We are seeking dynamic and experienced professional to join our growing team as Chief Financial Officer . The ideal candidate will have a strong background in portfolio management, financial planning, and data analytics. You will work closely with clients to analyze their portfolios and provide expert investment advice while leveraging data to optimize portfolio performance. Key Responsibilities: Portfolio Management: Analyze and manage client investment portfolios, providing tailored strategies to meet their financial goals. Data-Driven Decision Making: Utilize data to inform investment decisions, enhance portfolio performance, and provide actionable insights. Market Monitoring: Continuously monitor financial markets, economic trends, and portfolio performance. Make timely adjustments to align with market movements and client objectives. Client Communication: Deliver clear, professional, and timely reports to clients, explaining complex investment strategies and portfolio performance. Risk Management: Assess and mitigate risks, ensuring portfolios are optimized for performance within the clients' risk tolerance levels. Collaboration: Work closely with cross-functional teams to integrate AI-driven solutions into wealth management strategies. Financial Modeling: Develop and maintain financial models to assist in portfolio analysis, performance forecasting, and risk management. Desired Skills & Qualifications: Educational Background: MBA/MSc in Finance, Economics, or a related field. CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification is highly preferred. Postgraduate degree in Financial Planning will be an added advantage. Professional Experience: 3-7+ years of experience in portfolio management or a related field, preferably within the fintech, financial services, asset management, or investment management industries. Proven expertise in investment analysis, market research, and financial modeling. Technical Skills: Strong analytical skills with the ability to interpret and leverage financial data to optimize investment strategies. Proficiency in portfolio management tools and financial software. Understanding of risk management practices and asset allocation strategies. Experience with fintech solutions or AI-driven investment platforms is a plus. Personal Attributes: Strong problem-solving ability and attention to detail. Excellent communication and presentation skills. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Strong understanding of the Indian financial markets is a must.

We are seeking highly skilled and experienced Senior Investment Strategists / Lead Fund Advisors to lead the development and execution of innovative investment strategies. The ideal candidates will combine deep expertise in fund management with a strong understanding of AI/ML applications in finance to build scalable fintech solutions. Key Responsibilities: Lead the design, development, and execution of investment models and mutual fund recommendation strategies. Collaborate with AI and machine learning teams to integrate advanced analytics into investment decision-making. Ensure all investment strategies comply with relevant regulatory requirements (SEBI/AMFI). Provide expert advisory on portfolio optimization and risk management. Mentor junior team members and contribute to building a high-performance investment advisory team. Stay updated on market trends, regulatory changes, and emerging fintech innovations to maintain a competitive edge. Qualifications & Experience: CFA Charterholder OR CFP certification (mandatory). Advanced degree in Finance preferred. Minimum 5 years of relevant experience in investment strategy, fund management, or mutual fund advisory. Proven track record of managing portfolios and delivering data-driven investment solutions. Strong expertise in financial modeling, portfolio analytics, and quantitative analysis. Knowledge of AI/ML applications in finance is highly desirable. Deep understanding of regulatory compliance frameworks (SEBI/AMFI). Key Skills: Investment Strategy & Fund Management Mutual Fund Advisory Portfolio Optimization Financial Modeling & Analytics Regulatory Compliance (SEBI/AMFI) Collaboration with AI/ML Teams Data-Driven Decision Making