Investment Advisory Jobs in Mumbai

Wealth Manager Direct Sales Location: Mumbai Experience Required: 4+ Years Industry: BFSI (Banking, Financial Services, and Insurance) Employment Type: Full Time Job Summary: We are looking for a result-driven Wealth Manager Direct Sales to join our growing team in Mumbai. The ideal candidate will have a strong track record in sales within the financial services industry and will be responsible for client acquisition, relationship management, and achieving revenue targets through direct interactions and personalized wealth solutions. Key Responsibilities: Develop and maintain strong relationships with existing clients to grow wallet share and foster client loyalty. Acquire new clients through personal network, company-generated leads, and references. Meet or exceed monthly and quarterly sales targets for: New investments/inflows Cross-sell and up-sell of financial products Reference and lead generation Regularly connect with clients via calls, meetings, and follow-ups to drive engagement and conversions. Maintain consistent daily/weekly/monthly contact goals with leads and clients. Provide accurate and timely updates on client interactions, leads status, and follow-ups using prescribed reporting formats. Maintain a deep understanding of financial products (mutual funds, insurance, fixed income, etc.) to offer customized solutions. Key Skills & Competencies: Excellent verbal and written communication skills Strong sales acumen and a passion for client servicing and relationship building Self-motivated and result-oriented with the ability to work independently Comfortable handling a wide range of client profiles and understanding their financial goals Strong time management and follow-up discipline Willingness to continuously learn and stay updated on financial products and market trends Qualifications: Graduate (any discipline) a background in Finance will be a plus NISM Certification (mandatory) preferably in Mutual Funds or Investment Advisory Preferred Experience: Minimum 4 years of proven success in direct sales within the financial services or wealth management domain Exposure to a range of investment products and advisory services

Job Title: Manager Investor Relations Location: Mumbai Experience: 12+ Years Role Overview: We are seeking a seasoned Investor Relations professional to lead the development and execution of our investor engagement and fundraising strategies. The ideal candidate will play a critical role in shaping the company's public image, enhancing investor confidence, and supporting capital market activities. Key Responsibilities: Investor Strategy & Communication: Develop and execute a comprehensive investor relations strategy to effectively communicate the company s financial health, business outlook, and long-term vision to investors, analysts, and stakeholders. Relationship Management: Act as the primary liaison for investors and analysts. Manage inquiries, provide regular updates, and cultivate strong relationships to build investor trust and confidence. Investor Events: Lead the organization of investor-facing events such as earnings calls, roadshows, investor conferences, and one-on-one meetings, ensuring consistent and compelling communication of the company s narrative. Cross-functional Collaboration: Work closely with senior leadership, finance, legal, and communications teams to ensure alignment in messaging, financial disclosures, and regulatory compliance. Market & Competitor Analysis: Monitor capital market trends, peer performance, and investor sentiment to deliver actionable insights and inform strategic decision-making. Investor Communication Materials: Oversee the creation of investor-focused content such as press releases, presentations, annual reports, and regulatory filings. Ensure all communications are accurate, consistent, and compliant with industry regulations. Fundraising & Capital Markets: Drive fundraising initiatives including Qualified Institutional Placements (QIPs) and secondary offerings. Manage the full process from planning and documentation to execution and post-transaction communication. Stakeholder Coordination: Liaise with investment banks, legal advisors, and other external stakeholders to support capital raising and optimize capital structure decisions. Business & Industry Expertise: Maintain a deep understanding of the company s operations, financials, and the broader real estate market to effectively address investor queries and provide strategic insights. Continuous Improvement: Stay current with best practices, industry benchmarks, and regulatory developments to enhance the efficiency and effectiveness of the investor relations function. Qualifications: Bachelor s degree in Finance, Business, Economics, or a related field; MBA or CFA is highly desirable. 12 15 years of experience in investor relations, corporate finance, investment banking, or capital markets, preferably within the real estate sector. Proven success in fundraising through QIPs and secondary market offerings, with strong knowledge of capital markets and investor expectations. Deep financial acumen with the ability to analyze and interpret complex financial data and valuation models. Exceptional verbal and written communication skills; ability to simplify complex financial information for varied audiences. Strategic thinker with strong analytical skills and a proactive, solution-oriented mindset. Proven ability to manage multiple projects, meet deadlines, and thrive in a dynamic, high-pressure environment. Demonstrated leadership and team collaboration abilities. High standards of integrity, ethics, and professionalism with a strong commitment to transparency and compliance. Qualification : Bachelors degree in Finance, Business, Economics, or a related field; MBA or CFA is highly desirable

Job Title: Relationship Manager NRI Department: Retail Banking Location: Mumbai Experience: 5 to 10 Years (Relevant Branch Banking Experience) Education: Graduate (Any discipline); Postgraduate preferred Job Purpose: The Relationship Manager NRI is responsible for acquiring new-to-bank NRI customers and deepening existing relationships through tailored financial solutions. This role plays a key part in enhancing customer engagement, cross-selling banking products, and ensuring world-class service delivery. The role demands close coordination with internal teams like product and operations to create seamless customer experiences, aligned with the overall goals of the branch banking division. Key Responsibilities: Customer Acquisition & Relationship Building Acquire NTB (New-to-Bank) NRI customers through referrals, networking, and targeted sales efforts. Build long-term relationships by understanding customer needs and delivering personalized banking solutions. Expand existing customer relationships by penetrating group or family accounts. Sales & Product Advisory Cross-sell relevant banking and investment products based on customer profiling and financial needs. Promote new product offerings or enhancements to deepen wallet share. Ensure proactive engagement and advisory support to retain high-value NRI clients. Customer Service & Experience Provide timely resolution of customer queries and complaints, ensuring high satisfaction. Track service turnaround times and ensure all service requests are fulfilled as per SLA. Collaborate with the Senior Relationship Manager NRI to maintain a best-in-class service model. Internal Coordination Work with product, operations, and compliance teams to ensure smooth transaction processing and service delivery. Maintain accurate and updated relationship records for all assigned customer accounts. Sales Strategy & Initiatives Assist in designing and executing special sales campaigns, customer meets, and NRI engagement events. Provide market intelligence and competitor insights to enhance acquisition and retention strategies. Suggest process improvements to enhance service quality and operational efficiency across the branch. Skills & Competencies: Strong relationship management and interpersonal skills Knowledge of NRI banking products, regulatory norms, and global remittance platforms Ability to communicate effectively and persuasively Goal-oriented, self-motivated, and customer-centric High integrity and adherence to compliance guidelines Qualifications: Graduate in any discipline (mandatory) Postgraduate or MBA (preferred) Experience Required: 5 to 10 years of experience in branch banking, preferably in NRI customer management Summary: The Relationship Manager NRI plays a strategic role in acquiring, retaining, and growing NRI client relationships through superior customer service, product advisory, and process excellence. As a key driver of branch performance, the incumbent will work closely with cross-functional teams to achieve business targets while ensuring regulatory compliance and customer satisfaction. Qualification : Graduate (Any discipline); Postgraduate preferred

