161 Asset Allocation Jobs

Role Overview: As a member of the leading MNC, you will be responsible for driving the development, validation, and oversight of quantitative models used in portfolio optimization and risk assessment. Your role will involve leading portfolio management activities across assigned strategies to ensure that performance aligns with client mandates and investment guidelines. Additionally, you will collaborate with trading, research, risk, and compliance teams to implement investment ideas and ensure adherence to mandates. You will also lead key initiatives aimed at enhancing investment processes, reporting frameworks, and client engagement. Key Responsibilities: - Drive the development, validation, and oversight of quantitative models for portfolio optimization and risk assessment. - Lead portfolio management activities across assigned strategies to ensure alignment with client mandates and investment guidelines. - Collaborate with trading, research, risk, and compliance teams to implement investment ideas and ensure compliance with mandates. - Lead key initiatives focused on improving investment processes, reporting frameworks, and client engagement. Qualifications Required: - 8-12 years of experience in investment management, portfolio construction, or asset allocation, with a minimum of 4 years in a leadership role. - Strong background in applying investment research, risk management, and compliance principles in a regulated environment. - Deep expertise in financial modeling, quantitative research, and portfolio performance attribution.,

This role will be part of the APAC Infrastructure leadership team, and will coordinate and execute capital planning for APAC; facilitate leadership meetings, oversee department projects and key initiatives, coordinate the department communications. This role will spend more than 50% of time on duties associated with management of a sizeable capital investment portfolio. Beyond capital management, this role focuses on ensuring effective and efficient execution of the APAC Infrastructure groups functions through support in planning and execution of complex initiatives involving multiple disciplines. Displays a balanced, cross-functional perspective, helping to improve efficiency, effectiveness and productivity Job Functions: 1. Financial Management • Manages and oversees executes and coordinates the APAC-owned components of global infrastructure capital plans to ensure accurate forecasts are maintained and teams are managing within plan • Partners with the Global head of Infrastructure capital planning, acting as backup and complementing follow-the-sun considerations (eg APAC taking over from US team when managing to tight reporting deadlines) • Monitors time card reporting to ensure appropriate and accurate time allocation • Participates in regional financial operating expense planning including forecasting and tracking expense related to APAC-led initiatives 2. APAC Infrastructure Goals Planning and Execution • Supports Infrastructure strategic planning including annual goal-setting; ensures measurable goals are set and priorities based on the direction and follows through to monitor execution and validation that objectives are sustainably met • Along with leadership, drives execution of agreed transformation roadmaps to optimize the vision of a best in class organization. 3. Managed Service Provider (MSP) Management • Partner with Infrastructure Vendor Governance to support oversight of performance of MSPs • Local liaison and relationship management with MSP account management and tower leads • Foster and measure levels of engagement between MSPs and NT towers • Resource management and access management/review of APAC-based MSP account management personnel

