98 Asset Allocation Jobs - Page 4

Managing portfolios in line with client guidelines, internal investment policies, and regulatory constraints. Develop investment judgment and expertise, with expectation of being able to perform key portfolio management responsibilities within a few months after joining. Trading across asset classes (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Working closely with senior PMs to execute strategic and dynamic investment ideas with consistency and scale, including determining optimal instruments to trade based on client-specific, regulatory and market- related considerations. Be a part of Portfolio Management team and contribute to monitoring, evaluating, and managing risks and opportunities of the underlying investments. Creating investment and portfolio construction frameworks across asset classes, enhancing expertise in terms of investment alternatives. Managing portfolio risk across various investment vehicles and product desks, including exposure, currency and cash management, investment manager/vehicle oversight. Structuring trades across asset classes to manage the portfolio in line with hedging and flow considerations, in collaboration with AWM s trading desk. Managing derivative-based overlay strategies to enhance risk management profile of overall portfolios and/or capture market risk premia. Reviewing new portfolio design and investment strategies for investor suitability, with specific focus on our ability to effectively manage and implement such strategies. Providing PMR s review on new portfolio activities, investment proposals, trading and risk management processes. Participating and at times serving as a project lead in complex portfolio events, including onboarding of new client mandates, fund launches and portfolio restructurings, requiring coordination across multiple internal investment teams throughout the firm, as well as external managers and trading counterparties. Leading small to medium-sized projects aimed at enhancing trading and risk management processes, infrastructure and analytics to further empower the team s oversight over portfolio management activities and mitigate trading risks. Basic Qualifications: Masters Degree or equivalent preferred 1-3 years of investment management experience, with successful track record of employing qualities and functional abilities referenced above Experience in working within a dynamic, global team; demonstrated leadership potential Advanced degree or CFA designation preferred Quantitative analysis and skillset Detail-oriented and organized with the ability to manage multiple tasks in a fast-paced environment A self-starter able to work independently and thrive in a team environment Consistently positive attitude and eagerness to work in a team-centric environment Intelligent, creative, with good problem-solving abilities Risk management and control orientation Excellent project management skills Excellent writing and communication skills Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles and of factor investing approaches Ability to communicate investment strategies and rationales to audiences of varying levels of sophistication Proficient in Excel and PowerPoint; Bloomberg, Reuters or financial data systems knowledge preferred.

Responsibilities: Project Oversight: Lead, manage, and coordinate engineering activities for medium and large-scale fertilizer, chemical, petrochemical, refinery projects, ensuring timely and cost-effective completion while adhering to industry standards and safety regulations. Team Leadership: Supervise and mentor a multidisciplinary team of engineers, ensuring high performance, technical excellence, and alignment with project objectives. Technical Expertise: Provide technical leadership across multiple engineering disciplines (mechanical, electrical, civil, instrumentation, etc.) and ensure that all technical specifications and design standards are met. Project Planning Execution: Develop and implement engineering project plans, schedules, and budgets. Oversee engineering design, procurement, construction, commissioning, and startup phases. Stakeholder Management: Collaborate with internal and external stakeholders, including project owners, contractors, suppliers, and regulatory authorities, to ensure smooth project execution and resolve any technical issues. Risk Management: Identify potential risks during the engineering design and execution phases, implement mitigation strategies, and proactively manage project risks. Quality Control: Ensure quality assurance and control standards are met throughout the project, managing project deliverables to the highest technical and safety standards. Regulatory Compliance: Ensure all engineering activities comply with local, national, and international standards, regulations, and safety protocols. Budget Cost Control: Oversee project budgets, ensuring cost efficiency and optimal resource allocation while maintaining scope, schedule, and safety standards. Continuous Improvement: Foster a culture of innovation and continuous improvement, providing insights on new technologies, methodologies, and best practices in the oil gas, chemical, and petrochemical industries.

