216 Asset Allocation Jobs - Page 9

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...

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. ...

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 strate...

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 en...

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 ...

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 aspe...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

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...

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 Regist...

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...

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 #LifeAt...

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...