70 Alternative Investments Jobs

Caliber Hunt is seeking a highly experienced and strategic Portfolio Manager to join our team. The ideal candidate will have a proven track record in financial markets and a deep understanding of investment strategies to manage and grow client wealth. This role is central to our client relationships, requiring you to provide expert financial planning, portfolio management, and investment advice. Key Responsibilities Develop and implement strategies to maximize client wealth . Act as the primary point of contact for client interaction , handling their financial needs and inquiries. Manage the process for new client registration and onboarding . Conduct in-depth analysis to select and manage stocks/investments at the right price. Prepare and disseminate performance reports , comparing portfolio performance with peer benchmarks. Develop policies for sharing, onboarding, and picking of stocks. Provide expert advice on Alternative Investments and various financial strategies. Conduct comprehensive client financial planning and portfolio re-balancing. Experience and Qualifications Minimum of 10 years of experience , with the last 3 years specifically in Stock Broking, PMS (Portfolio Management Services), or Mutual Funds . Post-Graduate degree with an added qualification of NISM in Research or PMS .

Opening for AMC company. Role & responsibilities : Observe & imbibe & prepare for acquiring new clients by assisting the Zonal & Regional Heads. • Practice and tests sales strategies by connecting with existing and new clients. Maintain and develop relationships with clients. • Drive business through the advisors, bankers, national distributors, family offices, advisory firms, asset allocators and wealth management outfits. • Assists clients in providing them with information like product or service quotes. • Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. • Generating incremental AUM through business partners, self-sourcing, client referrals and building relationships with large family offices. • Cross-sell of company's products, generate awareness about the brand and various basket of products. • Introduce PMS Portfolios from AMC & AIF product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same • Excess learning and subsequently reproducing stock identification and stock selection nuances to the partners and prospective clients. • Understanding the clients requirements & recommending the strategy accordingly • Network with clients to identify avenues for new business opportunities • Getting in depth understanding on how various industries, sectors and businesses work and forecasting their future growth. • Maintain highest level of service and delivery to all clients Interested candidates shared resume on snehal@topgearconsultants.com

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasison producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

As the Fundraising & Investor Relations Lead for BetterInvests AIF, your primary responsibility will be to develop and execute the capital-raising strategy targeting UHNI investors, family offices, and institutional investors. You will play a crucial role in building and maintaining strong, long-term relationships with investors, ensuring alignment between their investment goals and the offerings of BetterInvests. Presenting tailored investment opportunities and demonstrating the value proposition of media and entertainment-focused AIFs will be key aspects of your role. Additionally, you will act as a trusted advisor to investors, guiding them through complex investment discussions and effectively structuring deals. In terms of Strategic Leadership & Market Positioning, you will be tasked with establishing BetterInvest as a thought leader in media and entertainment financing, positioning the AIF as a preferred investment vehicle. Building a high-performing investor relations and fundraising team to support long-term growth will be essential. Identifying new market opportunities and continuously refining the AIF's positioning based on investor sentiment and market trends will also be part of your responsibilities. You will oversee Deal Structuring & Product Strategy, including managing deal structuring, investor negotiations, and capital allocation strategies to ensure strong investor participation. Promoting BetterInvest's unique investment solutions, such as invoice discounting for media projects, to attract sophisticated investors will be crucial. Working closely with legal, finance, and compliance teams to ensure regulatory alignment in all fundraising efforts will also fall under your purview. Performance Monitoring & Reporting will be another key aspect of your role. You will be responsible for tracking and reporting on capital-raising performance, investor engagement, and fund deployment. Providing senior leadership with key insights on investor behavior, market shifts, and fundraising challenges will be essential to drive strategic decision-making. To be successful in this role, you should have at least 3+ years of experience in fundraising, capital raising, or investment management, particularly targeting UHNI investors, family offices, or institutional capital. A proven track record of raising funds for Alternative Investment Funds (AIFs), private equity, or structured finance products will be advantageous. A strong network of UHNI clients, family offices, private wealth managers, and institutional investors is desired. Deep understanding of alternative investments, structured finance, asset-backed investments, and receivables-based financing is essential. Excellent negotiation, relationship management, and strategic thinking skills are also required. A Bachelor's degree in finance, business, economics, or a related field is necessary, while an MBA or CFA would be preferred.,