IT asset management Experience of IT asset , inventory manage, Managed over 50000+ IT assets In depth knowledge on FAR, Asset reconciliation, Asset allocation, De allocation etc, Experience- Min 1years

Subject- Executive: - Asset Management Key Responsibilities: 1. Identification & Listing of all company assets. 2. Track, maintain, and update assets throughout their lifecycle, from purchase to disposal. 3. Maintaining accurate records of all assets, including hardware, software, and other physical or intangible resources & track asset locations. 4. Ensure proper documentation of all asset transactions. 5. Developing and implementing asset management strategies to maximize value, reduce costs, and mitigate risks. 6. Prepare reports on asset status, analyse asset performance, and identify areas for improvement. 7. Ensure correct asset classification, recognition, and measurement according to accounting standards 8. Conduct regular physical asset verifications to reconcile asset records with actual assets. 9. and mitigating potential risks associated with assets, such as obsolescence, damage, or theft. 10. Ensure compliance with relevant policies, procedures, and regulatory requirements related to asset management. 11. Facilitate the transfer of assets between different departments or locations. 12. Manage the disposal process for assets, ensuring proper procedures are followed. 13. Identify and resolve any discrepancies or errors in asset records. 14. Monitor spending against approved capital budgets. 15. Assist internal & external auditors with their requests for information, documentation, and asset verification, and ensure timely responses. 16. Ready to do any type of work as & when required & assigned by the management. Qualifications & Skills: Any Graduate- 4 to 5 years exp. Excellent communication, presentation, and negotiation skills. Self-driven, professional, and result-oriented. Proficiency in Microsoft PowerPoint and creating impactful sales presentations . Ability to work independently without a team.

Role: Lead Quantitative Analyst, Quantitative Research The Group: Morningstar s Quantitative Research Group is an integral part of the Data & Analytics Team with the aim of creating 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 across a broad range 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 foundation of our company. The Role: As a Lead Quantitative Analyst, you will work in the Calc Services and Portfolio Analytics Group, which is part of the Data & Analytics team dedicated to researching data-intensive products for the investment management industry. Most of the research is integrated into Morningstar s core products (Direct, Advisor Workstation, etc.) and teams such as Morningstar Investment Management, Morningstar Indexes, Morningstar Credit Ratings, Pitchbook, Sustainalytics, etc. The ideal candidate will blend financial knowledge, investment and portfolio construction expertise, quantitative modeling skills, and operational know-how. This position reports to the Manager of Quantitative Research. Responsibilities: Support methodology development, quantitative model builds, and enhancements for core quantitative products and calculations such as Risk Model, Asset Flows Forecast, Quant Ratings, Equity Style Box, Portfolio Construction, etc. The ability to independently lead projects with limited hand-holding by taking ownership of key projects. Drive independent research and publish research papers in asset allocation analysis, portfolio optimization, risk models, ESG, fund flows, etc., using principles of modern portfolio theory and statistics. Leverage new structured and unstructured datasets to build new quantitative frameworks that will help investors make informed decisions. Highly organized and efficient, with the ability to multi-task and meet tight deadlines. Ensure compliance with regulatory and company policies and procedures. Participate in client conversations to understand ongoing investor issues while increasing the reach of Morningstars quantitative offerings. Requirements: 5+ years of relevant investment/quantitative research experience with an emphasis on quantitative finance, mutual fund analysis, asset allocation, and/or portfolio construction. CFA, FRM, CQF, or postgraduate degrees in finance, economics, mathematics, or statistics are preferable. Good experience in developing finance/statistics-based applications using proven technologies such as R, Python, PySpark, and comfort in using Jupyter Notebooks. Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients. Knowledge of statistical models (e.g., regression, forecasting, optimization, Monte Carlo simulations, etc.). Experience developing financial engineering/statistical applications on the cloud (AWS). Morningstar is an equal opportunity employer

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 various cash management functions including preparation of weekly cash report, cash tracking of capital activities and borrowings / paydowns. Provide support to analyst in updating and maintaining seasoning requirements and ratings for issuers / clients and Senior Management. Monitoring and creation of Surveillance Reporting for CLNs and SRT deals to track performance and defaults. Perform detailed Portfolio Reviews for Affiliates and Clients. Provide support for Lending capacity for BDCs and maintaining pipeline transactions for clients. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in Direct Lending or private credit is a plus. Strong analytical and quantitative skills. Thorough understanding of basic financial concepts and the ability to critically implement them. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills & interpersonal skills. Ability to manage multiple projects in a fast-paced environment, often under pressure and with multiple stakeholders. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.