Job Title: Data Analyst Investment Team Location: Mumbai, India Company: BCI Finance (Part of Blenheim Chalcot Portfolio) Experience: 1 3 Years Department: Investment & Analytics Employment Type: Full-Time The Role: We are looking for a highly analytical and detail-oriented Data Analyst to join the Investment Team at BCI Finance, part of the Blenheim Chalcot portfolio. You ll play a key role in building models, conducting borrower-level data analysis, maintaining databases, and developing dashboards that directly influence investment decisions and credit strategies. This role offers exposure to real-world financial data, modern data platforms, and the chance to contribute to the next generation of GenAI-enabled FinTech businesses. Key Responsibilities: Run-Off Modelling Build and maintain run-off models to assess credit security against borrower portfolios. Contribute to quarterly IFRS9 provisioning through model updates. Conduct scenario and sensitivity analyses for new deal structures. Borrower Data Analysis Analyze loan-level performance to identify trends, risks, and concentration issues. Support investment memos with actionable credit risk insights. Maintain and update Power BI dashboards for borrower monitoring. Present emerging trends during monthly monitoring sessions. Data Management & Platform Development Upload and manage borrower data in a PostgreSQL database. Ensure data integrity and consistency across systems. Assist in developing Python-based analytics tools for internal users. Technical Stack: Required Skills Excel: Advanced skills for model building and financial analysis. Python: For analytics, data manipulation, and scripting. AI Tools: Familiarity with tools like ChatGPT and Cursor to enhance productivity. Nice-to-Have Skills SQL (PostgreSQL): For data extraction and management. Power BI: For creating dashboards and visual reporting. Note: Support in Python, SQL, and Power BI is available through the India team. About You: The ideal candidate thrives in fast-paced, data-driven environments and enjoys working cross-functionally. You're a problem-solver with a technical edge and a solid understanding of financial and investment principles. Qualifications & Experience: Bachelor's degree in a STEM field, Finance, or a quantitative discipline. Strong financial modeling and Excel experience. Working knowledge of Python and/or SQL. Basic understanding of credit risk and investment structures. Comfortable working with large, complex datasets. What We Offer: Competitive Compensation. Exposure to global FinTech investment processes. Learn directly from Blenheim Chalcot, the world s leading digital venture builder. Hands-on experience with GenAI tools and next-gen data platforms. Private medical insurance for you and your immediate family. Life insurance coverage. 24 days annual leave + 10 public holidays. A dynamic and fun culture (we own the Rajasthan Royals IPL team!). About BCI Finance: BCI Finance is a private credit-specialist investment manager under Blenheim Chalcot, focused on empowering high-growth FinTech companies through flexible, empathetic debt solutions. Known for its strong track record through the Credit Opportunities Fund, BCI blends rigorous credit analysis with innovative funding strategies. About Blenheim Chalcot: Blenheim Chalcot has been building digital businesses for over 26 years across FinTech, EdTech, GovTech, HealthTech, and more. With a team of 3,000+ and a presence in the UK and India, Blenheim Chalcot helps ventures scale by providing strategic expertise and operational support in technology, growth, talent, finance, and legal. Diversity & Inclusion: At Blenheim Chalcot, we re committed to creating an inclusive culture. We celebrate diversity and aim to empower all employees to achieve their full potential through equal opportunities and respect for all voices. Qualification : Bachelor's degree in a STEM field, Finance, or a quantitative discipline

Introduction A Technology Sales Engineer role (internally called a Brand Technical Specialist) within IBM Security means providing industry-leading solutions to help our clients navigate the challenges of cloud security, advanced threats, compliance and privacy, as well as mobile and remote security. This role ensures you re continuously growing personally and professionally staying ahead of industry trends and remaining the trusted advisor our clients depend on for success. IBM s excellent onboarding and industry-leading learning culture will equip you to create a lasting impact while advancing your career. In our collaborative and experiential sales environment, you'll work alongside bright minds and keen co-creators always willing to help and be helped as you apply passion to drive our clients' investment in IBM's products and services. Your Role and Responsibilities As a Brand Technical Specialist, you will: Security Strategy Crafting: Work with clients to craft security strategies for infrastructure, applications, and management tailored to their business needs. Enhanced Security Solutions: Detail and present IBM Security solutions that enhance existing technology stacks, helping clients to better manage their security. Effective Communication: Simplify and explain complex technical topics in an easily understandable manner to clients, ensuring clarity and alignment. Trust-Building for Cloud Deals: Build credibility and trust at all levels within client organizations to successfully close complex cloud technology deals, driving value for their business. Required Education Bachelor's Degree Required Technical and Professional Expertise Knowledge of Data Security technologies like Database Activity Monitoring (DAM) using IBM / Imperva / McAfee, deployed both on-premises and in the cloud. Experience guiding clients in adopting DAM solutions, including delivering Proof of Concepts (PoC), Proof of Technology (PoT), Request for Proposal (RFP) responses, and Enablement activities for partners and clients. Strong ability to deliver presentations and demos to clients and partners, explaining complex security solutions in an engaging and clear manner. Experience capturing and prioritizing complex requirements, resolving conflicts, and obtaining client buy-in on assumptions to fill gaps in critical requirements. Good to Have Experience Understanding of heterogeneous types of databases such as RDBMS (DB2, Oracle, MS SQL), RDS, DBaaS / PaaS, Big Data, Data Warehouse, SAP HANA, etc. Experience articulating technology options to clients, advising on strategic decision-making, and exploring innovative solutions to accelerate their digital transformation. At IBM, we foster a culture of growth, collaboration, and innovation. As a Brand Technical Specialist, you'll join a team of experts dedicated to helping clients tackle complex security challenges. You will be empowered with cutting-edge technology and supported by a network of mentors and coaches to ensure your continuous success and development. In this role, your contributions directly impact IBM s growth and help shape the future of security solutions for global businesses. Join us at IBM Security to drive meaningful change and secure the digital transformation journeys of the most innovative companies worldwide. This job description highlights the key responsibilities and qualifications required for the Technology Sales Engineer (Brand Technical Specialist) role, providing potential candidates a clear understanding of the position and its importance at IBM Security.

