184 Investment Portfolio Jobs - Page 8

Immediate Openings for Investment Accounting Partnership Process Bangalore- Contract Experience: 6 + Years Skill: Investment Accounting Partnership Process Location: Pan India Notice Period: Immediate Employment: Contract Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or investment management systems (e.g., Wings, Investran, or similar tools). Excellent communication skills, with the ability to clearly explain complex financial data and concepts to clients. Strong leadership and team management skills, including the ability to mentor and guide team members. Ability to prioritize and manage multiple tasks in a fast-paced, client-driven environment. Skills and Qualifications: Bachelors degree in accounting/finance, MBA/PGDM or similar. Simi Qualified (CA/CMA Inter ) - are highly preferred. Shift Timing : Should be able to work during weekends when volumes are high and compensatory off can be availed based on mutual discussion. Should be able to work US hours (6pm to 3am) -Mandatory for all days

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore Min 7 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall 9. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly 10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Candidate should be comfortable for B2C sales Interested one can send their updated resume at- uttam@avaniconsulting.com Or What's app and call - 9949101406

Role & responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Preferred candidate profile Excellent communication Proven skills of significantly improving the structure and readability of written communication Customer Centricity. People Connect Result Orientation Networking Ability

Job Title: Portfolio Manager Support (Data Analytics), Real Estate Your key responsibilities As an Analyst (Data Analytics), Real Estate, you will assist with various business critical data and portfolio analysis workstreams. These include: Development and Analysis of the US Real Estate performance data track record Continually improve and expand the detail of data coverage, analytical content and reporting of performance attribution related to our investment portfolio Produce or assist in producing critical reports for senior members of the real estate investment committee and other real estate investment personnel Actively carry out quantitative and qualitative performance analysis on asset, portfolio and fund level Perform continuous back testing of strategic House view Investment Themes and monitor actual performance of investments against acquisitions underwriting Work with various internal stakeholders in using portfolio data to build unique insights around investment opportunities and potential challenges Build strong familiarity with various internal technology applications to allow ability to pull and aggregate data from various sources in building internal reporting Work with internal investment and technology teams in improving quality and consistency of data in internal technology applications Carry out ad hoc assignments in respect to other Real Estate Investment/data projects Your skills and experience GraduatePost-graduate, MBA, Chartered Accountant Degree in either a financial/ (real estate) economic accountancy related subject Prior relevant work experience of 2+ years Prior work experience in a large financial services company preferred Some prior Investment Management experience is preferred Knowledge of Real Estate investments is a plus Ability to work with large spreadsheets and large amounts of data High level of Proficiency in MS Office (Advanced Excel) and general fluency in IT applications Ability to build cash flows and financial models in excel Understanding of accounting and basic financial concepts such as DCF, IRR, Equity Multiples, ROE, ROC etc. required Degree in business managementfinancial/economic or accountancy Very strong analytical and quantitative analysis skills Personal Characteristics: Very good communicator (written and verbal) Strong attention to detail Highly motivated and strong ability to grasp new concepts Ability to work well with various internal teams and individuals High level of comfort in dealing with different levels of management

To apply, email your resume to: snagpal1932@gmail.com , 9811550992 (Consultant for hiring) 1. Position: Senior Vice President / Executive Director Wealth Management Experience: 15–20+ years Key Responsibilities: Build and lead a high-performing wealth advisory team, focusing on HNI/UHNI clientele. Drive the growth strategy for wealth management in target geographies (Delhi & Mumbai). Personally manage key relationships and provide comprehensive financial solutions. Structure investment portfolios across: Vanilla stock broking MTF (Margin Trading Facility) IPO opportunities AIFs (Category I, II, III) Unlisted & Pre-IPO shares Collaborate with product, research, and risk teams to deliver tailored offerings. Ensure strict adherence to compliance, regulatory, and operational frameworks. Ideal Profile: 15–20+ years of experience in private banking, wealth management, or investment advisory. Strong client base of ultra-HNIs and family offices. Proven track record in team leadership and revenue generation. Deep understanding of equity markets, structured products, and alternative investments. NISM, CFP, or CFA certifications preferred. 2. Position: Associate Vice President / Senior Manager – Wealth Management Experience: 10–15 years Key Responsibilities: Acquire and manage HNI clients with customized wealth strategies. Advise on equities, MTF, IPOs, AIFs, and unlisted investment opportunities. Develop client portfolios using in-house research and market intelligence. Maintain high levels of client engagement, service quality, and compliance. Coordinate with the back office, DP desk, and operations for seamless execution. Ideal Profile: 10–15 years of experience in wealth management, broking, or financial advisory. Strong understanding of capital markets and investment products. Proven ability to grow a book of business and service HNI clients. Excellent relationship management and product selling skills. Must hold valid NISM certification; CFP or CFA is an added advantage. Why Join Share India? 30+ years of legacy, publicly listed, and tech-driven financial powerhouse Access to proprietary tech platforms, unlisted market desk, and niche investment opportunities Entrepreneurial freedom with strong brand support Attractive compensation structure with revenue-sharing potential To apply, email your resume to: snagpal1932@gmail.com , 9811550992 (Consultant for hiring) Visit us at: www.shareindia.com Would you like this turned into a branded PDF, DOCX, or LinkedIn post format next? Role & responsibilities Preferred candidate profile

