42 Investment Strategy Jobs

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.

Key Responsibilities: Make sound investment decisions and carry out investment activities on behalf of individual or institutional clients Advise clients on financial products, securities, funds, assets, and portfolio management Analyze financial data and market trends to identify investment opportunities aligned with clients goals and risk tolerance Structure and present investment strategies aimed at maximizing returns within acceptable risk parameters Monitor client portfolios and provide regular performance updates Ensure compliance with regulatory requirements and internal policies Desired Candidate Profile: Strong understanding of investment principles, portfolio structuring, and finan...

The Head - Investment Strategy will spearhead Multicon Groups investment strategy, managing capital allocation, risk assessment, and financial planning across its diverse businesses, including FOREX, Broadband, Cable TV, Education, and Real Estate. The role focuses on maximizing returns while aligning investments with the Groups financial objectives and risk appetite. This position requires a qualified CFA with a global investment perspective, offering strategic advisory to drive business growth, profitability, and long-term financial stability. He/she will formulate investment policies, identify optimal vehicles, track performance, and collaborate with key stakeholders to ensure compliance,...

As a Mutual Fund Manager, your primary responsibility will be to develop and implement the investment strategy for the fund. This includes making decisions on the types of assets to include in the portfolio, such as stocks, bonds, and other options, and determining how to allocate them effectively. You will be involved in researching and selecting individual securities to be included in the fund's portfolio. This requires conducting thorough market analysis and staying updated on economic trends to make informed investment decisions. Monitoring the fund's performance on a regular basis will be a key part of your role. You will need to adjust the portfolio as necessary to ensure that it align...

For more information Call OR WhatsApp on +91-9911559795 Description We are seeking a Finance Manager For ABROAD. The ideal candidate will have 2-12 years of experience in finance management, with a strong background in financial analysis and reporting. This role requires a strategic thinker who can provide insight and guidance to ensure the financial health of the organization. Responsibilities Prepare and analyze financial reports and forecasts Manage budgeting processes and financial planning activities Ensure compliance with financial regulations and standards Oversee accounts payable and receivable functions Develop and implement financial policies and procedures Collaborate with cross-f...

Shift: You will work from 7.30 am to 4.30 pm. Responsibilities: - Understanding financial planning concepts, superannuation, pension, investment, and insurance laws and terminologies. - Creating high-quality Statement of Advice documents with advisor recommendations and client details. - Generating cash, superannuation, pension, and investment projections. - Preparing comparisons for various superannuation, insurance, pension, and investment products. - Gathering client data and product information. - Documenting reports and correspondence. - Conducting financial calculations and cashflow projections for different scenarios. - Obtaining necessary information for completing financial plans. -...

As an Investor & Co-Founder at Inor Fresh, you will play a crucial role in shaping the future of India's fisheries supply chain. In the past 4 years, Inor Fresh has been dedicated to overcoming the significant challenges within the seafood sector by sourcing fresh fish directly from ports and farms, ensuring quality, reducing wastage, and implementing tech-enabled solutions for the unorganized seafood market. In the recent months, we have achieved remarkable milestones, such as delivering over 1.8 tonnes of fresh fish to our 90+ retail partners, maintaining a 35% profit margin with consistent monthly revenue exceeding 8 lakhs, expanding research and development on biofertilizer production fr...

As the Partner - Capital Strategy at Swai Capital, you will play a crucial role in leading the capital raise efforts, starting from 400-500 crores in the first year and scaling up to 2,500 crores by the fifth year. Your responsibilities will include establishing and nurturing relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, NRIs, and Institutional Allocators. You will be involved in originating and finalizing substantial transactions exceeding 5 crores per investor in structured credit, equity, and customized investment options. Additionally, you will represent Swai Capital at various investor forums, private briefings, and strategic collaborations, shaping the fi...

Inor Fresh is currently seeking an Investor & Co-Founder with a focus on Finance to join the team. For the past 4 years, Inor Fresh has been dedicated to addressing key challenges within India's fisheries supply chain. From sourcing fresh fish directly from ports and farms to quality assurance, waste reduction, and implementing tech-driven solutions for the unorganized seafood sector, Inor Fresh has been at the forefront of innovation. In the past month, Inor Fresh has achieved significant milestones, including delivering over 1.8 tonnes of fresh fish to more than 90 retail partners, maintaining a 35% profit margin, and consistently generating monthly revenue of over 8 lakhs. Additionally, t...

