98 Asset Allocation Jobs

As a Manager in the Portfolio Management Services department located in Jaipur, you will play a crucial role in acquiring new clients and effectively managing their portfolios to provide them with superior investment solutions and services. Your primary goal will be to facilitate easy wealth creation for clients by offering comprehensive financial planning solutions. Key Responsibilities: - Acquire new clients and enhance engagement with existing clients through tailored financial planning solutions. - Regularly communicate with clients to share relevant information, research insights, and organizational materials. - Conduct thorough reviews of existing client portfolios, diversify them when necessary, and provide guidance accordingly. - Perform quarterly and annual reviews and analysis of clients" investment portfolios to ensure alignment with their expectations and risk profiles. - Collaborate with the product and research team to make informed investment decisions for clients. - Advise clients on various investment opportunities based on their risk profile, return expectations, asset allocation, and liquidity needs. Qualifications and Requirements: - MBA qualification - Excellent verbal and written communication skills - Minimum of 3 years of prior experience in the financial services sector, with preference given to those familiar with Capital Markets, Mutual Funds, or Financial Institutions. This position is available in both Jaipur and Mumbai, offering you the opportunity to make a significant impact in the field of portfolio management and wealth creation.,

Who are we Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment decisions with insights and automated research. Track your portfolios health, discover new stocks, and stay ahead of global investment trendswithout the guesswork. Backed by investors like July Ventures, Arora Ventures, Cadenza and HDFC, Stockal offers a secure, reliable platform to help you grow your wealth globally. Ready to invest smarter Stockal makes it easy. Role Overview: The Director of Wealth at Borderless will drive the development and expansion of Borderlesss wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals. Key Responsibilities: Strategic Leadership: Develop and implement Borderlesss wealth management strategy, aligning with the companys global investment vision. Distributor Management: Work with Borderlesss channel partners - typically large financial services companies in India - to help them bring global investing products to their clients via their relationship managers and advisors Client Advisory & Relationship Management: Serve as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, providing knowledge and logistics for global diversification of their wealth and investments. Portfolio & Investment Management: Oversee client portfolios, present global asset classes that clients may find interesting and help them make and manage investments in identified products. Market Research & Product Insights: Work with Product Research teams to stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit Borderlesss HNI clientele. Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture. Qualifications & Experience: Bachelors degree in Finance, Economics, or a related field; MBA or relevant advanced degree preferred. 8+ years of experience in wealth management, investment advisory, or financial services, with at least 3+ years in a leadership role. Strong expertise in global investment products, asset allocation, and portfolio management strategies. Demonstrated ability to build and maintain relationships with high-net-worth individuals and institutional clients. Knowledge of compliance frameworks, risk management, and regulatory standards. Professional certifications such as CFA, CFP, or equivalent are highly desirable. Excellent leadership, communication, and analytical skills. Join Our Team and Make a Global Impact - We are a growth stage start up with lots of exciting milestones ahead! At Borderless, you&aposll play a pivotal role in helping individuals and family offices in India (including NRIs) unlock unparalleled global investing opportunities. Here&aposs what makes us unique: A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest. A Collaborative and Supportive Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth, fostering an environment where collaboration thrives. Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing. Every day brings new challenges and opportunities to drive change. A Dynamic and Fun Environment: Embrace the fast-paced, exciting culture of a startup that is pushing boundaries in the fintech space. We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish. Industry-Leading Compensation: We offer an industry-best compensation package that reflects the value we place on your skills and contributions. Your hard work and dedication will be rewarded generously. Ready to be part of something transformative If you&aposre proactive and passionate about problem-solving, we&aposd love to hear from you. Please drop your CV to [HIDDEN TEXT]. Help us make global investing more accessible, exciting, and easy for everyone! Show more Show less

