290 Asset Allocation Jobs

Role Overview: As a Branch Relationship Manager, your primary responsibility will be to generate new business and achieve defined sales targets. You will be required to develop and sustain solid relationships with company stakeholders and customers. Analyzing customer feedback data to ensure customer satisfaction and providing insights into product development and competitive positioning will also be part of your role. Additionally, you will be responsible for analyzing financial data, developing cost-effective strategies, and conducting market research to identify new business opportunities. Collaborating with company executives to pursue new business opportunities and meeting potential inv...

Role Description :As a Software Engineer - Data Reporting Services at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving P...

Portfolio Manager (Equities & International Investments) The Portfolio Manager is responsible for managing and optimizing investments across domestic listed equities and international markets. The role focuses on research, risk management, asset allocation, and disciplined execution of investment strategies to achieve superior risk-adjusted returns. Key Responsibilities 1. Investment Strategy & Asset Allocation Develop and implement investment strategies for Indian Listed equity and international portfolios. Allocate capital across sectors, asset classes, and geographies based on risk-return objectives. Periodically rebalance portfolios to maintain strategic allocation. 2. Market Research & ...

Company Description InCred Premier is committed to empowering affluent customers across India by providing a wide range of financial products and services that help grow and protect their wealth. We focus on delivering personalized solutions tailored to the unique financial goals of our clients, including investments in Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Bonds, and more. Our open architecture platform allows clients to seamlessly manage their finances while accessing real-time insights, portfolio analysis, and asset allocation recommendations. With a strong commitment to customer service, we prioritize building long-term relationships and...

About the role: This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA. We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big corporates, investment houses, CVCs, financial advisors etc. to support their investment decisions through financial modeling, investment research, and portfolio analysis. This role involves evaluating investment opportunities, monitoring financial performance, and providing recommendations to optimize returns. The ideal candidate will have...

Grade Level (for internal use): 12 Department overview: S&P EDM provides Enterprise Data Management Solutions for Banks, Asset Managers, Hedge Funds, Insurance companies, Software companies and Treasury functions in large institutions. With offices in Dallas, Boston, New York, London, Manchester, Luxembourg, Hong Kong, and Sydney, Markit EDM has a global reach and increasingly clients require some work to be done remotely. The EDM Warehouse component provides customers with the option to leverage, a predefined enterprise data model as part of its deployment. The EDM Warehouse is packaged with a library of inbound data services that allows users to populate either the entire enterprise model ...

Job Description 1) Managing IT asset inventory. 2) Tracking Purchase Request and Purchase Order till asset deliver to respective locations 3) Resolved asset related queries raise by customers 4) Handle close business handover process from IT asset management end 5) Coordinate with Users for Asset reconciliation. 6) Coordinate with the HR team for allotting, clearance, and recovery of IT. 7) Maintain and share various reports Weekly/Monthly & Quarterly with client. 8) Refreshment Assets list / End of life assets list. 9) Maintain and share monthly IT asset management report. 10) Expired IT Asset Disposal process And End of Life asset scrap process. 11) Creation of gate pass for asset Inward/O...

Role Overview: As a Financial Advisor at FINTOO, you will play a crucial role in providing personalized financial advice and guidance to clients. Your deep understanding of financial markets and financial planning theories will be essential in developing investment strategies, asset allocation, and debt restructuring to help clients achieve their financial goals. Key Responsibilities: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services, including ESOP diversification, investment recommendations, and tax-efficient planning. - Create, review, and optimize financial plans tailored to each client...

As an ideal candidate for this role, you will be responsible for the following key responsibilities: - Managing the end-to-end onboarding process, including documentation, induction, system access, and orientation for new joiners. - Coordinating with IT/Admin for asset allocation and system setup for new employees. - Facilitating smooth exit processes such as full and final settlement, exit interviews, and clearance formalities. - Maintaining accurate records for all joiners and leavers. - Tracking daily attendance, leaves, and work hours using HRIS/biometric systems. - Handling queries related to salary, deductions, reimbursements, and attendance. - Ensuring compliance with statutory deduct...

As a Relationship manager, the person will be responsible for acquiring and maintaining client relationships. The key attributes of the job would be to build AUAs leading to higher fees and profitability to the business. Key Responsibilities Serve as a trusted financial consultant to high net worth individuals, family offices and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment objectives Build portfolios that adhere to the defined investment framework through appropriate asset allocation and product sui...

Job Responsibilities __________________________________________________________________________________ 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 ...

As an Executive Asset Management at Adhiparasakthi Hospitals in Melmaruvathur, your role will involve managing and maintaining the hospital's assets, overseeing asset allocation, and ensuring efficient utilization of resources. Key Responsibilities: - Managing and maintaining hospital assets - Overseeing asset allocation - Ensuring efficient utilization of resources Qualifications Required: - Asset Management and Allocation skills - Experience in overseeing and maintaining hospital assets - Knowledge of resource utilization and efficiency - Strong analytical and problem-solving skills - Excellent organizational and decision-making abilities - Bachelor's degree in Business Administration, Hea...

