425 Investment Strategies Jobs

Role Overview: You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, create reporting templates, manage project timelines, and continuously maintain reporting templates. You should be well-versed in MS Excel, MS Power Query / BI, automation software like Alteryx and SQL, and possess a strong understanding of the end-to-end process of data collection and report production. Key Responsibilities: - Produce accurate and timely Client Reports and Presentations across multiple investment strategies - Draft Requirement Documents and review data sets for suitability and quality - Source data accurately, standardize data for consistency, and create reporting templates with accurate configurations - Perform functional/integration testing and implement suitable reporting templates timely - Coordinate information flow between internal business areas to ensure accurate and timely completion of reports - Maintain reporting templates efficiently and suggest ways to check for data issues and resolve them - Manage project timelines, support functional/integration testing, and deployment - Create and maintain SOPs, risk logs, and BCP - Implement tools to automate and optimize reporting workflows and mitigate risk - Resolve automation issues with relevant teams Qualifications Required: - 2-4 years of relevant experience in producing client reports for Asset Manager or Bank - Proven working knowledge of client reporting platforms, processes, and data providers - Strong understanding of MS Excel, MS Power Query / BI, Alteryx, SQL, and object-oriented programming - Experience with Simcorp Coric, TFS, .NET, C# is beneficial - Excellent communication and interpersonal skills - Highly motivated, independent, and strong problem-solving skills - Ability to manage projects and deadlines effectively - Demonstrated understanding of performance principles and calculations - Command of English language Additional Company Details: You should maintain strong working relationships with all external/internal clients, ensuring clear and accurate communication and responding to queries in a timely manner.,

This role will be part of the APAC Infrastructure leadership team, and will coordinate and execute capital planning for APAC; facilitate leadership meetings, oversee department projects and key initiatives, coordinate the department communications. This role will spend more than 50% of time on duties associated with management of a sizeable capital investment portfolio. Beyond capital management, this role focuses on ensuring effective and efficient execution of the APAC Infrastructure groups functions through support in planning and execution of complex initiatives involving multiple disciplines. Displays a balanced, cross-functional perspective, helping to improve efficiency, effectiveness and productivity Job Functions: 1. Financial Management • Manages and oversees executes and coordinates the APAC-owned components of global infrastructure capital plans to ensure accurate forecasts are maintained and teams are managing within plan • Partners with the Global head of Infrastructure capital planning, acting as backup and complementing follow-the-sun considerations (eg APAC taking over from US team when managing to tight reporting deadlines) • Monitors time card reporting to ensure appropriate and accurate time allocation • Participates in regional financial operating expense planning including forecasting and tracking expense related to APAC-led initiatives 2. APAC Infrastructure Goals Planning and Execution • Supports Infrastructure strategic planning including annual goal-setting; ensures measurable goals are set and priorities based on the direction and follows through to monitor execution and validation that objectives are sustainably met • Along with leadership, drives execution of agreed transformation roadmaps to optimize the vision of a best in class organization. 3. Managed Service Provider (MSP) Management • Partner with Infrastructure Vendor Governance to support oversight of performance of MSPs • Local liaison and relationship management with MSP account management and tower leads • Foster and measure levels of engagement between MSPs and NT towers • Resource management and access management/review of APAC-based MSP account management personnel

Role Overview: You will be responsible for building strong relationships with clients, understanding their goals, and offering personalized financial solutions. Your role will involve guiding individuals in making informed financial decisions for their long-term financial well-being. You will provide expert insights on financial planning, investment strategies, and wealth management tailored to meet the specific needs of each client. Staying ahead of market trends, regulatory changes, and industry best practices will be crucial in delivering relevant financial advice. Additionally, you will analyze financial data, track progress, and optimize financial plans for better results. Representing Finnovate at conferences, meetings, and industry events to promote financial education will also be part of your responsibilities. Key Responsibilities: - Build strong relationships with clients by understanding their goals and offering personalized financial solutions. - Guide individuals in making informed financial decisions for long-term financial well-being. - Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. - Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. - Analyze financial data, track progress, and optimize financial plans for better results. - Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: - Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred). - A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same. - Minimum of 2 years of experience in financial advisory or related fields. - Strong knowledge of financial planning, investment strategies, and wealth management. - Excellent stakeholder management skills, superior communication, and interpersonal skills to educate and engage clients. - Analytical mindset with the ability to assess financial data and provide strategic recommendations. - Self-driven, goal-oriented, and passionate about helping others achieve financial success.,