Qualification: CFP / NISM X-A / X-B / PG Degree in Finance Salary Expectation: In line with industry (depends on experience and role-fit; no upper limit for the right candidate) Job Description Preparation and review of customized financial plans, ensuring precision and product understanding. Monitor and update financial plans regularly with attention to detail. Coordinate with junior planners on scenario analysis and case studies tailored to clients. Engage with service providers for availability, comparison, analysis, and finalization of financial products. Set up client meetings and accompany advisory team for plan presentations and reviews. Conduct client risk profiling and understand individual requirements. Provide portfolio reviews and tailored investment recommendations. Maintain accurate records of clients and their financial plans. Stay updated on market trends, economic developments, and industry news. Work with investment advisors and client service teams to implement plans and assist clients through the process. Research financial planning trends and present findings in article format for web publication. Possess deep understanding of investment products across asset classes. Strong grasp of wealth management and asset allocation principles. Assist with financial plan queries and investment recommendations. Maintain planning and review calendars for clients. Ensure client compliance and documentation integrity. Conduct detailed research on financial products. Attend regular meetings with asset managers, fund managers, and relationship managers. Analyze and communicate macroeconomic views and market updates to the team. Share ongoing investment-related research, blogs, and updates with internal stakeholders. Must Have Excellent written and spoken English skills. Advanced proficiency in Excel and PowerPoint. Strong professional track record, ideally with reputed firms. Two references from previous employers. 35 years of relevant industry experience

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a crucial role in providing strategic direction and leadership for the Capital Markets and Wealth Management operations, ensuring alignment with the overall business objectives. Your responsibilities will include collaborating with executive leadership to develop and execute plans for optimizing wealth operations efficiency. You will articulate and tailor the value proposition based on client needs and Genpact's differentiation. Leveraging your in-depth knowledge of capital markets, you will drive innovative solutions and identify opportunities for business growth. Staying abreast of market trends, regulatory changes, and emerging technologies affecting the industry will be essential. Furthermore, you will lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement. You will harness digital tools and technologies to enhance trade operations, driving transformation by implementing automation and data analytics solutions. Collaboration for new deal processes, including solutioning, pricing, due diligence, transition, and stabilization, will be a key aspect of your role. Additionally, you will drive digital transformation initiatives within the wealth operations domain and serve as a senior partner concern point for resolving customer and internal issues. The qualifications we seek in you include proven experience in a leadership role within wealth management operations, a strong understanding of investment products and financial instruments, exposure to Global Plus Wealth Management Application, and a Bachelor's degree in finance, business administration, or a related field. You should have experience with areas of Wealth Operations such as Reconciliation, Global Trades, Domestic Trades, Asset Servicing, Asset Transition, and Statement Processing. Moreover, familiarity with financial regulations and compliance requirements relevant to wealth management operations, diverse investment strategies, wealth planning concepts, and implementing compliance frameworks within wealth management processes will be crucial. If you are a dynamic professional with the required qualifications and skills, we invite you to join us in shaping the future of wealth operations at Genpact. Job Details: - Designation: Assistant Vice President - Primary Location: India-Pune - Education Level: Bachelor's / Graduation / Equivalent - Job Posting Date: Sep 26, 2024, 8:27:15 AM - Unposting Date: Oct 26, 2024, 1:29:00 PM - Job Category: Full Time - Master Skills List: Operations,

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support product penetration through product and research assistance. To excel in this role, you should possess knowledge of various asset classes such as Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Familiarity with Wealth Management products like Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Listed Investments is essential. Understanding taxation implications for different investment products and proficiency in research and portfolio software like Morning Star, Invest well, Bloomberg is required. Your success will also be influenced by your strong analytical and interpretative skills, integrity, ability to establish trust, self-driven attitude, teamwork capabilities, networking skills, ability to work under time pressure, and adherence to deadlines. Proficiency in Excel and presentation skills is crucial from a technical perspective. The ideal candidate for this role should hold a graduate degree in any field and a postgraduate degree such as MBA or PGDM in Finance. A minimum of 5 to 10 years of experience in a relevant position is preferred.,

Job Profile : • 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 events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship record for assigned customer accounts Job requirements : • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services • MIS generation • Graduate - 4 -6 years of experience AMFI / IRDA • Post Graduate - 2 -4 years of experience AMFI / IRDA

