applications - Familiarity with data, search technologies, user interface design, and API technologies - Detail-oriented and able to work well in a team environment - Problem-solving skills with the ability to articulate product requirements clearly **Preferred Qualifications:** - Experience with Agile/Scrum methodologies - Working knowledge of financial data, financial statements, and financial analysis - Familiarity with road-mapping and issue tracking software applications - Knowledge of Investment Management / Investment Banking / Capital Markets workflows - Understanding of AI-powered technologies and their integration into products About S&P Global Market Intelligence: S&P Global Market Intelligence is dedicated to delivering accurate, deep, and insightful information to help customers make confident decisions. With a team of experts providing leading data and technology solutions, the company aims to expand perspectives and empower customers to operate with confidence. Join S&P Global Market Intelligence to be a part of a team that values Integrity, Discovery, and Partnership, and prioritizes the well-being and growth of its employees through a range of benefits including health & wellness, continuous learning opportunities, and family-friendly perks. If you are looking to advance your career in a collaborative and innovative environment, consider the Associate Product Manager position at S&P Global Market Intelligence. (Job ID: 321946, Location: Hyderabad, Telangana, India),
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posted 1 week ago
experience2 to 6 Yrs
location
Hyderabad, Telangana
skills
  • Product Management
  • Data Management
  • Technology
  • Financial Markets
  • Accounting
  • Microsoft Excel
  • SQL
  • Investment Management
  • Investment Banking
  • Capital Markets
  • Financial Statements Analysis
  • AgileScrum
  • AIpowered Technologies
Job Description
About the Role: You will be an Associate Product Manager in the Fundamentals & Estimates Product Management Team within the Market Intelligence Data & Research organization at S&P Global. Your responsibilities will include delivering new products, product enhancements, and developing the go-to-market strategy for Fundamentals and Estimates on the S&P Capital IQ Pro, S&P Capital IQ, and Visible Alpha platforms. You will work closely with internal divisions and teams such as Technology, Content, Sales, Marketing, Account Management, and Client Services, as well as collaborate with clients to shape and execute the roadmap for Fundamentals & Estimates. Responsibilities: - Support senior Product Managers in defining and executing the roadmap for Fundamentals & Estimates - Evaluate enhancement requests from clients to enhance the product backlog - Conduct usage analysis and market research to drive data-driven product decisions - Act as a subject matter expert to assist relationship managers, new sales, and client support with product demonstrations and understanding related to Fundamentals & Estimates - Collaborate with stakeholders to conceptualize new products and enhancements, creating user stories and wireframes - Define requirements, prioritize delivery goals, oversee test plans, resolve impediments, and communicate progress to meet stakeholder needs - Assist in developing and executing go-to-market strategies for product roll-out - Conduct product testing to ensure high-quality standards for existing platform and new enhancements - Review data quality and timeliness for Financials & Estimates, working with Data Managers to drive improvements for maintaining high data quality Qualifications Required: - Bachelor's degree in Engineering, Accounting, Finance, or related field - 2+ years of experience in product management, data management, technology, or related fields - Strong communication skills to engage and inspire partners for collaboration and alignment - Good understanding of financial markets and workflows - Conceptual understanding of data, search technologies, user interface design, and API technologies - Ability to analyze and solve complex problems with creativity - Proficiency in articulating product requirements and business value to technology stakeholders and development teams Additional Company Details: S&P Global Market Intelligence is a division of S&P Global that provides accurate, deep, and insightful information to customers. The team delivers unrivaled insights and leading data and technology solutions to help customers expand their perspective, operate with confidence, and make decisions with conviction. The company values integrity, discovery, and partnership, and is committed to a more equitable future. S&P Global offers a range of benefits including health & wellness programs, flexible downtime, continuous learning opportunities, family-friendly perks, and more to support its employees.,
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posted 2 weeks ago
experience5 to 9 Yrs
location
Hyderabad, All India
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 months ago

