4+ Investment management Jobs in Mumbai | Investment management Job openings in Mumbai

Strong investor management profile

Mandatory (Experience): Must have 4+ years of fundraising experience startups, AIFs, or investment products), investor management and network building

Mandatory (Tech Skills 1): Must be proficient in pitching investment opportunities and onboarding investors

Mandatory (Tech Skills 2 ): Must have experience conducting investor meetings & presentations

Mandatory (Tech Skills 3): Must have experience achieving revenue targets

Mandatory (Tech Skills 4): Must have experience representing the company at networking events

Mandatory (Tech Skills 5): Must understand startup valuation basics, portfolio reporting, investment products.

Mandatory (Tech Skills 6): Must prepare investment proposals, performance reports, and KPIs.

Mandatory (Education): No strict requirement, but finance background preferred.

Mandatory (Note): Must have high ownership and target-driven mindset.

Preferred

Preferred (Company): Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.

Preferred (Industry): Events industry

JD : 

Scope of Responsibilities

• Communicate with data providers to source appropriate data content and formats within required timelines.
• Evaluate completeness and accuracy of input data, working closely with internal teams and hedge fund managers.
• Reconcile input data with other data points, clear exceptions/rejects, and perform mapping/modeling of positions.
• Collaborate closely with team members across locations, particularly Mumbai.
• Report progress, metrics, and queue status to management.
• Maintain relationships with fund administrators and hedge funds.
• Support expansion of hedge fund coverage within the transparency business.
• Handle ad-hoc analytical or operational requests as required.

Required Skills and Knowledge

• Strong attention to detail, organization, and adherence to deadlines.
• Effective problem-solving and collaboration skills.
• Financial background with understanding of derivatives, global markets, investment instruments, and risk management.
• High proficiency in Microsoft Excel.
• Experience working with large datasets or market data systems is preferred.
• Derivatives knowledge is a must.

Desired Experience and Qualifications

• 2–3 years of relevant experience; internships in financial investment or data-management roles are a plus.
• Bachelor’s degree in Economics, Business, or Finance.
• Strong English communication skills (verbal and written).
• General knowledge of stocks, bonds, futures, forwards, and options.
• CFA candidacy preferred.
•  

SKILLS:

1.  Derivatives
2. global markets, investment instruments, and risk management.
3. Data analysis using excel
4. Portfolio Risk analysis & reporting
5. Market data system 
6. Hedge Fund
7. Reconciliation

• Define and lead strategic performance projects, manage stakeholders to drive outcomes.
• Analyzing and presenting key MIS reports for Management review
• Lead business planning for including formulation of annual, monthly and daily plans on key
• performance metrics.
• Driving the strategic initiatives of the company as per the CEO's agenda
• Studying & improvising the operation processes of the company.
• Drive business performance insights working closely with the sales, marketing, growth &analytics teams
• Create strategic value-added analyses around growth opportunities, retention levers and core
• business metrics in order to drive better decision making and results
• Conduct ongoing analysis of key business drivers, trends and performance.

1. Filter criteria –
1. 7-8 years & above experience in Corporate Banking or allied areas (Mid-market, Commercial, Trade)
2. Corporate relationship and Sales ownership experience
3. Understanding of Corporate/ Commercial/ SME/ Trade Finance
4. Individual needs to be self-driven, capable of working with minimum supervision
5. This will be an acquisition and execution role, hence proven competency in these will be essential

1. Job Role –
1. Responsible for bringing in new client acquisitions and driving closure on mandates for the region
2. Understanding the key offerings of the company platform and applicability across industries
3. Marketing SCF solutions to Corporates and their Supply Chains
4. Ability to engage with a wide set of stakeholders on the Corporate side and identify opportunities
5. Engaging with the FI partners to activate and grow financing on the Network
6. Working closely with the India Corporate Sales - Head and the Network Sales teams to achieve the KRAs for the region