Bengaluru Karnataka Estate advisor Jobs – 111 Open Jobs Today

Asset Management - VP/AVP
Arena Investors I Quaestor Advisors —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- Finance
- Master's degree
Quick apply
CA Qualified
Katariya Consultancy India LLP —Bengaluru, Karnataka
- ₹10,00,000 - ₹14,00,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- In-person
Quick apply
6d
Asset and Wealth Management - Product Management - Vice President - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Bachelor's degree
- Product management
- Agile
- Health insurance
Manager, Alternative Operation- Real Asset
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Finance
- Accounting
- Leadership
Operations Engineer
Accenture —Bengaluru, Karnataka
- Full-time
- Oracle
- Computer Science
- SQL
Workday Functional Architect
Revantage Global Services India Private Limited —Bengaluru, Karnataka
- Full-time
- Human resources
- Leadership
- Communication skills
Quick apply
11d
AVP - Workday Product Owner
Revantage Global Services India Private Limited —Bengaluru, Karnataka
- Full-time
- Product management
- Human resources
- Agile
Quick apply
11d
S&C GN - TS&T – Digital Foundations - Resilence - Senior Manager
Accenture —Bengaluru, Karnataka
- Full-time
- Azure
- Computer Science
- Engineering
4d
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
FACPL_289- Manager- FP&A
FinAdvantage —Bengaluru, Karnataka
- Microsoft Excel
- Research
- Master's degree
Quick apply
S&C GN - TS&T – Digital Foundations - Cloud - AWS - Consultant
Accenture —Bengaluru, Karnataka
- Full-time
- Azure
- Computer Science
- Master's degree
6d
Asset & Wealth Management - XIG Platform Management- Analyst- Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Excel
- Project management
- Health insurance
Tech Delivery Subject Matter Expert
Accenture —Bengaluru, Karnataka
- Full-time
- Project management
- Communication skills
Client relationship advisors
Quantean —Whitefield, Bengaluru, Karnataka
- ₹15,000 - ₹22,000 a month
- Full-time
- Customer service
- English
- Administrative experience
Quick apply
13d
Executive Tele Sales
First Feather infra & projects LLP —Jakkur, Bengaluru, Karnataka
- Up to ₹20,000 a month
- Full-time
- Sales
- Customer service
- Salesforce
- Paid time off
Quick apply
Sales Executive
Varsha Cables Private Limited —Basavanagudi, Bengaluru, Karnataka
- Full-time
- Hybrid work
- Electrical experience
- Presentation skills
- Bachelor's degree
- Health insurance
- Cell phone reimbursement
Quick apply
Staff Level II Accountant - 1065 - Tax - BLR
WithumSmith+Brown —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Communication skills
EH-FY27-Consulting-S&T-Strategy-Senior Consultant-TS-AI Strategy
Deloitte —Bengaluru, Karnataka
- AI
- Leadership
EH-FY27-Consulting-S&T-Strategy-Consultant-TS-AI Strategy
Deloitte —Bengaluru, Karnataka
- AI
- Leadership
IFM , Tech AI Manager
JLL —Bengaluru, Karnataka
- Project management
- Machine learning
- AI
- Health insurance

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Asset Management - VP/AVP

Arena Investors I Quaestor Advisors
Bengaluru, Karnataka

Quick apply

Job details

Qualifications

Asset management
Economics
Cash flow analysis
Microsoft Excel
Financial modelling
Financial analysis
Finance
Master's degree
Bachelor's degree
Business Administration
AI
MBA
Chartered Financial Analyst
Leadership
Accounting
Communication skills
Credit analysis

Full job description

POSITION OVERVIEW

Asset Management lead plays a senior leadership role within the Asset Management Division, overseeing a team of financial analysts and support staff responsible for delivering analytics, metrics, and reporting in support of institutional investment management. The Director serves as the primary point of contact for prioritizing and streamlining recurring and ad hoc reporting, collaborating with U.S. counterparties, and driving operational excellence across a diversified portfolio of assets.

KEY RESPONSIBILITIES

Leadership & Team Management

Supervise, train, mentor, and lead a junior team of associates and financial analysts across recurring model updates and ad hoc reporting.
Act as the primary point person to prioritize, streamline, and deliver reporting supporting institutional investment management.
Foster a collaborative, high-performance culture aligned with organizational goals and client expectations.

