12 Investment Management jobs in Kolkata

Job Description Hardware Asset Management

Basic Asset Management knowledge.

Perform various asset verification activities, PAV OF IT Store Stock Assets & FAR as per business requirement.

Daily, weekly, and monthly stock reconciliation.

Execute ITAM IMAC process and deployment of assets on Floors, Building.

Asset handover and take over for new deployment and back-out cases.

Coordination with the end users for the return assets.

Asset received from the exit, break fix retrieval cases.

Ensure adherence to quality / security standards defined for the engagement along with .

Non-Compliance data reconciliation & closure

Ticket management as per process guidelines

Mandatory Skills: ITIL - IT Hardware Asset Management.Experience: 1-3 Years.

JOB TITLE:

Hardware Asset Management & CMDB Specialist

LOCATION:

Costa Rica, Mexico, Argentina, South Africa, Eastern Europe, India, Philippines, Vietnam, Malaysia, Indonesia,

WORK HOURS:

Flexible

Summary

We are looking for an experienced Hardware Asset Management (HAM) & CMDB Specialist to manage and enhance our client’ asset lifecycle and configuration management practices across global operations. This role involves driving end-to-end delivery, process optimization, CMDB governance, and working closely with internal and external stakeholders to ensure data accuracy, compliance, and performance improvement.

Responsibilities

• Manage end-to-end delivery of HAM and CMDB engagements, ensuring alignment with SLAs, KPIs, and service improvement initiatives.
• Configure robust Identification and Reconciliation rules to ensure reliable CMDB data integrity.
• Monitor CMDB health and proactively resolve data conflicts between authoritative sources.
• Define and maintain standard Configuration Items (CIs), CI relationships, and classification schemas in line with business needs.
• Develop and maintain process documentation, policies, and compliance frameworks for HAM and CMDB.
• Create and enhance application maps using ServiceNow Service Mapping (good to have).
• Configure MID Servers for integrations and data synchronization (optional but desirable).
• Customize ServiceNow environments including scripting, automation, and module configuration.
• Design and manage reports and dashboards to support decision-making and transparency.
• Identify and implement opportunities for continuous service improvement.
• Define, improve, and manage periodic audit and verification processes for asset data.
• Conduct regular stakeholder engagements and cadence meetings to communicate status, issues, and opportunities.

Qualifications

• At least 3years of experience on this field
• Strong expertise in ServiceNow HAM and CMDB modules.
• Proven ability to drive operational excellence in IT asset and configuration management.
• Deep understanding of CMDB architecture, CI types, and dependency mapping.
• Experience handling large-scale data integration and reconciliation tasks.
• Excellent documentation and process design skills.
• Strong communication and stakeholder management abilities across global teams.

Preferred Qualifications:

• Experience with Service Mapping and MID Server configuration.
• Ability to write custom scripts within ServiceNow for automation and customization.
• Background in ITIL practices and IT Service Management frameworks.
• Certification - ServiceNow CIS, Certified Asset Management Professional

Senior Manager, Financial Planning & Analysis (FP&A)

POSITION REPORTS TO: Chief Finance Officer (CFO)

EMPLOYMENT BASIS: Full-time

LOCATION: Remote (AEST time zone)

TIME COMMITMENT: 5 days per week

Role Description

ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.

The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.

The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.

Key Responsibilities

Financial Analysis, Modelling and Reporting

• Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
• Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
• Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
• Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
• Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.

Budgeting, Forecasting & Planning

• Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
• Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.

Stakeholder and Investor Management

• Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
• Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
• Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
• Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
• Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.

Process Improvement & Data Management

• Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
• Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
• Support the integration and optimization of financial systems and business intelligence tools.
• Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
• Identify opportunities to streamline processes and improve efficiencies within the finance function.
• Develop business cases for proposed process improvements or system enhancements.
• Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
• Create standardized templates for reporting purposes and ensure consistent data collection across the organization.

Special Projects

• Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion

Other activities as determined by the CFO

QUALIFICATIONS AND EXPERIENCE

• CA or CPA qualification
• Finance degree or equivalent degree in Statistics or a related field
• Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
• Advanced Microsoft Excel skills
• Business Intelligence experience (desirable)
• Experience working in a distributed team in a regional or global context, within a complex industry

Personal Attributes

• Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
• Enjoy working in a fast paced and distributed startup/scaleup work environment
• Comfortable with rapid iteration
• High attention to detail
• Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
• Resolute in using your skills and experience to make the strongest possible impact in the world

Senior Manager, Financial Planning & Analysis (FP&A)

POSITION REPORTS TO: Chief Finance Officer (CFO)

EMPLOYMENT BASIS: Full-time

LOCATION: Remote (AEST time zone)

TIME COMMITMENT: 5 days per week

Role Description

ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.

The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.

The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.

Key Responsibilities

Financial Analysis, Modelling and Reporting

• Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
• Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
• Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
• Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
• Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.

Budgeting, Forecasting & Planning

• Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
• Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.

