433 Financial Advisory jobs in India
Financial Advisory Associate Manager
Posted 19 days ago
Job Viewed
Job Description
Join our team as the expert you are now and create your future.
PREFERRED SKILLS
- Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
- Be of proven integrity, giving attention to confidentiality requirements
- Possess excellent writing and oral communication/presentation skills
- Ability to think outside the box and quickly learn new ideas independently
- Be a good team player, self-motivated and able to work with minimal supervision
- Strong analytical and problem-solving skills
**Role and Responsibilities**
+ Demonstrate a high-level of proficiency in undertaking financial modelling including but not limited to 13-week cash flow forecast, integrated 3 statement financials, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis.
+ Ability to think strategically and help clients assess their problems including but not limited to capital structure, financial analysis, effectively managing a cash crisis or prospective customer queries about financial planning and liquidity
+ Ability to use both historic and predictive data to help clients to focus on value drivers that pose the most operational risk or opportunity for return which entails developing business plans, feasibility studies and advising clients in raising, investing, optimizing and preserving liquidity
+ Ability to apply the best judgement and rationale for reviewing the deliverables to clients to ensure the quality control within the practice
+ Ability to prepare hunt, identify and prepare the pitch for the onshore teams to attract potential clients. In addition, contacting and engaging with internal stakeholders to share the value proposition on how India team can value add to their ongoing and future projects
**Qualifications and Education Requirements**
+ Possess a bachelor's degree in Accounting, Finance, Business Administration, Economics or equivalent
+ A Master's degree in Accounting, Finance, Business Administration, Economics, Risk Management or related field from a reputable university will be an added advantage
+ Candidate must possess certifications in at least one of the following: CA, ACCA, CPA or CFA
+ At least 5-7 years of post-qualification experience
**Preferred Skills**
+ Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
+ Be of proven integrity, giving attention to confidentiality requirements
+ Possess excellent writing and oral communication/presentation skills
+ Ability to think outside the box and quickly learn new ideas independently
+ Be a good team player, self-motivated and able to work with minimal supervision
+ Strong analytical and problem-solving skills
**Position Level**
Manager
**Country**
India
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Financial Advisory Associate Manager
Posted 19 days ago
Job Viewed
Job Description
Join our team as the expert you are now and create your future.
PREFERRED SKILLS
- Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
- Be of proven integrity, giving attention to confidentiality requirements
- Possess excellent writing and oral communication/presentation skills
- Ability to think outside the box and quickly learn new ideas independently
- Be a good team player, self-motivated and able to work with minimal supervision
- Strong analytical and problem-solving skills
**Role and Responsibilities**
+ Demonstrate a high-level of proficiency in undertaking financial modelling including but not limited to 13-week cash flow forecast, integrated 3 statement financials, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis.
+ Ability to think strategically and help clients assess their problems including but not limited to capital structure, financial analysis, effectively managing a cash crisis or prospective customer queries about financial planning and liquidity
+ Ability to use both historic and predictive data to help clients to focus on value drivers that pose the most operational risk or opportunity for return which entails developing business plans, feasibility studies and advising clients in raising, investing, optimizing and preserving liquidity
+ Ability to apply the best judgement and rationale for reviewing the deliverables to clients to ensure the quality control within the practice
+ Ability to prepare hunt, identify and prepare the pitch for the onshore teams to attract potential clients. In addition, contacting and engaging with internal stakeholders to share the value proposition on how India team can value add to their ongoing and future projects
**Qualifications and Education Requirements**
+ Possess a bachelor's degree in Accounting, Finance, Business Administration, Economics or equivalent
+ A Master's degree in Accounting, Finance, Business Administration, Economics, Risk Management or related field from a reputable university will be an added advantage
+ Candidate must possess certifications in at least one of the following: CA, ACCA, CPA or CFA
+ At least 5-7 years of post-qualification experience
**Preferred Skills**
+ Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
+ Be of proven integrity, giving attention to confidentiality requirements
+ Possess excellent writing and oral communication/presentation skills
+ Ability to think outside the box and quickly learn new ideas independently
+ Be a good team player, self-motivated and able to work with minimal supervision
+ Strong analytical and problem-solving skills
**Position Level**
Manager
**Country**
India
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Financial Advisory Associate Manager
Posted 19 days ago
Job Viewed
Job Description
Join our team as the expert you are now and create your future.
