Strategic Investment Banking Director

2 weeks ago

Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 15,00,000 - ₹ 28,00,000
Investment Banking Leader

This role is responsible for overseeing the overall direction and strategy of the Global Wealth Management team. The ideal candidate will have a strong understanding of wealth management operations, as well as experience in leading global teams with expertise in brokerage and fiduciary functions.

Functional Expertise:
  • 15-17 years of experience with a strong understanding of wealth management operations.
  • Experience in leading global wealth management teams with strong expertise in running brokerage and fiduciary functions, including broker dealer, corporate actions, reconciliations, account opening/maintenance/closing, asset transfer, cash sweep, account conversion.
  • Good knowledge and working experience in equities & fixed income, money market, alternative investment, mutual fund, insurance products for global markets.
  • Deep domain experience in managing account opening/maintenance/closing processes within brokerage and fiduciary functions.
  • Sound understanding related to customer onboarding (customer account data and document maintenance) for fiduciary and brokerage.
  • Sound understanding related to collection, maintenance, reinvestment (i.e., sweeps), and disbursement of funds.
  • Sound understanding related to receipt and delivery of securities and funds, account transfers, bank, custody, depository, and firm account management and reconciliation, settlement, fail control, buy-ins, segregation, possession, and control.
  • Sound understanding related to trade confirmation and account statements.
  • Sound understanding related to margin.
  • Sound understanding related to stock loan/securities lending.
  • Sound understanding related to prime brokerage (services to other broker-dealers and financial institutions).
  • Sound understanding related to financial control, including general ledger and treasury.
  • Contributing to the process of preparing and filing financial regulatory reports.
  • Defining and approving business security requirements and policies for information technology, including but not limited to systems and data, in connection with the covered functions.
  • Defining and approving information entitlement policies in connection with the covered functions.
  • Posting entries to a member's books and records in connection with the covered functions to ensure integrity and compliance with federal securities laws and regulations and FINRA rules.

  • Director Investment Banking

    3 weeks ago

    Mumbai, Maharashtra, India Systematix Group Full time

    MD/ Director – IB- ECM (Head of Technology Sector Coverage)Location: - BKC. MumbaiAbout the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced...

  • Director Investment Banking

    3 weeks ago

    Mumbai, Maharashtra, India Systematix Group Full time

    MD/ Director – IB- ECM (Head of Technology Sector Coverage) Location: - BKC. Mumbai About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced...

  • Investment Banking Director

    2 weeks ago

    Mumbai, Maharashtra, India beBeeTechnology Full time ₹ 20,00,000 - ₹ 25,00,000

    Investment Banking Director - Technology SectorWe are seeking an experienced and dynamic professional to join our Investment Banking Team as a Managing Director / Director – Investment Banking & Head of Technology Sector Coverage.The ideal candidate will have a strong focus on ECM (Equity Capital Markets) and Technology sectors, with a proven track record...

  • Director - Investment Research

    2 weeks ago

    Mumbai, Maharashtra, India AGR Knowledge Services Pvt Ltd Full time

    About UsAGR Knowledge Services Pvt. Ltd is into Research and Consulting providing outsourced research solutions to some of the world's largest manufacturing, financial services, consulting, and technology companies. Our team has accomplished more than 3000 assignments for over 250 global clients with over 2/3rd of the revenue coming from repeat clients. AGR...

  • Director - Investment Banking

    2 weeks ago

    Navi Mumbai, Maharashtra, India Astha Banerjee Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Minimum 10 years of hands-on experience in Investment Banking, with a strong focus on ECM and the Technology sector.Deep understanding of IPO Managementlive IPO Experience Must PriorityDeep understanding ECM transactions Required Candidate profileMBA (Finance) or CAMinimum 10 years of hands-on experience in Investment Banking, with a strong focus on...

  • Investment Banking

    4 days ago

    Mumbai, Maharashtra, India NAFA Capital Group Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job descriptionWe are seeking a highly motivated and dynamic individual to join our team in Investment Banking. You will play a pivotal role in leading & executing transactions, conducting financial analysis, supporting BD initiatives and providing strategic advisory to our clients. This is an excellent opportunity for individuals looking to further develop...

  • Director - Investment Research

    2 weeks ago

    Mumbai, Maharashtra, India AGR Knowledge Services Pvt Ltd Full time

    About Us AGR Knowledge Services Pvt. Ltd is into Research and Consulting providing outsourced research solutions to some of the world's largest manufacturing, financial services, consulting, and technology companies. Our team has accomplished more than 3000 assignments for over 250 global clients with over 2/3rd of the revenue coming from repeat clients....

  • Manager - Capital Markets & Investment Banking Advisory

    2 weeks ago

    Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job DescriptionJob 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 56 years of expertise in equity fundraising and...

  • Manager - Capital Markets & Investment Banking Advisory

    2 weeks ago

    Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Ltd. Location: Belapur, Navi Mumbai Employment Type: On site, Full-time (Monday to Saturday) Experience: 5-6 Years About the Role: We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and...

  • Investment Banking Associate

    2 weeks ago

    Mumbai, Maharashtra, India Estalvis Advisors Pvt. Ltd. Full time

    Please Share your Profile on recruiter6@estalvisadvisors.com OR 8910486034 on an immediate basis.Job Title: Investment Banking Associate / AnalystLocation: MumbaiExperience: 1–3 years in Investment BankingQualification: Pursuing CFA (preferred)Joining: Immediate JoinersJob DescriptionWe are seeking a highly motivated Investment Banking Associate/Analyst to...