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 .

Customer service: Provide support to customers in external facilities, and ensure customer satisfaction. Installation, repair, and maintenance: Install, repair, maintain, and test equipment on site Troubleshooting: Identify and resolve issues Reporting: Generate service reports Safety: Responsible for complete EHS activities at the Customer site on Veolia Behalf Compliance: Adhere to company rules and regulations Teamwork: Collaborate with colleagues and share information Equipment management: Maintain tools and equipment. Training: Teach customers how on Water treatment chemicals Flexibility: Adjust plans and asset allocation as needed. Customer Relationship Site Management Servicing the accounts M.Sc Chemistry, B,E Chemical, Or Diploma

The successful candidate would focus on managing portfolio activities related to Goldman Sachs flagship and custom models and driving key initiatives across our fast-growing retails models business. This role is highly analytical and detail-oriented, with emphasis on ability to scalably manage and evaluate investment exposures across many portfolios, asset classes and investment strategies. Core Responsibilities: Managing multi-asset class portfolios in line with client guidelines, internal investment policies, and regulatory constraints. Exercising leadership qualities and judgment, with expectation of being able to perform key portfolio management responsibilities within a few months after joining. Structuring trades to facilitate portfolio activity across asset classes and product types (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Working closely with the Central Trading Desk and external parties overseeing trade execution. Working closely with other MAS teams to execute strategic and tactical investment ideas with consistency and scale, including determining optimal instruments to trade based on portfolio-specific, regulatory and market- related considerations. Serving as investment-side oversight lead for complex portfolio events, including launch and onboarding of new model portfolios, client mandates and portfolio restructurings, requiring coordination across multiple internal stakeholder teams throughout the firm, as well as external model business partners. Enhancing business scale by leading and overseeing projects aimed at improving trading and risk management processes, infrastructure and analytics to further accelerate the team's ability to meet growth objectives, execute on portfolio management activities and mitigate trading risks. Designing investment and risk analytics for retail models and facilitating model delivery to retail platforms. Creating and improving investment and portfolio construction frameworks across asset classes, enhancing expertise in terms of investment alternatives. Reviewing new portfolio design and investment strategies for client portfolio suitability, with specific focus on our ability to effectively manage and implement such portfolios and strategies. Basic Qualifications: Master's Degree or equivalent 0-3 years of investment management experience, with successful track record of employing qualities and functional abilities referenced Detail-oriented and organized with the ability to manage multiple tasks in a fast-pacedenvironment Quantitative analysis andskillset; strong programming skills in at least one language such as Python Out-of-box thinker with intelligent, creative, problem-solving abilities Leadership and project management qualities; experience working in global, cross-regional, cross-functional team A self-starter with consistently positive attitude and eagerness to thrive in a teamenvironment Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles and of factor investingapproaches Ability to communicate investment strategies and rationales to audiences of varying levels ofsophistication Excellent writing and communicationskills Risk management and controlorientation Proficient in Excel and PowerPoint; Bloomberg, Reuters or financial data systems knowledgepreferred Advanced degree or CFA designation preferred

Asset & Wealth Management As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2.7 trillion in assets under supervision. Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. Job Responsibility Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset & Wealth Management Division at Goldman Sachs. It designs and develops comprehensive investment solutions customized to meet the investment objectives and relevant constraints of clients. Core responsibilities that the analyst would support include: Building portfolios including designing and constructing them, that involves strategic asset allocation, investment selection and risk / performance oversight and evaluation. Managing portfolios in line with client guidelines, internal investment policies and regulatory constraints. Tradingacross various asset classes (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Structuring trades to manage hedging and flow considerations in line with internal risk management policies. Leadingcomplex portfolio events including fund launches and portfolio restructures. Creatingand communicating materials for existing clients and prospects such as pitch books, requests for proposals and additional analysis across asset classes. Workingwith distribution channels, senior portfolio managers and internal team to drive business opportunities. Basic Qualification At Goldman Sachs, we think who you are makes you better at what you do. We seek out people with all types of skills, interests and experiences. Curious, collaborative and driven Let's chat. Here are some of the qualities we look for: MBA or Masters degree preferred 1 to 4 years of prior work experience in finance or financial qualifications (such as CFA) preferred Quantitative / Analytical mindset Strong Sense of Teamwork Intellectual Curiosity, Passion and Self-Motivation Integrity, Ethical Standards and Sound Judgment