You are an experienced and client-focused Wealth Manager with a strong background in portfolio management. As a Wealth Manager, your primary responsibility will be managing customers" portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Your key responsibilities will include serving as the primary relationship manager for assigned customers, providing holistic wealth management advice, developing customized investment portfolios aligned with each customer's financial goals, risk tolerance, and time horizon, conducting portfolio reviews and rebalancing based on market trends, performance, and changing customer needs. You will also collaborate with research teams and investment analysts to identify and implement asset allocation strategies, maintain knowledge of financial markets, economic trends, and investment products, advise customers on wealth services such as estate planning, tax optimization, and retirement planning, ensure regulatory compliance, and prepare detailed portfolio reports and investment proposals. To qualify for this role, you should have a Bachelor's degree in B.com/Finance, along with a minimum of 6 months to 2 years of experience in wealth management or private banking, demonstrating proven portfolio management skills. Relevant certifications such as NISM series and Stock markets are preferred. You should possess strong analytical, interpersonal, and communication skills, proficiency with portfolio management tools, financial planning software, and CRM platforms, and the ability to manage the complex financial needs of customers. Additionally, you should have a deep understanding of investment strategies and asset classes (equities, fixed income, alternatives, etc.), strong client relationship management and consultative selling skills, attention to detail with strong ethical standards and discretion, and be proactive, self-motivated, and results-oriented. This position requires immediate joiners only from Pune location. If you meet the qualifications and are interested in this opportunity, please drop your CV at shivangi08052025@gmail.com.,

Business Unit: Investment Division Reporting To: Director, Asset Allocation Strategy Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is Top 12 Ranked Consultant (2009-2024) in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai and has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https: / / www.russellinvestments.com . This role will involve supporting the Asset Allocation and Investment Solutions team in its drive to generate and deliver asset allocation advice for client portfolios globally. The successful candidate will have strong programming and quantitative analysis skills, ability to work with large datasets and basic investment knowledge. There is also a need to be able to communicate with broad project stakeholders. Years of Experience Suitable candidates would have 3-7 years of programming experience in a financial services or asset management company. Required qualifications include: Bachelor s or Master s degree in engineering. Proficient in Python and SQL. Must be able to pick up C#. Proficiency in object-oriented programming. 3-7 years of programming experience in financial services or asset management. Understanding of investment principles and capital markets. Excellent problem-solving capabilities and attention to detail. Strong communication skills. Ability to work collaboratively in a fast-paced environment across time zones. Preferred qualifications include: Ability to code in C# Strong quantitative skill set with the ability to analyze complex data using econometric and/or machine learning tools. Familiarity with portfolio construction, factor modeling, risk and return attribution, statistical analysis, and monte carlo simulation. Special Requirements Time zone flexibility to work with colleagues based in Russell s different locations globally. Responsibilities Data management and process development programming support for the asset allocation and investment solutions team. Develop tools that allow investment advisors to see the impact of asset allocation under different market environments and tax treatments. Run and maintain quantitative models and tools linked to capital market forecasting, portfolio and performance analysis and attribution reporting. Conduct research on asset allocation topics. Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of management. Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines. Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. Highly resourceful and collaborative team-player, with the ability to also be independently effective. Exemplifies our customer-focused, action-oriented, results-driven culture. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.

Join our dynamic team as a Goals-based Planning Analyst, where youll leverage J. P. Morgans cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If youre passionate about financial planning and eager to make a meaningful impact, we want to hear from you! As an Analyst in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to master sophisticated financial concepts and tools, while providing ongoing support to advisor teams in complex client situations. Job Responsibilities Master J. P. Morgans wealth planning tools and concepts, including goals-based planning, multi asset allocation, cash flows, tax considerations, and currency references. Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based planning conversations. Create tailored analyses for unique and complex client situations, ensuring that each clients specific needs and goals are addressed with precision and creativity. Manage and update PowerPoint templates for tools, client situations, and case studies, ensuring that advisor teams have access to the most relevant and effective resources. Support the upkeep of goals-based planning tools and associated materials. Required Qualifications, Capabilities, and Skills Bachelors degree from a top university, in a quantitative discipline such as finance, economics, statistics, mathematics, or a related field. Foundational understanding of different asset classes (equities, fixed income, and alternatives) and portfolio construction process. Foundational understanding of Portfolio Analytics (Risk/Return parameters). Effective communication skills. Excellent computer skills, including Excel and PowerPoint. 2+ years of experience in the financial services industry. Preferred Qualifications, Capabilities, and Skills Progress toward the CFA or CFP designation is a plus. Join our dynamic team as a Goals-based Planning Analyst, where youll leverage J. P. Morgans cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If youre passionate about financial planning and eager to make a meaningful impact, we want to hear from you! As an Analyst in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to master sophisticated financial concepts and tools, while providing ongoing support to advisor teams in complex client situations. Job Responsibilities Master J. P. Morgans wealth planning tools and concepts, including goals-based planning, multi asset allocation, cash flows, tax considerations, and currency references. Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based planning conversations. Create tailored analyses for unique and complex client situations, ensuring that each clients specific needs and goals are addressed with precision and creativity. Manage and update PowerPoint templates for tools, client situations, and case studies, ensuring that advisor teams have access to the most relevant and effective resources. Support the upkeep of goals-based planning tools and associated materials. Required Qualifications, Capabilities, and Skills Bachelors degree from a top university, in a quantitative discipline such as finance, economics, statistics, mathematics, or a related field. Foundational understanding of different asset classes (equities, fixed income, and alternatives) and portfolio construction process. Foundational understanding of Portfolio Analytics (Risk/Return parameters). Effective communication skills. Excellent computer skills, including Excel and PowerPoint. 2+ years of experience in the financial services industry. Preferred Qualifications, Capabilities, and Skills Progress toward the CFA or CFP designation is a plus.

