797 Investments jobs in India
Consultant - Investments
Posted today
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About Our Client
Our client is a leading Real Estate Private Equity fund which invests across multiple sub sectors of Real Estate and manages assets across the globe.
Job Description
The Successful Applicant
Qualification - CA First Attempt with 1-3 years of experience in Domestic IB/ Mid-Office IB
Location - Mumbai
The ideal candidate will possess strong analytical, financial modelling, and communication skills, with the ability to manage multiple projects in a fast-paced environment.
Director - Investments
Posted today
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Description:
We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai/Noida. This is a hybrid role that has a requirement of working at least three days a week in the office.
Director – Operations Due Diligence - Investments
Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients.
We are looking for talented colleagues who understand the financial services industry and the operational functions of investment managers. Will work as part of a team of ODD specialist and client consultants.
We will count on you to:
Work as an extension of the UK/US team to conduct operational due diligence risk assessments of investment managers using Mercer Sentinel’s framework incorporating house views as appropriate
Understanding of investment manager middle and back office operations, fund administration, portfolio accounting, custody, regulatory compliance and other relevant industry experience
Maintaining knowledge of operational risk frameworks across the Mercer universe of asset classes, including equity and fixed income, hedge funds, private equity, private debt, real estate and infrastructure
Liaise with investment managers to collate information, coordinate on-site visits and schedules
Review responses and documentation provided by investment managers for the risk assessment and author research notes in advance of the meeting of the onsite team to support the onshore team
Support virtual investment manager “on-site” visits through the preparation of pre-meeting notes, note taking in the meeting and producing high quality draft written reports after the meeting
Challenging and improving operational processes for Mercer’s ODD framework
Contribute to Mercer Sentinel’s intellectual capital through market research and process innovation
Contribute towards Mercer Sentinel’s other products including but not limited to Surveys and Operational Reviews; support onshore team’s efforts towards key projects or activities including business development among others.
Update and maintain pertinent tools/database with relevant information including research publications and coordinate with asset managers for requisite data and for scheduling research calls; prepare and distribute Ratings Committee (RC) minutes from the weekly RC call.
Project management, work allocation, real-time capacity management, peer review, process training and development of team members
Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects.
Liaison with stakeholders to build relationship for service delivery management.
Play anchor role for all strategic projects and provide directions to the team.
Prepare and manage KPIs and handle escalations.
Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives.
Driving Process Improvement Initiatives and delivering results in line with Business Priorities
Demonstrate subject matter expertise in leading the ODD vertical
Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database
Ensuring storage and organizing data on a central database
What you need to have:
A Master's degree in economics, finance or other business-related areas with a high level of written content
Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent) – preferential requisite
12+ Years of experience with operational due diligence investment management, operations, fund management or investment consulting
Previous experience in operational risk analysis, fund administration, and or financial / portfolio accounting would be beneficial
Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint)
Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date
Works well under pressure, with the ability to prioritise and manage multiple tasks, stakeholders and deliverables simultaneously; candidate may be expected to attend calls with US based asset managers couple days in a week; responsibilities may stretch to taking calls with asset managers in other geographies including Pacific, UK, Europe, Middle East and Asia depending on the business requirements.
Excellent organisational and time management skills
Openly shares information and own expertise with colleagues
Possess excellent team working skills in a global/remote working environment
What makes you stand out:
Demonstrates excellent oral and written communication skills
Self-motivated with an eagerness to learn and a positive work ethic
Challenges existing practices and conventional thinking
Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.)
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Director - Investments
Posted today
Job Viewed
Job Description
Description:
Director – Data Management
We are seeking a talented individual to join our Data Management team at Wealth Investments. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.
We are seeking a dynamic and entrepreneurial leader to establish and lead a brand-new Data Team with a significant mandate to support our business in all critical processes. This role is ideal for a visionary with a tech-first mindset who can blend people, process, and technology to deliver high-impact, pragmatic solutions that directly drive business value. The position will partner closely with the Global Head of Data and the Global Data Team and business stakeholders, enabling day-to-day operational excellence while innovating to meet evolving needs.
The ideal candidate will think and act like a business owner—focusing on ROI, mitigating risks, and ensuring value delivery. They will have deep expertise in the Investment Domain and a proven track record in managing data analysts, implementing robust data management practices, and delivering creative solutions that scale
We will count on you to:
1) Strategic Leadership
2) Solution Delivery
Data Management Excellence
Business Partnership & Communication
What you need to have:
What makes you stand out?
