612 Investment Strategies Jobs - Page 4

Job Description: Job Title: Model Validation Investment Management Models, VP Corporate Title: VP Location: Mumbai, India Role Description DWS Group (DWS) is one of the world's leading asset managers with EUR 841bn of assets under management (as of 31 March 2023). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognised by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to gr...

We are looking to hire a Specialist in the GSD Investment Consulting Alternative Investments The role will be responsible for working within the Client Team, specifically within the Alternative investment function to deliver excellent and consistent experience for all our clients through our channels of communication. This role will support portfolio of clients, assisting the Onshore stakeholders on their day to day needs and use of the tool, as well as being responsible for preparing monthly Performance report for the Alternative investments consisting of Private Equity and Real Assets. Report preparation includes identifying and updating funds recurring cash flows and valuations in the app...

As a Fund Manager with Alternative Investment Fund (AIF) certification XIX - C, your role will involve managing and overseeing the investment activities of the fund under this specific certification. You will be responsible for making strategic investment decisions and ensuring the fund's performance meets the set objectives. Key Responsibilities: - Develop and implement investment strategies based on the fund's objectives and risk profile - Conduct thorough research and analysis to identify potential investment opportunities - Monitor and evaluate the performance of the fund's investments - Maintain compliance with regulatory requirements and AIF certification guidelines - Communicate regul...

As a Senior Wealth Manager - Premium at Creddinv Technologies, your role will involve managing and growing a portfolio of High Net-Worth Individual (HNI) and Ultra HNI clients by offering personalized wealth management solutions. You will be responsible for building and maintaining strong, long-term relationships with clients through regular reviews and proactive communication. Additionally, you will conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. Managing complex family wealth, including philanthropic planning, succession planning, and risk management, will be a key part of your responsibilities. Your ability to drive new client a...

Daily work management and execution of performance reporting operations activities Update and analyse the PE related transactions into the system. Prepare the Private Equity and Real Assets Performance reports and analyse the accuracy of results. Coordinate with various related Onshore stakeholders for pending data and queries. Ensuring compliance with all internal and client policies Providing timely updates to AM and other stakeholders Note: Applicants should be flexible working in shifts What you need to have: Minimum 2 years experience overall Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching i...

As a candidate for the position, you will be supporting a leading APAC based asset management firm in RFP/DDQ preparation and related activities. Your responsibilities will include: - Delivering high quality and compelling RFPs, DDQs with accuracy, consistency, and timeliness to support core sales channels globally (Institutional / Retail / Internal) - Managing the end-to-end RFP process from initial kick-off to final submission, ensuring quality control, compliance, crafting persuasive content, and managing critical time path towards delivery - Coordinating with cross-functional teams to gather information/responses for each RFP - Maintaining proper RFP records for audit trail and obtaining...

You will be responsible for delivering engaging and informative content to our audience through various media platforms, including television, online streaming, and social media. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and economic trends. - Deliver engaging and informative content to the audience - Utilize various media platforms such as television, online streaming, and social media - Graduation - 1 year of relevant experience in financial markets or related field,

Job Description 1) Ownership of the Asset Gathering Target of the Zone & assigned territory 2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. 3) Increasing AUM of the location. 4) Penetration of existing client base for creating new investors in MF/Investments from existing client base. 5) Ensuring better client experience both by qualitative and quantitative interventions. 6) Assist in investment portfolio asset allocation of customers. 7) Portfolio Monitoring/Review. 8) Coach Asset RMs and Business Development RM teams on latest products. 9) Conduct Market and Product update calls for Asset RMs and Business Development ...

Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledgeDo you thrive on helping individuals make smart financial decisions for a secure futureIf yes, then this role is for you! 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 industr...

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...

Role Overview: As a Client Relations Associate, your role is crucial in ensuring client satisfaction and maintaining strong relationships. Your success in this position will be demonstrated through your ability to handle client inquiries efficiently, provide accurate information, and identify opportunities to enhance client experience. By collaborating with internal teams and staying updated on industry regulations, you will contribute to seamless client service delivery and upsell additional products and services. Key Responsibilities: - Handle incoming client inquiries through phone, email, and in-person meetings. - Provide accurate and timely information on account status, transactions, a...

As a Finance Mentor at Pregrad, you will have the opportunity to utilize your finance and accounting skills, research and economics knowledge, and experience in corporate finance to guide aspiring finance enthusiasts in various areas such as Financial Modeling, Investment Strategies, Risk Management, Corporate Finance, and FinTech. If you have a passion for mentoring and shaping careers, this freelance/part-time position based remotely might be the perfect fit for you. Key Responsibilities: - Conduct interactive online sessions to engage with students - Provide real-world insights and case studies to enhance learning - Assist students with project-based learning to apply theoretical knowledg...

Role Overview: As a Treasury Head, you will lead and manage the treasury operations for the organization, ensuring financial stability and growth through expertise in cash flow management, risk mitigation, funding, and investment strategies. Key Responsibilities: - Identify and execute fundraising opportunities, including debt, equity, and hybrid instruments. - Build and maintain relationships with investors, banks, and financial institutions. - Prepare and present financial proposals and pitch decks to potential investors and stakeholders. - Manage credit ratings and ensure compliance with loan covenants and agreements. - Oversee and optimize the organization's cash flow to ensure liquidity...

