7 Investment Strategy Jobs

Develop and execute investment strategies based on thorough market analysis and the financial objectives of the organization Manage a portfolio of investments, ensuring optimal balance between risk and return Conduct regular reviews of financial reports, market conditions, and other data to determine the portfolios performance Collaborate with analysts, researchers, and other fund management professionals to gather insights and make informed investment decisions Communicate investment decisions, market insights, and performance metrics to stakeholders and clients Ensure compliance with regulatory requirements and internal policies Maintain up-to-date knowledge of market trends, economic factors, and investment management practices Prepare and present detailed reports on portfolio performance, future prospects, and strategy adjustments as required by management or regulatory bodies Strong understanding of financial markets, investment strategies, and risk management Proven track record of managing investments and achieving financial goals Excellent analytical, decision-making, and problem-solving skills Strong communication and presentation skills, capable of conveying complex information in an understandable manner

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .

Manage investment portfolios for clients, ensuring alignment with their financial goals Conduct market research to inform investment decisions Monitor portfolio performance and adjust strategies as needed Maintain compliance with regulatory standards

Job Description & Summary: A career within Capital Projects & Infrastructure Advisory practice in PwC for supporting us with investment strategy projects in manufacturing sector. Responsibilities: Looking for self-driven professionals having sound logical and analytical abilities and keen interest in consulting domain. Prior experience in consulting is a plus but not a must. we are looking for candidates with at least 3 years experience in consulting or business with academic background in business, finance, management, economics, planning, and engineering. Some examples of works undertaken by us: industrial development & investment promotion, market assessment, market entry strategy, driving strategy & transformation projects. Key responsibilities include Independently lead modules for project deliverable while ensuring quality. Support leadership in client management for project. Support in business development initiatives. Support in developing thought leadership content for the practice. Mandatory skill sets: Data analysis, investment strategy, market assessment, mathematical modelling, business plan preparation, consulting report/ collateral preparation Preferred skill sets: Industrial infrastructure, manufacturing sector landscape, regulatory process for setting up manufacturing plant in India, Years of experience required: 6 years plus Education qualification: Any Graduate , Post graduate (preferably MBA/ PGDM)

Role & responsibilities 1. Financial reporting: Oversee the creation and analysis of financial statements as well as verify accuracy and compliance with accounting standards. 2. Financial analysis: Interpret complex financial data to provide actionable insights for strategic decision-making. 3. Budgeting and forecasting: Develop and manage budgets while creating accurate financial projections. 4. Cost management: Identify cost-saving opportunities and implement effective cost control measures. 5. Regulatory understanding: Hold a deep knowledge of financial regulations and maintain the processes to verify compliance across the organization. 6. Cash flow optimization: Manage and improve cash flow to support operations and growth. 7. Investment strategy: Develop and implement investment strategies aligned with company goals. 8. Take responsibility for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the companys financial strategy and hiring needs 9. Ensure cash flow is compatible with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities of the organization 10. Develop and implement best practices and tools to ensure a well-controlled yet flexible organization that has strong fiscal management, project coordination, cross-team communications, and workflows 11.Comply with national and local financial requirements by studying existing and new legislation and taking appropriate action Tax 12. Planning and Compliance: Advising clients on tax planning strategies and ensuring compliance with tax laws and regulations. Preferred candidate profile Prior experience in a chartered accountant job role Problem-solving skills with a detail-oriented approach to working

The team is expanding and is actively looking for passionate individuals to join the growth story. Role : Finance / Investment Manager Qualification : Bachelors in finance / accounting, Business, or related field. Masters / PG (e.g., CFA, CPA) is preferred. Relevant Experience : Minimum 10 years Location : Flexible (Extensive Domestic & International Travel 50-75%) RM : VP / CEO Candidate Industry : Market research, consulting, research and information, KPOs Responsibilities : Responsible for building financial models, identifying and structuring investment opportunities, and striking investment deals. This role requires extensive engagement with stakeholders, clients, and partners globally. The ideal candidate will have a robust commercial finance background, a strategic mindset, and a willingness to travel extensively. Financial Modeling a.Develop / maintain comprehensive financial models for customer projects & internal planning. b.Analyse project feasibility, financial performance, and return on investment. c.Provide financial insights and recommendations to support business decisions. Investment Strategy a.Identify and evaluate potential investment opportunities aligned with orgn strategic goals. b.Structure and negotiate investment deals, ensuring alignment with corporate objectives and financial targets. c. Collaborate with internal and external stakeholders to secure funding and investment partnerships. Commercial Finance a. Develop and implement financial strategies to optimize business performance and growth. b. Conduct financial analysis, forecasting, and budgeting to support strategic initiatives. c. Monitor financial performance and provide regular reports to the CEO and executive team. Stakeholder Engagement a. Travel to meet with clients, partners, and investors to build and maintain strong relationships. b. Represent at industry events, conferences, and meetings to promote financial strategies and investment opportunities extensively. c. Communicate complex financial concepts to non-financial stakeholders effectively. Reporting & Compliance a. Ensure compliance with financial regulations and reporting standards. b. Prepare and present financial reports to the executive team and board of directors. c. Maintain accurate and up-to-date financial records and documentation.

The team is expanding and is actively looking for passionate individuals to join the growth story. Role : Finance / Investment Manager Qualification : Bachelors in finance / accounting, Business, or related field. Masters / PG (e.g., CFA, CPA) is preferred. Relevant Experience : Minimum 10 years Location : Flexible (Extensive Domestic & International Travel 50-75%) RM : VP / CEO Candidate Industry : Market research, consulting, research and information, KPOs Responsibilities : Responsible for building financial models, identifying and structuring investment opportunities, and striking investment deals. This role requires extensive engagement with stakeholders, clients, and partners globally. The ideal candidate will have a robust commercial finance background, a strategic mindset, and a willingness to travel extensively. Financial Modeling a.Develop / maintain comprehensive financial models for customer projects & internal planning. b.Analyse project feasibility, financial performance, and return on investment. c.Provide financial insights and recommendations to support business decisions. Investment Strategy a.Identify and evaluate potential investment opportunities aligned with orgn strategic goals. b.Structure and negotiate investment deals, ensuring alignment with corporate objectives and financial targets. c. Collaborate with internal and external stakeholders to secure funding and investment partnerships. Commercial Finance a. Develop and implement financial strategies to optimize business performance and growth. b. Conduct financial analysis, forecasting, and budgeting to support strategic initiatives. c. Monitor financial performance and provide regular reports to the CEO and executive team. Stakeholder Engagement a. Travel to meet with clients, partners, and investors to build and maintain strong relationships. b. Represent at industry events, conferences, and meetings to promote financial strategies and investment opportunities extensively. c. Communicate complex financial concepts to non-financial stakeholders effectively. Reporting & Compliance a. Ensure compliance with financial regulations and reporting standards. b. Prepare and present financial reports to the executive team and board of directors. c. Maintain accurate and up-to-date financial records and documentation.