Stakeholder and Investor Management

• Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
• Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
• Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
• Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
• Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.

Process Improvement & Data Management

• Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
• Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
• Support the integration and optimization of financial systems and business intelligence tools.
• Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
• Identify opportunities to streamline processes and improve efficiencies within the finance function.
• Develop business cases for proposed process improvements or system enhancements.
• Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
• Create standardized templates for reporting purposes and ensure consistent data collection across the organization.

Special Projects

• Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion

Other activities as determined by the CFO

QUALIFICATIONS AND EXPERIENCE

• CA or CPA qualification
• Finance degree or equivalent degree in Statistics or a related field
• Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
• Advanced Microsoft Excel skills
• Business Intelligence experience (desirable)
• Experience working in a distributed team in a regional or global context, within a complex industry

Personal Attributes

• Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
• Enjoy working in a fast paced and distributed startup/scaleup work environment
• Comfortable with rapid iteration
• High attention to detail
• Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
• Resolute in using your skills and experience to make the strongest possible impact in the world

Company Overview:

BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.

What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.

Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.

We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.

Position Summary:

We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.

Key Responsibilities:

• Own annual budgeting and quarterly forecasting processes for the entire organization
• Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
• Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
• Prepare monthly board packages and present financial results to executive leadership
• Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
• Lead variance analysis and provide actionable insights to drive business performance
• Support fundraising activities with investor materials and financial due diligence

Required Qualifications:

• 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
• Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
• Advanced Excel/Google Sheets and SQL skills
• Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
• Strong analytical and financial modeling skills
• Excellent communication and presentation abilities
• Bachelor's degree in Finance, Accounting, Economics, or related field

Preferred Qualifications:

• MBA or CFA designation
• Experience at high-growth SaaS companies ($10M-$100M ARR)
• Familiarity with revenue recognition standards (ASC 606)
• Experience with planning tools (Adaptive, Anaplan, etc.)
• Python/R programming skills
• Ability to overlap with EST / PST timezones (till 12:30 AM IST)

Interview Process

1. Recruiter Screen
2. Interview with Director of FP&A
3. Assessment - Financial Modeling
4. Interview with Head of Finance / Head of Operations / Director - Strategy
5. Interview with CEO / CTO

Company Overview:

BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.

What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.

Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.

We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.

Position Summary:

We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.

Key Responsibilities:

• Own annual budgeting and quarterly forecasting processes for the entire organization
• Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
• Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
• Prepare monthly board packages and present financial results to executive leadership
• Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
• Lead variance analysis and provide actionable insights to drive business performance
• Support fundraising activities with investor materials and financial due diligence

Required Qualifications:

• 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
• Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
• Advanced Excel/Google Sheets and SQL skills
• Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
• Strong analytical and financial modeling skills
• Excellent communication and presentation abilities
• Bachelor's degree in Finance, Accounting, Economics, or related field

Preferred Qualifications:

• MBA or CFA designation
• Experience at high-growth SaaS companies ($10M-$100M ARR)
• Familiarity with revenue recognition standards (ASC 606)
• Experience with planning tools (Adaptive, Anaplan, etc.)
• Python/R programming skills
• Ability to overlap with EST / PST timezones (till 12:30 AM IST)

Interview Process

• Recruiter Screen
• Interview with Director of FP&A
• Assessment - Financial Modeling
• Interview with Head of Finance / Head of Operations / Director - Strategy
• Interview with CEO / CTO

Location: Kolkata

Reports To: Manager – FP&A / Regional Finance Controller

Function: Finance & Accounts

Entity: South Africa Operations

Role Overview

The incumbent will support the financial operations and reporting for the South Africa entity, ensuring compliance, accuracy, and timely submission of financial data. The role demands a mix of financial planning & analysis (FP&A) , MIS reporting , variance analysis , and tax compliance , along with coordination between the Indian HQ and the local South African finance team.

Key Responsibilities

Financial Planning & Analysis

• Consolidate, clean, and analyze financial and operational data from multiple source systems (SAP, Excel, local ERPs).
• Conduct monthly budget variance analysis and present performance insights against plan/forecast.
• Prepare management dashboards, financial reports, and ad-hoc analytical presentations for review.
• Support in preparing annual budgets and long-term plans aligned with corporate strategy.
• Identify areas of cost optimization and process improvement through data-driven insights.

Accounting & Compliance

• Ensure accurate bookkeeping, reconciliation, and documentation of financial transactions.
• Assist in preparation of trial balances, balance sheets, and P&L statements for the entity.
• Coordinate with internal and external auditors for statutory and group audit requirements.
• Monitor local tax compliance, including VAT, income tax, and withholding tax submissions in coordination with local consultants.

Operations & MIS

• Manage inventory accounting, ageing analysis, and cost control reports.
• Track key business KPIs and assist in financial forecasting for the South Africa unit.
• Support vendor management, fund allocation, and expense monitoring.
• Collaborate with local teams on payroll administration, bank reconciliations, and asset verification.

