Investment Products Jobs in Mumbai

352 Jobs Found

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GM-Research Analyst

Nomura

1-3 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

GM-Research Analyst Location: Mumbai Skill Category: Global Markets Work Type: Full-Time Company Overview Nomura is an Asia-headquartered financial services group with a global network spanning over 30 countries. The firm connects markets East & West and serves individuals, institutions, corporates, and governments through Retail, Asset Management, Wholesale (Global Markets and Investment Banking), and Merchant Banking divisions. Founded in 1925, Nomura is built on a tradition of disciplined entrepreneurship and delivers clients innovative solutions and considered thought leadership. Nomura Services India (Powai) supports global operations in trading, research, IT, financial control, operations, risk management, and legal support. Powai is critical to Nomura s global expansion and operational excellence. Division Overview The Global Markets Division handles client transactions for financial institutions, corporates, governments, and investment funds worldwide. It trades in fixed income, equity securities, currencies, interest rates, and credit products, including cash, derivatives, and structured products. Nomura Research provides high-quality intellectual capital, covering Company Analysis, Quantitative Research, Corporate Access, and Equity Strategy. The India Equity Research team (Powai, Mumbai) is part of the Global Research Division. It focuses on fundamental research of companies and equity strategy research across Asia. The team aims to be a top-3 provider of research for the firm s key institutional and hedge fund clients. Position Specifications Corporate Title: Analyst Functional Title: Analyst Experience: 1 3 years Qualification: Degree in Finance / CA / MBA or Engineering from a reputed institute. CFA is a plus. Role & Responsibilities Support senior analysts in India Equity Research team. Build and maintain earnings and valuation models based on company financial statements. Assist in initiating coverage on companies in new and emerging sectors. Track and report news/events on coverage names; maintain industry/company databases. Contribute to writing research reports or sections thereof. Build marketing presentations under senior analyst guidance. Interact with internal stakeholders such as Nomura sales & traders. Monitor regional and global news flow impacting covered equities. Gain knowledge of financial market workings, contributing to professional growth. Key Skills & Competencies Strong understanding of accounting, financial statement analysis, and security valuation. Excellent academic record and analytical skills. Strong communication skills (written and oral) with attention to detail. Understanding of equity markets and ability to formulate logical views. Ability to work under pressure, multitask, and meet deadlines. Advanced proficiency in MS Excel and PowerPoint; Bloomberg experience is advantageous. Research writing skills are a plus. Why Join Nomura This role provides exposure to India equity markets, hands-on experience in fundamental research, and the opportunity to work with a globally integrated research team. Qualification : Degree in Finance / CA / MBA or Engineering from a reputed institute

Gm Research Full-Time General manager research Gm research
QA

Content Writer

Quantum Asset Management

3-5 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Senior Content Writer Mutual Funds & Finance Location: Mumbai Experience: 3 5 Years Industry: Financial Services / Mutual Funds / Digital Marketing Job Type: Full Time Job Summary: We are seeking a Senior Content Writer with strong experience in the mutual fund or financial services industry to lead the creation of high-quality, SEO-friendly content across multiple digital platforms. The ideal candidate is a strategic thinker with exceptional writing, editing, and storytelling skills who can simplify complex financial concepts for a wide B2C audience. You will play a key role in driving organic traffic, increasing user engagement, and improving search engine rankings. Key Responsibilities: Content Strategy & Execution Create and implement a content roadmap aligned with SEO, engagement, and lead generation goals. Drive content creation across on-page, off-page, and social media touchpoints. Monitor key KPIs such as CTR%, average time on site, and keyword ranking performance. Content Development Write and publish SEO-optimized content including: Blogs & Listicles Product & Support Pages Infographics Newsletters Social media posts Develop engaging hooks and narratives tailored to various customer personas. Curate content for social media platforms like LinkedIn, Twitter, Instagram, Facebook, and Quora. Editorial & SEO Excellence Edit and proofread articles created by other writers for tone, clarity, grammar, and SEO compliance. Conduct content audits and gap analysis to identify opportunities for improvement. Use SEO tools and keyword research to optimize content for search engines. Work closely with SEO, Design, and Product teams to enhance user experience and engagement. Performance Monitoring & Optimization Analyze content performance using Google Analytics, heatmaps, and engagement metrics. Maintain and manage the editorial calendar to ensure timely and relevant content delivery. Recommend content experiments to improve ranking, readability, and conversion. Qualifications & Requirements: 3 5 years of experience in digital content writing, preferably in the mutual fund or finance industry. Deep understanding of SEO best practices, on-page & off-page optimization, and social media trends. Familiarity with Content Management Systems (CMS) and SEO tools like SEMrush, Ahrefs, or Google Search Console. Strong grasp of financial products, investment terminology, and compliance guidelines. Exceptional command over English; ability to simplify complex ideas for a lay audience. Strong research skills with attention to accuracy and detail. Ability to manage multiple projects with tight deadlines. Bonus if you have: Experience in managing or mentoring junior content writers. Prior work in fintech or BFSI startups. Basic understanding of SEM and content performance analytics.