As the Director of Wealth at Borderless, your primary responsibility will be to drive the development and expansion of the Borderless wealth management division. This role entails ensuring the delivery of high-quality investment solutions and client-centric financial planning services. To excel in this position, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you will be leading a team of relationship professionals, guiding and supporting them in their roles. Your key responsibilities will include: - Strategic Leadership: Develop and implement a wealth management strategy that aligns with Borderless" global investment vision. - Distributor Management: Collaborate with Borderless channel partners, typically large financial services companies in India, to facilitate the introduction of global investing products to their clients through relationship managers and advisors. - Client Advisory & Relationship Management: Act as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, offering expertise on global wealth diversification and investment opportunities. - Portfolio & Investment Management: Supervise client portfolios, introduce them to global asset classes, and assist in making and managing investments in identified products. - Market Research & Product Insights: Work closely with Product Research teams to anticipate global market trends, regulatory changes, and emerging investment opportunities. This will involve curating unique global products tailored to Borderless" HNI clientele. - Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a culture of high performance and professional growth. To be considered for this role, you should meet the following requirements: - Hold a Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is preferred. - Have at least 8 years of experience in wealth management, investment advisory, or financial services, with a minimum of 3 years in a leadership position. - Possess strong expertise in global investment products, asset allocation, and portfolio management strategies. - Demonstrate a proven track record of building and maintaining relationships with high-net-worth individuals and institutional clients. - Exhibit knowledge of compliance frameworks, risk management, and regulatory standards. - Hold professional certifications such as CFA, CFP, or equivalent, which are highly desirable. - Showcase excellent leadership, communication, and analytical skills. This job opportunity was posted by Nayana K from Stockal.,

You will be responsible for generating new business to achieve defined sales targets. Developing and maintaining solid relationships with company stakeholders and customers will be a crucial part of your role. Analyzing customer feedback data to assess their satisfaction with company products and services will help in improving overall customer experience. Your insights into product development and competitive positioning will guide the company towards successful strategies. By analyzing financial data, you will be able to develop effective cost-reduction strategies and increase company profits. Market research will be essential to identify new business opportunities and collaborating with company executives to pursue these opportunities in a cost-effective manner. Meeting with potential investors to present company offerings and negotiate business deals will be one of your key responsibilities. Building and deepening relationships with new Wealth Customers to increase share of wallet and revenues is vital. You are required to have complete knowledge of the customer base in terms of profile, demographics, psychographics, and assets in the Nidhi Company and other places. Managing client portfolios, keeping client plans up-to-date, analyzing client portfolios, and making necessary suggestions will be part of your comprehensive financial planning duties. You will advise clients on investment products and services across asset classes and procure potential/target clients through networking, database, market analysis, and references. Your role will also involve achieving financial goals and maintaining the organization's brand value. As a Branch Relationship Manager, proficiency in Microsoft Office applications, the ability to travel as needed, and working in a fast-paced environment are essential. You should possess excellent analytical, problem-solving, and management skills along with exceptional negotiation, decision-making, and communication skills. Strong business acumen is required to ensure that monthly targets are met consistently.,

