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Investment Bankers Forum is a nonprofit Venture focused to bring all inclined investment bankers together to inspire, support and help each other for mutual career growth. LinkedIn Page - https://www.linkedin.com/company/investment-bankers-forum/

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Investment Bankers Forum

Is it okay to share openings of Retail Banking here?

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Investment Bankers Forum

Looking for Mutual fund regulatory reporting specialist, 6 plus years of experience, please refer below mandatory requirements:

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Investment Bankers Forum

Anyone from city. Please dm need referral.

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Investment Bankers Forum

Looking for job.. Any role in finance. Cleared Cfa level 1 Nov 2024 attempt. Graduate in 2019. Gap years.

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Investment Bankers Forum

Hi everyone,
I am actively seeking opportunities in fund accounting and have over two years of experience in the field. If you know of any openings or can provide a referral, I would greatly appreciate it.
Preferred location: Pune.
Thank you!

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Investment Bankers Forum

Hello
My name is soni rai
I stay in mumbai
Currently I am looking for a job change
My total experience is 10
3 years of accountant and 7 years of corporate action
Skills - validation, vol non vol events processing, auditing, reconciliation of share and cash, escalation issue and client query handling
Any opportunity please Dm me

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Investment Bankers Forum

Is there anyone from JP morgan. I need a referral for OTC derivatives middle office profile l.

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Investment Bankers Forum

anyone in Grant thronton LLP? preferably in finance role?

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Investment Bankers Forum

Ping you please check

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Investment Bankers Forum

Hi everyone I am actively looking for a job change I am having more than 2 years of work experience previously I worked in state street as a financial reporting analyst role here I worked in private equity fund , mutual funds and nav calculations and I am certified investment banker in imarticus learning and fund accountant in Uniqfin business school. I am having good knowledge in investment banking and fund accounting any job vacancy related to my profile in Bangalore location please refer me i am immediate joiner.

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Investment Bankers Forum

Looking for 3-8 years of experience

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Investment Bankers Forum

Yeah, fine to accept. KYC and AML is a vast subject it’s a specialist job role. Experience doesn’t matter knowledge is more important obtaining this knowledge need more experience by doing and reviewing multiple case studies. Go ahead for it. All the best for your new role!!

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Investment Bankers Forum

Join Our Team! Walk-In Drive for Graduates!

Freshers Drive - Healthcare Sector!

Are you a recent graduate eager to explore opportunities in the Healthcare industry?

Our Walk-In
Drive is perfect for non-technical graduates such as B.Sc, BA, B.Com, and BBA.

Position: Healthcare Process (US Shifts)

Requirements:
Healthcare domain knowledge
Strong communication skills
Proficiency in MS Excel
Excellent typing skills

*Drive Schedule:**
Date: 02nd April to 4th April 2025, Wednesday tc
Friday
Time: 10AM - 12PM
Location: Eviden (An Atos Business), MIDC
Software Park, Talawade, Pune

What to Bring:
2 copies of your resume
- 1 Photo ID proof
This opportunity is tailored for those who graduated
between 2022 and 2024 or possess all marksheets/
certificates for 2025. Don't miss this chance to
kickstart your career with

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Investment Bankers Forum

I’ve compiled an Excel sheet with the contacts of 200+ PMS & Wealth Management fund managers—a resource that took hours to prepare. You can directly email them to explore opportunities in Equity Research, Portfolio Management, and Wealth Management.

If interested, feel free to reach out.

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Investment Bankers Forum

https://www.linkedin.com/posts/prakrithi-d-n-a0716b1bb_ustax-partnershiptax-activity-7310191862345003008-iH7W?utm_source=share&utm_medium=member_android&rcm=ACoAAARHe84B_at6lDf5vEoPQuFziAu47ZeKSnY

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Investment Bankers Forum

Please DM relevant profile only, location could be Bangalore, Pune and Gurgaon

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Investment Bankers Forum

https://r.ripplehire.com/s/csLwD

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Investment Bankers Forum

WALKIN DRIVE ALERT
Join us for a Walk-in drive focusing on fund accouting
process on 03rd and 04th April from 10:00 AM td
11:00 AM
*Fresher and experienced candidates with fund
accounting experience.*
Education: Bcom, Mcom, BBA, MBA (freshers
passed out after 2022 only)
Experience: 0-3 years
Location: Pune
Shift: Night shifts (Transportation provided)
Notice Period: Immediate Joiners only
Skill Sets: Hedge fund accounting, hedge funds,
mutual funds, private equity, NAV calculations
Drive Details-
◦Date: 03 and 04 April 2025
O Time: 10 AM to 11 AM
Address: Eviden (An Atos Business), MIDC
Software Park, Talawade, Pune.

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Investment Bankers Forum

I’ve compiled an Excel sheet with the contacts of 200+ PMS & Wealth Management fund managers—a resource that took hours to prepare. You can directly email them to explore opportunities in Equity Research, Portfolio Management, and Wealth Management.

If interested, feel free to reach out.

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Investment Bankers Forum

Hi all
I am looking for job opportunities in Financial Analysis/Research.
I am a B.com graduate and CFA Level 3 candidate.
I have 5.6 months in Us Retirement - Compliance
Preferred location : Hyderabad and Bangalore

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Investment Bankers Forum

Any work from Home available for CA with 6+ years experience?

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Investment Bankers Forum

Any HR for Goldman sachs

Please ping me personally

Looking for openings

Profile summary
- Fixed income trader
- chartered accountant
- Ex Goldman sachs

Location - Bengaluru

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Investment Bankers Forum

*Freshers Analyst - Financial Markets - 75180*
Mumbai
Job description:
Analyst - Financial Analyst
Pune/Mumbai/Chandigarh| Full-time (FT) | Financial Markets
Shift Timings – APAC/EMEA/NAM |Management Level – Analyst| Travel Requirements - NA

Roles & Responsibilities

The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email.


Key responsibilities include:

Identifying and escalating risks, promptly reporting outstanding issues to clients.
Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium).
Handling operations of Syndicated Loans and Corporate action setup and operations.
Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations).
Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds).

Technical and Functional Skills

Bachelor’s Degree (B.Com, BBA, BBM, BCA) / Master’s Degree (M.Com, MBA, PGDM).
0 to 2 years of experience in investment banking operations involving projects, people, process, and client management.
Basic knowledge of finance, trade lifecycle, investment banking, and derivatives.
Strong logical and quantitative abilities to derive insights from data.
Excellent time management skills and ability to resolve issues promptly.
Proficiency in planning, organizing, and time management.


Here is my referral link. Please apply or share with good folks you know. https://r.ripplehire.com/s/csJA7

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Investment Bankers Forum

Can you please ping me

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Investment Bankers Forum

Cheanni is the location

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Investment Bankers Forum

Any one who has settlements and corporate actions please ping me

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Investment Bankers Forum

I got the offer from MNC for Analyst role. Is it fair to join since I have 4+ years of experience into end to end KYC. Shall I go for senior roles?

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Investment Bankers Forum

Hi All, Does anyone from Natwest chennai.

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Investment Bankers Forum

Please go through the PDF

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Investment Bankers Forum

Hi I’m looking for a 8+ years Data Visualisation expert with PowerBI knowledge and excel for Bangalore location. Please share
your cv’s with Ramakrishna.buddha@intertrustgroup.com

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