Content Writer Content Writer Full-Time Content Writing
QA

Wealth Manager - Direct Sales

Quantum Asset Management

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

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

Wealth Manager Wealth manager Sales Manager sales
IF

Relationship Manager NRI

Idfc First Bank

5-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

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

Relationship Manager Relationship manager NRI Full-Time
GR

Compliance

Groww

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Compliance Location: Mumbai About Groww Mutual Fund Groww Mutual Fund, formerly Indiabulls Mutual Fund, offers a diverse range of mutual fund schemes tailored to meet the unique needs and financial goals of investors. Backed by Groww Invest-Tech Private Limited, we provide a mix of equity, debt, and hybrid funds. Our core values revolve around simplicity, transparency, and a relentless focus on long-term wealth creation. We seek out investment opportunities that combine robust growth potential with sound fundamentals, ensuring our investors financial goals are met with clarity and precision. Our Mission Our primary goal is to generate steady, long-term wealth for our investors. We are committed to identifying new opportunities and designing innovative schemes that help our investors capitalize on growth prospects, all while maintaining a strong focus on consistency and risk management. What We Stand For Simplicity & Transparency: We communicate with investors in a clear, jargon-free manner, ensuring 100% transparency in performance, strategy, and challenges. Consistent Wealth Creation: We prioritize sustainable wealth growth, carefully selecting assets that consistently deliver long-term returns. Customer-Centric Approach: Every decision we make is focused on the needs of our investors. From personalized products to ongoing support, we put our customers at the core of everything we do. Innovation: We re constantly evolving our offerings to meet diverse risk appetites, time horizons, and liquidity needs. Our team is driven by a spirit of passion, commitment, and innovation, and every member takes ownership in shaping the future of wealth management. If you're looking to join a dynamic environment that challenges the status quo, we d love for you to be part of our journey. Role Overview As a Compliance professional, you will be responsible for managing and overseeing compliance-related activities at Groww Mutual Fund. You will work closely with various departments to ensure adherence to SEBI, AMFI regulations, and internal policies, while ensuring that all reporting and surveillance systems are functioning seamlessly. Key Responsibilities Daily Compliance Operations: Manage day-to-day compliance activities, including ad-hoc reporting in line with SEBI and AMFI regulations. Policy Management: Review and prepare compliance-related policies and procedures for annual review. Audit Coordination: Coordinate with internal auditors to facilitate compliance audits. Regulatory Reporting: Ensure compliance with PMLA guidelines, including STR reporting. Surveillance System Review: Review alerts generated from surveillance systems and investigate as necessary. Tracker Maintenance: Maintain trackers for daily SEBI recovery orders and folio freezing orders, ensuring prompt and accurate action. PIT Compliance: Track and manage PIT (Prohibition of Insider Trading) approvals. Website Compliance Monitoring: Ensure compliance with regulatory requirements concerning website content. Marketing Material Compliance: Support the compliance review and clearance of marketing materials. Policy Tracker & Compliance Review: Maintain an up-to-date policy tracker and ensure all policies are in compliance. Committee and Board Support: Assist in preparing agendas and documentation for compliance-related committee and board meetings. Required Skills & Expertise Education: Bachelor's degree in Business Administration, Law, Finance, or a related field. Advanced degrees are a plus. Experience: Minimum 4 years of experience in compliance, regulatory affairs, or a related field. Knowledge: Strong understanding of SEBI, AMFI regulations, and PMLA guidelines. Analytical Skills: Strong attention to detail and excellent analytical thinking capabilities. Communication: Effective verbal and written communication skills, capable of conveying complex compliance concepts clearly. Technical Proficiency: Proficiency in Microsoft Office Suite and relevant compliance software tools. If you have a strong regulatory background, attention to detail, and a passion for maintaining high compliance standards, we invite you to apply and join a forward-thinking team that s making a real impact in India s wealth management industry. Qualification : Bachelor's degree in Business Administration, Law, Finance, or a related field

Compliance Full-Time Regulatory Compliance Risk Management Compliance officer
GR

Equity Research Associate (AMC)

Groww

1-3 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

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

Research Equity Research Associate Research associate Equity research associate
IN

