110 Investment Services jobs in India
Analyst, Research and Investment Services
Posted 5 days ago
Job Viewed
Job Description
About TresVista
TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.
About the Department
Research and Investment Services (RIS) is one of the vital service lines offered to clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. We are a group of highly skilled professionals working as an extension of the clients’ teams and further supported by additional value-added functions. We serve various clients across Public and Private Equity, Investment Banks, and other Corporates, Wealth Management Firms, Portfolio companies, and many more.
About the Opportunity
The Analyst profile at TresVista encompasses a two-year program, where you will be responsible for the execution of Client projects by leveraging your knowledge and skills acquired through comprehensive training as well as on-the-job learning. Analysts work with Senior Analysts and Associates and dedicate themselves towards executing projects for our Clients. Over the course of this rich learning experience, you can work across diverse projects and take up opportunities to network and seek mentorship from senior investment professionals across industries.
Roles & Responsibilities
- Working with the Associate and Vice President to execute solutions and recommendations on client deliverables; based on data analysis, and understanding of financial concepts
- Performing essential tasks including financial modeling, preparing valuations, creating financial analysis, landscaping sectors, identifying investment opportunities, writing industry/equity research reports, preparing information memorandums, and conducting merger consequence analysis
- Staying abreast with latest trends in financial markets
Education & Experience
- A graduate in any field
Skills & Attributes
- Interpersonal and communication skills
- Time Management skills
- Commitment and Ownership
- Learning Aptitude
- Analytical Ability
Relationship Manager - Mutual Funds Investment Services
Posted 5 days ago
Job Viewed
Job Description
Job Description
Title – Relationship Manager – Mutual Fund Investment Services
Qualification Required – Graduates & NISM VA or CFP
Job Responsibilities:
· Existing Customers – Relationships Mapped
· Responsible for managing relationships with clients & providing investment advisory services
· Monitoring and managing client portfolios, developing and implementing investment strategies
· Get the Risk Profiling Done
· Portfolio Reviews with Clients
· Get Investment Top ups and increased Wallet Share
· Get References
· New Customers
· Responsible for Adding New Relationships & Acquire NRI Relationships
· Arranging for Investor Awareness Programs in Corporates
· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products
· Research & Knowledge
· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news
· Attending Fund Manager Calls and Product calls and Meetings
· Get Acquainted with Morning Star Research Platform and other Software’s for Analysis
· Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products
Other Requirements – Good Analytical and Communication Skills
· Experience – 1 - 2 Years.
· Compensation – As per Industry Standards.
Contact Details:
Whatsapp -
Head of Investment Banking - Financial Services
Posted 19 days ago
Job Viewed
Job Description
Key Responsibilities:
- Lead and manage all aspects of the investment banking division, including M&A advisory, corporate finance, and capital raising.
- Develop and execute strategic plans to expand the division's market share and revenue generation.
- Build and maintain strong relationships with key corporate clients, private equity firms, and institutional investors.
- Oversee the origination, structuring, and execution of complex financial transactions.
- Mentor and manage a team of high-performing investment bankers and analysts.
- Ensure compliance with all regulatory requirements and internal policies.
- Represent the firm in high-level client meetings and industry events.
- Drive market intelligence gathering and identify new business opportunities.
- Maintain the firm's reputation for excellence and integrity.
Qualifications:
- MBA or Master's degree in Finance, Economics, or a related field; CFA designation is a plus.
- A minimum of 10-15 years of progressive experience in investment banking or corporate finance, with a proven track record of successful deal execution.
- Extensive experience in M&A advisory, debt and equity capital markets, and financial modeling.
- Strong leadership, team management, and interpersonal skills.
- Excellent analytical, negotiation, and presentation abilities.
- A well-established network of contacts within the corporate and financial communities.
- Deep understanding of Indian capital markets and regulatory environment.
- Ability to work effectively in a hybrid office setting.
This is a senior leadership opportunity with significant responsibility and the potential for substantial impact within the financial industry. Our client offers a highly competitive compensation and bonus structure.
