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10.0 - 15.0 years
3 - 6 Lacs
mumbai
Work from Office
Key Responsibilities: - Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. - Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. - Strategic CommunicationCollaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUF's value proposition and investment strategy. - Event ManagementPlan and coor...
Posted 2 weeks ago
10.0 - 20.0 years
30 - 45 Lacs
mumbai
Work from Office
Experience: 10+ years in Wealth Management, Private Banking, or Family Office Services Organization:Alternative Investment Fund(AIF) Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks,...
Posted 2 weeks ago
5.0 - 9.0 years
4 - 6 Lacs
mumbai, ahmedabad, chennai
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 2 weeks ago
5.0 - 9.0 years
4 - 6 Lacs
mumbai, chennai, surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 3 weeks ago
5.0 - 9.0 years
3 - 6 Lacs
bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 3 weeks ago
5.0 - 9.0 years
4 - 6 Lacs
ahmedabad
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 3 weeks ago
5.0 - 8.0 years
4 - 6 Lacs
shimoga
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 3 weeks ago
7.0 - 11.0 years
15 - 18 Lacs
ahmedabad
Work from Office
Job Description 1) Ownership of the Asset Gathering Target of the Zone & assigned territory 2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. 3) Increasing AUM of the location. 4) Penetration of existing client base for creating new investors in MF/Investments from existing client base. 5) Ensuring better client experience both by qualitative and quantitative interventions. 6) Assist in investment portfolio asset allocation of customers. 7) Portfolio Monitoring/Review. 8) Coach Asset RMs and Business Development RM teams on latest products. 9) Conduct Market and Product update calls for Asset RMs and Business Development ...
Posted 3 weeks ago
5.0 - 9.0 years
4 - 6 Lacs
surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 3 weeks ago
2.0 - 5.0 years
5 - 8 Lacs
mumbai
Work from Office
Job Description: Prepare detailed research reports, company profiles, and business analyses across sectors. Build, analyze, and update financial models . Generate investment ideas by screening companies across various industry verticals. Analyze company financial statements and performance metrics . Prepare Initiating Coverage (IC) research reports , including financial forecasting, DCF, and FCF valuation. Deliver presentations to institutional clients . Interact with institutional clients such as Mutual Funds, Insurance Companies, Banks, and FIIs to provide updates on research insights. Key Skills & Competencies: Strong analytical thinking combined with execution ability. Proficiency in fin...
Posted 3 weeks ago
2.0 - 5.0 years
0 - 1 Lacs
bengaluru
Work from Office
Lead Analyst Equity Research - Sell Side: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia...
Posted 3 weeks ago
5.0 - 10.0 years
50 - 60 Lacs
mumbai
Work from Office
Position: Institutional Research Head Location: Fort - Mumbai Position Overview: The Institutional Research Head will lead the research team, providing high-quality investment insights, sector analysis, and stock recommendations to institutional clients. This role demands strong leadership, analytical, and communication skills to enhance the firms research capabilities, market reputation, and institutional ratings. Key Responsibilities 1. Research Leadership & Strategy Develop and execute a comprehensive research strategy aligned with market trends and institutional client needs. Oversee sector coverage by the research team, ensuring timely and actionable insights. Maintain high-quality rese...
Posted 3 weeks ago
3.0 - 8.0 years
12 - 13 Lacs
mumbai
Work from Office
Assistant General Manager (Product & Research - Forex & Rupee Derivatives) RECRUITMENT OF SPECIALIST CADRE OFFICER ON REGULAR BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/14) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 08.10.2025 TO 28.10.2025 State Bank of India invites Online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Regular Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / la...
Posted 3 weeks ago
15.0 - 24.0 years
35 - 60 Lacs
kolkata, hyderabad, pune
Work from Office
The primary role of equity research analysts is to analyse financial statements, perform valuations and develop economic models to forecast future performance. Iidentifying investment opportunities and managing risks.
