4013 Investment Management Jobs - Page 30

About The Role: Prospecting: Be constantly on the lookout to build new investor relationships in the market. Be comfortable to expand client outreach using cold calls (60+ calls per day), along with outbound meetings Build a robust network of investors by socializing with them on a regular basis and holding impactful conversations that convert into business opportunities. Build and maintain close relationship with industry participants like Banks, NBFCs, Wealth Firms, etc. Actively seek to get client referrals. Researching the local market and staying up to date on commercial real estate supply and demand trends Advising clients in the development and execution of their individualized real e...

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. DTCC Digital Assets is at the forefront of driving institutional adoption of digital assets technology with a steadfast commitment to innovation anchored in security and stability. As the financial services industrys trusted t...

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

About AQR Capital Management AQR is a global investment management firm that provides investment management services to pooled investment vehicles including hedge funds, mutual funds, European funds (ie UCITS) as we'll as to separately managed accounts (SMAs). AQR was established in August 1998 and has been engaged in trading equities, fixed income, currencies, commodities and derivatives across the globe. AQR employs long/short equity, arbitrage, global macro, alternative investments (ie, absolute return and total return), and multi-style strategies, among others, to make its trades. AQRs clients include institutional investors, such as pension funds, insurance companies, endowments, founda...

About AQR Capital Management AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Underpinning this philosophy is an unrelenting commitment to excellence in technology powering our insights and analysis. This unique combination has made us leaders in alternative and traditional strategies since 1998. AQR takes a systematic, research-driven approach, applying quantitative tools to process fundamental information and manage risk. ...

As a Wealth Management Relationship Manager at Bimawala Group, your role will involve providing financial planning assistance, managing client investments, offering investment advice, and consulting on insurance matters. You will be responsible for developing personalized financial strategies, building and maintaining customer relationships, monitoring financial markets, and ensuring clients" needs are met with tailored solutions. Key Responsibilities: - Provide financial planning assistance to clients - Manage client investments and offer investment advice - Consult on insurance matters - Develop personalized financial strategies - Build and maintain customer relationships - Monitor financi...

Role Overview: You will be part of the Data Management Team (DMT) within the middle office at Connor, Clark & Lunn Financial Group (CCLFG), responsible for managing data processes and ensuring data quality to support the investment management business. The team plays a crucial role in driving data management maturity and providing accurate data for various functions across the organization. Key Responsibilities: - Maintain and validate fixed-income, equity, and derivatives reference and pricing data with a high level of accuracy - Prioritize, monitor, and manage scheduled processes, ad-hoc requests, and projects in collaboration with multiple business partners - Provide key pre-modeling data...

You will be part of the Wealth Management division at Goldman Sachs, where you will help clients worldwide achieve their financial goals by providing financial planning, investment management, banking services, and comprehensive advice. Your focus will be on people, clients, cutting-edge technology, data, and design to contribute to the growth of the Wealth Management sector. Key Responsibilities: - Become an expert on the policies and procedures related to the lines of business you are supporting. - Conduct internal quality and compliance audits on phone calls and case work completed by operations teams. - Offer professional coaching and feedback to enhance the performance of individuals be...

As the Finance Manager- Portfolio & Accounts, you will have a crucial role in financial analysis, investment management, and portfolio support. Your responsibilities will involve: - Tracking the performance and evaluating the financial health of existing investments and portfolio companies. - Participating in strategic discussions with portfolio companies to guide their financial planning, budgeting, and operational metrics. - Monitoring key business drivers, market developments, and sector-specific risks for portfolio companies. - Evaluating financial performance and growth potential of potential investment targets. - Developing advanced financial models, including valuation models, scenari...