As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2 trillion in assets under supervision. Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. JOB RESPONSILIBILITIES Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset & Wealth Management Division at Goldman Sachs. It designs and helps in developing comprehensive investment solutions customized to meet the investment objectives and relevant constraints of clients. The successful candidate would become a member of our Lead Portfolio Management team within MAS with a focus on the Strategic Partnerships Portfolio business lines covering EMEA & Asia Pacific clients. Core responsibilities of the role will include: Designing and constructing portfolios from holistic lens, involving long term strategic asset allocation, investment vehicle selection and risk / performance oversight and evaluation in tandem with market movements. Analyzing client investment needs and proposing new strategies that enhance investment outcomes with an investable universe spanning across equities, fixed income, real assets and alternatives invested via funds, ETF or derivatives subject to client preference. Creating and communicating materials for existing clients and prospects such as pitch books, requests for proposals and additional analysis across asset classes. Developing views on both macro and micro-level investment issues contextualizing with respect to the portfolios managed by the desk. Workingwith distribution channels, senior portfolio managers and internal team to drive business opportunities. BASIC QUALIFICATIONS At Goldman Sachs, we think who you are makes you better at what you do. We seek out people with all types of skills, interests and experiences. Here are some of the qualities we look for: MBA or Masters degree preferred 2-4 years prior work experience in finance or financial qualifications (such as CFA) preferred Quantitative / Analytical mindset Strong Sense of Teamwork Intellectual Curiosity, Passion and Self-Motivation Integrity, Ethical Standards and Sound Judgment

Does financial data excite youWe re looking for someone like that to provide support to the branch team. You ll: - assist financial advisors providing analytical information and aiming to understand the client s goals - create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients - analyze and interpret portfolio performance reviews - perform business analytics as needed to support financial advisors - Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets - Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: - Bachelors degree - Must have a wide degree of business / product knowledge, technology savvy, and people skills - 3-6 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function - Advance excel and VBA skills preferred - Ability to think outside the box to identify areas of opportunities You are: - an excellent communicator with good interpersonal skills - analytical and logical - a dynamic and flexible team player - Highly motivated, able to work independently and apply own initiative - Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

Does financial data excite youWe re looking for someone like that to provide support to the branch team. You ll: - assist financial advisors providing analytical information and aiming to understand the client s goals - create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients - analyze and interpret portfolio performance reviews - perform business analytics as needed to support financial advisors - Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets - Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: - Bachelors degree - Must have a wide degree of business / product knowledge, technology savvy, and people skills - 7-10 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function - Advance excel and VBA skills preferred - Ability to think outside the box to identify areas of opportunities You are: - an excellent communicator with good interpersonal skills - analytical and logical - a dynamic and flexible team player - Highly motivated, able to work independently and apply own initiative - Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

Keep track of IT inventory at supported locations.Maintain information like configuration details, serial number, asset code, warranty and AMC status, for all in-scope assets subject to capability of the configuration tool deployed.Conduct annual PIV Provident fund

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

Does financial data excite you? We re looking for someone like that to provide support to the branch team. You ll: - assist financial advisors providing analytical information and aiming to understand the client s goals - create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients - analyze and interpret portfolio performance reviews - perform business analytics as needed to support financial advisors - Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets - Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: - Bachelors degree - Must have a wide degree of business / product knowledge, technology savvy, and people skills - 3-6 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function - Advance excel and VBA skills preferred - Ability to think outside the box to identify areas of opportunities You are: - an excellent communicator with good interpersonal skills - analytical and logical - a dynamic and flexible team player - Highly motivated, able to work independently and apply own initiative - Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