PREFERRED SKILLS
- Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
- Be of proven integrity, giving attention to confidentiality requirements
- Possess excellent writing and oral communication/presentation skills
- Ability to think outside the box and quickly learn new ideas independently
- Be a good team player, self-motivated and able to work with minimal supervision
- Strong analytical and problem-solving skills
**Role and Responsibilities**
+ Demonstrate a high-level of proficiency in undertaking financial modelling including but not limited to 13-week cash flow forecast, integrated 3 statement financials, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis.
+ Ability to think strategically and help clients assess their problems including but not limited to capital structure, financial analysis, effectively managing a cash crisis or prospective customer queries about financial planning and liquidity
+ Ability to use both historic and predictive data to help clients to focus on value drivers that pose the most operational risk or opportunity for return which entails developing business plans, feasibility studies and advising clients in raising, investing, optimizing and preserving liquidity
+ Ability to apply the best judgement and rationale for reviewing the deliverables to clients to ensure the quality control within the practice
+ Ability to prepare hunt, identify and prepare the pitch for the onshore teams to attract potential clients. In addition, contacting and engaging with internal stakeholders to share the value proposition on how India team can value add to their ongoing and future projects
**Qualifications and Education Requirements**
+ Possess a bachelor's degree in Accounting, Finance, Business Administration, Economics or equivalent
+ A Master's degree in Accounting, Finance, Business Administration, Economics, Risk Management or related field from a reputable university will be an added advantage
+ Candidate must possess certifications in at least one of the following: CA, ACCA, CPA or CFA
+ At least 5-7 years of post-qualification experience
**Preferred Skills**
+ Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
+ Be of proven integrity, giving attention to confidentiality requirements
+ Possess excellent writing and oral communication/presentation skills
+ Ability to think outside the box and quickly learn new ideas independently
+ Be a good team player, self-motivated and able to work with minimal supervision
+ Strong analytical and problem-solving skills
**Position Level**
Manager
**Country**
India
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Financial Advisory Associate Manager
Posted 19 days ago
Job Viewed
Job Description
Join our team as the expert you are now and create your future.
PREFERRED SKILLS
- Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
- Be of proven integrity, giving attention to confidentiality requirements
- Possess excellent writing and oral communication/presentation skills
- Ability to think outside the box and quickly learn new ideas independently
- Be a good team player, self-motivated and able to work with minimal supervision
- Strong analytical and problem-solving skills
**Role and Responsibilities**
+ Demonstrate a high-level of proficiency in undertaking financial modelling including but not limited to 13-week cash flow forecast, integrated 3 statement financials, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis.
+ Ability to think strategically and help clients assess their problems including but not limited to capital structure, financial analysis, effectively managing a cash crisis or prospective customer queries about financial planning and liquidity
+ Ability to use both historic and predictive data to help clients to focus on value drivers that pose the most operational risk or opportunity for return which entails developing business plans, feasibility studies and advising clients in raising, investing, optimizing and preserving liquidity
+ Ability to apply the best judgement and rationale for reviewing the deliverables to clients to ensure the quality control within the practice
+ Ability to prepare hunt, identify and prepare the pitch for the onshore teams to attract potential clients. In addition, contacting and engaging with internal stakeholders to share the value proposition on how India team can value add to their ongoing and future projects
**Qualifications and Education Requirements**
+ Possess a bachelor's degree in Accounting, Finance, Business Administration, Economics or equivalent
+ A Master's degree in Accounting, Finance, Business Administration, Economics, Risk Management or related field from a reputable university will be an added advantage
+ Candidate must possess certifications in at least one of the following: CA, ACCA, CPA or CFA
+ At least 5-7 years of post-qualification experience
**Preferred Skills**
+ Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
+ Be of proven integrity, giving attention to confidentiality requirements
+ Possess excellent writing and oral communication/presentation skills
+ Ability to think outside the box and quickly learn new ideas independently
+ Be a good team player, self-motivated and able to work with minimal supervision
+ Strong analytical and problem-solving skills
**Position Level**
Manager
**Country**
India
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Financial Advisory Associate Manager
Posted 19 days ago
Job Viewed
Job Description
Join our team as the expert you are now and create your future.
PREFERRED SKILLS
- Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
- Be of proven integrity, giving attention to confidentiality requirements
- Possess excellent writing and oral communication/presentation skills
- Ability to think outside the box and quickly learn new ideas independently
- Be a good team player, self-motivated and able to work with minimal supervision
- Strong analytical and problem-solving skills
**Role and Responsibilities**
+ Demonstrate a high-level of proficiency in undertaking financial modelling including but not limited to 13-week cash flow forecast, integrated 3 statement financials, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis.
