288 Investment Strategies Jobs - Page 12

Role: - Real Estate Development Analyst Industry: - Real Estate Job Type: - Full time / Consultant Basis. Job Summary: - Looking for a Real estate development analyst to focuses on the analysis of real estate projects and opportunities to support decision-making in acquisitions, sales, and portfolio management. This involves conducting market research, compiling and analyzing financial data, and developing reports and recommendations. Key Responsibilities: - Market Research & Analysis: Conducting in-depth research on real estate trends, market conditions, and potential investment opportunities. Financial Modeling & Analysis: Building and maintaining complex financial models to assess the viability of projects, including cash flow projections, ROI analysis, and net present value calculations. Due Diligence: Performing due diligence on potential acquisitions, including verifying information, conducting property inspections, and assessing risks. Reporting & Presentations: Preparing detailed reports and presentations on market analysis, financial models, and investment recommendations for stakeholders. Investment Strategy: Supporting the development of investment strategies and providing insights for acquisition, disposition, and portfolio management decisions. Collaboration: Working with other departments, such as real estate agents, investment analysts, and internal teams, to facilitate decision-making. Qualification and skills: - Bachelors degree in Business, Economics, Real Estate, or a related field (Masters Degree is a plus). 2-5 Years of experience in Marketing, or real estate analysis. Knowledge of M S Excel and data analysis tools. Knowledge of the real estate market, Property types, investment strategies, and market trends. Excellent communication skills, with the ability to present data and insights clearly and concisely to stakeholders.

Role & responsibilities Identify and connect with potential clients (startups & SMEs) Pitch services like startup mentorship programs and services Conduct meetings, demos, and follow-ups to convert leads Prepare financial reports, Pitches and coordinate with Investors Maintain CRM, generate reports, and track performance Preferred candidate profile Excellent communication (English & Hindi) Confidence in sales calls, Zoom meetings, and presentations Understanding of finance and accounting ,startup funding Self-driven with a target-oriented mindset

We are seeking dynamic and experienced professional to join our growing team as Chief Financial Officer . The ideal candidate will have a strong background in portfolio management, financial planning, and data analytics. You will work closely with clients to analyze their portfolios and provide expert investment advice while leveraging data to optimize portfolio performance. Key Responsibilities: Portfolio Management: Analyze and manage client investment portfolios, providing tailored strategies to meet their financial goals. Data-Driven Decision Making: Utilize data to inform investment decisions, enhance portfolio performance, and provide actionable insights. Market Monitoring: Continuously monitor financial markets, economic trends, and portfolio performance. Make timely adjustments to align with market movements and client objectives. Client Communication: Deliver clear, professional, and timely reports to clients, explaining complex investment strategies and portfolio performance. Risk Management: Assess and mitigate risks, ensuring portfolios are optimized for performance within the clients' risk tolerance levels. Collaboration: Work closely with cross-functional teams to integrate AI-driven solutions into wealth management strategies. Financial Modeling: Develop and maintain financial models to assist in portfolio analysis, performance forecasting, and risk management. Desired Skills & Qualifications: Educational Background: MBA/MSc in Finance, Economics, or a related field. CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification is highly preferred. Postgraduate degree in Financial Planning will be an added advantage. Professional Experience: 3-7+ years of experience in portfolio management or a related field, preferably within the fintech, financial services, asset management, or investment management industries. Proven expertise in investment analysis, market research, and financial modeling. Technical Skills: Strong analytical skills with the ability to interpret and leverage financial data to optimize investment strategies. Proficiency in portfolio management tools and financial software. Understanding of risk management practices and asset allocation strategies. Experience with fintech solutions or AI-driven investment platforms is a plus. Personal Attributes: Strong problem-solving ability and attention to detail. Excellent communication and presentation skills. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Strong understanding of the Indian financial markets is a must.

Position: General Manager Accounts & Finance Location: Navi Mumbai Experience: 15+ Years Qualification: CA Key Responsibilities: Lead bank liaising , loan documentation, and credit line management. Drive funds planning , working capital optimization, and cash flow forecasting. Oversee Forex transactions , hedging, and compliance with RBI regulations. Ensure financial controlling , MIS, budgeting, and internal audits. Supervise costing processes , product-wise profitability, and variance analysis. Collaborate with leadership for financial strategy, risk mitigation, and policy formulation. Desired Skills: Strong relationships with banks and financial institutions Expertise in treasury, fund flows, and cost control ERP proficiency and sharp analytical ability Strategic mindset with leadership acumen