Assistant Manager - Fp&a

Infinx

8-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Assistant Manager Financial Planning & Analysis (FP&A) Department: Accounts Location: Mumbai About Infinx: Infinx Healthcare is a leading technology-enabled provider of intelligent payment lifecycle solutions for hospitals, health systems, and physician groups across the USA. From our AI-driven Prior Authorization Software to comprehensive Revenue Cycle Management (RCM) solutions, we help healthcare organizations enhance revenue, streamline operations, and improve patient satisfaction. We are proud to be recognized as a Great Place to Work by the Great Place To Work Institute. Job Summary: We are looking for a dynamic and analytical Assistant Manager FP&A to join our Finance team. In this role, you will be responsible for supporting strategic financial planning, analyzing business performance, and enabling data-driven decision-making across departments. The ideal candidate will be highly proficient in financial modeling, stakeholder communication, and cross-functional collaboration. Key Responsibilities: Collaborate with operations and finance teams to understand key revenue and cost drivers. Develop a deep understanding of the company s products, services, and business models. Analyze key financial metrics and trends related to sales, expenditures, and profit margins. Identify opportunities to improve Gross Margin (GM) and track associated initiatives. Monitor actual performance vs. budget/forecast; investigate and explain variances. Prepare and deliver monthly and quarterly profitability reports by business unit. Conduct ad-hoc analysis and create business performance reports as needed. Support senior leadership with financial insights to inform strategic decisions. Build and present business cases for investments, new initiatives, or cost optimizations. Qualifications & Experience: CA with 4 5 years of relevant experience OR MBA/Graduate in Finance with 8 10 years of experience in a similar FP&A role. Key Skills: Strong analytical and financial modeling skills. Excellent communication and stakeholder management abilities. Proven experience working with cross-functional teams. High level of process orientation and data-driven decision-making. Proficiency in Excel, PowerPoint, and financial reporting tools. Qualification : MBA/Graduate in Finance

Assistant Manager Assistant manager Manager assistant Full-Time
QR

Senior Software Engineer - Market Access

Qube Research And Technologies

Fresher | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Senior Software Engineer Market Access Location: Mumbai Company: Qube Research & Technologies (QRT) Job Type: Full-Time About QRT QRT is a global quantitative and systematic investment manager operating across all liquid asset classes worldwide. Driven by a scientific approach to investing, QRT integrates data, research, technology, and trading expertise to solve complex challenges and deliver high-quality returns. Our culture fosters innovation, collaboration, and continuous improvement. Your Future Role within QRT As a Senior Software Engineer on the Market Access team, you will design and develop high-performance, low-latency C++ applications critical to powering our trading capabilities. You will collaborate closely with traders, FPGA engineers, DevOps, and other technical teams to build robust systems that meet stringent performance requirements. Additionally, you will take a leadership role by mentoring peers and contributing to software engineering best practices across the team. Key Responsibilities Develop and maintain high-performance, low-latency C++ applications for trading systems on Linux. Collaborate cross-functionally with traders, FPGA engineers, DevOps, system administrators, and network engineers to deliver seamless, optimized solutions. Write clean, efficient, and maintainable code; conduct code reviews and perform debugging and performance tuning. Lead system design discussions to ensure alignment with business needs and technical feasibility. Mentor junior engineers and guide the team on software development best practices. Drive continuous improvement initiatives within the software development lifecycle and deployment processes. Your Present Skillset Extensive experience in C++ development (C++11/14/17/20) with a focus on multithreaded, high-performance applications on Linux. Proven track record designing system-level architecture for trading or other latency-sensitive, performance-critical environments. Strong expertise in low-latency programming techniques, system profiling, debugging, and performance tuning. Prior experience as a technical lead or people manager, with examples of leading and mentoring engineering teams. Familiarity with advanced debugging tools and performance analysis methodologies. Understanding of financial products, markets, and trading systems is preferred but not mandatory. We are an equal opportunity employer committed to diversity and inclusion. A collaborative, respectful environment empowering employees to succeed collectively. Initiatives to support professional growth and a healthy work-life balance.

