612 Investment Strategies Jobs - Page 10

As a Relationship Manager at our Boutique Private Wealth Advisory firm specializing in UHNW and HNW clients, located in Gurgaon, India, your primary responsibility will be to acquire new clients while nurturing strong relationships with existing ones in the NCR and Chandigarh regions. You will be tasked with assessing clients" financial needs and developing customized investment strategies tailored to their specific requirements. Regular portfolio reviews and client updates are essential aspects of this role, requiring frequent travel to Chandigarh for client meetings and business development, with all reasonable travel expenses reimbursed. To excel in this position, you should possess a Bac...

As an Investment Analyst in the field of FMCG industry, you will be responsible for managing and advising on mutual funds, analyzing market trends, and developing investment strategies. Your role will involve analyzing market trends and financial data to recommend mutual funds, monitoring and reviewing mutual fund performance, conducting market research, and assisting in investment strategy creation. Additionally, you will be preparing and presenting investment reports to senior management, ensuring compliance with financial regulations and legal requirements, working with financial models to assess risk and predict economic outcomes, and drafting and assessing financial agreements. If you h...

As a Financial Manager at Manastu Space in Navi Mumbai, you will have the exciting opportunity to drive the company's financial health, growth strategies, and operational efficiency. Your role is crucial in shaping the economic objectives of the company and supporting its mission in space exploration. Your responsibilities will include developing and enforcing financial policies, preparing financial statements, monitoring budget and expenses, conducting detailed financial analysis, managing audits, and overseeing the accounting department. You will also be in charge of maintaining relationships with banks, investors, and other financial institutions, providing financial guidance to various d...

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Experience: 3-7 years of experience Age: Below 40 Requirements: Existing Networks & Database of HNIs/UHNIs clients Salary: As per market standard Educational Qualification: MBA Finance/ Equivalent Degree Job Description: Identify and on-board retail, HNI, and institutional investors. Raising funds in the form of Non-Convertible Debentures, ICD, Debt Portfolio, & Debt AIF. Engage with investors on regular intervals Develop new relationships in an effort to grow business and help company expand Develop partnerships with wealth managers, financial advisors, chartered accountants, and investment professionals for cross-selling opportunities. Investor acquisition and servicing Organize seminars/ ...

Job Summary: We are seeking a highly motivated Investment Banking Associate with an MBA in Finance and 4+ years of experience in investment banking, private equity, or asset management. The ideal candidate will bring strong analytical expertise, advanced financial modeling skills, and the ability to effectively manage client and investor relationships. Key Responsibilities: Conduct detailed financial analysis, valuation, and modeling to support M&A, private equity, and capital-raising transactions. Prepare high-quality investor presentations, pitch books, information memorandums, and other deal-related documentation. Support execution of live transactions, including due diligence, market res...

The Chief Finance Officer (CFO) position based in Sonipat requires a candidate with over 20 years of experience in finance leadership, specifically within the manufacturing industry. As the CFO, you will be responsible for developing and executing financial strategies that align with the organization's goals in both OEM and aftermarket markets. Your role will involve providing strategic insights to drive profitability and growth, leading long-term financial planning processes, and overseeing financial operations, including accounting, treasury, and cash flow management. A Chartered Accountant (CA) qualification is mandatory for this role, along with a proven track record in corporate finance...

Job Description: As a Client Relationship Manager at Wealth Wisdom India Private Limited (WWIPL), your primary responsibility will be to build and nurture strong relationships with investors. This full-time on-site role, based in Indore, requires a high level of interpersonal and communication skills to effectively engage with clients. Your role will involve facilitating investment transactions, offering personalized financial advice, and ensuring the satisfaction of our clients. To excel in this role, you should have a background in financial services or wealth management, with a deep understanding of investment products and financial markets. Your ability to analyze investment opportunitie...

As a part of the CITCO Portfolio Analytics team, you will play a crucial role in researching the market and defining new products and services aimed at private markets such as Real Estate, Private Debts, and Private Equity. Your responsibilities will include participating in client meetings to gather feedback, contributing to the development of roadmaps and release planning with the IT team, specifying requirements for IT and ensuring follow-up until product release, conducting comprehensive quality testing of newly released products, and providing assistance to the global Citco Portfolio Analytics team on product queries. Additionally, you will be responsible for creating marketing document...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself and a better working world for all. As part of our EY-Finance FS Team, you will work closely with Managers. We are looking for an incumbent who is competent enough to work as part of our team providing consultancy services which typically involves managing the assets and liabilities of a company to optimize financial performance, particularly within the life insurance, retireme...

As an Investment Analyst at Seafund, a SEBI registered Category 2 Alternate Investment Fund (AIF) specializing in early-stage companies in the deeptech and deep science sectors, your role will involve conducting financial analysis, market research, and portfolio management. You will be part of a team based in Delhi that leverages operational expertise in technology to scale business models rapidly from pre-seed to pre-Series A stages. Your responsibilities will include conducting in-depth technical reviews, financial analysis, and valuation assessments of potential investment opportunities. You will also be required to perform detailed market research to identify emerging trends in the deept...