In this role as an Investment Director at Akava Luxurious, your primary responsibility will be to manage investment strategies, analyze financial data, handle investments, and ensure financial success for the organization. **Key Responsibilities:** - Utilize your Investment Management and Finance skills to arrange investments from investors as per company strategies for extension - Apply your Analytical Skills and Investment Strategies expertise to effectively manage investments - Demonstrate your ability to analyze financial data to make informed investment decisions - Utilize your strong communication and presentation skills to effectively communicate investment strategies - Collaborate wi...

As an experienced and driven Wealth Manager at Merits Capital Private Limited, a leading financial services firm, your role will involve utilizing your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. Key Responsibilities: - Leverage your existing client base to generate new sales opportunities and expand business relationships. - Develop and implement strategies to achieve sales targets and drive revenue growth. - Build and nurture strong, long-term relationships with clients. - Understand clients" financial needs an...

As Vice President of Wealth Management at Crest Finserv Limited (CFL) in Mumbai, your role involves overseeing wealth management services, financial planning, and investment strategies. You will manage client portfolios, provide expert financial advice, and ensure effective implementation of investment plans. Your expertise in Financial Planning, Wealth Management Services, Investments, Finance, and Investment Management will be crucial in developing tailored financial strategies for clients. Continuous monitoring of market trends is essential to provide the best financial solutions. Key Responsibilities: - Oversee wealth management services, financial planning, and investment strategies - M...

Role Overview: You will be working as a Wealth Manager - B2B at Nuvama Wealth in Delhi. Your primary responsibilities will include acquiring new partners and conducting financial planning, investment management, managing investments, finance, and insurance for your clients. Key Responsibilities: - Acquire new partners for the company - Perform financial planning for clients - Manage investments and finance for clients - Provide insurance advice and services - Utilize strong analytical and problem-solving skills - Demonstrate excellent communication and interpersonal abilities Qualifications Required: - Possess financial planning and investment management skills - Minimum of 2 years of experi...

As a Financial Advisor at Life Insurance in Meerut, you will be responsible for conducting financial planning, assisting clients with retirement planning and investment decisions, and providing financial advisory services. Your role will involve utilizing excellent analytical and problem-solving skills, as well as demonstrating strong communication and interpersonal abilities. This is a full-time hybrid position with the option for some remote work. Key Responsibilities: - Conduct financial planning for clients - Assist clients with retirement planning and investment decisions - Provide financial advisory services to clients - Utilize excellent analytical and problem-solving skills - Demonst...

As a Senior Professional at Alpha Alternatives, a Multi Asset Class, Proprietary Capital Investing, and Asset Management Platform, your role involves managing and acquiring high-net-worth individuals (UHNI) and corporate relationships in India. Your primary focus will be on driving business growth and delivering exceptional client service by providing personalized and high-level service to address the unique financial needs of clients. Your key responsibilities include: - **Relationship Management:** - Build, manage, and strengthen relationships with UHNI clients, family offices, and corporate entities. - Develop trust-based relationships with decision-makers and key stakeholders within UHNI...

Role - Group CIO Location - Ahmedabad (On-Site) Reports to - Managing Director Qualification - Preferred CA/CPA Compensation - Best in the Market (Decent Hike on the Current) Major KRA - Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the Investment Committee & Director. Manage the investment portfolio of the Family Group, ensuring alignment with strategic objectives and risk tolerance. Present investment opportunities to the investment committee for effective decision-making. Will be responsible for the continual review of investments, managing the Family Group & investment portfolio , and actively engaging with indus...

As an Investment Relationship Manager, your role involves interacting with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their interest in fixed income products. You will oversee the marketing process and contribute to broader company marketing efforts by creating investor materials, hosting webinars, and organizing investor events. Developing and managing relationships with current and potential investors will be a key responsibility. Key Responsibilities: - Collaborate with Product teams to design tailored products for specific situations - Assess client credit profiles to propose customized deals and close transactions - Work with corporates fo...

