Fund Reporting Analyst Jobs

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

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 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. All applicants must have the right to work in the UK. What You'll Do: Monitor single name corporate credit situations in European markets including new issues, distressed, restructuring/re-orgs, and price dislocations in both leveraged loan and high yield markets. Create original, sell-side type content on these topics 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 clients 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: Bachelor’s degree or Master’s degree 7 years or more of sell-side or buy-side analyst experience Follow a bottoms-up, fundamental approach to investment research focusing on individual companies Has prior experience covering single name corporate credit across both bank loan and high yield markets with a European focus; must be proficient in corporate credit analysis, with an emphasis on either loan / High Yield or Distressed strategies Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective ti

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 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

About LeafLink LeafLink is the largest unified B2B cannabis platform, providing licensed cannabis businesses a suite of tools to manage their business more effectively, sell or order from their favorite brands and accelerate growth. We are one platform, one solution and we’re defining the way thousands of cannabis brands, distributors, and retailers streamline their operations. With thousands of brands and retailers across 30+ markets in North America, we are setting the industry standard for how cannabis businesses grow together. LeafLink processes more than $5 billion in wholesale cannabis orders annually. Our team, backed by funding from leading VC's, including Founders Fund, Thrive Capital, Nosara Capital, and Lerer Hippeau is poised to define the cannabis supply chain through technology. LeafLink was named one of Inc. 5000’s ‘Top 5000 Fastest-Growing Private Companies’; one of Fast Company's 'Top 10 Most Innovative Companies in Enterprise for 2020', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC's 'Best Places to Work in 2021'; 2024 Fast Company’s Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we're just getting started! The Role LeafLink is seeking a Head of Engineering to lead our entire engineering organization. This role owns the technical vision, architecture, and health of every engineering function and is accountable for how well our teams turn strategy into shipped, reliable software. You'll report directly into executive leadership, partner closely with Product, and represent engineering at the leadership table. As Head of Engineering, you are the senior-most technical leader responsible for building the org itself: hiring and developing engineering managers, setting standards for how we plan and execute, and making the calls on architecture, tooling, and headcount that determine whether we can keep moving fast without breaking thing

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/#team . What You’ll Do: Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors including tech/media/telecom, consumer, industrials/materials/energy, healthcare and financials Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network and communicate with potential experts to answer questions or discuss/verify their credentials Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter Finalize scheduling and call logistics details directly with experts What You Have: Bachelor’s degree or higher with strong academic record is required 1-2 years of work experience in pre-sales/ sales/ client service/ customer support/ BPO/ lead generation Prior experience in cold calling and sending cold emails, generating leads would be great Excellent communication and interaction skills, including demonstrated

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

About Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About team : Paytm Money is the wealth-tech and stockbroking . It offers services like mutual fund investments, stock trading, ETFs, IPOs, F&O, and retirement products through a user-friendly mobile app and web platform. The company focuses on making investing simple, affordable, and accessible for retail investors across India. About the Role We are seeking a passionate and detail-oriented Product Manager – Mutual Funds to join our team at Paytm Money. The ideal candidate should have a strong understanding of the mutual fund ecosystem, investment products, and digital wealth management, with hands-on experience in building scalable, customer-centric financial products. This is an Individual Contributor (IC) role that involves ownership of the entire product lifecycle—from strategy to execution—to deliver seamless mutual fund investment experiences for millions of users. Key Responsibilities ● Own the end-to-end product lifecycle for Mutual Fund products, including SIPs, Lumpsum investments, STP, SWP, NFOs, Goal-based Investing, Tax Saver (ELSS), and portfolio management features. ● Define the product vision, roadmap, and strategy aligned with business objectives, customer needs, and regulatory requirements. ● Collaborate with technology, design, operations, compliance, marketing, and business teams to conceptualize and launch impactful product features. ● Conduct market research, competitor benchmarking, customer interviews, and user behavior analysis to identify growth opportunities and improve product adoption. ● Translate customer and business requirements into clear PRDs, wireframes, user journeys, and acce

Guidepoint Insights: 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/#team . Play a vital role in Guidepoint Insights’ success. As a Digital Copy Editor on the Insights team, you will take the responsibility of copyedit and translation of teleconferences transcripts, ensuring accuracy and clarity in addressing business questions and answers from industry advisors. You will also support the launch of Insights product in the rapidly growing APAC market. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence and efficiency A collaborative environment where your ideas are valued, your contributions are recognized, and your growth is supported We value teamwork and continuous learning and foster a supportive and inclusive environment where everyone can thrive What You Will do: Oversee the day-to-day digital properties and content strategies for the team as the final quality check while exercising outstanding editorial judgment to guarantee timely, high-quality output across web copy and other client-facing materials Copyedit and translating supporting teleconference media, reviewing and proofreading English and Chinese text for consistency, accuracy, and clarity based on AP style and/or AMA style, in-house style, and fundamental grammatical standards Support the digital library’s functionality and drive cataloging precision

