Client Onboarding Specialist in India

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team. This position will be based in India and work closely with the Global Healthcare Insights team . What You’ll Do: Content Creation and Research Coverage : Monitor a coverage universe of public and private companies within the Medtech, Lifesciences tools and Healthcare Services sector. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What You Have: PhD or Masters degree in

Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences are stored in a transcript library portal, which covers a wide range of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. This position will be expected to work adjusted hours as per the US working hours. What You Will Do: Content Creation and Research Coverage: Monitor a coverage universe of VC-backed and listed companies within multiple sectors in the US and EMEA. Track key industry trends, material news flows, investor presentations, and research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, channel checks, hot topics and other investment narratives. Create and moderate teleconferences featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. Review teleconference transcripts to ensure quality of content. Summarize key discussion points. Process Management: Ensure Guidepoint compliance policies and protocols are adhered to. Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients. What You Have: Bachelor’s degree or Master’s degree 6+ years of work experience at a financial services or research firm with a focus on consumer/fintech/technology/healthcare services sector. Coverage or K

Overview The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position will work closely with the Insights team based in EMEA What will you do: Content Creation and Research Coverage: Monitor a coverage universe of private companies within the TMT sector. You will cover the sector across private and growth equity focus. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What you have: Bachelor’s degree or Master’s degree 8+ years of work experience at a f

Overview The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position will work closely with the Insights team based in EMEA What You’ll Do: Content Creation and Research Coverage: Monitor a coverage universe of private companies within the TMT sector. You will cover the sector across private and growth equity focus. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What You Have: Bachelor’s degree or Master’s degree 3+ years of work experi

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team. This position will be based in India and work closely with the Global Healthcare Insights team . What You’ll Do: Content Creation and Research Coverage: Monitor a coverage universe of public and private companies within the Medtech, Lifesciences tools and Healthcare Services sector. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What you have: PhD or Masters degree in S

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#tea m This position will be expected to work adjusted hours as per the EMEA working hours. What You'll Do: Content Creation and Research Coverage: Monitor a coverage universe of public and private companies within a specific sector in the EMEA region. You will cover the sector across multiple asset classes and structures Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What you Have: Bachelor’s

Overview The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, along with a plethora of AI-facilitated data and content. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. What You’ll Do: Conduct bottoms-up company research including reviewing earnings releases, reading investor presentations and analyzing regulatory filings Moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for buy-side and PE clients Work with our AI team to systematize diligence questions with the goals of automating certain fundamental research solutions Generate ideas and follow key investor views among relevant strategies within European credit Can be an in-person position or a fully remote work-from-home position What You Have: Must possess exceptional written and spoken English skills at a professional level Bachelor’s degree or Master’s degree 7 years or more of deep fundamental analyst experience ideally in a Private Equity setting Must follow a bottoms-up, fundamental approach to investment research focusing on individual companies Has prior experience covering single name corporates on either the sell-side or buy-side. Some familiarity with capital structure or credit analysis, via the Broadly Syndicated Loan or Private Credit / Direct Lending markets. Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional

1. Sales & Business Development Generate new business from corporate clients, SMEs, e-commerce sellers, educational institutions, hospitals, and local businesses. Identify prospective customers through cold calling, field visits, networking, and referrals. Meet monthly and quarterly sales targets. Promote DTDC's domestic, international, express, e-commerce, and logistics services. 2. Office Administration Manage daily office operations. Handle customer bookings and shipment processing. Prepare invoices, receipts, and daily cash reports. Maintain office records and documentation. Coordinate with delivery staff and operations team. 3. Operations Support Coordinate pickup requests. Track shipments and provide updates to customers. Resolve delivery exceptions by coordinating with DTDC hubs and branches.

About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. About the Role: We are looking for a detail-oriented and analytical Revenue Operations Analyst to join our growing Revenue Operations team in Hyderabad, India. This role will be a key member of the team responsible for the operational work that keeps our go-to-market organization running effectively. The Revenue Operations Analyst will focus primarily on data management, process execution, system testing, reporting, commissions support, and maintaining the accuracy and reliability of our revenue operations processes. This is a hands-on role for someone who enjoys working with data and systems, investigating problems, and improving how work gets done. You will work closely with the Director of Revenue Operations and other members of the RevOps team while partnering with our Salesforce administrators and other teams when needed. The ideal candidate has 2–3+ years of experience in Revenue Operations, Sales Operations, or a similar role and is comfortable independently owning recurring operational processes from start to finish. What You’ll Do CRM & Data Operations Maintain accurate and reliable data within Salesforce through bulk uploads, updates, corrections, and data cleanup. Perform recurring audits to identify missing, inaccurate, duplicate, or inconsistent CRM data. Execute account, contact, opportunity, territory, and ownership updates. Use tools such as Clay and

