13 Investment Recommendations Jobs

As a Dealer at Geojit Financial Services Ltd, your primary responsibility will be to communicate effectively with clients in order to understand their investment objectives. You will be required to provide market insights and execute trades based on the preferences and confirmations provided by the clients. It is essential to suggest trade and investment recommendations as directed by the fundamental and technical research team. Executing buy and sell orders for clients across various financial markets and instruments in a timely and accurate manner is crucial. You must ensure that proper evidence of the order has been acquired, confirming with clients on TRAQS - TRADE CODE, RATE, ACTIVITY, QUANTITY, and SCRIP. Additionally, expanding the customer base through proactive prospecting methods such as cold-calling, appointment scheduling, and leveraging references/leads is a key aspect of the role. You will be responsible for providing clients with precise trade confirmations on a daily basis and reporting any trade-related grievances from customers directly to the Compliance Department at the Head Office promptly. Activating dormant or inactive clients by encouraging them to resume trading activities is also part of your duties. Cross-selling based on customer needs, particularly third-party products, with the aim of enhancing engagement with existing clients and maximizing revenue generation for the company will be expected. Maintaining regular communication with clients through telephone calls and in-person meetings is essential. Furthermore, monitoring market conditions, trends, and news that could potentially impact the prices of securities or other financial products is crucial to stay informed and make informed trading decisions.,

Job description Some careers open more doors than others. If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff We are currently seeking an experienced professional to join the INM WPB team. Principal Responsibilities: . The role of an Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to customer with Funds under management of greater than INR 10M . Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise. . Support PRMs to gain more clients confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need. . Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client. . Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks. . Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions . Improve PRMs product specific technical knowledge by effective on-job coaching and training. . Ring-fencing of Premier customers . End to end ownership of Investment Sales and Distribution business for the assigned patch and run strategic objectives like AUM Growth, Net Sales consistency, PRM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region's key performance objectives IC to analyze portfolio of 35-40 customers every month and engage with them to provide advice based on sound investment expertise. Requirements Qualifications/Requirements: . At least 8 years of relevant experience in a Bank of Asset Management Companies . MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred . Strong analytical and problem solving skills . Proven ability in productivity enhancement . Demonstrate behaviours consistent with HSBC Values . Expertise in bank's systems and processes . Skills in sales, financial planning and communication. . Sound problem solving skills. . Knowledge of bank and operating platforms. . Industry and sector knowledge. . Knowledge of sales and service techniques and models. Skills . Excellent interpersonal skills . Coaching techniques on a team or one to one basis Planning and organising skills You'll achieve more when you joinHSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Who Is Western Asset Western Asset Management focuses on supporting our clients financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies. Western Asset is a global asset management firm renowned for its expertise in fixed-income investments. Operating as a cohesive team, we leverage an open, integrated investment platform to deliver superior results. Our collegial team culture is a significant asset, enabling us to harness the combined experience and fixed-income acumen of our investment professionals worldwide. With approximately $245 billion USD in fixed income strategies managed globally, we pride ourselves on our dedication to excellence and collaborative spirit. Western Asset is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, youll get exposed to different cultures, people, and business development happening around the world. As a Research Analyst in our Investment Team, you will work in a highly collaborative team structure, you will deepen your research expertise and build relationships and knowledge that cement your career as a research analyst. This is a unique opportunity to make your mark on your sectors of expertise within our highly entrepreneurial, fixed-income investment business. In this role you will work closely with portfolio managers, traders, and other research analysts to support investment decisions and portfolio management strategies. What you will do Conduct comprehensive credit analysis of high yield issuers, including financial statement analysis, industry evaluation, and competitive positioning. Make actionable investment recommendations in the High Yield and Leveraged Loan segments of the market Monitor and analyse market trends, economic indicators, and industry developments that impact high yield securities. Provide intensive, bottom-up fundamental research and analysis to support and inform your views. Collaborate with portfolio managers to support the construction and management of high yield portfolios. Perform primary and secondary research on the entire capital structure of loans and bonds Conduct market research and relative value analysis utilizing your considerable credit skills Build and maintain proprietary financial models for the entire peer group in your assigned sectors, accompanied by internal due diligence meetings with management teams and company visits Attend industry conferences and bridge sell-side and rating agency relationships to help promote fully actionable investment ideas Communicate with and present to clients as the expert in your select sectors What will you bring A minimum of 5 years of industry experience, demonstrating knowledge and understanding in high yield research, credit analysis or related field. The ability to effectively communicate with portfolio managers, traders and external clients Effective writing and presentation skills An undergraduate degree in Business, Finance, Mathematics, or Economics Chartered Financial Analyst (CFA), MBA or other advanced degree valued Strong attention to detail, analytical and problem-solving ability coupled with excellent financial, mathematical and statistical skills. Work Shift Timings - 2:00 PM - 11:00 PM IST About Western Asset At Western Asset were saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, were investing in new technologies, methodologies and markets. Were also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. Were building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring. Our Commitment to Diversity We believe a diverse and cohesive workforce promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the power of diversity through an inclusive environment that affords everyone the opportunity to develop individually, advance professionally and participate fully in the Firms success. EQUAL EMPLOYMENT OPPORTUNITY ("EEO") Western Asset Management is an Equal Opportunity/AffirmativeAction Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Link to Equal Employment Opportunity Statement Link to Pay Transparency Notice Link to Equal Employment Opportunity Poster Link to Equal Employment Opportunity Poster Supplement Link to Vietnam Era Veterans Readjustment Assistance Act Join our talent pool Were always on the look-out for creative, curious, collaborative, and entrepreneurial individuals. Even if you dont see any current opportunities that match your skills, wed still like to hear from you. Sign up for our Talent Pool and well get in touch when something suitable comes up. Register today and build your own searchable profile ready for our hiring managers to view. All you need is a few basic details and an up-to-date copy of your resume ready to upload. We support .rtf, .docx, .doc, .txt and .pdf files, provided they are smaller than 2MB. Show more Show less

