620 Investment Strategies Jobs - Page 16

Define and execute financial strategy aligned with long-term goals. Lead capital structuring, fundraising, investor relations. Oversee compliance, audits. Partner with CEO/board, drive team, control costs, manage risk. Required Candidate profile CA required. 15+ yrs in finance, 5+ as CFO (max 2 roles in 5 yrs). Prefer mining/metal exp. Strong in compliance, valuation, IR, budgeting, risk, and scaling ops beyond 1000 Cr. Strategic leader.

Personal Attributes Strong financial acumen with a deep understanding of real estate business dynamicssales, execution, cash flow, and capital structuring Proven experience in investor relations, financial planning, and strategic communications High integrity and discretion in handling sensitive financial and operational data Structured, analytical, and highly detail-oriented with a proactive approach to problem-solving Skilled in presenting complex information through compelling narratives and visuals Comfortable working in high-pressure environments with tight deadlines Strong cross-functional coordination and stakeholder management skills Key Responsibilities Annual Business Planning & Fi...

Minimum of 10–12 years of experience in accounting, finance, or a related field, with at least 5 years of experience in a senior financial management role, with a proven track record as a CFO or in a similar leadership position.

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became Indias fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the ...

As a Client Relationship Executive at Jainam Broking Limited, located in Bhavnagar, your primary responsibility will be to build and maintain long-term relationships with clients. You will focus on ensuring high levels of client satisfaction and retention by understanding their financial needs, risk tolerance, and investment goals. By recommending suitable stock market products and services, you will play a crucial role in providing financial advisory to clients. In addition to client relationship management, you will also be responsible for addressing client queries and resolving issues through various communication channels such as phone, email, or chat. You will assist clients in opening ...

The role of Equity Dealer at JADEPURPLE INVESTRIGHT PVT LTD in Guwahati is a full-time on-site position where you will be responsible for executing trades on behalf of clients, managing client portfolios, and providing market insights and investment advice. Your duties will also include monitoring market trends, responding to client inquiries, and ensuring compliance with regulatory requirements. To excel in this role, you should possess knowledge of stock markets, trading platforms, and financial instruments. You must also demonstrate skills in portfolio management and investment strategies, along with strong analytical and research abilities. Excellent communication and interpersonal skill...

We seek a qualified and passionate individual to lead our Investment Advisory Division. The candidate must comply with SEBI s Principal Officer requirements for Investment Advisors (IA), possess strong equity research and portfolio management expertise, and have prior experience in establishing or managing an IA vertical. The role is based in Pune. KNOW MORE APPLY NOW Position: Senior Manager- Investment Advisory Division Company: DSIJ Pvt Ltd. DSIJ Pvt. Ltd. is India s leading equity research house and publishes the No 1 investment magazine, Dalal Street Investment Journal . With over four decades of expertise in equity markets, DSIJ offers in-depth research reports, stock recommendations, ...

As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role will involve leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. You will develop and implement the overall equity investment strategy, identify market trends, new investment opportunities, and risk management strategies. It will be crucial for you to ensure alignment with the organization's financial goals and objectives. In terms of portfolio and investment management, you will oversee equity trading and portfolio management for clients and the...

You will be a Salesperson for CORACLE Capital Consulting & Corporate Services Pvt. Ltd., a leading player in the NBFC sector. Your role will be based in Samastipur and will involve identifying and acquiring new clients, understanding their financial requirements, and offering suitable financial solutions. Your daily responsibilities will include contacting potential clients, delivering sales presentations, negotiating contracts, and maintaining relationships with existing clients to ensure their satisfaction and foster repeat business. You will actively participate in developing and executing sales strategies to meet targets and drive business growth. To excel in this role, you should posses...

Job Description In this role, you will: Participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management; identify opportunities for process improvement within scope of responsibilities Review, analyze, and evaluate borrower financial data for basic high-net-worth client loans that require research, evaluation, and selection of alternatives to determine credit worthiness; exercise independent judgement to monitor existing portfolio and identify medium risk issues Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise of Wealth Underwriting functional area...

The Finance and Compliance Officer at Nayanta University, reporting to the Chief Operating Officer, will play a crucial role in establishing and leading the financial strategy to ensure financial sustainability, compliance, and operational efficiency in support of Nayanta University's mission. As the Finance and Compliance Officer, you will be responsible for overseeing various key areas including financial leadership and strategy, compliance and governance, operations and systems, donor and grant management, as well as team leadership. In terms of financial leadership and strategy, you will lead the development and execution of long-term financial strategies aligned with Nayanta's mission a...

