786 Job openings found

  Major Accountabilities: Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. Client Coordination: Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth ...

Company seeking a Senior Investment Analyst for its SME Fund in Mumbai. This is a high-impact role involving deal evaluation, anchor investment structuring, and portfolio management across listed and unlisted SMEs. The ideal candidate will bring deep analytical skills, hands-on deal-making experience, and a solid understanding of India’s SME ecosystem. You ...

We are seeking an experienced Investment Banking & Buy-Side Research Analyst (5-8years) to join our client’s team. Candidates must possess a strong academic background (MBAfrom a top-tier institute, CA, or CFA) and expertise in financial modeling, market research,transaction support, and client deliverables.Key Responsibilities1. Financial Modeling and Valuation: Build advanced models ...

Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Job Title: Accounts Executive / Assistant Accounts Manager (Portfolio/Investment Management) Location: Kolkata Age: 30-40 Years Experience: 7-10 Years CTC: ₹10-12 Lacs per annum Core Responsibilities   The primary duties revolve around managing money and financial assets. This includes: Investment & Portfolio Management: This involves overseeing various investments like stocks, bonds, and other securities. The goal ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

  Job Description:We are seeking a detail-oriented and analytical Financial Modeling and Valuation Analyst to join our Investment Research team. The ideal candidate will have a strong background in financial analysis, modeling, and valuation techniques, with a deep understanding of corporate finance and accounting principles. This role offers an excellent opportunity ...

Opening for Investment Manager   Location: Kolkata Responsibilities Investment Analysis ReportBasic Investment KnowledgeOpening of A/c with fund ManagerAnalysisi of SOAS of Equity/ Debts/ Bonds/ Real Estate   They conduct thorough research, assess market trends, and utilize quantitative models to inform investment decisions. Leveraging expertise in financial analysis, they determine asset allocations and recommend strategies for maximizing ...

  The ideal candidate will have an interest in the relevant areas of investment banking. An employee with  the Deal Management Team would ensure someone who will be curating deals for the  Company for investment and act as a SPOC for the relevant deals, thereby managing  on end to end basis. The company is looking for an enthusiastic person who will work closely with the  startup founders and other startup stakeholders and is looking to disrupt in our ‘never-like-before’  evolving world.         Client & Project Management   -Demonstrate ability to critically analyze information received and handle client interaction at backend  -Carrying on business development by finding relevant startup deals through our internal and network, external network, attending events, working closely with fellow VC networks, etc. Participating in demo days and deal calls to identify the ideal startup that aligns with investment thesis -Responsible for the complete life cycle of investment including deal sourcing, deal screening & due diligence, market research, deal structuring, executing definitive agreements, investments, portfolio monitoring & facilitating divestment -Undergoing industry analysis and competitive analysis of the startups onboarded  -Conducting preliminary due diligence on the target startups from finance, operations and commercial perspective  -Assistance in the preparation of financial models, validating valuation assumptions, and financial analysis of the target startups  -Assistance in preparation of valuation exercise, preparation of valuation reports along with necessary documents including but not limited to MR letter, NDA, etc.  -Acting as the SPOC for the founders of the startups curated by you and taking full responsibility of the deliverables forming part of the relevant deal  -Preparation of all the necessary risk documents including but not limited to engagement letter, NDA, addendum, etc.  -Assistance in onboarding investors, venture partners, and investor networks -Assistance in organizing periodic events for the founders, investors, and other stakeholders in target cities  -Evaluating potential startup deals, onboarding them, and liaisoning with various stakeholders associated with the project to maintain good relations with them  -Acting as the SPOC for the relevant set of investor connections made during the business development process  -Understanding various risk areas about the clients allocated at the start of the various engagements and ensure that all the risk documents or emails are in place  -Any other client-related tasks as the case may require  -Responsible for end-to-end operations of the accelerator program to facilitate networking and collaboration opportunities between startups, corporates, and investors while providing strategic and operational support to startups in areas such as business planning, market analysis, technology development, and funding   Business Research:  -Tracking of relevant sectors and key participants in the industry   -Compile and analyze reliable statistical data and analyze it using modern and traditional  methods   -Perform valid and reliable market research SWOT, and GAP analysis  -Provide competitive analysis on various company’s market offerings, identifying market  trends, understanding the business model and their key strategy and operations   -Preparing an Industry research report on various topics concerning the relevant  industries  -Preparing an advisory note or a presentation on various topics concerning the relevant  industries  -As and when required, assisting the manager in interviewing various individuals for the  purpose of the industry research  -Assistance in the preparation of industry reports, news articles, research papers, etc. as the case  may be required for the deal management team at large   -Regular research based on the ongoing as well as emerging projects of the company to  design an effective roadmap and decide the way forward   -Understanding various business models for relevant sectors and the recent trends prevailing  in the market as a part of competitive analysis and defining TAM   -Any other research-related tasks as the case may require  Requirement  -Functional skills (Proficient in MS Office and Accounting software)  -Proficient in verbal and written communication (English)  -Strong analytical and quantitative skills   -Adaptable and eager to learn  -At least 1-2 years of relevant experience in the startup ecosystem Benefits: 2nd & 4th Saturdays off Excellent leave policy Retention Bonus