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Hire the best Investment Bankers in Bengaluru, IN

Check out Investment Bankers in Bengaluru, IN with the skills you need for your next job.
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  • $12 hourly

    • 4.9/5
    • (25 jobs)
    I am a seasoned business research professional with a proven track record of success in conducting complex research requests across sectors and geographies. • M&A deal screening of software companies for a private equity firm • Startup screening for an international venture capital firm • Virtual Research Assistant for an asset management firm supporting in research support and • Successfully completed complicated & niche research report on Asset Managers and ESG which included hard to find data like number of votes overall and of index funds, • Industry reports on US construction industry, affordable housing • M&A transaction details of renewable deal from public domain sources. • Finding suitable candidates for Board membership for a MedTech company. I have also worked as a member of a Thomson Reuters - Risks, Compliance & Governance team carrying out background checks of individuals and companies for Fortune 500 companies. On Upwork, I have prepared reports on US construction industry, Affordable Housing, Semiconductors US renewable energy deal profile and US Asset Managers and voting patterns on ESG. With JP Morgan, I conducted company screening for M&A and created company and industry profiles. I also conducted research on topical requests such as the cost of per watt of renewable technologies, housing prices in Spain, and the market size of mobile browsers. For Bullseye Research, I have prepared investors lists, and profiles. I have also assisted in preparing detailed research reports on startups and updating waterfall models. For a venture capital firm, I acted as a deal scout, sourcing and screening companies as per client's criteria. As a patent and business researcher for an US consultancy, I estimated market size and prepared summary reports on industries for commercialization of innovative technologies. For Takada Asset Management, I worked as a Virtual assistant handling contract drafting, board minutes preparation updating presentation & various other research and administrative duties. I am a highly motivated and results-oriented individual with a strong work ethic. I am also a team player and have excellent communication and interpersonal skills. I am confident that I can make a significant contribution to your organization.
    Featured Skill Investment Banking
    Legal Research
  • $60 hourly

    • 5.0/5
    • (5 jobs)
    Would you want to work with a tax and business consultant who has proven track record of helping a wide range of clients- from Start-ups to Fortune 500s? Then look no further - you are on the right profile. I am a Chartered Accountant and also hold advance specialization in international taxation and transfer pricing from CIOT, London. I am the Director of Aimbiz Global which renders specialised tax and business advisory & compliance services worldwide. While I am new at Upwork, I have delivered immensely valuable assignments and worked with many international clients (USA, UK, Australia, Cyprus, India, New Zealand, South Africa, Kenya etc) in my 13 year long career in Finance and Taxation. I have high specialisation in following areas:  Business & Financial Advisory  Financial Modelling & Valuation  International tax, domestic taxation and Transfer Pricing  Finance and business analysis  Global business set-up: Company incorporation in the major countries around the world such as USA (C-Corp, S-Corp, LLC etc.), UK, Australia, Singapore, India, Middle East, Indonesia etc)  Mergers & Acquisition and Investment Banking  Start-up consultancy  Bookkeeping (QuickBooks, Xero, Sage etc) Why you should work with me?  Demonstrated work history with millions of dollars saving in operating costs and taxes  Have already served clients from various countries and added great value  Big-4 quality deliverables at a fraction of cost (I'm a PwC alumni)  A comprehensive solution with a 360-degree analysis  Highest level of work ethics and commitment to timely deliverables Please feel free to contact me for any of the above-mentioned services. Looking forward for a great working relationship!
    Featured Skill Investment Banking
    Pitchbook
    Mergers & Acquisitions
    Legal
    Valuation
    Finance & Accounting
    Tax Preparation
    CPA
    Tax Law
    Market Research
    International Taxation
    Financial Modeling
    Business Presentation
    Business Consulting
    Tax Return
    Business Analysis
  • $70 hourly