Job Description You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Business Management Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. Job Responsibilities Provide high responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis. Organize complex information strategically and compellingly, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards. Communicate effectively with key business partners to understand projects and drive next steps. Manage projects and deliver key work streams and tasks. Identify key business risks on the platform and drive the resolution of mitigating controls. Support audit, regulatory, and compliance deliverables; drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework. Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions. Collect and maintain internal resources and documentation on collaboration sites, like SharePoint. Participate in collaborative initiatives with team members and global managers, continually seeking ways to simplify, improve, and add value to existing business processes. Required Qualifications, Capabilities, and Skills: Bachelor s degree in Business, Finance, Economics, or other related area. Prior experience in Business Management or COO role. Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence. Demonstrated ability in dealing with different stakeholder groups and driving the agenda. Excellent communication, organization and project management skills. Ability to articulate and demonstrate thoughtful rationale in design decisions. Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables). Self-motivated, tenacious and able to work with high degree of independence. Excellent written and oral communication skills. Strong time management and prioritization skills. About Us JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Qualification : Bachelors degree in Business, Finance, Economics, or other related area.

Overview of Technology Roles At BlackRock, technology has always been at the core of what we do. Our technologists are continually shaping the future of the industry through innovative work. We are not only curious but also collaborative, eager to embrace experimentation to solve complex challenges. We foster an environment that promotes working across teams, businesses, regions, and specialties. BlackRock is committed to supporting your growth as a technologist through curated learning opportunities, tech-specific career paths, and access to experts and leaders globally. Job Description About This Role: BlackRock Company Overview: BlackRock is a global leader in investment management, risk management, and advisory services for both institutional and retail clients. Our wide range of products including separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled investment vehicles helps clients achieve their goals and overcome challenges. We also provide risk management, advisory, and enterprise investment system services to institutional investors through BlackRock Solutions . Headquartered in New York City, BlackRock manages approximately $11.5 trillion in assets (as of February 5, 2025) and has around 19,000 employees across 38 countries. Aladdin Data: When BlackRock was founded in 1988, the goal was to combine financial services with cutting-edge technology. Today, BlackRock is a leading FinTech platform for investment management globally. Data is central to our Aladdin platform, which sets us apart through our ability to consume, store, analyze, and extract insights from it. The Aladdin Data team maintains a pioneering data platform that provides high-quality data to a wide range of users including investors, operations staff, data scientists, and engineers. Our goal is to consistently deliver high-quality data while evolving our platform to support BlackRock's growth. We build high-performance data pipelines, enable data discovery and consumption, and continually enhance our data storage capabilities. Studio Self-Service Front-End Engineering: The Studio Self-Service Front-End Engineering team develops full-stack web applications for vendor data self-service, client data configuration, pipelines, and workflows. Our work supports over a thousand internal users and hundreds of clients. We manage a suite of tools, including client-facing data requests, modeling, configuration management, ETL tools, CRUD applications, customized workflows, and backend APIs. Our focus is to deliver exceptional client and user experiences through intuitive tools and an excellent user experience (UX). Job Responsibilities: Design, Build, and Maintain Applications: Develop both front-end and back-end platform components in collaboration with Product and Program Managers. Implement New Functionalities: Build new user interfaces and business functionalities to meet evolving business and customer needs, with clear documentation. Improve Application Performance: Analyze and optimize the performance of applications and workflows to improve efficiency and throughput. Diagnose and Resolve Issues: Research and resolve software defects, ensuring smooth application operations. Ensure Software Stability: Conduct documentation, code reviews, regression, unit, and user acceptance testing for smooth production operations. Lead Application Support: Lead all aspects of level 2 & 3 application support, ensuring smooth operations and addressing new business opportunities. Independent Work: Take initiative and work with minimal direction in a globally distributed team. Role Essentials: Passion for Engineering: Demonstrate a passion for engineering highly available, performant full-stack applications with a "Student of Markets and Technology" attitude. Educational Background: Bachelor s or Master s degree (or equivalent experience) in Computer Science, Engineering, or a related field with 8+ years of relevant experience. Team Experience: 3+ years of professional experience working in teams. VP-level candidates should have experience leading teams delivering critical applications. Technical Skills: Proficiency in Angular, React, JavaScript for user-facing application development. Experience with Java-based REST APIs (e.g., Spring Framework). Familiarity with Protractor, TestCafe, Jest for testing. Knowledge in relational databases and at least one NoSQL database (e.g., Apache Cassandra, MongoDB). Familiarity with software development methodologies (analysis, design, development, testing) and Agile/Scrum practices. Our Benefits: To help you stay energized, engaged, and inspired, we offer a comprehensive range of benefits, including: A strong retirement plan to ensure your financial future. Tuition reimbursement for continuous learning and development. Comprehensive healthcare to keep you and your family covered. Flexible Time Off (FTO) to relax, recharge, and spend time with loved ones. Our Hybrid Work Model: BlackRock s hybrid work model promotes collaboration and apprenticeship, enriching the experience of employees while offering flexibility. Employees are expected to work at least 4 days in the office per week, with the flexibility to work 1 day from home. Some business groups may require more office presence based on role requirements. This model fosters impactful moments when working together in person, which aligns with our commitment to performance and innovation. About BlackRock: At BlackRock, we are united by one mission: to help more people experience financial well-being. Our clients ranging from individuals saving for retirement to businesses and governments investing in infrastructure are benefiting from the investments they make through BlackRock. These investments strengthen the global economy by supporting businesses, financing cities, and facilitating innovation. We believe our success depends on the talent and diversity of our employees. That's why we are committed to creating an enviro...

