214 Asset Allocation Jobs - Page 3

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

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 Managem...

At Scripbox, we're passionate about helping Indians manage their money and build wealth. Since 2012, our mission has been to simplify investing, making it accessible and stress-free for everyone. We believe that with the right guidance, anyone can achieve their financial goals. Our platform provides a seamless, app-based experience for customers to invest in a curated selection of mutual funds, tailored to their financial goals. We serve over 1.5 million customers who trust us with their financial journey. Job Description About the Role We're looking for an enthusiastic and empathetic Relationship Manager to join our customer success team. You'll be the human connection for our self-serve cu...

Role Overview: As a member of the leading MNC, you will be responsible for driving the development, validation, and oversight of quantitative models used in portfolio optimization and risk assessment. Your role will involve leading portfolio management activities across assigned strategies to ensure that performance aligns with client mandates and investment guidelines. Additionally, you will collaborate with trading, research, risk, and compliance teams to implement investment ideas and ensure adherence to mandates. You will also lead key initiatives aimed at enhancing investment processes, reporting frameworks, and client engagement. Key Responsibilities: - Drive the development, validatio...

This role will be part of the APAC Infrastructure leadership team, and will coordinate and execute capital planning for APAC; facilitate leadership meetings, oversee department projects and key initiatives, coordinate the department communications. This role will spend more than 50% of time on duties associated with management of a sizeable capital investment portfolio. Beyond capital management, this role focuses on ensuring effective and efficient execution of the APAC Infrastructure groups functions through support in planning and execution of complex initiatives involving multiple disciplines. Displays a balanced, cross-functional perspective, helping to improve efficiency, effectiveness...

As a Portfolio Manager, Private Markets at Franklin Templeton, you will co-manage private markets solutions end-to-end in partnership with internal teams and external managers. Your role will involve supporting portfolio construction and asset allocation across strategies, as well as partnering with internal and external investment teams to select and monitor investments. You will oversee the investment lifecycle for a variety of investment types, including primaries, secondaries, and co-investments, across private asset classes such as private infrastructure equity & debt. Additionally, you will support due diligence, manage the underwriting process for new investments, manage liquidity, ca...

Role Overview: You will be part of the Morningstar Indexes team's Center of Excellence in Product Operations during the morning shift in Vashi, Navi Mumbai. Your main responsibility will be to support Indexes clients and the sales group by providing data, research, and analytics for a wide range of Morningstar indexes across different asset classes. You will work independently to ensure continuous coverage for Morningstar Indexes global sales and clients. Key Responsibilities: - Become a product expert on Morningstar Indexes to effectively address client and sales queries promptly - Assist the sales team by providing presentations, marketing collaterals, data, research, and analytics - Colla...

Posted 16 hours ago Apply Now At Scripbox, were passionate about helping Indians manage their money and build wealth. Since 2012, our mission has been to simplify investing, making it accessible and stress-free for everyone. We believe that with the right guidance, anyone can achieve their financial goals. Our platform provides a seamless, app-based experience for customers to invest in a curated selection of mutual funds, tailored to their financial goals. We serve over 1.5 million customers who trust us with their financial journey. Job Description About the Role Were looking for an enthusiastic and empathetic Relationship Manager to join our customer success team. You&aposll be the human ...

As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports. In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and anal...

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business 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 receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a ...

As a Relationship Manager, your primary responsibility will be to acquire and cultivate relationships with Retail/Ultra High Net Worth, and Corporates customers. You will be expected to engage in cross-selling insurance and other wealth management products while providing advice on various Treasury related Debt products to Corporates & SMEs. Additionally, you will have the opportunity to advise Corporate/Promoters/HNI clients on investment opportunities in the market, assisting them in generating a high Return On Investment (ROI). Your role will involve delivering end-to-end service solutions to existing customer relationships proactively. You will also be tasked with educating customers on ...

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION 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 portfolios Job Requirements "¢ 6-8 y...

Morningstar Indexes - http://indexes.morningstar.com Position : Quantitative Analyst – New Product Development – Morningstar Indexes The Area : Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : As a part of the Indexes New Product Development Team, you will partic...

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 9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking . Should be in Current or previous organization for atleast 2 years minimum as stabili...

