704 Investment Management jobs in India

Investment Compliance – BlackRock Aladdin
VOYA INDIA Overview

VOYA INDIA, formerly known as VFI SLK, is a technology-driven, business process transformation company, driving the evolution of the financial services customer experience through the art of technology, innovation, and human creativity. As a subsidiary of Voya Financial Inc, we are dedicated to delivering cutting-edge solutions to Voya’s Health (employee benefits), Wealth (Retirement) and Investment Management Business. Our focus lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. We are committed to fostering an environment that celebrates learning, growth and inclusivity while developing and deploying innovative and impactful solutions for Voya Financial Inc.

More information is available at : - Description
• The Investment Compliance’ assigned tasks are complex at times, and those tasks are unique/distinct in nature. Individuals on the team are expected to possess strong analysis skills and are expected to perform with minimum supervision in that our production cycle is time sensitive and individuals on the team are expected to trouble shoot problems and provide recommendation for permanent and timely resolutions.
• Voya IM is seeking motivated individuals to support the Investment Compliance team function. The operation focus among other things is to check investment policy restriction on BlackRock Aladdin, as there are a lot of analytics and reconciliations. Analysis would be medium to easy complexity however having eye to detail is imperative. The candidate for the position must have the ability to keep pace with a rapidly changing business environment. Success in this role requires a strong analytical mindset, the ability to understand the dynamics of operation and a willingness to work in a collaborative team setting.

Roles and responsibilities
• Understand investment compliance process, which requires checking investment restrictions against fund’s exposure.
• Ability to read fund prospectus, investment policy and investment policy statement and extract applicable investment restrictions from it.
• This role will require understanding the existing coded rules on BlackRock Aladdin platform, amending these rules to correct them and coding new rules with testing to make sure they give correct result.
• An eye for detail to understand different exposure calculations, to identify any miscalculation or deficiency in approach to ensure accurate and timely compliance report.
• Routine review of exiting client’s investment guidelines, change in investment policies and implementing those changes in our compliance master (Aladdin).
• Investigative and research-oriented mindset to identify the reasons for a valid breach and rule out invalid breach to ensure accurate delivery.
• Excellent team interaction and people skills (verbal and writing skills) – as this individual will interact with many distinct parts and levels of the VOYA organization (peers, supervisors, project leaders, and internal/external clients.)
• Promote a cheerful outlook and working environment among fellow employees and develop efficient working relationships.
• Adaptable to working in an ever-changing multi-tasked environment with high priorities, varying workloads, and multiple deadlines.
Knowledge and Experience
• Undergraduate degree in accounting, finance, quantitative analysis, business administration or equivalent work experience
• 5 to 8 years of investment Industry experience with basic understanding of investment vehicles (Fixed Income Securities, Derivatives, Equities and Senior Loans).
• A good understanding of Alladin rule coding platform is a must. Rule coding experience with Aladdin is an added advantage.
• Prior knowledge of regulatory rules around 1940 Act and UCITS would help in this role.
• Someone who understands asset class hierarchy, their characteristics, their exposure calculation methods would be a requirement in this role.
• Familiarity with various platforms and systems (e.g., Bloomberg, Aladdin, PowerBI).
• Strong knowledge of Microsoft platforms is expected (e.g., MS Office, Excel, Word, Windows, etc.) and other PC based software.
• Particularly good organizational, analytical, and quantitative skills.
• Ability to work in a challenging environment as we may have varying workloads and strict deadlines (e.g., month, quarter, and year-end).
• Ability to resolve problems utilizing appropriate resources independently and creatively.
• Maintain strong working relationships with peers, supervisors, project leaders, and internal/external clients.
• Excellent team interaction and people skills (verbal and writing skills).
• Voya IM is a relatively flat organization, so a congenial, but professional attitude and demeanor is expected.
• Flexibility work in shift

• 4 years of relevant consulting or investment management industry experience
• 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
• Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,

• 4 years of relevant consulting or investment management industry experience
• 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
• Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,

• 4 years of relevant consulting or investment management industry experience
• 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
• Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,

• 4 years of relevant consulting or investment management industry experience
• 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
• Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,

VOYA INDIA Overview

VOYA INDIA, formerly known as VFI SLK, is a technology-driven, business process transformation company, driving the evolution of the financial services customer experience through the art of technology, innovation, and human creativity. As a subsidiary of Voya Financial Inc, we are dedicated to delivering cutting-edge solutions to Voya’s Health (employee benefits), Wealth (Retirement) and Investment Management Business. Our focus lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. We are committed to fostering an environment that celebrates learning, growth and inclusivity while developing and deploying innovative and impactful solutions for Voya Financial Inc.