About The Role : Job Title: Wealth management, NCT Location: Pune, India Corporate TitleNCT Role Description Asset Transfer and Brokerage Support team is part of Wealth management US Operations, which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Graduate or above Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How well support you

You will be responsible for leading our Alternative Investment Fund (AIF) initiatives, utilizing your extensive knowledge of alternative investments and strong leadership skills to develop and manage client relationships. Your key responsibilities will include managing AIF products, ensuring compliance with regulatory requirements, conducting market research to identify investment opportunities, and building relationships with institutional investors, clients, and stakeholders. You will collaborate with internal teams to enhance product offerings, develop marketing strategies, monitor fund performance, and provide regular reports to stakeholders. Leading a team of analysts and investment professionals, you will foster a culture of excellence and innovation. Additionally, you will represent the company at industry events and conferences to promote AIF initiatives. To qualify for this position, you must hold a Masters degree in Finance, Business, or a related field, and have at least 3 years of experience in alternative investments with a strong understanding of AIF regulations. A proven track record of managing client relationships and delivering results is required, along with excellent analytical, communication, and leadership skills. Your ability to thrive in a fast-paced, dynamic environment will be essential for success in this role.,

Manage team of client reports/performance reporting Public/ Private Equity, Capital Markets, Wealth Management performance reporting is a must. 12-20 years 25 - 35 LPA

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

You will be joining a membership community for sophisticated investors, Eqclique, as a Fundraising & Investor Relations professional. Your main responsibilities will include leading the fund raising efforts, managing investor relations, and maintaining relationships with UHNW Investors, Family Offices, and Institutions. You will play a key role in managing the fundraising process for various investment opportunities, maintaining and nurturing relationships with different types of investors, preparing marketing presentations, organizing due diligence materials, and communicating effectively with both existing and prospective investors. Additionally, you will assist in drafting investor letters, participating in Annual Meeting preparations, and contributing to fundraises. The ideal candidate should have a strong background in fund raising for startups, AIFs, or other alternate investments, with a proven track record and a network of investors. You should possess a Bachelor's degree with excellent academic credentials, preferably in finance, economics, or business, along with at least 2 years of relevant work experience in investment firms, private equity firms, fundraising organizations, or similar entities. Strong written and verbal communication skills, attention to detail, and proficiency in Microsoft PowerPoint and Excel are essential for this role. This position offers an exciting opportunity to work in a successful environment with a team of dedicated professionals, providing close partner and client interaction. If you are a highly motivated individual with initiative, independence, and adaptability, we encourage you to apply by sending your resume to careers@equalifi.org. Please include details of your current/last CTC and notice period in your current job. Location: Mumbai,

Role Description Duties and Responsibilities: Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Lead and other stakeholders Training and coaching new hires in the team Fund Manager Screening and quarterly update of the financial statements, onboard new fund managers and update portfolio details as per the schedule of investments Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client Updating the SOP and other process documents as per the changes in the process Technical Skills Technical Skills Requirement: University or College degree, preferably with a major in finance A proven interest in the financial markets and preferable in hedge fund / private equity/ alternative investments and portfolio services industry Intermediate level Microsoft Excel skill Strong aptitude for numbers and accuracy Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies Ability to meet deadlines Soft Skills Requirement: Good communication skills (written and verbal) with experience with US based support environment Good documentation skills Ability to work as part of a team and build strong working relationships with peers Demonstrate a structured and methodical approach Flexible and adaptable approach to problem solving Flexible and open to multiple shifts Qualifications: Commerce Graduate (BBA / Bcom) or Equivalent Pursuing CFA/ MBA finance preferred Experience: At least 2-3 year of experience in private equity and alternative investments. Experience in working with Fund/Investment Managers; international exposure will be preferred.