    • 0.0/5
    • (0 jobs)
    • Overall’ 7.2 years of Industry experience in working as a Business Analyst in the Banking domain. • Requirements Gathering, Object Oriented Design and Translating Requirements into Specifications. • Experienced working in Capital Markets, Fixed Income, Wealth Management, Asset Management, compliance and regulations. Possesses a substantial background in Fixed Income, showcasing proficiency in bond valuation and risk assessment. • Played a key role in Fixed Income analytics, providing valuable insights that contributed to decision-making processes in financial strategies. Strong exposure to Financial Markets and Trade Life Cycle from Pre-Trade to Execution of Trade to Post Trade. • Experience in Investment Banking, Portfolio Management, and Cash Management. Knowledge of financial products including Equities, shares, options, and mutual funds. • Experienced in working on cross-functional projects spanning front, middle and back-office teams and projects involving integration with key applications such as custodial platform, client onboarding application. • Closely worked with all phases of Software Development life cycle such and Analysis, design, development, testing and maintenance. • Worked closely with front office desk to have good understanding related to all flags related alerts, which get populated for the execution of trading transaction for the reporting service. • Good experience in the finance domain with Investment Banking Securities Trading, Capital markets, Audit reporting. • Proficient in creating Functional Requirement Specification (FRD), Business Requirement Document (BRD), Use-case Specification, and Non-functional Requirement documents. • Had exposure in cash management recon TLM tools to complete the overall breaks. • Managed daily FX position breaks. Hands on experience in gathering requirements, reporting, documentation, planning, analyzing. • Worked closely with Product Owners to align with the product roadmap, modernized business Requirements. Closely worked with Software Development Life Cycle (SDLC) Agile Methodology. Experience in performing Impact Analysis, Gap Analysis and Risk Analysis. • Utilized various Joins and Window functions in the SQL Query to pull the data from database. • Use to create report for downstream application to consume. • Developed and executed the Test Plan, Test scenarios and Test case execution based on Agile SDLC methodology. • Experience in managing Agile projects using JIRA, from sprint planning to retrospectives and regularly collaborate with cross-functional teams, streamlining communication and task management. • Experienced in preparing and documenting the User Acceptance Test (UAT) plan. Experience in software testing with solid understanding of Test Planning, Test Design, Test Execution. • Worked closely with Product Owner in creating the user stories and prioritizing project tasks for sprint goal. A team player with excellent communication, analytical & co-ordination skills and help in managing projects. • Analytical, methodical, and resourceful approach to problem solving, identifying root cause analysis (RCA) and corrective actions to meet short and long-term business, financial, and system requirements.
    Featured Skill Investment Banking
    Agile Software Development
    Regulatory Compliance
    Asset Management
    Capital Markets
    Government Reporting Compliance
    Secure SDLC
    Tableau
    SQL
  • $300 hourly

    • 0.0/5
    • (0 jobs)
    PASSION STATEMENT(S) Seeking challenging & dynamic assignments across Banking & Financial Services Industries in various industry verticals such as credit management, project & infrastructure finance, equity valuations, debt syndication, trade & structured products, merchant banking, corporate & wholesale banking, investment analysis & research, financial business development etc. CORE COMPETENCIES * Overall 15+ years experience with some of the Fortune 500 companies in the areas of Credit Management & Underwriting, Project & Infra Financing, Financial Due Diligence & Modelling, Debt Syndication, Debt Restructuring & NPA Management, Corporate Finance, Core Banking Operations, Sales & Business Development, IT -QA Processes, etc. * Day-to-day job responsibilities includes pre-sanction processing, evaluation of credit worthiness of the mid/large corporates, techo-economical feasibility
    Featured Skill Investment Banking
    Due Diligence
    Credit Report
    Software QA
    FinTech Consulting
    Business Modeling
    Digital Transformation
    Business Consulting
    Financial Consulting
    Business Presentation
    Test Results & Analysis
    Software Testing
    Financial Modeling
    Database Testing
    Business Process Modeling
  • $200 hourly

    • 0.0/5
    • (0 jobs)
    My passion is to create a wealth and follow the global & Domestic market to grab the opportunities. I have done Wealth Management from NUS and Texas University. Recently qualified my CFA Level II. My hobbies to create a portfolio which can beat the benchmark and generated a ROI.
    Featured Skill Investment Banking
    Chartered Financial Analyst
    Wealth Management
    Investment Strategy
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Operations & Process Automation Highly accomplished finance professional with over 15 years of experience in Investment Banking, Treasury Operations, Audit, Compliance and General Ledger Management. Demonstrated expertise in financial process optimization, automation, and delivering accurate financial reporting. Proven leadership in managing high-performing teams, enhancing operational efficiency, and driving business growth. Adept at strategic financial planning and ensuring regulatory compliance. Seeking a Senior Managerial role in financial services to leverage extensive experience and contribute to organizational success. Professional Summary Industry Expertise : Extensive experience in finance and banking, specializing in Investment Banking, General Ledger , Loan Operations, Mortgages, Mutual Funds, and Financial Reporting.
    Featured Skill Investment Banking
    Financial Reporting
    Treasury Management
    Internal Auditing
    Learning Management System
    Finance & Accounting
    Light Bookkeeping
    Analytical Presentation
    Financial Planning
    Management Consulting
    Bookkeeping
    Accounting
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    Employment Summary Offering around 10 years of cross functional experience in Sanctions Investigation, Transaction Screening, Financial Crime, Name Screening, Adverse Media Screening ABC Screening, PEP Screening, Investment Banking, AML, KYC services, Regulatory Risk and Compliance and Reconciliation.
    Featured Skill Investment Banking
    Quality Control
    Regulatory Compliance
    Anti-Money Laundering
    Risk Management
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I am a retired Banker with 33 years of Experience. I can handle all types of accounts. I can handle accounts,Investment, teaching in Banking. Even I can handle MS Exel and MS word Data work.
    Featured Skill Investment Banking
    Word Processing
    Data Entry
    Computer Basics
    Trade Law
    Account Management
    Account Reconciliation
    Excel Formula
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    Experience of 13 years in Investment Banking Middle Office division consisting of Corporate Actions, Trade Capture, Invoice Processing, Reconciliation, Month End processing, Variance Analysis, Rate Cards set up, On-Boarding of Vendors
    Featured Skill Investment Banking
  • $7 hourly