Senior Software Senior software Engineer Senior engineer
BL

Devops Engineering Analyst

Blackrock

1+ Year | Not Disclosed | Mumbai, Maharashtra, India | Full-time

DevOps Engineering Analyst Location: Mumbai, India Overview of Technology Roles At BlackRock, technology has always been at the heart of everything we do. Our technologists shape the future of the industry through innovative work. We foster a curious and collaborative environment, embracing experimentation to solve complex challenges. Here, you ll experience cross-team, cross-business, cross-region collaboration with a firm committed to your growth through curated learning, tech career paths, and access to global experts and leaders. Job Description About this Role: The Quotative Analytics Engineering (QAE) team is responsible for developing and maintaining financial models that underpin BlackRock s risk management analytics. The team also supports the infrastructure and software that deliver analytic content to portfolio and risk management professionals internally and externally. QAE s work spans various financial products from equities and fixed income to derivatives and covers risk analysis from individual instruments to entire portfolios and enterprises. Key Responsibilities Manage and automate the monthly release process for the Analytics Engine. Refactor and rewrite existing release scripts and develop new scripts to streamline automation. Convert critical Perl scripts to Python, collaborating with distributed teams across different time zones. Skills & Qualifications 1-2 years of professional experience writing robust, object-oriented Python code. Exposure to CMake and CI/CD pipelines is desirable. Knowledge of DevOps practices and tools, particularly Azure DevOps, is a plus. Familiarity with a programming language like C++ (preferred), as programming is central to daily operations. Excellent communication skills, with the ability to explain complex technical concepts to non-technical audiences clearly and simply. #EarlyCareers Our Benefits We offer a wide range of benefits designed to keep you energized and supported, including a strong retirement plan, tuition reimbursement, comprehensive healthcare, working parents support, and Flexible Time Off (FTO) so you can recharge and be present for what matters most. Our Hybrid Work Model BlackRock s hybrid model promotes collaboration and apprenticeship while supporting flexibility. Employees generally work at least 4 days a week onsite, with the option to work from home 1 day a week. Some teams may require additional office presence due to specific role needs. This approach boosts impactful in-person moments and accelerates learning and onboarding for new hires. About BlackRock At BlackRock, our mission is to help more people achieve financial well-being. Our clients save for retirement, education, homes, and businesses. Their investments also fuel economic growth, support small and large businesses, finance infrastructure projects, and drive innovation. This mission depends on our greatest investment our employees. We strive to create a welcoming, valued, and supportive environment through networks, benefits, and development opportunities that help our people thrive.

DevOps Engineering Devops engineering Analyst Devops analyst
IB

Brand Technical Specialist (bts)

International Business Machines Corporation

Fresher | Not Disclosed | Mumbai, Maharashtra, India | Full-time

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.

Brand Technical Specialist Brand specialist Technical specialist
JM

Knowledge Content Manager - Associate

J.p. Morgan

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Description As a Knowledge Content Manager Associate in our team, you will be at the forefront of managing and enhancing our content database, ensuring that our sales materials (including RFPs, pitch books, and brochures) are compelling, accurate, and globally-consistent. You will collaborate with sales, product, client service, and other subject matter experts to ensure content and stats are accurate, consistent, and approved. You will also create materials for sales training, such as case studies, information on product overviews and strategy, and prepare competitor analysis. Job Responsibilities: Maintain, update, and enhance content used for client-facing documentation (proposals, pitchbooks, and other similar documents) provided to prospective and existing clients in pursuit of winning or retaining business. Develop external and internal content in partnership with sales and product, including case studies, and product overviews & strategy documents. Coordinate with subject matter experts to update the database with new responses as products are enhanced. Partner with subject matter experts to conduct periodic end-to-end reviews of responses in the database to ensure changes in business, value proposition, regulatory environment, staff, locations, etc., are correctly captured. Utilize Tableau to build dynamic data visualization dashboards, transforming complex data into actionable insights that support strategic sales initiatives. Source and manage J.P. Morgan statistics in the creation of sales documents or in answering questions from clients or prospects globally. Manage the sales experience survey process as the conduit between sales and the third-party consultant. Perform vendor administration activities such as user access management and training, and act as a point of contact, liaising with vendor support to quickly resolve issues. Required Qualifications, Capabilities, and Skills: Minimum 4 years of work experience in the financial services industry, within content/database management, pre-sales, business development, or marketing. Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide. Confidence, assertiveness, and professionalism to partner closely with all levels of management. Proficiency with MS Word, Excel, and PowerPoint required. Strong project management skills with the ability to manage tight schedules. Preferred Qualifications, Capabilities, and Skills: Bachelor's degree (BA or BS) in finance, business preferred, but not required. An understanding of the securities services industry and products is a plus. Self-starter with sound judgment and ability to operate independently and apply initiative. Experience with building data visualization dashboards via Tableau. Familiarity with emerging technologies, such as LLMs to bring in efficiencies in content and stats management. 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 : Bachelor's degree (BA or BS) in finance, business preferred, but not required.

Sales Sales Enablement Content Sales content Manager
IF

Product Manager-mutual Fund

Idfc First Bank

2-5 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

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

Manager Product manager Mutual Fund manager Mutual fund
BL

Full Stack Front-end Developer (web And Java)

Blackrock

3+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

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...