Key Responsibilities: Asset Tracking and Management: Maintaining an accurate inventory of all IT assets, including hardware, software, and related agreements. Lifecycle Management: Managing the entire lifecycle of IT assets, from procurement to retirement, including tracking, maintenance, and upgrades. Licensing and Compliance: Ensuring that all software assets are properly licensed and that the organization is compliant with licensing agreements. Cost Optimization: Identifying opportunities to optimize asset utilization, reduce costs, and minimize waste. Vendor Management: Working with vendors for procurement, maintenance, and support of IT assets. Policy and Procedure Development: Developing and implementing asset management policies and procedures to ensure efficient and effective management of IT assets. Reporting and Analysis: Providing regular reports on asset inventory, utilization, and compliance to management. Collaboration: Working with various teams (IT, procurement, finance, etc.) to align asset management with business goals. Skills and Qualifications: Technical Proficiency: Understanding of IT hardware and software, including knowledge of asset management tools and systems. Organizational Skills: Ability to manage a large inventory of assets and maintain accurate records. Analytical Skills: Ability to analyze data, identify trends, and make recommendations for asset optimization. Communication Skills: Ability to communicate effectively with various stakeholders, including vendors, IT staff, and management. Financial Acumen: Understanding of IT costs, budgeting, and financial management. Problem-Solving Skills: Ability to identify and resolve asset-related issues. Education and Experience: A bachelor's degree in a related field (e.g., computer science, information technology) is generally required. Industry certifications in IT Asset Management (e.g., from IAM or IAITAM) are often preferred. Experience in IT asset management or a related field is typically required.

Job Summary: We are looking for a skilled and detail-oriented System Engineer/Administrator to manage, monitor, and enhance our IT infrastructure. The ideal candidate will be responsible for installing, configuring, testing, and maintaining operating systems, application software, and system management tools to ensure high levels of availability and performance. Key Responsibilities: Install, configure, and maintain servers (Windows/Linux) and system software. Monitor system performance and ensure uptime and reliability. Troubleshoot and resolve hardware, software, and networking issues. Manage user accounts, permissions, and access controls. Basic knowledge of IT Infra devices i.e. Systems, Servers, Switches, AP, IT Accessories how to manage and configure. Asset management experience how to manage the Infra devices, allocation process, formatting, configuration. Communication Skills understand the user queries and able to coordinate with vendors and OEM HP, Dell, Lenovo) for case log and describe the hardware issues. Basic knowledge of Excel formulas and mailing written skills to describe the queries and accordingly response. Interested Candidates can share their resume on : omkar.mishra@m1xchange.com

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. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of peers and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 2-3 years experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail 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 Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. 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. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. What is in it for you Opportunity to be a part of worlds leading insurance broker and risk management company with client in over 130 countries with over 80,000 people , Corporate Social Responsibility, and Sustainability A competitive salary, employee friendly policies, health care and insurance for you and dependents A respectful work environment that values healthy work-life balance Future career opportunities across a global organization to perform and grow Chance to be a part of a dynamic work culture that rewards innovation and collaboration Curated training programs with enhancing skills and building knowledge opportunity We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of Analysts and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail 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 Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1-2 years experience overall Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines About Mercer At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers. Were in the business of creating more secure and rewarding futures for our clients and their employees For more than 80 years, weve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, weve been united in our mission of enabling people around the globe to live, work, and retire well. Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Looking for Preferred RM Head for Mumbai location. Job Description for Preferred RM Head: SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, 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 execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must. Overall experience of around 9-12 years in the desired role with team management experience of min 3-4 years. Should have stability of minimum tenure of 3-4 years in the current organization. Team managing and handling in the current experience is a must. Should have own set of Client relationships and AUM and also the team client relationships. ROLES & RESPONSIBILITIES : - Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. Planning and achieving self and team sales targets through the defined Wealth Management products. The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 1 Cr & above clients). Maintaining client relationships and generate AUM from Preferred clients. Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team. Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process. Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team. To conduct and assist in organizing seminars, workshops and other business development activities. If you are interested please share your profile on pushpajaiswar@rathi.com or call on 9920799578 for further discussion on the same . Regards Pushpa Jaiswar Human Resource Anandrathi Group