About This Role Business Unit Overview: The Marketing and Sales Operations (MSO) team is a key part of the US Wealth Advisory business. We partner with various teams, including Product Marketing, EII, Retirement, and Global Marketing. Our support model is centered around a Digital First mentality, enabling a scaled digital experience through the following offerings: Marketing Material Development and Updates Content Delivery & Management Reporting & Oversight Sales Support & Miscellaneous Web Publishing Job Purpose/Background: We are looking for an organized, detail-oriented, and enthusiastic communicator to help create, improve, and maintain content on market trends, portfolio construction, and practice management. This role will focus on the creation, improvement, maintenance, and publication of content across various media formats, including PowerPoint presentations, print/PDF documents, website content, web articles, and tools. The individual will collaborate closely with data providers, marketing, compliance, design, and web publishing teams to manage a robust content suite and ensure its effective delivery to BlackRock Sales, advisors, and end clients. The candidate will be able to manage multiple simultaneous projects, ensuring timely completion, while keeping an eye on the design and quality of content. Key Responsibilities: Create, Update, and Maintain Content: Sourcing and updating data, collaborating with design, working with the legal team for review/approval, and uploading content to websites and other dissemination platforms. Content Management: Monitor and manage content across platforms to ensure it is up-to-date, orderable, and available on both internal and external websites, and approved by partner firms. Website and Web Page Updates: Partner with the broader team and web publishing to enhance and execute updates to team web pages, including direct publication of small changes. Automation Tools: Use automation tools to assist in updating content and distributing it across relevant channels. Timely Delivery: Ensure all tasks are completed on time with high accuracy, meeting deadlines and managing workload efficiently. Process Improvement: Evaluate systems, processes, and procedures to identify inefficiencies and make recommendations for improvement. Collaboration: Assist with ad-hoc projects and work independently when required, while also assisting team members as needed. Qualifications: Educational Background: MBA or Bachelor s degree in Marketing, Finance, Communications, or Journalism. Technical Skills: Experience with Adobe Creative Suite, Power BI, VBA, SQL, Data Analytics, and CMS tools (e.g., TeamSite) is a plus. Industry Knowledge: 3+ years of experience in the investment/asset management industry is a plus. Familiarity with the growing demand for alternative investments and their role in diversifying against traditional fixed-income securities is beneficial. Skills and Competencies: Team Player: Excellent attitude with attention to detail, strong verbal/written communication skills, and the ability to collaborate with internal and external partners at all levels. Tech-Savvy: Eager to harness new techniques and tools to improve workflows, especially in reporting and content delivery. Adaptability: Comfortable with change and fast-paced, rapidly evolving work environments. Time Management: Highly organized with strong focus on meeting deadlines and managing multiple priorities. Data Integrity: Values the importance of quality data and strives to maintain its accuracy in all systems. Critical Thinking: Strong problem-solving skills and the ability to think critically when facing challenges. Flexible Shift Timings: Open to flexible work hours, as required. Our Benefits To help you stay energized, engaged, and inspired, we offer a wide range of benefits, including: Strong Retirement Plan Tuition Reimbursement Comprehensive Healthcare Support for Working Parents Flexible Time Off (FTO) to relax, recharge, and be there for the people you care about. If you're a self-motivated individual with a passion for content creation and management, and you're looking for a collaborative environment where you can make a significant impact, this role at BlackRock may be the perfect opportunity for you. Qualification : MBA or Bachelors degree in Marketing, Finance, Communications, or Journalism.

Job Title: Account Executive Minimum Qualifications: Bachelor s degree or equivalent practical experience. Minimum of 5 years of experience in sales, advertising, or marketing. Preferred Qualifications: Strong understanding of traditional and digital marketing strategies, including expertise across all digital advertising product areas. In-depth knowledge of the local market with excellent analytical and problem-solving skills. Proven ability to think strategically about complex challenges and develop actionable recommendations. Demonstrated experience managing multiple projects simultaneously, engaging with a wide range of internal and external stakeholders. About the Role: At Google, businesses of all sizes partner with us to leverage our advertising solutions, and no single approach fits all. As an Account Executive, you will play a pivotal role in driving business growth for new and existing clients by leveraging your expertise in online media, communication, and market analysis. Your ability to build strong relationships, understand client needs, and align Google's diverse product offerings with their business objectives will be essential to success in this role. In this position, you will work closely with advertisers to develop and implement strategies that enhance their business growth while fostering long-term partnerships. You will navigate C-suite decision-making processes, uncover business opportunities, and help clients maximize their advertising impact by setting strategic goals and execution plans. The Google Customer Solutions (GCS) sales team serves as trusted advisors and strategic partners to small- and medium-sized businesses (SMBs) the backbone of our communities. As part of our team, you will have the opportunity to work directly with business owners, helping them scale and succeed while contributing to innovation in the digital advertising landscape. Key Responsibilities: Develop a deep understanding of clients' business needs, challenges, and goals to craft tailored advertising strategies that drive sustainable growth. Cultivate long-term relationships with key decision-makers, including C-level executives, positioning Google as a strategic partner. Manage a portfolio of customers in collaboration with account managers, ensuring consistent performance against targets while delivering an outstanding client experience. Serve as a trusted consultant, advising clients on optimizing and expanding their advertising investments through strategic insights and data-driven recommendations. Proactively identify growth opportunities, mitigate risks, and implement multi-quarter business plans that enhance customer success. Lead business planning, strategy reviews, and client education initiatives to foster long-term partnerships. Mentor and coach team members to enhance collective expertise, driving improved outcomes for customers. At Google, we believe in empowering businesses with cutting-edge solutions while fostering a collaborative and fun work environment. Join us to shape the future of digital advertising and make a meaningful impact on businesses worldwide. Qualification : Bachelors degree or equivalent practical experience.