Stack Full stack Front end Developer Stack developer
BL

Client Experience Associate

Blackrock

5+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job description About this role Team Overview The role sits in AladdinServicewithin Aladdin Client Business, which is a centralized group whoare responsible forsupporting Aladdin clients and BlackRock Internal user services that covers Aladdin data of fixed income, equity, and alternatives products. The chapter helps our clients and portfolio managers better understand their portfolio exposures, strategy, and risk &returns. Every day, the AladdinService team tackles the hardest, most sophisticated analytical problems in FinTech. Weutilizeour in-depth understanding of Aladdin, our clients businesses, and the investment management process to provide exceptional client service to our rapidly growing, global client base. We all come from varied educational backgrounds, bring unique skills and experiences to the table, but share a serious passion for solving tough problems for our clients, adding value to their business and keeping our clients happy. In addition, the team works with Business, Technology and Aladdin Data partners to extend and evolve the data platform.This team is a fast paced and exciting environment with team members who all share a curiosity about Finance and Technology. Role Responsibility Have a good understanding of Fixed Income, Equity, Derivatives and Alternatives products and how they are modeled and traded in Aladdin. Use technical skills to ensure the accuracy of large analytical data sets, automate processes with scripts and macros and efficiently query information from a vast database. Exhibit attention to detail when quality checking Green Package analytics and be accountable for thetimelydelivery of reports to our clientsin accordance withService Level Agreements. Engage in meetings with end-users of Aladdin from all levels within the company from Portfolio and Risk Managers to Operations teamsand alsowith our external Clients. Support client/user requests related to the Aladdin analytics. Be a Student of the Markets by following the global markets daily to understand how macro-economic factors can affectthe analyticsand portfolios management s risk and investment decisions. Project work: engaging with other internal teams to think creatively and deliver innovative solutions to our sophisticated client demands. Show desire to work in a constantly evolving,changingand challenging environment. Experience 5+ years in financial or technology industry Excellent problem-solving and critical-thinking skills and an ability toidentifyproblems, design and articulate solutions and implement change. Knowledge of financial products in Fixed Income, Equities and Derivatives, and familiarity with Risk analytics such as Durations, Spread, Beta andVaRwould be an advantage. Excellent communication and presentation skills in bothSpanishand English. Mustpossessstrong verbal and written communication skills and be able to develop good working relationships with partners. Technical skills (SQL, UNIX, Python and PERL) are preferred but not necessary. Must be detail orientated,possessinitiativeand work well under pressure. Degreein Finance, Engineering or Technology would be preferred. Given that the nature of this role is Finance and Technology (FinTech) centric, we would like candidates whodemonstratean interest in learning these aspects of the job. Our benefits To help you stay energized, engaged and inspired, 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) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

Client Experience Client Experience Associate Client Associate
BL

Accounting Product Tester

Blackrock

3-7 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job description About this role About this Role At the heart of BlackRock, the largest investment management firm in the world, is the Aladdin Product team. Being a member of Aladdin Product means working with the industry s thought leaders to build innovative and forward-looking products that shape the financial markets. We build next-generation technology that changes the way global investment firms manage their investments. Sitting at the intersection of business and technology, Product Managers work closely with Aladdin developers and other stakeholders to innovate, conceptualize, design and pilot new capabilities to simplify our clients biggest problems. As a Product Manager passionate about Aladdin Accounting, you will be responsible for leading, managing, and executing on our product vision. About Aladdin & Aladdin Accounting Aladdin is our operating platform to manage financial portfolios. It unites client data, operators, and technology needed to manage transactions in real time through every step of the investment process. Aladdin exists so that every financial professional can understand investment decisions and act with clarity. Aladdin combines sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools on a single platform to power informed decision-making. Aladdin Accounting extends the scope of Aladdin, providing our clients a single, front-to-back investment platform with comprehensive investment accounting. The platform builds a connective tissue for thousands of users investing worldwide. Key Responsibilities: Define best practices for investment accounting processing Communicate accounting concepts to internal and external (client) stakeholders Work closely with Aladdin Accounting and product build teams to efficiently build workflows Analyze and research accounting data, working with partner teams to mitigate client challenges Explain accounting calculations to internal and external stakeholders Configure and establish system elections, client ledgers, and accounting elections Lead with a data driven mindset that tracks and measures usage and metrics to advise product strategy and deployment strategy Be a market structure expert - stay attuned and be ahead of industry, market, and technology trends to build opportunities for BlackRock and better serve our clients Desired Qualifications: 3-7 years of work experience in the financial services industry, Chartered Accountant (CA) is a plus Full professional proficiency in written/spoken English Experience with a variety of accounting standards (e.g., IFRS, US GAAP, Local GAAPs) as they pertain to investment accounting Experience using OMS / Accounting systems and/or successful track record in technology implementations of investment software Experience with accounting processes including reconciliation, ledger/trial balances, income analysis, accounting elections or accountinginterfaces/reporting. Deep understanding of asset classes (Securities, Alternatives, Mortgage Loans, or Derivatives) Well-organized with the ability to prioritize with a hands-on approach, ability to schedule and manage tasks effectively, conflict resolution, problem solving, risk management Familiarity with product and software development lifecycles is a plus Our benefits To help you stay energized, engaged and inspired, 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) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