More information is available at : -

Profile Description

• The Private Credit analyst assigned tasks are complex at times, and those tasks are unique/distinct in nature. Individuals on the team are expected to possess strong analysis skills and are expected to perform with minimum supervision in that our production cycle is time sensitive and individuals on the team are expected to trouble shoot problems and provide recommendation for permanent and timely resolutions.
• Voya IM is seeking motivated individuals to support the Private Credit team function. The operation focus among other things is Asset Selection, Portfolio Monitoring and adhere to Voya IM and department policies. Analysis would be medium to easy complexity however having eye to detail is imperative. The candidate for the position must have the ability to keep pace with a rapidly changing business environment. Success in this role requires a strong analytical mindset, the ability to understand the dynamics of operation and a willingness to work in a collaborative team setting.

Roles and responsibilities

• Analyze credit/investment characteristics of borrowing entity described in the Private Placement Offerings (“PPO”).
• Research and spread financial statements.
• Evaluate and independently form and justify a view on transaction credit quality.
• Communicate, coordinate, and negotiate relevant transaction details with issuers and their investment banking advisors.
• Present conclusions and recommendations to Private Credit Team Leader and, where appropriate, Private Credit Department Head.
• Prepare and present written analysis to Voya IM credit committee.
• Perform further due diligence through conversations with company management and on-site visits of company’s facilities prior to close of transaction.
• Monitor credit quality of private credit assets and compliance with loan covenants.
• Maintain communication with borrowers.
• Organize and maintain files of assigned private credit portfolio.

Profile Description

• The Private Credit analyst assigned tasks are complex at times, and those tasks are unique/distinct in nature. Individuals on the team are expected to possess strong analysis skills and are expected to perform with minimum supervision in that our production cycle is time sensitive and individuals on the team are expected to trouble shoot problems and provide recommendation for permanent and timely resolutions.
• Voya IM is seeking motivated individuals to support the Private Credit team function. The operation focus among other things is Asset Selection, Portfolio Monitoring and adhere to Voya IM and department policies. Analysis would be medium to easy complexity however having eye to detail is imperative. The candidate for the position must have the ability to keep pace with a rapidly changing business environment. Success in this role requires a strong analytical mindset, the ability to understand the dynamics of operation and a willingness to work in a collaborative team setting.

Roles and responsibilities

• Analyze credit/investment characteristics of borrowing entity described in the Private Placement Offerings (“PPO”).
• Research and spread financial statements.
• Evaluate and independently form and justify a view on transaction credit quality.
• Communicate, coordinate, and negotiate relevant transaction details with issuers and their investment banking advisors.
• Present conclusions and recommendations to Private Credit Team Leader and, where appropriate, Private Credit Department Head.
• Prepare and present written analysis to Voya IM credit committee.
• Perform further due diligence through conversations with company management and on-site visits of company’s facilities prior to close of transaction.
• Monitor credit quality of private credit assets and compliance with loan covenants.
• Maintain communication with borrowers.
• Organize and maintain files of assigned private credit portfolio.

Knowledge and Experience

• Minimum Bachelor’s degree. CFA Designation or equivalent preferred.
• Minimum of 6 years’ corporate credit experience; specific experience in underwriting corporate credit, evaluating structure and documentation, and interacting with borrowers and intermediaries is preferred.
• Excellent credit skills, inclusive of ability to assess the quality and expected future performance of corporate credit and infrastructure projects.
• Familiarity and experience with loan documents and covenant packages.
• Advanced understanding of Excel and strong modeling capabilities.
• Solid foundational understanding of global accounting standards.
• Strong business orientation, and ability to proactively engage transaction counterparties and investor clients.
• Excellent customer orientation.
• Intellectual curiosity.
• Solid planning & organizing skills.
• Team player – comfort performing both autonomously, and under guidance/direction from manager, as context requires.
• Strong knowledge of Microsoft platforms is expected (e.g., MS Office, Excel, Word, Windows, etc.) and other PC based software.
• Particularly good organizational, analytical, and quantitative skills.
• Ability to work in a challenging environment as we may have varying workloads and strict deadlines (e.g., month, quarter, and year-end).
• Ability to resolve problems utilizing appropriate resources independently and creatively.
• Maintain strong working relationships with peers, supervisors, project leaders, and internal/external clients.
• Excellent team interaction and people skills (verbal and writing skills).
• Voya IM is a relatively flat organization, so a congenial, but professional attitude and demeanor is expected.
• Flexibility work in shifts

