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About the Role :

We are currently seeking a Financial Professional to join one of our client teams.

Our Financial Professional is a collaborative team member supporting core business analysis and metrics for the account. The Finance Associate will support the Client Account Finance Manager with all areas of the finance function of the account, including month-end reporting, budgeting and forecasting, ensuring timely and accurate financial reporting for the Client, Account Management team and to the JLL Corporate Finance Team. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest standards of behavior, collaborative manner, and work ethic then this role is for you.

What this job involves:

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If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements. We’re interested in getting to know you and what you bring to the table!

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Role: Financial Services Associate

Location: Goregaon, Mumbai

JD:

1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
2. A minimum of three to five years of investment accounting experience
3. Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
7. Portfolio Service background.

Regards

Praveen Prabhakaran

Sr. Talent Acquisition Lead & CRM

Mobile : +91

Job Summary:

We are looking for dynamic and committed Financial Literacy Trainers to deliver engaging and impactful financial education sessions under BFSI (Banking, Financial Services, and Insurance) skill development initiatives. The trainer will be responsible for conducting financial awareness sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking, savings, investments, credit, insurance, and digital finance.

Key Responsibilities:

• Deliver financial literacy training sessions to target groups including youth, women, rural populations, SHGs, and unbanked segments as per project curriculum.
• Train participants on:
• Basics of Banking & Financial Services
• Savings, Budgeting, and Financial Planning
• Insurance and Risk Protection
• Credit & Debt Management
• Government Financial Schemes (e.g., PMJDY, PMJJBY, PMSBY)
• Digital Banking, UPI, Mobile Wallets, and Cyber Security
• Ensure training delivery meets project quality standards, timelines, and outcomes.
• Maintain session attendance, feedback, and training records as per reporting requirements.
• Motivate and encourage learners to adopt formal financial practices and access financial services.
• Liaise with local stakeholders including banks, SHGs, panchayats, and community leaders for mobilization and outreach.

Candidate Profile:

• Education:
• Graduate in any discipline (preferably in Commerce, Economics, Social Work). Certification in Financial Literacy, BFSI, or NISM/NABARD modules is desirable.
• Experience:
• 1–5 years in training or community outreach roles, preferably in financial inclusion, SHG training, or BFSI skill projects.
• Skills Required:
• Good communication skills in local/regional language
• Basic understanding of BFSI products and services
• Ability to connect with grassroots-level participants
• Familiarity with digital financial tools and mobile banking
• Documentation and basic reporting skills

Other Requirements:

• Willingness to travel to project locations and conduct field sessions.
• Prior experience with NSDC/CSR/State Govt. skill projects preferred.
• Retired Bankers, Practising CA’s, Teachers, etc are encouraged to apply

Remuneration:

Based on experience, location, and project norms.

• Conduct financial analysis, including financial statement analysis and valuation.
• Prepare client presentations, reports, and investment memorandums.
• Perform market research and industry analysis.
• Assist in the development of financial models and forecasts.
• Support senior bankers and analysts in client meetings and transactions.
• Learn and apply financial industry best practices and regulatory requirements.
• Contribute to team projects and internal initiatives.

• Bachelor's or Master's degree in Finance, Economics, Accounting, Mathematics, or a related field.
• Strong understanding of financial markets and investment principles.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Excel and financial modeling.
• Strong written and verbal communication skills.
• Ability to work effectively in a fast-paced, collaborative environment.
• High level of integrity and commitment to ethical conduct.