4013 Investment Management Jobs - Page 28

Engage confidently with internal and external stakeholders and see things from their perspective. Are driven to succeed and love achieving challenging goals. Bring a structured and organised approach to everything they do. Communicate and collaborate to achieve success. Thrive under pressure and deal effectively with tight deadlines and high expectations.

To provide receptionist and front office duties in accordance with company policies, procedures and processes. Achievement of the Key Performance Indicators and Service Level Agreement targets. Making sure to demonstrate professional and polite responses in telephone responses. Ensure personal preventability and dress in the assigned uniform Receive, inform, guide visitors including co-ordination with employees Preparation of database of Client contacts and updating Responsible for maintenance and upkeep of front office Ensure receipt of magazines and newspapers for the building and ensure display of the latest version in the reception as well as removal of the outdated magazines Ensure comp...

Financial Accounting & Reporting Prepare and maintain accurate books of accounts as per statutory requirements. Ensure timely preparation of monthly, quarterly, and annual financial statements. Assist in preparing MIS reports for management review. Accounts Payable & Receivable Management Oversee vendor payments, staff reimbursements, and other liabilities. Monitor collections from clients/customers and ensure timely realization. Reconcile accounts receivables and payables periodically. Budgeting & Forecasting Assist in the preparation of annual budgets and forecasts. Monitor actual performance against budgets and highlight variances. Support cost control initiatives and provide financial in...

Support work order management for in house staff and vendors as necessary Meet or exceed site Key Performance Indicators (KPI s); assist with monitoring Service Level Agreements (SLA s) monthly to identify potential challenges and plan corrective actions accordingly Assist in the development and management of operating and capital budgets Support the Technical Facilities Manager in the implementation of short and long-term projects for the client Assist in the development and implementation of the annual management plan (set deliverables); accomplish key performance indicators as identified by the Account Manager Oversee the appropriate monthly/quarterly/annual reporting appropriate for the ...

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Role Overview: The Treasury Executive is responsible for managing the cash flow, liquidity, and financial risk. The role involves overseeing daily cash management, maintaining banking relationships, forecasting cash requirements, and ensuring the company has adequate funds for its operations and strategic initiatives. The Treasury Executive plays a crucial part in supporting business growth by ensuring efficient management of funds while minimizing financial risks. Key Responsibilities: Cash Management: Monitor and manage daily cash positions to ensure liquidity and availability of funds. Prepare daily cash position reports, highlighting the company's available cash balances, and forecast fu...

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details on the role you may also whats up your resume on 7706031623 Job Title: CFP & Sr. Relationship Manager / Investment Advisor Location: Gurgaon Experience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role) Education: Graduate (CFP/CFA/CA preferred) About the Role: Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with HNI/affluent clients. The role combines financial planning expertise with relationship management , helping clients achieve their financial goals through tailored investment strategies and holistic advisory. Key Responsibilities: Manage and deepen relationships with HNI clients; a...

Key Responsibilities : Lead or support end-to-end implementation of SAP RE-FX/REM modules. Conduct requirement gathering workshops , process mapping, and gap analysis. Configure SAP RE-FX for lease management , contract workflows , property lifecycle , and IFRS 16/ASC 842 compliance . Integrate RE-FX with SAP FI, CO, FI-AA , and other modules. Manage data migration from legacy systems (e.g., NAKISA) to SAP RE-FX. Develop custom reports and dashboards using SAP Analytics Cloud, BW/BI, or Fiori. Provide functional documentation , user training , and post-Go-Live support . Collaborate with stakeholders to troubleshoot and resolve issues. Required Skills & Qualifications : 3+ years of hands-on e...

As a Senior Fund Manager at AJ STOCK AUSTRALIA IFSC PVT LTD in GIFT CITY, GJ, your role will involve overseeing investment portfolios, analyzing market trends, developing investment strategies, and managing assets. You will be responsible for continuous monitoring of market conditions, assessing the performance of investment portfolios, and making informed investment decisions. Additionally, you will collaborate with clients to understand their financial objectives and provide customized investment solutions. Key Responsibilities: - Oversee investment portfolios - Analyze market trends - Develop investment strategies - Manage assets - Monitor market conditions - Assess performance of investm...

As an Assistant Manager or Manager in the Treasury department of our finance team, your role will involve managing the company's liquidity, financial risk, banking relationships, and investment activities. You will be expected to efficiently utilize funds, optimize borrowing costs, and ensure compliance with all regulatory requirements applicable to an NBFC. - Manage the company's liquidity to ensure smooth operations - Assess and mitigate financial risks effectively - Build and maintain strong relationships with banking partners - Oversee investment activities to achieve maximum returns - Optimize borrowing costs to enhance financial performance - Ensure compliance with all relevant regulat...

As a Director of Data Analytics Quality in the Data Management team based in Gurgaon, Haryana, you will oversee the quality of data within the Aladdin Data system. Your responsibility includes ensuring that data is accurate, reliable, and meets the required standards. Key Responsibilities: - Develop and implement quality assurance processes for data analytics within the Aladdin Data system - Collaborate with cross-functional teams to identify and address data quality issues - Conduct regular audits and reviews of data to identify areas for improvement - Create and maintain documentation related to data quality processes and procedures - Provide leadership and guidance to a team of data analy...

Role Overview: As a financial planner at the fast-growing personal investment company, your primary responsibility will be interacting with clients, planning their investments, reviewing portfolios regularly, and managing other operational requirements. Your role plays a crucial part in managing the day-to-day operations of the firm, ensuring smooth workflow, and maintaining high-quality service standards. Key Responsibilities: - Operations Management: - Oversee and manage the daily operations, including client onboarding and account maintenance. - Develop and implement efficient procedures and workflows to streamline operational processes. - Client Service: - Provide exceptional client serv...