We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahrshtra (IN-MH), India (IN). Primary skills: Domain-Capital Markets-Wealth Management is mandatory Responsibilities: Data Analysis and Reporting: Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement. Financial Modeling: Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections. Requirement Gathering: Collaborating with stakeholders to understand business needs, translate them into clear requirements, and document them using appropriate methodologies (e.g.,). Process Improvement: Identifying inefficiencies in current processes, recommending solutions, and working with development teams to implement improvements. Stakeholder Management: Communicating effectively with various stakeholders, including clients, portfolio managers, and IT teams, to ensure alignment on project goals and deliverables. Project Management: Participating in project planning, execution, and monitoring, ensuring projects are completed on time and within budget. Product Development: Contributing to the development and integration of new wealth management products and platforms. Industry Knowledge: Staying up-to-date on industry trends, regulatory changes, and best practices in wealth management. Skills: Analytical Skills: Strong analytical and problem-solving skills are essential for interpreting data, identifying trends, and developing solutions. Communication Skills: Excellent written and verbal communication skills are needed for effectively communicating with stakeholders, presenting findings, and documenting requirements. Technical Skills: Proficiency in data analysis tools, financial modeling software, and relevant technologies is important. Wealth Management Knowledge: A solid understanding of wealth management principles, investment strategies, and financial products is crucial. Interpersonal Skills: The ability to build relationships, collaborate effectively, and work as part of a team is essential. Problem-Solving: The ability to identify problems, analyze their root causes, and develop effective solutions.

Core Purpose of the Role: Responsible for driving execution of strategic decisions through establishing strategic partnerships, new business opportunities, mergers and acquisitions. Also engaged in other strategic areas as required including investor relations, competitive assessment, new strategy areas etc. Role Accountabilities: Identification, assessment and execution of potential mergers, acquisitions, investments and joint ventures in line with Syngene strategy Lead entire M&A deal process including industry analysis, identifying potential targets, strategic evaluation, detailed financial model, valuation etc Lead preparation of all M&A documents, financial model and valuation and internal notes and presentation for Executive committee/Board approvals Lead cross-functional teams in developing business case analysis and executing and interfacing with commercial, technical, finance, accounting, legal, tax, HR and other departments to ensure seamless deal execution. Manage due diligence, deal negotiation, deal structuring, approval and ensure transaction closure enabling Syngene to drive its growth momentum Coordinate and lead DD across key areas; liaise with external and internal stakeholders; identify risk risks and mitigation strategies Coordinate with relevant internal and external stakeholders to ensure proper flow of deal information, documentation Formulate, evaluate, strategize new business opportunities or business models and drive its implementation program Anchor the post deal integration to ensure that the strategic fitment and synergies are realized Track industry; sub-segments, competition in the market; key trends, M&A deals in market, regulatory requirements to inform strategy and decision making

Description We are seeking a Finance Advisor to provide expert financial guidance to clients in India. The ideal candidate will have a strong understanding of financial markets, investment strategies, and risk management. Responsibilities Provide financial advice and strategies to clients based on their financial goals. Analyze financial data and market trends to inform decision-making. Assist clients in managing their investments and portfolios. Prepare detailed financial reports and presentations for clients. Conduct risk assessments and recommend risk management strategies. Stay updated on regulatory changes and industry trends affecting clients financial plans. Build and maintain strong relationships with clients, understanding their needs and concerns. Skills and Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Proficiency in financial modeling and analysis tools. Knowledge of investment strategies and financial products. Ability to work independently and as part of a team. Certification such as CFA, CFP, or equivalent is a plus.