About the Role: We are looking for a proactive and detail-oriented Operations Executive Investment Support with hands-on experience in mutual fund back-office operations . This is a critical role within our operations team, where you'll be responsible for ensuring smooth execution of client transactions, documentation, compliance, and coordination with internal and external stakeholders. Key Responsibilities: Handle end-to-end client onboarding including KYC verification, FATCA compliance, and documentation across mutual fund platforms. Execute and monitor Mutual Fund/SIP/Insurance transactions based on client instructions with accuracy and timeliness. Coordinate with clients and Relationship Managers to collect documentation, resolve queries, and ensure smooth transaction flow. Maintain and update internal trackers, MIS reports , and dashboards using Excel/Google Sheets. Liaise with AMCs, RTAs , platform partners to ensure timely execution and reconciliation. Monitor and report on investment transactions, redemptions, and client communications. Ensure adherence to regulatory requirements and internal compliance processes. Assist in audits, internal reporting, and operational enhancements. Requirements: Graduate in any stream; finance background preferred. 3-5 years of experience in Mutual Fund or Wealth Management Operations is mandatory . Familiarity with transaction platforms (BSE StAR, NSE NMF, NJ, etc.) and AMC coordination. Proficiency in MS Excel, Google Sheets , and use of CRM or back-office software. Strong attention to detail, time management, and multitasking skills. Excellent communication skills and ability to coordinate across teams and clients. Why Join Us? Be part of a growing and client-focused wealth management team. Exposure to end-to-end mutual fund operations and financial services workflow. Work in a collaborative and supportive environment with growth opportunities. Gain hands-on experience with top AMCs, fintech platforms, and evolving industry practices.

Ensuring maintenance of adequate stock of security items, passbooks and various forms required for deposits & advances and other transactions.cash management, tallying of cash with reports in system, maintenance of registers for cash transactions etc

As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role will involve leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. You will develop and implement the overall equity investment strategy, identify market trends, new investment opportunities, and risk management strategies. It will be crucial for you to ensure alignment with the organization's financial goals and objectives. In terms of portfolio and investment management, you will oversee equity trading and portfolio management for clients and the firm. Your responsibilities will include developing customized investment solutions based on market research and analysis, as well as ensuring optimal asset allocation and risk-adjusted returns. You will lead a team of analysts to conduct fundamental and technical research, keeping up to date with market trends, economic reports, and financial news. Your role will also involve providing investment recommendations based on in-depth market analysis. In terms of client and stakeholder management, you will work closely with HNIs, institutional clients, and key stakeholders to manage investments. Providing advisory services, performance updates, and investment insights will be key to ensuring high levels of client satisfaction and relationship management. Ensuring compliance with SEBI and other regulatory authorities will be essential. You will need to stay updated on market regulations, exchange rules, and company policies, as well as implement risk management and governance best practices. Building and mentoring a high-performing equity research and trading team will be part of your responsibilities. Conducting training sessions to enhance team knowledge and market expertise, as well as encouraging innovation and a data-driven investment approach, will be crucial for team leadership and development. Key Requirements: - Education: MBA (Finance) / CFA / CA or equivalent qualification. - Experience: 8-15 years of experience in equity markets, broking, or investment management. - Skills: - Strong knowledge of equity markets, investment strategies, and financial modelling. - Expertise in portfolio management, risk analysis, and asset allocation. - Strong leadership, decision-making, and client relationship skills. - Proficiency in Bloomberg, Reuters, and other market research tools.,

About the Opportunity Job TypeApplication 19 July 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

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 new 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.