As a Portfolio Manager, Private Markets at Franklin Templeton, you will co-manage private markets solutions end-to-end in partnership with internal teams and external managers. Your role will involve supporting portfolio construction and asset allocation across strategies, as well as partnering with internal and external investment teams to select and monitor investments. You will oversee the investment lifecycle for a variety of investment types, including primaries, secondaries, and co-investments, across private asset classes such as private infrastructure equity & debt. Additionally, you will support due diligence, manage the underwriting process for new investments, manage liquidity, capital deployment, and risk for private market solutions, as well as monitor and report on portfolio holdings, including manager oversight. Furthermore, you will represent FTIS in client meetings and stakeholder discussions. **Experience, Education & Certifications** To excel in this role, you should have: - 10+ years of relevant private markets investing experience, including infrastructure as a limited partner or institutional allocator. - Experience in managing or supporting multi-manager portfolios in private asset classes. - A proven record in institutional investment management and multi-asset team collaboration. - Experience with evergreen or semi-liquid fund structures and liquidity management. - CFA (Chartered Financial Analyst) or equivalent preferred; advanced degrees are a plus. **Technical Skills** Your technical skills should include: - Broad experience as an institutional allocator in private equity, credit, and real assets. - Proficiency in portfolio construction, capital allocation, and risk management. - Underwriting experience for co-investments and fund investments, including general partner assessment. - Understanding of infrastructure sectors and asset types like renewable energy, digital infrastructure, logistics, and social infrastructure. - Familiarity with semi-liquid fund structures. - Comfort with valuation oversight, performance analytics, and reporting for private assets. **Soft Skills** In addition, your soft skills should include: - Excellent communication and relationship-building skills. - Ability to explain investment concepts to private wealth audiences. - Professional presence for client meetings and due diligence. - Integrity and professionalism in fiduciary roles. The standard working hours for this position are hybrid (four days in office) and the location is New York City (On-site). The annual salary for this position is expected to range between $180,000 to $200,000, plus an annual discretionary bonus, depending on location and level of relevant experience. Please note that Franklin Templeton offers a comprehensive benefits package, including three weeks paid time off the first year, medical, dental, and vision insurance, a 401(k) Retirement Plan with a company match, an Employee Stock Investment Program, a Tuition Assistance Program, and more. If you believe you need an accommodation or adjustment to search for or apply for this position, please send an email to accommodations@franklintempleton.com.,

Role Overview: You will be part of the Morningstar Indexes team's Center of Excellence in Product Operations during the morning shift in Vashi, Navi Mumbai. Your main responsibility will be to support Indexes clients and the sales group by providing data, research, and analytics for a wide range of Morningstar indexes across different asset classes. You will work independently to ensure continuous coverage for Morningstar Indexes global sales and clients. Key Responsibilities: - Become a product expert on Morningstar Indexes to effectively address client and sales queries promptly - Assist the sales team by providing presentations, marketing collaterals, data, research, and analytics - Collaborate with internal teams and prospective clients to launch and operationalize Morningstar Indexes - Supervise the daily publishing and delivery of end-of-day index values, portfolios, and other files to internal and external clients in a timely manner - Monitor daily index calculation and ensure smooth dissemination of daily files - Engage with vendors, escalate issues, and collaborate to resolve them - Work with the Robotic Process Automation team to automate manual tasks and improve process efficiency - Develop self-help modules/templates on Morningstar Direct to enable sales and service teams to independently handle general data-related queries Qualifications Required: - Bachelor's or master's degree in Engineering, Finance, Management, Economics, or related fields with a strong interest in Finance - Progress towards CFA/FRM certification is preferred - Proficiency in MS Office, SQL, and Python - Strong written and verbal communication skills - Ability to collaborate effectively with global teams and deliver high-quality results within tight deadlines - Passion for innovation and a genuine belief in Morningstar's core values Company Details: Morningstar is an equal opportunity employer offering a hybrid work environment that allows remote work with regular in-person collaboration. The company values purposeful together time at least three days a week and provides various benefits to enhance flexibility. Employees are equipped with tools and resources to engage meaningfully with global colleagues.,

