285 Investment Strategies Jobs - Page 2

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

Job Profile: Relationship Manager Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Job Profile: Relationship Manager Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

We are seeking a Wealth Relationship Manager (RM) to join our team in India. The ideal candidate will have a strong background in wealth management and a passion for helping clients achieve their financial goals. You will be responsible for managing a portfolio of high-net-worth clients and providing personalized investment advice. Responsibilities Develop and manage a portfolio of high-net-worth clients. Provide personalized financial advice and investment strategies to clients. Conduct regular reviews of client portfolios and recommend adjustments as needed. Stay updated on market trends and investment opportunities. Build and maintain strong relationships with clients to ensure high levels of satisfaction and retention. Collaborate with other departments to deliver comprehensive financial services. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field. 3-8 years of experience in wealth management or financial advisory roles. Strong understanding of investment products and financial markets. Excellent communication and interpersonal skills. Proficiency in financial planning software and CRM systems. Ability to analyze financial data and market trends. Strong client relationship management skills.

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a crucial role in providing strategic direction and leadership for the Capital Markets and Wealth Management operations, ensuring alignment with the overall business objectives. Your responsibilities will include collaborating with executive leadership to develop and execute plans for optimizing wealth operations efficiency. You will articulate and tailor the value proposition based on client needs and Genpact's differentiation. Leveraging your in-depth knowledge of capital markets, you will drive innovative solutions and identify opportunities for business growth. Staying abreast of market trends, regulatory changes, and emerging technologies affecting the industry will be essential. Furthermore, you will lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement. You will harness digital tools and technologies to enhance trade operations, driving transformation by implementing automation and data analytics solutions. Collaboration for new deal processes, including solutioning, pricing, due diligence, transition, and stabilization, will be a key aspect of your role. Additionally, you will drive digital transformation initiatives within the wealth operations domain and serve as a senior partner concern point for resolving customer and internal issues. The qualifications we seek in you include proven experience in a leadership role within wealth management operations, a strong understanding of investment products and financial instruments, exposure to Global Plus Wealth Management Application, and a Bachelor's degree in finance, business administration, or a related field. You should have experience with areas of Wealth Operations such as Reconciliation, Global Trades, Domestic Trades, Asset Servicing, Asset Transition, and Statement Processing. Moreover, familiarity with financial regulations and compliance requirements relevant to wealth management operations, diverse investment strategies, wealth planning concepts, and implementing compliance frameworks within wealth management processes will be crucial. If you are a dynamic professional with the required qualifications and skills, we invite you to join us in shaping the future of wealth operations at Genpact. Job Details: - Designation: Assistant Vice President - Primary Location: India-Pune - Education Level: Bachelor's / Graduation / Equivalent - Job Posting Date: Sep 26, 2024, 8:27:15 AM - Unposting Date: Oct 26, 2024, 1:29:00 PM - Job Category: Full Time - Master Skills List: Operations,

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

You will be working as a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, a leading financial services company in the Indian market. Your primary responsibility will be to establish and maintain strong relationships with clients, understand their financial requirements, and offer suitable investment advice. This full-time role is based in Nagpur. Your daily tasks will include meeting with clients, recommending appropriate mutual funds and insurance products, addressing client inquiries, and preparing investment reports. It is essential to focus on ensuring customer satisfaction and meeting sales targets. To excel in this role, you should have experience working with Mutual Funds and Insurance products. Skills in Client Relationship Management, Customer Service, and Consultative Sales are crucial. Strong communication, interpersonal, and negotiation abilities are also required. Additionally, knowledge of Financial Markets, Investment Strategies, and Risk Management will be beneficial. A Bachelor's degree in Finance, Business Administration, or a related field is necessary. Holding a certification in Mutual Funds or Insurance will be an added advantage. Previous experience in a financial services role will be helpful in succeeding in this position.,

