620 Investment Strategies Jobs - Page 25

We are looking for a skilled professional to fill the role of AVP (Investment Banking) at Cretum Advisory, with 5-10 years of experience in the field. Roles and Responsibility Manage and execute investment banking projects from initiation to completion. Develop and maintain strong relationships with clients and stakeholders. Conduct market research and analyze industry trends to identify new business opportunities. Collaborate with cross-functional teams to achieve business objectives. Provide expert advice on investment strategies and portfolio management. Identify and mitigate potential risks and issues impacting project success. Job Requirements Strong understanding of financial markets a...

Role & responsibilities Portfolio Management: Manage investment funds allocated to or within the chemical sector. Diversify investments across sub-segments such as petrochemicals, specialty chemicals, agrochemicals, and industrial gases. Market Analysis: Conduct in-depth analysis of chemical industry trends, raw material pricing, energy costs, regulatory impacts, and global supply chain developments. Monitor macroeconomic indicators affecting the chemical sector. Financial Modelling & Valuation: Build financial models to evaluate ROI, IRR, NPV of potential investments. Conduct company valuations and risk-return analysis for listed and unlisted chemical firms. Due Diligence: Conduct technical...

About the job: We are seeking a seasoned Relationship Manager with strong expertise in the stock market and derivatives segment. Were looking for a candidate who can confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth. Location: Sikanderpur,Gurgaon | Full-time | Experience: 6 Months - 2 Years Key Responsibilities: The role involves managing a portfolio of clients, offering tailored investment advice, and promoting equity and derivative products. You will be responsible for understanding client needs, recommending suitable trading and investment strategies, and ensuring high levels of client satisfaction. Staying updated on market mo...

Role & responsibilities This role will involve supporting the Asset Allocation and Investment Solutions team in its drive to generate and deliver asset allocation advice for client portfolios globally. The successful candidate will have strong programming and quantitative analysis skills, ability to work with large datasets and basic investment knowledge. There is also a need to be able to communicate with broad project stakeholders. Data management and process development programming support for the asset allocation and investment solutions team. Develop tools that allow investment advisors to see the impact of asset allocation under different market environments and tax treatments. Run and...

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. ...

We are seeking a candidate who can assist in evaluating investments, managing reporting, and coordinating with external advisors and managers with diversified portfolio of investments across asset public markets, private equity, real estate. Required Candidate profile • Prior exposure to family office operations or ultra-HNI wealth advisory is a strong plus. • Ability to work independently while also collaborating with legal, tax, and investment professionals.

This opportunity is with leading Asset Management Company in Churchgate- Mumbai Qualification : - B.E/ B.Tech from Top Tier IT Institute + CFA ( L1/ L2) is must Experience - Freshers/ Interns/ 6 months Roles & Responsibilities :- Assessing business and asset valuations Calculating risks and opportunities for potential and current clients Monitoring market trends and investment portfolios Analyzing previous investment decisions and generating key takeaways Conducting meetings with clients and management throughout the year Implementing a fund's investment strategy and managing its trading activities Overseeing mutual funds or pensions, managing analysts, conducting research, and making import...

Job Summary: We are seeking an experienced Fund Manager AIF to lead our operations. The ideal candidate should have minimum 5 years of experience and a strong background in fund management, private equity, or broking, with experience in managing portfolios and making strategic investment decisions. This role is an excellent opportunity for sub-brokers, brokers, or professionals who have wound up their business and are looking for a leadership role in fund management. Key Responsibilities: • Oversee and manage the investment strategies and execution for the AIF. • Develop and implement investment strategies based on market trends, risk assessment, and client objectives. • Conduct in-depth res...

Define and execute financial strategy aligned with long-term goals. Lead capital structuring, fundraising, investor relations. 15+ yrs in finance, 5+ as CFO Salary:based on current ctc. Required Candidate profile Oversee compliance, audits. Partner with CEO/board, drive team, control costs, manage risk. Strong in compliance, valuation, IR, budgeting, risk, and scaling ops beyond 1000 Cr. Strategic leader.

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.

Arhamwealth - Online Stock Trading and Investing Platform for India | Fast & Secure Paperless KYC | Arham Wealth Management pvt. ltd. Majura Gate, Surat, Gujarat 1 - 5 Years No. of Vacancy We are looking for a Portfolio Management Services (PMS) Sales Head who will be responsible for acquiring and managing high-net-worth clients, marketing PMS offerings, and driving the growth of assets under management (AUM). The role requires excellent client relationship skills, deep knowledge of investment products, and the ability to communicate the value of PMS solutions to prospective clients. Key responsibilities: Identify and develop new business opportunities by acquiring high-net-worth individuals...