    • 0.0/5
    • (0 jobs)
    I hold an expertise in Accounting and Bookkeeping as I have around 4 years of experience in External Audit, being worked in all the phases of the engagement, as Audit Senior Assistant at Deloitte USI. My prowess spans across 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲, 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗘𝘅𝗰𝗲𝗹, and a range of Audit Tools, allowing me to efficiently manage the finances while ensuring compliance with Accounting and Auditing Standards, Compliance and Regulations. And being skilled in QuickBooks software, I hold a strong ability to navigate its features efficiently. My capabilities include setting up company files, managing Journal Entry, General Ledger, Accounts payable and Receivable, performing Bank Reconciliations, handling Payroll, Financial transactions, generating Reports, and using Reporting tools to provide insightful Financial Analysis to create a Financial Statements. 𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗠𝗲? More than just as an Accountant, I am a Strategic Financial Planner and Analyzer dedicated to help the Business Successor. Me being a passionate person is to data - drive the insights to optimize the Financial Operations, to Streamline the processes, and prepare a smooth year-end Audits. Are you looking to improve daily operations, being prepared for an upcoming Audit, or a gain of understanding the Financial health? 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗰𝗮𝗻 𝗱𝗼 𝗳𝗼𝗿 𝘆𝗼𝘂: I have the proficiency to guide your every step of the following ways: 1. 𝘼𝙪𝙙𝙞𝙩 𝙋𝙧𝙚𝙥𝙖𝙧𝙖𝙩𝙞𝙤𝙣 & 𝙎𝙪𝙥𝙥𝙤𝙧𝙩: - Preparing Audit Workpapers, conducting Risk Assessments, and Reviewing the Financial Statements. - Ensuring books are ready for both internal and external audits. - Providing comprehensive support with Audit automation tools 2. 𝘽𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙞𝙣𝙜 & 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩: - Maintaining accurate records of transactions, - Managing bank reconciliations, and handling accounts payable/receivable. - Providing Cash flow Statement, Budgeting & forecasting to keep the finances in track. 3. 𝙌𝙪𝙞𝙘𝙠𝘽𝙤𝙤𝙠𝙨 𝙊𝙣𝙡𝙞𝙣𝙚 𝙎𝙪𝙥𝙥𝙤𝙧𝙩: - Setting up and managing QuickBooks account to keep the books organized. - Troubleshooting & cleaning up the QuickBooks data for accurate reporting. 4. 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 & 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨: - Generating detailed financial reports such as Profit & Loss Statements, Balance Sheets, and Cash Flow Statements. - Conducting KPI reporting and Profitability Analysis to help the data-driven business decisions. 5. 𝘿𝙖𝙩𝙖 𝙀𝙣𝙩𝙧𝙮: - Providing accurate data entry and management for financial systems. - General administrative support, including updating spreadsheets and organizing financial data.
    Featured Skill Investment Banking
    Corporate Finance
    Cash Flow Statement
    Financial Reporting
    Financial Analysis
    US Taxation
    Microsoft Excel
    Data Entry
    GAAP
    QuickBooks Online
    Financial Audit
    Internal Auditing
    Bookkeeping
    Accounting
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    I am an experienced CFA Charterholder with an MBA from IIM Rohtak. I have worked with leading financial institutions such as Goldman Sachs & D E Shaw. I have experience in Investment Banking, Financial Statement Analysis, Financial Modelling, Valuations, Fund Accounting and Corporate Finance.
    Featured Skill Investment Banking
    Financial Consulting
    Finance
    Teaching
    Financial Reporting
    Financial Statement
    Financial Modeling
    Valuation
    Chartered Financial Analyst
    Financial Analysis
    Finance & Accounting
    Derivatives Trading
    Management Consulting
    Financial Planning
  • $7 hourly