The ideal candidate will be responsible for overseeing all financial operations, including budgeting, forecasting, and financial planning. You will manage cash flow, investment, and capital structure strategies while ensuring compliance with accounting and financial reporting standards. Additionally, you will lead financial audits and coordinate with external auditors and consultants. In terms of operational leadership, you will manage non-core departments such as Human Resources, Legal, Accounts, and Admin. You will be tasked with developing and implementing operational policies and procedures to enhance efficiency and overseeing risk management and legal activities related to business operations. As a key aspect of this role, you will lead, motivate, and develop a high-performing finance and operations team. You will also be expected to promote a culture of high performance and continuous improvement within the team. You will be responsible for preparing and presenting financial and operational reports to the CEO and board members, ensuring that all business operations comply with legal and regulatory requirements. Furthermore, you will manage relationships with external stakeholders, including financial institutions, legal advisors, and regulatory bodies. The ideal candidate should have a proven track record of at least 4 years in financial management and operations, preferably in the IT or related sector. A Master's degree in Finance, Accounting, Business Administration, or a related field is required, with an MBA or CPA being highly preferred. Strong leadership skills, excellent communication, organizational, and analytical skills, as well as proficiency in financial software and systems, are essential for this role. The ability to work independently and as part of a collaborative team, along with strong analytical and problem-solving skills, will be crucial. Adaptability and a willingness to take on new challenges are also key traits we are looking for. In return, we offer office hours of 5 days a week with the first and third Saturday working, from 10:00 A.M to 7:30 P.M. You will be joining a small and friendly team culture with high exposure to learning in different domains. Other benefits include increments as per market standards, Provident Fund, Medical Insurance, and Leave Encashment. Requirements: - Proven 4+ years of experience in financial management and operations, preferably in the IT or related sector - Master's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA highly preferred - Strong leadership skills with the ability to manage multiple departments - Excellent communication, organizational, and analytical skills - Proficiency in financial software and systems - Ability to work independently and as part of a collaborative team - Strong analytical and problem-solving skills - Adaptability and willingness to take on new challenges Benefits: - Office Hours: 5 days a week with first and third Saturday working - Office Timing: 10:00 A.M to 7:30 P.M - Small and friendly Team Culture with high exposure to learning in different domains - Increment: As per market standards - Provident Fund - Medical Insurance - Leave Encashment,

As an Administrative Assistant at MFS (Modani Financial Services) in Jaipur, you will play a crucial role in supporting our team by ensuring smooth office operations and providing valuable assistance to clients in achieving their financial goals. Your background in investment/Equity Market will be instrumental in offering informed recommendations and guiding clients through effective portfolio strategies. Your key responsibilities will include overseeing day-to-day office operations such as buying and sale transactions, client onboarding, and reporting. You will also serve as the primary contact for clients, understanding their financial goals and providing investment advice on mutual fund schemes and other options. Additionally, you will assist clients with transactions, compile data for reports, and maintain strong client relationships by addressing their concerns and offering ongoing support. To excel in this role, you should hold a Bachelors or Masters degree in Finance, along with a minimum of 2 years of proven work experience in an administrative role within the financial services industry. Possession of certifications such as NISM-VA or CFP (Certified Financial Planner) will be advantageous. Candidates should have their own conveyance for transportation. Your success in this role will be supported by strong analytical skills, proficiency in financial analysis tools, excellent communication abilities, and in-depth knowledge of investment strategies and risk management practices. You should be able to work both independently and collaboratively within a team environment. In return, we offer a dynamic work environment that encourages professional growth, continuous learning opportunities in the field of finance, and a competitive salary and benefits package. If you are passionate about investment management and possess the necessary skills to thrive as an Administrative Assistant, we encourage you to apply by submitting your resume and cover letter to caadityamodani@gmail.com by 15th Oct2024. Salary Range: 17000-20000 Per Month,

Seeking a Fund Manager with 7+ yrs of experience in portfolio management, investment strategy, and risk analysis. Must have strong market knowledge and compliance understanding. CFA/MBA preferred. Apply now to lead our fund strategy. Sales incentives

Guide individuals in making informed financial decisions for long-term financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, 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, Qualifications & Skills: Strong knowledge of financial planning, investment strategies, and wealth management, Excellent 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, Bachelors degree in finance, economics, or a related field (MBA-Finance preferred) CFP certification is a plus, 4-5 years of experience in financial advisory or related fields, This role is perfect for a go-getter who is ambitious, confident, and eager to make a real impact in the world of financial wellness If youre ready to inspire, educate, and lead, join us at Finnovate! Benefits on being a part of Finnovate: Health Insurance: Coverage including options for dependents, Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay, Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave, Professional Development: Opportunities for training, workshops, conferences to support employees' career growth, Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions, Company Events and Celebrations: Company outings, team-building activities for bonding between team members Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure, Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company

You will be joining a fast-growing startup that focuses on advanced battery technology, with backing from leading investors. Our team is dedicated to developing next-generation, high-performance batteries through a combination of cutting-edge hardware, deep innovation, and smart engineering. In this role, you will be responsible for developing and executing financial strategies aligned with the company's growth objectives. You will lead financial planning & analysis (FP&A) to support strategic decision-making, oversee budgeting, forecasting, and financial performance tracking, as well as manage cash flow, working capital, and investment strategies to optimize financial health. Additionally, you will 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. You will also 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. As part of our team, you will implement financial technology solutions (ERP, financial modeling tools) to streamline operations, drive automation and efficiency in financial reporting and compliance, 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. To qualify for this role, you should hold a Chartered Accountant (CA) or MBA in Finance, have 4 to 6 years of experience in financial leadership roles such as Sr. Finance Manager or Finance Controller, possess strong expertise in financial modeling and investor relations, have 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), and excellent communication and leadership skills. Candidates from Big 6 firms who have audited small to mid-sized manufacturing companies, or those with experience in product-based startups, will be preferred.,

Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensure 100% retention on renewals and also ensure addition of new high net worth clientele Responsible to develop distribution network for the region and drive sales. Increase penetration in retail market thereby increase in market share. Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Effectively engage Operations & Risk teams to understand and contribute to overall processes & profitability across locations . Identifying the need of sales training, analyzing changing market trends, channel development etc. Also giving feedback & suggestions to the senior management Achieving & exceeding Business goals.

Quantitative Analyst, Media Data Service Job Description The Group: Morningstars Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role: In this dynamic, external-facing role, you will present Morningstar’s research, data, and products to external journalists and reporters, with a primary focus on leading financial media outlets. You will collaborate closely with the European Corporate Communications team to respond to media inquiries with timely, data-driven insights. Additionally, you will be responsible for producing original investment research that informs and empowers investors. This role is instrumental in enhancing Morningstar’s public profile and building lasting relationships with top-tier financial media. Location: Mumbai (Platinum Techno Park) Working Hours: UK Shift Responsibilities: Collaborate closely with Morningstar’s Corporate Communications, Fund Research and Equity Research teams to respond to media requests with timely, data-driven analysis. Accurately represent the work of the quantitative research team to both internal stakeholders and external clients. Develop deep expertise in key investment topics including equities, fixed income, mutual funds, and ETFs as well as Morningstar’s proprietary methodologies and data sets. Build and maintain Jupyter notebooks and Excel-based calculation templates to streamline and automate repetitive analytical tasks. Maintain comprehensive documentation of the procedures used to resolve media requests. Requirements: Bachelor’s degree in financial discipline Progress towards CFA Level I preferred 3–5 years of experience in data journalism, investment research, or quantitative roles ideally with a focus on media or client-facing communication Excellent written and verbal communication skills Advanced proficiency in Microsoft Excel, including macros and VBA Experience coding in SQL and Python Strong organizational skills with the ability to manage multiple projects simultaneously under tight deadlines High attention to detail and accuracy in data analysis and reporting in Excel Ability to work both independently and collaboratively with minimal supervision Good to have: Familiarity with Morningstar products, experience with European or Asian markets and understanding of ESG investing Morningstar is an equal opportunity employer

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 financial management and investment strategies, and maintaining up-to-date financial records for clients. Collaboration with clients to understand their financial goals and deliver tailored solutions will also be part of your role. To excel in this position, you must hold a Chartered Accountant designation with a valid COP, possess at least 5 years of experience in accounting, auditing, taxation, and financial advisory services, demonstrate a strong understanding of accounting principles, taxation laws, and financial regulations, and exhibit excellent analytical and problem-solving skills. Effective communication, teamwork, and proficiency in relevant accounting software and Microsoft Office suite are also essential. This is a full-time, permanent position with benefits including leave encashment and paid time off. If you are interested in this opportunity, please contact us directly at +91-9311882452 or via email at sandeep@jrcompliance.com. Immediate joiners are preferred. We look forward to welcoming you to our team and leveraging your expertise to drive financial success and compliance for our clients.,

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, recommend improvements, and educate partners about the product portfolio and complimentary services offered. Addressing partner-related issues, sales conflicts, and pricing issues in a timely manner will also be a part of your duties. You will manage the sales pipeline, forecast monthly sales, and identify new business opportunities. Building positive working relationships with partners to grow the business and stay current with the latest developments in the marketplace and competitor activities will be crucial. You will work with partners to develop sales proposals, quotations, and pricing. Additionally, you will deliver customer presentations, attend sales meetings, and partner conferences. Your role will also involve coordinating with the CRM department to ensure that all customer queries are forwarded to them promptly for resolution. You will be responsible for submitting MIS reports to the management. Responding to client criticism and comments positively and assisting the manager in tasks such as recruiting, training, and developing a business plan will also be part of your responsibilities. The preferred candidate profile includes proven experience in real estate sales, particularly in catering to HNI clients. A strong understanding of real estate market dynamics, property valuation, and investment strategies is essential. Excellent communication and interpersonal skills are required, with the ability to build rapport with a diverse clientele. Perks and benefits will be provided as per industry norms.,

