71 Alternative Investments Jobs - Page 3

Customer Relationship Executive About us: Myalternates is Indias leading platform for Alternative Investments, trusted by over 600 Investors across the globe. Myalternates provides unbiased guidance and end-to-end investment support in Alternative Investments with industry experts and cutting-edge technology. Myalternates is powered by PMS Bazaar - ’ .1 , which enables access to over 300+ PMSs and 50+ AIFs from 150+ Portfolio Managers. With Myalternates, investors can access a wider range of alternative investment products, invest hassle-free, and monitor all their alternative investments from anywhere in a single dashboard. Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis) Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset. Qualifications: - Minimum Fresher to 2 year experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds Relevant degree in Business Administration, Law, or Economics (Bachelor’s or Master’s degree) Role & responsibilities Preferred candidate profile

About the team and role: Regional Fund-raising Team As part of the AMC sales team, you will maximise institutional, DFI and family office coverage. Onboarding / corporate treasuries, family offices, Distributors through right selling Maintaining effective & efficient communication on markets and fund updates to all investors and partners Reporting on-ground market intelligence / competitor launches / market share tracking to head office Reports to Regional Head Required Skills MBA / Postgraduate with 3-4 years of institutional sales in a mutual fund / AIF / a combination of both Strong existing connections with HNIs/UHNIs/ CFOs, Head corporate treasuries & family offices Sound knowledge of fixed income markets and products Excellent communication skills, both written and spoken Keen focus on execution & outcomes High energy and ownership Passionate about creating a new category of investment fund at scale Willingness to Travel covering base and other nearby areas Location: Ahmedabad / Gurugram Mode: Work from office Work Environment details Founder-led entrepreneurial set-up which is defined by speed, agility and creativity Highly empowered and critical role, which makes a difference to Vivriti AMC Young, energetic, and highly talented team

About the Role Institutional Sales (Fundraising for Debt AIFs) We are seeking driven and dynamic professionals to join the Institutional Sales team for the North region at Vivriti Asset Management. In this role, you will collaborate with high-intent investors, expanding institutional, corporate, and family office coverage in the region. Key Responsibilities: Build and maintain a deep understanding of VAM’s products and services. Develop and present fund strategies and investment thesis to investors Build strong relationships with corporate treasuries and family offices by presenting tailored fund opportunities that align with their investment objectives Communicate market insights and fund updates effectively to investors. Provide on-ground market trends and industry dynamics to support strategic planning and decision-making within the organization Report directly to the Head of Institutional Sales. Location : Delhi / Bangalore - On-site (Work from Office) Required Skills and Experience: MBA/CA/CFA with 5 to 7+ years of experience in institutional sales within MFs, AIFs, or rating agency covering large to mid-market companies Strong network with Promoters, CIOs, CFOs, Heads of Treasury, and Family Office Principals. In-depth knowledge of fixed-income markets and financial sales experience. Excellent communication skills (written and verbal). Demonstrated ability to achieve extensive coverage, onboard investors (LPs), and drive results. Strong attention to detail, networking, and stakeholder management. Willingness to travel frequently. Work Environment: Entrepreneurial, founder-led setup defined by agility, speed, and innovation. Highly empowered and impactful role, central to Vivriti’s growth story. A young, vibrant, and talented team culture. Focus on hard work, ownership, and execution excellence. Teams you’ll collaborate with / Key Stakeholders you’ll engage with: In addition to the Sales team, you’ll closely collaborate with: Investment Team Product Team Investor Operations Legal & Compliance Why join us? A dynamic work environment fostering ownership and professional growth. Competitive compensation and performance-linked incentives. Flat culture, with direct access to the founding and leadership teams. A collaborative team of high-calibre professionals. Open-door culture and extensive learning opportunities

Relationship Manager -Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Create documentation and user stories. Work with engineering teams to review upcoming and backlog Jira tickets. Provide guidance on design decisions in areas including Credit and tech including Snowflake and Streamlit Develop reporting in powerBI Required Candidate profile 5+ years of experience as a Business analyst especially in Alternative assets, Credit, CLO, Real Estate etc. Experience creating complex dashboards in powerBI Exposure to Snowflake and Streamlit

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel Preferred Individual Contributor IT Skills: MS Office and Business Intelligence Applications & responsibilities

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications & responsibilities Candidates from NJ Wealth & Prudence Stock Broking will be Preferred.

Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & Responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Candidates from NJ Wealth & Prudence Broking Services will be Preferred.

Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Candidates from NJ Wealth & Prudence Broking Services will be Preferred.

