Role Overview :
We are seeking an accomplished
Capital Markets & Fund Accounting Trainer and L&D Specialist
with over 10 years of experience in financial services operations and learning & development.
This role combines deep domain expertise in
fund accounting, capital markets, and investment structures
with strong capability in
training design, facilitation, and talent development .
Exposure to
Private Equity and Real Estate Investment Trusts (REITs)
is highly desirable. The specialist will play a critical role in shaping capability development across global teams by designing, delivering, and continuously evolving impactful learning programs.
Key Responsibilities :
1. Training Design & Delivery
Develop and facilitate engaging training programs across
capital markets, fund accounting, and investment operations .
Deliver training in multiple formats — classroom, virtual, blended, and experiential.
Simplify complex financial concepts into clear, practical learning content.
2. Learning Program Development
Partner with business leaders and SMEs to identify capability gaps and future skill needs.
Create structured role-based learning pathways (from analyst to manager).
Incorporate case studies, simulations, and digital learning tools to enhance effectiveness.
3. Domain Expertise Application
Leverage expertise in
fund structures, NAV, reconciliations, valuations, and regulatory compliance
to ensure accurate, business-relevant training.
Support specialized upskilling initiatives in
Private Equity, REITs, and alternative investments .
4. Assessment & Measurement
Design assessment tools to validate learning outcomes.
Track training effectiveness and link outcomes to business impact
Continuously refresh content to align with evolving industry trends and regulatory changes.
5. Talent & Capability Building
Contribute to the broader
capability development strategy
across business units.
Mentor junior trainers or business SMEs transitioning into facilitation roles.
Foster a culture of continuous learning and knowledge sharing.
Qualifications & Experience :
10+ years in
Capital Markets / Fund Accounting / Financial Services Operations , with significant L&D exposure.
Strong track record in
training design, facilitation, and capability building .
Knowledge of
Private Equity and REIT structures
preferred.
Familiarity with
regulatory environments
and operational risk management in funds.
Skilled in using
LMS platforms, e-learning tools, and digital collaboration technologies .
Excellent communication, facilitation, and stakeholder management skills.
Core Competencies : Domain Expertise :
Fund Accounting, Capital Markets, PE & REITs
Learning Expertise :
Instructional design, facilitation, and digital learning
Business Alignment :
Ability to connect training outcomes to business performance.
Collaboration :
Strong stakeholder engagement across business units and global teams
Innovation :
Use of technology, simulations, and modern learning methods
Learning And Development Specialist • India