You have a busy schedule and may sometimes neglect the discipline aspect of investing, which can lead to struggles in keeping your finances in check. Hiring a financial advisor can be beneficial as they can examine your net worth, help you identify your goals, and recommend ways to fulfill your aspirations. A financial advisor plays a crucial role in diversifying and allocating your assets into different types of investments such as bonds, real estate, stocks, etc., which helps reduce the risk of decline in the value of your portfolio. They can also provide guidance during market volatility and help you avoid making hasty decisions driven by emotions like panic. Investment planning is essent...

The role is located in Mumbai and is responsible for supporting a range of portfolio and performance analytics and reporting tasks for the Outsourced Chief Investment Office (OCIO) team. This team delivers customized portfolio management solutions for institutions and ultra-high net worth investors. Your primary responsibilities will include conducting Portfolio/Performance Analytics & Reporting to generate quarterly or monthly insights for client meeting decks. This involves tasks such as performance attribution, portfolio and manager-level commentary, and other essential items. You will also be involved in running analytics, creating and maintaining dashboards to aid the investment process...

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION 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 portfolios Job Requirements "¢ 6-8 y...

1. IT Asset Lifecycle Managemen t: Manage the entire lifecycle of IT assets, including hardware, software, and services. 2. Asset Tracking and Inventory : Maintain accurate and up-to-date records of all IT assets, including asset tags, serial numbers, and locations. 3. Procurement and Vendor Management : Collaborate with procurement teams to acquire new IT assets, and manage vendor relationships to ensure compliance with contracts and service level agreements. 4. License Managemen t: Manage software licenses, ensuring compliance with licensing agreements and optimizing license usage. 5. Compliance and Risk Management : Ensure IT asset management practices comply with organizational policies,...

Senior Relationship Manager (Hyderabad/Bangalore, WFO) at Maxiom Wealth. Manage HNI clients, deliver tailored financial plans, leverage AI-driven solutions, and drive asset growth. 5–15 yrs exp, NISM V-A & XXI A required. Required Candidate profile 5-15 years of experience in wealth management with a strong focus on client relationship management; knowledge of financial products, investment strategies and market trends, NISM V-A and NISM XXI-A

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. Manager - Investment Consulting As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, res...

Join us as an Assistant Vice President (AVP), Junior Portfolio Manager in the Investments function within the Private Bank division. Your primary focus will be to support portfolio management by conducting market research, macroeconomic analysis, and collaborating with investment teams to make optimal asset allocation decisions. Leveraging market insights, sector views, and fundamental data, you will play a significant role in shaping portfolio positioning and driving strategic investment decisions. Your responsibilities will include: - Monitoring and adjusting portfolio positions based on market conditions - Conducting thorough research on the macro-economic environment and industry analysi...

You will be responsible for overseeing the financial and investment activities of our family office fund as a highly skilled "Sr. Associate Manager". Your duties will include portfolio management, compliance, equity research, banking and financial operations, and overall management of family office affairs. You will be expected to oversee and manage the family office's investment portfolio, ensuring alignment with financial goals and risk appetite. This will involve monitoring asset allocation, making strategic recommendations for optimization, and ensuring adherence to all legal and regulatory requirements related to family office investments and financial activities. Additionally, you will...

Responsibilities: * Lead fund strategy & execution * Monitor market trends & risks * Manage $X assets under management * Ensure compliance with regulatory standards * NISM Series XIX- E Certification mandatory

You will define the investment strategy and asset allocation based on prevailing market conditions. Stay updated with Equity and Debt markets by reviewing investment reports and participating in con-calls. You will develop and manage fund selection models, conduct product due diligence to understand qualitative aspects, and engage in financial goal setting and planning for clients. Prepare investment proposals accordingly. Ensure asset allocation and construct portfolios, review and rebalance portfolios as needed. Collaborate with the Sales Team to facilitate product penetration through product and research support. Your knowledge should encompass various asset classes like Equity, Fixed Inc...

The role is based out of Mumbai and will support a variety of portfolio and performance analytics and reporting responsibilities for the Outsourced Chief Investment Office (OCIO) team, which provides custom portfolio management solutions for institutions & ultra-high net worth investors. You will be responsible for Portfolio/Performance Analytics & Reporting to support the production of quarterly (or monthly) insights for client meeting decks. This includes items such as performance attribution, portfolio & manager level commentary, and other key items. Additionally, you will be running analytics and supporting the creation and maintenance of dashboards used to facilitate the investment proc...