As an Investment Specialist at Induscap Wealth Private Ltd. in Pune, your role will involve analyzing investment opportunities, managing portfolios, devising strategies, and supervising investment activities. Key Responsibilities: - Analyze investment opportunities - Manage investment portfolios - Develop investment strategies - Oversee investment management activities Qualifications Required: - Possess analytical skills and finance knowledge - Freshers with a commerce background or MBA in Finance/Marketing can also apply - Experience in Investments and Investment Management - Proficiency in Investment Strategies - Strong attention to detail and quantitative skills - Hold a Bachelor's degree...

As a Financial Content Writer at Bigul.co, located in Indore, you will be responsible for creating, editing, and managing financial content such as articles, blogs, reports, and social media posts. Your role will involve conducting in-depth research on financial topics, developing content strategies, ensuring the accuracy and clarity of written material, and collaborating with the marketing team to enhance content reach and engagement. - Create, edit, and manage financial content including articles, blogs, reports, and social media posts - Conduct thorough research on financial topics - Develop content strategies to effectively deliver key messages - Ensure accuracy and clarity in all writte...

Role Overview: As an Analyst at our company, you will be responsible for conducting in-depth market and industry research to identify market trends and promising investment opportunities. Your role will involve detailed financial and technical analysis, including valuation assessment of potential investment opportunities. You will also be involved in conducting due diligence of potential investments to assess associated risks and viability. Additionally, you will assist the investment team in managing the portfolio and optimizing portfolio returns. Your expertise will be crucial in developing and implementing effective investment strategies. You will be required to perform financial modeling...

As a PR Intern at Techsharks Internet Services Pvt Ltd in Rajouri Garden, New Delhi, your role involves building and maintaining strong relationships with clients, understanding their needs and goals, and providing expert solutions. You will coordinate with other teams within the company, manage projects, and ensure timely delivery. - Proven experience in digital marketing sales or a related role - Successful track record of meeting and exceeding sales targets - Leadership skills to motivate and guide a sales team - Excellent communication, negotiation, and presentation skills Qualifications: - Proven experience in relationship management, preferably in the financial services industry - Stro...

Role Overview: As an Investment Advisor, you will play a crucial role in guiding clients on investment strategies, asset allocation, and risk management. Your responsibilities will include recommending tax-efficient vehicles and tailoring solutions using alternative, offshore, equity products, and GIFT City offerings. You will need to identify and mitigate risks to client wealth while also supporting family office structuring to ensure their financial well-being. Key Responsibilities: - Expand the client base and strengthen brand positioning through targeted relationship-building efforts. - Collaborate across different verticals to deliver customized investment solutions that meet the unique...

As a BBA graduate, your role will involve analyzing business data, identifying areas for improvement, and implementing solutions to enhance operational efficiency. The common job descriptions for BBA graduates are categorized into Finance, Marketing, and Human Resources. Your key responsibilities in Finance may include: - Evaluating financial data, providing insights, and recommending strategies as a Financial Analyst. - Advising clients on investment strategies, managing transactions, and raising capital as an Investment Banker. - Managing loans, assessing creditworthiness, and offering financial advice as a Loan Officer. In Marketing, you may be responsible for: - Developing and executing ...

Job Title: Director Finance (Investments) Role Overview: The Director Finance (Investments) will be responsible for managing the company's cash flow, investments, and property portfolio to maximize returns and ensure sustainable growth. This role involves formulating and executing investment strategies in consultation with top management, managing corporate funds across multiple asset classes, and identifying profitable opportunities in Dubai and other designated regions. Key Responsibilities: Cash Flow & Investment Strategy: Oversee cash flow management to ensure liquidity and financial stability. Formulate investment strategies aligned with business objectives in collaboration with top man...

As a Wealth Manager at D. R. Share & Stock Brokers Pvt. Ltd., located in Sector 9D, SCO 14-15, Top Floor, Chandigarh, your role will involve managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. You will be responsible for 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. Your job will also involve taking zoom meetings. Key Responsibilities: - Build and maintain relationships with high-net-worth clients. - Develop and implement investment...

Responsibilities: Develop & implement investment strategies Manage portfolio performance & risk Analyze market trends & opportunities Oversee fundraising efforts Build strong investor relationships Travel allowance

The CoinDCX Journey: Building Tomorrow, today At CoinDCX, we believe CHANGE STARTS TOGETHER. You are the driving force that will help us make Web3 accessible to all. In the last six years, we have skyrocketed from being India's first crypto unicorn to carrying a community of over 125 million with us. To continue maximising the adoption and acceleration of Web3, we are now focused on developing cutting-edge products, addressing accessibility and security challenges, and bridging the gap between people and Web3 technologies. While we go ahead and keep dominating the Web3 world, we would like to HODL you on our team! Join our team of passionate innovators who are breaking barriers and building ...

As a seasoned consultant with a minimum of 3 years of experience, you will join the Corporate Treasury team within the FAAS (Financial Accounting and Advisory Services) line of services at EY. Your responsibilities will involve providing financial advisory services addressing various treasury management challenges, particularly in complex transactional contexts such as spin-offs, carve-ins, and carve-outs: - Transformation of Treasury Function - Conducting a diagnostic of the treasury function (risks, processes, tools, organization) - Defining the target operating model and action plan - Implementing the target operating model and coordinating with internal and external partners - Change man...

Role Overview: As an Investment Specialist at Workassist in Lucknow, you will be responsible for analyzing investments, developing and executing investment strategies, and managing investment portfolios for clients. Your role will involve working on-site and leveraging your expertise in wealth management to provide tailored investment advice. Key Responsibilities: - Analyze various investment options to recommend suitable strategies for clients - Develop personalized investment plans based on clients" financial goals and risk tolerance - Manage investment portfolios by monitoring performance and making necessary adjustments - Communicate effectively with clients to explain investment strateg...