Wealth Management Advisor Haardik Nayak Financial Products Distribution Pvt. Ltd.

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

You will be joining a Financial Products Distribution Company established in 1994 as a Relationship Manager (Wealth Advisor). Your role will involve providing personalized financial planning, investment management, and wealth preservation strategies to assist clients in achieving their financial objectives. **Key Responsibilities:** - Build and nurture strong relationships with high-net-worth individuals and families. - Create and execute tailored financial plans encompassing investment strategies, tax optimization, estate planning, and retirement solutions. - Perform thorough portfolio evaluations and offer continuous guidance based on market trends and client requirements. - Identify poten...

Posted 2 weeks ago

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Assistant VP - Cost of Income - Global Markets Barclays

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

As an Assistant VP - Global Markets at Barclays, you will play a crucial role in spearheading the evolution of the digital landscape, driving innovation and excellence. Your primary focus will be on harnessing cutting-edge technology to revolutionize digital offerings, ensuring unparalleled customer experiences. **Key Responsibilities:** - Interact and negotiate with external service providers to review plans by product and region. - Develop tools utilizing cutting-edge technology to provide insight into cost drivers. - Provide hands-on support and guidance to junior team members, ensuring quality and accuracy in deliverables. - Analyze data to propose opportunities for cost savings for the ...

Posted 1 month ago

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Analyst - Structured Credit Trading Barclays

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

As an Analyst in Structured Credit Trading at our Mumbai office, you will play a crucial role in supporting the trading and analyst teams globally. Your responsibilities will include producing essential MIS reports, conducting analysis, maintaining tools for identifying trading opportunities, recommending trade ideas, analyzing companies, and providing customized ad hoc analysis. Key Responsibilities: - Support the US and EU CLO Primary business in executing CLO transactions by working closely with the structuring and syndication functions - Assist in bridging the front office with product support functions - Collaborate with the team on running intex models, portfolio analysis, and deal clo...

Posted 1 month ago

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Senior Investment / Business Analyst Landytech

3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

Role Overview: Landytech, a company focused on revolutionizing access to asset information through its industry-leading investment reporting platform Sesame, is seeking a Senior Business Analyst for ETL and integrations to join their Integration Product team. As the Senior Business Analyst, you will play a crucial role in analyzing and transforming data across various asset classes to ensure it is ready for analytics at scale. Key Responsibilities: - Act as the lead representative of the team, analyzing reporting across all asset classes and translating findings into comprehensive mapping, validation, and transformation rules. - Collaborate with Product Managers and Engineers to scope, refin...

Posted 1 month ago

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Data Analyst Wipro

5.0 - 10.0 years

15 - 25 Lacs

pune, bengaluru

Work from Office

Job Summary: We are seeking a seasoned Domain Expert with deep expertise in Capital Markets and Investment Management , specifically in Portfolio Accounting . The ideal candidate will have hands-on experience in implementing solutions using platforms like Aladdin and Eagle , and possess strong data analysis capabilities. Candidates with CFA certification or equivalent are highly preferred. Key Responsibilities: Lead and support implementation projects in the investment management domain, particularly around portfolio accounting. Collaborate with business stakeholders to understand requirements and translate them into functional and technical specifications. Perform detailed data analysis and...

Posted 1 month ago

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