Associate, Investments Team
Posted 2 days ago
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Job Description
Role/Designation: Associate, Investments Team
Location: Mumbai
Reports to: Associate Partner & Founder & Managing Partner
About Cedar - IBSi Capital:
Cedar-IBSi Capital is the region’s leading early-stage FinTech venture capital fund, primarily focused on B2B FinTech and Financial Services-Infrastructure companies. The $20-25mn fund has achieved a First Close and has completed initial investments in Cogniquest and WonderLend Hubs , both disruptive advanced solutions that address large market opportunities in BFSI and beyond.
The fund is built on the legacy Cedar Consulting ( ) and IBS Intelligence ( ) platform, which comprises over 60 years of research and consulting experience for Banks and Technology players globally.
The fund’s Managing Partner, Sahil Anand, in his prior role, co-created the region’s only FinTech Lab, which has demonstrated a strong track-record of accelerating 55+ B2B FinTechs across the region ( ).
The fund is independently structured, follows a classic LP-GP model, and is backed by leading institutional and family office investors across the region.
What makes Cedar-IBSi Capital unique is our strong ability to add transformational value across tangible areas for founders in our portfolio, leveraging the fund manager’s past experiences in the world of FinTech, combined with the Cedar platform’s 60+ year-old credibility and expertise in this space We can make capital work like no other.
Job Summary:
The Investment Associate at Cedar–IBSi Capital will play a pivotal role in driving the fund’s investment strategy by sourcing, evaluating, and executing early-stage FinTech and Financial Services–Infrastructure opportunities. The role requires a strong combination of analytical rigor, market research, and relationship-building skills to identify high-potential ventures and support portfolio companies. The Associate will contribute across the entire investment lifecycle—deal sourcing, diligence, portfolio management, and value creation—while also helping amplify the fund’s presence in the FinTech ecosystem through thought leadership, research, and marketing contributions.
Key Responsibilities:
- Source and evaluate high-potential FinTech and B2B Financial Services startups through proactive outreach, research, and ecosystem engagement.
- Conduct market analysis, financial modeling, and due diligence to support investment decisions and prepare investment memos.
- Contribute to end-to-end deal execution, including structuring, documentation, and coordination with founders and advisors.
- Support portfolio companies with MIS/reporting, strategic introductions, and operational guidance to drive value creation.
- Represent the fund in the FinTech ecosystem through research publications, social media engagement, and industry forums.
- Collaborate within the team to share insights, mentor peers, and continuously build knowledge in emerging FinTech trends.
Qualifications and Relevant Experience:
- Master's degree or MBA in business, or a related field.
- 3-5 years of work experience as an Associate or Analyst in a Venture capital firm or in Investment Banking
- Exceptional relationship-building and communication skills.
- Strong understanding of Venture Capital and FinTech domains, the startup ecosystem, investors, and industry trends.
- Highly organized with the ability to manage multiple partner relationships and initiatives.
Lead Specialist - Investments
Posted 2 days ago
Job Viewed
Job Description
We are seeking a talented individual to join our investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.
Lead Specialist – Investments
(Defined Benefits Consulting )
An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – UK Investment Consulting. As part of our UK Investment Consulting Team, the successful candidate will play a key role in providing dynamic consulting support to our global client teams.
Consulting Support encompasses generating several regulatory and governance reports, cashflow advices and research work for new fund managers. Additionally, it involves drafting ESG compliant reports.
This role will be multi-faceted and fluid, requiring an individual that has a diverse background across Investment Research, Fund Performance indicators, experience on Consulting work and Project management. The core experience and skills will be a mix of fund research and analysis, pension reporting, middle office services, business development, relationship & stakeholder management and leadership skills.
We will count on you to:
- Bespoke Consulting - Support senior consultants in preparing presentations and client deliverables. This includes editing, quality control, and finalization of client-related documents.
- Reporting – the team distributes a suite of reports to the business on a monthly/quarterly/ad-hoc basis. The successful candidate will assist the team in coordinating and inputting all relevant data so that reports are distributed in a timely manner.
- Research – Undertake research on Fund managers and undertake project work on traditional and alternative asset classes.
