Careers - Upwisery

19th Ave New York, NY 95822, USA

+1 916-875-223-5968

Careers

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Manager – Operations & Customer Service (Private Wealth)

Hyderabad, Telangana, India

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Analyst – Investment Banking

Hyderabad, Telangana, India

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Qualifications:

– Must: CA Inter cleared with strong article-ship background
– Preferred: 1-2 years of professional working experience
– Strong communication and interpersonal skills (grooming & language proficiency)
– Strong Excel and PowerPoint skills
– Ability to work in teams

Responsibilities:

– Support in conducting sector-specific research and analyzing trends
– Perform analysis of financial statements
– Support in preparation of Investor reach out documents
– Due diligence support

Preference given to candidates based in Hyderabad

Location:

– Hitech City, Hyderabad

Remuneration:

– Fixed & Variable compensation – Best in the market for the right candidate

Associate & Senior Associate – Investment Banking

Hyderabad, Telangana, India

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Qualifications:

– Must: CA / CFA Level II cleared with strong article-ship background
– Must – Associate: 1-2 years of professional working experience
– Must – Senior Associate: 3-5 years of professional working experience
– Strong communication and interpersonal skills (grooming & language proficiency)
– Strong Excel and PowerPoint skills with proficiency in reading financial statements
– Ability to handle juniors and work in teams

Responsibilities:

– Preparing Financial Models
– Preparing Investment Memorandums
– Collating information from client teams
– Investor reach outs & participating in deal discussions
– Due diligence support and deal closure assistance

Preference given to candidates based in Hyderabad

Location:

– Hitech City, Hyderabad

Remuneration:

– Fixed & Variable compensation – Best in the market for the right candidate

Complaint Data

Upwisery Advisors LLP
(SEBI Investment Adviser Registration No.: INA200016564)
as prescribed under SEBI Circular No. SEBI/SRO/OW/2022/4132/1, dated February 1, 2022,
under SEBI (Investment Advisers) Regulations, 2013 as amended till date.

Data for the month ending - SEPTEMBER 2024

Sr.No	Received from	Pending at the end of the last month	Received	Resolved*	Total Pending*	Pending Complaints > 3 Months	Average Resolution time^(in days)
1	Directly from Investors	0	0	0	0	0	NA
2	SEBI (SCORES)	0	0	0	0	0	NA
3	Other Source (if any)	0	0	0	0	0	NA
	Grand Total	0	0	0	0	0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of monthly disposal of complaints - FY 2024-25

Sr. No.	Month	Carried forward from previous Month	Received	Resolved*	Pending#
1	April	0	0	0	0
2	May	0	0	0	0
3	June	0	0	0	0
4	July	0	0	0	0
5	August	0	0	0	0
6	September	0	0	0	0

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints

Sr.No	Year	Carried forward from the previous year	Received	Resolved*	Pending#
1	FY 2022-23	0	0	0	0
2	FY 2023-24	0	0	0	0
2	FY 2024-25	0	0	0	0
	Grand Total	0	0	0	0

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.

Trend of annual disposal of complaints

Sr.No	Year	Carried forward from the previous year	Received	Resolved*	Pending#
1	FY 2022-23	0	0	0	0
2	FY 2023-24	0	0	0	0
	Grand Total	0	0	0	0

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.

Trend of monthly disposal of complaints - FY 2023-24

Sr. No.	Month	Carried forward from previous Month	Received	Resolved*	Pending#
1	April	0	0	0	0
2	May	0	0	0	0
3	June	0	0	0	0
4	July	0	0	0	0
5	August	0	0	0	0

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Complaint Data

Data for the month ending - August 2023

Sr.No	Received from	Pending at the end of the last month	Received	Resolved*	Total Pending*	Pending Complaints > 3 Months	Average Resolution time^(in days)
1	Directly from Investors	0	0	0	0	0	NA
2	SEBI (SCORES)	0	0	0	0	0	NA
3	Other Source (if any)	0	0	0	0	0	NA
	Grand Total	0	0	0	0	0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.