Your key responsibilities As an Analyst (Data Analytics), Real Estate, you will assist with various business critical data and portfolio analysis workstreams. These include: Development and Analysis of the US Real Estate performance data track record Continually improve and expand the detail of data coverage, analytical content and reporting of performance attribution related to our investment portfolio Produce or assist in producing critical reports for senior members of the real estate investment committee and other real estate investment personnel Actively carry out quantitative and qualitative performance analysis on asset, portfolio and fund level Perform continuous back testing of strategic House view Investment Themes and monitor actual performance of investments against acquisitions underwriting Work with various internal stakeholders in using portfolio data to build unique insights around investment opportunities and potential challenges Build strong familiarity with various internal technology applications to allow ability to pull and aggregate data from various sources in building internal reporting Work with internal investment and technology teams in improving quality and consistency of data in internal technology applications Carry out ad hoc assignments in respect to other Real Estate Investment/data projects Your skills and experience Graduate /Post-graduate, MBA, Chartered Accountant Degree in either a financial/ (real estate) economic / accountancy related subject Prior relevant work experience of 2+ years Prior work experience in a large financial services company preferred Some prior Investment Management experience is preferred Knowledge of Real Estate investments is a plus Ability to work with large spreadsheets and large amounts of data High level of Proficiency in MS Office (Advanced Excel) and general fluency in IT applications Ability to build cash flows and financial models in excel Understanding of accounting and basic financial concepts such as DCF, IRR, Equity Multiples, ROE, ROC etc. required Degree in business management /financial/economic or accountancy Very strong analytical and quantitative analysis skills Personal Characteristics: Very good communicator (written and verbal) Strong attention to detail Highly motivated and strong ability to grasp new concepts Ability to work well with various internal teams and individuals High level of comfort in dealing with different levels of management

* Graduation * NISM XA/ NISM XB / NISM VA / NISM VB Certification * Preferred background in BFSI Sales * Experience in BPO or financial services. candidates with NISM VA/VB certification: • Salary-- 20,714 to 32714k in hand HR Arti 9522754537 Required Candidate profile Graduate is required excellent communication NISM OR BFSI experienced is mandatory

Manage personal financial Personal accounts, trusts, and investment portfolios Track personal budgets, cash flows and financial performance Coordinate tax consultants Bill payments, expense tracking Monitor asset allocations Required Candidate profile Experience 15 years Gender Male

Join us as a Programme Manager This is an opportunity to put your technical skills to the test in an exciting new career challenge as you lead a strategic portfolio of technology programmes You ll have overall accountability for programme plans, controls, resource plans and progress reporting, keeping a constant focus and challenge on delivering customer value Joining a fast paced and forward thinking environment, you ll benefit from valuable stakeholder exposure, and will gain great recognition for you and your work We're offering this role at director level What you'll do In your new role, you ll be accountable for our technology programme and project lifecycles to deliver sustainable business and customer outcomes, while ensuring all governance, risk, finances and resources are managed effectively across a range of delivery methodologies. You ll prepare a financial business case for the technology programme with a clear line of sight to customer value being delivered in accordance with the technology investment portfolio and funding requirements. You ll drive the focus on delivering customer value by following the defined programme as directed by senior managers, including the preferred technology methodology in partnership with various stakeholders, while making sure they follow the appropriate objectives, structure and scope. You ll also: Work with various teams and the relevant centres of excellence, to ensure the appropriate resources, with the right skills and capabilities to deliver customer value, are assigned to deliver the programme Build, manage and maintain a positive working relationship with senior stakeholders across multiple franchises and functions, influencing decision making in line with business objectives Understand the impacts other programmes or domain backlogs may have and manage the dependencies The skills you'll need You ll need knowledge and experience of programme and portfolio management theories, models and practices, such as mandatory, regulatory and scaled Agile and DevOps environments. You ll also need: An appropriate programme management qualification Experience of managing and controlling costs to a budget Experience of delivering strategic programmes that support the business strategy and its growth agenda To be a very capable communicator with the ability to communicate complex technical concepts clearly, with good collaboration and stakeholder management skills