Posted 3 weeks ago
0.0 - 1.0 years
1 - 1 Lacs
gurugram
Work from Office
Responsibilities: * Assist with portfolio management decisions * Collaborate on equity research projects * Present findings at team meetings * Conduct investment analysis using financial tools * Prepare reports on market trends
Posted 3 weeks ago
3.0 - 7.0 years
4 - 6 Lacs
noida
Work from Office
What Youll Do Conduct comprehensive fundamental research on companies and sectors; track earnings, guidance, regulatory and macro developments. Build, maintain, and audit 3statement models; perform valuation using DCF, trading and transaction comps, and scenario/sensitivity analysis. Apply LLM workflows to summaries transcripts/filings, extract KPIs, compare guidance, and draft research notes for faster iteration. Develop clear investment theses with catalysts, downside risks, and valuation views tailored to Indian markets. Collaborate with portfolio managers on position sizing, risk limits, and ongoing monitoring of holdings. Use F&O knowledge to propose hedging overlays (e.g., protective p...
Posted 3 weeks ago
2.0 - 7.0 years
3 - 6 Lacs
noida
Work from Office
Responsibilities: Conduct equity research using Bloomberg, FactSet & Excel Collaborate with investment team on portfolio management Prepare financial reports & presentations Analyze companies' financials & market trends
Posted 3 weeks ago
3.0 - 8.0 years
8 - 18 Lacs
gurugram, mumbai (all areas)
Work from Office
Seeking a Financial Analyst with expertise in DCF modeling to support real estate transactions. Responsibilities include building financial models, conducting valuations, and providing insights on assets across the U.S. and Europe. Required Candidate profile Argus Enterprise Mastery DCF Modeling Model Optimization Market Analysis Reporting & Insights Collaboration Performance Evaluation
Posted 3 weeks ago
5.0 - 9.0 years
0 - 1 Lacs
gurugram
Work from Office
Lead Analyst -Equity Research -Sell Side: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia...
Posted 3 weeks ago
2.0 - 5.0 years
15 - 25 Lacs
jaipur
Work from Office
We are seeking a skilled Equity Research Analyst to join a leading investment management firm in Jaipur. You will be responsible for conducting thorough financial analysis and providing investment recommendations across both listed equities and startup/VC investments. The role requires strong analytical skills, sector knowledge, and the ability to deliver actionable insights that shape investment and portfolio strategies. Key Responsibilities: Conduct in-depth fundamental analysis of companies, industries, and market trends. Evaluate opportunities in both listed equities and startup/VC space. Generate and present well-researched investment ideas to the team. Build and maintain detailed finan...
Posted 3 weeks ago
2.0 - 5.0 years
0 - 1 Lacs
mumbai
Work from Office
Senior Analyst -Equity Research -Sell Side India Market : Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging marke...
Posted 4 weeks ago
3.0 - 7.0 years
11 - 15 Lacs
bengaluru
Work from Office
Looking for a Head of Research (12–15 LPA, 3+ years experience) to lead mutual fund portfolio research, engage with fund managers, and deliver insights for client-centric investment strategies. Required Candidate profile Must-have: CFP + MBA (Finance/Investment), strong analytical & financial modeling skills, and excellent communication. If you’re passionate about investment research and ready to make an impact, apply
Posted 4 weeks ago
2.0 - 5.0 years
0 - 1 Lacs
bengaluru
Work from Office
Senior Analyst Equity Research - Sell Side: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colomb...
Posted 4 weeks ago
4.0 - 9.0 years
20 - 35 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Hybrid
Roles & responsibilities Responsible for execution of end-to-end preparation of valuations of illiquid investments (equity and debt valuation) within the portfolio valuations space. Responsible for execution of end-to-end engagements, perform audit reviews and appraising third-party valuation reports Be responsible for the high-quality timely delivery of projects by self and the team members Coach a team of business valuation professionals Manage workflow, delivery, team utilization and act as point of contact for the onshore Geo(s) Be involved in recruitment, learning and development and performance management Build strong brand equity with onshore stakeholders Contribute to at least one CF...
Posted 4 weeks ago
1.0 - 5.0 years
3 - 8 Lacs
mumbai
Work from Office
Conduct in-depth bottom-up research on companies across sectors/industries. Develop and maintain financial models and valuation analyses. Analyze company financials, industry trends, and competitive positioning. Meet with company management teams. Required Candidate profile Present investment ideas, research findings to portfolio managers and investment team. Monitor existing portfolio holdings and update recommendations as necessary. Collaborate with the team.
Posted 1 month ago
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