Location: Mumbai, India Experience: 8–10 Years Qualification: CA / MBA (Finance) / CFA or equivalent About the Role- We are looking for an experienced Treasury professional to join our Corporate Treasury & Capital Markets team. The role will be responsible for managing the organization's funding, liquidity, banking relationships, capital market borrowings, treasury operations, and regulatory compliance while ensuring efficient cash management and optimal utilization of financial resources. The ideal candidate will have strong experience in debt capital markets, corporate treasury operations, banking relationships, SAP, and regulatory compliance. Key Responsibilities 1. Capital Markets & Debt Management Structure, execute, and manage short-term and long-term debt instruments including: Commercial Papers (CPs) Non-Convertible Debentures (NCDs) Term Loans Coordinate with credit rating agencies, merchant bankers, debenture trustees, institutional investors, and lending banks. Support fund-raising initiatives and debt optimization strategies. Manage security creation, charge filings (ROC/CERSAI), and all related financing documentation. Monitor debt portfolio, repayment schedules, and borrowing costs. 2. Treasury Investments & Liquidity Management Manage daily liquidity and cash positioning across all bank accounts. Optimize deployment of surplus funds through: Money Market Instruments Mutual Funds Fixed Income Investments Prepare and monitor daily cash flow and liquidity reports. Develop and enhance working capital and cash flow forecasting models. Ensure efficient allocation of funds while minimizing idle cash balances. 3. Banking Relationships & Treasury Operations Manage strategic relationships with banks and financial institutions. Negotiate banking facilities, pricing, and credit limits. Oversee Corporate Banking platforms including: Host-to-Host (H2H) Cash Management Services (CMS) Online Banking Portals Administer banking access controls, user rights, and s

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies from the world's largest enterprises to the most ambitious startups use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Stripe's Product Sales, Money Management team helps businesses move, store, convert, spend and manage money at global scale. Our product suite spanning Connect, Payouts, Issuing, Treasury, Capital, and FX gives companies the infrastructure to build programmable fund flows, embed financial services into their platforms, and offer financing to their customers and sellers. In ASEAN, the opportunity is enormous: a diverse, fast-growing region with complex cross-border payment challenges, rapidly expanding digital economies, and businesses hungry for the financial infrastructure to scale. We're building out the team in Singapore to capture that opportunity. What you’ll do As one of Stripe's first Money Management Account Executives in ASEAN, you'll have the opportunity to build something from the ground up. This is an IC role for someone who is energised by being an early hire defining how we sell the full Money management suite in the region, establishing relationships with some of ASEAN's most ambitious companies, and creating the playbook as you go. You'll develop pipeline across multiple high-growth markets and serve as a trusted partner to companies tackling complex financial infrastructure challenges from global platforms routing payouts to local gig workers, to fintechs embedding card issuance and treasury into their products. Responsibilities Own the full commercial cycle for Stripe's Money Management products including

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies — from the world's largest enterprises to the most ambitious startups — use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Stripe's Money Management team helps businesses move, store, and manage money at global scale. Our product suite spanning Connect, Payouts, Issuing, Treasury, Capital, and FX gives companies the infrastructure to build programmable fund flows, embed financial services into their platforms, and offer financing to their customers and sellers. In ANZ, we work with some of the region's most sophisticated enterprises and fastest-growing technology companies, helping them solve complex fund flow problems and unlock new financial product opportunities. It's an exciting time to be part of the team: Money Management is one of Stripe's highest-growth product areas and ANZ is a key market in that expansion. What you’ll do As one of Stripe's first Money Management Account Executives in ANZ, you'll have the opportunity to build something from the ground up. This is an IC role for someone who is energised by being an early hire defining how we sell the full Money Management suite in the region, establishing relationships with some of ASEAN's most ambitious companies, and creating the playbook as you go. You'll develop pipeline across multiple high-growth markets and serve as a trusted partner to companies tackling complex financial infrastructure challenges from global platforms routing payouts to local gig workers, to fintechs embedding card issuance and treasury into their products. Responsibilities Own the full commercial cycle for Stri

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: Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an 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. This is a hybrid role in New York City. What You'll Do: Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms. Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base. Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists. Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals. Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition. Conduct outbound prospecting to help generate new account leads. Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences. What You Have: Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity. Broad based knowledge of the sales process from lead generation to relationship management. Comprehensive understanding of the institutional invest