606 Investment Strategies Jobs

As an Investment Consultant - Min 10Mio Deal at our company, you will be responsible for financial planning, devising and implementing investment strategies, and managing client investments. Your day-to-day tasks will include analyzing financial data, communicating with clients to understand their goals, providing tailored investment advice, and ensuring excellent customer service to achieve client satisfaction. You will also be monitoring market trends and adjusting strategies as needed. Key Responsibilities: - Analyze financial data to develop investment strategies - Communicate with clients to understand their financial goals - Provide tailored investment advice based on client needs - En...

Responsibilities: Financial Planning and Analysis Lead and oversee all aspects of financial planning and analysis (FP&A) Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances Provide accurate and timely financial reports and forecasts to support decision-making Budgeting and Forecasting Manage the annual budgeting process in collaboration with department heads Develop and maintain long-term financial forecasts to guide strategic planning Ensure budgets align with company goals and operational plans Regulatory Compliance Ensure compliance with all local, state, and federal regulatory and reporting requirements O...

Role & responsibilities Responsible for managing financial products, Debt Funding Financial Services, Venture Capital Fund, Private Equity Fund. Should have experience in sourcing, evaluating, and managing funding or lending opportunities in reputed banks, financial institutions, NBFCs, or AIFs, with a focus on large ticket size transactions Qualifications Required BCom or MCom from a recognized university or institution or any specific courses, corporate finance, wealth mgt., investor relations courses. Certifications in banking, financial analysis, or related fields. 2-4 yrs Financial Services, Venture Capital Fund, Private Equity Fund. Should have experience in sourcing, evaluating, and m...

Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensur...

As the Head East India Distribution Sales for our Client in the Mutual Fund Industry, your role will involve developing and executing strategic sales plans to achieve or exceed assigned sales targets. You will be responsible for prospecting and acquiring Distributors, Corporate Distributors, Individual MFDs, Family Offices, RIAs, and Fintech companies. Conducting meetings and presentations to effectively communicate investment strategies and product features will be a key part of your responsibilities. It will also be crucial to stay updated on market trends, economic conditions, and regulatory changes impacting the mutual fund industry. You will contribute to the development and implementat...

Role Overview: As a Chief Financial Officer (CFO) at our company, you will be a key member of our high-performing team, responsible for effectively managing and leading the financial initiatives of the organization. Your primary goal will be to protect the company's revenues and profits, ensuring full financial control and sustainable growth. You will play a crucial role in determining where to invest company funds, overseeing the capital structure, and identifying optimal financing options. Additionally, you will provide strategic direction, track cash flow, manage the accounting and finance departments, and ensure the accuracy of the company's financial reports. Key Responsibilities: - Wor...

We are seeking a highly motivated and results-driven individual to join our team as a Part-Time Financial Advisor . This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals. Key Responsibilities Develop and maintain strong relationships with clients, understanding their financial goals and risk appetite. Conduct in-depth financial assessments and create tailored financial plans. Offer expert guidance on investments, insurance, retirement, and estate planning. Review and optimize client portfolios to align with market trends and individual objectives. Stay up to date on financial markets, regulations, and economic shifts. Actively...

Business Development Team handles the core functions of purchase, sales, leasing and relationship model. The in-house data and marketing team will help identifying potential contacts of Realtors and Clients for Buying, Leasing and Selling of Commercial Office Buildings. As a member of the team, you are also expected to build and improve the relationship with Brokers and Clients and work with cross functional departments to meet deliverables. JOB DESCRIPTION: Identify, build and cultivate strong network of Real Estate Brokers. Work with brokers for increasing inflow of high value Acquisition, Leasing and Sale of Real Estate investment opportunities. Generate revenue through cold calls, emails...

Job Title: Investment Product Sales Corporate & Institutional (Fixed Income / Treasury Sales) Location: Delhi, India Experience: 4 – 15 Years Employment Type: Full-Time | Individual Contributor Role About the Role: We are looking for a dynamic and well-connected professional to drive sales of investment products to corporates and institutional investors . The ideal candidate will have strong relationships with Corporate Treasuries, PF Trusts, Pension Funds, Family Offices, and other Institutional Investors , and a proven track record in mobilizing investments in approved securities and fixed-income products . This is an individual contributor role , best suited for a self-starter who thrives...

Description We are seeking a skilled Financial Consultant to join our team in Ashok Nagar, India. The ideal candidate will have 2-9 years of experience in financial consulting, with a strong background in analyzing financial data and developing strategies that align with client goals. Responsibilities Conduct financial analysis and provide insights to clients. Develop financial plans and investment strategies tailored to client needs. Prepare detailed reports and presentations for clients. Monitor client accounts and adjust financial strategies as necessary. Stay updated on financial regulations and market trends to advise clients effectively. Skills and Qualifications Bachelor's degree in F...

Job Description As an Investment Manager at BPlan Advisors Pvt Ltd located in Raipur, your role will involve managing investments, analyzing investment opportunities, developing investment strategies, and overseeing the financial aspects of the business on a day-to-day basis. Key Responsibilities - Manage investments effectively - Analyze investment opportunities - Develop and implement investment strategies - Oversee financial aspects of the business Qualifications - Possess Investment Management and Investments skills - Demonstrate strong Analytical Skills and Investment Strategies - Have Finance knowledge and experience - Exhibit a strong understanding of financial markets and investment ...