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 knowledge of investment strategies and financial planning, and excellent communication and relationship management skills. This is a full-time position suitable for both experienced professionals and freshers. The work location is in person at Sector 9D, SCO 14-15, Top Floor, Chandigarh. The working hours are Monday to Friday from 08:50 AM to 05:30 PM and Saturday from 10:00 AM to 02:00 PM with the 4th Saturday off. Benefits include cell phone reimbursement and a performance bonus. The schedule is a fixed day shift from Monday to Friday.,

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 customer needs. You will also collaborate with research teams and investment analysts to identify and implement asset allocation strategies, maintain knowledge of financial markets, economic trends, and investment products, advise customers on wealth services such as estate planning, tax optimization, and retirement planning, ensure regulatory compliance, and prepare detailed portfolio reports and investment proposals. To qualify for this role, you should have a Bachelor's degree in B.com/Finance, along with a minimum of 6 months to 2 years of experience in wealth management or private banking, demonstrating proven portfolio management skills. Relevant certifications such as NISM series and Stock markets are preferred. You should possess strong analytical, interpersonal, and communication skills, proficiency with portfolio management tools, financial planning software, and CRM platforms, and the ability to manage the complex financial needs of customers. Additionally, you should have a deep understanding of investment strategies and asset classes (equities, fixed income, alternatives, etc.), strong client relationship management and consultative selling skills, attention to detail with strong ethical standards and discretion, and be proactive, self-motivated, and results-oriented. This position requires immediate joiners only from Pune location. If you meet the qualifications and are interested in this opportunity, please drop your CV at shivangi08052025@gmail.com.,

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 for the long term. Specific Responsibilities: Oversee and manage Pune-based coordinators, ensuring effective team operations and providing training as needed. Provide coverage and backfill for team members during absences to maintain seamless operations. Manage active meeting and travel calendars, including scheduling meetings with internal staff and external contacts. Arrange business travel and handle day-to-day calendar changes. Manage incoming resource requests promptly, ensuring accuracy with meeting counts as a top priority. Assist with projects such as the preparation of presentation materials. As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility. Navigate the firm effectively and efficiently by interfacing with various departments on behalf of leadership to collect information, respond to requests, and coordinate meetings. Job Qualifications: We are interested in candidates with the following attributes: Experienced planner with a demonstrated ability to respond effectively and efficiently, manage complex calendars and projects while exuding composure, energy, and a good sense of humor. Strong leadership skills to oversee and train a team of coordinators. Collaborates well with others and has good interpersonal skills for coordination with senior people inside and outside the firm. Good organization skills, an eye for detail, the ability to meet tight deadlines, skill to juggle multiple projects, and flexibility to re-prioritize when needed. Minimum of 5 years of experience managing calendars effectively for multiple directors. Strong understanding of all office technology and advanced knowledge of Microsoft Office products, particularly Outlook, OneNote, Excel, PowerPoint, and Word. College Degree. Effective oral and written communication skills. Ability to use good judgment regarding administrative issues. Ability to maintain poise, presence, and professionalism and exhibit solid judgment. Communicate effectively and professionally with leadership, act as liaison with clients and their assistants. Self-starter with excellent anticipation skills. Department Description 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 draw on AB s deep research expertise across asset classes and geographies. Pune, India

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 draw on AB s deep research expertise across asset classes and geographies. Our clients are located around the globe , and we have offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Connecticut, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach. What Youll Do: Schedule short-term and long-term project plans for multiple projects. Stay on top of deadlines, initiate projects, direct timelines and vendor resources, accordingly, monitor and manage capacity. Coordinate with cross-functional teams to execute campaigns effectively. Traffic managing print and digital collateral, from briefing to delivery and distribution, to guarantee that all projects are delivered on-time and on-brand Manage multiple, concurrent projects for on time and in scope delivery. Serve as the primary point of contact for all project-related communications. Facilitate regular updates and meetings with stakeholders, including marketing teams, creative departments, and external vendors, to ensure alignment and address any issues promptly. Manage email and hard copy distribution for internal and external communications Maintaining marketing materials to all internal and external web sites Supervision of PM email box Website publishing, posting and execution Conduct market research to inform project planning and execution. Analyze industry trends, competitor activities, and customer insights to guide marketing strategies and ensure projects are relevant and impactful. What We re Looking For: The ideal candidate should have: 3-5 years of marketing experience in a corporate or professional setting. Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment. Outstanding verbal and written communication skills. Strong time management and organizational skills. Individuals who are client focused and have a high attention to detail. Accomplished team players who thrive in a rigorous and challenging environment. Who We Are We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that its our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If youre ready to challenge your limits and empower your career, join us! Pune, India

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.