    • 0.0/5
    • (0 jobs)
    PERSONAL DETAILS Total Experience 6years Current Location Bengaluru PROFILE SUMMARY I'm Nagarjun YK , a highly motivated and versatile freelancer with 6 years of experience in the banking financial industry and IT, having stakeholder engagement and cross-functional team coordination within financial services . Achievements include improving streamlined processes and executing data-driven analyses that uncovered critical operational areas for enhancement. Perform Quality Checks on kyc reviews completed by kyc Analysts for accuracy and compliance. My expertise includes utilizing CRM tools in Scrum methodology, Google sheets for tracking employees, assigning tasks,and managing client issues. Hands-on experience in project management and BFSI industry.Implemented effective dashboard management practices and delivered detailed weekly reports on performance metrics. My Expertise with which I can help my clients: • Running operations on your behalf to make sure you have your time; • Office Organization/Administrative & Secretarial Support; • Project Management Coordination • Can handle sensitive tasks/documents with complete confidentiality and discretion • Ability to adapt to changing responsibilities and multiple assignments • Ability to juggle multiple projects and tasks • Ability to work with a large and disperse team of many different backgrounds • Excellent client service and interpersonal skills With hands-on expertise in transforming raw data into actionable insights, I offer a strategic approach to data management and visualization, helping clients make informed, data-driven decisions 𝐃𝐚𝐭𝐚 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: • Data Entry • Data Extraction • Data Mining • Data Scraping • Data Collection • File and Data management • Canva 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐯𝐞 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: • Virtual Assistant Activities • Administrative Support 𝐅𝐢𝐥𝐞 𝐚𝐧𝐝 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭 𝐇𝐚𝐧𝐝𝐥𝐢𝐧𝐠: • File Conversion (various types) •PDF Conversion & PDF Data Extraction • Typing 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐧𝐝 𝐈𝐧𝐭𝐞𝐫𝐧𝐞𝐭 𝐏𝐫𝐨𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: • Internet Research• Web Research •LinkedIn Search 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐂𝐨𝐦𝐩𝐞𝐭𝐞𝐧𝐜𝐞: • Microsoft Office Tools • Google Docs 𝐏𝐨𝐰𝐞𝐫 𝐁𝐈 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: • Dashboard Creation • Data Modeling • Custom Visuals & Reports • Power Query •DAX Functions • Real-Time Data Analysis I am enthusiastic about the prospect of collaborating with you on your projects, and I am confident that my skills and dedication will bring substantial value to your endeavors. Let's join forces to achieve success! If you are interested in any of these services, let's have a chat!
    Featured Skill Investment Banking
    Project Timelines
    Business Operations
    Canva
    Email Communication
    Microsoft Dynamics 365
    Microsoft Excel
    Administrative Support
    Virtual Assistance
    Data Collection
    Web Scraping
    Quality Control
    Data Entry
    Project Management Support
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Leena Lata has approximately four years of work experience, including three years in investment banking. She has worked on various transactions for clients, including capital raises, M&A, debt restructuring, and financial advisory. She began her career at Morningstar, where she was responsible for calculating diluted total outstanding shares for global companies. She then transitioned into investment banking, joining Faber Capital, where she worked on multiple projects across the MENA region, including two notable onsite engagements in Egypt and Dubai. Later, she joined Acuity as the youngest associate in her team, supporting senior bankers in the US and UK for an elite boutique firm (market cap: $6.47bn) while also managing a team of analysts. Leena has developed expertise in financial modeling, business planning, valuation techniques (DCF, relative, precedent, and Dave Berkus), Excel dashboards, and investor presentations. She is proficient in MS Excel, PowerPoint, S&P Capital IQ, Pitchbook, Macabacus, and BamSec. Additionally, she is fluent in Hindi and English, with a basic understanding of French.
    Featured Skill Investment Banking
    Secondary Research
    Microsoft Excel PowerPivot
    Microsoft Excel
    Investment Research
    Pitchbook
    Pitch Deck
    Financial Modeling
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    I am a finance professional with extensive experience in crafting Fundraising Pitch Decks, Investor Memorandums, Sales Presentations, Company Research & Industry Analysis Reports, and Financial Models. Whether you're seeking to attract investors or secure funding, I can help to effectively communicate your value proposition and strategic vision.
    Featured Skill Investment Banking
    Fundraising Presentation
    Financial Presentation
    Financial Modeling
    Data Analysis
    Market Research
    Due Diligence
    Microsoft Excel
    Presentation Design
    Pitch Deck
    Financial Analysis & Valuation
    Investment Research
  • $10 hourly

