Investment Specialist

3 days ago


Karnataka, India Infopace Management Pvt Ltd Full time
Company Description

Infopace Management Pvt Ltd is India's First strategic Change management company specializing in People and Strategic Transformations, Leadership, and Innovation. The company offers a variety of management services through behavioral interventions, assessment tools, and growth road map solutions in sectors like Education, Healthcare, Energy, Retailing, Automobiles, IT, and ITES. The Company has several affiliations to Venture funds for strategic investment for growth acceleration, merger & Acquisitions, business expansions etc


Role Description

This is a full-time on-site role for an Investment Specialist at Infopace Management Pvt Ltd in Karnataka, India. The Investment Specialist will be responsible for analyzing investments, developing investment strategies, and managing investments on behalf of the company.


Qualifications

  • Analytical Skills and Finance expertise
  • Experience in Investments, Investment Strategies, and Investment Management
  • Strong attention to detail and critical thinking skills
  • Excellent communication and presentation skills
  • Ability to work well in a team environment
  • Bachelor’s degree in Finance, Economics, Business, or related field. MBA with prior investment process management, curating deals, pitch decks and financial data analytics with business model evaluation is added advantage.
  • Professional certifications like CFA or CFP are a plus
  • Should be able to look into investor relationship, investment matrix, structure the investment documentation, termsheet closures
  • Guide Clients in the investment readiness with tools that will focus on the KPIs and interface with the suitors for investment


  • Karnataka, India Infopace Management Pvt Ltd Full time

    Company Description Infopace Management Pvt Ltd is India's First strategic Change management company specializing in People and Strategic Transformations, Leadership, and Innovation. The company offers a variety of management services through behavioral interventions, assessment tools, and growth road map solutions in sectors like Education, Healthcare,...


  • Karnataka, India Infopace Management Pvt Ltd Full time

    Company Description Infopace Management Pvt Ltd is India's First strategic Change management company specializing in People and Strategic Transformations, Leadership, and Innovation. The company offers a variety of management services through behavioral interventions, assessment tools, and growth road map solutions in sectors like Education, Healthcare,...


  • karnataka, India Infopace Management Pvt Ltd Full time

    Company DescriptionInfopace Management Pvt Ltd is India's First strategic Change management company specializing in People and Strategic Transformations, Leadership, and Innovation. The company offers a variety of management services through behavioral interventions, assessment tools, and growth road map solutions in sectors like Education, Healthcare,...


  • karnataka, India Infopace Management Pvt Ltd Full time

    Company DescriptionInfopace Management Pvt Ltd is India's First strategic Change management company specializing in People and Strategic Transformations, Leadership, and Innovation. The company offers a variety of management services through behavioral interventions, assessment tools, and growth road map solutions in sectors like Education, Healthcare,...


  • Bengaluru, Karnataka, India State Street Corporation Full time

    Institutional Investment Services - Associate Job Responsibilities: Perform assigned daily operations and processes including, but not limited to: - Perform customized client activities and ad-hoc client requests as appropriate and in conjunction with BU Client Service. - Account Administration including account openings, billing set up, tax reclaims/tax...


  • Bengaluru, Karnataka, India HSBC Full time

    -Job description **Business**:AMG Bangalore Asset Management team **Open positions**:1 **Role Title**: AVP - Investment Restrictions Operations GSC’s **Global Career Band**: 5 **Location **_(Country / City )_**:India/Bangalore **Recruiter Name**: Amanpreet Kaur **Why join us?** - HSBC Global Asset Management (AMG) have created a strategic program...

  • Am Operations

    5 months ago


    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Guidelines team supports portfolio managers by updating Investment management mandates on Compliance platforms and monitoring alerts for Institutional client guidelines. Coding involves setting up client & compliance regulations in systems to enable effective monitoring of guidelines. Monitoring requires managing the alerts, breaches...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Portfolio Compliance: Coding & Monitoring, Trade Surveillance, Alert Management. AM Guidelines team supports portfolio managers by updating Investment management mandates on Compliance platforms and monitoring alerts for Institutional client guidelines. Coding involves setting up client & compliance regulations in systems to enable...


  • karnataka, India Telstra Full time

    Employment TypePermanentClosing Date29 Nov 2024 11:59pmJob TitleSenior Network Software Engineering SpecialistJob SummaryThe Senior Network Software Engineering Specialist (Technical Analyst) role will provide the software designs to support the development of new software capabilities. The Technical Business Analyst will provide and lead specialist...


  • Bengaluru, Karnataka, India State Street Full time

    Job Responsibilities: Perform assigned daily operations and processes including, but not limited to: - Perform customized client activities and ad-hoc client requests as appropriate and in conjunction with BU Client Service. - Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates,...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one...


  • Bengaluru, Karnataka, India JPMorgan Chase Full time

    J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments...


  • Varthur, Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. The International Private Bank (IPB) caters to clients from 80+ countries and operates in nine languages. The...


  • Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services,...

  • Teleperformance

    6 months ago


    Bengaluru, Karnataka, India VictaMan Services Private Limited Full time

    Job description , JOB ROLES. Virtual Relationship Manager - Profile is completely Outbound Sales process as a VRM you should able to sell all kind of Banking Products such as - LOANS. INSURANCE. CREDIT CARD. MUTUAL FUND The VRM is responsible for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank....


  • White Field, Bengaluru, Karnataka, India VictaMan Services Private Limited Full time

    The VRM is responsible for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank. Additionally, a Product Specialist such as Investment Specialist / Business Banking Specialist along with Client Service Manager form the entire service team for each Client. Pay: ₹19,500.00 - ₹22,500.00 per...


  • Bannerghatta Road, Bengaluru, Karnataka, India VictaMan Services Private Limited Full time

    The VRM is responsible for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank. Additionally, a Product Specialist such as Investment Specialist / Business Banking Specialist along with Client Service Manager form the entire service team for each Client. Pay: ₹15,000.00 - ₹18,000.00 per...


  • Bengaluru, Karnataka, India VictaMan Services Private Limited Full time

    **SALARY SLAB** **FRESHER** **1 YEAR** **2 + YEAR** CTC TAKE HOME CTC IN-HAND CTC IN-HAND 19,500 15,600 21,500 17,500 22,500 18,200 Shift ΓÇô Day shift (Shift Timings: 9:30 am to 6:30 pm) ┬╖ Skillset -1-year experience in Banking /FresherΓÇÖs if they are Bcom students & Interested in sales / ┬╖ Qualification: - Any...


  • Bengaluru, Karnataka, India Ara resources Full time

    **The Role**: As a training specialist to help employees cultivate their skills and knowledge. The trainer is not only expected to transfer knowledge and skill but also motivate and set examples to achieve high levels of excellence. The training specialist is required to enhance the competencies of individual employees by designing and conducting training...