Investment Senior Associate

Franklin Templeton Investments
experience2 to 6 Yrs
location
Hyderabad, Telangana
skills
  • Financial modeling
  • Financial statement analysis
  • Due diligence
  • Analytical skills
  • Microsoft Office skills
  • Attention to detail
Job Description
As a Financial services professional at Lexington Partners, you will be part of the Data, Analytics, and Financial Due Diligence Group. This group is responsible for supporting Lexington's global secondaries and co-investment teams in various aspects of underwriting, portfolio monitoring, and other related areas. Your primary focus will be on reviewing and transcribing financial reporting information into a broader database. Your ongoing responsibilities as a Senior Associate will include: - Working closely with Lexington's London investment team to participate in deal-related workflows - Managing data compiling and digital transition using tools such as DealCloud, iLevel, and similar platforms - Assisting in the preparation of financial models, valuations, and comparable company analyses under the guidance of investment team members - Helping gather and organize financial and operational data from private equity reporting and other sources - Supporting general due diligence and research - Ensuring consistently high-quality, detailed work product and on-time production of deliverables To be successful in this role, the ideal qualifications, skills, and experience include: - 2-4 years of experience in financial services, with prior employment at a US-based firm strongly preferred - Excellent English verbal and written communication skills - Superior financial modeling and Microsoft Office skills - Significant prior experience in financial statement analysis and due diligence - Strong analytical skills and attention to detail - Team-oriented, energetic self-starter with the ability to collaborate across the Lexington platform - Strong work ethic and proactive, positive attitude in a fast-paced environment with enthusiasm for expanding knowledge - Ability to manage multiple projects with tight deadlines - High ethical and professional standards This position offers a pathway to a long-term career opportunity within the new group at Lexington Partners. You can expect an attractive and competitive compensation and benefits package. For more information about Lexington, please visit www.lexingtonpartners.com. Please note that the work shift timings for this position are from 11:00 AM to 8:00 PM IST.,
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posted 1 day ago
experience2 to 6 Yrs
location
Hyderabad, Telangana
skills
  • Financial Accounting
  • Reporting
  • SOX
  • Internal controls
  • Real estate investments
  • Yardi
  • CA
  • Ability to summarize issues
  • Multitasking
  • Attention to detail
Job Description
Role Overview: As a Financial Accounting & Reporting Specialist at IQ-EQ, your main responsibility will be to handle day-to-day accounting for various companies with complex holding structures. You will be involved in maintaining interest calculation schedules, amortization/depreciation schedules, month-end reconciliations, preparation of financial statements, NAV, and management accounts. Additionally, you will be responsible for SPV, Prop Co, and hold Co accounting. Key Responsibilities: - Perform day-to-day accounting tasks for various companies including handling bank statements, incoming and outgoing invoices, accruals and provisions, transactions, and maintaining interest calculation schedules - Conduct month-end reconciliations and review accruals and provisions - Manage intercompany reconciliations and provide advice to the administration department on intercompany settlements - Prepare financial statements, NAV, management accounts, and handle SPV, Prop Co, and hold Co accounting Administration & General Responsibilities: - Assist in providing financial data for local tax returns and preparation of cash flows, management reports, quarterly NAV, and FMV reports - Support in preparing information packages for lending banks and conduct liquidity reporting and analysis Year-end Reporting Process & Audit Process: - Prepare internal and external financial reports, annual accounts, and assist in the consolidation process - Coordinate with administrators, external auditors, and manage the audit process - Prepare ad hoc reports and reconciliations Qualifications Required: - Degree in accounting - Yardi experience is a must - CA or equivalent certification is a plus - Ability to perform under pressure, adjust plans, summarize issues, and make decisions - Strong attention to detail, integrity, and professionalism - Proactive, team player, and ability to multitask - Familiarity with financial and accounting reporting systems - Fluency in English (verbal and written) is compulsory - Experience with direct real estate investments **Note: Omitting the additional information section as it does not contain specific job-related details**,
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posted 1 week ago