Position: Compliance Officer India Investment Advisory Compliance Team About the Role: The Compliance Officer will work closely with regional and global compliance counterparts to enhance and ensure a globally consistent Compliance framework for BlackRock s businesses in India. This role primarily supports the Private Markets strategy in India, providing compliance and regulatory coverage to an Indian AIF manager, and maintaining FPI regulations. We are looking for someone with strong regulatory and advisory compliance experience, preferably in asset management, a buy-side financial services firm, or a sell-side banking institution. Key Responsibilities: Regulatory Oversight: Be the main point of contact for SEBI regulations, particularly FPI and AIF regulations. Previous experience dealing with SEBI is preferred. Private Markets Strategy: Support the Private Markets strategy in India, including FPI and AIF-related initiatives. Compliance Policy and Procedures: Review and implement compliance policies and procedures. Advisory: Provide advice and guidance to business teams on: Compliance with local, regional, and global laws, regulations, best practices, and BlackRock s policies and procedures. BlackRock s fiduciary obligations and its commercial and business objectives. Collaboration: Work with Financial Crime, Legal, Risk & Quantitative Analysis, and other corporate functions to provide advice to investment teams. Global/Regional Initiatives: Participate in global/regional compliance initiatives to ensure global best practices and consistency. Information Barriers and Conflicts of Interest: Assist in maintaining the integrity of BlackRock s information barriers and conflicts of interest policy. Regulatory Monitoring: Monitor local and regional regulatory developments and evaluate their impact on the business. Stakeholder Liaison: Liaise with regional and global compliance and business colleagues on global initiatives. Development Value: This role offers significant importance due to its focus on India and Private Markets Investments. The candidate will gain exposure to global and regional initiatives, acquiring product knowledge and insights into cross-border legal and regulatory requirements. Knowledge/Experience: University degree in Law, Finance, Accounting, Business, or Economics (preferred). Strong understanding of the financial industry and financial products. Proficiency in Word, Excel, and PowerPoint. Understanding of financial industry regulations. Skills/Qualifications: Minimum of 7 years relevant working experience in investment or regulatory compliance in asset management, a buy-side financial services firm, or sell-side banking institution. Previous experience dealing with SEBI and knowledge of alternative investment regulations in India is preferred. Understanding of private market asset management compliance programs (e.g., controls around Insider Trading regulations and managing Conflicts of Interests). Knowledge of financial crimes such as AML and Anti-Bribery and Corruption in India. Proficiency in both written and spoken English. Strong attention to detail and organizational skills. Ability to interact and negotiate with key internal and external stakeholders. Excellent written/oral communication and interpersonal skills. Competencies: Ability to work with teams across different levels and geographies in a matrix-driven organization. Our Benefits: We offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents, and Flexible Time Off (FTO) to ensure you stay energized and balanced in life. Our Hybrid Work Model: BlackRock s hybrid work model encourages collaboration and flexibility, ensuring our employees' growth while maintaining a culture of performance and innovation. Employees work at least 4 days in the office, with the flexibility to work from home 1 day a week. About BlackRock: At BlackRock, our mission is to help people experience financial well-being. We strive to support businesses, strengthen the global economy, and finance projects that power cities and drive innovation. Our employees are key to our success, and we re dedicated to creating an inclusive environment where colleagues are supported with networks, benefits, and development opportunities. Qualification : University degree in Law/Finance/Accounting/Business/Economics preferred.

About HSBC If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you're aiming to rise to the top or take your career in an exciting new direction, HSBC offers the opportunities, support, and rewards that will take you further. Wealth & Personal Banking serves more than 50 million customers globally with a comprehensive range of banking and wealth management services. Our goal is to help clients manage their finances, protect, and build their financial futures. As a global business, we integrate Retail Banking, Wealth Management, Insurance, and Asset Management, with a customer-centric focus and innovative, efficient distribution channels. The Role We are looking for a dedicated professional to join our team with extensive knowledge in holistic financial planning and a proven track record in client management and coaching. This role will see you actively contributing to the strategic direction of our Global Wealth Strategy, driving high standards of sales management, and mentoring the team to deliver exceptional financial planning solutions. Principal Responsibilities Holistic Financial Planning: Demonstrate in-depth knowledge of financial planning strategies and the application of generic financial vehicles to address client needs. Coaching Excellence: Provide advanced levels of coaching to enhance the performance of individuals and teams, displaying behavioral excellence and aligning with HSBC s values. Global Economic Outlook: Stay updated on global economic trends and how they affect financial planning, guiding clients and teams with relevant insights. Presentation & Communication Skills: Utilize superior presentation skills on multiple platforms to communicate strategies and financial plans effectively. Development Plans: Create, manage, and follow through on individual development plans, helping colleagues improve their skills and achieve goals. Client-Centric Approach: Use goal-related questioning techniques to engage clients, ensuring financial solutions are tailored to meet their personal goals. Change Management: Be a resilient change agent who can influence others to embrace change, optimizing the delivery of financial services. Activity-Based Sales Management: Demonstrate an understanding of activity-based sales management, driving successful business results through well-organized and focused efforts. Wealth Strategy Alignment: Understand the regional Global Wealth Strategy and ensure your activities align with both local and group-wide initiatives. Client and Colleague Engagement: Foster authentic relationships with clients and colleagues, delivering results with integrity and speed while protecting HSBC s interests. Decision Making: Make considered decisions that balance business objectives with protecting both HSBC and our clients. Requirements To be successful in this role, you should meet the following qualifications: Post Graduate degree with 5-10 years of relevant experience in the financial services industry. Proven track record in coaching, sales management, and client relationship management, preferably with experience as a Premier RM, Premier Sales Manager, or Wealth Coach at HSBC or a leading financial institution. In-depth expertise in portfolio planning, sales processes, and client management skills. Strong coaching and influencing abilities, with the capacity to drive results and influence team behaviors. Detailed knowledge of global anti-money laundering standards and relevant regulatory governance in the financial sector. Understanding of local and Group compliance regulations, and the ability to obtain HSBC-specific compliance knowledge if new to the company. Strong ability to multi-task and prioritize in a fast-paced, dynamic work environment. Global Presence: Work in one of the largest global financial institutions with a diverse, international team. Career Development: HSBC offers career growth and opportunities for professional advancement. Innovative Environment: Join a company that values forward-thinking and continuous innovation in wealth management. Join HSBC and achieve more in your career. Qualification : Post Graduate with 5 to 10 years of relevant experience

Job Profile The candidate will be working on multiple projects within the industry & infrastructure sector. The responsibilities of the role will include, but not be limited to Assessment / preparation of techno-economic feasibility of projects Preparation of detailed project reports Preparation of technical specifications Financial modelling/Analysis Business Analysis Technical due diligence Site selection/ visit Fixed asset valuation Market research Business re-structuring In doing so, thecandidate will have to interface with various stakeholders - both internal and external to ensure timely & satisfactory deliveries consistent with clients' expectations as well as Mott MacDonald standards, ensuring commercial success of the assignments. Desired Qualification and Experience This is a mid-senior role in advisory team. As a result, the ideal candidate will need to demonstrate the following skills and experience: Minimum of2-4 years experience within themanufacturing unit or industrial developmentprojects; (chemical and metal) Strong understanding of Industrial & Infrastructure sector covering manufacturing process and procurement process; Should have 1-2 years hand-on experience in Project Finance or Investment banking sector; Possess excellent English oral and written communication skills. An understanding offinance with experience in core engineering projects would be advantageous. Demonstrable business management and development skills will be added advantage; Familiar and proficient with project management process; Possess a recognized graduate degree inengineering & post-graduate educational degree in finance or CFA or CA; Familiar with construction role and sites in multiple sectors (industry & infrastructure); and, Positive attitude, team player. Flexible to work away from your home office and travel within and outside India Fluency in English, excellent communication and report writing skills Equality, diversity and inclusion We put equality, diversity and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they have the opportunity to contribute. Agile working At Mott MacDonald, we believe it makes business sense for you and your manager to choose how you can work most effectively to meet your client, team and personal commitments. We embrace agility, flexibility and trust. Qualification : Possess a recognized graduate degree in engineering & post-graduate educational degree in finance or CFA or CA;

