161 Asset Allocation Jobs - Page 7

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.

Associate Director-Investment Implementation (Investment Portfolio Management) Work Location: Mumbai Work Mode: Hybrid (3 days WFO/2 days' work from home) Time: 12:00 pm We will count on you: Expertise in investment implementation and compliance / regulations around it Expertise across multi asset and portfolio management Foster a culture of excellence, collaboration, and continuous learning Lead the development of Investment strategies by leveraging cross domain expertise Laise with senior stakeholders to find creative solutions to complex business problems Act as a conduit between leadership and team leads to achieve strategic goals Develop strategic asset allocation models, risk & return calibration, and portfolio analytics on client portfolios Contribute] to fund performance analysis and draft fund commentaries Responsible] for producing market summary for broader business with insights on various asset classes across the geographies Conceptualize] and develop models for deeper analysis of market environments and trends Co-ordinate with multiple teams for managing the portfolios effectively Support the effective management of the currency hedging program on an ongoing basis. Provide technical expertise to support the development, maintenance and enhancement of hedging models and processes Address internal and external FX hedging inquiries regarding company's currency hedging program. Draft and update investment specific sections of currency hedging agreements and contracts in collaboration with Currency Managers and wider internal teams. What you need to have: Experience in investment implementation across funds Solid understanding of currency management and portfolio management Excellent people management skill with ability to influence both senior and junior stakeholders Proven track record of managing multidisciplinary teams and achieving results 6-10 years of team management experience preferably in asset / wealth management Expertise in investment finance, portfolio theory and portfolio analytics are nonnegotiable Background in currency management, portfolio management, construction and advanced econometrics, statistical modelling Experience with Multi Asset Portfolios Understanding of macro (fixed income/ rates) and systematic factors affecting a portfolio Proven track record of implementing enterprise-wide business solutions Capability to understand the overall picture while maintaining a pragmatic, hands-on approach Strong leadership, communication, and interpersonal skills, with a passion for developing talent and fostering a collaborative culture If interested share your cv at aishwarya@beanhr.com

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 ; ( Local candidates from Mumbai & Pune Only) 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 Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners Candidates willing to shift along with their teams are welcome Perks and benefits CTC ; 45 - 50 lacs (Negotiable & not a constrain for the right candidate commensurate with exp )

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 Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners Candidates willing to shift along with their teams are welcome Perks and benefits CTC ; 45 - 50 lacs (Negotiable & not a constrain for the right candidate commensurate with exp )

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 maintain quantitative models and tools linked to capital market forecasting, portfolio and performance analysis and attribution reporting. Conduct research on asset allocation topics. Required qualifications include: Bachelors or Masters degree in engineering. Strong proficiency in Python and SQL. Proficiency in object-oriented programming. 2-5 years of programming experience in financial services or asset management. Understanding of investment principles and capital markets. Strong quantitative skill set with the ability to analyze complex data using econometric and/or machine learning tools. Familiarity with portfolio construction, factor modeling, risk and return attribution, statistical analysis, and Monte Carlo simulation. Excellent problem-solving capabilities and attention to detail. Strong communication skills. Ability to work collaboratively in a fast-paced environment across time zones. Work Timing - 1.30 pm to 10.30 pm IST Operating Model - Work from Office Special Requirements Time zone flexibility to work with colleagues based out in different locations globally.

Hi, Team Computers Pvt Ltd. is hiring for IT Asset Executive/Manager for one of our customer location in Halol,Gujarat. KRA's are as follows: End to End Asset Request Management Software/Hardware stock management Asset Allocation Asset Onboarding Asset Disposal management Handling the New IT asset requests. Asset Warranty Tracking Asset Life Cycle management Hardware Asset request management (Laptop, Desktop, Accessories) IT Asset Warranty Tracking Physical Asset Verification IT Vendor and Audit Management IT Asset life cycle management Exit users Asset tracking HAM Process & Policy Analysis Hardware Reconciliation Hardware Inventory Management Maintaining the Asset inventory in Asset Register Asset Disposal Process Management Hardware Data Management Immediate joiners or the one who can join early are prefered. Interested one please share the resumes at jitendra.pathak@teamcomputers.com Thanks and Regards, Jitendra Pathak Team Computers Pvt Ltd.

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 years of experience in financial & banking industry with relevant experience in investments "¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view "¢ High understanding of investment products "¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA / PG Preferred AMFI / IRDA Certification - Mandatory

Manage personal financial Personal accounts, trusts, and investment portfolios Track personal budgets, cash flows and financial performance Coordinate tax consultants Bill payments, expense tracking Monitor asset allocations Required Candidate profile Experience 15 years Gender Male

Associate, Client Reporting/Performance II At BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary We re seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Client Reporting team within BNY Investments. This role is located in Pune, MH HYBRID. In this role, you ll make an impact in the following ways: Delivering accurate, timely, and comprehensive reports to clients on their portfolios, transactions, and holdings. Develops technical expertise regarding product offerings in order to act as a resource to clients. Continuously improving reporting processes and tools to enhance client experience Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation Supports the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance. To be successful in this role, we re seeking the following: Bachelor s or master s degree in Finance or equivalent combination of education and experience is required. 5+ years of total experience in Client Reporting or Operations within Financial services preferred Ability to have clear and professional communication with clients and internal teams Knowledge of Investment Management business process, data flows, types of reports & systems etc. Strong knowledge of Microsoft 365 suite & associated applications. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here s a few of our recent awards: America s Most Innovative Companies, Fortune, 2025 World s Most Admired Companies, Fortune 2025 Most Just Companies , Just Capital and CNBC, 2025

The successful candidate will be responsible for conducting in-depth research and analysis to support investment decisions, monitoring market trends, and providing actionable recommendations to enhance portfolio performance. Key Responsibilities Analyze economic trends, industry developments, and market conditions to identify investment opportunities and risks. Develop and maintain financial models to forecast company performance and assess the value of investments. Assist in the creation and optimization of investment portfolios based on risk tolerance, objectives, and market conditions. Monitor and evaluate the performance of investments and provide regular reports on portfolio returns and benchmarks. Provide well-researched recommendations for asset allocation, securities selection, and investment strategies Conduct detailed analysis of prospective investment opportunities, including financial statements, management teams, and competitive positioning. Work closely with portfolio managers, financial advisors, and other team members to align strategies and achieve investment goals. Prepare detailed review reports for customers, summarizing portfolio performance, market trends, and tailored recommendations to ensure informed decision-making. Ensure adherence to regulatory guidelines and internal investment policies. Requirements Post graduate in Finance, or a related field Professional certifications such as Certified Wealth Manager (CWM), Certified Financial Planner (CFP), or Mutual Funds V-A Certification (Preferable). 1 to 3 years of relevant work experience in finance, preferably in financial planning and wealth management. Strong knowledge on mutual funds