161 Asset Allocation Jobs - Page 2

As an Equity Head in our organization based in Ahmedabad, you will play a crucial role in leading the equity investment strategy and managing portfolios for clients and the firm. With a minimum of 8+ years of experience in equity markets, broking, or investment management, you will have the opportunity to drive strategic leadership and ensure alignment with the organization's financial objectives. Your responsibilities will include developing and implementing the overall equity investment strategy, identifying new investment opportunities, and overseeing equity trading. You will lead a team of analysts to conduct research, stay updated with market trends, and provide investment recommendatio...

The role is based out of Mumbai and will support a variety of financial planning activities for the Wealth Strategies & Planning Tools (WSPT), a team within the Financial Planning organization of Morgan Stanley's Global Investment Office dedicated to Wealth Management's ultra-high net-worth and institutional clientele. The team has two mandates: providing clients and prospective clients with solutions that bridge their planning and investment decisions as well as supporting those solutions with quantitative analyses illustrating the tradeoffs of various strategies, and building and supporting a toolset accessible by financial advisor teams allowing them to create analyses with their own deri...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! This position would be part of the Center of Excellence (CoE) for Investment Compliance and provide necessary assistance to Global Investment Compliance (IC) function from the Hyderabad office. The role would...

Job description Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Assistant Vice President Advisory Specialist Business:Wealth & Personal Banking Principal responsibilities Interface closely with Blac...

Investment, asset manager, real estate market in India. Drive the investments portfolio for REIT & Investment Trust Analyzing, structuring, negotiating, recommending and when approved, close new deals Undertake annual asset planning & performance

The role of People Ops & Culture Intern at Grexa AI in Vashi, Navi Mumbai is a unique opportunity to contribute to shaping employee experiences within the organization. In this hands-on role, you will be instrumental in various aspects of employee engagement, wellness, and culture initiatives. Collaborating with HR, Admin, and Leadership, you will play a key role in ensuring a productive, fun, and inspiring workplace environment. Your responsibilities will include planning and executing employee engagement activities, coordinating preboarding and onboarding processes, supporting training sessions for new hires, assisting in employer branding content creation, maintaining HRIS data and compli...

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. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team 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 ...

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 d...

We are looking to hire a candidate in the Performance Reporting Team 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 Glo...

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. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team 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 ...

We are looking to hire a Senior Manager in the Performance Reporting Team 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 th...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with ex...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with ex...

AVC:SKY - Investment Specialist Business:Retail Banking Department: Axis Virtual Center About Axis Virtual Center Axis Virtual Center engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementatio...

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:RIC Is a Team leaderNTeam Size:-NA Grade:SM/AVP/VP Business:Retail BankingDepartment: Affluent BusinessSub-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 touch-poi...

Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 13000+ crs of their assets. Why are we buil...

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve busine...

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve busine...

Key Responsibilities: Maintain an up-to-date inventory of all company IT assets, including hardware and software. Monitor asset usage, track movements, and ensure compliance with company policies. Generate regular reports on asset status, allocation, and availability. Assist in procurement, disposal, and renewal of IT equipment. Maintain proper documentation and update asset records in the system.

We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients. Responsibilities: Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds. Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Capital formation and Insurance analysts and provide relevant information as needed. Assist in v...

Job description Role & responsibilities 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) ...

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 ...

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 ...

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 ...

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 Relationshi...