620 Investment Strategies Jobs - Page 15

You are invited to join our team as a Chartered Accountant in a retainer ship capacity. As an experienced professional with a Chartered Accountant Certificate of Practice (COP) and a minimum of 5 years of relevant experience, you will be responsible for providing accounting, financial, and advisory services. Your expertise in auditing, taxation, financial analysis, and compliance will be crucial in ensuring the accuracy and regulatory compliance of financial statements and internal controls. Your key responsibilities will include conducting audits, providing taxation services such as tax planning and return filing, performing financial analysis and reporting, offering advisory services on fi...

You will be responsible for identifying, recruiting, and on-boarding new channel partners within the assigned territory. Your primary focus will be to manage sales activities of partners to generate revenue. You will coordinate with partners to create and execute business plans to meet sales goals, analyze market trends, and develop sales plans to increase brand awareness. Additionally, you will be handling HNI and Super HNI clients on a daily basis. It will be your responsibility to communicate up-to-date information about new products and enhancements to partners and develop process improvements to optimize partner management activities. You will evaluate channel partner sales performance,...

The Wealth Manager will be responsible for managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. You will be taking zoom meetings and have good knowledge of Mutual Funds. Key responsibilities include building and maintaining relationships with high-net-worth clients, developing and implementing investment strategies based on client needs, and monitoring market trends to adjust client portfolios accordingly. Qualifications for this role include a Bachelor's degree in Finance, Economics, or a related field, experience in wealth management, private banking, or financial advisory preferred, basic kno...

You are an experienced and client-focused Wealth Manager with a strong background in portfolio management. As a Wealth Manager, your primary responsibility will be managing customers" portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Your key responsibilities will include serving as the primary relationship manager for assigned customers, providing holistic wealth management advice, developing customized investment portfolios aligned with each customer's financial goals, risk tolerance, and time horizon, conducting portfolio reviews and rebalancing based on market trends, performance, and changing custom...

Job Description We are seeking a Senior Coordinator/Manager for the Investment and Wealth Strategies team within Bernstein Private Wealth Management, a unit of AB. This Pune-based role involves overseeing a team of coordinators, providing training, and ensuring coverage/backfill when team members are out. The successful candidate will also provide administrative support to 2-3 senior professionals and partner with team members in various offices nationally. This role offers an exciting opportunity to lead and develop a team while contributing to the success of the Investment and Wealth Strategies team. We are seeking a dedicated individual who is looking to grow and thrive in this position f...

Who Youll Work With: Bernstein Private Wealth Management ( Bernstein ), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein s integrated approach allows the firm to tailor each client s portfolio, minimizing the effects of tax and volatility, with investment strategies that dra...

We're seeking a strategic Financial Planner to lead budgeting, forecasting, and financial analysis. The ideal candidate will drive growth, manage risk, and provide insights to support smart, data-driven business decisions.

Roles and Responsibilities Manage investor relationships through effective communication, ensuring timely updates on investment portfolio performance. Develop and implement investment strategies to maximize returns while minimizing risk. Identify potential investors, negotiate deals, and close fundraising transactions. Oversee fund management activities, including budgeting, forecasting, and reporting. Provide expert advice on investment advisory services to clients.

As a Financial Advisor at Finnovate, you will be responsible for building strong relationships with clients and providing personalized financial solutions to help them achieve their goals. You will guide individuals in making informed financial decisions for long-term financial well-being, offering expert insights on financial planning, investment strategies, and wealth management tailored to their specific needs. To excel in this role, you will need to stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyzing financial data, tracking progress, and optimizing financial plans for better results will be key aspects of your resp...

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth M...

As a professional in this role, you will be responsible for providing expert advice to clients on stock market trends, investment strategies, and portfolio management. Your key duties will include conducting in-depth analysis of financial markets, various instruments, and client requirements to tailor personalized investment plans. You will also be executing trades on behalf of clients across different exchanges and platforms. It is essential to stay well-informed about regulatory changes and compliance standards within the stock broking industry to ensure adherence. The ideal candidate for this position should possess 1-2 years of experience in equity broking or a related field, with a soli...

You are an experienced stock market professional looking to join a dynamic team to leverage your expertise in identifying investment opportunities within the market. Your role will involve analyzing stocks, understanding clients" investment needs, and guiding them towards successful investment decisions. You will directly engage with clients, educate them on various investment options, and monitor the performance of their accounts. Your responsibilities will include providing regular updates to clients on their investment portfolios, highlighting new investment opportunities, acquiring new clients through networking and cold calling, and adjusting investment strategies based on market trends...