Job Description: As an Equity Analyst at our company, your role will involve conducting in-depth industry and company research to identify investment opportunities and risks. You will be responsible for using various valuation techniques to assess company stock value and producing detailed coverage reports that demonstrate a comprehensive understanding of the company and industry. Your insights and reports will play a crucial role in guiding investment decisions and strategies. Key Responsibilities: - Conduct thorough research on industries and companies, focusing on identifying investment opportunities and risks. - Utilize various valuation techniques to evaluate company stock value. - Write detailed coverage reports that showcase a deep understanding of the company and industry. - Generate quarterly reports covering quarterly results, company-specific updates on a monthly basis, and engage in management meetings, industry conferences, and company conference calls for valuable insights. - Maintain a comprehensive database of all research data and information used in published reports. - Lead sector-specific analysis to identify key trends, risks, and opportunities. Additional Responsibilities: - Lead sector analyst with a minimum of 5 years of experience as a fundamental analyst in the domain sector. - Experience in leading at least 3 Initiating Coverage reports on specific companies as a lead analyst. - Proactively maintain and update coverage on priority sectors including Banking, Capital Goods, Infrastructure, Chemicals, Pharmaceuticals, QSR, and New Age technology. Qualification Required: - Education/ Qualification: CA / MBA - Preferred Certification: Relevant certification in NISM Company Details: (Omit this section as there is no additional information about the company in the job description),

In this role at Sagility, you will be responsible for maintaining the organization's financial health through accurate financial insights, advising on investment strategies, and overseeing budget management. Your duties will include analyzing financial performance, ensuring compliance, and collaborating with other departments to drive the organization's financial success. Key Responsibilities: - Strategic Thinking: Develop and implement strategic financial plans to achieve organizational goals. - Driving Performance and Results: Monitor financial performance and provide recommendations to improve results. - People Management: Lead and mentor a team to ensure efficient financial operations. - Client Relationships: Build and maintain strong relationships with clients to understand their financial needs. - Supporting GL Team: Assist the General Ledger team with queries related to invoices and month-end processes. - Supporting Treasury Team: Help the Treasury Team with the closing of Bank Reconciliation Statements. - Communicating with Procurement Team: Collaborate with the procurement team for onboarding new vendors and closing open purchase orders. - Supporting Auditors: Assist auditors with audit-related queries and ensure compliance. - Communicating with Internal Stakeholders: Engage with internal stakeholders to provide financial insights. - Communicating with Vendors: Regularly communicate with vendors to address invoice-related queries. Qualifications Required: - Education: Graduates, postgraduates, or any equivalent degree in Finance and Accounts. - Experience: 5 to 10 years of relevant experience in finance and accounting. Location: - Bangalore, India,

As a Fundraising Manager, your primary role will be to control and evaluate the organization's fundraising plans and capital structure. You will be responsible for meeting and discussing fundraising deals with various funding institutions. Additionally, you will drive the company's financial planning and perform risk management by analyzing the organization's liabilities and investments. Your expertise will be crucial in deciding on investment strategies while considering cash and liquidity risks. Key Responsibilities: - Control and evaluate the organization's fundraising plans and capital structure - Meet and discuss fund raising deals with different funding institutions - Drive the company's financial planning - Perform risk management by analyzing the organization's liabilities and investments - Decide on investment strategies by considering cash and liquidity risks Qualifications Required: - Previous experience in fundraising or financial management - Strong analytical skills - Knowledge of investment strategies and risk management techniques Please note that the job is based in Gurgaon and falls under the Marketing & Sales category.,

As an Equity Research Analyst at Sunrise Gilts & Securities (P) Limited, you will be a crucial member of the investment research team. Your primary responsibilities will include: - Conducting in-depth fundamental research on companies within assigned sectors or industries. - Building and maintaining detailed financial models such as income statements, balance sheets, and cash flow projections. - Performing valuation analysis and comparable company analysis. - Keeping track of financial news, earnings calls, industry developments, and market trends. - Drafting high-quality equity research reports, investment thesis, and presentations. - Interacting with company management, attending investor meetings, and industry conferences. - Collaborating with portfolio managers and other analysts to support investment strategies and decisions. - Continuously updating and refining sector knowledge and market intelligence. If you are a highly motivated and detail-oriented individual with a passion for equity research, don't miss this opportunity to join our team at Sunrise Gilts & Securities (P) Limited. Apply Now by sending your resume to hr.finstarscapital@gmail.com. Please note that this is a Full-time position and the work location is in person.,