- Analysis – Collect and create search work for Investment managers. Articulate outcome of investment analysis in form of reports or slides in a succinct manner.
- Work in partnership with our internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency, and professionalism at all times.
- Take ownership of team processes whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results.
- Responsible for helping and managing analysts to produce reports for the clients.
- Manages client activities and provides consulting and advisory guidance to their client group.
- Identifying issues but also offering and putting forward ideas and solutions. Ensuring all issues are communicated and escalated appropriately to the superiors.
- Acts as peer reviewer for colleagues where appropriate.
- Prioritize working with a consulting mindset and attend queries, concerns and suggestions from stakeholders.
- Attend daily team conference calls along with other weekly/ad-hoc calls to allow for effective communication and escalation of matters when required.
- Identify areas for training and development and be pro-active in finding ways to achieve development plans.
- Acts as a mentor/role model to analysts, delegating work as appropriate to utilize and develop skills, knowledge and confidence.
What you need to have:
- Education/ Qualification: Masters in Finance or similar field, or MBA. Candidates having MBA/CFA/FRM will be an advantage.
- A relevant professional qualification with 5-7 years’ experience in the financial sector preferably leading teams with bespoke client needs
- Technical knowledge of fund structures, parties to the fund and the differing fund / asset types.
- Experience in undertaking and articulating investment research, regulatory reports and insights.
- Ability to understand and interpret performance indicators
- Professional and enthusiastic approach to work.
- Strong organizational and project management skills along with ability to grasp information quickly.
- Accuracy and attention to detail key requirements.
- Excellent interpersonal skills to communicate with internal and external clients at all levels.
- Highly driven and disciplined.
- Ability to work effectively within a small, fast-growing team and assist in the leading, managing and development of that team.
- Fluent English essential.
- Strong IT skills (PowerPoint, Excel, Word).
What will make you stand out:
- Self-starter with energy, proactivity, and desire to see things done efficiently.
- Prior experience in coordinating/implementing financial consulting and manager selection exercise.
- Accuracy & attention to detail key requirements. Excellent communication skills.
- Solutions driven – ability to see the bigger picture and be proactive in identifying areas for service enhancement.
- Strong proficiency in Excel with experience using daily in previous roles.
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person
Lead Specialist - Investments
Posted 2 days ago
Job Viewed
Job Description
We are seeking a talented individual to join our investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.
Lead Specialist – Investments
(Defined Benefits Consulting )
An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – UK Investment Consulting. As part of our UK Investment Consulting Team, the successful candidate will play a key role in providing dynamic consulting support to our global client teams.
Consulting Support encompasses generating several regulatory and governance reports, cashflow advices and research work for new fund managers. Additionally, it involves drafting ESG compliant reports.
This role will be multi-faceted and fluid, requiring an individual that has a diverse background across Investment Research, Fund Performance indicators, experience on Consulting work and Project management. The core experience and skills will be a mix of fund research and analysis, pension reporting, middle office services, business development, relationship & stakeholder management and leadership skills.
We will count on you to:
- Bespoke Consulting - Support senior consultants in preparing presentations and client deliverables. This includes editing, quality control, and finalization of client-related documents.
- Reporting – the team distributes a suite of reports to the business on a monthly/quarterly/ad-hoc basis. The successful candidate will assist the team in coordinating and inputting all relevant data so that reports are distributed in a timely manner.
- Research – Undertake research on Fund managers and undertake project work on traditional and alternative asset classes.
- Analysis – Collect and create search work for Investment managers. Articulate outcome of investment analysis in form of reports or slides in a succinct manner.
- Work in partnership with our internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency, and professionalism at all times.
- Take ownership of team processes whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results.
- Responsible for helping and managing analysts to produce reports for the clients.
- Manages client activities and provides consulting and advisory guidance to their client group.
- Identifying issues but also offering and putting forward ideas and solutions. Ensuring all issues are communicated and escalated appropriately to the superiors.
- Acts as peer reviewer for colleagues where appropriate.
- Prioritize working with a consulting mindset and attend queries, concerns and suggestions from stakeholders.
- Attend daily team conference calls along with other weekly/ad-hoc calls to allow for effective communication and escalation of matters when required.
- Identify areas for training and development and be pro-active in finding ways to achieve development plans.