Posted 16 hours ago Apply Now At Scripbox, were passionate about helping Indians manage their money and build wealth. Since 2012, our mission has been to simplify investing, making it accessible and stress-free for everyone. We believe that with the right guidance, anyone can achieve their financial goals. Our platform provides a seamless, app-based experience for customers to invest in a curated selection of mutual funds, tailored to their financial goals. We serve over 1.5 million customers who trust us with their financial journey. Job Description About the Role Were looking for an enthusiastic and empathetic Relationship Manager to join our customer success team. You&aposll be the human connection for our self-serve customers who need a little extra help with their more significant financial decisions. This role isn&apost about sales; it&aposs about providing expert advice and guidance to empower customers on their financial journey. You&aposll primarily handle inbound requests from customers who are already using the Scripbox app for their daily investments but need help with more complex transactions or want advice on how to manage a large sum of money. What You&aposll Do Be the go-to expert for complex transactions: Respond to inbound queries from customers, guiding them through high-value or complicated transactions within the Scripbox app. Advise on major investments: Help customers who have received a sudden influx of cash (e.g., bonus, inheritance) by providing expert guidance on how to invest a large lumpsum of money. Strategize investment plans: For customers making large investments, help them build a tailored plan. For example, you might advise them on using a Debt fund with a Systematic Transfer Plan (STP) into Equity funds to take advantage of rupee cost averaging. Educate and empower: While assisting customers, you&aposll educate them on financial best practices, helping them understand the "why" behind their investment decisions. Collaborate and improve: Work with our product and engineering teams to provide customer feedback and identify opportunities to improve the app experience and reduce the need for manual assistance. What We&aposre Looking For Exceptional Communication Skills: You can explain complex financial concepts in a simple, easy-to-understand manner. Customer-First Mindset: You are genuinely interested in helping people and have a talent for building trust and rapport quickly. Strong Financial Knowledge: You have a solid understanding of mutual funds, their various types, and investment strategies like asset allocation, STPs, and long-term goal planning. Knowledge of other financial products like stocks and FDs is a plus. Problem-Solving Skills: You&aposre a creative thinker who can analyze a customer&aposs unique situation and offer a tailored solution. High Ownership: You take full responsibility for the customer experience and are dedicated to ensuring their success. Requirements Experience: At least 2 years of experience in financial services, wealth management, or a similar customer-facing role. Education & Certifications: A bachelors degree in a relevant field. NISM certifications (especially Mutual Fund Distributors) are a strong plus. If you don&apost have them, you will be required to obtain them within 90 days of joining. What You Can Expect from Us A challenging and rewarding role where you can make a real impact on people&aposs financial lives. A collaborative and supportive work environment with high ownership and growth opportunities. Competitive compensation and benefits. The chance to work alongside a talented team dedicated to building India&aposs leading wealth management platform. Does this sound like the perfect fit for you We&aposd love to hear from you. Apply Now Job Summary https://www.hiringbull.com Website Bangalore Location Full Time Permanent Job type 2+ years Experience 2 Openings Contact Phone: +91 - 9632840710 Share Message You have already applied for this job with this account. OK Show more Show less

As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports. In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve. This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers Making recommendations to clients basis the manager search and selection for various investment strategies US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG which involves assessment of strategies on various factors such as the investment team, investment process, risk management, factor/style exposures (using Style Analytics), and fees Review and amend investment policy statements. Author research papers on macro/micro economic environment and Investment industry trends. Providing research support on client requests including ESG, Style Analysis, Asset Class Trends Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects. Project management, work allocation, real-time capacity management, peer review, training and development of team members Liaison with stakeholders to build relationship for service delivery management. Play anchor role for all strategic projects and provide directions to the team. Prepare and manage KPIs and handle escalations. Participate in defining strategic priorities for the business. Focus on new capability development and branding imperatives. Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives. Driving Process Improvement Initiatives and delivering results in line with Business Priorities What you need to have: Relevant bachelors or masters degree in finance or economics with demonstrated academic achievement. Prior experience in asset management or financial services, preferably across multiple asset classes and investment disciplines; at least Proficient understanding of Wealth Management, Investment Management industry and asset classes (equity, fixed income, and alternatives) Minimum experience of at least 8 years in the financial services industry Ability to understand the link between data, client needs and its application to the "bigger picture." Proven organizational and project management skills, including the ability to manage multiple stakeholders. Excellent written and verbal communication skills, capable of influencing diverse audiences. High level of self-motivation, ownership, initiative, and exceptional attention to detail. Exceptional interpersonal, organizational, business communication, and time management skills. Leadership skills with the ability to manage diverse teams. Strong logical and analytical skills with attention to details Demonstrated high level of self-motivation, ownership, and initiative. Working knowledge of MS Office and third-party tools such as Bloomberg, Morning Star, and Lipper. Progress towards professional certification such as CFA, CAIA, CIPM What makes you stand out? Domain expertise relevant to wealth management/investment advisory/consulting Willing to learn and a strong team player with a collaborative approach. Effective team management skills Good analytical skills