    • 0.0/5
    • (0 jobs)
    Chartered Financial Analyst with 16 years of experience in financial service industry. Expertise in Fund Accounting, Reconciliations, Transition Management, Process management, Team management, Quality assurance with focus on effective implementation & execution. Seeking a suitable opportunity to work in a challenging team-driven environment, grow in terms of knowledge as an individual and contribute towards the growth of the organization. Strengths include self-motivated, adaptive to change, eye for detail, effective communication skills, quick learning ability, problem solving skills, analytical and interpersonal skills and a team player.
    Featured Skill Investment Banking
    Equity Research
    Private Equity
    Derivatives Trading
    Portfolio Management
    Account Reconciliation
    Fund Accounting
  • $15 hourly

    • 0.0/5
    • (0 jobs)
    Experienced professional with over 6 years of experience in field of Audit, Taxation, Accounting, Fund Administration, Investment Accounting and Fund Accounting with over 2 years of dedicated experience in field of Fund Administration, Investment Accounting and Fund Accounting.
    Featured Skill Investment Banking
    Finance
    Finance & Accounting
    Fund Accounting
    Management Accounting
    Accounting
    Microsoft Excel
    Microsoft Office
  • $15 hourly

    • 0.0/5
    • (0 jobs)
    EXECUTIVE SUMMARY An aspiring investment banking professional with a certificate in IB Operations from Imarticus Learning. A B.com grad specialising in finance and operations graduated in 2021. Possess knowledge related to AML/KYC, derivatives, trade life cycle, and corporate actions. Additionally skilled in leadership, public speaking, problem-solving, and decision making. Looking forward to utilising these skills in the investment banking industry.
    Featured Skill Investment Banking
  • $3 hourly

    • 0.0/5
    • (0 jobs)
    SUMMARY Recent Bachelor of Commerce (BCom) graduate with a strong foundation in finance, accounting, and investment analysis. Highly motivated and detail-oriented, with a keen interest in financial modeling, corporate finance, and capital markets. Seeking opportunities to apply analytical skills and business acumen in a dynamic investment banking environment. OBJECTIVE An aspiring investment banking professional with a certificate in IB Operations from Imarticus Learning. A BCOM grad specializing in BANKING and operations graduated in 2024. Additionally skilled in leadership, public speaking, problem-solving, and decision-making.
    Featured Skill Investment Banking
    Microsoft Excel
    Tally.ERP
    Data Entry
    Accounting
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    1. Full data entry project management. 2. Regular communication is important to me so keep in touch. 3. I know how to enter data in the required format.
    Featured Skill Investment Banking
    Mobile Device
    Windows 11 Administration
    Microsoft Office
    Stock Market
    Investment Strategy
    Finance
    Project Management
    Microsoft Project
    General Transcription
    Data Entry
  • $4 hourly

    • 0.0/5
    • (0 jobs)
    Hi, I'm Ranjith. With over 16 years of experience in the U.S. residential mortgage sector, I bring a strong background in Real Estate Transaction Coordination, Property Management, and Mortgage Processing. My expertise spans Real Estate Appraisal (Appraisal QC), Loan Origination and Underwriting, Default Mortgage Servicing, Title Search and Verification, and Foreclosed Property Preservation and REO Maintenance. In transaction coordination, I have managed the full cycle from contract to closing, working efficiently with DocuSign, Dotloop, SkySlope, and MLS for smooth document handling and real-time updates. My experience also includes property management, where I’ve used Yardi, AppFolio, and Rentec Direct to track tenant details, manage rent payments, and handle maintenance requests seamlessly. I am highly skilled in utilizing various tools like Zillow, Redfin, and Realtor.com for property research and comparative market analysis, ensuring accuracy in every transaction. I also have a great command of Google Drive, Trello, and Asana to keep tasks organized and deadlines met. My ability to work on multiple projects simultaneously, coupled with my strong typing speed (50+ WPM), enables me to deliver high-quality work on time. I am eager to take on new opportunities on this platform and am confident in my ability to exceed client expectations with consistent, high-standard work. In order to enhance my career profile, I also learned Web design and have a profound knowledge on Python and UI data interface, HTML Coding, Understand CSS, Learned the foundation of UX and UI Design. I'm looking forward to a better freelancing opportunity where i can showcase my skills and to grow both professionally and personally.
    Featured Skill Investment Banking
    Real Estate Cold Calling
    Property Management
    Bankruptcy
    Microsoft PowerPoint
    Real Estate Appraisal
    Property Insurance
    Bank Reconciliation
    TitleTec
    Web Design
    Excel Macros
    Microsoft Excel
    Typing
    Mortgage Agreement
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