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager - Investment Consulting 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, res...

Position: Principal Family Office Relationships (East & Central India) Location: Kolkata, Bhubaneswar, Varanasi, or similar regional hubs (Full-Time, Onsite in Kolkata) Function: Capital Partnerships | Family Office Relationship Management | Investor Expansion Reports To: Head Capital Partnerships and Managing Partner Level: Principal / Senior Relationship Manager About Artha Artha is building India s most performance-driven, multi-asset investment platform. With over 1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India s most respected family offices and institutional LPs. Our platform includes: Artha Venture Fun...

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial services) Graduation mandatory NISM 5/8/10(V/VIII/X) certification is required Salary : 2 LPA - 5 LPA HR Arti 9522754537 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10 (XA/XB/VIII/VA/VB) Series is required

NOTE: URGENT Female Candidates only. Role & responsibilities: 15+ years of corporate experience and large part of that with asset management firms Strong experience leading business analysis and delivery function in asset management domain Has cross asset class knowledge, including but not limited to Fixed Income, Equities, Derivatives, Alternatives, Private Equity and Private Debt. Strong understanding of asset management processes, systems, & regulatory requirements Strong experience with Agile methodologies. Experience scaling Agile ways of working across the function. Strong people leadership to build a high performing team. Please send me your updated resume, if you find the role aligne...

Responsibilities: * Manage CRM software & Microsoft Office Suite proficiently * Handle HNI clients with expertise in wealth management * Acquire new HNIs through strategic sales efforts Performance bonus

The Financial Fitness Expert at Finnovate plays a crucial role in guiding individuals towards making informed financial decisions for their long-term financial well-being. As a part of our holistic financial planning and wealth advisory platform, you will have the opportunity to represent Finnovate at various conferences, meetings, and industry events to promote financial education. Your expertise will be utilized to provide tailored insights on financial planning, investment strategies, and wealth management based on the unique needs of our clients. Building strong relationships with clients is a key aspect of this role, where understanding their goals and offering personalized solutions is...

About ZORBA ESTATES ZORBA ESTATES is a dynamic and innovative real estate advisory firm specializing in commercial property transactions, investment strategies, and market-driven solutions. Our team of professionals is committed to delivering excellence, integrity, and measurable value to clients across the commercial real estate spectrum. We are seeking a highly motivated and results-driven Commercial Real Estate Consultant to join our expanding team. The ideal candidate will be responsible for sourcing, negotiating, and closing commercial property deals while offering expert advisory services to clients. This role requires strong market knowledge, negotiation skills, and the ability to bui...

Responsible for identifying and securing strategic investors and capital partners to support the company’s growth objectives. This role involves a strong focus on fundraising, investment sourcing, relationship management, and strategic deal-making.

Responsibilities: * Lead fund strategy & execution * Monitor market trends & risks * Manage $X assets under management * Ensure compliance with regulatory standards * NISM Series XIX- E Certification mandatory

We, Tandem Consulting Group (TCG) is a group of companies with over 30 years as specialists in accounting, AR & AP, assurance, taxation, compliance, payroll, business consulting and software development. It has a client base of over 1,200 serviced by a team of over 400 employees across South India. The group is now rebranding under TCG and is getting ready for the next stage of growth and expansion to the rest of India and key markets in the MENA region and USA. Private Equity Market Manager Deal Execution & Client Engagement Role: Leads market-facing private equity initiatives, including end-to-end deal execution, investor interfacing, and public relations. Acts as a key external representa...

As a key member of the team, you will be responsible for controlling and evaluating the organization's fundraising plans and capital structure. This will involve meeting and discussing fundraising deals with various funding institutions to ensure the financial stability and growth of the organization. Your role will also include driving the company's financial planning process and performing risk management by analyzing the organization's liabilities and investments. In addition, you will be tasked with deciding on investment strategies by carefully considering cash and liquidity risks. Join us and contribute to our organization's financial success through strategic financial management and ...

Experience with investment banking firms, expert in financial modeling presentation, strong understanding of renewable power, work on company profile, M&A Screening, pitch book update, maintaining good relations with potential investors lenders, Required Candidate profile Male /Female -CA /MBA /CFA having good experience in investment banking & fund raising, should have excellent in Presentation skills, share CV at mgjobs18@gmail.com /7838732364

Responsibilities: * Develop investor relationships * Manage fundraising strategies * Conduct market research * Analyze financial data * Create investment plans Health insurance Annual bonus

As a Share Market Company Advisor Firm, we are looking for a full-time Advisor to join our team. The ideal candidate will have at least 1 year of relevant experience in the field, although this is preferred rather than required. The working schedule for this position is a morning shift, and the work location will be in person. If you are interested in this opportunity, please speak with the employer at +91 8319487268 to discuss the details further.,