Financial Modeling, Reporting & Analytics

Deliver recurring and ad hoc reporting evaluating cash flows, risk metrics, and investment performance across Corporate, Structured Finance, Energy, Aviation, and Commercial Real Estate portfolios.
Prepare detailed financial projection models and track reporting covenants against legal documents.
Develop and maintain tearsheets and dashboards on underlying investment positions, delivering actionable insights into portfolio performance and risk exposure for senior stakeholders.
Generate operating performance reviews across key return metrics including IRR, MOIC, DPI, RVPI, and TVPI.
Interface with U.S. and European counterparties in support of portfolio analysis and reporting deliverables.
Manage financial modeling updates, qualifying performance against prior periods and financial forecasts.
Address non-conformance and conduct covenant sensitivity tracking and duration analysis.
Monitor changes in asset valuations, market data, and collections against underwritten projections on a QoQ basis.
Evaluate risk management practices in complement to evolving portfolio performance metrics.

Portfolio & Asset Management

Continuously research and monitor assigned product sectors and portfolio companies with global investments, primarily in the U.S. and Europe.
Interface with Operations, Accounting and Asset Management teams across the full investment lifecycle — from loan closing through return of capital and payoff.
Support asset and loan administration activities in coordination with cross-functional stakeholders.

Process & Operational Efficiency

Lead the creation, implementation, and documentation of process and procedural frameworks to improve team efficiency and generate KPIs.
Establish and maintain file maintenance protocols and best practices across the Asset Management function.

Requirements

QUALIFICATIONS

Education

Bachelor's degree required in Finance, Accounting, Economics, or a related field.
Master's degree (MBA or MS Finance) strongly preferred.

Experience

8–12+ years of progressive experience in asset management, structured finance, credit analysis, or a related financial discipline.
Minimum 3–5 years in a supervisory or team leadership capacity managing analysts and/or associates.
Demonstrated experience across multiple asset classes including Corporate Credit, Structured Finance, Energy, Aviation, and/or Commercial Real Estate.
Hands-on experience with financial covenant monitoring, financial modeling, cash flow analysis, and IRR calculations.
Prior experience managing institutional investor relationships and collaborating with U.S. and European counterparties preferred.

Certifications

CFA (Chartered Financial Analyst) designation strongly preferred or actively pursuing.
FRM (Financial Risk Manager) or CAIA (Chartered Alternative Investment Analyst) certifications a plus.

Technical & Core Competencies

Demonstrated ability in Microsoft Excel, including complex financial models, scenario analysis, and sensitivity tables.
Proficiency in leveraging AI tools and technologies (e.g., generative AI platforms, AI-assisted analytics) to enhance financial analysis, accelerate reporting workflows, and support data-driven decision-making.
Deep expertise in credit agreement structures, and financial covenant frameworks.
Strong written and verbal communication skills; ability to present complex financial analysis to senior stakeholders.
Highly organized with the ability to manage multiple competing priorities in a fast-paced environment.
Collaborative mindset with demonstrated ability to work cross-functionally across Operations, Accounting, Legal, and Asset Management teams.

ABOUT THE ROLE

This is a high-impact leadership opportunity for a seasoned finance professional to drive analytical excellence and operational rigor within a sophisticated institutional investment platform. The Director will be integral to investment performance monitoring, risk evaluation, and team development across a globally diversified portfolio.

“this job description is not an exhaustive list of all responsibilities, and duties may change”.

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Refine Your Search

estate advisor jobs in bengaluru karnataka

Asset Management - VP/AVP

CA Qualified

Asset and Wealth Management - Product Management - Vice President - Bengaluru

Manager, Alternative Operation- Real Asset

Operations Engineer

Workday Functional Architect

AVP - Workday Product Owner

S&C GN - TS&T – Digital Foundations - Resilence - Senior Manager

Planner Head

FACPL_289- Manager- FP&A

S&C GN - TS&T – Digital Foundations - Cloud - AWS - Consultant

Asset & Wealth Management - XIG Platform Management- Analyst- Bengaluru

Tech Delivery Subject Matter Expert

Client relationship advisors

Executive Tele Sales

Sales Executive

Staff Level II Accountant - 1065 - Tax - BLR

EH-FY27-Consulting-S&T-Strategy-Senior Consultant-TS-AI Strategy

EH-FY27-Consulting-S&T-Strategy-Consultant-TS-AI Strategy

IFM , Tech AI Manager

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