Institutional Relationship Management Jobs

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 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 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

The Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers Appropriately assess risk when business decisions are made, demonstrating particular consideration

The Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers Appropriately assess risk when business decisions are made, demonstrating particular consideration

About the role We are building a higher education researcher motion that helps funded labs adopt OpenAI across core research workflows. This role will develop relationships with principal investigators, researchers, research software engineers, research computing teams, and university technology leaders, then translate high-value use cases into sustained Pro, Codex, API, and ChatGPT Edu usage. This is a hybrid business development and program management role. You will identify and qualify priority labs, design phased access and fellows programs, run pilots, remove technical and institutional blockers, and create repeatable paths from individual researchers to lab- and institution-level adoption. Additionally, this role will launch and manage a community of researchers with events, communications and support. In this role, you will: Build a pipeline of funded labs, research centers, and technical champions at priority R1 universities; qualify opportunities based on workflow value, funding path, influence, and expansion potential. Run discovery with researchers and university stakeholders to understand workflows, data and security needs, procurement constraints, and success criteria. Design and operate phased access and fellows programs, including eligibility, selection, offer mechanics, onboarding, office hours, community programming, and pilot goals. Translate research workflows into effective use of Pro, Codex, API, and ChatGPT Edu in partnership with Solutions, Product, and Education account teams. Manage pilots end to end, remove trust, funding, and technical blockers, and drive measurable activation, retention, and expansion. Turn early usage into product feedback, workflow documentation, peer proof, case studies, and repeatable enablement. Build clear handoffs and expansion paths from researcher to lab to institution; track fellow selection, activation, retained usage, workflow proof, conversion, and expansion. You might thrive in this role if you: Relevant exp

POSITION SUMMARY: Join Natera’s Oncology Research Use Only (RUO) team as the Laboratory Manager . You will take ownership of the physical operations, asset management, and Environmental Health and Safety (EH&S) compliance for a high-throughput Next-Generation Sequencing (NGS) research laboratory. This environment supports internal and externally contracted research studies rather than clinical diagnostic reporting. You will operate with pace and rigor, using data to anticipate bottlenecks and treating lab compliance as the foundation of execution. PRIMARY RESPONSIBILITIES: Lab Organization & Cleanliness Maintain a clean, safe, and well-organized laboratory that meets institutional and company standards Establish and enforce workspace organization standards, including bench layouts, labeling conventions, shared-equipment zones, and waste segregation Own housekeeping schedules, decontamination routines, and general lab organization, coordinating cleaning and biohazard or chemical waste pickup Ensure adequate stocking and organization of consumables at the point of use Serve as the point of contact for lab safety, ensuring Personal Protective Equipment (PPE) availability, spill readiness, and adherence to EH&S requirements Cross-Team Coordination & Equipment Think team by partnering directly with Facilities, Engineering/Instrumentation, EH&S, Procurement, and IT to drive lab operations without needing translation layers Coordinate preventive maintenance, calibration, service visits, and repair of major instrumentation (e.g., NGS sequencers, liquid handlers, qPCR/dPCR systems, centrifuges, thermal cyclers), minimizing downtime Manage vendor and service-provider relationships, including scheduling, tracking service tickets, and escalating unresolved issues based on data Own end-to-end inventory management, tracking reorder points, purchasing requests, receiving, and stock rotation for reagents, consumables, and controls Maintenance Logs & Protocol

Agency Securities Lending Trader – Securities Finance - New York Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services division of Investor Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and collateral optimization. Citi's key strengths include unsurpassed global branch network, robust risk management, real-time controls, product innovation, dynamic reporting, and market thought leadership. The business is seeking a securities lending trader to work in New York. Citi provides 24-hour trading coverage and client services through its business locations in Sydney, Hong Kong, Singapore, London, Dublin, New York, and Tampa. Citi’s strategic presence in these locations is designed to align our business with our client base and provide a platform to target new client mandates. Our traders execute transactions for leading global institutional investors including Sovereign Wealth Funds, Pension Funds, Insurance Companies, ETF Issuers, and Mutual Funds. Leveraging our market-leading combination of securities lending expertise, local branch network, and breadth and depth of supply enables us to create mutually beneficial opportunities for both lenders and borrowers alike. RESPONSIBILITIES: Develop and maintain relationships with borrowers to optimize our clients’ securities lending portfolio performance. Adhere to risk & control guidelines specifically as it relates to counterparty credit limits, best execution, and fiduciary obligations. Identify and present trading opportunities to capitalize on special situations and latent holdings. This includes the assessment of voluntary corporate action events such as Rights, Tenders, Buybacks, and Scrip/DRP options.