- Acts as a mentor/role model to analysts, delegating work as appropriate to utilize and develop skills, knowledge and confidence.
What you need to have:
- Education/ Qualification: Masters in Finance or similar field, or MBA. Candidates having MBA/CFA/FRM will be an advantage.
- A relevant professional qualification with 5-7 years’ experience in the financial sector preferably leading teams with bespoke client needs
- Technical knowledge of fund structures, parties to the fund and the differing fund / asset types.
- Experience in undertaking and articulating investment research, regulatory reports and insights.
- Ability to understand and interpret performance indicators
- Professional and enthusiastic approach to work.
- Strong organizational and project management skills along with ability to grasp information quickly.
- Accuracy and attention to detail key requirements.
- Excellent interpersonal skills to communicate with internal and external clients at all levels.
- Highly driven and disciplined.
- Ability to work effectively within a small, fast-growing team and assist in the leading, managing and development of that team.
- Fluent English essential.
- Strong IT skills (PowerPoint, Excel, Word).
What will make you stand out:
- Self-starter with energy, proactivity, and desire to see things done efficiently.
- Prior experience in coordinating/implementing financial consulting and manager selection exercise.
- Accuracy & attention to detail key requirements. Excellent communication skills.
- Solutions driven – ability to see the bigger picture and be proactive in identifying areas for service enhancement.
- Strong proficiency in Excel with experience using daily in previous roles.
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person
Associate, Investments Team
Posted 2 days ago
Job Viewed
Job Description
Role/Designation: Associate, Investments Team
Location: Mumbai
Reports to: Associate Partner & Founder & Managing Partner
About Cedar - IBSi Capital:
Cedar-IBSi Capital is the region’s leading early-stage FinTech venture capital fund, primarily focused on B2B FinTech and Financial Services-Infrastructure companies. The $20-25mn fund has achieved a First Close and has completed initial investments in Cogniquest and WonderLend Hubs, both disruptive advanced solutions that address large market opportunities in BFSI and beyond.
The fund is built on the legacy Cedar Consulting ( and IBS Intelligence ( platform, which comprises over 60 years of research and consulting experience for Banks and Technology players globally.
The fund’s Managing Partner, Sahil Anand, in his prior role, co-created the region’s only FinTech Lab, which has demonstrated a strong track-record of accelerating 55+ B2B FinTechs across the region (
The fund is independently structured, follows a classic LP-GP model, and is backed by leading institutional and family office investors across the region.
What makes Cedar-IBSi Capital unique is our strong ability to add transformational value across tangible areas for founders in our portfolio, leveraging the fund manager’s past experiences in the world of FinTech, combined with the Cedar platform’s 60+ year-old credibility and expertise in this space We can make capital work like no other.
Job Summary:
The Investment Associate at Cedar–IBSi Capital will play a pivotal role in driving the fund’s investment strategy by sourcing, evaluating, and executing early-stage FinTech and Financial Services–Infrastructure opportunities. The role requires a strong combination of analytical rigor, market research, and relationship-building skills to identify high-potential ventures and support portfolio companies. The Associate will contribute across the entire investment lifecycle—deal sourcing, diligence, portfolio management, and value creation—while also helping amplify the fund’s presence in the FinTech ecosystem through thought leadership, research, and marketing contributions.
Key Responsibilities:
- Source and evaluate high-potential FinTech and B2B Financial Services startups through proactive outreach, research, and ecosystem engagement.
- Conduct market analysis, financial modeling, and due diligence to support investment decisions and prepare investment memos.
- Contribute to end-to-end deal execution, including structuring, documentation, and coordination with founders and advisors.
- Support portfolio companies with MIS/reporting, strategic introductions, and operational guidance to drive value creation.
- Represent the fund in the FinTech ecosystem through research publications, social media engagement, and industry forums.
- Collaborate within the team to share insights, mentor peers, and continuously build knowledge in emerging FinTech trends.
Qualifications and Relevant Experience:
- Master's degree or MBA in business, or a related field.
- 3-5 years of work experience as an Associate or Analyst in a Venture capital firm or in Investment Banking
- Exceptional relationship-building and communication skills.
- Strong understanding of Venture Capital and FinTech domains, the startup ecosystem, investors, and industry trends.
- Highly organized with the ability to manage multiple partner relationships and initiatives.
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