Responsibilities: * Collaborate with private banking team on client needs analysis * Manage $10 million portfolio through mutual funds, alternative investments & PMS * Develop wealth strategies using investment products Travel allowance Health insurance Annual bonus Performance bonus Sales incentives Office cab/shuttle

Duties and Responsibilities: Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Manager and other stakeholders Training and coaching new hires in the team and managing direct reportees as well. Fund Manager Screening and quarterly update of the financial statements, onboard new fund managers and update portfolio details as per the schedule of investments Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client Updating the SOP and other process documents as per the changes in the process Technical Skills Technical Skills Requirement: University or College degree, preferably with a major in finance A proven interest in the financial markets and preferable in hedge fund / private equity/ alternative investments and portfolio services industry Intermediate level Microsoft Excel skill Strong aptitude for numbers and accuracy Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies Ability to meet deadlines Soft Skills Requirement: Good communication skills (written and verbal) with experience with US based support environment Good documentation skills Ability to work as part of a team and build strong working relationships with peers Demonstrate a structured and methodical approach Flexible and adaptable approach to problem solving Flexible and open to multiple shifts Nice-to-have skills Qualifications Qualifications: Commerce Graduate (BBA / Bcom) or Equivalent Pursuing CFA/ MBA finance preferred Experience: At least 4-6 year of experience in private equity and alternative investments. Experience in working with Fund/Investment Managers; international exposure will be preferred

Role Description Duties and Responsibilities: Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Lead and other stakeholders Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client Updating the SOP and other process documents as per the changes in the process Technical Skills Technical Skills Requirement: University or College degree, preferably with a major in finance A proven interest in the financial markets and preferable in hedge fund / private equity/ alternative investments and portfolio services industry Intermediate level Microsoft Excel skill Strong aptitude for numbers and accuracy Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies Ability to meet deadlines Soft Skills Requirement: Good communication skills (written and verbal) with experience with US based support environment Good documentation skills Ability to work as part of a team and build strong working relationships with peers Demonstrate a structured and methodical approach Flexible and adaptable approach to problem solving Flexible and open to multiple shifts Nice-to-have skills Qualifications Qualifications: Commerce Graduate (BBA / Bcom) or Equivalent Pursuing CFA/ MBA finance preferred Experience: At least 1 year of experience in private equity and alternative investments. Experience in working with Fund/Investment Managers; international exposure will be preferred

As a Vice President of Institutional Sales at Arihant Capital Markets Limited, your role will involve driving institutional sales activities, managing relationships with institutional investors, and offering investment solutions. You will be based in Mumbai and responsible for developing and executing sales strategies, overseeing alternative and institutional investment portfolios, and working closely with clients to meet their investment needs. Your qualifications should include experience in Institutional Sales and Institutional Investments, knowledge of Alternative Investments and Finance, a strong background in Investments and financial planning, excellent communication, negotiation, and interpersonal skills, and the ability to work on-site in Mumbai. A proven track record in sales and client management, along with a Bachelor's degree in Finance, Business, Economics, or a related field is required; an advanced degree or relevant certifications would be a plus.,