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

As a Relationship Manager, your primary responsibility will be to acquire and cultivate relationships with Retail/Ultra High Net Worth, and Corporates customers. You will be expected to engage in cross-selling insurance and other wealth management products while providing advice on various Treasury related Debt products to Corporates & SMEs. Additionally, you will have the opportunity to advise Corporate/Promoters/HNI clients on investment opportunities in the market, assisting them in generating a high Return On Investment (ROI). Your role will involve delivering end-to-end service solutions to existing customer relationships proactively. You will also be tasked with educating customers on the diverse investment avenues available, particularly focusing on investing products and providing high-quality advice on asset allocation. It will be crucial for you to assess customers" risk appetite and time horizon, tailoring advisory services to align with their needs effectively. Furthermore, you will play a key role in conceptualizing and executing sales promotional plans through various marketing channels. Staying updated on changes and trends in the business landscape will be essential, allowing you to provide customers with accurate and timely information. Continuous updating of Management Information (MI) will also form part of your responsibilities to ensure the effectiveness of your strategies and plans.,

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 years of experience in financial & banking industry with relevant experience in investments "¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view "¢ High understanding of investment products "¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA / PG Preferred AMFI / IRDA Certification - Mandatory

Morningstar Indexes - http://indexes.morningstar.com Position : Quantitative Analyst – New Product Development – Morningstar Indexes The Area : Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : As a part of the Indexes New Product Development Team, you will participate in the full development cycle including ideation, design, development, presentations to global research team and clients, leading up to implementation. The ideal candidate will have a good grasp of investment concepts, possess strong analytical skills, good communication skills. Technical proficiency with at least one programming language (Python, R or MATLAB) in addition to SQL is desirable. This position is based in our Navi Mumbai office. Responsibilities: The successful candidate will Collaborate effectively with Morningstar research organization including equity, quantitative, manager or sustainability research teams, and product management to develop novel thematic and smart beta indexes that leverage Morningstar IP. Work on the entire product development lifecycle from ideation, design, development, and validation, leading up to launch. Work closely with other index teams to operationalize index methodologies. Develop new tools and capabilities to perform portfolio construction or analytics independently, including the use of statistical and machine learning techniques. Publish white papers, factsheets, client presentations, and other collateral to support go-to-market plans. Requirements: Up to 2 years of experience. Bachelor’s degree in a quantitative, financial discipline, or engineering. MBA from a premier institute is preferred. CFA charter or candidature (at least passed Level II) is preferred. Hands on experience with creating Strategic Beta (Factor), ESG Indexes or similar rules-based quantitative investment strategies is preferred. Knowledge of institutional investing, modern portfolio theory, and portfolio construction processes. Excellent documentation habits, oral and written communication and presentation skills including ability to distil complex ideas into simple explanations. Morningstar is an equal opportunity employer.

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking . Should be in Current or previous organization for atleast 2 years minimum as stability factor Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory (Non Acquisition experience analyst not managing portfolios & Br Banking candidates kindly excuse ) Perks and benefits CTC ; 12 - 15 lacs (Negotiable for the right candidate)