AVP Legal (Trusteeship) LLB / LLM : Delhi location at PNB Investment Services Limited (PNBISL)
Posted 5 days ago
Job Viewed
Job Description
PNB Investment Services Limited (PNBISL), incorporated on 2nd of February 2009, is a 100% subsidiary of PunjabNational Bank. PNBISL is registered with SEBI as a Category-I Merchant Bankerto handle all major Merchant Banking Servicesto Corporate, Institutional and Individual clients.PNBISL derives strengthfrom Punjab National Bank which is one of the largestNationalized Bank in the countrywith Pan-India network.
Position: AVP – Legal (Trusteeship)
Experience: 8 Years+
Location: Delhi
About the Role:
We are looking for an experienced legal professional to join our Trusteeship team in Mumbai. The ideal candidate will have strong expertise in corporate and banking laws with hands-on experience in drafting, vetting, and compliance.
Key Responsibilities:
JOB DESCRIPTION/ RESPONSIBILITIES:
- In-depth knowledge of banking law & practice, corporate laws (including but limited to Companies Act, Contract Act, Transfer of Property Act, Stamp Act, Registration Act etc.) SEBI Regulations, Insolvency & Bankruptcy Code & NCLT procedures, RDBand SARFAESI Acts, Trustee Business etc. Compliance with SEBI Debenture Trustee Regulations and related Laws.
- Drafting/Vetting of finance documents viz. Loan Agreements charge creating documents, , Share Pledge Agreement, Inter Creditor Agreement, Letterceding charge etc. Drafting/Vetting of security documents.
- Examining of compliance documents viz. Memorandum of Association and Articles of Association, BoardResolutions, Title Search Reports, RoC Search Reports, CERSAI reports etc.
- Monitoring of charged securities and ensure compliance of financial covenants from time to time.
- Liaison with the Debenture Holders/ Bond holders, Lenders, Borrowers, Lawyers Valuers, etc. for compliance related work and insuring protecting investors' right and lenders' interest.
- Represent the company beforeGovt., Semi-Govt. and Local Authorities. Attending consortium meetings, enforcement proceedings etc. Monitoring pendency and ensuring creation of stipulated security, ensuring statutory filings within stipulated time, issue holding confirmation letters, ensuring renewal of insurance, ensuring issuance of revival letter by theobligors etc. Handling escalations pertaining to post execution formalities. Ensure safe custody of documents. Litigation/enforcement actions.
Qualification & Experience:
- LLB / LLM from a reputed university (Tier 1 or Tier 2 preferred).
- Minimum 3 years of relevant experience in corporate/legal/trusteeship roles.
How to Apply:
Send your updated resume to:
Contact:
Financial Services Consultant
Posted 15 days ago
Job Viewed
Job Description
Ready to lead the fintech revolution and bridge the gap between innovation and real clients? We're an international team building an AI platform for financial analytics and trading, shaking up the game in Asia, Europe, and the USA. If you love fintech, communication, and want to captain your own officethis is your ticket to the future!
How It Works?
- First Month: Get $1000 to kick things offcover trips, time, ordering promo materials, finding an office, and setting up social media. This is our chance to see your energy and for you to dive into our platform.
- Post-Launch: Fixed base salary of $000 per month (with growth as we scalewe invest in your wins!).
- Prep Phase: Immerse yourself in our AI platform, master the client engagement scripts, and get ready to inspire clients on our mission: making finance smarter and more accessible.
Earning PotentialClient Engagement Bonuses Earn extra on top of your base through our program:
- Tier 1: 8% of client contracts
- Tier 2: 2.5% of contracts
- Tier 3: 1.5% of contracts
- Tier 4: 1% of contracts
- Tier 5: 0.5% of contracts
Example: A client walks into your office, you guide them through a consultation, they sign up for 10,000and you pocket 8%, that's 800. As your client network grows, so does your incometo the moon!
What's on Deck?
- Run the office like it's yours: from launch to daily opsit's all in your hands.
- Guide clients through our AI platform: analytics, trading, data magic.
- Host in-person meetings at the office and online consults via Zoom.