Fundamental Equity Analyst Investment Research - TB | Bengaluru / Mumbai, India True Beacon is looking to hire a fundamental equity analyst who will be part of the investments research team. Below are the details about the role and the application process: Key Roles & Responsibilities: Researching Investment Opportunities: Conducting thorough research (primary and secondary) on the Indian equity markets Financial Modelling: Developing and refining financial models Market Monitoring: Tracking economic trends and industry developments Reporting and Presentations: Crafting comprehensive research reports and presentations Qualifications: Must-have: Bachelor s Degree in engineering Cleared all th...

We are seeking an LLM Engineer to join our team. The successful candidate will play a critical role in developing, optimizing, and deploying advanced machine learning models, particularly focused on natural language processing (NLP) using large language models (LLMs). The role offers a unique opportunity to work on cutting-edge technologies and algorithms that directly impact our investment strategies. Responsibilities Design, implement, and fine-tune systems incorporating large language models (LLMs) and other advanced artificial intelligence techniques for a variety of applications, including sentiment analysis, news aggregation, market predictions and data cleaning Work with vast datasets...

You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team. As a Due Diligence Analyst in our Operational Due Diligence Team, you will spend each day defining, refining, and delivering set goals for our firm. Job responsibilities Assist in operational due diligence engagements on long only managers on JPM Wealth Management platform Set-up and disseminating operationally focused questionnaires across a range of investment strategies and products, and conducting annual due diligence on fund managers and investment strategies Prepare for and participate in operational due diligence meetings with third party investment ...

1) Product costing and controlling activities 2) Profitability Analysis 3) Monthly Management Reporting activities. 4) Calculation and analysis of Cost enquiries for Customer projects (for new acquisition) 5) Handling of Make or Buy decision projects, outsourcing projects etc. 6) Investment Appraisal for New Investment Strategies. 7) Working with CFT and should have problem solving attitude. 8) Review and presentation of business cases with Management 9) Coordination with IPN Network.

Senior Financial Advisor role focusing on high-net-worth clients and complex financial planning strategies. Key Responsibilities Lead complex financial planning initiatives for high-net-worth clients Mentor junior advisors and contribute to team development Develop sophisticated investment strategies and portfolio management Build and maintain long-term client relationships Stay current with advanced financial planning techniques and regulations Requirements Bachelors degree in Finance or related field CFP or CFA certification required 5+ years of financial advisory experience Proven track record with high-net-worth clients Application Details Click Apply button fill the Form with details an...

The successful candidate will be responsible for conducting in-depth research and analysis to support investment decisions, monitoring market trends, and providing actionable recommendations to enhance portfolio performance. Key Responsibilities Analyze economic trends, industry developments, and market conditions to identify investment opportunities and risks. Develop and maintain financial models to forecast company performance and assess the value of investments. Assist in the creation and optimization of investment portfolios based on risk tolerance, objectives, and market conditions. Monitor and evaluate the performance of investments and provide regular reports on portfolio returns and...

Job Overview: Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading. Key Responsibilities: Client Acquisition Business Development: Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs. Promote and sell large portfolios, including ou...

Solid understanding of Financial Markets Research and Analyze Investment strategies Review client portfolios Excellent in Cashflow Modelling Develop Financial Planning Strategies Conduct Risk Analysis and Insurance Planning Create Retirement Planning Strategies Investment Planning Tax Planning Estate Planning Employee Benefits Professional Competency: - Be Passionate about Financial Planning and Wealth Management. Have a strong Analytical background. Ability to work directly with Client. Ability to work with International Teams in a fast-paced environment. Track individual progress and provide support to new resources. Be a Solid Team Player and a Global Player. Must have excellent communica...

Solid understanding of Financial Markets Research and Analyze Investment strategies Review client portfolios Excellent in Cashflow Modelling Develop Financial Planning Strategies Conduct Risk Analysis and Insurance Planning Create Retirement Planning Strategies Investment Planning Tax Planning Estate Planning Employee Benefits Professional Competency: - Be Passionate about Financial Planning and Wealth Management. Have a strong Analytical background. Ability to work directly with Client. Ability to work with International Teams in a fast-paced environment. Track individual progress and provide support to new resources. Be a Solid Team Player and a Global Player. Must have excellent communica...