Equity Research Analyst Location: Mumbai Experience Required: 2 - 3 Years Employment Type: Full Time Role & Responsibilities: Conduct detailed quantitative and qualitative analysis of investment proposals. Stay updated on industry trends and market developments related to assigned sectors. Develop and maintain financial models to support investment decisions. Prepare well-researched reports and presentations for internal and external stakeholders. Track corporate announcements, policy changes, and assess their impact on equities and portfolio performance. Monitor investee companies through media updates, financial results, and corporate disclosures. Participate actively in research team meetings and discussions. Be willing to travel for factory visits, management meetings, and industry conferences. Key Requirements: A natural curiosity and willingness to work both hard and smart. Strong conceptual understanding of technical terms, macroeconomic issues, and market dynamics. Aptitude for analyzing financial data, strategic challenges, and trends affecting companies and industries on both regional and global scales. Proficient in Excel and PowerPoint, with experience in financial modeling and valuation techniques. Solid foundation in accounting and investing concepts. Excellent written and verbal communication skills, with the ability to present and defend research findings confidently. Qualifications: Educational background in any field is acceptable. CFA certification is a plus. Demonstrated proficiency in financial modeling and analysis.

Position: Equity Research Associate (AMC) Location: Mumbai About Groww Mutual Fund Who We Are: Groww Mutual Fund, formerly known as Indiabulls Mutual Fund, is dedicated to providing mutual fund schemes that cater to a wide variety of investor needs. We operate with a strong focus on simplicity, transparency, and long-term wealth creation, always placing our investors at the center of everything we do. With the robust backing of Groww Invest-Tech Private Limited, our diverse portfolio includes equity funds, hybrid funds, and debt funds, all designed to capture investment opportunities that balance growth potential with solid fundamentals. Our Mission Our primary mission is to create steady, long-term wealth for our investors. Through diligent research and careful planning, we discover and develop innovative schemes that allow our investors to harness the best wealth-building opportunities available. What We Stand For Simplicity and Transparency: Clear, jargon-free communication to help our investors make informed decisions. Consistent Wealth Creation: A focus on selecting securities that consistently compound returns, helping investors realize their financial goals. Customer Centricity: Products and resources tailored to meet investors financial objectives, with a commitment to superior service and support. Innovation: Continuously evolving to redefine wealth management with innovative schemes that cater to diverse risk appetites, timelines, and liquidity needs. About the Role As an Equity Research Associate, you will play a pivotal role in providing high-quality, objective investment research to support the fund management team s decision-making process. You will analyze sector trends, financial data, and emerging opportunities to deliver timely and actionable investment recommendations. Your expertise in fundamental analysis and financial modeling, combined with the ability to track industry developments, will help the team identify key trends and investment opportunities, ultimately contributing to the generation of alpha. The role is ideal for candidates with a solid understanding of financial markets and those looking to scale their skills toward future fund management responsibilities. Key Responsibilities: Financial Analysis: Create and maintain earnings, valuation, and industry models for your assigned sectors. Research & Identification: Analyze data to uncover emerging investment opportunities and risks. Investment Ideas: Generate actionable buy/sell recommendations to drive alpha for the portfolio. Documentation & Reporting: Maintain detailed documentation on sector developments, industry news, and trends. Provide timely insights to the team. Primary Research: Devise and conduct primary research methods, keeping a pulse on sector sentiment, emerging trends, and key market shifts. Collaboration: Actively contribute to team discussions, providing timely insights and support in investment decision-making. Qualifications & Expertise: Educational Background: Master s degree in Finance, Economics, or CA. Experience: 1-3 years of relevant experience in equity research or financial analysis. Sector Expertise: Strong understanding of the assigned sector(s) with a deep knowledge of fundamental analysis, financial modeling, and valuation techniques. Certifications (Preferred): CFA, CA, FRM, or MBA is a plus. Analytical Skills: Strong proficiency in financial analysis, model-building, and interpretation of data. Execution & Teamwork: A self-starter with the ability to work independently while being an effective team player. Impact: Play a crucial role in shaping investment strategies and decisions at Groww. Growth: Opportunities to expand your skill set and grow toward future fund management roles. Innovation: Be part of an innovative, customer-first team redefining wealth management. Culture: Join a dynamic, fast-growing company where collaboration, transparency, and continuous learning are at the forefront. If you re passionate about equity research and eager to contribute to the success of India s fastest-growing mutual fund platform, we d love to hear from you. Qualification : Masters degree in Finance, Economics, or CA

