5049 Investment Management Jobs - Page 30

Role: Investment Analyst - Workplace Solutions Shift: UK Location : Navi Mumbai The Group: Morningstar, Inc.’s mission is to empower investor success. We were founded on the simple idea that when people have good investment information, they make better choices that lead to better outcomes. The Investment Management group consists of our Managed Portfolios and Workplace solutions teams. Within Morningstar Investment Management, LLC, the Workplace group offers a range of retirement solutions, including managed accounts, custom models, and advice service by acting in a fiduciary capacity or as an independent financial expert, as defined by ERISA: IFE, 3(28), or 3(21) capacity. The flagship pro...

About the Opportunity Job Type: Permanent Application Deadline: 07 December 2025 Title Senior Manager Department GPS Investment Solutions Team Location India - Bangalore / Gurgaon Reports To Gaurav Lal - Head of Investment Solutions Team Level 6 Intro We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this By working together - and supporting each other - all over the world. So, join our team and feel like you're part of something bigger. The Global Platform Solutions (GPS) Investment Solutions Team is responsible for the research, design, development and management of investment products solutions used by our retail and instit...

Job Title: Investment Specialist Location: Bangalore Department:- TPD ROLE SUMMARY The role holder is responsible for managing / responsible for driving investment penetration among High Net Worth Individual (HNI) clients by promoting wealth products and advisory solutions. The role focuses on enhancing client portfolios through structured offerings, ensuring compliance, and building strong relationships with Relationship Managers (RMs) to achieve business objectives. KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model o...

Role Description : As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities : Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining i...

Role Description Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Lead and other stakeholders Training and coaching new hires in the team Fund Manager Screening and quarterly update of the financial statements, onboard new fund managers and update portfolio details as per the schedule of investments Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a stru...

Role Description Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Lead and other stakeholders Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, compa...

Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users.Requirements: 3+ years of product management or relevant experience ...

Job Title: Sr. Relationship Manager - Wealth Management Location: Pune Department: Wealth Management Experience: 3-8 years Role Overview As a Sr. Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations, and design investment solutions accordingly. Monitor market tr...

As a Sales Manager at Brown-Forman, you play a crucial role in the organization by focusing on the retail environment where consumer decisions take place. Your contributions will support key organizational decisions, foster the growth of brands, and prepare you for future commercial roles. Working with a diverse and motivated team, you will develop your capabilities in an organization driven by deep-rooted values. **Key Responsibilities:** - Focus on Delhi & Mumbai for 50% of your time and cover the rest of the region. - Visit airport Duty Free outlets to gather insights and ensure the presence of Brown-Forman brands. - Develop relationships with purchasing contacts to identify growth opport...

As a Project Manager at ISS STOXX's Research Institute in Mumbai, Goregaon (East), you will be a key player in coordinating various projects and ensuring the success of the Research Institute by gathering impactful information. You will collaborate with internal stakeholders to execute the research agenda effectively, maintain project schedules, and support relationship building with external stakeholders. Additionally, you will develop and track Key Performance Indicators (KPIs) to evaluate customer feedback and brand perception, contribute to research projects, and support data visualization efforts for publications and communication campaigns. Key Responsibilities: - Coordinate with inter...

In your role at Goldman Sachs Private Bank as a part of the Private Lending Underwriting (PLU) team in Bengaluru, you will be primarily responsible for the underwriting of loans to GS Private Wealth Management clients. Your key responsibilities will include: - Evaluating all risk and economic implications of transactions, utilizing strong analytical and technical skills - Working closely with the Regional Lending Team to advise and develop solutions for clients within acceptable risk parameters - Developing and maintaining a thorough understanding of the product suite offered in Private Lending and ensuring consistency in the underwriting process - Documenting loan structure and analysis for...

About the Role: You will be an Associate Product Manager in the Fundamentals & Estimates Product Management Team within the Market Intelligence Data & Research organization at S&P Global. Your responsibilities will include delivering new products, product enhancements, and developing the go-to-market strategy for Fundamentals and Estimates on the S&P Capital IQ Pro, S&P Capital IQ, and Visible Alpha platforms. You will work closely with internal divisions and teams such as Technology, Content, Sales, Marketing, Account Management, and Client Services, as well as collaborate with clients to shape and execute the roadmap for Fundamentals & Estimates. Responsibilities: - Support senior Product ...