Role Overview: As a Financial Planning and Wealth Management professional at our company, you will be responsible for utilizing your technical competencies to provide comprehensive financial services to clients. Your role will involve in-depth research and analysis of investment strategies, review of client portfolios, cashflow modeling, financial planning, risk analysis, insurance planning, retirement planning, investment planning, tax planning, estate planning, and employee benefits. Additionally, you will be expected to demonstrate strong professional competencies including analytical skills, client interaction abilities, teamwork, communication skills, adaptability, and a technology-first approach. Key Responsibilities: - Solid understanding of Financial Markets - Research and Analyze Investment strategies - Review client portfolios - Excellent in Cashflow Modelling - Develop Financial Planning Strategies - Conduct Risk Analysis and Insurance Planning - Create Retirement Planning Strategies - Investment Planning - Tax Planning - Estate Planning - Employee Benefits - Be Passionate about Financial Planning and Wealth Management - Have a strong Analytical background - Ability to work directly with Client - Ability to work with International Teams in a fast-paced environment - Track individual progress and provide support to new resources - Be a Solid Team Player and a Global Player - Must have excellent communication skills (Written & Verbal) - Adapt to change with ease - Treat colleagues and clients with utmost respect - Be able to provide value add by going the extra mile - Have a never say never attitude - Have a Technology first approach Qualification Required: - Bachelor's degree in commerce (B. Com) or Master of Business Administration with Specialization in Finance - Professional Certifications such as CFP (Certified Financial Planner), CFA (Certified Financial Analyst), ChFC (Chartered Financial Consultant) - Experience in Financial Markets - Experience working with Fund Provider Portals, Insurance Carrier Portals, Research Tools like Morningstar, Risk Profiling Tools like Finametrica, Cashflow Modeling applications, Financial Planning Software, and CRM systems would be advantageous Additional Details: The company offers a range of benefits including the opportunity to work directly with global clients, flexible working arrangements, international travel and relocation opportunities, continuous professional development, clear career progression paths, and a thriving workplace culture with a strong sense of purpose. Please send your CV to careers@valenta.io for consideration.,

You are a self-motivated and self-driven individual with a passion for financial products and the stock market. You have a good understanding of various financial products, including mutual funds, stock markets, investment strategies, futures, and options. This on-site job is located at Netaji Subhash Place, Pitampura, Delhi. **Role Overview:** As part of this role, your key responsibilities will include: - Analyzing various financial and investment products. - Demonstrating a deep understanding of mutual funds, insurance products, and other financial investment products. - Conducting analysis on various mutual funds and evaluating their past performance. - Researching identified shares. - Profiling client risks. - Developing investment and trading strategies. - Conducting backtesting of returns/results of the strategies. - Working on hedging strategies, futures, and options strategies. - Visiting and meeting clients to raise awareness about financial products. - Marketing and selling financial products. - Maintaining records. **Qualifications Required:** To be successful in this role, you should have: - A graduate or postgraduate degree in Finance. - Preferably, NISM AMFI certification. - Excellent communication skills. - Knowledge of financial products, including mutual funds, stock market, and F&O. - Experience in stock market trading, futures, and options. - Proficiency in Excel and various financial software. - Understanding of risks and returns.,