Lead Qualification & Filtering: Conduct outbound cold calls and respond to inbound inquiries to identify qualified prospects based on investment intent, budget, and timeline. Client Needs Assessment: Understand and evaluate the investment goals of prospects, filtering high-potential leads for the investment sales team. Initial Product Pitch: Deliver compelling overviews of real estate offerings, highlighting key features, USPs, and market trends tailored to each prospects interests. Appointment Setting: Schedule site visits and consultations with the appropriate sales executives, ensuring smooth handover of qualified leads. CRM Management: Accurately update and maintain lead status, call logs, and follow-up schedules in the CRM system to support seamless pipeline tracking. Collaboration with Sales Team: Work closely with the investment sales and technical teams to pass on well-informed and sales-ready leads, improving closure rates. Follow-up Communication: Execute timely follow-ups to nurture interested leads, share updated project details, and ensure engagement. Client Relationship Building: Foster trust and credibility with prospects through professional and informed interactions, contributing to a positive brand image. Market Awareness: Stay updated on property developments, pricing structures, and investment benefits to support informed client discussions. Bachelors degree in Business, Sales, Marketing, or related discipline. 2+ years of experience in telecalling, lead generation, or pre-sales within the real estate or related sector. Familiarity with the local real estate market, investment strategies, and property regulations. Excellent verbal communication and persuasion skills in English and at least one regional language. Proficiency in using CRM tools and sales support systems. Strong ability to understand client needs and align them with appropriate real estate solutions.

- You will communicate with clients - Advice them on investment opportunities and place their trades in stock market. - Your role combines client serving, advisory and product sales - Client Relationship Management, Trading and Advisory.

Role & responsibilities Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance. Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities. Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities. Prepare investment notes, memos, and provide investment recommendations. Execute purchase and sale transactions for the portfolio. Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations. Prepare portfolio factsheets, presentations, client reports and performance commentaries. Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Economics / Finance Experience: 37 years of experience in debt markets, credit research, or fixed income portfolio management Preference for candidates with prior exposure in PMS, mutual funds or wealth firms Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments Sound knowledge of credit and interest rate risk Analytical mindset with financial modelling and valuation skills Proficiency in Excel, Bloomberg, and financial databases Attention to detail, strong communication, and ability to work under tight timelines

Role & responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in the constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guide elines. Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions. Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies. Prepare weekly/monthly/quarterly reports and presentations on portfolio perfo rmance and market outlook for internal stakeholders and clients. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Finance Experience: 3 to 8 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house Proven track record of providing valuable investment insights and generating equity recommendations Experience in handling mid-cap and small-cap stocks is desirable Strong knowledge of financial statement analysis, financial modeling, and equity valuation techniques (DCF, P/E, P/B, etc.). Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets. Excellent communication and presentation skills to effectively convey research findings and recommendations. Detail-oriented and self-motivated with a passion for equity markets. Knowledge of the regulatory environment (SEBI, stock exchanges, etc.). Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills.

Experience: 1-3 years Location: Indiranagar, Bangalore Reports To: Strategic Partnership/ Funding Manager About the Role: We are seeking a motivated Business Development Associate to support key partnerships, funding opportunities, and business collaborations. This role is ideal for candidates looking to gain hands-on experience in finance and business development. Key Responsibilities: Partnership Development & Outreach Identify and research potential partners, including financial institutions and investors. Assist in preparing partnership proposals and pitch decks. Support outreach efforts by coordinating meetings and follow-ups. Maintain a database of key contacts and track engagement. Funding & Investment Support Assist in evaluating funding opportunities, including grants and Debt. Basic Knowledge of financial modeling and data analysis. Operations & Coordination Coordinate communication between internal teams and external stakeholders. Track and report key performance metrics for partnerships. Qualifications & Skills Required: Interest in finance, business development, and investment strategy. Strong communication and analytical skills. Proficiency in MS Office (Excel, PowerPoint, Word); CRM tools are a plus. Self-motivated and detail oriented. What Youll Gain: Hands-on experience in financial strategy and partnerships. Exposure to investment negotiations and structuring. Networking opportunities with industry professionals. Certificate of completion and career growth potential.

Finance Executive job description 1. Demonstrate experience in developing, managing, and analyzing budgets and forecasting financial performance. 2. Showcase expertise in preparing and analyzing financial statements, reports, and dashboards. 3. Highlight analytical abilities in evaluating financial data, identifying trends, and making recommendations. 4. Mention experience with regulatory compliance and ensuring adherence to relevant financial standards. 5. Showcase ability to identify, assess, and mitigate financial risks. 6. Highlight experience in developing and managing investment strategies to maximize returns. 7. Highlight involvement in developing and implementing financial strategies to support organizational goals. 8. Mention successful initiatives to reduce costs, improve profitability, and enhance financial performance. 9. Assist company in procuring different loans requirement along with all the requisite paperwork 10. Holds meeting with the banks official for successful completion of loan procurement keeping in view the best interest of the company. 11. Showcase achievements in driving revenue growth and contributing to overall financial success.