Adv Principal, Change Management

Invesco India Pvt. Ltd.
experience8 to 12 Yrs
location
Hyderabad, Telangana
skills
  • Project Management
  • Change Management
  • Data Management
  • Reconciliation
  • Fund Services
  • Risk Management
  • Stakeholder Management
  • Data Visualization
  • Automation Tools
  • Investment Services
  • Corporate Action
  • Financial Domain Expertise
  • Agile Project Methodologies
Job Description
Role Overview: As an Advance Principal - Change Management at Invesco, you will play a key role within the Change Management function supporting Investment & Distribution Services. Your responsibilities will include executing projects and driving change in a diverse role that encompasses strategy planning, analytics, continuous improvement, and governance. You will collaborate with internal functions and subject matter experts to ensure project delivery in a timely and effective manner. The role requires you to be a global problem solver with a good understanding of Investment and Distribution Services, a dynamic thinker, a self-starter, and possess the necessary professional competence and interpersonal skills to command the respect of senior leaders. Key Responsibilities: - Manage multiple projects through the full project life cycle, from strategic project planning to execution and tactical activities - Define projects aligned with business goals, well documented, and appropriately reported - Identify, raise, prioritize, and escalate risks and issues for resolution - Collaborate with business, operations, and support functions to understand project guidelines and implications - Design, approve, and implement detailed operating model changes - Extract information at all levels of the organization to identify core problems and needs - Conduct complex analysis and present data and insights effectively - Write system requirement specifications including use cases, data models, and mock-ups as needed - Prioritize projects and deliverables in line with functional strategy and stakeholder requirements - Proactively identify and define opportunities for continuous improvement, develop business cases, and drive the Continuous Improvement agenda - Define performance metrics for projects and business functions, drive governance, and communicate project status up and down the organization - Optimize the Continuous Improvement framework, establish control procedures, and contribute to governance forums Qualifications Required: - 8+ years of Project Management/ Change Implementation experience, preferably in the Financial or Investment Banking Sector - Experience in delivering change management solutions in highly regulated and complex financial services organizations - Strong stakeholder management skills and experience in building partnerships and consulting effectively with leadership - Knowledge in agile project methodologies and the ability to facilitate global collaborations - Excellent written and verbal communication skills, interpersonal skills, and conflict management skills - Open-minded, flexible, and able to make sound decisions in ambiguous situations - Financial domain expertise with familiarity in US financial markets and financial planning/wealth management Note: Additional details about the company were not found in the provided job description.,
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posted 1 week ago
experience0 to 3 Yrs
location
Hyderabad, Telangana
skills
  • Investment Banking
  • Operational Analytics
  • Microsoft Office
  • Excel Macros
  • Automation
  • Equity Operations
  • Financial Markets Operations
  • Security Master
  • Fixed Income Operations
  • Market Data Management
  • Corporate Actions Processing
Job Description
Role Overview: You will be joining Broadridge Financial Solutions, Inc. as an Analyst in the Investment Banking/Equity Operations team. This role offers an exciting opportunity for fresh graduates (MBA/B.Com) who are looking to kickstart their career in financial markets operations, with a focus on Security Master, Equity, and Fixed Income Operations. Your responsibilities will involve monitoring market bulletins, processing security updates, handling corporate actions, resolving client queries, ensuring SLA adherence, and collaborating with internal teams for process improvements and automation initiatives. Key Responsibilities: - Monitor bulletins and notifications from market entities like NYSE, OTCBB, TSX, CDS, FUNDSERV, OCC, etc. - Process new security additions and attribute updates for Equity and Fixed Income instruments. - Handle corporate action-related updates such as name changes, splits, adjustments, and consolidations. - Address and resolve client queries, process requests, and issue escalations effectively. - Ensure daily SLA adherence, quality monitoring, and timely reporting of MIS using tools like Excel. - Collaborate with internal teams to identify process improvements and contribute to automation initiatives. - Participate in process validation, quality reviews, and ensure operational accuracy. Qualification Required: - MBA (Finance)/B.Com Freshers or up to 1 year of relevant internship experience. - Strong interest in Investment Banking/Capital Markets/Equity Operations. - Excellent communication, analytical thinking, and time management skills. - Willingness to work in US business hours and commit long-term (2+ years) for professional growth. - Proficiency in Microsoft Office tools; knowledge of Excel macros or automation is an added advantage. Additional Details of the Company: Broadridge Financial Solutions, Inc. is a global Fintech leader in the financial services industry, with over $6 billion in revenues and clients in 100+ markets. They partner with leading banks, broker-dealers, asset managers, and corporate issuers to strengthen operations, reduce risk, and drive innovation. Joining Broadridge offers global exposure, career growth opportunities, a learning environment with certifications, a culture of innovation, and the stability of being part of a Fortune 500 Fintech leader known for integrity and technology innovation.,
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posted 1 week ago

Tax Manager U.S. Clients

Vitana Private Limited
experience3 to 7 Yrs
location
Hyderabad, Telangana
skills
  • tax planning
  • compliance
  • investment management
  • partnership taxation
  • Schedules K1 tax form preparation
  • Subchapter K
  • investment partnership allocations
  • US income tax returns
Job Description
As a Tax Manager for U.S. Clients, your role will involve preparing and reviewing U.S. tax returns, with a focus on Schedule K-1s for hedge funds and private equity entities. You will be responsible for managing and coordinating tax compliance processes for investment partnerships, working closely with internal teams to ensure timely and accurate filings. Your expertise in Subchapter K and partnership allocation methodologies will be essential in your day-to-day tasks. Additionally, you will conduct tax planning, provide insights for improving tax strategies, guide and mentor junior tax staff, and ensure quality control and compliance with applicable tax laws and regulations. Key Responsibilities: - Prepare and review U.S. tax returns, focusing on Schedule K-1s for hedge funds and private equity entities. - Manage and coordinate tax compliance processes for investment partnerships. - Work closely with internal teams to ensure timely and accurate filings. - Apply knowledge of Subchapter K and partnership allocation methodologies. - Conduct tax planning and provide insights for improving tax strategies. - Guide and mentor junior tax staff on technical matters and best practices. - Ensure quality control and compliance with applicable tax laws and regulations. Preferred Qualifications: - Hands-on experience with GoSystem Tax RS software. (HUGE PLUS!!) Qualifications: - Bachelor's degree in Accounting, Finance, or related field. - 3 years of experience in tax planning, compliance, or preparation/review of U.S. income tax returns. - Strong experience with K-1 tax forms. - Knowledge of investment management or partnership taxation. - Familiarity with Subchapter K and related partnership allocation methods. The company offers an Annual CTC that is best in the industry and commensurate with experience. The job timing is from 11:30 AM IST to 7:30 PM IST, with a requirement for flexibility during the busy season. Female employees are provided with a home drop facility.,
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posted 1 month ago

