214 Asset Allocation Jobs - Page 8

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...

About The Role 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...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...

1. Portfolio Management: Assist in the development and implementation of reporting strategies. Monitor and manage asset portfolios to meet the company s objectives and risk profile. Analyze and provide recommendations for asset acquisition, disposition, or reallocation. 2. Asset Valuation and Risk Management: Perform regular assessments and valuations of assets to ensure they are accurately accounted for. Evaluate and assess risk factors associated with different asset classes. Develop risk mitigation strategies and implement asset management policies. 3. Reporting & Analysis: Prepare and present detailed reports on asset performance, including risk level and compliance with regulations. Tra...

About the Opportunity Job TypeApplication 20 June 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of ...

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 contr...

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 ...

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...

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...

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

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 mu...

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 ac...

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...

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 inves...

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 solutio...

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 work...

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 work...

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 wo...

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, Pr...

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 overa...