Skills & Competencies

• Strong analytical and problem-solving skills.
• Proficiency in SAP , Advanced Excel , and Power BI / PowerPoint .
• Strong understanding of budgeting, forecasting, and variance analysis .
• Excellent communication and coordination abilities across global teams.
• Attention to detail and ability to manage multiple priorities.

Education & Experience

• Qualification: Cost and Management Accountant (CMA) / Chartered Accountant (Inter) / MBA (Finance).
• Experience: 2–4 years in FP&A, Accounts, or Finance, preferably in a multinational or manufacturing setup.
• Prior exposure to Africa-region accounts or multi-entity reporting will be an advantage.

Language Requirements

• English – mandatory (fluent verbal & written).
• Knowledge of Afrikaans or French – preferred but not mandatory.

Key Attributes

• Proactive and organized in managing deliverables across time zones.
• Culturally adaptable and collaborative.
• High integrity and commitment to compliance.

Role Description

This is a full-time on-site role for a Chartered Accountant, located in Kolkata. The Chartered Accountant will be responsible for managing financial accounts, preparing and analyzing financial statements, ensuring compliance with accounting standards and regulations, handling tax returns, and providing financial advice to the management. Additionally, the Chartered Accountant will oversee budgeting, forecasting, and financial planning activities.

Qualifications

• Strong knowledge of accounting principles, financial accounting, and cost accounting
• Experience in preparing financial statements and managing financial accounts
• Expertise in tax compliance, tax returns, and regulatory requirements
• Proficiency in budgeting, forecasting, and financial planning
• Analytical and problem-solving skills
• Excellent attention to detail and time management skills
• Bachelor's degree in Accounting, Finance, or related field
• Professional qualification as a Chartered Accountant (CA)

TechHarbor Partners seeks a dynamic Lead Project Manager to drive transformation across financial portfolio management initiatives in our IT FinSight Delivery department. This strategic role blends advanced project leadership with hands-on oversight, focusing on Cloud Modernization, Cloud Architecture, and scalable End User Deployment.

As Lead Project Manager, you will take ownership of multiple concurrent programs, collaborating with cross-departmental teams to deliver high-value solutions within an Agile Scrum environment. You will mentor project staff, shape governance, and act as the focal point for business units such as Financial Risk Management, Product, and Engineering, ensuring technology adoption aligns with critical business goals.

Key responsibilities

• Program Leadership:  Oversee several large-scale financial and cloud modernization initiatives simultaneously, managing portfolio priorities and timelines across business units.
• Multi-Project Execution:  Lead agile teams and coordinate resources to deliver several projects, ensuring solution quality, stakeholder alignment, and timely achievement of key milestones.
• Cloud Modernization & Deployment:  Champion modern cloud architecture, support cloud-enabled tool rollout, and orchestrate seamless end user technology adoption across the organization.
• Strategic Financial Oversight:  Steer budgeting, forecasting, and performance analysis; maintain fiscal discipline across portfolio investments.
• Stakeholder Alignment:  Engage senior business managers and product owners to align portfolio strategy with evolving tech and business needs.
• Risk & Issue Management:  Anticipate, mitigate, and resolve financial and technical risks for each project; build and implement comprehensive risk plans.
• Reporting & Governance:  Prepare and present sophisticated reports for leadership, including technology and process modernization updates.
• Process Optimization:  Drive continuous improvement across project governance, cloud implementation practices, and financial workflows.
• Mentorship & Team Building:  Inspire cross-disciplinary teams, provide guidance, and foster collaboration between product, engineering, cloud architects, and finance.
• Data-driven Decisions:  Apply advanced analytics (Alteryx, Tableau, Excel, Power BI) to synthesize information and enable clear, strategic decision-making.
• Compliance & Best Practices:  Ensure adherence to financial regulations, cloud security protocols, and organizational governance.

Qualifications

• Experience:  At least 9 years leading portfolio management, project management, or cloud transformation projects, including demonstrated multi-project management experience.
• Education:  Bachelor’s degree preferred (or equivalent practical experience).
• Financial and Technical Acumen:  Strong in portfolio budgeting, forecasting, and analysis as well as cloud, IT, and end user technologies.
• Leadership & Communication:  Skilled at mentoring teams, driving consensus, and presenting complex concepts to diverse audiences at all levels.
• Stakeholder Management:  Outstanding capability in managing expectations and building trust across departments and geographies.
• Multi-Project Mastery:  Proven experience in balancing competing priorities across several concurrent initiatives.
• Problem Solving:  Adept at navigating business and technology challenges, with the ability to adjust strategy as conditions change.
• Data Analytics Proficiency:  Advanced skills in modeling, analysis, and reporting using modern tools and platforms.
• Process Improvement:  Demonstrated ability to identify gaps and implement solutions for greater operational efficiency and effectiveness.