You have a busy schedule and may sometimes neglect the discipline aspect of investing, which can lead to struggles in keeping your finances in check. Hiring a financial advisor can be beneficial as they can examine your net worth, help you identify your goals, and recommend ways to fulfill your aspirations. A financial advisor plays a crucial role in diversifying and allocating your assets into different types of investments such as bonds, real estate, stocks, etc., which helps reduce the risk of decline in the value of your portfolio. They can also provide guidance during market volatility and help you avoid making hasty decisions driven by emotions like panic. Investment planning is essential for a financially secure future, especially in the context of retirement planning which is often overlooked by many individuals. A financial advisor can assist you in creating a clear investment path and designing a comprehensive plan to achieve a financially stable retirement. Financial advisors may have different areas of focus, with some concentrating solely on investments while others address various aspects of your financial life including debt reduction, tax planning, insurance, child's education, vacation planning, and more. Therefore, hiring a financial advisor involves more than just receiving fund recommendations; it encompasses a holistic approach to managing your financial well-being. This is a full-time job opportunity with benefits such as health insurance and provident fund. The work schedule is during the day shift, and additional bonuses such as performance bonus, quarterly bonus, and yearly bonus are provided. The work location is in person.,

The role is located in Mumbai and is responsible for supporting a range of portfolio and performance analytics and reporting tasks for the Outsourced Chief Investment Office (OCIO) team. This team delivers customized portfolio management solutions for institutions and ultra-high net worth investors. Your primary responsibilities will include conducting Portfolio/Performance Analytics & Reporting to generate quarterly or monthly insights for client meeting decks. This involves tasks such as performance attribution, portfolio and manager-level commentary, and other essential items. You will also be involved in running analytics, creating and maintaining dashboards to aid the investment process, including data entry, and initial content production by our teams. Additionally, you will handle aggregate reporting of client performance metrics and various portfolio metrics, providing a high-level overview of client exposures across different client types. Your role will also involve initial manager selection and screening using quant tools for OCIO/MSFO Institutional Private Label UMA and Private Investments, as well as advanced multi-asset class attribution with quarterly investment commentary. To qualify for this role, you should have 6 months to 2 years of relevant work experience for the Analyst position, along with a Bachelor's degree preferably in Computer Science, Math, or Statistics. Strong analytical and quantitative skills, exceptional attention to detail, and an interest in understanding the investment process are essential. You should have knowledge of portfolio management concepts, including asset allocation, portfolio construction, and performance analysis. Proficiency in Microsoft Office tools such as Excel, PowerPoint, and Word is required, and familiarity with Power BI dashboard and reporting, automation, and VBA/Excel Macro knowledge would be advantageous. Experience with databases, data sourcing from multiple systems, and the ability to analyze and summarize data accurately are important. You must demonstrate strong multitasking abilities, work well in a fast-paced environment, possess organizational and project management skills, and display a proactive and hard-working attitude with professional accountability. Collaborative teamwork and effective interaction with other teams across the firm are also key aspects of this role. At Morgan Stanley, you can expect a commitment to maintaining first-class service and high standards of excellence that have defined the company for over 89 years. The core values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back guide the decisions made every day. Working at Morgan Stanley offers you the opportunity to collaborate with talented and innovative individuals in a supportive and empowering environment. The company values diversity and inclusion, supporting employees and their families by providing attractive employee benefits and perks. There are ample opportunities for advancement within the business for those who demonstrate passion and dedication in their work. Morgan Stanley is an equal opportunities employer, dedicated to providing a supportive and inclusive environment where individuals can achieve their full potential. The company's workforce is skilled and creative, with employees representing diverse backgrounds, talents, perspectives, and experiences from global communities. The strong commitment to an inclusive culture is evident through the focus on recruiting, developing, and promoting individuals based on their skills and talents.,

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 years of experience in financial & banking industry with relevant experience in investments "¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view "¢ High understanding of investment products "¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA / PG Preferred AMFI / IRDA Certification - Mandatory