Position: Manager Taxation Department: Finance & Accounts Division: Corporate Finance & Accounts Location: Mumbai Experience: 10+ years post-qualification Qualification: Chartered Accountant (C.A.) Job Purpose To lead and manage all aspects of direct and indirect taxation, including GST, Income Tax, TDS, and other regulatory compliance. The role involves representing the organization before tax authorities, managing assessments, returns, and ensuring tax efficiency across all registered entities and sister concerns. Key Responsibilities Indirect Taxation (GST & Service Tax): Manage timely registration, POB amendments, and monthly/annual GST returns across all registered states (currently 9 states and 5 sister concerns). Handle GST assessments, appeals, notices, and drafting of replies for all registered entities. Ensure accurate GSTR-1, GSTR-3B, ITC-04 filings, and coordinate annual returns (GSTR-9 & 9C) in collaboration with GST auditors. Advise on and manage e-way bill generation before movement of goods. Conduct test checks of invoices booked in Tally and ensure corrections are made where necessary. Analyze and implement ITC reversals (180-day rule), RCM, blocked credits, and make corresponding entries in books and GST returns. Direct Taxation: Supervise and assist subordinates appearing before Income Tax authorities for assessments, appeals, rectifications, and online responses. Oversee TDS compliance and assessments, including VAT and SEZ-related tax proceedings. Coordinate preparation and timely filing of income tax returns and other related statutory submissions. General & Strategic Tax Compliance: Ensure timely compliance with ROC, FLA, and all statutory tax filings (Income Tax, GST, etc.). Provide tax advisory to business development (BD) teams for bidding, including issuing necessary CA certifications for tenders. Review client invoices to validate tax codes (HSN/SAC), tax rates, and nature of work especially for new projects or exports/zero-rated transactions. Continuously respond to and resolve tax-related queries raised by various departments and government bodies. Coordinate with statutory auditors for quarterly audits, financial preparation, fixed asset registers, and provisional balance sheets. Drive process improvements to minimize recurring tax issues and strengthen compliance systems. Preferred Candidate Profile Qualified Chartered Accountant with 10+ years of post-qualification experience in taxation. Strong hands-on experience in GST, Direct Tax, and TDS matters. Proven track record of handling scrutiny, assessments, and appearing before tax authorities. Excellent written and verbal communication skills with strong presentation abilities. Experience in client handling and team management. In-depth knowledge of Indian tax laws and evolving compliance requirements. Proficiency in MS Office tools, Tally, and tax software platforms. Qualification : Chartered Accountan

Position: FP&A Manager Location: Mumbai, India (Andheri East and/or Turbhe) Division: Finance Employment Type: Full-Time, Onsite About Blenheim Chalcot Blenheim Chalcot is a leading global venture builder with over 25 years of experience creating and scaling SaaS businesses powered by Generative AI. With a portfolio of 60+ ventures across sectors such as financial services, education, health, and marketing, we leverage a global ecosystem including Scale Space in London, the Rajasthan Royals in Mumbai, and a go-to-market base in Austin. This ecosystem equips us with world-class talent, tools, and support to accelerate growth and build market-leading companies. Our Values Honesty and Integrity: Acting with transparency and trustworthiness. Resilience: Remaining optimistic and adaptable through challenges. Teamwork: Collaborating to elevate each other and deliver results. Innovation: Continuously seeking improvements and challenging norms. Deliver Results: Committing to high-quality work and keeping promises. Commercial Awareness: Driving value through smart financial decisions. Role Overview As FP&A Manager, you'll play a crucial role in driving the financial planning, analysis, and reporting functions to support strategic decision-making across the organization. This is a dynamic position requiring a proactive, data-driven mindset suited for a fast-paced, high-growth SaaS environment. You'll partner closely with business leaders to provide actionable insights, identify risks and opportunities, and enhance financial processes. Key Responsibilities Lead budgeting, forecasting, and long-range financial planning across multiple business units. Deliver insightful financial analysis, variance reporting, and performance tracking. Collaborate with business leaders to evaluate financial results and operational efficiency. Develop and maintain complex financial models to support scenario planning and investment decisions. Prepare monthly management reports, board presentations, and detailed variance commentary. Monitor KPIs and key business metrics, providing clear and actionable insights. Drive continuous improvements in FP&A tools, processes, and reporting systems. Communicate complex financial data effectively to both finance and non-finance stakeholders. About You 5+ years of experience in FP&A, corporate finance, or related roles. Professional finance qualification preferred (CIMA, ACCA, ACA, or equivalent). Expert Excel skills, including advanced formulas, pivot tables, and financial modeling. Experience with financial planning tools and SaaS/technology sector preferred. Ability to thrive in ambiguous, fast-moving environments and manage multiple stakeholders. Strong analytical skills with the ability to translate data into strategic insights. Excellent communication skills with professional written and spoken English. Self-motivated, adaptable, and able to work effectively under tight deadlines. Be part of a forward-thinking, AI-powered technology venture ecosystem. Work with senior leadership and cross-functional teams driving innovation. Competitive salary and opportunities for professional growth. Collaborative and supportive work environment focused on development. Recruitment Process We have a structured recruitment process to ensure we find the best fit for our team. This role is office-based at our Mumbai locations, fostering strong collaboration and community growth. If you are a strategic thinker passionate about finance and technology, and eager to contribute to high-impact decisions in a dynamic setting, we encourage you to apply!

Business Analyst Risk P&L Location: Mumbai Company: Qube Research & Technologies (QRT) Job Type: Full-Time About QRT Qube Research & Technologies (QRT) is a global quantitative and systematic investment manager, operating across all liquid asset classes. We are a technology- and data-driven firm that applies a scientific approach to investing. Our collaborative and innovation-focused culture enables us to address the most complex challenges and consistently deliver high-quality returns for our investors. Role Overview We are seeking a skilled Business Analyst Risk P&L to join our team in Mumbai. This role is critical for ensuring seamless coordination between Risk Managers, Trading Desks, Technology Teams, and Operations. You will be responsible for risk and P&L analysis, system enhancements, data reconciliation, and contributing to strategic initiatives. Key Responsibilities Collaborate with traders, risk managers, and stakeholders to gather, analyze, and define business requirements related to risk and P&L systems. Reconcile daily/weekly/monthly Risk and P&L figures between internal systems and external parties. Prepare detailed financial and reconciliation reports for senior management. Use tools such as SQL and Python for data extraction, transformation, analysis, and reporting. Coordinate with cross-functional teams, including IT, Operations, and external vendors, to ensure timely project delivery and system enhancements. Proactively identify process inefficiencies and recommend improvements. Act as a key point of contact for risk and P&L related queries across the organization. Required Qualifications and Experience Experience: 4 7 years in a similar Business Analyst or technical role within financial services, preferably with exposure to trading or investment environments. Technical Skills: Strong knowledge of databases (SQL) and data analysis tools. Proficiency in Python or other programming languages is highly preferred. Domain Knowledge: Solid understanding of financial markets and instruments (equities, derivatives, etc.). Familiarity with Risk Management concepts and P&L reporting. Analytical Skills: Exceptional problem-solving ability and attention to detail. Ability to interpret and reconcile complex financial data. Soft Skills: Excellent communication skills both written and verbal. Effective collaboration skills across departments and with senior stakeholders. Why Join QRT Diverse & Inclusive Culture: We are committed to equality and encourage diverse perspectives that drive better outcomes. Work-Life Balance: QRT supports employees with wellness programs and flexible work arrangements. Innovation-Focused: Be part of a high-performing team that values continuous learning, curiosity, and ingenuity. Global Impact: Contribute to sophisticated risk and trading systems that operate on a global scale.