As a Technical Architect specializing in Eagle PACE and Fund Accounting at Eagle Star, your role involves: - Working closely with Delivery Managers, System/Business Analysts, and other subject matter experts to understand requirements and design solutions - Developing a thorough understanding of the Eagle data model, architecture, and functionality provided by Eagle on STAR, PACE, and Portal - Assisting in effort estimation for new projects/proposals - Producing/reviewing technical specifications and unit test cases for the interfaces under development - Developing and implementing standards, procedures, and best practices for data maintenance, reconciliation, and exception management - Demo...

You will be working as a full-time Investment Specialist at Workassist in Lucknow. Your primary responsibilities will include analyzing investments, developing and implementing investment strategies, and managing investment portfolios for clients. - Utilize your analytical skills and finance expertise to analyze investments effectively - Develop and execute investment strategies to achieve client goals - Manage investment portfolios on behalf of clients - Demonstrate strong problem-solving abilities to address investment challenges - Communicate effectively and build strong interpersonal relationships with clients - Collaborate with team members to ensure successful investment outcomes - Pos...

As a SAP FICO Consultant, your role involves designing, customizing, configuring, and testing FI/CO modules. You are responsible for understanding the delivery process and participating in client support services, including location structure development, login/password resets, and initial testing of customized tools. Your key responsibilities include: - Implementing and deploying SAP financial solutions for finance, accounting, cost controls, executive controls, treasury, and investment management - Assisting businesses in leveraging standard process/system capabilities to reduce complexity and customization - Facilitating the implementation and support of SAP Financials, focusing on FICO C...

As the Finance and Treasury Manager, your primary role will be to oversee the comprehensive financial operations of the family office and its investment companies. This includes financial planning, analysis, reporting, tax management, cash management, and coordination with external consultants. You will ensure the accuracy and compliance of all financial activities, cross-check the work of consultants, and report directly to the promoter. **Key Responsibilities:** - Financial Planning and Analysis: - Develop and manage financial budgets, forecasts, and plans for the family office and investment companies. - Analyze financial performance and provide insights and recommendations for improvemen...

Job Title: Investment Manager / Business Manager Education: Minimum Bachelor's Degree Experience: Minimum 4-5 years Job Description: We are looking for a skilled and dynamic Investment Manager who can manage our investments, oversee business activities, and build strong connections with High Net-Worth Individuals (HNIs). The ideal candidate will be responsible for driving growth through business planning, investment management, and relationship building. This role requires a strong business mindset, the ability to analyze opportunities, and the expertise to connect HNIs for investments into the company's properties and products. Key Responsibilities: Manage and oversee company investments an...

Mercer is seeking candidate for following position based out our office in Mumbai : Lead Specialist - Investments (OCIO Fund Expenses Investment Solutions) What can you expect? This is an exciting opportunity for a senior candidate to join one of Mercers largest and most rapidly-growing business areas investment solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $400bn of client assets now under management globally, c.$160bn of which is invested on behalf of international investors. Our Investor base is institutional and typically clients are DB/DC Pension Schem...

Job Title: Sr. Software Engineer Job Code: 11295 Country: IN City: Mumbai Skill Category: IT\Technology Description: .

This Global Team is involved in various projects and opportunities across the globe, working on high value deals, strategic sourcing, supplier selection, commercial negotiations, contract reviews, category strategy and analytics. What is the Enterprise Vendor Management group responsible for The Enterprise Vendor Management team supports strategic initiatives and firm-wide objectives through the global management of labor and non-labor vendors for the purpose of delivering high quality vendor products and services to grow our investment management business, while optimizing the total cost of ownership. What are the ongoing responsibilities of a Procurement Analyst You will be a part of the G...

. BASIC INFORMATION ON THE POSITION Position Name Team Leader - Software Mandatory/Required Skills & Location Location Mandatory/Required Skills PURPOSE OF THE ROLE Provide Analysis & Design model (High Level Design) / Architecture and a direction for a project Own Analysis & Design model (HLD) or architecture of a project Ensure quality of technical deliverables of a project KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Interact with business and technical stakeholders to understand requirements, challenges and expectations 2. Understand the customer and end user requirement (both explicit and implicit) 3. Ensure quality of deliverables to the satisfaction of the customer and end user expect...

. BASIC INFORMATION ON THE POSITION Position Name Manager - Software Mandatory/Required Skills & Location Location Mandatory/Required Skills PURPOSE OF THE ROLE Provide Analysis & Design model (High Level Design) / Architecture and a direction for a project Own Analysis & Design model (HLD) or architecture of a project Ensure quality of technical deliverables of a project KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Interact with business and technical stakeholders to understand requirements, challenges and expectations 2. Understand the customer and end user requirement (both explicit and implicit) 3. Ensure quality of deliverables to the satisfaction of the customer and end user expectatio...

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1.NISM VA (for Mutual Funds) 2.NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with a...

As an ideal candidate for this role, you should have experience in investment and portfolio management. Additionally, you are expected to possess good knowledge of Power BI and Advanced MS Excel. The job type is Full-time and the work schedule is in the Morning shift. It is essential that you are able to reliably commute to Gurgaon, Haryana or are planning to relocate there before starting work. Your key responsibilities in this role will include: - Demonstrating experience in investment and portfolio management - Possessing good knowledge of Power BI and Advanced MS Excel Qualifications required for this position: - Bachelor's degree - Minimum of 1 year of experience in investment managemen...