19 Investment Performance Jobs

You will be responsible for overseeing the financial and investment activities of our family office fund as a highly skilled "Sr. Associate Manager". Your duties will include portfolio management, compliance, equity research, banking and financial operations, and overall management of family office affairs. You will be expected to oversee and manage the family office's investment portfolio, ensuring alignment with financial goals and risk appetite. This will involve monitoring asset allocation, making strategic recommendations for optimization, and ensuring adherence to all legal and regulatory requirements related to family office investments and financial activities. Additionally, you will...

Investment, asset manager, real estate market in India. Drive the investments portfolio for REIT & Investment Trust Analyzing, structuring, negotiating, recommending and when approved, close new deals Undertake annual asset planning & performance

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects ...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...

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 investment operations...

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 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...

You are M&G Global Services Private Limited, a fully owned subsidiary of the M&G plc group of companies, dedicated to providing a wide range of value-added services since 2003. Your purpose is to empower individuals to invest with confidence. With over 170 years of experience, you offer financial products and services through Asset Management, Life, and Wealth sectors to deliver exceptional financial outcomes for clients and superior shareholder returns. M&G Global Services has evolved into a powerhouse of capabilities, contributing significantly to M&G plc's goal of becoming the most beloved and successful savings and investments company globally. As Head of Client Operations, your role is ...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - nirav.soneji@kotak.com

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

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...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- salonidevi.vishwakarma@kotak....

JOB DECRIPTION Department: Performance Analytics Designation: Sr. Executive / Assistant Manager Reporting to: Manager Roles and Responsibilities: Gathering, calculating and analyzing investment performance data Drawing appropriate comparisons between various indices and clients portfolio Reporting to management and external clients on investment performance Corposite preparation and maintenance Analysis of Performance Deviation among various portfolios Assisting with the ongoing development of performance analysis reporting information Contribution and Attribution Analysis Investment Performance Risk evaluation Investment Performance Reconciliation Prepare Portfolio Characteristics and Fund ...

Calculating investment returns, risk-adjusted performance metrics, and attribution analysis using industry-standard methodologies on daily, monthly, and quarterly basis Implement ILPA's prescribed cash flow tables and transaction type mapping Required Candidate profile 5 years of experience in investment performance analysis understanding of GIPS standards, attribution methodologies, ILPA Experience with composite construction, GIPS compliance, and tools like SQL

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- ritu.kadam@kotak.com Contact ...

Role & responsibilities Coordinate accurate and timely performance information across several fund groups while understanding the flow of information and data between the various groups and systems Maintain efficient control procedures for gathering, analyzing and disclosing all operations related activities; ensure best practices Support and complete various efficiency and capacity-building performance reporting initiatives, including Independent verification of fixed income attribution reporting Provision of value-added analysis on attribution reporting for the front office

Responsibilities: Troubleshoot performance and accounting discrepancies in a timely and accurate manner. Responsible for monthly review of GIPS Composite dispersion, composite constituency, and performance release. Help maintain GIPS composites: new composite setup, retrieve data, answer questions, review disclosures and help with firm’s GIPS verification. Research and answer ad-hoc questions on account performance discrepancies. Collaborate with different teams (Account Onboarding, Portfolio Managers, Client Services, RFP/Marketing, Legal & Compliance and more) on setting up benchmarks, new account performance setup, etc. Qualifications: Graduate in Finance Must have 3+ years working in inv...