About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. About The Role As a Product Owner, you will be responsible for the end-to-end delivery of product workstreams, acting as the bridge between Product Managers and the development teams. While the Product Manager focuses more on leading the relevant product vision and strategy and generating impactful roadmaps, your role will be to ensure flawless execution of that body of work in conjunction with your Product Engineering team. That includes owning requirements and Acceptance Criteria, grooming the backlog and helping deliver quality software to market. Additionally, you will own and lead well defined projects, as agreed with the Product Manager, to deliver incremental value toward the Product and Technology department’s goals. Ultimately, the Product Manager and the Product Owner collaborate to deliver world class outcomes for our business. What You Will Own Backlog Management & Prioritization Own and manage the product backlog for your assigned product or workstream. Collaborate with the Product Manager to understand product goals and ensure backlog prioritization aligns with strategic objectives. Clearly define user stories, acceptance criteria, and technical requirements in collaboration with the engineering and design teams. Delivery Execution Maintain alignment with the product roadmap, ensuring backlog items are prioriti

About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. The Role You have an uncanny knack for problem solving and you have a sharp product mindset. Our engineers are involved in all aspects of the software design process and create high-performing, scalable, and secure products. You’ll work alongside cross-functional teams to design right-size solutions that power a new market-leading Analytics platform. As a Data Engineer at StarRez, you will play a critical role in building and scaling the foundations of our Analytics & Data Platform. You’ll design and maintain reliable, secure, and scalable data pipelines and models that power a new generation of reporting, insights, and data-driven products across the StarRez ecosystem. This role sits at the intersection of data, product, and engineering. You will work closely with Data Analysts, Full-Stack Engineers, and Product teams to translate customer and business requirements into robust data solutions - enabling everything from standardised dashboards to advanced analytics and embedded intelligence. You are hands-on, pragmatic, and comfortable working in a fast-evolving environment where you’ll help shape both the technical platform and the operating model as we scale. What you’ll be doing Build and maintain scalable data pipelines to ingest, transform,

Roles and Responsibilities Write maintainable/scalable/e?cient code. Work in a cross-functional team, collaborating with peers during the entire SDLC. Follow coding standards, unit-testing, code reviews etc. Follow release cycles and commitment to deadlines. Qualifications & Experience Experience level of 3 to 5 years of experience in very large scale applications. Fair understanding in problem solving skills, data structures and algorithms. Experience with distributed systems handling large amounts of data. Fair understanding in coding skills in Java/J2EE, Web technologies, RDBMS/messaging.

Roles and Responsibilities Write maintainable/scalable/e?cient code. Work in a cross-functional team, collaborating with peers during the entire SDLC. Follow coding standards, unit-testing, code reviews etc. Follow release cycles and commitment to deadlines. Qualifications & Experience Experience level of 3 to 5 years of experience in very large scale applications. Fair understanding in problem solving skills, data structures and algorithms. Experience with distributed systems handling large amounts of data. Fair understanding in coding skills in Java/J2EE, Web technologies, RDBMS/messaging.

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department: The FTT – Operations group develops and supports products that power the daily operations of the Middle and Back Office. The team collaborates closely across functions to deliver reliable, scalable solutions that drive business efficiency. Joining this group means working in a dynamic, technically driven environment where innovation and teamwork are valued, and your contributions directly impact operational success. How You Will Add Value? Core Responsibilities: You will design and build software solutions with product owners to meet business needs. You will manage product backlogs and prioritize development tasks. You will participate in sprint and release planning activities. You will develop, test, and maintain high-quality code. You will conduct code reviews and ensure adherence to standards. You will support deployments and optimize performance. You will build full-stack applications across services, APIs, and infrastructure. You will collaborate with analysts

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About Enterprise Vendor Management The Enterprise Vendor Management team drives firm-wide strategic sourcing and vendor optimization to support Franklin Templeton’s global investment operations. We partner with technology, business, legal, and risk teams to secure high‑quality vendor services while managing cost, risk, and performance. Team members collaborate across regions, work on high‑value commercial initiatives, and gain exposure to complex negotiations and global sourcing strategy. Joining this team provideas hands‑on experience with high‑impact negotiation, supplier management, and enterprise‑wide transformation initiatives. How will you add value? Core Responsibilities: Manage a large technology spend portfolio Partner with technology and business teams to understand requirements. Lead & Drive Strategic Sourcing initiatives with key stakeholders. Manage assigned technology spending, including software and services. Lead & Oversee end‑to‑end supplier relationships. Review