Analyst Risk, Reporting & Analytics

Oaktree Capital Management, L.P.
experience3 to 7 Yrs
location
Hyderabad, Telangana
skills
  • Python
  • SQL
  • Data Visualization
  • Investment Management
  • Private Equity
  • Financial Services
  • Risk Management
  • Portfolio Management
  • Reporting
  • Private Credit
  • Accounting Principles
Job Description
As a member of the Reporting & Performance (R&P) department at Oaktree, you will play a crucial role in delivering top-notch, technology-enabled analyses and reporting to both current and prospective investors, as well as portfolio management professionals globally. Your expertise will be focused on the various instruments and markets in which Oaktree operates, with a particular emphasis on closed-end and evergreen strategies such as Private Credit, Opportunistic Credit, Special Situations, and Real Estate. Working closely with deal teams and the middle and back office, you will ensure that investment transactions accurately reflect their economic substance according to booking guidelines. Your responsibilities will also involve collaborating with cross-functional business partners to enhance data, processes, and technology supporting investment performance, which is integral to our investor reporting and fundraising efforts. - Develop analyses and reports related to positions and portfolios across different Oaktree strategies on a recurring and ad hoc basis - Update and maintain investment-level track records (IRR and MOIC) across various Oaktree strategies quarterly, as well as other custom track records supporting fundraising - Respond to quantitative inquiries related to strategic and capital raising initiatives by leveraging existing reports and developing bespoke analyses - Master in-house system technology to source data and create new data extracts efficiently - Serve as a subject matter expert on assigned strategies and a resource to organizational partners on investment performance In addition, you will: Technology Enablement: - Utilize Python, SQL, and data visualization tools to manage and manipulate large datasets and create standardized reports or dashboards - Support the implementation of process changes, automated reports, and technology systems for standard and recurring investor reporting - Help gather and document implementation requirements leveraging reporting and systems knowledge Partnership & Innovation: - Collaborate with organizational partners to produce and advance R&P deliverables - Evolve strategy and portfolio reporting suite in response to new strategies and investor needs - Support strategy-level tactical projects through collaboration with team members and key stakeholders Qualifications: - 3+ years of experience at an asset management company, investment bank, or other financial services company covering private credit or private equity - Strong knowledge of credit or private equity with specific expertise in relevant reporting/dashboard outputs and metrics - Experience using Python, SQL, and data visualization tools for data analysis and reporting - Excellent verbal and written communication skills for cross-functional collaboration - Basic understanding of accounting principles and concepts Personal Attributes: - Initiative, ability to operate independently, and a strong work ethic - Excellent interpersonal skills and ability to leverage firm-wide resources effectively - Detail-oriented, careful, and a natural problem solver - Organized with the ability to manage multiple projects to meet deadlines - Team-oriented with a focus on innovation and improving systems and processes Education: - Bachelor's degree required; Chartered Accountant license and/or CFA/CIPM a plus Please note that Oaktree is an Equal Opportunity Employer.,
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posted 1 week ago
experience5 to 9 Yrs
location
Hyderabad, Telangana
skills
  • Treasury
  • Financial Analysis
  • Capital Markets
  • Financial Forecasting
  • Financial Markets
  • Oracle
  • Cognos TM1
  • Microsoft Excel
  • PowerPoint
  • Bloomberg
  • Tableau
  • Power BI
  • Forecasting Reporting
  • Investment Portfolio Analysis
Job Description
As a Treasury Analyst at Qualcomm India Private Limited, you will have the opportunity to support the Global Treasury and Qualcomm Ventures teams in various areas, including capital markets, investment portfolio analysis, and venture support. Your role will involve partnering with other finance groups to analyze and report short-term and long-term cash forecasts, supporting capital markets transactions, and collaborating with HQ and global region teams. To be successful in this role, you must have a Master's in finance from a reputed B-school MBA or be a Qualified CA with 5 to 8 years of experience in Treasury function or Financial Analysis. **Key Responsibilities:** - Partner with finance groups/BUs to analyze and report cash forecasts for investment and capital structure strategy - Support capital markets ad-hoc analysis and transactions including capital structure analysis and share repurchases - Assist in Qualcomm's Ventures process by funding new investments and tracking financial health of existing investments - Collaborate with HQ and global region teams for reviews, transition calls, and process documentation **Qualifications Required:** - Master's in finance from a reputed B-school MBA or Qualified CA - 5 to 8 years of experience in Treasury function or Financial Analysis - Proficiency in Oracle, Cognos TM1 or similar finance system tools - Advanced Microsoft Excel and PowerPoint skills - Strong interest in financial markets and experience utilizing Bloomberg - Excellent communication, interpersonal, and presentation skills - Detail-oriented with strong analytical thinking and problem-solving skills - Ability to present financial information to a non-financial audience - Strong organizational and multitasking skills - Positive attitude and willingness to learn and upskill with tools like Tableau, Power BI - Flexible for evening calls with global teams Join Qualcomm as a Treasury Analyst and be part of a dynamic team where you can contribute your expertise in finance and analysis to support the company's Treasury and Ventures operations effectively.,
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posted 2 weeks ago
experience5 to 9 Yrs
location
Hyderabad, Telangana
skills
  • Financial Analysis
  • Capital Markets
  • Financial Forecasting
  • Financial Modeling
  • Oracle
  • Cognos TM1
  • Microsoft Excel
  • PowerPoint
  • Bloomberg
  • Tableau
  • Power BI
  • Treasury Function
  • Forecasting Reporting
  • Investment Portfolio Analysis
Job Description
As a member of Qualcomm India Private Limited's Finance & Accounting Group within the Global Accounting Ops Center, you will have the opportunity to join the exciting Treasury team. This position involves supporting the Global Treasury and Qualcomm Ventures teams in various areas such as capital markets, investment portfolio analysis, and new and existing QC Venture support. You will be expected to work in a fast-paced environment, collaborate with different finance teams, and effectively communicate with diverse stakeholders. Your role will require strong analytical skills, the ability to see projects through completion, and a proactive approach to problem-solving. **Key Responsibilities:** - **Forecasting & Reporting:** - Partner with other finance groups/BUs to analyze and report short-term and long-term cash forecasts for investment and capital structure strategy. - Provide financial forecasts and support to the Global Treasury/Ventures teams. - **Transactional Work:** - Assist in various capital markets ad-hoc analysis and transactions including capital structure analysis, share repurchases, and bank group support. - Support the company's Ventures process by facilitating funding for new investments and monitoring the financial health of existing investments. - **Collaboration:** - Work closely with HQ and global region teams, participate in reviews, drive transition calls, and document processes for all activities. **Qualifications Required:** - Master's in finance from a reputed B-school MBA or Qualified CA. - 5 to 8 years of experience in Treasury function or Financial Analysis. - Proficiency in Oracle, Cognos TM1, or similar finance system tools preferred. - Advanced Microsoft Excel and PowerPoint skills are required. - Experience utilizing Bloomberg is a plus. - Strong interest in financial markets. - Excellent communication, interpersonal, and presentation skills. - Detail-oriented with the ability to perform well in a high-pressure environment. - Strong analytical thinking and problem-solving skills. - Willingness to learn and upskill with tools like Tableau, Power BI, etc. - Flexibility for evening calls with global teams. In addition to the above, if you are an individual with a disability requiring accommodations during the application/hiring process, Qualcomm is committed to providing accessible support. You may contact disability-accommodations@qualcomm.com for assistance. Qualcomm also expects its employees to adhere to all applicable policies and procedures, including those related to the protection of confidential information. Please note that Qualcomm does not accept unsolicited resumes or applications from agencies. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes on behalf of individuals. If you have any inquiries about this role, kindly reach out to Qualcomm Careers directly.,
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posted 3 weeks ago
experience10 to 20 Yrs
Salary28 - 40 LPA
location
Hyderabad, Bangalore+8

