3 Investment Analysis jobs in India
Investment Performance Analysis, Officer
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br> Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards.
The regional and divisional strategy teams are pivotal in shaping Nomura’s longer term strategy for Wholesale. The work of the strategy team includes market entry strategy, business performance review, analysis of Nomura’s operating model, acquisition screening and market & competitor analysis. The team works directly with senior management across the businesses to determine the right strategy for reaching Nomura’s Wholesale aspirations in the rapidly changing market environment.
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Experience : 0 - 2 years
Qualification : B.Tech, Dual Degree, Integrated M.Bachelors in Economics or Finance or equivalent students from top tier institute
Work as a part of the Wholesale Strategy division on global, regional and divisional projects
Support strategy team seniors / business on a range of projects related to Investment Banking and Global Markets verticals within Wholesale division:
Business performance reviews and assessment/formulation of strategic options to grow and improve profitability
Projects on business optimization, restructuring and cost efficiency
Evaluation of in-organic growth opportunities / acquisition screening
Analysis of the competitive and macro / market environment based on public data, proprietary information and industry reports
Monitoring and analysis of quarterly financial results of competitors
Most of the projects require working closely with strategy team members, business heads, finance and other functional teams in different regions; High quality communication skills
Ability to multi-task efficiently and meet project deadlines
Deep interest in macroeconomics, global markets and investment banking
Strong analytical and excel skills
Strong with PowerPoint presentations and Excel
We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer’s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age. < r>
*The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.
*The benefits are subject to change and will be in accordance with Company’s policies as may be applicable from time to time).
Senior Manager - Investment Analysis
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Guardian Capital, recognized as the “Best Investment Advisory Firm across India” by CNBC TV18, is currently hiring for the role of Senior Manager, Capital Markets. br>
What You'll Get:
Fast-paced career growth with strong increments & promotions
Direct exposure to HNI & UHNI clients
A fun, fulfilling, and impact-driven work environment
What You'll Do:
Strengthen and manage relationships with HNI & UHNI clients
Conduct regular client reviews to align with financial goals & preferences
Track investment performance and engage in fund manager discussions
This role is integral to the firm’s excellence and will focus on four core pillars: < r>
The following are the three pillars that steer the senior manager's daily activities, playing a crucial role in our organizational success.
Ideal Candidate: Candidates with a Master’s degree in Business Administration (Finance, or related field) and CA, CFA, CFP, pursuing or NISM Investment Advisory-A & B tests, NISM VA, XXI A. < r>
Responsibilities:
Pillar 1: Research
Track the performance of invested funds.
Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
Pillar 2: Financial Planning
Develop financial plans and deliver presentations to clients as needed.
Collaborate with team leaders to gather data.
Maintain and update client data, and revise plans annually or as needed in response to significant changes.
Pillar 3: Client Service
Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
Conduct purchase cost analyses upon request.
Conduct regular meetings with clients and address their inquiries and resolve issues as needed.
Salary Range:
Freshers: 8 to 10 lac pa ( excluding bonus)
Relevant work experience: 10-12 lac pa ( excluding bonus)
Mode of work: Work from the office (5 days a week)
Location: Jubilee Hills, Hyderabad
Bond: Two years
Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals!
Investment Performance Analysis
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Job Description – Performance Analytics AVP
Who we are looking for:
State Street Performance & Attribution team is looking for an experienced Performance & Attribution Analyst to lead the client relationship activities for highly complex clients, with a specific focus on Asset Managers. Must have a good experience of leading diverse onboarding, implementation and transformation roles in addition to BAU responsibilities. The candidate need to have detailed understandings of Investment Performance Measurement and the ability to deep dive into Attribution Analysis (Equity, Multi Asset and Fixed Income).
Why This Role Is Important To Us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.
What You Will Be Responsible For
As an
AVP in the Performance delivery team
, you will play a pivotal role in leading operations teams as well as driving client experience. You will combine
deep subject matter expertise
with
operational leadership
to drive quality, efficiency, and scalability in our service delivery. Your key responsibilities and expectations will include:
- Own new Client as well as service onboarding including liaising with Product as well as Technology teams
- Good hold of the applications, with a techno functional mindset to solution for evolving client and operational requirements
- Train and lead with expertise on the performance domain, including attribution modelling for fixed income and multi asset class portfolios as well as GIPS compliance standards
- Engage with internal as well as external stakeholders to influence positive outcomes for the client
- Lead from the front through engagement with client as well as client service personnel to deliver on change management solutions
- Drive a proactive 'Risk Excellence' culture within the business, by conducting business risk control self assessments on time and ensuring adequate risk mitigation measures in place
- Responsible for day to day operation, service delivery and maintain KPIs
- Provide SME support to the team towards tangible outcomes
- Strong understanding of the investment decision making process of the client, and actively participate in providing apt solutions to client needs
- Must be able to independently "troubleshoot" functional and quantitative issues to ensure high quality report production.
- Collaborate with multiple departments across the firm to achieve firm wide goal of client objectives
- Strong communication (written & verbal), interpersonal, organizational, analytical/detail oriented and time management skills
Willingness to work through flexible shifts, especially for issue/escalation management, as may be needed.
Team Management & Oversight
Guide, train, and coach the team
- Contribute in effective backup planning and resource allocation to reduce dependency and help make the team self sufficient
- Provide regular feedback and support individual development goals and team performance.
- Result-oriented with an ownership and accountability mindset
- Commercial acumen - Understanding of cost/budgets and lead as well as drive this for the business
- Drive pay for performance and culture of performance differentiation
- Taking accountability of end-to-end outcomes as an enterprise, collaborating across functions/business and locations
- Executive presence, managing with influence and effective communication across stakeholder groups both regionally and globally
- Embed risk excellence culture across the teams
- Encourage and drive a culture of change and ideation
What We Value
These skills will help you succeed in this role
- Proven subject matter expertise
- Having worked in the investment management and performance reporting domain
- Ability to think critically, simplify complexity, and drive process transformation
- Strong client-centric mindset with the ability to enhance client interactions and service quality.
- Excellent written and verbal communication, interpersonal, and collaboration skills.
- Advanced analytical abilities and proficiency in Microsoft Excel.
- Strong organizational and time management skills; detail-oriented and deadline-driven.
- Managing large scale, multi-location projects
Education & Preferred Qualifications
- Minimum of 11 years of experience in Fund Administration or related investment performance roles.
- Good techno functional expertise
- Good understanding of Cloud Data Warehouse Platforms and SQL query language; Strong technical skills in the area of MS Excel, Data visualization tools
- Post graduate /professionally qualified in the area of finance
- CFA or CIPM preferred
- Strong knowledge of investment management industry, Performance measurement methodologies and platforms essential
- Strong knowledge of asset valuations, including complex structured products
About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Job ID: R-
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