612 Investment Strategies Jobs - Page 3

As a Vice President of Investment at our company based in Chennai, you will play a crucial role in overseeing investment strategies, managing investment portfolios, conducting due diligence, and offering expert financial advice. Your responsibilities will include analyzing market trends, evaluating potential investment opportunities, and ensuring compliance with regulatory requirements. Collaboration with other departments to develop and implement financial strategies that contribute to the company's growth will also be a key aspect of your role. Key Responsibilities: - Oversee investment strategies and manage investment portfolios - Conduct due diligence and evaluate investment opportunitie...

As a Fund Manager in the Banking, Broking, NBFC, or Family office industry with an MBA/Post Graduate qualification and 15-23 years of experience, your role will involve managing and overseeing equity funds. You will be responsible for conducting in-depth market research and analysis, developing investment strategies, and managing portfolios to achieve financial goals aligned with the funds" objectives. Your responsibilities will include risk assessment, asset allocation, performance tracking, and close collaboration with analysts and other investment professionals. Key Responsibilities: - Portfolio Management: Develop and implement investment strategies for fund portfolios. Monitor and adjus...

As a Senior Investment Manager at Uniswap Labs, your role will involve managing investment portfolios, developing and implementing investment strategies, analyzing financial data, and making recommendations to optimize investment returns. You will be responsible for overseeing investment management processes and continuously monitoring market trends to identify potential investment opportunities. Key Responsibilities: - Manage investment portfolios effectively - Develop and implement investment strategies - Analyze financial data to make informed decisions - Optimize investment returns by making recommendations - Oversee investment management processes - Continuously monitor market trends to...

As an intermediate-level banker at Citigroup, your main responsibility is to assist clients in raising funds in the capital markets and provide strategic advisory services for mergers, acquisitions, and other financial transactions. You will work closely with the Institutional Banking team to act as a strategic advisor to clients by formulating investment strategies and raising capital for them. Responsibilities: - Participate in client transactions, projects, or assignments as the junior member of a professional team - Partner with senior Corporate Banking Officers and professionals - Organize and analyze sophisticated financial data for client proposals and strategic plans - Prepare writte...

Role Overview: As a Financial Advisor at Infusion51, you will be instrumental in cultivating strong relationships with investors, raising capital, and providing guidance on investment strategies that align with our portfolio. This position is sales-focused, requiring exceptional networking skills, financial expertise, and the ability to present lucrative investment opportunities to individuals, HNIs, family offices, and institutional investors. Key Responsibilities: - Identify, prospect, and onboard potential investors such as HNIs, institutions, and venture partners. - Present Infusion51's venture fund and accelerator investment opportunities to clients. - Tailor investment strategies based...

You will be responsible for analyzing investments, monitoring their performance, and providing recommendations to improve returns while managing risk, aligning with client or organizational goals. Your duties will include conducting market research, evaluating financial data, developing investment strategies, preparing performance reports, and collaborating with portfolio managers and clients to ensure investment strategies meet financial objectives. - Conduct market research - Evaluate financial data - Develop investment strategies - Prepare performance reports - Collaborate with portfolio managers and clients Qualifications Required: - Bachelor's degree in Finance or related field - Strong...

Role Overview: As a Cash Administrator at RINA in Mumbai within the Regional Finance Management Division, your mission is to contribute to executing and optimizing the company's cash management activities. You will play a crucial role in maintaining optimal liquidity, ensuring efficient fund movement, and providing key insights for strategic decision-making through effective cash flow management. Key Responsibilities: - Monitor daily cash positions of company bank accounts. - Analyze and report on cash flow patterns to support decision-making. - Manage and review documentation for accessing banking services. - Handle the opening and closing of company bank accounts. - Collaborate with financ...

About deVere Group: deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients. Position Overview: We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals. Key Responsibilities: ...

About deVere Group: deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients. Position Overview: We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals. Key Responsibilities: ...

In this role, you will be responsible for developing and implementing the company's financial strategy in alignment with business goals. Your key responsibilities will include: - Managing financial planning, budgeting, forecasting, and analysis. - Monitoring cash flow, working capital, and ensuring optimal financial health. - Overseeing accounting, taxation, statutory compliance, and audits. - Ensuring timely preparation of financial reports, MIS, and presentations for management. - Providing strategic recommendations to the CEO/management based on financial analysis. - Monitoring and evaluating investment strategies and risk management. - Building and maintaining relationships with banks, i...

As a Compliance Surveillance Analyst at our company, your role involves overseeing the Firm's surveillance and monitoring program in a second-line capacity, while also offering regulatory guidance. Your primary objective is to deliver strong, risk-adjusted returns through a suite of traditional and alternative credit strategies based on intensive fundamental research and credit analysis. **Key Responsibilities:** - Conduct trade surveillance against core regulatory requirements. - Perform Best Execution (sample based surveillance) across all asset classes. - Conduct Allocation (sample based reviews) across all asset classes. - Review Cross trading (process and price discovery) across all ass...

This job is with Invesco, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. 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 you're 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 Generating ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Department ISS Delivery Reports To Technical Analysis Subchapter Lead Level 6 About your team ISS Delivery provides the design and delivery of all changes in processes and/or technology solutions that support the growth for Fidelitys Global Investment Solutions & Services business (ISS). We support Investment Management, Asset Management Operations and Distribtion team primarily located in London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China. About your role Fidelity ISS business is continually evolving in response to market demands, client expectations, and the increasing sophistication of investment strategies. This role sits within the ISS Delivery team, which partners closel...

As a Wealth Manager in the Mutual Fund Department at D.R. Shares & Stock Brokers Pvt. Ltd., your role is crucial in managing and growing a portfolio of high-net-worth and retail mutual fund clients. Your primary responsibilities include understanding clients" financial goals, recommending suitable mutual fund products, and providing personalized investment solutions. Your knowledge of mutual fund products, regulatory changes, and portfolio management will be essential in offering comprehensive wealth management support. Key Responsibilities: - Manage and expand a portfolio of HNI and retail mutual fund clients. - Understand clients" financial objectives and risk tolerance to offer personaliz...

Job Title: Corporate Development Manager Location: Bangalore Experience Required: 1-2+ Years Job Description: We are seeking a dynamic and strategic Corporate Development Manager to drive our inorganic growth initiatives. This role will be instrumental in identifying, evaluating, and executing mergers, acquisitions, partnerships, and investments aligned with our long-term vision. Key Responsibilities: Identify, originate, and evaluate strategic growth opportunities including mergers, acquisitions, partnerships, and investments aligned with the companys long-term goals. Conduct comprehensive market research, competitive analysis, and industry trend monitoring to inform strategic decision-maki...

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 you're 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 Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization. Achieve ...

1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure timely and accurate order placement, backed by pre-order confirmations. Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets. 2. Customer Service Excellence Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs). Deliver high-touch service to achieve top-tier client satisfaction and relationship scores. Troubleshoot and resolve client issue...

Experience - minimum 2 yrs in relevant industry Graduate with NISM 8 certifications can apply Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework

Company Description SBI Life Insurance Co. Ltd., founded in October 2000, is one of India's most trusted life insurance companies. It offers a range of products, including Protection, Pension, Savings, and Health solutions, serving millions of families across the country. SBI Life is committed to customer-first service, operational efficiency, and hassle-free claim settlement. The company also aims to enhance digital experiences for customers and employees. With over 1,110 offices, 26,355 employees, 240,304 agents, and multiple distribution partners, SBI Life makes insurance accessible nationwide. It also supports social causes like child education, healthcare, and disaster relief. Role Desc...