1. IT Asset Lifecycle Managemen t: Manage the entire lifecycle of IT assets, including hardware, software, and services. 2. Asset Tracking and Inventory : Maintain accurate and up-to-date records of all IT assets, including asset tags, serial numbers, and locations. 3. Procurement and Vendor Management : Collaborate with procurement teams to acquire new IT assets, and manage vendor relationships to ensure compliance with contracts and service level agreements. 4. License Managemen t: Manage software licenses, ensuring compliance with licensing agreements and optimizing license usage. 5. Compliance and Risk Management : Ensure IT asset management practices comply with organizational policies, regulatory requirements, and industry standards. 6. Cost Optimization : Identify opportunities to optimize IT asset costs, including negotiating with vendors, disposing of unused assets, and implementing cost-saving initiatives. 7. Reporting and Analytics : Provide regular reports and analytics on IT asset management metrics, including asset utilization, compliance, and cost. 8. Process Improvement : Continuously evaluate and improve IT asset management processes, implementing changes to enhance efficiency, effectiveness, and compliance.

Senior Relationship Manager (Hyderabad/Bangalore, WFO) at Maxiom Wealth. Manage HNI clients, deliver tailored financial plans, leverage AI-driven solutions, and drive asset growth. 5–15 yrs exp, NISM V-A & XXI A required. Required Candidate profile 5-15 years of experience in wealth management with a strong focus on client relationship management; knowledge of financial products, investment strategies and market trends, NISM V-A and NISM XXI-A

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager - Investment Consulting As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports.In your role, you will be the content specialist/trainer and peer reviewer of crucial tasks including but not limited to quarterly performance evaluation reports including Defined Contribution, Defined Benefit and Not for Profit clients, investment policy statements, and manager commentaries among other tasks. You will be expected to drive/lead ad hoc projects aimed at creating positive business impact/value-add for the business.This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing. Preparing and reviewing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers. Lead and support client projects or ad-hoc projects beyond reporting Review asset allocation and portfolio construction as per client goals and risk appetite Review and amend investment policy statements Fund managers screening and preparation of search report Project management, peer review, process training and development of team members Lead and contribute on projects for Strategic Research Team and Intellectual Capital publications Conduct research and write research papers on macro/micro economic environment and Investment industry Lead and participate in knowledge development initiatives Providing research support on client requests including ESG, Style Analysis, Asset Class Trends Play key role in strategic and operations improvement initiatives Support Process Leads in preparation of periodic KPIs and dashboard reporting Coach and guide the junior team members and new team members What you need to have: 7-8 years experience in the wealth management/investment industry overall Relevant Bachelor's or Master's degree in finance or economics with demonstrated academic achievement Progress towards professional certification such as CFA, CAIA, CIPM Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives) Strong logical and analytical skills with attention to details Strong working knowledge of MS Office, third party tools Bloomberg, Morning Star, Lipper, etc Excellent written and verbal communication Exceptional interpersonal, organizational, business communication, and time management skills Demonstrated success working with out-of-country professionals Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Stakeholder management; managing escalations and ensuring excellent service delivery What makes you stand out? Ability to understand the link between data, client needs and its application to the bigger picture Excellent client management skills Positive attitude & ability to adapt ever-changing environment Strong multi-tasking skills Domain expertise relevant to wealth management/investment advisory/consulting Willing to learn and a strong team player with a collaborative approach Effective team management skills Good analytical skills Strong written and verbal communication skills Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Join us as an Assistant Vice President (AVP), Junior Portfolio Manager in the Investments function within the Private Bank division. Your primary focus will be to support portfolio management by conducting market research, macroeconomic analysis, and collaborating with investment teams to make optimal asset allocation decisions. Leveraging market insights, sector views, and fundamental data, you will play a significant role in shaping portfolio positioning and driving strategic investment decisions. Your responsibilities will include: - Monitoring and adjusting portfolio positions based on market conditions - Conducting thorough research on the macro-economic environment and industry analysis - Working closely with the global MAC team to implement investments across asset classes, markets, and sectors - Communicating views and ideas with investment colleagues through verbal and written channels - Handling middle office and client portfolio reviews in coordination with the Portfolio Management team To be successful in this role, you should possess the following essential skills and qualifications: - Prior working experience in investment roles within financial companies such as macro funds, public equity funds, private equity, or research firms - Strong proficiency in fundamental analysis and investment principles with a willingness to learn portfolio management - Excellent analytical skills, a solid grasp of portfolio management concepts, and the ability to synthesize complex information - Proficiency in platforms like Miles, Wealth Spectrum, Bloomberg, ACE MF, and Equity for extracting market and fundamentally related datasets - A Master's degree or CFA/FRM/CA qualification - Regulatory qualifications such as NISM XXI-A, Dealers Module - Proactive self-starter with the ability to work independently Desirable skills and qualifications include: - Excellent interpersonal and communication skills - Proficiency in Excel and PowerPoint - Team player with an entrepreneurial spirit and collegiate approach - Ability to embrace challenges and adapt to evolving environments - Quick assimilation of new information and its application as needed As an AVP, Junior Portfolio Manager, your main purpose will be to generate returns, manage risk, and ensure the financial stability and long-term success of the portfolios. Your accountabilities will involve allocating and monitoring securities, executing research and analysis, communicating investment philosophy, monitoring performance against benchmarks, implementing risk management strategies, conducting simulations, monitoring economic data, researching emerging asset classes, and managing external stakeholders. In your role as an Assistant Vice President, you are expected to advise, influence decision-making, collaborate with other functions/business divisions, lead a team, set objectives, coach employees, and ensure operational effectiveness. Your leadership behaviours should align with the LEAD framework: Listen and be authentic, Energize and inspire, Align across the enterprise, and Develop others. You will also collaborate with other areas, engage in complex data analysis, communicate complex information, and influence stakeholders to achieve outcomes. All colleagues are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship. Additionally, they are encouraged to demonstrate the Barclays Mindset of Empower, Challenge, and Drive, which serves as the operating manual for behavior within the organization.,