The Corporate Finance Research Specialist position at Accenture Research Global Corporate Finance team in Bangalore requires a highly motivated researcher with a strong foundation in financial analysis, exposure to M&A and private equity, and a keen interest in translating complex datasets into actionable business insights. The primary focus of this role is to develop bespoke financial models to inform investment strategies, assess company/industry performance, and analyze market trends. Additionally, the role involves supporting internal Accenture Research teams through deep-dive financial analysis and insightful storytelling. An awareness of emerging technologies, particularly in the realm of Generative AI, and their potential impact on companies, business models, and competitive dynamics is highly valued. Key Responsibilities: - Support research and client engagements in corporate finance areas like private equity, M&A by identifying key trends, benchmarking metrics, and generating actionable investment insights. - Conduct comprehensive financial analyses, including ratio benchmarking, valuation modeling, and cross-industry comparisons. - Utilize proprietary and third-party datasets to uncover patterns and trends in financial and market activity. - Collaborate closely with research leads and stakeholders to develop market scans, presentations, and executive-ready insights. - Synthesize complex financial and strategic data into clear, visually compelling deliverables that support high-impact decision-making. Professional & Technical Skills: - Strong understanding of financial statements, valuation methods, and deal mechanics. - Storytelling combined with strong analytical skills and the ability to analyze, visualize, and interpret data. - Strategic problem-solving skills with the capability to turn an issue into a researchable question. - Willingness to learn and adopt new tools and skills, including generative AI (GenAI). - Strong professional qualities like client focus, decisiveness, integrity, resilience to stress against stretch goals and deadlines. - Excellent communication (written and oral) and interpersonal skills. - Experience in presenting research deliverables to executives. - Enthusiasm to work effectively in a global, multi-cultural team. Additional Information: - Reports to: Research Senior Manager in Corporate Finance - Education: Full-time Masters degree in finance, economics, business management. - Work Experience: 5 to 8 years of relevant experience related to business insights, including 2-4 years of experience in financial research, investment banking, corporate finance, or a related role. - Location: Bengaluru, India - Preferred start date: At the earliest.,

As a part of this role, you will be responsible for conducting financial modeling, market analysis, and developing investment strategies. Your tasks will also include risk management, portfolio management, utilizing tools such as Excel, Bloomberg Terminal, and Morningstar Direct. Your strong analytical skills will be crucial for interpreting data and making informed decisions. In addition to your technical abilities, effective communication skills will be essential for presenting findings and recommendations to stakeholders. This role offers opportunities for growth and learning in the field of finance. This is a full-time, permanent position with the possibility for fresher or part-time candidates to apply. The expected hours for this role are 24 per week. As part of the benefits package, Provident Fund will be provided. The work location for this role is in person, providing a collaborative environment for team interaction and professional development.,

You will be responsible for conducting research and supporting portfolio construction in alignment with SUD Life's strategic and capital objectives. This includes analyzing financial information of specific companies in the sector, such as company results, profit and loss, balance sheet, and cash flow statements to assess the organization's potential for investors. You will also be tasked with conducting due diligence on companies and industries through researching financial statements, attending conference calls, and staying updated on market data. Your role will involve examining economic and market trends, evaluating earnings prospects, financial statements, and other indicators to determine suitable investment strategies in the sector. It is crucial to stay informed about market developments, new investment products, and other factors that can influence the markets. Monitoring financial press, market trends, opportunities, risks, and new investment products will be part of your routine. Additionally, you will be responsible for building and maintaining financial models, generating forecasts, and conducting various analyses like valuation, operational, peer group, and sensitivity analysis. The key requirements for this role include having 3-5 years of experience in Oil & Gas and Real Estate sectors. Education qualifications such as MBA, CFA, or CA are preferred for this position.,

