6 Investment Portfolios Jobs

Analyse macroeconomic factors and financial market data to identify trends, risks, and opportunities. Review and evaluate client investment portfolios, providing recommendations for optimization and risk management. Perform due diligence on financial products, including stocks, bonds, mutual funds, and alternative investments. Create and present detailed research notes and presentations for clients, senior management, and other stakeholders. Stay current on industry trends, market news, and regulatory changes to ensure the highest level of service for our clients. Participate in client meetings and conference calls, providing expert guidance on investment decisions and market outlook.

As a Wealth Management Intern at Prosperr.io, you will have the exciting opportunity to delve into the world of wealth management and assist in driving impactful financial strategies. You will play a vital role in preparing and analyzing financial reports, conducting market research, and supporting the creation of investment portfolios and wealth management presentations. Your contributions will be instrumental in providing valuable insights and recommendations to our clients and internal teams. Your responsibilities will include collaborating with senior wealth managers, assisting in ongoing client projects, and utilizing your proficiency in Excel and PowerPoint to prepare detailed reports for client presentations and internal meetings. With your strong analytical skills and solid understanding of finance, you will be able to assess and evaluate financial data effectively, applying theoretical knowledge to practical situations. Additionally, your keen interest in exploring and utilizing AI tools for data analysis and report generation will be a valuable asset in this role. At Prosperr.io, we offer a compensation package of up to INR 25000 per month. By joining our team, you will have the opportunity to learn and grow under the mentorship of experienced professionals in wealth management. You will thrive in our dynamic and collaborative work environment that values fresh perspectives, innovation, and continuous development. If you are passionate about finance and eager to gain hands-on experience in wealth management, we welcome you to be a part of our team at Prosperr.io.,

You will be part of GA Wealth Management Private Limited, a company with global ambitions in the financial services industry. Our aim is to be a leading aggregator providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform allows clients to access a variety of wealth products aligned with their preferences and financial goals. You will empower clients to take control of their wealth creation journey and achieve lasting financial success. With our extensive experience as Corporate and Management Consultants, we have supported businesses in various areas such as fund raising, capital restructuring, private equity, investment banking, and IPO listings. Building on this expertise, GA Wealth Management Private Limited was established to offer comprehensive wealth management solutions to a broader client base. We are looking for an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will guide clients in achieving their financial aspirations by developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for growth and risk management. To be eligible for this role, you should have a Masters degree in marketing & finance, business administration, or a related field, along with 7+ years of experience as a wealth manager in banks or reputed financial services. Preferably, you should be a Certified Financial Planner or hold relevant certifications in investment & wealth management. A proven track record of achieving sales targets, building a successful client portfolio, and strong knowledge of financial markets, investment products, and wealth management principles are required. Additionally, excellent communication, interpersonal skills, analytical abilities, and a results-oriented mindset are essential. At GA Wealth Management, we offer a competitive compensation package, an attractive variable structure, comprehensive health benefits, and a collaborative environment that supports growth and success.,

The client of VARITE India Private Limited is an American multinational investment company recognized as the world's largest asset manager with AUM crossing $10 Trillion. Headquartered in New York City, the client has 70 offices in 30 countries and offers services to companies in over 100 countries. Its software keeps track of investment portfolios for many major financial institutions, and its Client's Solutions division provides financial risk management services. The client is ranked 184th on the Fortune 500 list of the largest United States corporations by revenue. The essential job functions for this position include: Qualifications: - A college/university degree is desired but not necessary. How to Apply: Interested candidates are encouraged to respond/submit their updated resumes. For additional job opportunities, please visit Jobs In India - VARITE. Unlock Rewards: Refer Candidates and Earn. If you're not available or interested in this opportunity, please pass this along to anyone in your network who might be a good fit and interested in our open positions. VARITE offers a Candidate Referral program, where you'll receive a one-time referral bonus based on the following scale if the preferred candidate completes a three-month assignment with VARITE. Experience Level Bonus Referral: - 0-2 years: INR 5,000 - 2-6 years: INR 7,500 - 6+ years: INR 10,000 About VARITE: VARITE is a global staffing and IT consulting company providing technical consulting and team augmentation services to Fortune 500 Companies in USA, UK, CANADA, and INDIA. VARITE is currently a primary and direct vendor to the leading corporations in the verticals of Networking, Cloud Infrastructure, Hardware and Software, Digital Marketing and Media Solutions, Clinical Diagnostics, Utilities, Gaming and Entertainment, and Financial Services. VARITE is an Equal Opportunity Employer.,

The position of Associate/Analyst (Wealth Management) at Neo Group involves being an invaluable member of the Wealth Management Team, responsible for providing accurate analytics. You should have a solid understanding of markets and various asset classes. It is essential to be eager to learn and enhance your skill set continuously, willing to meet deadlines promptly. Your responsibilities will include engaging in multi-asset class research, using fundamental analysis and valuation models. You will assist in composing and maintaining model investment portfolios, conducting detailed client-level portfolio analysis, and preparing insightful reports. This analysis involves benchmarking progress against the plan, understanding market opportunities, and advising on portfolio changes. You should be proficient in working with large amounts of data and organizing them efficiently. Additionally, you will utilize specific software applications to attribute portfolio performance to individual securities or asset allocations. Supporting in client meetings, portfolio reviews, and gathering information from various product manufacturers will be part of your role. You will also assist senior relationship managers in day-to-day activities and manage High Net Worth Individual (HNI) clients. To excel in this role, you should be comfortable presenting proposals to Ultra High Net Worth Individuals (UHNIs) and Family Office clients. Furthermore, you are expected to prepare internal and external notes on products and markets, possess good communication skills, and stay updated on market trends and investment products. The ideal candidate for this position would hold an MBA in Finance, CFA, or CA, with a minimum of 1 to 2 years of experience in Private Banking, Wealth Products, Asset Management Company (AMC), Equity Research, or with a Multinational Bank/Financial Institution. Possessing NSIM certifications is preferred. Key requirements for this role include strong analytical and quantitative skills, knowledge of investment products and securities markets, and proficiency in advanced Excel and PowerPoint. If you are looking to contribute to a dynamic and forward-thinking Wealth Management team and have the required qualifications and skills, we encourage you to apply and be part of Neo Group's vision of empowering clients towards their financial goals and aspirations.,

experienced portfolio manager to create and manage investment portfolios for clients. will include crafting investment packages, managing client expectations, and transactions, will have experience in the financial servicesor investment sectors,