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

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

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

Hiring | Treasury & Capital Markets | Paytm About Paytm Paytm is one of India’s leading digital financial services platforms, serving 450M+ consumers and 45M+ merchants. We are building the next generation of financial services by combining technology, scale and innovation to create seamless experiences for consumers and businesses. We are looking for an experienced Treasury professional to join our Corporate Treasury & Capital Markets team. About the Role The role will be responsible for managing funding, liquidity, banking relationships, debt capital markets, treasury operations, investments and regulatory compliance. This is a strategic treasury role requiring strong exposure to debt instruments, capital markets, banking relationships, cash management and treasury accounting, along with the ability to work closely with internal and external stakeholders. Key Responsibilities / KRAs 1. Capital Markets & Debt Management Structure, execute and manage CPs, NCDs and Term Loans Coordinate with credit rating agencies, merchant bankers, debenture trustees, institutional investors and banks Support fundraising and debt optimization initiatives Manage financing documentation, security creation and ROC/CERSAI filings Monitor debt portfolio, repayment schedules and borrowing costs 2. Liquidity & Treasury Investments Manage daily cash positioning and liquidity across bank accounts Optimize surplus funds across money market instruments, mutual funds and fixed-income investments Drive cash-flow and working-capital forecasting Ensure efficient deployment of funds and minimize idle cash 3. Banking Relationships & Treasury Operations Manage strategic relationships with banks and financial institutions Negotiate banking facilities, pricing and credit limits Oversee H2H, CMS and online banking platforms Manage banking access controls, signatory matrices, payment gateways and collection accounts Support internal, statutory and regulatory audits 4. Treasury Accounting, MIS & Rep

About the Team OpenAI’s mission is to build safe artificial general intelligence that benefits all of humanity. Our Go To Market team helps customers understand, adopt, and deploy AI, bringing together Sales, Solutions, Support, Marketing, and Partnerships. Our education work spans higher education, country-level partnerships, and K–12 teachers. We help institutions and students build durable AI capabilities for the future and explore how AI can support teaching, learning, research, and institutional operations. About the Role We are seeking a Head of Global Education GTM to lead our education partnerships & sales, shape GTM strategy, and scale the team for its next stage of growth. You will set priorities across markets and customer segments, lead representatives and regional management, and stay close to complex opportunities and senior customer relationships. This is a strategic, hands-on leadership role at the intersection of partnerships, product, and adoption. You will help the team move customers from experimentation to responsible, sustained use of frontier AI. Seats and meaningful capability building and adoption are the primary goals, alongside disciplined management of the team’s commercial responsibilities. You will lead technical, consultative Account Directors who own the customer journey from territory strategy and pipeline creation through use case identification, evaluation, procurement, deployment, adoption, consumption, value realization, and expansion. Your judgment will help the team connect executive ambition with credible technical and training plans as well as institutional readiness. You are a strategic thinker who is comfortable speaking with leaders on the future of AI in education, and shaping GTM while technology and capabilities are still being built. Education experience is welcome but not required; we are looking for a strategic technology sales leader with strong learning agility, product sense, scrappiness, and mission alignment

This is a senior attorney role to lead the negotiation and execution of derivatives documentation supporting our global Markets trading activities. This role will serve as a key partner to front office, risk, and legal teams, managing complex master trading agreements, such as ISDA and Futures Clearing agreements, and advising on legal and regulatory risk across OTC derivatives transactions. The position requires deep expertise in ISDA Master Agreements, collateral documentation, and derivatives market practice, along with strong stakeholder management and negotiation capabilities. Responsibilities: Serve as lead negotiator and subject matter expert for ISDA Master Agreements, Schedules, Credit Support Annexes (CSAs), and related derivatives and collateral documentation; manage complex, bespoke negotiations across the full documentation lifecycle Provide legal counsel and guidance to Markets business stakeholders, interpreting applicable laws, rules, regulations, and industry practices and delivering commercially practical, risk-appropriate solutions Advise senior management on legal matters impacting trading activities, client relationships, and strategic initiatives, contributing informed, business-oriented perspectives to decision-making Identify, evaluate, and manage legal, regulatory, and reputational risk in coordination with Legal, Risk, and ICRM; ensure alignment with internal policies and applicable regulatory requirements Objectively assess business proposals against institutional risk appetite, regulatory frameworks, and market standards, escalating issues as appropriate Collaborate closely with Trading, Sales, Credit, Risk, Operations, and Legal teams across regions to deliver coordinated, efficient, and consistent outcomes Oversee day-to-day legal and documentation activities as a subject matter expert, ensuring tim

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . This is a 12-week internship during summer 2027. As a Sales, Trading, and Prime (STP) Intern, you'll join the Institutional team and rotate through Sales, Account Management, Execution Services, Financing, Solutions Architecture, and Research. This team engages with the world's most sophisticated institutions to introduce new products, provide market color, devise financing solutions, and deliver client feedback that informs product development. You'll come away with a unique understanding of our clients' needs and how Coinbase builds relationships and trust through outstanding service and product capabilities. What you'll do: Rotate across 2 STP functions such as Sales, Account Management, Execution Services, Financing, Solutions Architecture, and Research to build a comprehensive view of institutional client needs Analyze data for trends and opportunities, producing competitor analysis and market commentary that inform client engagement strategies Create pitchbooks and outreach materials for client presentations and high-value prospect engagement Triage and follow up with inbound leads to qualify sales opportunities, tracking progress across product campaigns Research and propose process improvements that grow and strengthen the STP business Required Skills and Experience: Currently in your junior year of an undergraduate program (rising senior in summer 2027) with