Posted 16 hours ago Apply Now At Scripbox, were passionate about helping Indians manage their money and build wealth. Since 2012, our mission has been to simplify investing, making it accessible and stress-free for everyone. We believe that with the right guidance, anyone can achieve their financial goals. Our platform provides a seamless, app-based experience for customers to invest in a curated selection of mutual funds, tailored to their financial goals. We serve over 1.5 million customers who trust us with their financial journey. Job Description About the Role Were looking for an enthusiastic and empathetic Relationship Manager to join our customer success team. You&aposll be the human connection for our self-serve customers who need a little extra help with their more significant financial decisions. This role isn&apost about sales; it&aposs about providing expert advice and guidance to empower customers on their financial journey. You&aposll primarily handle inbound requests from customers who are already using the Scripbox app for their daily investments but need help with more complex transactions or want advice on how to manage a large sum of money. What You&aposll Do Be the go-to expert for complex transactions: Respond to inbound queries from customers, guiding them through high-value or complicated transactions within the Scripbox app. Advise on major investments: Help customers who have received a sudden influx of cash (e.g., bonus, inheritance) by providing expert guidance on how to invest a large lumpsum of money. Strategize investment plans: For customers making large investments, help them build a tailored plan. For example, you might advise them on using a Debt fund with a Systematic Transfer Plan (STP) into Equity funds to take advantage of rupee cost averaging. Educate and empower: While assisting customers, you&aposll educate them on financial best practices, helping them understand the "why" behind their investment decisions. Collaborate and improve: Work with our product and engineering teams to provide customer feedback and identify opportunities to improve the app experience and reduce the need for manual assistance. What We&aposre Looking For Exceptional Communication Skills: You can explain complex financial concepts in a simple, easy-to-understand manner. Customer-First Mindset: You are genuinely interested in helping people and have a talent for building trust and rapport quickly. Strong Financial Knowledge: You have a solid understanding of mutual funds, their various types, and investment strategies like asset allocation, STPs, and long-term goal planning. Knowledge of other financial products like stocks and FDs is a plus. Problem-Solving Skills: You&aposre a creative thinker who can analyze a customer&aposs unique situation and offer a tailored solution. High Ownership: You take full responsibility for the customer experience and are dedicated to ensuring their success. Requirements Experience: At least 2 years of experience in financial services, wealth management, or a similar customer-facing role. Education & Certifications: A bachelors degree in a relevant field. NISM certifications (especially Mutual Fund Distributors) are a strong plus. If you don&apost have them, you will be required to obtain them within 90 days of joining. What You Can Expect from Us A challenging and rewarding role where you can make a real impact on people&aposs financial lives. A collaborative and supportive work environment with high ownership and growth opportunities. Competitive compensation and benefits. The chance to work alongside a talented team dedicated to building India&aposs leading wealth management platform. Does this sound like the perfect fit for you We&aposd love to hear from you. Apply Now Job Summary https://www.hiringbull.com Website Bangalore Location Full Time Permanent Job type 2+ years Experience 2 Openings Contact Phone: +91 - 9632840710 Share Message You have already applied for this job with this account. OK Show more Show less

About the Company: The company is a fast-growing startup focused on advanced battery technology , backed by leading investors. The team is building next-generation, high-performance batteries , combining cutting-edge hardware, deep innovation, and smart engineering. Roles and Responsibilities: Financial Strategy, Planning & Capital Management Develop and execute financial strategies aligned with the company&aposs growth objectives. Lead financial planning & analysis (FP&A) to support strategic decision-making. Oversee budgeting, forecasting, and financial performance tracking. Manage cash flow, working capital, and investment strategies to optimize financial health. Financial Operations & Risk Management Establish financial controls, governance policies, and compliance frameworks (IGAAP, IND AS, IFRS). Lead financial reporting, audits, and month-end closures. Oversee treasury management, including cash flow forecasting, liquidity planning, fund allocation, and risk management to optimize financial resources and ensure operational efficiency Investor & Stakeholder Relations Provide regular financial insights to investors, board members, and key stakeholders. Prepare presentations and performance reports for investment discussions. Lead financial and operational due diligence, ensuring compliance with regulatory requirements, investor expectations, and risk assessment protocols. Process & Technology Optimization Implement financial technology solutions (ERP, financial modeling tools) to streamline operations. Drive automation and efficiency in financial reporting and compliance. Leadership & Team Development Lead and mentor a finance team, fostering a culture of excellence and accountability. Collaborate with cross-functional teams to ensure alignment of financial goals with business growth. Qualifications & Requirements: Chartered Accountant (CA) or MBA in Finance. 4 to 6 years of experience in financial leadership roles (Sr. Finance Manager, Finance Controller). Strong expertise in financial modeling, and investor relations. Proven experience in liaising with banks and financial institutions for securing working capital, term loans and structured financing solutions. Experience in manufacturing, technology, or aerospace industries is a plus. Proficiency in ERP systems and financial analysis tools. Strong understanding of regulatory frameworks (IGAAP, IND AS, IFRS). Excellent communication and leadership skills Note - Candidates from startups/Big6 firms will be preferred. Show more Show less