As the Director of Wealth at Borderless, you will be responsible for driving the development and expansion of the Borderless wealth management division. Your main focus will be on ensuring high-quality investment solutions and client-centric financial planning. To excel in this role, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you should have the ability to lead a team of relationship professionals effectively. Your key responsibilities will include: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Management: Collaborate with Borderless channel partners, typically large financial services companies in India, to assist them in offering global investing products to their clients through their relationship managers and advisors. - Client Advisory & Relationship Management: Act as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, providing expertise and guidance on global diversification of their wealth and investments. - Portfolio & Investment Management: Oversee client portfolios, introduce global asset classes of interest to clients, and assist them in making and managing investments in identified products. - Market Research & Product Insights: Partner with Product Research teams to stay informed about global market trends, regulatory changes, and emerging investment opportunities. This will enable you to discover and curate unique global products tailored to Borderless HNI clientele. - Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a culture of high performance. To be considered for this role, you should meet the following requirements: - Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is preferred. - Minimum of 8 years of experience in wealth management, investment advisory, or financial services, with at least 3 years in a leadership position. - Strong expertise in global investment products, asset allocation, and portfolio management strategies. - Proven ability to establish and maintain relationships with high-net-worth individuals and institutional clients. - Familiarity with compliance frameworks, risk management, and regulatory standards. - Professional certifications such as CFA, CFP, or equivalent are highly desirable. - Excellent leadership, communication, and analytical skills are essential for success in this role. This job opportunity was posted by Nayana K from Stockal.,

As a part of India's Largest Tech-Enabled Celebrity Engagement Platform, you will play a crucial role in office coordination and maintenance. This includes overseeing office facilities such as water, AC, electricity, and furniture, as well as ensuring cleanliness. You will be responsible for communicating with vendors like cleaners and electricians to ensure timely services and coordinate with the building/society management on security and maintenance issues. In your role, you will have the opportunity to directly engage with the founders, assisting in office needs, meeting schedules, and travel arrangements. Additionally, you will provide basic IT support for laptops, phones, and internet, and maintain office tech equipment to ensure smooth operations. Managing inventory, ordering supplies, and tracking deliveries will be part of your responsibilities for stationery and supplies management. You will also oversee document printing, coordinate for meetings, and ensure the functionality of printers/copiers. Allocating and tracking office assets such as laptops, phones, and chargers, while maintaining accurate records, will be crucial for efficient operations. You will be responsible for booking travel arrangements including flights, trains, and hotels, and coordinating with agencies for bookings. Managing employee ID card allocation and office access will also fall under your purview. Additionally, you will handle vendor invoice coordination, track office-related expenses, manage petty cash, and assist in reporting. Coordinating logistics and courier services, managing deliveries, coordinating with couriers such as We Fast and Porter, and tracking office packages will be essential tasks. You will also be responsible for creating a reimbursement folder each month, checking proof, and calculations, as well as assisting in the interview process by providing candidates with interview forms. If you are someone who thrives in dynamic environments and wants to be part of a game-changing platform revolutionizing the celebrity engagement industry, Tring is the place for you. Join us to work alongside a vibrant team, collaborate with renowned brands and personalities, and shape the future of marketing with direct access to A-list celebrities.,

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 portfoliosJob 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

You will be responsible for providing VIP support to key executives including CEO, CIO, CFO, VPs, and others at customer locations with regards to IT issues and requirements. This includes coordinating and assisting VIP users in resolving any IT-related issues they may face. Your duties will also involve managing Video Conferencing units at the Board room and Executive Suites, as well as serving as the IT Single Point of Contact (SPOC) for Quarterly board of Directors meetings for business purposes. You should possess a good understanding of Microsoft products such as Windows, MS Office, and Outlook, along with basic knowledge of Microsoft 365 Suite. Additionally, you will be required to analyze hardware issues and collaborate with vendors to resolve them effectively. In this role, you will oversee Mobile Device Management, including Configuration on Demand (CoD) and User on Demand (UoD), as well as device leasing and asset allocation. Moreover, you will be responsible for policy alignment, report management for CEO's office and home, and handling MDM for iPhone and iPad gadgets. Your responsibilities will also include setting up meeting rooms for Video conferences and other presentations, providing AV setup support for Town hall Meetings, and demonstrating basic knowledge of networking. Strong communication skills, with proficiency in Hindi being an added advantage, are essential for effective coordination with vendors and managing collaboration tools like Cisco Webex and MS Teams. Furthermore, you will be expected to have product knowledge of Video Conferencing equipment from a connectivity perspective, particularly Polycom and Cisco systems. The role requires you to work onsite in Chennai from Monday to Friday, with working hours from 7.40 AM to 5.00 PM. Please note that the client will provide transport and food as part of the prerequisites for this position.,