64 Investment Strategy Jobs

Role & responsibilities Ensuring smooth back office operations while doing mutual fund investments. Prepare investment notes, comparison reports, and fund recommendations . Assist in portfolio monitoring, asset allocation analysis, and reporting . Track market trends and macroeconomic indicators affecting investment decisions. Collaborate with the investment team to support client presentations and reports . Preferred candidate profile Recenly completed B.com, BBA, MBA(Finance), CA/CFA Interns

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing personalized wealth management, investment advice, and financial planning services to clients. Day-to-day tasks include assessing clients financial goals, developing and implementing investment strategies, conducting regular portfolio reviews, and staying updated on financial markets and products. The role involves building and maintaining strong relationships with clients, ensuring their financial objectives are met, and providing exceptional customer service. Qualifications Fina...

Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives . The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1...

As a mutual fund manager, your key responsibilities will include: - Developing and implementing the investment strategy for the fund, which involves deciding what types of assets to include (e.g., stocks, bonds, etc.) and how to allocate them. - Researching and selecting individual securities (stocks, bonds, etc.) based on market analysis and economic trends. - Regularly monitoring the fund's performance, adjusting the portfolio as needed to maintain alignment with the investment objectives, and managing risk. - Implementing strategies to mitigate risk by diversifying the portfolio and using hedging techniques. - Providing regular reports to investors on the fund's performance and explaining...

Please note this is not a role with 2070 Health** Job Title: Director - Commercial and Operations (Portfolio: Bharat Medicare | A Bio-nAbler Company) Location: Mumbai / Bengaluru / Hyderabad / Chennai About Bio-nAbler Bio-nAbler is a Dubai-based advisory firm (founded in 2009) that serves investors, both Sovereign Wealth Funds and Private Equity firms, across the MENA region as well as investment banks and other consulting firms to identify and execute high-impact healthcare investments, support acquisitions, and design strategic growth opportunities. Beyond capital, Bio-nAbler brings deep sector expertise, strategic leadership, and operational capabilities to structure and scale complex lif...

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Corporate Development Sr. Spclst Advisor to join our team in Bangalore, Karn?taka (IN-KA), India (IN). Job Title: Director, Corporate Development NTT DATA's Corporate Development team partners with executive leadership and business unit heads to drive the company's long-term growth strategy. We achieve this by identifying, evaluating, and executing strategic acquisitions and investments that shape the future of our business. We are seeking an experienced Director of Cor...

Role & responsibilities Variance Analysis of the Budget vs Actuals Preparing segment level profitability Interaction with the field on cost control & giving various input for the field in improving productivity Analysis on current problematic areas Perform quantitative/qualitative analysis to support the evaluation of corporate growth strategies and business development opportunities Structure and execute Information Memorandums, sophisticated financial analyses, and models, including ROI calculations and sensitivity/risk analyses, to evaluate the impacts of strategies, potential partnerships, and new ventures etc... Perform market research, landscape, and sizing analyses to support strategy...

Role & responsibilities Anchor and manage Financial Management Information System for the organization including P&L and other Business Dashboards Own & Deliver - Development, Automation and Publishing of all Business, Operations and People related MIS for the organization Partner with various internal business stakeholders for discussion relating to various financial parameters as well as ad-hoc analysis Budgeting, Forecasting and Provisioning for Income and OPEX Strict and timely monitoring of P&L and Balance Sheet lines to ensure regular granular tracking of stated business outcomes while maintaining cost discipline pertaining to related expense budgets Structured engagement with Business...

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

Conduct in-depth market research and financial analysis. Assist in managing investment portfolios and identifying high-performing assets. Develop financial models and conduct valuation analysis. Monitor and report on market trends, economic factors, and investment risks. Provide recommendations to senior managers for investment decisions. Key Skills & Experience: Strong analytical skills and experience with financial modeling. Expertise in market research, equity analysis, and asset management. Excellent communication skills for reporting and presenting findings. Degree in Finance, Economics, or related field.

Job Title: Director - Commercial and Operations (Portfolio: Bharat Medicare | A Bio-nAbler Company) Location: Mumbai / Bengaluru / Hyderabad / Chennai About Bio-nAbler Bio-nAbler is a Dubai-based advisory firm (founded in 2009) that serves investors, both Sovereign Wealth Funds and Private Equity firms, across the MENA region as well as investment banks and other consulting firms to identify and execute high-impact healthcare investments, support acquisitions, and design strategic growth opportunities. Beyond capital, Bio-nAbler brings deep sector expertise, strategic leadership, and operational capabilities to structure and scale complex life science assessments and transactions. About Bhar...