1. Oversee daily cash flow, liquidity, and working capital management to facilitate informed and strategic investment decisions. 2. Manage investments in both marketable and non-marketable securities in strict accordance with the organizations Treasury policy. 3. Prepare and present monthly and quarterly functional reviews, including Management Information System (MIS) reports, covering investments, working capital, and other banking operations. 4. Monitor various financial limits, ensure compliance with internal controls as defined by Treasury policies, and maintain adherence to all relevant regulatory requirements. 5. Conduct comprehensive research and analysis of debt and financial market...

1. Oversee daily cash flow, liquidity, and working capital management to facilitate informed and strategic investment decisions. 2. Manage investments in both marketable and non-marketable securities in strict accordance with the organizations Treasury policy. 3. Prepare and present monthly and quarterly functional reviews, including Management Information System (MIS) reports, covering investments, working capital, and other banking operations. 4. Monitor various financial limits, ensure compliance with internal controls as defined by Treasury policies, and maintain adherence to all relevant regulatory requirements. 5. Conduct comprehensive research and analysis of debt and financial market...

As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will be responsible for leading quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Demonstrating subject matter expertise in leading the manager research vertical, you will play a crucial role in the investment decision-making and manager-selection processes. Your tasks will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Upon receiving data from the investment manager, you will be in charge of formatting and inputting it into a company rese...

As a skilled Equity Research Analyst with expertise in fundamental and technical analysis, you will be joining our growing team in Noida. Your strong finance background, MBA qualification, and at least CFA Level 1 certification will be valuable assets in this role. Your primary responsibilities will include analyzing market trends, evaluating stocks, and providing actionable insights to support investment strategies. An immediate joiner is preferred for this position. You will conduct fundamental analysis of companies by evaluating financial statements, ratios, and company performance. Additionally, you will perform technical analysis on stocks using charts, indicators, and market trends to ...

You will play a key role in contributing to achieving the financial targets and business composition goals of the organization. Your primary focus will be on achieving a return on investment (ROI) that exceeds the benchmark index for the portfolio, while also managing acceptable risk levels effectively. As part of your responsibilities, you will be guiding Wealth Managers on the latest products to enhance their sales pitches, thus helping them to better serve clients and drive business growth. Additionally, you will actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies. Your role will also involve propos...

Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes, then this role is for you! 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 plan...

As an Investment & Real Estate Research Analyst at our company, you will be responsible for conducting detailed research in both stock markets (equities, F&O) and the real estate sector. Your key role will involve providing valuable insights to support investment strategies in these domains. In the realm of stock market research, you will be expected to perform technical and fundamental analysis of equity and F&O markets. Your tasks will include monitoring market trends, economic indicators, and global events that influence financial markets. Additionally, you will need to generate trade recommendations and investment reports based on technical patterns and data analysis, while staying abrea...

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, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ens...

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

Urgent Requirement - Project Coordinator - Strategy (LID) Experience - 10 to 15 years Location - Sion (Mumbai) Qualification BE (Civil) + MBA (Finance) / B. Arch + MBA (Finance) Industry - Construction / Real Estate. Company Profile www.lidinfra.com Job Description 1. Understanding of the Project Life Cycle based on relevant feasibility, approvals & required due diligence at every key Milestone right through Initiation, Sustenance & Exit. Initiation ------ Sustenance ----- Exit 2. Coordinate with the internal as well as External Stakeholder to ensure that the Project are executed as per desired goals in line with Company Objective. 3. Overseeing investor due diligence processes & securing th...

Urgent Requirement - Project Coordinator - Strategy (LID) Experience - 10 to 15 years Location - Gujarat Qualification BE (Civil) + MBA (Finance) / B. Arch + MBA (Finance) Industry - Construction / Real Estate. Company Profile www.lidinfra.com Job Description 1. Understanding of the Project Life Cycle based on relevant feasibility, approvals & required due diligence at every key Milestone right through Initiation, Sustenance & Exit. Initiation ------ Sustenance ----- Exit 2. Coordinate with the internal as well as External Stakeholder to ensure that the Project are executed as per desired goals in line with Company Objective. 3. Overseeing investor due diligence processes & securing the nece...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment ...

Seeking an expert in Equity Fundraising, Stake Sales, IPO Processes & Stock Exchange Regulations. Must lead end-to-end IPO execution, ensure compliance with SEBI/SEC, manage due diligence, filings, and investor relations. Provident fund

The role of an Investor at our company is a full-time position based in Mavelikkara with the option for some work from home flexibility. As an Investor, your primary responsibilities will revolve around evaluating investment opportunities, conducting thorough financial analysis, and effectively managing investment portfolios. Additionally, you will play a crucial role in market research, assessing risks, and formulating investment strategies. Cultivating and nurturing relationships with stakeholders and partners will be a significant aspect of this role. The ideal candidate for this position should possess strong financial analysis skills and expertise in evaluating potential investments. A ...