Your New Organization: Co-founded by France and India, the International Solar Alliance (ISA) is a dynamic organization of 124 member states, headquartered in Gurgaon, India. We are at the forefront of transforming the global energy sector from fossil fuels to a zero-carbon solar future. At ISA, you&aposll contribute to a dedicated cooperation platform among solar-rich countries, where the global community collaborates to accelerate the solar energy transition. Help us empower our Member States to meet their energy needs in a safe, affordable, equitable, and sustainable way. Be a part of something big be a part of ISA." Your New Role As the Private Sector Specialist at the International Solar Alliance (ISA), you will play a pivotal role in unlocking private sector investment in solar energy projects worldwide. You will lead the charge in collecting, analyzing, and presenting critical data on renewable energy opportunities, with a specific focus on engaging private sector contributions. Reporting to the Chief of Unit, Private Sector Engagement and Resource Mobilization, you will: Lead ISA&aposs private sector engagement activities, shaping strategies to attract investment and drive impactful projects. Design and implement innovative public-private partnerships that accelerate the deployment of solar energy solutions. Develop and advocate for policy interventions that create a supportive environment for private sector participation in the solar energy sector globally Assist in global private sector Donor conversations, contribute to research and reach-out and maintain relationships If you&aposre a strategic thinker with a passion for renewable energy and a proven track record in private sector engagement, finance, technology and policy, this is your chance to make a global impact. Broader Scope of Work STRATEGY & PLANNING AND FUNDING Spearhead the development and implementation of innovative initiatives to engage the private sector in solar energy project implementation, driving tangible results and accelerating the transition to clean energy. Establish and lead a strategic platform for global investments, and collaboration, empowering private sector expertise in solar energy across diverse countries and regions. Identify, evaluate, and recommend strategic private sector partners and partnership opportunities that align with ISA&aposs mission and amplify its impact. Conduct in-depth analyses of baseline conditions, identifying critical needs and opportunities for renewable energy technologies in specific countries and regions, informing strategic decision-making and resource allocation. Analyze political, institutional, regulatory, economic, and technological landscapes to identify and address barriers hindering the expansion of solar energy adoption within the sector. Prepare comprehensive private sector stakeholder analyses, consulting with key actors and identifying strategic collaboration opportunities for ISA, including engagement with international donors. Contribute to the development of a robust strategy to significantly expand private sector engagement in the renewable energy sector, ensuring a sustainable and impactful approach. Develop and implement targeted outreach strategies to and with the private sector, fostering strong relationships and driving increased participation in ISA initiatives. Strategize business and entrepreneurial skills development and enhancing access to small-scale financing for renewable energy solutions. Supervise the development of new financial instruments and blended financing facilities to leverage private sector investments. PROJECT DEVELOPMENT & PARTNERSHIPS Spearhead the development and cultivation of strategic projects and partnerships in the renewable energy (solar) sector, collaborating with private sector organizations to drive impactful initiatives at the regional and sub-regional level. Translate innovative ideas into actionable plans, drafting compelling concept notes and full proposals to secure resources for critical projects. Craft and implement a dynamic resource mobilization action plan, identifying and engaging key private sector stakeholders to catalyze investment in renewable energy solutions across diverse countries and regions. Orchestrate effective communication and collaboration with potential private sector partners, building strong relationships and fostering mutually beneficial initiatives. Manage and maintain a comprehensive database of private sector investments in ISA member countries, providing valuable intelligence to inform strategic planning and decision-making. Represent ISA&aposs interests and expertise on private sector matters at technical, policy, and strategic planning forums, forging impactful collaborations with industry leaders and donors. What you will need Education Masters degree or higher in business administration, economics, finance, electrical engineering, engineering, renewable energy, civil engineering or another relevant discipline from an accredited university. A bachelors degree, with four additional years of relevant experience, will be considered. Experience Required A minimum of 8-10 years of proven experience in the technical domain of renewable energy systems, with a focus on energy access, development infrastructure, power generation, electricity transmission, and/or power distribution (both on and off-grid). A deep understanding of private sector dynamics and a track record of success in facilitating private sector engagement, with at least 3 years of relevant experience, ideally within the context of international development. Experience in development finance with demonstrated investment judgment, strong financial structuring, analytical, and due diligence skills. Strong project management and decision-making abilities to evaluate risks and make investment recommendations. Significant, hands-on experience in implementing private sector projects at the field level, driving tangible results and sustainable impact. A global perspective, with a preference for candidates who possess at least 3 years of relevant international and field experience, demonstrating their ability to work effectively in diverse cultural and economic environments Excellent communication and interpersonal skills with a collaborative approach and proven ability to work cross-functionally with impact, legal, partnerships, and communications teams. LANGUAGE AND IT SKILLS As English is the official and working language of the Organization, excellent command of both written and spoken English is required. Knowledge of other languages (i.e., French, Spanish, and Arabic) would be an advantage. Good skills in Outlook, MS Office products, and various ERP systems is highly desirable. Show more Show less

