Investment Specialist

4 weeks ago

Bengaluru, Karnataka, India Eton Solutions LP Full time

About the Company:

Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton's AtlasFive is a comprehensive enterprise management platform specifically designed to allow today's modern Family Office meet the unique and varied challenges of Ultra High Net Worth families. For More details please visit :

Position summary (Key tasks and outcomes):

The primary objective is to assist with the execution of family office operations services by overseeing staff training, work planning, communication with all the stakeholders, drive improvement initiatives. Customer satisfaction and employee satisfaction are key success criteria.

Job Title - Investment Reporting

Job description: Key Responsibility Areas:


•The individual will be responsible for calculating and comparing the rate of return, using the various data sources. Also be involved in validating returns and holdings, maintaining the related database up to date.


•Responsible for responding to functions related to process oversight, support and development


•Responsible for the client specific P&L


•Responsible for team's performance appraisal, feedback, mentoring


•Responsible to identify additional revenue generating opportunities


•Responsible for quality check and exceptions review and buddying with Analysts


•Responsible for assigned client deliverables


•Responsible for client queries and on investment data and also ensure data integrity


•Follow specific procedure for each type of products (Equity/Fixed Income/Private Equity/Real Assets) from applications by carefully following product specific features


•Responsible for work planning, allocation of work, prioritization


•Responsible for meeting Service Level Agreement as agreed in the Statement of Works


•Prepare and publish Daily / Weekly / Monthly Status reports


•Lead Daily / Weekly Operational or Tactical Governance meeting with clients


•Serve as first point of escalation for client queries, issue resolution


•Ensuring achievement of production and quality targets


•Monitoring and assisting the quality of the work done by the team


•Responsible for process documentation and procedure maintenance


•Implementation of process improvements ideas


•Monitor team performance and report on metrics


•Identify training needs and provide coaching.

Knowledge components:


•Finance and Accounting terms and processes


•Understanding of financial software


•Familiarity with family office industry

Experience (Yrs and types):


•5- 10 yrs yrs experience in a similar role

Education Levels/Credentials:


•Bachelor's degree in commerce with IPCC or MBA in Finance or CMA/CA .


•CIPM or CFA are preferred.

Skills and Abilities and Other Characteristics:


•Enthusiastic team player who enjoys both tactical and hands-on work


•Strong interpersonal, communication, and coaching skills and have the ability to work effectively with employees of all levels


•Hands-on experience in reporting, metrics and presentation of data


•Conduct team meetings, training / coaching


•Display high standard of integrity and work ethics

Physical Work Environment:


•Office environment

Travel:

This position may require some travel. Some of the travel may be international.

If interested, please share your updated resume to

Cab Facility - we provide drop facility within 20km of company radius

  • Investment Compliance Specialist

    4 days ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title:Investment Compliance SpecialistWe are seeking a highly skilled Investment Compliance Specialist to join our team.Key Responsibilities:Implement controls and processes for regulatory adherence and client guidelines.Extract, analyze and code client and regulatory guidelines on various systems.Daily review of post-trade incidents, researching...

  • Healthcare Investment Specialist

    1 week ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Healthcare Investment Specialist\At 4point0 Health Ventures, we identify and invest in cutting-edge health-tech startups poised for significant breakthroughs. Our experienced team brings a wealth of knowledge in healthcare operations, pharmaceuticals, and entrepreneurship to young ventures.\We're seeking a talented Investment Analyst to join our team in...

  • Investment Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Workassist Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Work Level: Junior LeadershipCore: Organized, NetworkingLeadership: ResponsiveIndustry Type: Financial ServicesFunction: Investment AdvisorKey Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMSEducation: PG/ MasterNote: This is a requirement for one of...

  • Responsible Investment Specialist

    2 weeks ago

    Bengaluru, Karnataka, India HSBC Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job descriptionSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses...

  • Corporate Sales Specialist in Bangalore

    6 days ago

    Bengaluru, Karnataka, India XIPHIAS Investment Migration Inc. Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionXIPHIAS Investment Migration Inc. is a highly reputed and award-winning Investment Migration firm based in India, specializing in immigration services for permanent resident visas, student visas, work permits, and business/investment immigration. We serve clients interested in relocating to popular destinations including Canada, Australia,...

  • Innovative Investment Solutions Specialist

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 8,00,000

    Quantitative Product SpecialistWe are seeking a skilled Quantitative Product Specialist to join our investment team and support global strategies.This is a hybrid role that combines quantitative analysis, portfolio management, and client engagement.Key Responsibilities:Work with complex datasets to produce custom portfolio analysis, factor attribution, and...

  • Investment Prospecting Specialist

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 25,00,000

    About the OpportunityJob DescriptionWe are seeking a highly motivated and results-driven Investment Prospecting Specialist with 1-3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on building a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in...

  • Property investment specialist-Bangalore

    2 weeks ago

    Bengaluru, Karnataka, India NoBroker Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Description, India's first Proptech unicorn, is a revolutionary brokerage-free property search platform that directly connects property owners with tenants and buyers. Established in 2014 by alumni from IIT Bombay, IIT Kanpur, and IIM Ahmedabad, serves over 30 lakh customers monthly. We have raised $366 million in investment from prominent investors...

  • Senior Investment Analyst

    1 week ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,60,00,000 - ₹ 2,15,00,000

    Job Opportunity: Investment Research and Underwriting Specialist"> Binocs is an innovative platform that leverages artificial intelligence to streamline investment research and underwriting processes. Our team is committed to delivering high-quality outputs in a timely manner, allowing our clients to make informed investment decisions.">Role Overview

  • Investment Banking Specialist

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Investment Banking Specialist Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L - 2 (USA) We are seeking motivated professionals to join our Global Investment Banking team. This is an opportunity to work with a fast-growing organization and contribute to building a global business.Key Responsibilities:Conduct...