As a qualified Chartered Accountant with at least 2 years of experience in Indirect Taxation, GST Audits, and Compliance, you will be responsible for various aspects of tax planning, accounting, and financial management. Your role will involve working closely with clients on GST working, Accounting, preparation of Final Accounts, GST returns, and ROC Annual Filing of Companies. Additionally, you will collaborate with the tax department to ensure tax planning, client interaction, and special projects are effectively carried out. Key Responsibilities: - Compile and reconcile GST returns forms such as GSTR-1, 2, 3 monthly return, 3B up to GSTR-8 - Manage input tax, GST Audit, credit claim, and ...

About the Opportunity Job Type: Permanent Application Deadline: 11 October 2025 Title Investment Compliance Monitoring - Associate Department General Counsel Shared Services Location Gurgaon, India Reports To Manager - Investment Compliance Monitoring Level 2 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 General Counsel Shared Services Team and feel like you're part of something bigger. General Counsel Shared Services General Counsel (GC) is a trusted advisor to all parts of Fidelity International Limited (FIL), providing high-value ind...

Associate Analyst, Risk Management The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The opportunity This opportunity will enable the professional to help the firm and its client serving professionals in making right decisions with respect to engagement acceptance, in sync with EY internal compliance policies and regulatory framework. This role will assist in evaluating the risks associated with each engagement and suggest ways to mitigate them. As a conflicts management professional, this opportunity enables to assesses internal EY relationships with the parties involved and provides safeguards to address...

Understands the engineering design and operational aspects of the facility s systems and equipment Must be able to recognize system shortcomings and respond to operational and emergency situations Ensure Planned Preventive Maintenance activities are undertaken in accordance with the schedule Ensure the implementation and management of Risk and Safety work practices to reduce any interruption to operations Implement regular inspections of the facility on energy conservation, maintenance practices, utility management and risk management procedures Implement the pre-emptive maintenance program to reduce the risk of sudden failures of critical equipment Provide training to on-site teams on equip...

You will be the Site leads reliable resource on whom we can bank on for all technical expertise. You ll achieve this by responsibly performing routine site checks and inspections to ensure all critical procedures and equipment management best practices are implemented and followed. Also we would look at your technical skills and suggest if any processes can be improved and implement cost saving measures. There will be questions that will arise while you are at the forefront and your contributions should be inline with team thoughts and motive. You ll also lend the team a big hand by providing admin support including front desk duties, basic housekeeping and appointment coordination. You ll n...

Abstracts and System Data; verify and review System Reports and System Data for Accuracy and Completeness; perform Lease Document Matching and Review for completeness to be able to Abstract; Accurately record Lease Documents information into Master Document Control Log / Document Trackers; Work closely with internal Stakeholders to resolve Document/Abstraction related queries; Review landlord invoices to ensure adherence to lease requirement; prepare area, cost-schedule and events variance reports for validation projects; ensure our processes and procedures are maintained to ensure adherence with all internal and external compliance policies. Other required tasks may include; Assisting with ...

- Monitoring of Housekeeping related activities - Arrangement of all consumables and supplies for Client / VIP visits - Interfacing with the pest control for carrying out the pest control activities at the facility - Monitoring the mail room activities - Preparing the Daily/Weekly and Monthly reports - Ensuring all compliance audit documents are submitted by vendor in compliance audit site - Interacting with the housekeeping vendor - Taking facility rounds and find out snags and raising Corrigo tickets for the same - Follow up and close the corrigo tickets logged as per SLA - Effectively manage ground team to ensure an on time deliverable system - Routine inspection of all services to ensure...

Preparation, development and analysis of management accounting information To be responsible for financial reporting, analysis and projection for clients To abstract critical and key information from leases and other contract documentation; To transfer or abstract information into various lease and portfolio database systems; Key Contacts Internal and external stakeholders based in or outside India/JLL. Duties and Responsibilities Abstracting critical and key information from leases and other contract documentation Transferring abstracted information into various lease and portfolio database systems Verifying and cross-checking abstracts, system content and other data to ensure completeness ...