You will be responsible for overseeing the financial and investment activities of our family office fund as a highly skilled "Sr. Associate Manager". Your duties will include portfolio management, compliance, equity research, banking and financial operations, and overall management of family office affairs. You will be expected to oversee and manage the family office's investment portfolio, ensuring alignment with financial goals and risk appetite. This will involve monitoring asset allocation, making strategic recommendations for optimization, and ensuring adherence to all legal and regulatory requirements related to family office investments and financial activities. Additionally, you will conduct in-depth equity research and financial analysis to identify potential investment opportunities. Handling banking relationships, ensuring efficient management of banking operations, overseeing fund transfers, financial transactions, and risk assessments, managing cash flow, budgeting, and financial planning for the family office, and coordinating financial affairs such as estate planning, tax structuring, and wealth management will also be part of your responsibilities. You will work closely with brokers, legal, tax, and financial advisors to optimize financial planning and prepare reports and presentations for the family regarding investment performance and financial planning. To qualify for this position, you must possess a Master's degree, MBA (Finance), CFA, CA, or equivalent financial qualification. We are specifically looking for female candidates with a minimum of 3-8 years of experience in Fund Management, with deep knowledge of research analysis. You should have an excellent understanding of investment management regulations, strong communication and leadership skills to interact with senior management and regulatory bodies, a solid understanding of equity markets and investment products, and proficiency in financial modeling, valuation techniques, and technical analysis. This is a full-time, permanent position with a day shift schedule and the work location will be in person.,

Responsibilities: * Lead fund strategy & execution * Monitor market trends & risks * Manage $X assets under management * Ensure compliance with regulatory standards * NISM Series XIX- E Certification mandatory