Bangalore, Noida, Chennai, Kolkata, Pune, Chandigarh, Delhi, Ambala, Ahmedabad

skills
  • investor sales
  • investor development
  • investor relations
  • investment promotion
  • inward investment
  • foreign investment
  • investor presentations
Job Description
Roles and responsibilities. Kosmos Energy is a leading deepwater exploration and production company focused on meeting the worlds growing demand for energy. We have diversified production, a world-class gas development, and value creation opportunities from exploration in the proven basins where we operate. Basic Funtion The Investor Relations Manager would be involved in the daily management of Kosmos investor-facing and market engagement activities, including quarterly results, annual report, sustainability report and the companys annual proxy statement. Furthermore, the role provides regular interaction with Kosmos investors and analysts as well as other key contact groups such as public relations, The Investor Relations Manager is a visible role externally and internally, and is an important representation and contact point of the company day-to-day in the equity markets, working with the Vp of Investor Relations to deepen investor relationships at all levels by maintaining frequent dialogue with the institutional investment community. The Investor Relations Manager will assist in providing critical market, competitor, and sector intelligence to the Senior Leadership Team (Slt) in addition to feedback on shareholder sentiment and key concerns views. Essential Responsibilities and Job Duties Ensure the accuracy and validity of all information that is disseminated to investors and that only information already in the public domain is conveyed Oversee the arrangement and implementation of investor meetings / non-deal roadshows / investor conferences and events for Kosmos Provide summary feedback to management post investor activities.
posted 2 months ago

