
Investment Performance Analysis
3 weeks ago
State Street Corporation NYSE STT is one of the world s leading providers of financial services to institutional investors including investment servicing investment management and investment research and trading With 33 99 trillion in assets under custody and administration and 2 81 trillion in assets under management as of September 30 2018 State Street operates in more than 100 geographic markets worldwide including the US Canada Europe the Middle East and Asia For more information visit State Streets website at www statestreet com This figure is presented as of September 30 2018 and includes approximately 28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors LLC SSGA FD acts solely as the marketing agent SSGA FD and State Street Global Advisors are affiliated Key Responsibilities Experience Range Performance analysis and Attribution i e absolute and relative portfolio performance to factors including security selection asset allocation currency etc Reconcile and update portfolio benchmark performance and validate identify investigate and resolve security level discrepancies at the transaction position and pricing level in Global Performance Measurement and Risk applications Retrieve validate and upload data from various source vendor systems and upload to the departments applications Validate completeness and accuracy of data in departments performance risk and analytics tools The analyst must have strong communication skills and must be able to answer questions from other performance analysts operations associates portfolio managers and other users regarding the details of performance calculation process and auditing procedures Supportive Responsibilities Effectively communicate with Global Performance Measurement and Risk Operations and IT staff to resolve data issues and escalate problems to the appropriate groups Collaborate with team members to develop create and validate new performance analytical reports Responsible for maintaining creating a best practice process workflow environment in the team in the designated projects Must be able to independently troubleshoot functional and quantitative issues to ensure high quality report production Must also be able to determine when problems issues should be elevated to immediate manager Collaborate with multiple departments across the firm to achieve firm wide goal of performance return centralization Exceptional interpersonal communication and presentation skills both written and verbal required Must be prepared to work flexible hours potentially alongside US based colleagues for production and other issues that Require immediate escalation and or resolution Ability to remain calm during stressful periods like quarter end and work well under pressure Active participation in various forums of the organization and providing valuable inputs time to time Skills Knowledge Qualification Certifications Post Graduate preferably an MBA in Finance from a reputed institute FRM CFA Financial industry related certification is an added advantage Fresher Experienced candidate with 4 - 6 year post-graduation experience in any financial firm Experience in Performance Measurement will be an added advantage Primary Skills Must Have Good understanding of Equity Fixed Income and Derivative instruments Knowledge of Investment Management industry Knowledge of security analysis and portfolio management stock exchange markets financial markets dividends trading and settlements is required Excellent analytical and problem solving skills Basic MS office skills Exposure to POINT Yield book Factset is an added advantage
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Investment Analysis Specialist
2 weeks ago
Bengaluru, Karnataka, India beBeeInvesting Full time ₹ 6,00,000 - ₹ 10,00,000Early Stage Investing ProfessionalThis role offers hands-on experience in early-stage investing, startup evaluation, portfolio company management, and ecosystem engagement.Conduct market size analysis, evaluate products/services including technology moats, assess teams, business models, and financials. Prepare detailed investment notes on potential...
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Senior Investment Analysis Leader
2 weeks ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 2,59,20,000Job SummaryWe are seeking a seasoned Equity Research Manager to spearhead our investment analysis projects, craft detailed financial reports, and provide insightful recommendations to global clients. The role is sector-agnostic and involves working on both buy-side and sell-side initiatives.The successful candidate will be responsible for:Leading multiple...
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Venture Capital Investment Analyst
2 weeks ago
Bengaluru, Karnataka, India Samarthya Investment Advisors Full timeFull-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai / Bangalore / Chennai Commitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF ) About Us Samarthya ( is an early-stage venture capital firm focused on investing in high-potential startups in deeptech, defencetech, AI and...
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Venture Capital Investment Analyst
2 weeks ago
Bengaluru, Karnataka, India Samarthya Investment Advisors Full timeFull-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai / Bangalore / ChennaiCommitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF )About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech,...
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Bengaluru, Karnataka, India ViSure Investment Affairs Full timeJob Title: Manager - Capital Markets & Investment Banking AdvisoryCompany: Visure Investment Affairs Pvt. Ltd.Location: Belapur, Navi MumbaiEmployment Type: On site, Full-time (Monday to Saturday)Experience: 5-6 YearsAbout the Role:We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and investment...
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Bengaluru, Karnataka, India JP Morgan Chase Full time: Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis Group team to partner with the Business. As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the leadership...
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Investment Performance Analysis- Associate 2
2 weeks ago
Bengaluru, Karnataka, India State Street Full timeOverall purpose of the role Provide Operation Oversight Services within IMS Investment Analytics Management Information Statistic MIS and Service Level Agreement SLA maintenance Produce accurate and timely data Assists where necessary to produce ad-hoc data for other Departments Maintain strong internal external relations Help drive team forward...
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Investment Associate
3 weeks ago
Bengaluru, Karnataka, India Michael Page Full timeAbout Our ClientOur client is a Venture Capital fund which invests in early stage companies in the Technology/AI sector.Job Description- Support team in sourcing new investment opportunities - conducting industry research, building thesis- Deal sourcing for multiple mandates- Conduct detailed financial analysis and bench-marking of performance vs. budget and...
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Investment Analyst
2 weeks ago
Bengaluru, Karnataka, India Neo Wealth and Asset Management Full timePosition – Investment Analyst / Associate Summary: The incumbent will be a part of the investment team of Neo Private Credit and will play a key role in analyzing various investment opportunities and taking them to meaningful closure. Role will involve doing through diligence of investment opportunity, presenting it to the investment committee, negotiating...
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Chief Investment Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Senior Financial AnalystWe are seeking an experienced and results-driven Senior Financial Analyst to join our organization. This role plays a pivotal part in analyzing financial data, evaluating investment opportunities, and supporting strategic decision-making.Key Responsibilities:Conduct comprehensive financial analysis across asset classes (equities,...