As a Senior Relationship Manager at Maxiom Wealth, a leading fintech company revolutionizing wealth management with AI and ML technologies, you will play a vital role in our team based in Hyderabad and Bangalore (WFO). We are seeking an experienced professional to engage with high-net-worth clients, providing tailored financial advice and exceptional service utilizing our cutting-edge AI-powered platform. Your primary responsibilities will include nurturing strong relationships with affluent clientele, offering personalized financial plans and investment recommendations in alignment with their goals and risk appetite. Leveraging advanced AI analytics, you will design optimized investment portfolios to drive asset growth through client acquisition and retention. Staying abreast of market dynamics and industry best practices, you will proactively monitor and enhance client portfolios with regular reviews. The ideal candidate for this role should possess at least 5 years of wealth management experience, emphasizing client relationship management. A comprehensive understanding of financial products, investment strategies, and market trends is essential. Excellent communication, interpersonal, and presentation skills are crucial, along with the ability to analyze client data to provide data-driven recommendations. A strong grasp of the wealth management industry and regulatory framework is required, supported by NISM V-A and NISM XXI A certifications. By joining our high-growth startup, you will have the opportunity to contribute to the future of wealth management. We offer a competitive compensation package with an attractive incentive structure, enabling significant growth within our dynamic team. Additionally, you can benefit from our ESOP program, becoming a stakeholder in our success. If you are enthusiastic about delivering exceptional client experiences and fostering growth in the fintech sector, we invite you to apply for this exciting opportunity. Immediate to 1-month joiners are preferred. For further details, interested candidates can contact hr@jamawealth.com.,