We are seeking an experienced and results-driven Investment Strategist to lead land aggregation and society redevelopment efforts. You will be responsible for originating deals, creating business plans, and underwriting and analyzing the return profiles of various projects. This role requires a proven track record in the Bengaluru market, a deep understanding of investment strategy, and the ability to work closely with senior leadership. Roles & Responsibilities: Investment Strategy & Deal Origination : Take responsibility for various elements of the investment strategy. Originate deals and create business plans, with a focus on land aggregation and society redevelopment. Market Expertise : ...

Job description Business Function As the leading bank in Asia , DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the Consumer Banking business.DBS has a full spectrum of products and services, including deposits, investments, insurance ,mortgages ,credit cards and personal loans ,to help our customers realise their dreams and aspirations. Responsibilities Grow income from Mutual fund distribution business (trail revenue) and Asset under Management (AUMs) for the Bank and achieve the same in line with budgets. Conceptualize innovative products leading to overall revenue generation of investment income. Co ordina...

Key Deliverables Build and maintain sourcing network to identify high-potential M&A, investment, and partnership opportunities. Lead end-to-end deal lifecycle for M&A and strategic partnerships that align with Meesho's long-term strategy. Conduct in-depth market research and competitor analysis to inform expansion and diversification strategies. Build financial models and lead due diligence to assess the viability of potential acquisitions and investments. Role Responsibilities Actively track emerging trends and map strategic opportunities in e-commerce, fintech, and supply chain sectors. Negotiate and manage M&A deals, joint ventures, and strategic partnerships to strengthen the platform. E...

Job Title: Chief of Staff Investments & Strategic Projects / Office of The MD Job Summary We are looking for a sharp and dependable professional to support the Managing Director in identifying, analysing, and managing new business and investment opportunities. This role involves handling everything from market research and financial analysis to coordinating due diligence and ensuring timely project execution. This person will work closely with the MD and act as a bridge between internal teams and external partners. Key Responsibilities Work directly with the MD to find new investment opportunities, partnerships, or acquisitions. Conduct research and create business cases to evaluate the viab...

Description We are seeking a highly experienced Regional / Cluster Head for our Private Wealth division to lead our team and drive growth in our boutique wealth management firm. The ideal candidate will have a deep understanding of private wealth management and a proven track record of delivering exceptional client service. Responsibilities Lead and manage the private wealth management team in the assigned region/cluster. Develop and implement strategic plans to drive growth and profitability in private wealth services. Build and maintain strong relationships with high-net-worth clients to understand their financial goals. Provide expert advice on investment strategies, estate planning, tax ...

Role & responsibilities Anchor and manage Financial Management Information System for the organization including P&L and other Business Dashboards 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 Drive expense management and analytics through deep understanding of cost booking processes and systems Continuously improv...

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...

Screen Andragogy Platforms is a screen industries technology management company that empowers professionals, organizations, and educational institutions with integrated tools, insights, and services to streamline storytelling, analytics, and product development. By utilizing AI-driven platforms and expert-led support, the company drives value across content creation, market research, and strategic growth, ensuring that every story is told professionally, efficiently, and universally. Screen Andragogy Platforms is currently seeking a consultant with expertise in media finance, AI-powered modeling, and investment strategy to support clients in the entertainment sector. The consultant will be r...

Job Description: As a Portfolio Manager at our company in Gurugram, India, you will be responsible for overseeing investment portfolios and analyzing financial data to maximize client investments. Your role will involve developing investment strategies, monitoring market trends, and nurturing client relationships. Additionally, you will need to prepare comprehensive reports, assess risks, and ensure adherence to financial regulations. To excel in this position, you should possess expertise in financial analysis and investment strategy, along with strong capabilities in risk assessment and compliance. Effective communication and client relationship management skills are essential, as is the a...

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support produc...

The Principal Officer/CEO position at SPEC Finance in Gift City, Gandhinagar, requires a seasoned professional with over 10 years of experience, preferably around 40 years of age. SPEC Finance is a dynamic financial company operating in GIFT City, Gujarat, India, offering innovative financial solutions to businesses and individuals across various sectors, focusing on high-growth opportunities within BRICS Plus countries. As a leader in the global financial services landscape, SPEC Finance aims to provide clients with compliant and innovative financial products and services. As the Principal Officer, you will play a crucial role in ensuring that the Fund Management Company operates in full co...

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...

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...

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...