Quantitative Analytics, Quant Research, Calculation Services- Mumbai The Group : Morningstar s Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors interests is the ...

Do you want to be a part of the fascinating story of over 500 iconic brands spanning across more than 100 countries Being the best beer company starts with finding the best people. While we have big brands, we have bigger opportunities as well. AB InBev India is looking to hire Area Sales Manager for Commercial Team based out of Uttar Pradesh. Primary Purpose of the role Responsible for executing the sales strategies and plans to achieve sales and market share, growth targets for the new categories. Also responsible for supporting local level marketing initiatives, ensuring timely collections for own area and maximize the allocated budget and discount structure to achieve targets. Key Tasks ...

IT Hardware asset management Inventory and tracking: Maintain an accurate and detailed database of all IT assets and track them throughout their lifecycle. Lifecycle management: Oversee the entire lifecycle of all IT assets (hardware, software, licenses) MS Excel Knowledge Good communication and vendor coordination skills Customer Service Females are preferred Exp - 6months Location - Noida Interested resources can share resumes to Varsha.easwaran@3i-Infotech.com

Looking for a skilled Relationship Manager to join our team in Chandigarh. The ideal candidate will have a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and implement effective relationship management strategies to drive business growth. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and develop plans to pursue them. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead of the curve. Provide exceptional customer service and support to clients. Job Requirements Proven experience in relationship man...

Role Description As a Senior Data Reporting Services Specialist at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Proc...

1. Portfolio Management: Assist in the development and implementation of reporting strategies. Monitor and manage asset portfolios to meet the company s objectives and risk profile. Analyze and provide recommendations for asset acquisition, disposition, or reallocation. 2. Asset Valuation and Risk Management: Perform regular assessments and valuations of assets to ensure they are accurately accounted for. Evaluate and assess risk factors associated with different asset classes. Develop risk mitigation strategies and implement asset management policies. 3. Reporting & Analysis: Prepare and present detailed reports on asset performance, including risk level and compliance with regulations. Tra...

About The Role Skill required: Insurance Services - Business Intelligence (BI) Reporting Tools Designation: Delivery Lead Senior Manager Qualifications: Any Graduation Years of Experience: 16 to 25 years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operatin...

Role Overview: 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. Key Responsibilities: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Management...

The Finance team provides a broad range of timely, accurate, relevant, and objective financial information, advice, and services to its business partners, while adhering to the highest professional and ethical standards. The Finance team offers a dynamic environment where individuals can learn at a fast pace, and are rewarded with challenging opportunities both within Finance and across the Firm. To succeed in this role you must Be comfortable leading technical accounting projects, such as new accounting procurements and innovation in process development and reengineering Be able to take responsibility for monthly close process/ procedures including process control documentation and providin...

As a Product & Research Analyst at Wise FinServ, you will play a crucial role in supporting investment research, financial planning, retirement strategies, and portfolio analysis. Your strong analytical capabilities and understanding of financial markets will be key in transforming data into actionable insights for the benefit of our clients. Key Responsibilities: - Conduct detailed research on various financial instruments including mutual funds, equities, debt instruments, and wealth management products. - Track macroeconomic trends, market movements, and regulatory developments affecting the capital market. - Prepare research reports, market updates, and thematic insights for both interna...

The incumbent will lead the IT function of a growing real estate developer, responsible for defining and executing the 3-4 year IT roadmap. The role combines hands-on technical leadership with strategic planning to align technology infrastructure, ERP systems, and digital transformation initiatives with the company's business goals. Key Responsibilities: Define and implement the IT architecture and roadmap for the group covering infrastructure, applications, and cybersecurity. Lead the evaluation and implementation of ERP/CRM systems (preferably SAP, FarVision, or similar real estate CRMs). Oversee cloud migration , data warehousing, and business analytics platforms. Establish robust IT gove...

As an Account Manager (AM) at our firm, your role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Financial Planning, Portfolio Strategy, and Reporting: - Assist the RM in creating financial plans for clients and reporting the portfolio performance regularly. - Highlight variances between the actual portfolio and the strategic plan, providing actionable insights to align the portfolio accordingly. - Identifying opportunities within the client's existing portfolio based on product team recommendations across various asset classes. - Support the RM in business development by acquiring a database of prospective...

Company Description Dvara Kshetriya Gramin Financial Services Private Limited (Dvara KGFS) is a leading non-banking financial company (NBFC) focused on providing financial services to low-income households and small businesses in rural India. Established in 2008, the company caters to customers through a customer-centric approach, offering a wide range of financial products including savings, credit, insurance, and investment services. With a presence in 10 Indian states, 390 branches, and a dedicated workforce of over 2,800 employees, Dvara KGFS is committed to fostering sustainable livelihoods and advancing socio-economic development in underserved communities. The organization continuousl...