- Hand out promo materials so everyone knows about usfrom flyers to cool merch.
- Attract new fintech fans to innovations that change lives.
Who We're Looking For?
- Passion for fintech and cutting-edge solutionsyou're all in!
- Top-notch communication, results-driven vibe, and the chops to solo-run an office.
- Bonus: Sales or client service experienceshare how you closed your dream deal!
Conditions That Inspire
- Base: From 1000/month starting month one (plus growth!).
- Bonuses: Up to 8% on contractsno cap.
- Location: Full-time office-based in your country (Asia, Europe, or USA)your city, your office.
- tg danielradutak
Financial Services Associate
Posted 23 days ago
Job Viewed
Job Description
Role: Financial Services Associate
Location: Goregaon, Mumbai
JD:
- Bachelors degree, or equivalent, in Accounting, Finance, or related business field
- A minimum of three to five years of investment accounting experience
- 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.
- Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
- Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
- Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
- Portfolio Service background.
Regards
Praveen Prabhakaran
Sr. Talent Acquisition Lead & CRM
Mobile :
Asst Mgr Financial Services
Posted 2 days ago
Job Viewed
Job Description
+ **Supervision:** Oversee the daily processing of a high volume of invoices, ensuring they are accurately entered, coded, and properly authorized.
+ **Workflow Optimization:** Review and manage invoice workflows, including 2-way and 3-way matching, exception handling, and resolution of blocked invoices.
+ **Discrepancy Resolution:** Address and resolve discrepancies related to invoice details, pricing, and quantity variances by collaborating with procurement, receiving, and vendor teams.
+ **Process Improvement:** Find and implement improvements to the invoice processing workflow to enhance efficiency and accuracy.
**GR/IR Reconciliation**
+ **Reconciliation:** Conduct and oversee regular Goods Received/Invoice Received (GR/IR) account clearing and reconciliation to resolve outstanding balances.
+ **Investigation:** Investigate and analyse variances between goods received and invoices received, deciding the cause of any mismatches.
+ **Collaboration:** Coordinate with cross-functional teams, such as buying and inventory, to resolve issues that affect GR/IR reconciliation & cross functional meetings for issue resolutions & process improvements.
+ **Reporting:** Prepare and present regular reports on GR/IR status, highlighting aged items and developing action plans for clearing.
**Team Management and Leadership**
+ **Guidance and Mentoring** **:** Supervise, train, and mentor the AP team on best practices, processes, and system usage.
+ **Performance Monitoring:** Set and check key performance indicators (KPIs) for the team, ensuring service level agreements (SLAs) are met.
+ **Escalation Point** **:** Function as the primary point of escalation for complex invoice and payment issues from both internal and external stakeholders.
+ **Development:** Conduct performance reviews and help in the professional development and succession planning for team members.
**Compliance and Reporting**
+ **Financial Audits:** Support internal and external audits by providing required documentation and explanations for AP and GR/IR processes.
+ **Policy Enforcement:** Ensure strict adherence to company policies, internal controls, and relevant financial regulations.
+ **Month-End Close** **:** Assist in month-end and year-end closing activities related to Accounts Payable and GR/IR.
+ **Statement Reconciliation:** Oversee monthly vendor statement reconciliations to support correct records and name discrepancies.
**Skills and Qualifications**
+ **Education** **:** Bachelor's degree in accounting, Finance, Commerce, or a related field.
+ **Experience:** 8-9 years of experience in an Accounts Payable or similar accounting role, with proven supervisory or leadership experience.Large multinational environment experience, in a manufacturing vertical. Familiar with Sarbanes Oxley and Six Sigma
+ **Technical Proficiency** **:** Strong knowledge of Accounts Payable principles and processes. Firsthand experience with ERP systems, such as SAP, is Mandatory.
+ **Diligence** **:** Exceptional diligence and a prominent level of accuracy in data entry and financial reporting.
+ **Problem-Solving:** Strong analytical and problem-solving abilities to investigate and resolve complex invoice and reconciliation issues.
