4062 Investment Management Jobs - Page 34

Role Description : As a Software Engineer - Investment ops 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 ...

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 invest...

Role Description: As a Senior Data Reporting Services Specialist at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: 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 Pro...

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 inve...

Role Description Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities: 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 ...

Role Description As a Senior Data Reporting Services Specialist at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: 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 Proc...

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 in...

Role Description: As a Software Engineer - Investment ops 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 maintainin...

Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities : 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 portfolio...

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 in...

Role Description: As a Software Engineer - Investment ops 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 maintaini...

Duties and Responsibilities :Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities : 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 ...

Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients.Key responsibilities: 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 ...

PURPOSE OF THE ROLE Responsible and accountable for the performance of the Enablement Operations team within the Business Operations group to focus on streamlining and enhancing processes and ensuring systemic compliance to defined guidelines KEY RESPONSIBILITIES AND ACCOUNTABILITIES Process Improvements Intitiating process improvements to address areas of current pain Systemic Compliance Ensuring that systemic validations are implemented and issues closed by required stakeholders resulting in correctness of information in systems Governance of existing processes Governance of processes defined (against SLA/timelines) to ensure that the end objective is met Performance enhancements and monit...

Support end-to-end securitization transactions, including origination, structuring, and execution Conduct financial modeling, cash flow analysis, and credit risk assessment. Coordinate with rating agencies, legal, and internal stakeholders. Required Candidate profile Strong understanding of securitization, ABS/MBS/CLO structures, and capital markets. Expertise in cash flow modeling, product structuring, and structured finance. Perks and benefits PF 1 way cab

Role: Investment Product Specialist - Digital Wealth Location- Mumbai Job Description : The purpose of the job is to be responsible for providing expert knowledge and support in the domain of securities products. This role involves deep understanding of investment products, market trends, and client needs to enhance the product offering and drive business growth. Key Responsibilities: Product Expertise: Develop and maintain an in-depth understanding of securities products, including equities, bonds, derivatives, and more. Stay updated on market trends and competitor offerings. Product Enhancement: Identify opportunities to enhance existing securities products. Collaborate with product develo...

As a Salesperson at Wealth Management India, you will be responsible for developing detailed product knowledge and cultivating client relationships to create a sales strategy aligned with the bank's objectives. Your main tasks will include: - Developing a deep understanding of client needs by maintaining regular contact and researching appropriate sales solutions - Building relationships with various departments within the bank to ensure effective end-to-end client/product delivery - Operating within legal, regulatory, and bank policy requirements - Identifying and contacting prospective clients to generate future sales and repeat business Wealth Management India focuses on serving Ultra Hig...

As an Associate Investment Manager/Investment Manager/Sales at Square Yards, your role will involve building and managing long-term relationships with HNIs, retail investors, and corporate clients. Acting as a trusted advisor, you will assist clients in making informed property investment decisions. Your responsibilities will include driving the complete sales cycle, from lead generation to negotiations and closures, as well as providing market insights, investment proposals, ROI analysis, and risk assessments. You will also leverage CRM tools and collaborate with internal teams for seamless execution. Key Responsibilities: - Build and manage long-term relationships with HNIs, retail investo...

As a global investment banking, securities, and investment management firm, Goldman Sachs is dedicated to utilizing our people, capital, and ideas to drive growth for our clients, shareholders, and the communities we serve. With a rich history dating back to 1869, our firm is headquartered in New York City with a strong presence across the globe. At Goldman Sachs, we value the unique qualities that each individual brings to the table, believing that diversity enhances our collective capabilities. We are deeply committed to fostering an inclusive workplace where every member of our team has ample opportunities for professional and personal growth. From comprehensive training and development i...

Role Overview: You will be an integral part of the Wealth Management division at Goldman Sachs, which aims to assist clients worldwide in achieving their financial objectives. The wealth management businesses, led by advisors, offer services such as financial planning, investment management, banking, and comprehensive advice to a diverse clientele, including ultra-high net worth individuals, high net worth individuals, family offices, foundations, endowments, and corporations. Additionally, the direct-to-consumer business segment, Marcus by Goldman Sachs, utilizes innovative design, data, engineering, and other capabilities to provide digital solutions for saving and investing. Key Responsib...

Job Description Role Overview: As a Co-Founder for Finance and Strategy at PapakPopz Manufacturing Private Limited, you will be based in Bihar and will be responsible for overseeing financial planning, managing budgeting and forecasting processes, and developing long-term financial strategies. Your role will involve conducting market analysis, identifying growth opportunities, and formulating business strategies to scale the company and drive financial performance. Key Responsibilities: - Oversee financial planning, budgeting, and forecasting - Develop long-term financial strategies - Conduct market analysis and identify growth opportunities - Formulate business strategies - Manage financial...

Identify, acquire, and onboard new HNIs and UHNIs with a relationship size of 1cr and above. Generate new business through existing personal network. Conduct regular in-person client meetings, portfolio reviews, and achieve targeted growth in AUM. Required Candidate profile Must have 4+ years of expertise in the given skills: UHNI Acquisition PMS Relationship Management & Growth Financial Planning & Investment Advisory Product & Market Knowledge Targets & Business Growth

Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.

Role Overview: As a Wealth Manager at Nuvama Wealth, you will be responsible for acquiring new IFA/Sub broker clients and providing financial planning services in the B2B segment. Your role will involve assessing clients" financial needs, developing customized investment strategies, managing client portfolios, and offering insights on insurance options. You will also be expected to cultivate strong client and partner relationships, keep abreast of market trends, and ensure compliance with regulatory standards. This is a full-time on-site position based in New Delhi and Uttarakhand. Key Responsibilities: - Acquire new IFA/Sub broker clients in the B2B segment - Provide financial planning serv...

**Role Overview:** As a part of the Executive Wealth (EW) team at Goldman Sachs, you will be the primary operational driver, handling incoming inquiries and tracking client priorities. Your role involves assisting Advisor teams in providing comprehensive financial planning, investment services, and tax planning to corporate employees, executives, and high-net-worth individuals. Collaborating closely with Private Wealth Advisor teams for AYCO clients and leveraging your operational expertise will be key to contributing to the growth of the business. Anticipating and recommending solutions to meet client needs, managing cash balances, and resolving time-sensitive client service issues will be ...