Investment Analyst

Future Solution Centre
experience10 to 20 Yrs
Salary20 - 30 LPA
location
Hyderabad, Bangalore+8

Bangalore, Chennai, Noida, Madhubani, Kolkata, Gurugram, Pune, Mumbai City, Delhi

skills
  • communication skills
  • data
  • analysis
  • interpretation
  • accounting
  • valuation analysis
  • modeling
  • financial
  • thinking
  • problem-solving
  • knowledge
  • critical
Job Description
An Investment Analyst plays a critical role in the financial industry by researching and analyzing investment opportunities to help individuals and institutions make informed decisions. They delve into financial markets, companies, and various asset classes, providing the insights necessary to build successful investment portfolios. Key responsibilitiesInvestment Analysts' responsibilities are diverse, involving in-depth research, financial modeling, and the ability to articulate investment theses. Key duties include:Market and industry research: Conducting comprehensive research on industries, economic trends, and market conditions to identify potential investment opportunities and risks.Company analysis: Performing fundamental analysis on companies, including reviewing financial statements, evaluating business models, and assessing management quality to determine intrinsic value.Financial modeling: Building and maintaining detailed financial models (e.g., discounted cash flow, comparable company analysis) to forecast company performance and valuation.Investment recommendations: Formulating clear, data-backed investment recommendations (buy, sell, hold) based on research and analysis, and presenting them to fund managers, clients, or internal committees.Portfolio monitoring: Tracking the performance of existing investments and portfolios, identifying factors affecting their value, and recommending adjustments as needed.Due diligence: Participating in due diligence for potential investments, which might involve site visits, management interviews, and reviewing legal documents.Reporting: Preparing detailed research reports, investment memorandums, and presentations to communicate findings and recommendations. If you're interested, Kindly forward your resume to:- worksuccess565@gmail.com
posted 2 months ago

Investment Banker

Future Solution Centre
experience15 to >25 Yrs
Salary18 - 28 LPA
location
Hyderabad, Dima Hasao+8

Dima Hasao, Bangalore, Noida, Chennai, Gurugram, Kolkata, Pune, Mumbai City, Delhi

