620 Investment Strategies Jobs - Page 20

We are currently hiring for one of the large PMS and Wealth Management Companies spread across India and having an Assets under advise of over 1 L crores. Role Description This is a full-time on-site role for a Vice President - Investment Risk (Wealth / PMS) located in Mumbai. The person will be responsible for a) Identification of Risk and Implementation of Controls for Circulars issued by Regulators (RBI, SEBI, Exchanges) and Compliance to Internal policies and Global Standards. b) Ensuring that the company is conducting its business in full compliance with all laws and regulations that pertain to industry, as well as professional standards, accepted business practices, and internal standa...

Position Overview We are seeking a dynamic Investor Relations Manager to join our leadership team and drive strategic communication with our investor community. This role is critical in maintaining transparent, effective relationships with existing investors while supporting public market investors and corporate development activities. Key Responsibilities Investor Communication & Reporting Develop and maintain comprehensive investor communication strategies Prepare quarterly and annual investor reports, presentations, and financial updates Coordinate and facilitate investor calls, board meetings, and annual general meetings Create investor pitch decks and due diligence materials Manage inve...

": " About WPP Media WPP is the creative transformation company. We use the power of creativity to build better futures for our people, planet, clients and communities. For more information, visit wpp.com. WPP Media is WPPs global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. For more information, visit wppmedia.com At WPP Media, we believe in the power of our culture and our people. Its what elevates us to deliver exceptional experiences for both our clients and each other. In this role it will be critical to embrace WPP & WPP Medias shared core values: Be Extr...

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Who we are With over $1. 44 trillion of assets under management, Invesco is one of the world s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 coun...

Title:wealth managerSummary:We are seeking a dynamic and experienced Wealth Manager to join our team in Mumbai Suburban The ideal candidate will have a minimum of 2 years of experience in wealth management, financial planning, or a related field As a Wealth Manager, you will be responsible for providing comprehensive financial advice and investment strategies to high-net-worth clients You will work closely with clients to understand their financial goals, develop customized investment plans, and monitor their portfolios to ensure optimal performance The role requires a deep understanding of financial markets, investment products, and regulatory requirements You will also be expected to stay ...

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the ...

About Antier Solutions Antier Solutions is a leading blockchain consulting and investment firm that drives Web3, DeFi, and tokenization innovations . As we scale our investment strategies and fundraising initiatives , we are seeking a VP of Web3 Investments & Deal Structuring to lead high-value fundraising deals, tokenomics design, and strategic investor negotiations . This is a high-impact leadership role , ideal for an expert in structured finance, tokenomics, and investment negotiations with deep experience in venture capital, investment banking, or token fundraising . Overview As the VP of Web3 Investments & Deal Structuring , you will: ? Structure and execute Web3 fundraising deals (equ...

Description The Trainee - CFO position offers a unique opportunity to gain hands-on experience in financial management and strategy under the mentorship of the Chief Financial Officer. You will play a key role in supporting various financial operations and analyses within the organization. Responsibilities Assist in financial planning and analysis activities Support the CFO in budgeting and forecasting processes Prepare financial reports and presentations for management Conduct research and analysis on financial performance and trends Participate in audits and ensure compliance with financial regulations Collaborate with different departments to gather financial data Help in identifying area...

Role & responsibilities An equity fundraise analyst supports the fundraising process for a company, focusing on equity investments. They analyze financial data, conduct market research, and prepare materials to attract investors. They also assist in due diligence, negotiations, and the closing of deals. Financial Analysis & Modeling: Analyze financial statements (income statements, balance sheets, cash flow statements) to assess company performance and financial health. Develop and maintain financial models, including three-way models (P&L, cash flow, balance sheet), to support investment decisions. Conduct valuation analysis and prepare materials for investor pitches. Market Research & Due ...

Not Applicable Specialism Deals & 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/Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Manager Investments Manager Research Private Markets Mercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role will be responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quanti...

In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve. This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class...

Drive Financial Stability as Our Treasury Manager! Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the company's liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities: Manage c...

We are seeking a skilled Treasury Manager to oversee our organization's cash flow, investment portfolio, and financial risk. You'll play a critical role in optimizing liquidity, maintaining financial stability, and leading treasury operations for long-term success. Responsibilities Manage cash flow and ensure liquidity for operational efficiency Oversee banking relationships, transactions, and risk mitigation strategies Develop and implement cash management plans to optimize working capital Prepare both short-term and long-term financial forecasts Ensure compliance with internal treasury policies and financial regulations Key Skills & Experience Proven experience in treasury management or fi...

Manage cash flow and liquidity to ensure operational efficiency. Oversee banking relationships, financial transactions, and risk management strategies. Develop and implement cash management strategies to optimize working capital. Prepare short-term and long-term financial forecasts. Ensure compliance with treasury policies and regulations. Key Skills & Experience: . Proven experience in treasury management or finance roles. Strong understanding of cash management, investment strategies, and financial risk. Proficiency in treasury management systems and financial software. Excellent problem-solving, analytical, and communication skills.

We are looking for a highly skilled and experienced professional to join our team as a Manager - Advisory - Wealth in Mumbai. The ideal candidate will have 11-14 years of experience in the field. Roles and Responsibility Advise retail customers on optimal allocation of savings across basic asset classes to meet their investment objectives. Develop, present, and record financial planning, investment reports, and advisory recommendations for individuals and families. Maintain ongoing client relations through timely communications and integrity in all actions. Document client information in Customer Relationship Manager (CRM) and manage a to-do list. Collaborate with the team to monitor portfol...

Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients Acquire the clients having AUM => INR 10 M Portfolio review of clients & Cross Sell Resolve customer queries TAT Required Candidate profile 6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking Graduate with MBA Rich exp. of financial planning & wealth mgmt. AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF HNI Sales exp. with own clientele In Depth sales exp. in Trading, Client Acquisition & revenue generation Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile Must be graduate / MBA Excellent Communications and interparental skills Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF HNI Sales exp. with own clientele In Depth sales exp. in Trading, Client Acquisition & revenue generation Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile Must be graduate / MBA Excellent Communications and interparental skills Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

Role & responsibilities Business Analysis & Strategic Planning Conduct comprehensive business analysis and develop strategic initiatives to drive organizational growth 2. Financial Management & Investor Relations Oversee financial control functions and prepare accurate investor reports and presentations 3. Cross-functional Coordination & Communication Facilitate effective coordination across all departments and deliver impactful presentations to stakeholders 4. Performance Monitoring & Reporting Track strategic initiative implementation and provide regular business performance updates to management and investors Preferred candidate profile Chartered Accountant NBFC experience

Job Description Key Responsibilities: 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 plans for better results Represent Finnovate at conferences, meetings, and industry events to promote financial education Qualifications & Skills Bachelors degre...

Seeking male Telugu-speaking CA with listed manufacturing firm background, plant & corporate exposure, 800+cr turnover, team lead (20+), skilled in F&A, audit, M&A, fundraising, IPO, board matters, and compliance Age: 45–50 yrs Required Candidate profile CA with 18–20 yrs in manufacturing preferred. Hiring dynamic CFO to lead strategy, planning, and growth. Must excel in budgeting, forecasting, corporate finance, and handling complex challenges.

Drive Financial Stability as Our Treasury Manager!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the companys liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities:. Manage ...

Drive Financial Stability as Our Treasury Manager!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the companys liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities:. Manage ...

Drive Financial Stability as Our Treasury Manager!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking a Treasury Manager to manage cash flow, investments, and financial risk for the organization. You will be responsible for optimizing the companys liquidity, ensuring financial stability, and overseeing treasury operations. Key Responsibilities:. Manage ...