financial planning specialist - investment transactions - Bangalore, Karnataka - beBeeWealth

    beBeeWealth
    beBeeWealth Bangalore, Karnataka

    2 days ago

    Permament

    Job title: Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru

    Description

    Job Description

    We are seeking a skilled and proactive professional to join our team as an Analyst, serving as the primary operational driver of the Executive Wealth (EW) team. This role involves triaging incoming inquiries and tracking client priorities.


    Key Responsibilities:


    • Serving as the primary point of contact for clients on matters related to investment transactions;

    • Managing cash balances and private banking services in accounts;

    • Resolving time-sensitive issues surrounding investment-related transactions;

    • Planning and managing new account onboarding processes, asset transfers, and other account service requests;

    • Facilitating various aspects of client portfolio performance reporting and analysis;

    About Us

    Globally recognized leader in wealth management offers comprehensive financial planning solutions for high net worth individuals.


  • We are seeking a Senior Institutional Investment Operations Specialist to assist in lifecycle support for institutional trade flow and manage client account onboarding. · ...

    Bengaluru

    1 week ago

  • Work in company

    Senior Legal Associate

    Only for registered members

    We are looking for sharp energetic minds to join our rapidly growing ecosystem and help take Turbostart and its portfolio companies to new heights. As a Senior Legal Associate, you will play a pivotal role in managing the entire lifecycle of Private Equity (PE) and Venture Capita ...

    Bengaluru, Karnataka

    1 month ago

  • Work in company

    Merger and Acquisition

    Only for registered members

    Should be CA and CFA professional with 3+ years of experience in Mergers & Acquisitions transaction structuring valuation. · Experience end-to-end M&A transactions including deal evaluation structuring analysis execution support across transaction lifecycle. · Experience transact ...

    Bengaluru, Delhi, Hyderabad, NCR

    2 weeks ago

  • Work in company

    Analyst - Corporate Fundamentals

    Only for registered members

    Analyst - Corporate Fundamentals · Develop financial models and perform data / investment analysis. · Conduct company due diligence and lead diligence process. · ...

    Bengaluru Full time

    4 days ago

  • Work in company

    Senior Manager of Business Operations

    Only for registered members

    Assistant Vice President / Senior Manager – Investment Operations (Private Funds) · Location: Bangalore / Mumbai (Hybrid) · Shift: PST (US Markets) · Role Summary · We are looking for a senior Investment Operations leader with 12–18 years of experience in private equity or invest ...

    Bengaluru ₹1,500,000 - ₹3,500,000 (INR) per year

    18 hours ago

  • +Job summary · We are hiring a senior Investment Banking professional to lead Trade & Transaction Regulatory Reporting oversight for global markets. · +ResponsibilitiesEnd-to-end oversight of daily regulatory trade & transaction reporting · Reporting accuracy, completeness, and t ...

    Bengaluru, Karnataka

    3 weeks ago

  • Work in company

    Fund Accounting Professional

    Only for registered members

    The Fund Accounting Professional is responsible for reviewing capital call notices and investor contribution letters for accuracy and completeness. · ...

    Bengaluru

    1 week ago

  • Work in company

    Investment Banking Associate/Sr Associate

    Indium Capital Advisors

    Investment Banking Associate / Sr Associate · This role involves working with senior team members on PE/VC Fund Raising & M&A transaction execution as well as client pitches & business development. · Transaction Execution Work: · ...

    Bengaluru

    1 week ago

  • Work in company

    Sr Specialist-Mergers and Acquisitions

    Only for registered members

    We have an opening for an Investment Banker to help clients achieve their financial goals through Fund raising, M&A advisory, and strategic financial guidance. · ...

    Greater Bengaluru Area

    1 month ago

  • Work in company

    Manager - Investment Sales

    confidential

    Job description · Job Overview: · We are seeking a dynamic and results-driven individual to join our team as a Real Estate - Investment Sales Associate. The successful candidate will play a critical role in supporting the Real Estate sales and investment strategies within the Rea ...

    Bengaluru / Bangalore $80,000 - $140,000 (USD) per year Full time

    3 days ago

  • Work in company

    Investment Banking Intern

    Only for registered members

    As an Intern at Xpertiz, you will work closely with senior team members across live mandates. · ...

    Greater Bengaluru Area

    1 month ago

  • Work in company

    Associate - Investments

    Only for registered members

    NVT Quality Lifestyle seeks an analytically strong professional to join its Investments team. · Support real estate investment decisions through financial analysis and portfolio monitoring across key Indian markets. · The position offers exposure to the complete investment lifecy ...

    Bengaluru

    1 month ago

  • Work in company

    Loan Syndication Reconciliation Specialist

    Only for registered members

    We are seeking a highly skilled · Loan Syndication Reconciliation Specialist to provide comprehensive investment operations support to a U.S.-based client. This role primarily involves ensuring data within the Investment Book of Record (IBOR) is of excellent quality by performin ...

    Bengaluru, Karnataka

    1 month ago

  • Work in company

    Loan Syndication Recon

    Only for registered members

    We are seeking a highly skilled Loan Syndication Recon to provide comprehensive investment operations support to a U.S.-based client. · ...

    Bengaluru, Karnataka

    1 month ago

  • Work in company

    Real Estate Associate

    Only for registered members

    This role involves assisting clients in property transactions including buying selling leasing and investing in properties. · ...

    Bengaluru, Karnataka

    1 month ago

  • Work in company

    Company Secretary

    Only for registered members

    The Company Secretary will support the VC team and portfolio startups on private placements corporate actions and transaction-related compliance. · The role focuses on providing investment execution support conducting basic legal due diligence ensuring post-investment corporate c ...

    Bengaluru ₹600,000 - ₹800,000 (INR)

    1 week ago

  • Hiring a senior Investment Banking professional to lead Trade & Transaction Regulatory Reporting oversight for global markets. · End-to-end oversight of daily regulatory trade & transaction reporting. · Reporting accuracy, completeness, and timeliness across multiple asset classe ...

    Bengaluru

    3 weeks ago

  • Work in company

    Associate Director – Private Equity Advisory

    Only for registered members

    We are looking to onboard a senior, execution-focused professional who has lived through transactions, not just studied them. · ...

    Bengaluru, Karnataka

    1 week ago

  • Work in company

    Director Investment Banking

    Only for registered members

    We are seeking an experienced Investment Banking Director to lead fundraising and M&A mandates, · Role Overview · drive business development initiatives, and oversee end-to-end transaction execution. · Mandatory Requirements · The ideal candidate will have strong experience in fu ...

    Bengaluru

    1 week ago

  • Job Description: · Specialization in Mergers and Acquisitions (M&A) and Venture Capital, the role involves providing comprehensive legal support in both transactional areas. Responsibilities include: · Conducting due diligences; · Negotiating and drafting transaction documents, i ...

    Bengaluru / Bangalore Full time

    3 days ago

  • Work in company

    Customer Relationship Management Executive

    Only for registered members

    Handle investor onboarding and transactions. · Prepare and verify KYC documents. · Maintain accurate records and ensure all documents are uploaded and updated. · ...

    Greater Bengaluru Area

    1 month ago

Jobs
>
Bengaluru