skills
  • valuation
  • market
  • communication skills
  • analysis
  • accounting
  • modeling
  • presentation
  • knowledge
  • principles
  • detail
  • financial
  • to
  • quantitative
  • attention
  • skills
Job Description
An Investment Banker plays a crucial role in the financial world, primarily assisting corporations, governments, and other entities in raising capital and providing strategic financial advice. Their work often involves complex financial transactions, making the role demanding but also highly impactful. Duties and responsibilitiesCapital raising:Underwriting: Assisting clients in issuing and selling debt (bonds) or equity (stocks) securities to investors, involving market analysis, pricing, and distribution.Private placements: Facilitating the raising of capital from a select group of private investors, such as private equity funds or hedge funds.Loan syndication: Arranging large loans for clients by involving multiple banks to share the risk. Mergers and acquisitions (M&A) advisory:Target identification: Identifying potential acquisition targets or buyers for clients.Valuation: Performing in-depth financial analysis and valuation of companies to determine appropriate deal prices.Negotiation: Advising clients during negotiations, structuring deals, and finalizing terms.Due diligence: Assisting with the rigorous investigation of a company's financial records, legal status, and other material facts before a transaction closes. Financial advisory:Strategic consulting: Providing advice on various financial matters, including corporate restructuring, leveraged buyouts, and divestitures.Risk management: Advising clients on managing financial risks, such as interest rate and currency fluctuations. Relationship management:Client acquisition and retention: Building and maintaining strong relationships with clients to understand their financial needs and offer suitable solutions.Market intelligence: Staying abreast of market trends, economic conditions, and regulatory changes to provide informed advice. Deal execution and project management:Pitching: Preparing detailed presentations ("pitch books") to prospective clients, outlining proposed strategies and services.Documentation: Managing and preparing transaction-related documents, including offering memorandums, prospectuses, and legal agreements.Coordination: Working closely with legal teams, accountants, and other specialists to ensure smooth transaction execution. If you're interested, Kindly forward your resume to:- elisajohnson651@gmail.com
posted 2 weeks ago
experience5 to 9 Yrs
location
Hyderabad, All India
skills
  • Compliance
  • Risk Management
  • Regulatory Compliance
  • Audit
  • Legal
  • Training
  • Process Improvement
  • Policy Compliance
  • Trade Surveillance
  • MI Reporting
  • Control Room Activities
  • Personal Investment
Job Description
Role Overview: As a Lead Compliance Officer at Wells Fargo, your main responsibility will be to provide oversight and monitoring of business group risk-based compliance programs. You will maintain compliance risk expertise and provide consulting for projects and initiatives with moderate to high risk across multiple business lines. Your role will involve establishing, implementing, and maintaining risk standards and programs to ensure compliance with federal, state, agency, legal, regulatory, and Corporate Policy requirements. Additionally, you will oversee the Front Line's execution and appropriately challenge compliance-related decisions. Your expertise will be crucial in developing, overseeing, and providing independent credible challenge to standards with subject matter knowledge. Key Responsibilities: - Provide oversight and monitoring of business group risk-based compliance programs - Maintain compliance risk expertise and consulting for projects and initiatives with moderate to high risk across multiple business lines - Establish, implement, and maintain risk standards and programs to drive compliance with various requirements - Oversee the Front Line's execution and appropriately challenge compliance-related decisions - Develop corrective action plans and manage regulatory change effectively - Report findings and make recommendations to management and committees - Identify and recommend opportunities for process improvement and risk control development - Monitor reporting, escalation, and timely remediation of compliance risk issues - Make decisions and resolve issues to meet business objectives - Collaborate with peers, colleagues, and managers to resolve issues and achieve goals - Work on compliance matters with complex business units, rules, and regulations - Interface with Audit, Legal, external agencies, and regulatory bodies on risk-related topics Qualification Required: - 5+ years of Compliance experience, or equivalent demonstrated through work experience, training, military experience, or education Additional Company Details: Employees at Wells Fargo support the focus on building strong customer relationships while maintaining a strong risk mitigating and compliance-driven culture. They are responsible for executing all applicable risk programs and adhering to policies and procedures effectively. There is an emphasis on proactive monitoring, governance, risk identification, and escalation, along with making sound risk decisions in line with business unit risk appetite and all program requirements. Please note that the Job Expectations for this role include shift timing from 1.30 PM to 10.30 PM. (Note: The job posting may end early due to a high volume of applicants, and Wells Fargo values equal opportunity for all candidates.) Role Overview: As a Lead Compliance Officer at Wells Fargo, your main responsibility will be to provide oversight and monitoring of business group risk-based compliance programs. You will maintain compliance risk expertise and provide consulting for projects and initiatives with moderate to high risk across multiple business lines. Your role will involve establishing, implementing, and maintaining risk standards and programs to ensure compliance with federal, state, agency, legal, regulatory, and Corporate Policy requirements. Additionally, you will oversee the Front Line's execution and appropriately challenge compliance-related decisions. Your expertise will be crucial in developing, overseeing, and providing independent credible challenge to standards with subject matter knowledge. Key Responsibilities: - Provide oversight and monitoring of business group risk-based compliance programs - Maintain compliance risk expertise and consulting for projects and initiatives with moderate to high risk across multiple business lines - Establish, implement, and maintain risk standards and programs to drive compliance with various requirements - Oversee the Front Line's execution and appropriately challenge compliance-related decisions - Develop corrective action plans and manage regulatory change effectively - Report findings and make recommendations to management and committees - Identify and recommend opportunities for process improvement and risk control development - Monitor reporting, escalation, and timely remediation of compliance risk issues - Make decisions and resolve issues to meet business objectives - Collaborate with peers, colleagues, and managers to resolve issues and achieve goals - Work on compliance matters with complex business units, rules, and regulations - Interface with Audit, Legal, external agencies, and regulatory bodies on risk-related topics Qualification Required: - 5+ years of Compliance experience, or equivalent demonstrated through work experience, training, military experience, or education Additional Company Details: Employees at Wells Fargo support the focus on building strong customer relationships while maintaining a strong risk mi
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posted 2 months ago
experience1 to 5 Yrs
location
Hyderabad, Telangana
skills
  • Sales
  • Telecalling
  • Lead Generation
  • Business Development
  • Market Research
  • Reporting
  • Communication Skills
  • Interpersonal Skills
  • MS Excel
  • CRM Tools
Job Description
As a Senior Associate in the Investment Sales team at Cushman & Wakefield in Hyderabad, you will be responsible for supporting the team with prospecting and lead generation activities. This is a fast-paced and target-driven role where you will play a critical part in building the investor funnel, ensuring daily outreach, and creating actionable leads for the team. **Role Overview:** - **Investor Database Development:** Build, update, and manage a comprehensive database of investors, developers, and family offices. - **Outbound Prospecting:** Make outbound calls daily to potential investors and track interactions in CRM/Excel. - **Lead Generation:** Identify qualified prospects and create new investment leads on an everyday basis. - **Meeting Coordination:** Schedule investor meetings for senior team members and ensure proper follow-ups. - **Market Research:** Track active mandates, recent transactions, and investment appetite of target clients. - **Reporting:** Track active mandates, recent transactions, and investment appetite of target clients. **Key Responsibilities:** - Bachelor's degree minimum. Master's degree preferred (Business, Commerce, Real Estate, or related field). - 1-2 years of minimum experience in sales, tele-calling, lead generation, or business development (Real Estate/Finance preferred but not mandatory). - Strong communication and interpersonal skills (English + Telugu/Hindi preferred). - Comfortable with outbound calling, handling objections, and building client relationships. - Proficiency in MS Excel and CRM tools. - Highly self-driven, target-oriented, and able to thrive in a fast-paced environment. As part of Cushman & Wakefield, you will benefit from being part of a global company that is transforming the real estate services industry. The company is committed to career development, diversity, and inclusion. You will work in an inclusive, rewarding environment that provides work-life balance and career progression opportunities. The company fosters continuous learning and development, offering a comprehensive employee benefits program. At Cushman & Wakefield, the focus is on technology and autonomy to help employees achieve their career ambitions while promoting a culture of promoting from within and leveraging global opportunities to retain top talent. Join Cushman & Wakefield and be part of a vision where people simply belong.,
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posted 2 weeks ago
experience1 to 5 Yrs
location
Hyderabad, Telangana
skills
  • Depository operations
  • Teamwork
  • Knowledge of regulatory compliance
  • Foreign Investment Monitoring
  • Good communication skills
  • Proficient in Microsoft Excel
  • Proficient in Microsoft Word
Job Description
As an Officer based in Hyderabad, your primary responsibilities will include: - Studying regulatory circulars and orders to stay updated on compliance requirements. - Taking necessary actions on regulatory orders and advisories received from various regulators. - Monitoring foreign investment by listed companies and ensuring compliance. To qualify for this role, you should have: - A minimum of 1-2 years of experience in surveillance functions in stock exchanges or brokerage houses. - Knowledge of regulatory compliance and foreign investment by listed companies. - Familiarity with depository operations. - Good communication skills. - Proficiency in Microsoft Excel, Word, and willingness to work in shifts if required. If you possess a strong understanding of regulatory requirements, proficiency in Microsoft Excel, Word, and PowerPoint, and excel in teamwork, we encourage you to apply for this position. Please email your resume, mentioning the position applied for in the subject column, to careers@cdslindia.com.,
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posted 2 months ago