Does financial data excite you? We re looking for someone like that to provide support to the branch team. You ll: - assist financial advisors providing analytical information and aiming to understand the client s goals - create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients - analyze and interpret portfolio performance reviews - perform business analytics as needed to support financial advisors - Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets - Follow the various quality control checkpoints when producing custom performance reports - People, Process management (monitoring Accuracy/timeliness), stakeholder Mgmt., responsibilities includes handling process controls, ensuring cross trainings etc. You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm You have: - Bachelors degree - Must have a wide degree of business / product knowledge, technology savvy, and people skills - 10 -12 Years of functional domain, leadership experience required on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function - Including relevant People Mgmt., Process Mgmt. stakeholder Mgmt. experience. - Advance excel and VBA skills preferred - Ability to think outside the box to identify areas of opportunities You are: - Having required Domain, leadership experience - an excellent communicator with good leadership, interpersonal skills - analytical and logical - a dynamic and flexible team player - Highly motivated, able to work independently and apply own initiative - Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

has been mandated to hire an Equity Relationship Manager for a full-service financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Key Responsibilities: Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios. Must have strong client relationships built over the years. Primary business Listed Equities-based brokerage. Work with the Research, Technical & product team to take to market the recommendations. To work in sync with the Dealing team to execute the trades. Other areas to focus on - Distribution of wealth products & earn commissions Responsible for overall business and P&L for Private Client Group (can be mutually worked upon) Set & Meet revenue targets at the product level and ensure to meet targets set throughout the year. Should be proficient with knowledge of capital markets as well as third-party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures etc.) Holding strong exposure in Wealth and Equity Markets Handle trading and maintaining relationships with new & existing clients, Advising clients on their equity portfolio for long-term investments, as well as positional trading ideas in stocks for the short/medium term tips, and market-related information Advising the clients to invest in the right investment scheme, depending upon their future needs and returns. Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Educational and professional qualifications: Candidate to be from Securities or relevant Equities back-ground led organisation. Post graduate with minimum 8-12 yrs experience. Should possess strong networking & relationship building skills.

Role & responsibilities * Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. * Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategies. * Recommend suitable investment products including mutual funds, PMS, bonds, alternative investments, and structured products. * Monitor client portfolios regularly and suggest rebalancing strategies as per market changes and client needs. * Keep RMs updated with latest market trends, products, regulatory changes, and investment strategies.

•Act as the primary liaison between Marketing & Operations •Post sales activities •Coordinate with vendors for timely delivery •Setup brand visibility elements •Share reports on early lead performance and admissions •Provide first-level support Required Candidate profile • 1-3 years in franchise support, marketing coordination/operations • Coordination & Communication skills • Vendor management & marketing asset deployment • Task completion under tight timelines

Roles and Responsibilities Manage hardware asset lifecycle from procurement to disposal, ensuring compliance with company policies and procedures. Coordinate with internal stakeholders to ensure timely delivery of assets and resolve any issues that may arise during the process. Conduct regular audits to identify discrepancies in asset inventory and implement corrective actions as needed. Develop and maintain relationships with vendors to negotiate prices, terms, and conditions for asset purchases. Ensure accurate tracking of asset movements, maintenance records, and disposal documentation. Interested candidates pls share your resume to naveenkumar.t@inspirisys.com or whatsApp to 9600894014. Immediate joiners preferred

Job Summary The investment strategist will be part of the Investment strategy team and responsible for driving the formation of asset class views, publish market outlook and commentaries and engage in client conversations directly and through events and webinars. Key Responsibilities Strategy Formulation of Asset class views and publishing regular market commentaries and outlook on asset classes Enhancing Investment Strategy as a key value proposition. Business The Investment strategist will work with the Chief Investment Strategist in formulating the local investment strategy view, include running the monthly India Investment Committee (IIC) meeting, the formation of our tactical and strategic investment allocation decisions and publish our flagship monthly outlook on asset classes. The publication also contains details and performance of our key investment strategies and themes. Assist and keep the frontline abreast of our investment strategy views through regular calls to ensure a cohesive house view across segments. Drive visibility through wealth thought leadership articles and OPEDs. Engage with clients via events and meetings to enhance investment strategy as a value proposition and ensure appropriate mix of asset allocation and products. Member of Managed Investment Team s product council and SCSI committees. Processes Adherence to Sales and suitability process in line with bank s policy People & Talent Collaborate with frontline (specialists, RMs) and support functions to deliver our house views and provide effective client solutions. Governance Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role. Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture. Engage with all audit report findings and ensure feedback is acted upon Key stakeholders Head, Wealth Solutions and Affluent Segments, SCB Head, Managed Investments Head, Investment products and strategy, SCB Chief Investment Strategist, SCB Managed Investment Product Team Wealth Specialists. Other Responsibilities Embed Here for good and Group s brand and values in Private Bank, India]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Skills and Experience Domain expertise in macroeconomics, financial markets, and key asset classes such as debt, equities, commodities & foreign exchange. Proficient in tactical and strategic asset allocation framework Extremely articulate in verbal and written communication Strategic orientation and aptitude Qualifications EDUCATION Post-Graduate About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 28886