8-13 yrs exp in working with projects on strategy consulting projects in at least one of the below Public sub-industries: Social Services Global Critical Infrastructure Services Admin Public health Vikas 8527840989 vikasimaginators@gmail.com Required Candidate profile Strategy Consulting – Strategy Houses or Consulting Houses, Strategy or Business Consulting candidates from boutique, core consulting in India, not looking for research from a CV Perspective

As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports. In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve. This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers Making recommendations to clients basis the manager search and selection for various investment strategies US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG which involves assessment of strategies on various factors such as the investment team, investment process, risk management, factor/style exposures (using Style Analytics), and fees Review and amend investment policy statements. Author research papers on macro/micro economic environment and Investment industry trends. Providing research support on client requests including ESG, Style Analysis, Asset Class Trends Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects. Project management, work allocation, real-time capacity management, peer review, training and development of team members Liaison with stakeholders to build relationship for service delivery management. Play anchor role for all strategic projects and provide directions to the team. Prepare and manage KPIs and handle escalations. Participate in defining strategic priorities for the business. Focus on new capability development and branding imperatives. Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives. Driving Process Improvement Initiatives and delivering results in line with Business Priorities What you need to have: Relevant bachelors or masters degree in finance or economics with demonstrated academic achievement. Prior experience in asset management or financial services, preferably across multiple asset classes and investment disciplines; at least Proficient understanding of Wealth Management, Investment Management industry and asset classes (equity, fixed income, and alternatives) Minimum experience of at least 8 years in the financial services industry Ability to understand the link between data, client needs and its application to the "bigger picture." Proven organizational and project management skills, including the ability to manage multiple stakeholders. Excellent written and verbal communication skills, capable of influencing diverse audiences. High level of self-motivation, ownership, initiative, and exceptional attention to detail. Exceptional interpersonal, organizational, business communication, and time management skills. Leadership skills with the ability to manage diverse teams. Strong logical and analytical skills with attention to details Demonstrated high level of self-motivation, ownership, and initiative. Working knowledge of MS Office and third-party tools such as Bloomberg, Morning Star, and Lipper. Progress towards professional certification such as CFA, CAIA, CIPM What makes you stand out? Domain expertise relevant to wealth management/investment advisory/consulting Willing to learn and a strong team player with a collaborative approach. Effective team management skills Good analytical skills

You will be joining our team as a Mutual Fund Executive, where your primary focus will be on educating clients about various mutual fund investment options and recommending suitable investment strategies. Your role will involve analyzing client financial needs, building and maintaining client relationships, and processing transactions while ensuring accurate client records are maintained. It is essential that you adhere to all regulatory compliance guidelines to meet sales targets and deadlines. You should be a proactive individual comfortable working both independently and as part of a team. The ideal candidate for this role will possess excellent communication and interpersonal skills, a strong understanding of financial products, and prior experience in the financial services industry, particularly with mutual funds. A deep understanding of investment principles, market trends, and regulatory frameworks is crucial for success in this role. You should be detail-oriented, have strong problem-solving skills, and be able to work effectively under pressure. If you are a driven individual with a passion for finance and a commitment to exceeding client expectations, we encourage you to apply. This position offers a competitive compensation package and opportunities for career growth within a dynamic and supportive environment. This is a full-time, permanent position that requires in-person work at the designated location.,

Job Description: MFD INVEST is an investment management company based in Paris, le-de-France, France, operating from 8 PL DE BRETEUIL, specializing in professional mutual fund distribution services. As a Mutual Fund Distributor at MFD INVEST, you will be responsible for distributing mutual funds, collaborating with clients to comprehend their investment requirements and goals, offering financial advice, managing client portfolios, and keeping abreast of the latest developments in the financial markets. This is a full-time, on-site position located in Ganjam, offering you the opportunity to work in a reputable firm recognized for its expertise and bespoke investment solutions. To excel in this role, you should possess client relations, financial consultancy, and portfolio management skills, coupled with knowledge of mutual funds, investment strategies, and financial markets. Strong analytical and problem-solving capabilities are essential, along with excellent communication and interpersonal proficiencies. The ability to work autonomously and as part of a team is crucial. A degree in Finance, Economics, Business, or a related field is required, and prior experience in a similar capacity would be advantageous.,