Role Overview: As the Head of Web3 Fundraising & Investor Relations at Antier Solutions, you will be at the forefront of driving investment strategies, building strong relationships with investors, and securing funding for Web3 projects and client initiatives. This leadership role requires a highly connected and strategic individual with experience in venture capital, investment banking, or blockchain fundraising. Key Responsibilities: - Fundraising & Investor Relations: - Identify and engage with various investors such as venture capital firms, DAOs, angel investors, hedge funds, and institutional investors. - Lead capital-raising strategies for Antier's Web3 projects and client ventures. -...

As the Head of East India Distribution Sales for our Client in the Mutual Fund Industry, you will be responsible for developing and executing strategic sales plans to achieve or exceed assigned sales targets. Your key responsibilities will include: - Prospecting and acquiring Distributors, Corporate Distributors, Individual MFDs, Family Offices, RIAs, and Fintech companies. - Conducting meetings and presentations to effectively communicate investment strategies and product features. - Staying updated on market trends, economic conditions, and regulatory changes impacting the mutual fund industry. - Contributing to the development and implementation of regional sales strategies. - Achieving a...

As an Equity Head at our organization, you will play a crucial role in overseeing equity trading, investment strategies, and portfolio management. Your responsibilities will include leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. Key Responsibilities: - Develop and implement the overall equity investment strategy. - Identify market trends, new investment opportunities, and risk management strategies. - Ensure alignment with the organization's financial goals and objectives. - Oversee equity trading and portfolio management for clients and the firm. - Develop customized investment solutions base...

As an Equity Head at our company, your role will involve strategic leadership, portfolio & investment management, research & analysis, client & stakeholder management, regulatory & compliance, and team leadership & development. Key Responsibilities: - Strategic Leadership: - Develop and implement the overall equity investment strategy. - Identify market trends, new investment opportunities, and risk management strategies. - Ensure alignment with the organization's financial goals and objectives. - Portfolio & Investment Management: - Oversee equity trading and portfolio management for clients and the firm. - Develop customized investment solutions based on market research and analysis. - Ens...

Company Description We are India's first coveted wealthtech multi issuer platform. A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creation, client happiness and business growth. Role Description Engage with clients (through partners) to understand their financial goals , investment timelines, and constraints. Conduct risk profiling and assess client suitability for various investment options. Advise and recommend investment strategies across Mutual Funds, PMS, AIF, Insurance, Bonds, Structured Products, and other wealth instruments. Stay updated on market trends , regulatory developments, and product innovatio...

Valmiki Leela Capital is looking for a dynamic leader to head its Global Fund-Raising vertical. The role involves driving international roadshows, building global investor networks, and managing overseas IPO and M&A fund-raising initiatives. Key Responsibilities: Lead international fund-raising activities for IPOs, M&A, and private placements. Develop and implement global investor acquisition strategies. Conduct international roadshows across key financial hubs. Build relationships with FIIs, DFIs, global funds, and family offices. Coordinate with cross-border legal and compliance teams for global deal execution. Lead financial structuring and valuation for overseas investments. Manage end-t...

Financial analyst/CFA Exposure in banking and finance having expertise in analyzing financial data, understanding financial statements, and conducting financial modeling Have knowledge of financial markets, financial products, and investment strategies

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Investment Analyst / Associate Location: Bangalore, India (or willing to relocate to Bangalore) Reporting Line: Principal of Posspole CVC Role Description : As one of the first hires into Posspole CVCs investment team, youll play a critical role in shaping our deal flow, supporting investment execution, and building the foundations of our funds research and thesis development. This is a hands-on role for someone excited to grow in venture capital, with exposure to global startups, corporate partners, and investment committee processes. Note: This role may be hired at Analyst or Associate level depending on prior experience. Candidates with more operating or investment exposure may start as A...

Role & responsibilities The Finance Manager will work directly with the CFO Consultant & COO and manage a team of 5 people based in Mumbai and Pune. At iTeach Schools, current systems are compliant and benefit from technology integration across key functions such as HR and financial management. However, with the organizations growth plans, there is a need to strengthen these systems further through more robust monitoring and evaluation framework. We are looking for people who have the technical expertise and will be eager to enhance the existing systems and processes, combining researched best practices with their own contextual innovation. Team and Stakeholder Management: Manage and build c...

As a Commercial Real Estate Consultant at ZORBA ESTATES, you will play a crucial role in identifying, evaluating, and securing commercial real estate opportunities across various sectors such as office, retail, industrial, and investment properties. Your responsibilities will include providing expert guidance to clients on leasing, buying, or selling commercial properties, conducting in-depth market research, and managing the end-to-end transaction process. Additionally, you will be expected to stay updated on real estate market trends, collaborate with cross-functional teams, and represent ZORBA ESTATES at industry events and client meetings. Key Responsibilities: - Identify, evaluate, and ...

Company Description Tata Capital Limited, a subsidiary of Tata Sons Limited, is a customer-centric financial services provider registered with the Reserve Bank of India as a Core Investment Company. The company, along with its subsidiaries, offers a wide range of fund and fee-based financial services under the Tata Capital brand. Tata Capital caters to the diverse needs of retail, corporate, and institutional customers in areas such as Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans, and Tata Cards. With over 500+ branches across critical markets in India, Tata Capital is committed to building long-lasting relationships with its customers. Rol...

As an Asset Manager, you will be responsible for managing and optimizing assets on behalf of clients, which may include individuals, businesses, or organizations. Your main role will involve developing and implementing investment strategies to maximize asset value while effectively managing risks. You will be required to monitor asset performance, manage portfolios, conduct financial analysis, and provide strategic advice to help clients meet their financial goals. Key Responsibilities: - Manage clients" financial and physical assets such as stocks, bonds, real estate, commodities, and other investment products. - Develop, organize, and maintain investment portfolios to maximize returns and ...