You will define the investment strategy and asset allocation based on prevailing market conditions. Stay updated with Equity and Debt markets by reviewing investment reports and participating in con-calls. You will develop and manage fund selection models, conduct product due diligence to understand qualitative aspects, and engage in financial goal setting and planning for clients. Prepare investment proposals accordingly. Ensure asset allocation and construct portfolios, review and rebalance portfolios as needed. Collaborate with the Sales Team to facilitate product penetration through product and research support. Your knowledge should encompass various asset classes like Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Have a deep understanding of Wealth Management products such as Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, and Listed Investments. Familiarity with taxation implications for different investment products is essential. Proficiency in Research and Portfolio Software like Morning Star, Invest well, Bloomberg, etc., is required. Demonstrate strong analytical and interpretative skills, integrity, ability to establish trust, self-drive, teamwork, networking skills, ability to work under time pressure, and meet deadlines. Possess strong Excel sheet and presentation skills. This is a full-time position with a day shift from Monday to Friday. The ideal candidate should have a minimum of 3 years of experience in Wealth Management and Private Banking as well as Investment Portfolio Management. The work location is in person.,

The role is based out of Mumbai and will support a variety of portfolio and performance analytics and reporting responsibilities for the Outsourced Chief Investment Office (OCIO) team, which provides custom portfolio management solutions for institutions & ultra-high net worth investors. You will be responsible for Portfolio/Performance Analytics & Reporting to support the production of quarterly (or monthly) insights for client meeting decks. This includes items such as performance attribution, portfolio & manager level commentary, and other key items. Additionally, you will be running analytics and supporting the creation and maintenance of dashboards used to facilitate the investment process. This involves data entry and initial production of content produced by our teams. You will also be involved in aggregate reporting of client performance metrics and various portfolio metrics (risk analytics, portfolio look-through, etc.), essentially providing a high-level view of client exposures in aggregate with the ability to cut across client types. Furthermore, you will be responsible for initial manager selection and screening using quant tools for OCIO/MSFO Institutional Private Label UMA and Private Investments, as well as advanced multi-asset class attribution with quarterly commentary on investments. Qualifications: - 3 to 5 years (for Associate) of relevant work experience - Bachelors degree, preferably in Computer Science, Math, or Statistics - Strong analytical and quantitative skills, outstanding attention to detail, and an interest in learning about the investment process - Understanding of portfolio management concepts, including asset allocation, portfolio construction, and performance analysis - Excellent written and spoken English, and business communication skills - Proficiency in Microsoft Office: Excel, PowerPoint, and Word. Power BI dashboard and reporting, automation, and VBA/Excel Macro knowledge would be a plus - Familiarity with databases and sourcing data from multiple systems, and the ability to analyze and summarize data confidently and with diligence - Strong ability to multi-task and work in a fast-paced environment - Strong organizational and project management skills - Proactive and hard-working, with strong professional accountability - Ability to work collaboratively as a team player and interact effectively with other teams across the firm At Morgan Stanley, you can expect to work alongside the best and the brightest in an environment where you are supported and empowered. The teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. The company is committed to providing a supportive and inclusive environment where all individuals can maximize their full potential. Additionally, ample opportunities for career growth exist for those who demonstrate passion and grit in their work.,

Selected Intern's Day-to-day Responsibilities Include. Corporate Finance payments. Sourcing reports for audit. Treasury operations. About Company:Scient Capital is a uniquely positioned quant-driven multi-asset management firm. In India, we are the pioneers in using quant models for credit, asset allocation, equity smart beta, and global investment strategies. We use a quanta mental approach to investing, combining Scient's proprietary quant approach with extensive fundamental research. This allows us to provide early insights into market developments and make quick decisions, giving us a competitive advantage over our peers. At Scient Capital, we endeavor to meet the growing needs of investors who seek an increasingly sophisticated set of innovative products. We have the ability to construct customized portfolios for investors to meet their investment mandates. We have an extensive research capability for both macro and micro and a senior investment team having 50+ years of combined experience. We are one of the only asset managers having expertise across debt portfolio management, equity advisory, and global investing

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore , Hyderabad , Aurangabad , Kochi.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.