As an Associate Manager in S&C Global Network - AI - CFO & EV - FinOps Analytics at Accenture, you will play a crucial role in driving strategic initiatives, managing business transformations, and leveraging industry expertise to create value-driven solutions. You will have the opportunity to provide strategic advisory services, conduct market research, and develop data-driven recommendations to enhance business performance. What's In It for You - You will be a part of Accenture CFO & EV team, working with top financial clients globally. - Access resources enabling you to utilize cutting-edge technologies and collaborate with talented individuals from diverse backgrounds, fostering an enviro...

You will be working as a Fund Manager AIF at Getfive Assets Advisors Pvt Ltd. (GAAPL), a SEBI registered CAT 1 fund with a focus on IPOs and fund raising through Private Equity and Debt. Your responsibilities will include: - Conducting thorough due diligence on potential investments, which involves financial analysis, market research, and operational evaluations. - Presenting recommendations to the investment committee post due diligence. - Conducting regular market research on the industry and competitive landscape for other funds. - Preparing and delivering monthly, quarterly, and yearly investor reports for the funds. - Coordinating with Custodian, Broker, and bank for various market tran...

As a Consultant in the S&C Global Network - AI - CFO & EV - FinOps Analytics team at Accenture, your role will involve driving strategic initiatives, managing business transformations, and leveraging industry expertise to create value-driven solutions. **Key Responsibilities:** - Provide strategic advisory services, conduct market research, and develop data-driven recommendations to enhance business performance. In this role, you will lead client engagements encompassing model development, validation, governance, strategy, transformation, and end-to-end delivery of FinOps & CFO agenda solutions for Accenture's clients. You will also advise clients on various FinOps & CFO agenda initiatives, ...

Position: VP / AVP / Manager PCG (Private Client Group) Advisory Location: Chennai (On-site) Employment Type: Full-Time As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration. Key Responsibilities: Act as the primary relationship manager for a portfolio of high-net-worth clients. Deliver holistic wealth management s...

As a Wealth Manager, you will be responsible for designing goal-based investment strategy plans and executing financial planning for clients. Your role will involve reviewing, researching, and recommending financial products, as well as assisting in fund analysis. Additionally, you will develop content and presentations (PPT) for online webinars, demonstrating a proactive approach and strong analytical skills. - Designing goal-based investment strategy plans - Executing financial planning for clients - Reviewing, researching, and recommending financial products - Assisting in fund analysis - Developing content and presentations (PPT) for online webinars You must possess excellent communicati...

Company Overview NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Position: VP / AVP / Manager PCG (Private Client Group) Advisory Lo...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

Description We are seeking a highly skilled Finance Manager to join our team in India. The ideal candidate will be responsible for managing financial operations, preparing reports, ensuring compliance, and developing financial strategies to drive the organization's success. Responsibilities Manage and oversee the financial operations of the organization. Prepare financial reports and forecasts for management. Ensure compliance with regulatory requirements and financial policies. Develop and implement financial strategies to support organizational goals. Monitor cash flow and manage budgeting processes. Coordinate with other departments to enhance financial performance. Skills and Qualificati...

Line of Service Advisory Industry/Sector Power and Utilities Specialism Managed Services Management Level Senior Associate Job Description & Summary A career within General Consulting services, will provide you with the opportunity to help clients seize essential advantages by working alongside business leaders to solve their toughest problems and capture their greatest opportunities. We work with some of the worlds largest and most complex companies to understand their unique business issues and opportunities in an ever changing environment. We help create sustainable change by stimulating innovation, unlocking data possibilities, navigating risk and regulatory complexity, optimising deals,...

As an Associate at our company located in Ahmedabad (Gujarat), your role will involve assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors. Key Responsibilities: - Utilize your Financial Planning, Financial Advisory, and Investment Strategy skills to support clients - Conduct Market Research and prepare Financial Reports to assist in decision-making - Apply your Strong Analytical skills to analyze Financial Data effectively - Manage Client Relationships by providing excellent service and support - Utilize your Excellent written and verbal communication skills t...

Description We are seeking a highly skilled Project Manager II to oversee our asset management projects in India. The ideal candidate will have 12-15 years of experience and will be responsible for ensuring the successful delivery of projects while managing resources effectively. Responsibilities Lead and manage asset management projects from initiation to closure. Develop project plans, timelines, and budgets while ensuring compliance with company policies. Coordinate with cross-functional teams to ensure project deliverables meet quality standards. Monitor project progress and performance, identifying and mitigating risks. Conduct regular meetings with stakeholders to report on project sta...

Develop & execute investment strategies, manage capital allocation & risk, conduct research & financial analysis, support M&A/IPO/fundraising, track returns & market trends, and align with leadership on strategic financial planning.