As an Associate Product Manager for Fundamentals & Estimates at S&P Global Market Intelligence, you will be joining the Fundamentals & Estimates Product Management Team within the Market Intelligence Data & Research organization. In this role, you will be responsible for delivering new products, product enhancements, and developing the go-to-market strategy for Fundamentals and Estimates on various platforms. You will collaborate closely with internal divisions and teams such as Technology, Content, Sales, Marketing, Account Management, and Client Services, as well as with clients to shape and execute the roadmap for Fundamentals & Estimates. **Key Responsibilities:** - Support senior Produc...

Supporting the review of borrower reporting, funding requests, and borrowing base calculations. Design, testing, and enhancement of data analytics models and reporting tools Analysing data related to ABF investments Required Candidate profile 7+ years of experience with 3+ years of experience in data management, analytics, or portfolio operations, in securitized products, asset-backed finance Strong in Excel and SQL, and Python Power BI

Design and maintain AWS-based data lake / warehouse (S3, Glue, Redshift/Snowflake) Implement secure, automated ingestion from MDM, Datawarehouse, FTP/-email feeds and servicer reports Build performance ELT pipelines Optimize complex SQL Required Candidate profile 7+ years in data engineering Hands on experience with Cloud: AWS (S3, Glue, Lambda, Redshift/Snowflake or Aurora), IAM, networking basics, Azure 5+ years with SQL and Python Data engineering

Design and maintain AWS-based data lake / warehouse (S3, Glue, Redshift/Snowflake) Implement secure, automated ingestion from MDM, Datawarehouse, FTP/-email feeds and servicer reports Build performance ELT pipelines Optimize complex SQL Required Candidate profile 7+ years in data engineering Hands on experience with Cloud: AWS (S3, Glue, Lambda, Redshift/Snowflake or Aurora), IAM, networking basics, Azure 5+ years with SQL and Python Data engineering

You will be joining Benefit Street Partners (BSP) as an Associate in the Private Debt team. In this role, you will play a central part in evaluating, structuring, and negotiating private debt transactions, as well as monitoring investments. As a member of the investment team, you will be engaged in due diligence, execution, and portfolio management. Working closely with a small deal team in a dynamic and entrepreneurial setting, you will have regular interaction with senior members of the firm and the senior management of portfolio companies. **Key Responsibilities:** - Model and value potential investment opportunities - Conduct quantitative and qualitative analyses to support underwriting ...

Skill required: Retirement Solutions - Investment Management Designation: Delivery Lead Manager Qualifications: Any Graduation Years of Experience: 13 to 18 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We e...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Job Title: Platform Control & Support - PCT Senior Analyst Shift: UK / APAC / US Overview of the Role As a Senior Analyst within the Platform Control & Support (PCT) team, you will play a critical role in maintaining a robust control environment and supporting investment teams in ensuring effective pre- and post-trade mandate restriction monitoring . You will act as a subject matter expert , leading the oversight and delivery of complex control activities, handling escalations, and managing ad-hoc requests. This role is suited for a professional with solid experience in Investment Management Operations or Compliance Monitoring , who thrives in a fast-paced, collaborative environment and demo...

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

Regional Head- Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales tea...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager Investments Sustainable Investments The Sustainable Investment Analyst will sit within Mercers Investment Management (IM) team reporting to the Sustainable Investment Leader, Pacific. The analyst will play a key role in leading environmental, social and governance (ESG) analytics across Mercers sustainable investment framework and be responsible for integrating and managing data needs across key work streams including but not limited to ESG integration, stewardship, net zero, m...

As a Senior Analyst, you will play a key role in delivering a robust control environment and providing support to Investment Teams to ensure effective pre- and post-trade mandate restriction monitoring. This includes overseeing complex tasks, handling ad-hoc requests, and ensuring timely and accurate delivery of daily operational activities in a fast-paced environment. Key Responsibilities Work within a team responsible for Investment Restriction Compliance Management --violation oversight, onboarding, and query resolution. Oversee daily reviews of overnight violation monitoring; escalate and track issues through to resolution. Partner with Investment Desks, Product, and Client Executives ac...