About The Role : Job TitleNDPMS Portfolio Manager, VP Location Mumbai , India Corporate TitleVP Role Description: The non-discretionary portfolio manager will provide tailored, strategic, innovative advice/solutions to the clients/prospective clients, delivering superior investment opportunities to the clients in line with the clients objectives and personal needs. They will lead the due diligence, preparation of relevant client reports and assist in the implementation/execution of the transaction. They will partner with the Sales/Coverage and Origination teams, working closely to provide holistic solutions to the clients. Given the advisory nature of the roles, the portfolio manager will ensure that the advice provided is in good faith and always in the best interests of the client and in adherence to all regulatory and compliance requirements.Deutsche Investment India Private Limited is looking for a replacement hire managing the Non-Discretionary PMS business as Portfolio Manager. The Current Portfolio Manager has resigned and this request is for replacement. The replacement hire is required to manage Equity as well as multi asset portfolios of large HNWI / UHNWI / family office clients under a non-discretionary mandate providing customized services and solutions reporting regionally to the PB APAC Capital Markets Head and locally to India WM Coverage Head. He will partner with the Sales/Coverage and Origination teams, working closely to provide holistic solutions to the clients. Given the advisory nature of the roles, the portfolio manager will ensure that the advice provided is in good faith and always in the best interests of the client and in adherence to all regulatory and compliance requirements. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your Key Responsibilities Provide professional advice on customised multi asset portfolios (under Non-Discretionary PMS business) for Wealth clients in India create, maintain and manage clients equity portfolios tracking in house equity model portfolio with the stated mandate of beating the benchmark Partner up with the Relationship Manager and Investment Manager to cover WM clients as strategic advisor and help in building/reconstructing model portfolios by providing guidance to WM clients Support the Relationship Managers in their new client acquisition efforts through participation in prospecting, client pitches and showcasing Deutsche Bank Wealth Management capabilities across all WM Locations in India Responsible for delivering non-discretionary business revenue targets and increasing wallet shares from existing clients . Able to generate referral from existing client for Prospects. Monitor clients asset allocation across investments and provide ideas for rebalancing across product spectrum based on DB PB house views. To regularly engage with clients and provide views on client portfolios, markets asset classes and securities. Able to lead investment discussions in one-on-one meetings & group meetings with clients and provide constructive advice in compliance with the research guidelines and mandates. The role also entails liaising with external research teams (empanelled brokers) on research ideas on Equities and other asset classes and securities, getting them vetted internally and recommending them to clients and including them in model and client portfolios and wherever possible look to conduct primary research. Proactively seek to manage and control risks while maximizing financial returns in line with regulations. Work in close co-ordination with different internal teams like the mid office function, compliance, divisional control office and audit functions. Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct flagging and managing reputational risks and conflicts issues. Your skills and experience Senior resource with at least 15+ years of experience in managing client portfolio with a strong understanding of Equities and other asset classes. Excellent presentation and communication skills in English is a must. Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred. Relevant local licenses and qualifications mandatory Proven experience in Equity investment advisory and sales, with good understanding of private clients and U/HNW clients needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business Professional Integrity with excellent client-facing advisory & sales skills with proven track-record Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint and other research / data compilation tools Knowledge of relevant regulations pertaining to PMS business. Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple equity mandates of clients Demonstrate ability to work with a structured approach towards clients portfolio construction and management Ability to maintain a cool head during volatile markets to manage the trade execution desk and also to manage clients temperament good client relationship management skills Good interpersonal and communication skills How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team in Germany & Pune A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.