As a Senior Relationship Manager at Jama Wealth, a leading fintech company revolutionizing wealth management with AI and ML technologies, you will play a crucial role in our team. Your primary focus will be on building and nurturing strong relationships with high-net-worth clients, ensuring their financial needs are met with expert advice and exceptional service. Utilizing our AI-powered platform, you will craft personalized investment solutions tailored to each client's goals and risk preferences. Your responsibilities will include cultivating deep connections with high-net-worth individuals, delivering customized financial plans and investment advice, harnessing advanced AI analytics for optimized investment portfolios, driving asset growth through client acquisition and retention, staying updated on market trends and industry best practices, and proactively managing and enhancing client portfolios through regular reviews. The ideal candidate for this role should have at least 5 years of experience in wealth management, Asset Management Company (AMC), or similar fields, with a strong emphasis on client relationship management. You should possess a deep understanding of financial products, investment strategies, and market dynamics, accompanied by excellent communication, interpersonal, and presentation skills. Your ability to analyze client data and offer data-driven recommendations, coupled with a solid grasp of wealth management regulations and industry landscape, will be invaluable. An undergraduate degree is a prerequisite, while an MBA is advantageous. Holding NISM V-A and NISM XXI A certifications is required. By joining our high-growth startup, you will have the opportunity to contribute to the evolution of wealth management, enjoy a competitive compensation package with attractive incentives, and grow exponentially within our lean and dynamic team. Furthermore, you can benefit from our Employee Stock Ownership Plan (ESOP) and become a stakeholder in our success. If you are passionate about providing outstanding client experiences, fostering growth in the fintech sector, and possess the requisite qualifications and skills, we invite you to apply for this position. The job location is in Hyderabad & Bangalore with a work from office (WFO) setup. We are looking for immediate to 1-month joiners. Interested candidates can reach out to hr@jamawealth.com.,

As a part of this role, you will lead and oversee in-depth research initiatives focused on the respective sector. You will conduct a thorough analysis of industry trends, regulatory developments, and competitive dynamics impacting companies in the sectors mentioned above. Your responsibilities will include building and maintaining financial models. This involves preparing financial models on companies from scratch, which would contain historical and forecasted balance sheet, P&L and cash flow statements with all relevant assumptions, historical and forecasted quarterly data, and residual income or DCF valuation sheets. Furthermore, you will be expected to formulate actionable investment recommendations based on rigorous analysis and insights. It will be essential to foster and sustain strong relationships with institutional clients, including asset managers, pension funds, and private equity firms. In addition, you will play a key role in providing mentorship and guidance to junior analysts, helping them develop their skills and expertise in their respective sectors.,

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,

As a Market Analyst, your primary responsibility will be to conduct in-depth analysis of historical and real-time price data across various asset classes such as equities, indices, and commodities. By utilizing technical indicators and analytical tools, you will identify trends and trading opportunities to support informed decision-making. You will be tasked with preparing detailed research reports that outline technical outlooks, forecast short-term and long-term market movements, and highlight potential investment opportunities. Your ability to provide sound investment advice and strategic stock selections to clients and internal teams will be crucial in supporting portfolio management and trading decisions. In addition, you will be responsible for generating and communicating intraday trading ideas based on technical research. It will be essential to ensure timely execution and optimal risk management in this process. Effective client communication is also a key aspect of this role, as you will need to convey market insights, research findings, and technical analysis updates to clients, offering educational insights as required. A strong understanding of inter-market relationships and macroeconomic factors influencing various asset classes will be necessary to interpret market signals effectively. Staying updated on emerging technical analysis techniques, market trends, and global economic developments will be essential to enhance your analytical capabilities. Collaboration will be a key component of this role, as you will work closely with fund managers, sales teams, and other stakeholders to implement effective investment strategies and support trading activities. You will also be expected to demonstrate proficiency in drafting clear, concise, and insightful technical reports for internal use and clients. Applying statistical tools and analytical methods to interpret data, identify patterns, and reinforce research findings will be part of your daily tasks. This full-time position offers benefits such as Provident Fund, and the work schedule is during day shifts at the designated in-person work location.,