Accounting Product tester Full-Time Accounting Product Tester Quality Assurance
MS

Fullstack Developer

Msci

7+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Full Stack Java Developer Location: Mumbai Experience: 7+ years Company: MSCI About MSCI: At MSCI, we power better investment decisions by delivering critical decision-support tools and services to the global investment community. With over 50 years of expertise in research, data, and technology, MSCI helps clients understand risk, improve transparency, and build more effective portfolios. Our innovative, high-performance culture encourages experimentation, accountability, and continuous learning. We actively foster inclusion, belonging, and connection through diverse Employee Resource Groups and flexible working arrangements, empowering every employee to thrive. Your Role: We are looking for a highly skilled Full Stack Java Developer to join our Corporate Events and Dividends data management team in Mumbai. You will play a pivotal role in designing, building, and maintaining cutting-edge data solutions that support critical financial processes. This is an exciting opportunity to collaborate with global IT and business teams, applying your technical expertise to solve complex problems, optimize performance, and contribute directly to MSCI s innovative products. Key Responsibilities: Design and develop robust, scalable, and high-performance solutions for data management systems. Collaborate closely with global IT and business teams to understand requirements and translate them into technical solutions. Write and optimize complex SQL queries for high-volume data processing in Oracle or other relational databases. Lead and contribute to technical discussions with senior engineers, architects, and business stakeholders. Build responsive and intuitive web interfaces using TypeScript and frameworks like React, Angular, or Vue. Implement and manage concurrent, multi-threaded systems while addressing potential challenges in such environments. Ensure adherence to best practices in object-oriented design, memory management, performance tuning, and system architecture. Develop RESTful APIs to facilitate seamless data exchange across platforms. Drive code quality and performance optimization through effective reviews and hands-on problem-solving. Take full ownership of deliverables, working both independently and collaboratively in a diverse, global team. Skills & Experience Required: Minimum 7 years of hands-on experience in Java development, with a focus on object-oriented design and multi-threaded applications. Strong expertise in Spring framework, JMS, and core Java technologies. Solid experience working with relational databases (preferably Oracle) ability to write complex SQL queries and perform SQL performance tuning. In-depth understanding of Java internals, including data structures, memory management, garbage collection, and concurrent programming. Experience building responsive user interfaces using TypeScript and frameworks like React, Angular, or Vue. Experience working in a UNIX environment is highly desirable. Familiarity with cloud technologies (Azure/AWS) is a strong plus. Experience with REST API development. Strong analytical mindset with exceptional problem-solving skills. Ability to communicate effectively and work seamlessly in a collaborative, global team environment. Preferred Qualifications: Bachelor s degree in Computer Science, Information Technology, or related field (First class preferred). Alternatively, a Master s degree (MCA/M.Tech) is also acceptable. What We Offer: Transparent and competitive compensation. Comprehensive benefits tailored to your location. Flexible work arrangements and cutting-edge technology. Global Orientation Program and continuous learning opportunities through Learning@MSCI and LinkedIn Learning Pro. Clear, multi-directional career paths that foster professional growth. A culture of high performance, innovation, and inclusion supported by Employee Resource Groups such as Women in Tech, Pride & Allies, All Abilities, and more. Join us at MSCI and become part of a global team that drives innovation and creates industry-leading solutions. Qualification : Bachelors degree in Computer Science, Information Technology, or related field (First class preferred).