As a part of Invesco, a leading asset manager dedicated to helping investors achieve their financial goals worldwide, you will play a crucial role in delivering distinctive investment management capabilities to clients globally. At Invesco, we offer challenging work opportunities, a collaborative environment with smart colleagues, and a commitment to social responsibility. If you are seeking to make a difference every day, Invesco is the place for you! Responsibilities: - Monitor and guide your team daily to ensure all Service Level Agreements (SLAs) are met. - Act as the subject matter expert (SME) to handle complex process-related queries and resolve them efficiently. - Supervise processes such as Deal Closing, Drawdowns, and Rollovers. - Ensure all SLAs are met and promptly escalate exceptions for resolution. - Maintain adherence to Quality & Quantity SLAs and establish a robust workflow allocation model. - Demonstrate a deep understanding of a range of securities, investments, standard treatments, and cash flows. - Implement a comprehensive Knowledge Management model, including SOP maintenance and training. - Drive 100% compliance with process-related policies, guidelines, and controls. - Motivate and support team members to achieve goals and assist in their development. Requirements: - Strong understanding of the Structured Finance product, corporate credit landscape, and Alternative Investments. - Proficiency in financial concepts and advanced Excel skills. - Previous experience in leading a team. - Excellent communication skills (written, verbal, and interpersonal). - Ability to work effectively under pressure to meet strict deadlines. Desired Candidate Profile: - Graduated / MBA / advanced degree in finance with a minimum of 5 years of relevant experience in finance, particularly in corporate loans or Alternative Investments. - Previous experience with Investment Bank, Investment Management firm, or Financial Advisory firm preferred. Work Arrangement: - Full-time position. - Employee status (not exempt). - Workplace Model: At Invesco, a hybrid work model is implemented, requiring employees to work at the designated office at least three days a week and outside the office for two days. Why Invesco: Invesco values integrity, diversity, and inclusion in creating a positive impact for stakeholders. Our inclusive culture fosters personal and professional growth, supported by various benefits and development opportunities. Join Invesco to be part of a diverse, supportive workplace that promotes growth and well-being for all employees. Benefits: - Competitive Compensation - Flexible, Hybrid Work - 30 days Annual Leave + Public Holidays - Life Insurance - Retirement Planning - Medical Insurance for Employee and Family - 26 weeks Maternity Leave - Paternal Leave - Adoption Leave - Employee Assistance Program - Career Development Programs - Mentoring Programs - Invesco Cares initiatives Join Invesco to embark on a rewarding career journey and experience continuous growth and development opportunities in a dynamic business environment. Explore our commitment to diversity and inclusion, corporate responsibility, and community engagement through our various programs and initiatives. Apply for the role at Invesco Careers to be a part of our inclusive and supportive work culture.,

Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.

Role & responsibilities Calculation of daily Net Asset Value (NAV) and performance of daily and monthly securities pricing analysis Understanding the operational workflow with respect to trade booking, confirmation, settlement, collateral, product control, and investor allocation Performing position and cash reconciliation with prime brokers/custodians/counterparties and resolving all open breaks in a timely manner Middle office functions including profit and loss analysis, daily cash projections, calculations of foreign exchange transfers required for funding, checking clients' contributions and redemptions etc. Reviewing general ledger exceptions, identifying causes, and making necessary adjustments Verifying performance by reviewing large profit and loss swings and analyzing income/expense journals for validity Accruing daily or monthly non-security related accruals, including management fees and financing accruals Processing non-automated transactions, including over-the-counter derivatives and their related cash movements Validating and processing corporate action data.