VOYA INDIA Overview

VOYA INDIA, formerly known as VFI SLK, is a technology-driven, business process transformation company, driving the evolution of the financial services customer experience through the art of technology, innovation, and human creativity. As a subsidiary of Voya Financial Inc, we are dedicated to delivering cutting-edge solutions to Voya’s Health (employee benefits), Wealth (Retirement) and Investment Management Business. Our focus lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. We are committed to fostering an environment that celebrates learning, growth and inclusivity while developing and deploying innovative and impactful solutions for Voya Financial Inc.

More information is available at : -

Profile Description

• The Alternative Operations assigned tasks are complex at times, and those tasks are unique/distinct in nature. Individuals on the team are expected to possess strong analysis skills and are expected to perform with minimum supervision in that our production cycle is time sensitive and individuals on the team are expected to trouble shoot problems and provide recommendation for permanent and timely resolutions.
• Voya IM is seeking motivated individuals to support the Alternative Operations team function. The operation focus among other things is to check NAV, reconciliation and several reporting with lot of analytics. Analysis would be medium to easy complexity however having eye to detail is imperative. The candidate for the position must have the ability to keep pace with a rapidly changing business environment. Success in this role requires a strong analytical mindset, the ability to understand the dynamics of operation and a willingness to work in a collaborative team setting.

Roles and responsibilities

• Forecasting cash on everyday basis, using trade settlement report, bank account balance and counterparties margin call statements.
• Prepare instructions for the settlement of margin calls for the funds related to Futures and other derivates. Prepare wire transfers by validating all entries.
• Reconciliation between Fund Administrator and trading platform on estimates of T+2 and T+3 settlements.
• Calculating and reviewing interest for repurchase agreement’s counterparties for tracking purpose.
• Monthly end reconciliation with Fund Administrator which includes profit and loss reconciliation, position reconciliation and cash reconciliation.
• Month end reporting which includes leverage calculations, asset under management calculations and various other exposure calculations.
• Preparing regulatory reporting like Form PF and Form CPO as they are due.
• Preparing several reports for board and reviewing administrator’s report to the board.
• Excellent team interaction and people skills (verbal and writing skills) – as this individual will interact with many distinct parts and levels of the VOYA organization (peers, supervisors, project leaders, and internal/external clients.)
• Promote a cheerful outlook and working environment among fellow employees and develop efficient working relationships.
• Adaptable to working in an ever-changing multi-tasked environment with high priorities, varying workloads, and multiple deadlines.

Knowledge and Experience

• Undergraduate degree in accounting, finance, quantitative analysis, business administration or equivalent work experience
• 3 to 5 years of investment Industry experience with basic understanding of investment vehicles (Fixed Income Securities, Derivatives, Equities and Senior Loans).
• Have basic knowledge of alternative instruments (private equity, private credit, real estate setup) and industry setup (LPs and GPs)
• Have experience with reviewing financial statements before they are published to the larger public.
• Someone with fund accounting experience will be able to adapt on this role.
• Familiarity with various platforms and systems (e.g., Bloomberg, PowerBI).
• Strong knowledge of Microsoft platforms is expected (e.g., MS Office, Excel, Word, Windows, etc.) and other PC based software.
• Particularly good organizational, analytical, and quantitative skills.
• Ability to work in a challenging environment as we may have varying workloads and strict deadlines (e.g., month, quarter, and year-end).
• Ability to resolve problems utilizing appropriate resources independently and creatively.
• Maintain strong working relationships with peers, supervisors, project leaders, and internal/external clients.
• Excellent team interaction and people skills (verbal and writing skills).
• Voya IM is a relatively flat organization, so a congenial, but professional attitude and demeanor is expected.
• Flexibility work in shifts

