214 Asset Allocation Jobs

As a Portfolio and Performance Analyst at Morgan Stanley based in Mumbai, you will be responsible for supporting a variety of portfolio and performance analytics and reporting for the Outsourced Chief Investment Office (OCIO) team. Your role will involve providing custom portfolio management solutions for institutions and ultra-high net worth investors. Key Responsibilities: - Produce quarterly (or monthly) insights for client meeting decks, including performance attribution, portfolio & manager level commentary, and other key items - Run analytics and create/maintain dashboards to facilitate the investment process, including data entry and initial content production - Aggregate reporting of...

As an Equity Head at our organization, you will play a crucial role in overseeing equity trading, investment strategies, and portfolio management. Your responsibilities will include leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. Key Responsibilities: - Develop and implement the overall equity investment strategy. - Identify market trends, new investment opportunities, and risk management strategies. - Ensure alignment with the organization's financial goals and objectives. - Oversee equity trading and portfolio management for clients and the firm. - Develop customized investment solutions base...

Role Overview: As part of the Center of Excellence (CoE) for Investment Compliance at Invesco, you will be providing essential assistance to the Global Investment Compliance (IC) function from the Hyderabad office. Your role will involve supporting the Americas IC teams in adherence to relevant regulations and fund-specific investment restrictions. Your expertise in IC-related skills, such as rule coding, rule testing, post-trade monitoring, and reporting, will be crucial for the effective performance of your responsibilities. Key Responsibilities: - Monitor the investment guidelines of client portfolios and promptly address violations, both active and passive, by communicating with onshore ...

As an Equity Head at our company, your role will involve strategic leadership, portfolio & investment management, research & analysis, client & stakeholder management, regulatory & compliance, and team leadership & development. Key Responsibilities: - Strategic Leadership: - Develop and implement the overall equity investment strategy. - Identify market trends, new investment opportunities, and risk management strategies. - Ensure alignment with the organization's financial goals and objectives. - Portfolio & Investment Management: - Oversee equity trading and portfolio management for clients and the firm. - Develop customized investment solutions based on market research and analysis. - Ens...

As a Wealth Strategies & Planning Tools (WSPT) professional at Morgan Stanley, you will be based in Mumbai and will play a crucial role in supporting various financial planning activities for ultra-high net-worth and institutional clients. Your primary responsibilities will include: - Providing one-on-one training and managing the team inbox to address queries from financial advisors regarding ultra-high-net-worth planning software such as Wealth Strategies Analysis and LifeView Private Wealth Advisor. - Reviewing trust documents and extracting relevant data for use in financial plans. - Conducting ad hoc financial analyses, creating client presentations, and presenting information to financ...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

As an AVP, Junior Portfolio Manager at our company, you will be a crucial part of the Investments function in the Private Bank division. Your role will involve supporting portfolio management by conducting market research, analyzing macroeconomic trends, and collaborating with investment teams to make strategic asset allocation decisions. Your responsibilities will include: - Monitoring and adjusting portfolio positions based on market conditions - Conducting thorough research on macroeconomic environment and industry analysis - Collaborating with the global MAC team to implement investments across asset classes, markets, and sectors - Communicating investment views and ideas with colleagues...

Job Title: Associate Director Investment Implementation Location: Mumbai Mode: Hybrid (3 Days WFO / 2 Days WFH) Shift: 12:00 PM Onwards Key Responsibilities • Lead implementation of global public multi-asset portfolios • Design strategic asset allocation models and portfolio analytics • Manage FX hedging programs and investment documentation • Deliver macro and market insights across asset classes • Collaborate with senior stakeholders to drive investment outcomes • Oversee fund performance analysis and author commentaries • Build models for market trend analysis and scenario planning • Coordinate cross-functional teams for seamless portfolio execution • Foster a culture of excellence, colla...

Manage and grow a portfolio of High Net Worth (HNI) clients by understanding their financial goals and risk appetite. Provide expert advice on investment products including mutual funds, insurance, bonds, PMS, AIFs, and other wealth instruments. Conduct periodic reviews of client portfolios to ensure optimal asset allocation and returns. Cross-sell and upsell banking and investment products to meet client needs and achieve revenue targets. Ensure compliance with all regulatory and bank guidelines during client onboarding and transactions. Maintain regular communication with clients through meetings, calls, and portfolio reviews. Identify new HNI prospects through referrals, market research, ...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Role Overview The Manager Family Office will lead and manage all affairs of Donthi Capital Partners, including investment oversight, coordination with wealth managers, compliance management for the family's trusts and entities, banking and treasury operations, and strategic support on governance and planning. This role demands a versatile, trustworthy, and financially astute professional who can operate independently, handle confidential information, and bring structure and insight to a complex, multi-asset, multi-entity environment. Key Responsibilities 1. Investment & Wealth Management Coordinate with external wealth managers, portfolio advisors, private bankers, and investment partners. I...

Qualification: MBA/Post Graduate Experience: 15-23 years Industry: Banking BrokingNBFCFamily office The Fund Manager will be responsible for managing and overseeing equity funds. They will conduct in-depth market research and analysis, develop investment strategies, and manage portfolios to achieve financial goals aligned with the fund's objectives. The role involves risk assessment, asset allocation, performance tracking, and close collaboration with analysts and other investment professionals. Key Responsibilities: Portfolio Management Develop and implement investment strategies for fund portfolios. Monitor and adjust portfolio allocations to meet return objectives while managing risk. Mar...