Morgan Stanley Wealth Management offers a variety of wealth management products and services to affluent individuals, businesses, and institutions. These services encompass brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust. As a part of the WM Investment Solutions, the Global Investment Manager Analysis (GIMA) team conducts comprehensive manager research on a wide range of investment strategies, covering separately managed accounts, mutual funds, UCITs, exchange-traded funds, and private vehicles across equity, fixed income, and alternative investments. The team collaborates with investment managers to identify high-quality strategies for portfolios. In this role as the GIMA Alternative Investments Due Diligence Director, you will be responsible for conducting investment due diligence on alternative investment funds and managers, as well as carrying out ongoing investment monitoring for existing relationships. Your key responsibilities will include: - Performing initial and ongoing investment due diligence on various alternative investment strategies such as private equity, private credit, private real assets, and hedge funds. - Participating in regular alternative investment manager meetings and documenting meeting notes. - Generating written research reports and commentaries on fund managers, thought leadership pieces on market trends, and opportunities affecting alternative investment strategies. - Conducting quarterly liquid risk analysis to assess exposure to alternative investment products. - Providing quarterly and annual notes/reviews on alternative investment strategies. - Conducting peer analyses to compare different alternative strategies and managers. - Analyzing managers based on their investment process, track record, attribution, portfolio construction, and risk management capabilities. Your ongoing activities will involve: - Adhering to policies and procedures for ongoing due diligence, written research notes, and report updates. - Collaborating with GIMA onshore analysts and other internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance as required. - Fostering a team-oriented atmosphere by sharing ideas, learning, and collaborating across the firm. - Keeping abreast of WM Global Investment Offices (GIO) market views, hedge fund trends, regulatory matters, and broader market developments impacting funds, managers, clients, and the industry. The ideal candidate for this role will possess: - 6-8 years of experience in the financial services industry, with a preference for experience in alternative investments. - Knowledge of various alternative investment strategies. - Strong oral and written communication skills, including the ability to draft internal memoranda and detailed reports. - Excellent analytical and quantitative skills. - Detail-oriented with the ability to manage multiple priorities and tasks. - Capacity to summarize large volumes of information and work effectively under pressure without compromising accuracy. - Efficient interfacing capabilities with onshore GIMA analysts. - A willingness to learn and collaborate within a close-knit team. - An undergraduate degree is required, while CFA, CPA, and/or CAIA qualifications are viewed favorably. At Morgan Stanley, we are dedicated to upholding the first-class service and high standard of excellence that have defined us for over 89 years. Our core values of prioritizing clients, ethical decision-making, innovation, diversity and inclusion, and giving back guide our daily actions to best serve our clients, communities, and employees worldwide. Joining Morgan Stanley means working alongside talented individuals in a supportive and empowering environment that encourages collaboration and creativity. We offer attractive employee benefits and perks, as well as opportunities for growth and advancement for those who demonstrate passion and dedication in their work. Morgan Stanley is an equal opportunities employer committed to providing a supportive and inclusive environment where all individuals can thrive. Our workforce reflects diverse backgrounds, talents, perspectives, and experiences drawn from global communities. We prioritize a culture of inclusion through our focus on recruiting, developing, and advancing individuals based on their skills and talents.,

Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai. Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service

This is Regarding Opening with a Leading Fund Management Company as a Analyst - Fund Accounting !!! Location - Mumbai & Gift City, Gujarat - 5 Days (WHO) Role & responsibilities: We are looking for a detail-oriented professional to join our fund accounting and operations team. Key responsibilities include: Calculating NAV for Hedge Funds, Private Equity, and Real Estate Funds. Handling investor accounting, capital calls/distributions, and reporting. Booking trades, processing corporate actions, and reconciling cash and positions. Ensuring accurate pricing and valuation of securities and alternative assets. If this Job Opportunity excites you, Kindly mail your updated CV Asap on the mail ID: esha@thepremierconsultants.com Thanks & Regards, Esha.

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus

Job Details: Position: Research on Fund Managers (Alternative Assets)- Investment Portfolio Job Location: - Mumbai Shift Timing: - 12:30 PM to 9.30 PM Hybrid Policy: 3 days from office and 2 days work from home Role & responsibilities Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a company research template Organizing and ensuring that the company research template is filled in correctly and lacking errors, so it is ready for distribution to companys research group Amending and fixing research template errors based on direction from companys research group Making sure the accuracy of the data inserted into the company research template is of the highest integrity Manage a team of specialists in producing manager research reports Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings Preferred candidate profile Experience in global markets with adequate exposure in multi-asset/alternatives asset classes Prior experience in asset management or investment/fund due diligence with strong understanding of investment strategies CFA Charter holder and/or progress towards CFA at advance levels is preferred. BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Interested candidate can share their CV at aishwarya@beanhr.com

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities Grow PMS market share and penetration in assigned regions Mutual Funds and other investment products sales. Build and manage distributor relationships to drive sales Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Any graduate OR MBA ( pref )with sales experience: Min 8+ Years (PMS) Regards, Sandipa 7980475998

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients through networking, database, market intelligence and references from existing clients. Exp.-Minimum 5 year - In a Stock Broking Firms Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, Corporate FD, Insurance, Portfolio Management Services