Investment Executive

Sygna Solutions
experience4 to 8 Yrs
location
Hyderabad, Telangana
skills
  • Portfolio management
  • Client servicing
  • Financial analysis
  • Market research
  • Compliance
  • Financial reporting
  • Excel
  • PowerPoint
  • CRM
  • Financial reporting
  • Trade settlements
  • Fund administration
  • Investment operations
  • Financial data analysis
  • RIA firms
  • Wealth management practices
Job Description
As an Investment Executive supporting US investment operations from India, your role will involve working closely with the US team to manage client portfolios, execute investment strategies, and ensure compliance with financial regulations. Your key responsibilities will include: - Assisting US-based investment advisors in client portfolio management, investment planning, and execution. - Conducting market research, analyzing financial data, and preparing reports on investment performance. - Supporting client onboarding, documentation, and KYC processes in coordination with US compliance teams. - Monitoring asset allocation, portfolio rebalancing, and recommending adjustments based on client goals and market conditions. - Preparing and presenting financial reports, investment proposals, and performance summaries. - Ensuring compliance with SEC, FINRA, and internal company policies. - Collaborating with the operations and trading teams for transaction processing and reporting. - Providing client support for investment-related inquiries and service requests during US business hours. - Staying updated on US market trends, mutual funds, equities, ETFs, and fixed income products. Qualifications Required: - Bachelor's degree in Finance, Economics, Accounting, or related field (MBA/Finance preferred). - 3-7 years of experience in investment operations, portfolio management, or financial advisory support. - Strong understanding of US investment markets, products, and compliance standards. - Experience working with tools such as Morningstar, Bloomberg, or similar financial platforms. - Excellent analytical, numerical, and communication skills. - Proficiency in Excel, PowerPoint, and CRM/Portfolio Management software. - Ability to work independently during US time zones and manage multiple priorities. Preferred Skills: - Exposure to RIA (Registered Investment Advisor) firms or US wealth management practices. - Certifications such as CFA Level 1, CFP, NISM, or FINRA Series exams (a plus). - Experience in financial reporting, trade settlements, or fund administration. In addition, you will be offered a competitive salary and performance-based incentives, the opportunity to work with a US-based investment team from India, professional growth through training, certifications, and global exposure, and a collaborative and dynamic work culture.,
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