Fullstack Developer Fullstack developer Full-Time Full Stack Developer
MS

Data Collection Transformation Senior Associate

Msci

Fresher | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Data Collection Transformation Senior Associate Location: Mumbai Experience: Relevant experience in data acquisition, ESG data management, process automation, and data quality. Company: MSCI About MSCI: MSCI is a global leader in decision-support tools and services for the investment community. With over 50 years of expertise in research, data, and technology, we help clients understand key drivers of risk and return, enabling them to build more effective portfolios with enhanced transparency. At MSCI, we foster a culture of innovation, high performance, and inclusion, empowering our people to grow their careers through continuous learning and a wide range of internal mobility opportunities. Your Team: The ESG Data Collection team plays a critical role in acquiring, validating, and maintaining high-quality ESG data that powers MSCI s ESG products. As part of this team, you will work at the forefront of MSCI s ESG transformation agenda, driving projects that enhance data quality, scalability, and automation to meet the evolving ESG landscape and its growing importance in global financial markets. Your Key Responsibilities: Collaborate with internal ESG Research and Technology teams to design and operationalize data collection processes aligned with evolving ESG and Climate frameworks. Work on electronification of ESG policies and principles by converting them into structured, operational data definitions. Develop data collection templates and translate them into implementable data models. Conduct hands-on research and analysis of company disclosures to support scalable data collection solutions. Analyze collected and third-party datasets to detect patterns and trends, enabling development of automated anomaly detection frameworks. Design and implement contextual/thematic QA checks to strengthen data quality controls, leveraging historical data correction patterns. Collaborate with technology teams to build NLP-driven data extraction models (leveraging both traditional methods and LLMs) to automate identification and extraction of relevant ESG facts from disclosures. Help establish and optimize new data collection processes while ensuring seamless integration with existing workflows. Deliver high-quality data aligned with MSCI methodology, service-level agreements, and regulatory requirements. Contribute to creating methodology and SOP documentation, embedding data and content expertise into internal processes. Drive process automation by developing tools and systems for automated data quality diagnostics, reducing manual intervention. Build dashboards and reports to visualize data quality metrics, identify outliers, and provide data-driven recommendations to stakeholders. Partner with internal stakeholders, including downstream teams, Research, and Product teams, to understand data requirements and ensure seamless delivery. What We re Looking For: Strong analytical mindset with a keen attention to detail. Hands-on experience with Python/SQL for data analysis and process automation; exposure to Machine Learning/RPA is a plus. Experience working with visualization tools such as Power BI. Advanced Excel skills, with the ability to manipulate and analyze complex datasets. Self-starter with strong problem-solving abilities, capable of working in unstructured environments. Strong collaboration and communication skills, with comfort working across hierarchies, functions, and geographies. Previous experience in Financial Services, Technology, or Business Analysis, ideally with exposure to ESG data. Basic understanding of financial markets and asset classes; ESG knowledge would be a significant advantage. Preferred Qualifications: Bachelor s or Master s degree in Finance, Economics, Environmental Science, Data Science, Business, or a related field. Certifications in ESG, Sustainable Finance, or Data Analytics are a plus. What We Offer: Transparent compensation and comprehensive benefits tailored to your location. Flexible work options and access to cutting-edge technology. A culture of learning and development, with access to LinkedIn Learning Pro and Learning@MSCI. Clear career progression paths with opportunities for internal mobility and leadership development. A global network of talented colleagues, supported by inclusive Employee Resource Groups like Women in Tech, Climate Action Network, and more. Qualification : Bachelors or Masters degree in Finance, Economics, Environmental Science, Data Science, Business, or a related field.

Data Collection Data Collection Transformation Data Transformation
MS

Market Risk Lead

Msci

12+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

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.