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 ...

As a Senior Wealth Manager - Premium at Creddinv Technologies, your role will involve managing and growing a portfolio of High Net-Worth Individual (HNI) and Ultra HNI clients by offering personalized wealth management solutions. You will be responsible for building and maintaining strong, long-term relationships with clients through regular reviews and proactive communication. Additionally, you will conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. Managing complex family wealth, including philanthropic planning, succession planning, and risk management, will be a key part of your responsibilities. Your ability to drive new client a...

Meet the KPI’s set as per the contract & good knowledge on Licensing. Identify renewals, software licensing, and services. Follow through with vendors and end users. IT Software Asset Management data information Required Candidate profile Exp:3+ yrs loc:Bidadi- Bangalore Karnataka np: 30 Days Contact:ankitapisal@peshr.com/9004076848 Perks and benefits good in salary hikes and industry

As the primary point of contact for all IT helpdesk queries, you will be responsible for ensuring timely resolution and providing high-quality user support. Your duties will include: - Handling hardware troubleshooting. - Software installation and configuration on various platforms, with a focus on macOS. - Managing the end-to-end IT asset lifecycle, including procurement, tagging, assignment, maintenance, and disposal. Facilitating asset allocation for new joiners and ensuring efficient asset recovery during employee exits will be part of your role. You will be required to: - Coordinate with vendors for purchase orders, repairs, replacements, and warranty claims. - Organize and track asset ...

Role Overview: You will play a key role in developing a Macroeconomic module to serve as the foundation for global macro expectations. This will involve formulating perspectives on GDP growth, inflation, monetary policy, fiscal policy, and handling tasks such as data gathering, organization, and visualization. Key Responsibilities: - Lead the data and quantitative work required to build a Relative Value framework, which involves comparing various asset classes like IG, HY, MBS, Muni, ABS, Private Credit, etc. - Identify suitable data sources and optimize the process for collecting index data for relative value assessments. - Construct the framework and present evidence to showcase the effect...

Job title: Relationship Manager Terms: Permanent Requirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs / CAs, and knowledge about the Finance Industry in the assigned geography, and should seize the opportunity to develop business. He / She should have Min 2 Years experience in handling MFD / IFA / any Financial Products. About the role: 1. The candidate will be responsible for client acquisition and managing the overall client relationship. 2. Responsible for achieving the target. 3. Engaging with customers to enrich the relationships and garner higher wallet share from the client. 4. Ensure coverage of ...

Role Overview: As an Investment Advisor, you will play a crucial role in guiding clients on investment strategies, asset allocation, and risk management. Your responsibilities will include recommending tax-efficient vehicles and tailoring solutions using alternative, offshore, equity products, and GIFT City offerings. You will need to identify and mitigate risks to client wealth while also supporting family office structuring to ensure their financial well-being. Key Responsibilities: - Expand the client base and strengthen brand positioning through targeted relationship-building efforts. - Collaborate across different verticals to deliver customized investment solutions that meet the unique...

As a part of the Global Wealth Management team at UBS in Mumbai, your main role will involve supporting Portfolio Managers in managing client accounts, maintaining records, providing reconciliation and reporting of client cash & securities positions, and supporting corporate action elections, cash management & FX hedging activities. You will also be responsible for monitoring & escalation of control checks and ensuring operational issues are promptly addressed. Your responsibilities will include: - Ensuring proper records and full documentation on the lifecycle of the mandate - Providing reconciliation and reporting of Client cash & securities positions - Supporting corporate action election...

Role Overview: As the Vice President - Global Advisory India Team Lead at HSBC, you will be instrumental in collaborating with Blackrock and internal IT to develop or enhance Advisory features used by HSBC. Your expertise will be crucial in integrating relevant investment content into the Advisory process and addressing business as usual (BAU) issues from booking centers related to Global Advisory. Furthermore, you will be responsible for managing the quality of advice and the model methodology within the Advisory architecture framework, as well as improving the user interface (UI) and user experience (UX) for the advisory client journey in conjunction with other local platform teams. Key Re...

Asset Executive will maintain inventory of all IT assets and provide quarterly reports in the inventoryMaintain up-todate hardware asset database by automated manual method with information like configuration detail serial number asset cod warranty Required Candidate profile Exp:1+ yrs Male candidate Only Install New Assets Weekly Monthly and Quarterly reporting to internal management and customer as per requirement Contact:snehal@peshr.com/9137306440 Perks and benefits good in salary hikes and industry

Looking for a Head of Research (12–15 LPA, 3+ years experience) to lead mutual fund portfolio research, engage with fund managers, and deliver insights for client-centric investment strategies. Required Candidate profile Must-have: CFP + MBA (Finance/Investment), strong analytical & financial modeling skills, and excellent communication. If you’re passionate about investment research and ready to make an impact, apply

As an Associate Content Writer at Dhanvesttor, you will have the opportunity to create engaging finance content while gaining valuable insights into the Indian stock market and experiencing the real corporate world. You'll have the opportunity to explore by producing finance content for Dhanvesttors co-learning workshops, community-building activities, and monthly financial newsletters. Given Dhanvesttor's startup nature, you'll also develop your multitasking skills as you navigate various responsibilities during your tenure. - Develop a deep understanding of the needs and preferences of UHNI women - Create engaging financial literature for our co-learning workshops, seminars, and our newsle...