+ **Communication:** Excellent written and verbal communication skills for effective collaboration with internal teams and external vendors.
+ **Software Skills:** Ability in MS Office, particularly advanced Excel skills for data analysis and reporting.
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
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Asst Mgr Financial Services
Posted 2 days ago
Job Viewed
Job Description
+ **Supervision:** Oversee the daily processing of a high volume of invoices, ensuring they are accurately entered, coded, and properly authorized.
+ **Workflow Optimization:** Review and manage invoice workflows, including 2-way and 3-way matching, exception handling, and resolution of blocked invoices.
+ **Discrepancy Resolution:** Address and resolve discrepancies related to invoice details, pricing, and quantity variances by collaborating with procurement, receiving, and vendor teams.
+ **Process Improvement:** Find and implement improvements to the invoice processing workflow to enhance efficiency and accuracy.
**GR/IR Reconciliation**
+ **Reconciliation:** Conduct and oversee regular Goods Received/Invoice Received (GR/IR) account clearing and reconciliation to resolve outstanding balances.
+ **Investigation:** Investigate and analyse variances between goods received and invoices received, deciding the cause of any mismatches.
+ **Collaboration:** Coordinate with cross-functional teams, such as buying and inventory, to resolve issues that affect GR/IR reconciliation & cross functional meetings for issue resolutions & process improvements.
+ **Reporting:** Prepare and present regular reports on GR/IR status, highlighting aged items and developing action plans for clearing.
**Team Management and Leadership**
+ **Guidance and Mentoring** **:** Supervise, train, and mentor the AP team on best practices, processes, and system usage.
+ **Performance Monitoring:** Set and check key performance indicators (KPIs) for the team, ensuring service level agreements (SLAs) are met.
+ **Escalation Point** **:** Function as the primary point of escalation for complex invoice and payment issues from both internal and external stakeholders.
+ **Development:** Conduct performance reviews and help in the professional development and succession planning for team members.
**Compliance and Reporting**
+ **Financial Audits:** Support internal and external audits by providing required documentation and explanations for AP and GR/IR processes.
+ **Policy Enforcement:** Ensure strict adherence to company policies, internal controls, and relevant financial regulations.
+ **Month-End Close** **:** Assist in month-end and year-end closing activities related to Accounts Payable and GR/IR.
+ **Statement Reconciliation:** Oversee monthly vendor statement reconciliations to support correct records and name discrepancies.
**Skills and Qualifications**
+ **Education** **:** Bachelor's degree in accounting, Finance, Commerce, or a related field.
+ **Experience:** 8-9 years of experience in an Accounts Payable or similar accounting role, with proven supervisory or leadership experience.Large multinational environment experience, in a manufacturing vertical. Familiar with Sarbanes Oxley and Six Sigma
+ **Technical Proficiency** **:** Strong knowledge of Accounts Payable principles and processes. Firsthand experience with ERP systems, such as SAP, is Mandatory.
+ **Diligence** **:** Exceptional diligence and a prominent level of accuracy in data entry and financial reporting.
+ **Problem-Solving:** Strong analytical and problem-solving abilities to investigate and resolve complex invoice and reconciliation issues.
+ **Communication:** Excellent written and verbal communication skills for effective collaboration with internal teams and external vendors.
+ **Software Skills:** Ability in MS Office, particularly advanced Excel skills for data analysis and reporting.
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
Asst Mgr Financial Services
Posted 2 days ago
Job Viewed
Job Description
+ **Supervision:** Oversee the daily processing of a high volume of invoices, ensuring they are accurately entered, coded, and properly authorized.
+ **Workflow Optimization:** Review and manage invoice workflows, including 2-way and 3-way matching, exception handling, and resolution of blocked invoices.
+ **Discrepancy Resolution:** Address and resolve discrepancies related to invoice details, pricing, and quantity variances by collaborating with procurement, receiving, and vendor teams.
+ **Process Improvement:** Find and implement improvements to the invoice processing workflow to enhance efficiency and accuracy.
**GR/IR Reconciliation**
+ **Reconciliation:** Conduct and oversee regular Goods Received/Invoice Received (GR/IR) account clearing and reconciliation to resolve outstanding balances.
