175 Alternative Investments Jobs - Page 4

Responsibilities: * Manage HNIs & NRI clients' portfolios * Provide financial advice & wealth management solutions * Develop investment strategies for high net worth individuals

Dear Candidate We are hiring for leading Bank for the below roles NRI Relationship Manager - Cochin, Calicut & Kottayam CTC: up to 12Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Sen...

As an Alternatives Data Operations Analyst at Addepar, you will play a crucial role in the newly launched Alts Data Operations team that focuses on Alternatives Investment Data. Your primary responsibilities will involve collecting and validating information on private funds, private companies, and other non-public investments. This data will be utilized for research projects aimed at enhancing investment decision-making and creating new research products related to investing. Your contribution will directly impact wealth managers and institutional investors by providing insights to improve their investment performance through governance, management, operations, and processes. In this role, ...

As the Alternative Investments Due Diligence Vice President at Morgan Stanley Wealth Management, you will oversee a team of investment analysts and lead the investment due diligence process for alternative investment funds and managers. Your responsibilities will include conducting ongoing investment monitoring for existing relationships and engaging with investment managers to identify high-quality strategies for portfolios. Your core functions will involve managing a team of investment analysts, performing initial and ongoing investment due diligence on alternative investment strategies such as private equity, private credit, and hedge funds. Additionally, you will participate in manager m...

Role Description 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 benchma...

Role Description 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 ...

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 t...

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/rev...

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 t...

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 portfoli...

Hi Opening in Leading Bank for the following position Designation: Privy RM Wealth Management Grade: Senior Manager & AVP CTC up to 18Lacs Location: Hyderabad Job Description: Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and e...

Responsibilities: * Acquire new HNIs through strategic networking. * Handle existing HNI clients with exceptional service. * Onboard HNIs and guide them for their wealth planning.

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 analytic...

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 ...

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 investmen...

As a valued member of our team at Ares, your primary focus will be on Fund Accounting, specifically supporting Ares Employee Co-Invest funds. You will play a pivotal role in ensuring that our processes and procedures meet the highest quality standards and are consistently applied and reviewed. Collaboration with internal resources, external fund administrators, and auditors will be key to meeting all reporting deadlines on a monthly, quarterly, and annual basis. Your responsibilities will include performing monthly and quarterly close processes, reviewing financial statements, preparing cash flow projections, monitoring compliance with partnership agreements, and assisting in ad-hoc reportin...

As a member of Ankura, you will be part of a team that values excellence, innovation, and growth. You will have the opportunity to work on a variety of engagements across different industries, simultaneously supporting various senior team members. Your communication skills will be crucial in building and managing relationships with onshore engagement managers. Working independently, you will be responsible for managing certain aspects of client engagements and ensuring that quality control measures are followed in the development of client deliverables. As priorities shift, you will need to be adaptable and adjust project scope and workflow accordingly. By fostering a cooperative and positiv...

The role of a Junior Fund Accountant in Alternative Investments at a leading financial services firm in GIFT City, Gandhinagar involves supporting the Fund Administration team. The ideal candidate for this position should have 1-2 years of experience in fund accounting, specifically in alternative investments like Private Equity, AIFs, and Hedge Funds. A strong inclination towards establishing a career in financial operations and compliance is essential. Responsibilities: - Assisting in NAV calculation and fund accounting operations. - Supporting capital call and distribution processes. - Preparing investor notices, client reports, and journal entries. - Handling reconciliations and collabor...

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 s...

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-...

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 t...

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 effec...

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...

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 pro...