As a highly experienced Chief Finance Manager, you will be responsible for leading the financial planning and analysis function in alignment with the business goals. Your duties will include managing budgeting, reporting, tax, and compliance activities, collaborating on investment strategies and capital structuring, maintaining relationships with financial institutions and investors, and overseeing the implementation and management of financial systems, especially Zoho Books. Key Responsibilities: - Lead the financial planning and analysis function, ensuring alignment with business goals. - Manage budgeting, reporting, tax, and compliance activities. - Collaborate on investment strategies an...

We are currently seeking an experienced professional to join our team in the role of Equity Derivatives Quant Principal responsibilities Developing and enhancing the available products and models available to trade Enhance reserve methodologies; Enhance model performance monitoring Timely completion of model development tasks with little or no bugs; Positive feedback from the trading, structuring and valuation control desks; Successful release of new models in quant libraries Resolving issues raised by users and IT teams in using the Quant libraries; Assisting other members of the Equities Quant team with technical issues; Assisting IT with any integration issues they may have with our libra...

Role Summary:- The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange management, derivatives, and liquidity planning. The role demands strong investment acumen, risk management capability, and hands-on experience with market analysis, portfolio performance tracking, and technology-driven financial managementincluding the use of AI-enabled tools for research, automation, and reporting. Key Responsibilities 1. ...

Job description Stakeholder management and leadership: Managing key stakeholders and their expectations. Ensuring healthy relationship with Regulators and external auditors. Consistently explore opportunities for efficiency in the processes we adopt and follow. Provide training and coaching to junior members of the team. Contribute to delta initiatives that Ops run - Design, develop and deliver efficiency tools Decision making and problem solving: Effective problem solving skills with a deeper, broader and clear understanding, Commercial effectiveness and reasonably good industry connect which can help the role. Risk and Control: All Barclays colleagues have to ensure that all activities and...

Job description Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs including local market, tax, estate planning and liquidity. Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and external netwo...

Job description About Barclays Private Bank & Wealth Management As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world.The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal service...

You will be joining a fast-growing personal investment company dedicated to assisting individuals and families in achieving their financial objectives through personalized investment strategies. The company offers comprehensive financial planning services encompassing investment management, retirement planning, tax strategies, and estate planning. As a NISM-Series-V-A: Mutual Fund Distribators Certification Examination qualified candidate, your primary responsibility will be to distribute mutual funds, engage with clients, assist in client acquisition, plan investments, review portfolios regularly, and manage operational tasks. Your role as a mutual fund distributor will be pivotal in overse...

Responsibilities: * Prepare financial reports & manage risks * Oversee investment strategies & cost control measures * Ensure audit compliance & cash flow optimization

Mantras2success Consultants is seeking a highly skilled and strategic Sr. Manager - Finance with specific experience in the Cafe/Restaurant sector . This pivotal role involves overseeing all financial operations, from preparing statements and managing budgets to implementing financial strategies for profitability. The ideal candidate will lead the accounting team, ensure stringent compliance, and provide crucial financial insights to senior management. Key Responsibilities Financial Reporting & Planning : Oversee the preparation of financial statements, budgets, and forecasts . Compliance & Regulation : Ensure strict compliance with accounting standards and financial regulations . Team Manag...

Management Level Senior Manager & Summary . Working on sustainability in deals at PwC, you will focus on providing consulting services related to integrating sustainability principles into mergers and acquisitions and private equity transactions (debt and equity) and corporate strategies. You will analyse environmental and social risk, assess client needs based on global frameworks, conduct impact assessments and develop comprehensive sustainability strategies for value creation, and offer guidance and support to help clients transition to sustainable and purposeled business models. You will leverage leverage experience in impact strategy and analysis, pre and post deal sustainability assess...

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. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data col...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

* Qualified CA with 15 plus years of Experience * 5 Plus years as a CF0 Preferred from Metal industry such as iron ore, coal, or silica. Expertise in compliance, legal, strategic finance, company valuation, investor relations, and equity management. Required Candidate profile Experience in managing investor relationships and equity dilution strategies Capability to work closely with promoters and external stakeholders for funding and valuation enhancement