Tracxn is a leading data intelligence platform for private markets, tracking over 4M+ entities across 2.9K + feeds. We help investors, corporates, and government agencies access high-quality insights to make informed decisions. As a publicly listed company, we continue to scale our global knowledge ecosystem. Role Overview We are looking for an Industry Connect Manager who can connect leading investors, corporates, and decision-makers with industry experts across various domains. This person will act as a bridge between knowledge seekers (such as VC firms, PE funds, and enterprises) and senior professionals from different industries. Key Responsibilities Expert Identification & Outreach Connect with senior professionals (CXOs, Heads of Departments, Functional Experts) across industries. Stakeholder Collaboration Work closely with VCs, investors, and enterprises to understand their queries and provide fast, relevant expert connections. Industry Research & Mapping Stay updated on market trends, emerging industries, and key players to proactively suggest relevant experts. Seamless Coordination Facilitate expert interactions through scheduled calls, meetings, and discussions. Relationship Building Maintain and expand a robust network of industry experts across sectors like logistics, fintech, healthcare, and more. Ideal Candidate Profile Excellent Communicator Able to engage and build relationships with senior professionals. Proactive & Resourceful Quickly identifies the right expert for a given query. Industry-Savvy Understands multiple business sectors and their key players. Networking Specialist Experience in consulting, investor relations, or expert networks is a plus. Multi-Tasker & Self-Starter Can handle multiple expert requests and work independently. Preferred Qualifications Relevant experience in Business, Consulting, or Market Research. MBA is a plus. Prior experience in expert networks, investor relations, or corporate research. Strong LinkedIn presence and ability to leverage professional networks effectively. Why Join Tracxn? Work at the intersection of investments, business intelligence, and expert networks. Engage with top investors, decision-makers, and industry leaders across the globe. Be part of a fast-growing, publicly listed company shaping private market intelligence.

Role & responsibilities Financial Planning & Analysis (FP&A): Lead the development of financial models, forecasts, and budgets for the firms global operations. Provide actionable insights into financial performance to senior leadership, ensuring effective financial decision-making. Regulatory Stakeholder Management: Serve as a liaison with regulatory bodies and ensure compliance with relevant financial and reporting regulations. Prepare materials for regulatory reporting and audits, ensuring adherence to legal and industry standards. Corporate Development: identifying and executing strategic growth opportunities for a company, primarily through mergers and acquisitions (M&A), by leading the evaluation of potential targets, conducting due diligence, negotiating deal terms, and managing the integration process, while collaborating closely with senior leadership to align with the company's overall strategic objectives Investor Relations: Support the investor relations function by preparing investor presentations, quarterly updates, and other key communications. Liaise with investors to address queries and provide transparency on financial performance and strategic initiatives. Asset Management Business: Collaborate with investment teams to provide financial analysis and reporting related to portfolio performance, asset valuation, and fund operations. Contribute to investment strategies and decision-making from a financial perspective. Financial Modelling: Build and maintain sophisticated financial models to evaluate investment opportunities, perform valuations, and assess risk. Ensure models are robust, accurate, and aligned with industry best practices. Strategic Insight: Partner with senior management to deliver key financial insights and recommendations that drive growth and profitability. Participate in strategic planning sessions and provide financial expertise to support business initiatives. Preferred candidate profile Education: Chartered Accountant (CA) or masters in business administration (MBA) with a specialization in finance. Experience: 7-8 years of experience in finance or investment banking, with significant exposure to financial planning & analysis (FP&A), corporate development and investor relations. Experience in a global investment firm or asset management business is highly preferred. Skills & Competencies: Strong financial modelling skills, with a deep understanding of financial statements, investment analysis, and valuation techniques. Excellent communication and presentation skills, with the ability to convey complex financial concepts to both financial and non-financial stakeholders. Proven track record in managing investor relations and preparing investor reports, presentations, and updates. Strong analytical mindset with a strategic approach to problem-solving and decision making. Knowledge of regulatory requirements in the investment and asset management space. Proficiency in financial software and advanced Excel modeling skills. Strong attention to detail with the ability to work in a fast-paced, deadline-driven environment. Personal Attributes: Strong interpersonal skills, with the ability to collaborate effectively across multiple teams. Proactive, self-driven, and able to work independently while managing multiple priorities. High level of integrity, professionalism, and the ability to handle confidential information.

Spearheaded the fund-raising efforts, good relationship with global/domestic/Banks, FIIs & Investors. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth & Cash Flows. Required Candidate profile Hands on experience in raising debt from banks/FII/FI, through Private Placement & Public Issue of NCDs. Managerial & Leadership skills, networking & negotiation skills