+ **Investigation:** Investigate and analyse variances between goods received and invoices received, deciding the cause of any mismatches.
+ **Collaboration:** Coordinate with cross-functional teams, such as buying and inventory, to resolve issues that affect GR/IR reconciliation & cross functional meetings for issue resolutions & process improvements.
+ **Reporting:** Prepare and present regular reports on GR/IR status, highlighting aged items and developing action plans for clearing.
**Team Management and Leadership**
+ **Guidance and Mentoring** **:** Supervise, train, and mentor the AP team on best practices, processes, and system usage.
+ **Performance Monitoring:** Set and check key performance indicators (KPIs) for the team, ensuring service level agreements (SLAs) are met.
+ **Escalation Point** **:** Function as the primary point of escalation for complex invoice and payment issues from both internal and external stakeholders.
+ **Development:** Conduct performance reviews and help in the professional development and succession planning for team members.
**Compliance and Reporting**
+ **Financial Audits:** Support internal and external audits by providing required documentation and explanations for AP and GR/IR processes.
+ **Policy Enforcement:** Ensure strict adherence to company policies, internal controls, and relevant financial regulations.
+ **Month-End Close** **:** Assist in month-end and year-end closing activities related to Accounts Payable and GR/IR.
+ **Statement Reconciliation:** Oversee monthly vendor statement reconciliations to support correct records and name discrepancies.
**Skills and Qualifications**
+ **Education** **:** Bachelor's degree in accounting, Finance, Commerce, or a related field.
+ **Experience:** 8-9 years of experience in an Accounts Payable or similar accounting role, with proven supervisory or leadership experience.Large multinational environment experience, in a manufacturing vertical. Familiar with Sarbanes Oxley and Six Sigma
+ **Technical Proficiency** **:** Strong knowledge of Accounts Payable principles and processes. Firsthand experience with ERP systems, such as SAP, is Mandatory.
+ **Diligence** **:** Exceptional diligence and a prominent level of accuracy in data entry and financial reporting.
+ **Problem-Solving:** Strong analytical and problem-solving abilities to investigate and resolve complex invoice and reconciliation issues.
+ **Communication:** Excellent written and verbal communication skills for effective collaboration with internal teams and external vendors.
+ **Software Skills:** Ability in MS Office, particularly advanced Excel skills for data analysis and reporting.
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
Audit Senior- Financial Services
Posted 2 days ago
Job Viewed
Job Description
Profile Summary:
This position primarily involves conducting audits of financial statements in alignment with US GAAP, specifically for broker-dealers and investment funds. You will be managing a team of accounting experts, independently carrying out tax research, and collaborating with colleagues across all levels—including peers, supervisors, and U.S.-based professionals. A key part of the job includes analyzing presentation and disclosure impacts.
Job Description:
Responsibilities Includes, but not Limited to:
- Conducting Financial Statements audit in conformity with US GAAP for Broker & dealer and Funds.
- Handling a team of Accounting experts.
- Able to do tax research independently.
- Build working relationships with peers, supervisors and U.S. colleagues.
- Presentation and disclosure impact analysis.
Job Requirements:
- Minimum 2 years of Experience in US A&A and Accounting is essential.
- Qualified Chartered Accountant or other qualified professionals in the accounting and tax fields.
- Knowledge of Caseware and Caseview preferred.
- Teamwork and leadership skills.
- Industry exposure: Financial Services.
- Experience in Broker Dealer is an added advantage.
- Outstanding analytical, organizational and project management skills.
- Proficient in Microsoft Office Applications.
- Fluency in English (written and spoken).
- Excellent communication skills.
- Able to meet deadlines and work based on urgency of projects.
- Ready to learn new software.
- Quick learner, enthusiastic, positive demeanor and a team player.
- Available to work long hours during busy season times
Working Hours: 10:30 AM IST- 7:30 PM IST with flexibility to extend during busy audit seasons.
Work Model: Work from Office
Job Location: Hyderabad or Ahmedabad