Job Requirements Role/Job Title: Product Manager-Mutual Fund. Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & responsibilities: Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processes Relationship management with business partners, AMCs, Third Party product providers Ensure legal & compliance requirements with respect to investment products are met. Attend fund manager calls and provide input where ever necessary. Ideate on opportunities to enhance the product basket. Maintain top standards of internal and external communication. Automate Excel sheets and build models on financial planning. Collate and update Weekly/Monthly reports and presentations. Secondary Responsibilities: MIS & platform enhancements Satisfactory regulatory audits Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities: Self-starter Motivated and hard-working In-depth knowledge of investment products across asset classes Skills Required: Strong knowledge on mutual funds and portfolios (PMS/AIF is a bonus) Excellent verbal and written communication Education Qualification: Post-graduation: Any Experience: 2 5 years Industry Banking/ Wealth Management / AMC Functional Area Products

Real Assets Data Analyst Job Description About the Role As a Real Assets Data Analyst at MSCI, you will be part of our Real Assets Data team, supporting real estate performance analysts in delivering real estate indexes, performance benchmarks, and customized analysis to global asset managers and asset owners. Key Responsibilities Track and monitor commercial real estate transactions from news sources and third-party data providers. Manage a portfolio of clients and/or funds, ensuring data accuracy and alignment with methodologies. Respond to client inquiries, analyze fund data, and apply necessary corrections based on MSCI s methodologies. Deliver custom performance analyses and reports as requested by clients. Collaborate with internal teams and local market experts to maintain high data quality and client satisfaction. Contribute to assigned projects, ensuring timely delivery. Identify opportunities for process improvements and drive operational efficiencies. Apply analytical and problem-solving skills to enhance workflows and processes. Skills & Qualifications Strong foundation in accounting and finance. Proficiency in MS Excel; knowledge of VBA or Python is a plus. Experience 0-4 years of experience in financial services or a related field. Education Bachelor s degree in finance, accounting, economics, engineering, or a related field. About MSCI MSCI is a leading provider of decision-support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, MSCI empowers clients to make better investment decisions by providing insights into risk, return, and portfolio transparency. Qualification : Bachelors degree in finance, accounting, economics, engineering, or a related field.

Position: Analytics Client Service Manager Location: Mumbai Department: Client Coverage Global Client Service Team About the Role We are looking for a seasoned Analytics Client Service Manager to join our Client Coverage team in Mumbai. The Global Client Service team at MSCI consists of experienced financial professionals who provide first-level support to our global client base. This team is responsible for handling a broad range of queries related to methodology, product usage, interpretation, and technical aspects across our analytics and benchmark product suite. The team engages with clients primarily through email and phone and works closely with Sales, Consultants, and internal teams to ensure seamless client engagement and satisfaction. Key Responsibilities Team Leadership and Development Recruit, onboard, and coach team members, equipping them with the skills and product knowledge they need to succeed. Establish clear performance expectations and conduct regular performance evaluations. Foster a culture of collaboration, continuous learning, and positive team dynamics. Client Relationship Management Develop strong, trust-based relationships with clients to understand their evolving needs and business goals. Serve as the escalation point for complex client issues, ensuring swift and effective resolution. Maintain regular communication with clients, providing proactive updates, gathering feedback, and ensuring overall satisfaction. Service Delivery Oversight Manage the delivery of analytics support services, ensuring all client requests are addressed promptly and with the highest quality. Establish and refine standard operating procedures (SOPs) to maintain service consistency. Track and analyze service performance metrics to identify trends, gaps, and areas for improvement. Product Expertise and Knowledge Sharing Ensure the team maintains deep product knowledge, enabling them to confidently advise clients on the optimal use of MSCI s analytics tools. Organize regular training and knowledge-sharing sessions to keep the team up to date. Stay informed on product enhancements and industry trends to ensure the team provides relevant and value-driven support. Reporting and Insights Generate regular performance reports, tracking key service metrics and client satisfaction scores. Provide actionable feedback based on client interactions to internal teams, helping shape product and service improvements. Present insights and strategic recommendations to senior management to continuously enhance the client service function. Strategic Operations and Process Optimization Develop and execute strategic plans aimed at enhancing the client service offering. Identify and implement process improvements to increase efficiency and elevate client experience. Ensure alignment between team objectives, broader MSCI goals, and client needs. Skills and Experience That Drive Success 12+ years of professional experience, including proven experience in client service roles, ideally within analytics or related industries. Excellent English communication skills both written and verbal with the ability to convey complex information clearly and persuasively. Strong presentation and report-writing capabilities. Strong execution skills, with the ability to monitor and manage team performance using reports, dashboards, and other tracking tools. Analytical mindset with strong problem-solving abilities, particularly in numerical analysis using Microsoft Excel. Hands-on experience managing escalations and resolving complex client issues effectively. Demonstrated people management experience, with the ability to lead large teams and oversee service delivery operations. A Bachelor s degree in Finance, Engineering, Mathematics, Statistics, Economics, or a related field. Professional certifications like CFA or FRM are a plus. About MSCI At MSCI, our mission is to power better investment decisions. With over 50 years of expertise in research, data, and technology, we provide critical decision-support tools to the global investment community. Our innovative, research-enhanced solutions empower clients to understand risk, optimize performance, and build better portfolios. Competitive compensation packages and comprehensive benefits designed to support your financial security, health, and well-being. Flexible work options, advanced technology, and collaborative office environments. A culture that encourages innovation, accountability, and experimentation. A global community of talented colleagues who inspire, support, and collaborate to drive innovation and deliver client value. A structured Global Orientation Program, along with continuous access to learning platforms like Learning@MSCI and LinkedIn Learning Pro, plus tailored development opportunities. Multi-directional career paths, offering both vertical growth and lateral opportunities within MSCI. A commitment to diversity, equity, and inclusion, championed through our Employee Resource Groups including All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and the Women s Leadership Forum. At MSCI, you will join a team of curious, innovative, and entrepreneurial minds who are passionate about driving meaningful change in the investment industry. This is where you can push boundaries, challenge yourself, and exceed expectations for yourself, our clients, and our industry. Qualification : A Bachelors degree in Finance, Engineering, Mathematics, Statistics, Economics, or a related field. Professional certifications like CFA or FRM are a plus.