Handing HNIs and ULTRA HNIs new and exiting clients and managing their financial planing. and follow the proper diversification and generate better Alpha. Required Candidate profile Preferred FEMALE Candidates. Should be polite and presentable. mandatory to speak the local language. Graduate, Post Graduate, Fresher too can apply

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call -9917283370

We are looking for a skilled Senior Accountant with 3 to 8 years of experience to join our team and support our clients with insurance and investment accounting. The ideal candidate will have expertise in managing typical asset classes for insurance companies, a strong understanding of both Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (STAT), and proficiency with the investment accounting system. Roles and Responsibility Perform detailed investment accounting tasks for various asset classes, including fixed income, equities, derivatives, real estate investments, private placements, commercial mortgage loans, and alternative investments. Prepare and review GAAP and STAT financial statements, schedules, and reports to ensure compliance with regulatory standards. Reconcile investment portfolios, resolving discrepancies in a timely manner. Utilize investment accounting systems for recording, monitoring, and reporting investment activity. Collaborate with internal and external stakeholders to provide expert guidance on investment accounting and regulatory reporting requirements. Conduct variance analysis, financial reporting analysis, and other ad hoc analyses to support client decision-making. Job Requirements Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent designation preferred. Minimum of 3 years of experience in investment accounting, preferably in the insurance industry. Strong knowledge of GAAP and STAT principles, with a focus on investment accounting. Experience with Investment accounting systems such as Clearwater, Aladdin Accounting, PAM, etc., is highly desirable. Proficiency in Microsoft Excel and other financial analysis tools. Excellent communication and interpersonal skills, with a client-focused mindset. Ability to manage multiple priorities in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills, with keen attention to detail.

Drive PMS & AIF sales in assigned location; manage key relationships with distributors, UHNIs & clients; lead client meetings; support RMs; present products with partners; grow channels; use data insights to boost sales & AUM

Functional Analyst with Alternative Investment exp Skills: CFA / CA / CPA or NISM ALT certification Experience like Private equity funds, hedge funds, real estate, etc.. Write user stories Pls send your resume to tanweer@cymbaltech.com Health insurance Provident fund

Roles and Responsibilities Review and Audit of client accounts and operations from compliance (SEBI) perspective. Create and manage effective action plans in response to audit discoveries and compliance violations of the clients. Advise clients on compliance with laws and regulations through detailed reports. Regularly audit procedures, practices, and documents to identify possible weaknesses or risks. Assess client operations to determine compliance risk. Ensure all employees are educated on the latest regulations and processes. Desired Candidate Profile CS (Qualified or Finalist) preferred Good knowledge of legal requirements and procedures. Good oral and written communication skills. Highly analytical with attention to detail. Experience in SEBI compliances would be a plus.

Dear Applicant, Hiring for Expense Management Manager (Hedge fund & Alternative Investments) - SDM Location - Hyderabad US Night shift WFO Notice upto 1month Ctc upto 24lpa ROLE : Service Delivery Manager Minimum 10+ years of exp in expense management, fund accounting, or financial operations within the fund of hedge funds or alternative investments industry. Education: At least, a Bachelors degree in Finance/ Accounting. M.Com, or MBA is a plus. Experience: Strong understanding of fund structures, fee arrangements, and regulatory requirements specific to alternative investments. Key Responsibilities: Expense Oversight and Management: Oversee the end-to-end expense management process, including accruals, reconciliations, and invoice processing for fund of hedge funds or alternative investment vehicles. Invoice Processing and Vendor Payments: Manage the invoice processing lifecycle, including receipt, review, coding, approval, and payment of invoices in accordance with company policies and procedures. Budgeting and Forecasting: Develop and maintain expense budgets for funds and corporate entities, working closely with finance, operations, and investment teams. Provide regular expense forecasts and variance analysis to senior management and stakeholders. Reporting and Analysis Compliance and Controls Process Improvement Team Collaboration and Leadership Qualifications and Skills Interested Candidates contact HR Umme@ 8655884775 / Umme@careerguideline.com

Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.

Role & responsibilities Manage end to end Fund Accounting Operations for Alternative Investment Funds (AIF), Cat II & III. Coordination with Brokers, CPs & Custodians for NAV accounting. Handling taxation matters such as TDS, GST payments including periodic return filing. Advance tax management including Provision & Payment at quarter end. Daily Bank, Holding and Expense Reconciliation. Automation of all business and Operations processes including Reconciliation. Computation/review of Redemption workings as per the methodology mentioned in the PPM, making necessary changes, if required, on account of any taxation laws. Providing Inputs for Business MIS for AIF Business. Calculation of fees including Setup fees, Management fees, Custody, Performance fees, Exit load, Brokerage, Margins, PCM charges, Distributor brokerage and other charges. Monthly TDS and GST payment for all AIF schemes. Regulatory Compliance Effective compliance with applicable AIF regulations and associated requirements. Preparation/Review of regulatory reports (Monthly and Quarterly for SEBI, RBI etc.). Reviewing PPM for existing/new products & deliberate on operational nuances. Ensuring timely completion of Statutory & Internal Audits. Ensure error free & timely NAV processing and release for all Schemes (Cat II & Iii). Includes, Daily, Fortnightly & Monthly NAVs. Preparing/reviewing various investor related communications such as Form 64-C, K-1 statements for NRI US investors, income/principle distribution pay-out letters, drawdown notices etc.

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Locations: Chennai, Coimbatore, Hyderabad, Jaipur, Chandigarh, Indore, Surat, Vadodara, Mumbai, Ahmedabad, Kanpur and Pune Please send applications to isha.shah@spocto.com