Morningstar Indexes - http://indexes.morningstar.com Position : Quantitative Analyst – New Product Development – Morningstar Indexes The Area : Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : As a part of the Indexes New Product Development Team, you will participate in the full development cycle including ideation, design, development, presentations to global research team and clients, leading up to implementation. The ideal candidate will have a good grasp of investment concepts, possess strong analytical skills, good communication skills. Technical proficiency with at least one programming language (Python, R or MATLAB) in addition to SQL is desirable. This position is based in our Navi Mumbai office. Responsibilities: The successful candidate will Collaborate effectively with Morningstar research organization including equity, quantitative, manager or sustainability research teams, and product management to develop novel thematic and smart beta indexes that leverage Morningstar IP. Work on the entire product development lifecycle from ideation, design, development, and validation, leading up to launch. Work closely with other index teams to operationalize index methodologies. Develop new tools and capabilities to perform portfolio construction or analytics independently, including the use of statistical and machine learning techniques. Publish white papers, factsheets, client presentations, and other collateral to support go-to-market plans. Requirements: Up to 2 years of experience. Bachelor’s degree in a quantitative, financial discipline, or engineering. MBA from a premier institute is preferred. CFA charter or candidature (at least passed Level II) is preferred. Hands on experience with creating Strategic Beta (Factor), ESG Indexes or similar rules-based quantitative investment strategies is preferred. Knowledge of institutional investing, modern portfolio theory, and portfolio construction processes. Excellent documentation habits, oral and written communication and presentation skills including ability to distil complex ideas into simple explanations. Morningstar is an equal opportunity employer.

Execute trades efficiently and accurately on behalf of clients, ensuring best execution practices. Provide investment recommendations and advice to clients based on their financial goals and risk tolerance. Required Candidate profile Manage client portfolios and monitor market conditions to identify investments opportunities. Develop and maintain strong relationships with clients, providing exceptional customer service.

Job Description: You will be joining our team as a full-time Wealth Relationship Manager based in Chennai. As a Wealth Relationship Manager, your primary responsibilities will include managing client relationships, offering financial advice, and suggesting investment strategies. Your role will require you to conduct detailed financial analyses, understand client requirements, and provide tailored wealth management solutions. Additionally, you will be expected to keep abreast of market developments, ensure regulatory compliance, and collaborate effectively with team members. To excel in this role, you should possess strong relationship management and communication abilities. Prior experience in financial analysis, investment strategies, and wealth management will be crucial. A good understanding of market trends and regulatory requirements is essential. The role will also require you to work well within a team environment. Possessing certifications in financial planning or wealth management such as CFP or CFA would be advantageous. Previous experience in the finance or wealth management sector, coupled with a Bachelor's degree in Finance, Economics, Business, or a related field, will be beneficial.,

As a Stock Market Trainer, your primary responsibility will be to educate individuals on stock market fundamentals, technical analysis, derivatives, trading psychology, and investment strategies. You will be tasked with designing and delivering engaging training sessions that are interactive and informative. Your role will involve creating curriculum modules, assignments, and practice sessions that are aligned with current market trends. It is essential to stay updated with the latest market developments and incorporate real-time examples in your sessions. Additionally, you will be required to assess student performance and offer personalized guidance, along with conducting workshops or Q&A sessions as necessary. To excel in this position, you should have a proven track record of at least 2 years in trading or investing in the stock market. A strong understanding of technical and fundamental analysis is crucial for this role. Prior experience in teaching or training would be advantageous. Effective communication and presentation skills are essential, along with the ability to simplify complex concepts for beginners. Proficiency with charting platforms such as TradingView, Zerodha, etc., is also desired. Ideal candidates for this role will hold qualifications such as NISM/NIFM certifications (Preferred), a Bachelor's degree in Finance, Economics, or a related field, or an MBA in Finance. If you are passionate about educating others on the intricacies of the stock market and possess the necessary skills and experience, we encourage you to apply for this exciting opportunity.,