VOYA INDIA Overview

VOYA INDIA, formerly known as VFI SLK, is a technology-driven, business process transformation company, driving the evolution of the financial services customer experience through the art of technology, innovation, and human creativity. As a subsidiary of Voya Financial Inc, we are dedicated to delivering cutting-edge solutions to Voya’s Health (employee benefits), Wealth (Retirement) and Investment Management Business. Our focus lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. We are committed to fostering an environment that celebrates learning, growth and inclusivity while developing and deploying innovative and impactful solutions for Voya Financial Inc.

More information is available at : -

Profile Description

• The Private Credit analyst assigned tasks are complex at times, and those tasks are unique/distinct in nature. Individuals on the team are expected to possess strong analysis skills and are expected to perform with minimum supervision in that our production cycle is time sensitive and individuals on the team are expected to trouble shoot problems and provide recommendation for permanent and timely resolutions.
• Voya IM is seeking motivated individuals to support the Private Credit team function. The operation focus among other things is Asset Selection, Portfolio Monitoring and adhere to Voya IM and department policies. Analysis would be medium to easy complexity however having eye to detail is imperative. The candidate for the position must have the ability to keep pace with a rapidly changing business environment. Success in this role requires a strong analytical mindset, the ability to understand the dynamics of operation and a willingness to work in a collaborative team setting.

Roles and responsibilities

• Analyze credit/investment characteristics of borrowing entity described in the Private Placement Offerings (“PPO”).
• Research and spread financial statements.
• Evaluate and independently form and justify a view on transaction credit quality.
• Communicate, coordinate, and negotiate relevant transaction details with issuers and their investment banking advisors.
• Present conclusions and recommendations to Private Credit Team Leader and, where appropriate, Private Credit Department Head.
• Prepare and present written analysis to Voya IM credit committee.
• Perform further due diligence through conversations with company management and on-site visits of company’s facilities prior to close of transaction.
• Monitor credit quality of private credit assets and compliance with loan covenants.
• Maintain communication with borrowers.
• Organize and maintain files of assigned private credit portfolio.
• Review amendment and waiver requests in collaboration with Associate General Counsel for Private Credit Team Leader and secure approval of Private Credit Department Head.
• Excellent team interaction and people skills (verbal and writing skills) – as this individual will interact with many distinct parts and levels of the VOYA organization (peers, supervisors, project leaders, and internal/external clients.)
• Promote a cheerful outlook and working environment among fellow employees and develop efficient working relationships.
• Adaptable to working in an ever-changing multi-tasked environment with high priorities, varying workloads, and multiple deadlines.

Knowledge and Experience

• Minimum Bachelor’s degree. CFA Designation or equivalent preferred.
• Minimum of 6 years’ corporate credit experience; specific experience in underwriting corporate credit, evaluating structure and documentation, and interacting with borrowers and intermediaries is preferred.
• Excellent credit skills, inclusive of ability to assess the quality and expected future performance of corporate credit and infrastructure projects.
• Familiarity and experience with loan documents and covenant packages.
• Advanced understanding of Excel and strong modeling capabilities.
• Solid foundational understanding of global accounting standards.
• Strong business orientation, and ability to proactively engage transaction counterparties and investor clients.
• Excellent customer orientation.
• Intellectual curiosity.
• Solid planning & organizing skills.
• Team player – comfort performing both autonomously, and under guidance/direction from manager, as context requires.
• Strong knowledge of Microsoft platforms is expected (e.g., MS Office, Excel, Word, Windows, etc.) and other PC based software.
• Particularly good organizational, analytical, and quantitative skills.
• Ability to work in a challenging environment as we may have varying workloads and strict deadlines (e.g., month, quarter, and year-end).
• Ability to resolve problems utilizing appropriate resources independently and creatively.
• Maintain strong working relationships with peers, supervisors, project leaders, and internal/external clients.
• Excellent team interaction and people skills (verbal and writing skills).
• Voya IM is a relatively flat organization, so a congenial, but professional attitude and demeanor is expected.
• Flexibility work in shifts