As an Equity Research Analyst, you will play a crucial role in conducting thorough financial analysis, evaluating market trends, and offering investment recommendations to support management in their decision-making process regarding equities. Your responsibilities will encompass gathering and evaluating securities data, scrutinizing company financial reports to assess market performance, and contributing to initial public offerings (IPOs) by determining stock value, capitalization, and target price. In this role, you will also be tasked with developing and presenting investment reports to the financial manager and investment team, providing expert guidance on securities transactions, monitoring industry and market trends for potential investment opportunities, and staying informed about the latest industry developments such as company sales and mergers. Moreover, you will be required to prepare comprehensive internal investment reports as well as external reports for public dissemination. To excel in this position, a Master's degree in Finance, CA, Inter CA, MBA, or a related field is required. Fresh CA graduates are also encouraged to apply. Additionally, a solid understanding of fundamentals and due diligence in financial analysis are essential for success in this role. This is a full-time, permanent position with a day shift schedule and an in-person work location.,

About the Organization: PRP group is a financial services conglomerate with focus on both fund based and non-fund-based services. Incepted in 2013, PRP is a decade old financial services company having business verticals across Debt Capital Markets, Institutional Advisory and Investment Banking. It is one of the top 10 DCM players and has close to INR 1,42,000 crore of Assets Under Advisory. Our website: www.prpedge.com Job Summary: We are looking for a detail-oriented Credit Analyst to join our Debt Market Research team. The role involves evaluating the creditworthiness of various issuers, conducting due diligence, monitoring credit ratings, and providing actionable investment recommendations across a range of debt instruments in primary and secondary markets. Job Responsibilities: 1. Evaluate creditworthiness of issuers (Corporate, NBFCs, Sovereign, Municipal, etc.) 2. Track credit rating changes, bond covenants, and potential default risks. 3. Develop research notes, and maintain rating rationale summaries. 4. Analyze financial statements, industry developments, management strength, and regulatory developments. 5. Conduct due diligence for new issuances and monitor existing investments. 6. Provide investment recommendations for primary and secondary market opportunities in debt instruments. Qualifications and skills: 1. Preferably qualification bachelor / Master degree. 2. Experience up to 2 years. 3. Basic understanding of fields like Accounting, Finance, Economics, Debt Market, Equity Market, Mutual Fund, Portfolio Management. 4. Proficient in MS Word, advance Excel & PowerPoint. 5. Good Communication skills.

We are looking for an Investment Partner to join our VC client's team in Bangalore, focusing on early and growth-stage investments in the technology sector. This role offers a unique opportunity to lead investments in transformative companies across DeepTech sectors. As a Partner, your main responsibility will be to evaluate and lead investments in companies driving industry transformation through technological innovation. You will collaborate closely with portfolio companies to implement strategic growth initiatives and enhance value creation while fostering relationships within the deep tech ecosystem. Your key responsibilities will include leading end-to-end investment processes for growth-stage deep tech companies, from initial sourcing to due diligence, structuring, and closing. You will also be tasked with developing and executing sector-specific investment strategies across target verticals such as SaaS, Space Tech, Computer Vision, and Climate Tech, among others. Additionally, conducting comprehensive technical, market, and financial analysis of potential investments and presenting investment recommendations to the investment committee will be part of your role. The ideal candidate should have at least 12 years of experience in senior executive or C-level roles at high-growth deep tech companies, founder/co-founder experience in the deep tech sector with a successful exit track record, investment banking experience focused on deep tech sectors with transaction leadership, partner/principal, or similar senior role at top-tier venture capital or growth equity funds, or top-tier management consulting experience (MBB) with a technology focus. An MBA from a top-tier business school or equivalent advanced degree is required. In return, we offer you the opportunity to lead investments in category-defining deep tech companies, a competitive compensation package, and a collaborative and entrepreneurial firm culture with significant autonomy and responsibility.,

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM