214 Asset Allocation Jobs - Page 2

Role - Group CIO Location - Ahmedabad (On-Site) Reports to - Managing Director Qualification - Preferred CA/CPA Compensation - Best in the Market (Decent Hike on the Current) Major KRA - Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the Investment Committee & Director. Manage the investment portfolio of the Family Group, ensuring alignment with strategic objectives and risk tolerance. Present investment opportunities to the investment committee for effective decision-making. Will be responsible for the continual review of investments, managing the Family Group & investment portfolio , and actively engaging with indus...

Job Role: We are looking for a dedicated IT Executive to join our team on a contract basis. The ideal candidate will be responsible for providing comprehensive IT support and ensuring smooth day-to-day operations across hardware, software, and user support. Key Responsibilities: Manage and resolve IT support tickets in a timely manner. Provide end-user support and handle user queries effectively. Oversee IT asset inventory and ensure proper management. Install, configure, and manage software applications. Deliver IT support via email, phone, and chat. Troubleshoot and resolve hardware-related issues. Troubleshoot and resolve software/application issues. Handle escalations and ensure proper r...

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...

You are seeking a highly experienced Senior Client Partner Private Wealth to join a dynamic team with a proven track record in Private Wealth Management or Private Banking. Your expertise lies in managing and growing high-net-worth (HNW) client portfolios. - Acquire, manage, and grow an AUM portfolio by providing tailored wealth management solutions to HNW and UHNW clients. - Develop and execute strategies to deepen client relationships and maximize revenue potential. - Offer comprehensive financial advisory services, including asset allocation, investment planning, and portfolio management. - Collaborate with internal investment teams, research analysts, and product specialists to deliver b...

RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking 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 cus...

RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking 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 cus...

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 Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...

Role Overview: - Generate new business to achieve defined sales targets. - Develop and sustain solid relationships with company stakeholders and customers. - Analyze customer feedback data to determine satisfaction with company products and services. - Provide insight into product development and competitive positioning. - Analyze financial data and develop effective strategies to reduce business costs and increase company profits. - Conduct market research to identify new business opportunities. - Collaborate with company executives to determine the most viable, cost-effective approach to pursue new business opportunities. - Meet with potential investors to present company offerings and neg...

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 and founded 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...

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...

Role & responsibilities 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. 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...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF 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 Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

As an Account Manager (AM) at our company, your main role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Assist the RM in creating financial plans for clients, ensuring alignment with their goals. - Regularly report on portfolio performance, asset allocation, and IRR. - Identify opportunities within client portfolios based on product team recommendations. - Support the RM in business development by acquiring prospective clients and maintaining referral databases. - Handle documentation such as MF transactions, SPs transactions, and account openings. - Address client queries effectively. **Key Responsibiliti...

As an Account Manager (AM) supporting the Relationship Manager (RM) in maintaining and building the RM wealth management business, your role involves the following key responsibilities: - Financial Planning, Portfolio Strategy, and Reporting: - Assisting the RM in creating financial plans for clients based on their requirements and our 2-point strategy through a 6-step process. - Regularly reporting the portfolio performance, highlighting asset allocation and IRR. - Identifying and addressing variations between clients" actual portfolios and the strategic plan. - Identifying Opportunities within Clients" Portfolios: - Evaluating opportunities based on recommendations from the product team ac...

Role Overview: As an Executive Asset Management at Adhiparasakthi Hospitals in Melmaruvathur, your main responsibility will be managing and maintaining the hospital's assets. You will oversee asset allocation and ensure efficient utilization of resources to support the hospital's operations effectively. Key Responsibilities: - Manage and maintain the hospital's assets - Oversee asset allocation to different departments - Ensure efficient utilization of hospital resources - Analyze asset performance and recommend improvements - Collaborate with different departments to understand asset needs - Develop asset management strategies to optimize resource allocation Qualifications Required: - Asset...

As an HR Operations Specialist, you will play a crucial role in managing various HR functions within the organization. Your responsibilities will include: - Managing the end-to-end onboarding process which involves documentation, induction, system access, and orientation for new employees. - Coordinating with IT/Admin for asset allocation and system setup for new joiners. - Facilitating smooth exit processes including 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,...

Relationship Manager to take full ownership of his/her client portfolios. Acquire new Wealth HNI clients (RV of 5 cr 300 cr), identify their needs and showcase offerings as per their asset allocation & requirements. Cross-sell products and services to clients by collaborating more within other divisions of the group through effective introductions. Products profile include MF, PMS Scheme, Banking and related products. Deliver Targets as per KRA s. 5-8 years of experience in financial & banking industry with relevant experience in investment advisory Teamwork and Collaboration Post-graduate qualification would be preferred Ability to initiate and hold interactions with HNI Clients and deepen ...

Unit Manager - IT / Senior Unit Manager - IT - About The Role Unit Manager - IT / Senior Unit Manager - IT Job Purpose This position is open with Bajaj Finserv Ltd. Duties and Responsibilities Implement standardized processes and innovative ways to manage IT end user asset management. Ensure continuous service availability in key areasasset delivery in upcoming branches, and timely allocation of assets to new joiners as per policy. Oversee IT asset procurement, delivery, and compliance framework. Manage key vendor and team relationships to ensure consistent performance against established service level agreements. Conduct monthly reporting and reviews with service providers. Ensure clear and...

Role Overview: As a Financial Advisor at FINTOO, you will play a crucial role in providing personalized financial advice and guidance to clients. Your responsibilities will include developing investment strategies, asset allocation, and debt restructuring. You will have the opportunity to engage with clients, analyze market trends, and contribute to the growth of the business. Key Responsibilities: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services such as ESOP diversification, investment recommendations, and tax-efficient planning. - Create, review, and optimize financial plans tailored to ...

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 an...

We will count on you to : Take charge of the imminent delivery workflow coming in to IC Driving new business initiatives that are combination of research and delivery specs as known at the moment Stakeholder management Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations. Liaising with wider operational, portfolio management and consulting teams across Mercer, ...

Role & Responsibilities: Conduct fundamental research on equities, sectors, and mutual funds . Analyse company financial statements, balance sheets, cash flows, and earnings reports . Prepare valuation models (DCF, comparables, ratios) for stock recommendations. Track macroeconomic indicators, interest rates, and policy changes affecting investments. Evaluate mutual fund schemes (equity, debt, hybrid) and prepare comparative analysis. Provide inputs on asset allocation and portfolio construction for client portfolios. Write research reports, stock notes, and fund recommendations for internal and client use. Work closely with advisory team to align research with client financial goals. Prefer...

Role Overview We are seeking a highly motivated and skilled Relationship Manager to join our Digital Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency...

Mobile solutions & technologies, Open API platform and solutions, Agile Application development & support, Collaborative Digital Platforms, Cloud solutions, Software, middleware and/or hardware licensing issues, preparation of Test Plan, Artificial Intelligence, Big Data Analytics, Distributed, Ledger, Drones, AR/VR, IoT, Quantum,5G , Metaverse, and any other emerging tech, Cyber Security & solutions, GIS/LIS solutions & technologies, Assisted Technologies, Technology Management (SRS/FRS/ Technical management of e-Governance projects), Any other related services

Join our dynamic team as a Goals-based Planning Associate, 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 Associate 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 ma...