2,330 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
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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?
Product Manager - Investments
Posted 3 days ago
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Job Description
ROLE & RESPONSIBILITIES:
Job Description
· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook
· Running independent MF ranking/evaluation and maintain the quarterly ranking output
· Prepare and maintain product updates and factsheets for all products on Anand Rathi platform
· Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework on time to time
· Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation
· Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end
· Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook
· Creating all possible MIS related to products available on platform and ensure its maintenance
· Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc
Qualifications:
· Investment Products, Advisory and Research experience of minimum 4years
· Needs to be conversant with the working of mutual funds and other investments – including their taxation, types of schemes, etc
· Updated knowledge about the markets and economic developments
· Excellent report writing and communication skills along with proficiency inexcel
· Should have CFA / MBA (Finance) / Post Graduate (MBA preferably) CA with minimum 5-8 years of relevant experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies
Kindly share applications on or WhatsApp on for further process.
Investments Regulatory reporting
Posted 3 days ago
Job Viewed
Job Description
Job Location - Vikhroli (Mumbai)
Responsibilities
- The candidate will be looking at the analytics and reporting requirements of the various Traditional Funds. This will involve coordination of the Investment Team with Actuarial/ Operations/Finance/Risk Team etc. for various data requirements with the objective of time bound deliverables for ALM / ALCO/Strategic Planning and Strategic/ Tactical Asset Allocations/Investment Committee as required by the Local and Regional Investment Office.
- The role will involve working on Excel / Power Point PPT as well as Automated tools and systems.
- The candidate will be working closely with the Fund Mangers and the also with the Reginal Investment Team members on a very frequent basis
- The candidate based on his own commitment of personal and professional growth will be encouraged to participate in Fund Management activities and use the above analytical exercise to give inputs for actual implementation in the Portfolio.
- The candidate will be instrumental in developing various internal models on Interest Rates and Credit forecasting and can take initiatives in Credit Research Analysis
Functional Skillsets
- The candidate needs to have a very strong Analytical bent of mind with flare for numbers and should be comfortable in working in Excel and Power Point.
- Experience in working with Bloomberg and knowledge of latest trends and applicability in AI will be an added advantage as there will be expectations of process automation possibilities wherever they exist.
Qualifications
- Candidate with Mathematics / Statistics background with professional qualification in Data Analytics / Data Science / Cleared large part of papers from the IAI/IFOA.
- Pursuing FRM will be an added advantage.
Investments Regulatory reporting
Posted today
Job Viewed
Job Description
Responsibilities
- The candidate will be looking at the analytics and reporting requirements of the various Traditional Funds. This will involve coordination of the Investment Team with Actuarial/ Operations/Finance/Risk Team etc. for various data requirements with the objective of time bound deliverables for ALM / ALCO/Strategic Planning and Strategic/ Tactical Asset Allocations/Investment Committee as required by the Local and Regional Investment Office.
- The role will involve working on Excel / Power Point PPT as well as Automated tools and systems.
- The candidate will be working closely with the Fund Mangers and the also with the Reginal Investment Team members on a very frequent basis
- The candidate based on his own commitment of personal and professional growth will be encouraged to participate in Fund Management activities and use the above analytical exercise to give inputs for actual implementation in the Portfolio.
- The candidate will be instrumental in developing various internal models on Interest Rates and Credit forecasting and can take initiatives in Credit Research Analysis
Functional Skillsets
- The candidate needs to have a very strong Analytical bent of mind with flare for numbers and should be comfortable in working in Excel and Power Point.
- Experience in working with Bloomberg and knowledge of latest trends and applicability in AI will be an added advantage as there will be expectations of process automation possibilities wherever they exist.
Qualifications
- Candidate with Mathematics / Statistics background with professional qualification in Data Analytics / Data Science / Cleared large part of papers from the IAI/IFOA.
- Pursuing FRM will be an added advantage.
Product Manager - Investments
Posted today
Job Viewed
Job Description
Job Description
· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook
· Running independent MF ranking/evaluation and maintain the quarterly ranking output
· Prepare and maintain product updates and factsheets for all products on Anand Rathi platform
· Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework on time to time
· Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation
· Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end
· Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook
· Creating all possible MIS related to products available on platform and ensure its maintenance
· Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc
Qualifications:
· Investment Products, Advisory and Research experience of minimum 4years
· Needs to be conversant with the working of mutual funds and other investments – including their taxation, types of schemes, etc
· Updated knowledge about the markets and economic developments
· Excellent report writing and communication skills along with proficiency inexcel
· Should have CFA / MBA (Finance) / Post Graduate (MBA preferably) CA with minimum 5-8 years of relevant experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies
Kindly share applications on or WhatsApp on for further process.
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Product Manager - Investments
Posted today
Job Viewed
Job Description
ROLE & RESPONSIBILITIES:
Job Description
· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook
· Running independent MF ranking/evaluation and maintain the quarterly ranking output
· Prepare and maintain product updates and factsheets for all products on Anand Rathi platform
· Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework on time to time
· Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation
· Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end
· Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook
· Creating all possible MIS related to products available on platform and ensure its maintenance
· Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc
Qualifications:
· Investment Products, Advisory and Research experience of minimum 4years
· Needs to be conversant with the working of mutual funds and other investments – including their taxation, types of schemes, etc
· Updated knowledge about the markets and economic developments
· Excellent report writing and communication skills along with proficiency inexcel
· Should have CFA / MBA (Finance) / Post Graduate (MBA preferably) CA with minimum 5-8 years of relevant experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies
Kindly share applications on or WhatsApp on for further process.
Investments Regulatory reporting
Posted today
Job Viewed
Job Description
Job Location - Vikhroli (Mumbai)
Responsibilities
- The candidate will be looking at the analytics and reporting requirements of the various Traditional Funds. This will involve coordination of the Investment Team with Actuarial/ Operations/Finance/Risk Team etc. for various data requirements with the objective of time bound deliverables for ALM / ALCO/Strategic Planning and Strategic/ Tactical Asset Allocations/Investment Committee as required by the Local and Regional Investment Office.
- The role will involve working on Excel / Power Point PPT as well as Automated tools and systems.
- The candidate will be working closely with the Fund Mangers and the also with the Reginal Investment Team members on a very frequent basis
- The candidate based on his own commitment of personal and professional growth will be encouraged to participate in Fund Management activities and use the above analytical exercise to give inputs for actual implementation in the Portfolio.
- The candidate will be instrumental in developing various internal models on Interest Rates and Credit forecasting and can take initiatives in Credit Research Analysis
Functional Skillsets
- The candidate needs to have a very strong Analytical bent of mind with flare for numbers and should be comfortable in working in Excel and Power Point.
- Experience in working with Bloomberg and knowledge of latest trends and applicability in AI will be an added advantage as there will be expectations of process automation possibilities wherever they exist.
Qualifications
- Candidate with Mathematics / Statistics background with professional qualification in Data Analytics / Data Science / Cleared large part of papers from the IAI/IFOA.
- Pursuing FRM will be an added advantage.