Market Risk Market Risk Lead Full-Time
JM

Business Finance Manager

Jupiter Money

3-6 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

At Jupiter, we understand that money is a complex subject that triggers a rollercoaster of emotions. Our mission is to help people improve their relationship with money. We are a financial services platform that leverages technology to provide seamless, user-friendly products related to banking, loans, and investments. Whether it's a savings account, credit cards, investments, or payments, it s all on Jupiter. We simplify banking jargon, offer smart insights based on spending habits, and provide innovative features to help users make sense of their finances. Our Journey So Far Founded in 2019 by Jitendra Gupta, best known for creating Citrus Pay, Jupiter was born from a desire to create a customer-first experience for personal finance. In 2021, when we launched, we had a waitlist of over 100,000 eager users. In just 10 months, we crossed 1 million users. Today, Jupiter serves over 2.8 million happy users. Our Insights feature tracks spending and provides automatic categorization, even for external savings accounts. Our Edge CSB Bank RuPay credit card has received recognition for its transparent design and rewarding experience. Additionally, our No-Penalty SIP and Daily SIP at Rs 10 have made investing accessible to over 100,000 users. At Jupiter, we embrace cutting-edge technology, data analytics, and a diverse, creative team that shares our vision for a more accessible, transparent, and inclusive financial ecosystem. We re now looking for passionate individuals to join us on this journey. Who We re Looking For We are seeking a Business Finance Manager to oversee key financial operations, ensure compliance with regulatory and lender requirements, and drive business financial planning and analysis. The ideal candidate will have strong expertise in managing fundraising activities, MIS reporting, reconciliations, and supporting the organization's financial growth and stability. Roles and Responsibilities MIS & Book Closure: Prepare Management Information System (MIS) reports and ensure timely month/year-end book closure. Lender Compliance: Manage lender covenants, co-lending settlements, and communication with both current and past lenders. Regulatory Compliance: Ensure compliance with RBI regulations and other statutory requirements. Credit Ratings: Maintain and enhance credit ratings through effective agency management. Fund Raising: Lead fundraising activities, prepare financial models, and negotiate terms with investors. Business Finance & Analysis: Conduct budgeting, forecasting, variance analysis, and provide insights to support business decision-making. Reconciliation: Oversee accurate reconciliation of financial data and resolve discrepancies. What s Needed for This Role Qualifications: Bachelor s/Master s degree in Finance or Accounting (CA preferred). Experience: 3+ years of relevant experience in finance and compliance. Skills: Expertise in MIS, financial planning, and regulatory frameworks. Core Strengths: Strong communication, analytical, and leadership skills. Why You Should Work With Us Ownership Mentality: We value individuals who take ownership and see projects through to completion. Problem-Solving: We enjoy tackling meaningful problems and creating solutions that delight our customers. Healthy Conflict & Commitment: We value healthy debate and those who commit to decisions with confidence. Relentless Pursuit of Excellence: We constantly set higher standards and encourage continuous learning, growth, and improvement in a dynamic environment. Our Process At Jupiter, we raise the bar with each hire. Here s an overview of our hiring process: The Intro: Our recruitment team reviews applications to identify the best fit based on skills and past experience. Two-Way Street: An interview with the hiring manager to assess your fit for the role and discuss expectations. Assignments may be given. Culture Fit: We assess if your values align with our company culture, and vice versa. The Offer: If we find that you meet our expectations and align with our values, we will extend an offer. Qualification : Bachelors/Masters degree in Finance or Accounting (CA preferred).

Business Finance Business finance Manager Business manager
IF

Senior Specialist-credit Administration

Idfc First Bank

10-18 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Role: Senior Specialist - Credit Administration Function/Department: Wholesale Banking Operations Experience: 10-18 Years Education: Graduation: B.Com, B.Sc, BA, BBI, BMS Post-Graduation: MBA, M.Com, MA Job Purpose: The Senior Specialist - Credit Administration plays a critical role in post-sanction credit activities for large corporates. This role ensures compliance with credit, regulatory, legal, and product guidelines while facilitating disbursement. As a key control function, the role involves extensive due diligence, credit condition monitoring, and management of limits, covenants, collateral, and documentation to safeguard the bank s interests. Key Responsibilities: Credit Administration & Compliance: Oversee a wide range of credit products, including working capital, term loans, NCDs, investment limits, portfolio buyouts, and commercial papers for large corporate and FIG segments. Ensure credit appraisals align with internal policies and RBI regulations. Verify that all conditions precedent are met before disbursement approval. Documentation & Security Management: Ensure enforceable legal documentation as per legal guidelines, including security creation (mortgages, pledges, hypothecation, etc.). Track and manage covenants, deferrals, and compliance requirements in the system. Facilitate safe custody and retrieval of loan documents for internal and external stakeholders. Stakeholder Coordination & Process Improvement: Coordinate with business teams, legal, credit, and external partners (valuation, audit, title search) to ensure timely and high-quality deliverables. Process invoices related to credit administration activities. Support internal governance initiatives to identify process gaps and strengthen controls. Regulatory Reporting & Risk Management: Ensure accurate and timely reporting of credit-related data to internal and external stakeholders. Stay updated on RBI guidelines and regulatory reporting requirements (e.g., RBS submission). Preferred Skills & Attributes: Strong expertise in credit administration, risk management, and regulatory compliance. Hands-on experience with credit operations for large corporate banking. Knowledge of legal documentation, security creation, and credit monitoring. Ability to liaise with internal teams and external agencies to drive operational excellence. Proficiency in financial reporting and governance frameworks. Play a key role in ensuring credit risk mitigation and compliance in wholesale banking. Gain exposure to large corporate credit operations and regulatory reporting. Be part of a dynamic team driving process improvements in credit administration. If you have extensive experience in credit administration, a strong understanding of compliance frameworks, and a keen eye for risk management, we invite you to be part of our team! Qualification : Graduation: B.Com, B.Sc, BA, BBI, BMS Post-Graduation: MBA, M.Com, MA

Senior Specialist Senior specialist Credit Credit specialist

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