+ Ability to think strategically and help clients assess their problems including but not limited to capital structure, financial analysis, effectively managing a cash crisis or prospective customer queries about financial planning and liquidity
+ Ability to use both historic and predictive data to help clients to focus on value drivers that pose the most operational risk or opportunity for return which entails developing business plans, feasibility studies and advising clients in raising, investing, optimizing and preserving liquidity
+ Ability to apply the best judgement and rationale for reviewing the deliverables to clients to ensure the quality control within the practice
+ Ability to prepare hunt, identify and prepare the pitch for the onshore teams to attract potential clients. In addition, contacting and engaging with internal stakeholders to share the value proposition on how India team can value add to their ongoing and future projects
**Qualifications and Education Requirements**
+ Possess a bachelor's degree in Accounting, Finance, Business Administration, Economics or equivalent
+ A Master's degree in Accounting, Finance, Business Administration, Economics, Risk Management or related field from a reputable university will be an added advantage
+ Candidate must possess certifications in at least one of the following: CA, ACCA, CPA or CFA
+ At least 5-7 years of post-qualification experience
**Preferred Skills**
+ Must have worked in big4 firm (EY, PWC, KPMG, Deloitte)
+ Be of proven integrity, giving attention to confidentiality requirements
+ Possess excellent writing and oral communication/presentation skills
+ Ability to think outside the box and quickly learn new ideas independently
+ Be a good team player, self-motivated and able to work with minimal supervision
+ Strong analytical and problem-solving skills
**Position Level**
Manager
**Country**
India
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Analyst Financial Advisory Support
Posted today
Job Viewed
Job Description
emphasis on creating and delivering a unique client experience that defines and differentiates advisors’
practices. This position will consistently follow high standards of business and professional ethics and legal
and regulatory requirements when dealing with others and/or performing work activities.Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & OperationsAnalyst Financial Advisory Support
Posted today
Job Viewed
Job Description
emphasis on creating and delivering a unique client experience that defines and differentiates advisors’
practices. This position will consistently follow high standards of business and professional ethics and legal
and regulatory requirements when dealing with others and/or performing work activities.Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & OperationsBe The First To Know
About the latest Financial advisory Jobs in India !
Senior Analyst Financial Advisory Support
Posted today
Job Viewed
Job Description
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevance and timely
Help clients in enrolling/ servicing on various Ameriprise tools status
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
o Graduate in finance discipline or 1year diploma is preferred
o 3- 5 years experience
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & OperationsSenior Analyst Financial Advisory Support
Posted today
Job Viewed
Job Description
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevance and timely
Help clients in enrolling/ servicing on various Ameriprise tools status
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
o Graduate in finance discipline or 1year diploma is preferred
o 3- 5 years experience
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & OperationsFinancial Advisory Services - Credit - Senior Analyst
Posted today
Job Viewed
Job Description
Oxane Partners is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Founded in 2013 by former credit traders from Deutsche Bank, Oxane Partners has grown to a team of 250+ highly skilled financial analysts and technology experts. Oxane Partners is headquartered in London and has additional offices in New York, Gurgaon, and Hyderabad.
Job Description
This role is part of our advisory services business and involves working directly with global institutional investors such as investment banks, hedge funds and private equity firms. This is a two-pronged business line, which includes working with the client pre and post deal closure. The role would involve working closely with clients on credit review and financial spreading of leverage loans. The incumbent will be expected to co-ordinate and communicate directly with the client and make sure that the deliverables are completed and shared within the stipulated timeframe.
Requirements
Key Responsibilities• Supporting clients in monitoring the performance of their investments in corporate credit across various sectors
• Write appraisal reports as per client’s requirements based on the quarterly performance
• Identify the key business drivers and KPIs to forecast performance
• Extract and review key data from facility agreements, amendment documents, financial statements, compliance certificates, budgets, etc.
• Monitor financial covenants (leverage ratios, interest coverage ratios, etc.) and other credit metrics to highlight any red flags on the credits
• Present and discuss the analysis with clients
Required Experience/ Skill Set
• Good understanding of the commercial lending process
• Understanding of leveraged loan structures and underlying documentation
• Experience in credit appraisals, capital structure analysis, pro-forma analysis, covenant compliance testing
• Proficiency in using various financial databases
• Ability to work independently and collaboratively as part of a team in a fast-paced environment
• Strong communication skills - written, verbal and interpersonal
• Ability to work well under pressure to meet strict deadlines
• Good attention to detail and a logical thought process to analyse qualitative and quantitative data
• An MBA or an equivalent master’s degree