38 Portfolio Construction Jobs

As an Investment Analyst-Sales professional on the sell-side, your role is crucial in driving revenue for the firm by managing relationships with investors, promoting the firm's investment products, and providing strategic insights. You will need to leverage your sales acumen, financial market expertise, and ability to deliver tailored solutions to meet the needs of sophisticated clients. Your core responsibilities will include: - Building and maintaining client relationships by managing and expanding relationships with clients. - Understanding client needs by gaining deep insights into their investment objectives, strategies, and constraints to tailor products and services accordingly. - Se...

We're Hiring Investment Services Experts (Remote) | Earn Up To $15,000 Per Month Location: Remote | Open to candidates worldwide About the Role One of our clients is hiring experienced Investment Services professionals to collaborate with a leading AI research lab on an innovative financial intelligence project. In this role, you'll use your domain expertise to help design, test, and refine advanced AI systems that simulate real-world workflows across investment banking, private equity, asset management, and equity research . Key Responsibilities Evaluate AI-generated investment outputs for quality, accuracy, and strategic alignment. Calibrate AI decision-making across valuation modeling, po...

Role Overview: You are the Fund Manager (CFO + CCO) for a Category I Alternative Investment Fund (Special Situations fund) located in Delhi. Your role involves managing fund operations, financial leadership, and ensuring regulatory compliance under the SEBI (AIF) Regulations, 2012. You will be responsible for driving investment strategy, overseeing financial functions, and maintaining compliance with relevant guidelines. Key Responsibilities: - Drive investment strategy, asset allocation, and portfolio construction. - Lead deal sourcing, due diligence, structuring, execution, and exits. - Monitor portfolio performance, valuation, and investor reporting. - Develop and maintain relationships w...

A Funds Manager is a financial professional responsible for managing an investment portfolio, such as a mutual fund, pension fund, or hedge fund, with the goal of generating optimal returns for clients while mitigating risk. They make strategic decisions on when to buy, sell, or hold assets based on extensive market research and analysis. Responsibilities Portfolio Management: Build and manage investment portfolios by carefully selecting assets like stocks, bonds, and other securities that align with the fund's specific objectives and risk profile. Research and Analysis: Conduct in-depth research on economic trends, industry reports, company financials, and market indicators to identify pote...

As a Relationship Manager & Stock Analyst, you will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions and informed investment recommendations. Key Responsibilities: - Build, maintain, and strengthen relationships with clients, understanding their financial objectives and risk profiles. - Serve as the primary point of contact for assigned clients, providing timely updates and addressing queries. - Develop and execute strategies to enhance client...

As a Software Engineer II at JPMorgan Chase within the 55ip Quant team, you will have the opportunity to join an innovative team and contribute to the future of portfolio optimization using advanced quantitative, ML, and AI techniques. Your role will involve collaborating with quants, product, and technology professionals to design, implement, and optimize quantitative models for portfolio management. Your work will directly impact investment strategies and client outcomes. **Key Responsibilities:** - Develop, implement, and maintain quantitative models for portfolio optimization. - Write secure, high-quality production code in Python and review and debug code written by the team. - Design a...

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office Associate Director Investments (Multi asset) We are seeking a highly motivated and detail-oriented candidate to join our Global Multi-Asset team. The successful candidate will support the team in economic research, dynamic asset allocation, portfolio construction across mainstream classes including equities, fixed income, credit, commodities, and currencies. This role combines macroeconomic and market research with quantitative analysis and portfolio management support, requiring strong...

Senior Research Analyst & Fund Manager Location: Mumbai Reports to: CIO Listed Equities Job Summary The organization is looking for a seasoned equity investment professional to join their Alts team in the Indian listed equity space. Key Responsibilities Conduct deep fundamental research on companies, sectors & macro trends. This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction. Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile. Regularly engage with a set of highly professional large investors on ...

As a Mutual Fund Advisor at our company in Varthur, you will assist clients in achieving their financial goals through informed investment decisions. Your responsibilities will include: - **Client Acquisition and Relationship Management:** - Identify and acquire new clients through networking and referrals. - Build strong and lasting relationships with clients based on trust. - Act as the primary contact for client inquiries, providing exceptional service. - **Financial Assessment and Goal Setting:** - Conduct thorough assessments of clients" financial situations. - Understand clients" financial goals, risk tolerance, and investment time horizon. - **Investment Advice and Portfolio Construct...

Role Overview: As the Vice President - Global Advisory India Team Lead at HSBC, you will be instrumental in collaborating with Blackrock and internal IT to develop or enhance Advisory features used by HSBC. Your expertise will be crucial in integrating relevant investment content into the Advisory process and addressing business as usual (BAU) issues from booking centers related to Global Advisory. Furthermore, you will be responsible for managing the quality of advice and the model methodology within the Advisory architecture framework, as well as improving the user interface (UI) and user experience (UX) for the advisory client journey in conjunction with other local platform teams. Key Re...

As a Goals-based Planning Associate at J.P. Morgan, you will have the opportunity to leverage cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies to clients. Your role will involve becoming a subject-matter expert in financial planning, guiding advisors in complex client situations, and making a meaningful impact through your work. **Key Responsibilities:** - Master J.P. Morgan's wealth planning tools and concepts, such as goals-based planning, multi-asset allocation, cash flows, tax considerations, and currency references. - Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based plannin...

About the role: This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA. We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big corporates, investment houses, CVCs, financial advisors etc. to support their investment decisions through financial modeling, investment research, and portfolio analysis. This role involves evaluating investment opportunities, monitoring financial performance, and providing recommendations to optimize returns. The ideal candidate will have...

As a leading global investment management firm, you will be part of a team that fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, you will serve institutions, individuals, and private wealth clients in major markets worldwide. The ambition is simple: to be the most valued asset-management partner for clients. **Key Responsibilities:** - Conduct asset allocation and manager evaluation research and create bespoke client portfolios - Undertake bespoke requests for data analysis - Build dashboards for data visualization using Python Dash - Handle data collation, clea...

Role Overview: As a Senior Capital Market Business Analyst at Oracle FSGIU - Finergy, you will be responsible for analyzing business processes, supporting system enhancements, and ensuring the quality of asset management solutions through effective testing. Your role will involve collaborating with asset management teams, developing and executing test plans, writing and executing SQL queries, and acting as a liaison between stakeholders. Additionally, you will be involved in project support, documentation, reporting, and continuous improvement efforts. Key Responsibilities: - Collaborate with asset management teams to understand business processes, identify pain points, and propose improveme...

State Street - Investment Strategy & Research - Senior Associate State Street Investment Management, one of the world's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. Investment Strategy & Research is the investment team of State Street Investment Management that conducts multi-asset class research, complex portfolio analytics and develops customized solutions to portfolio requirements for institutional clients globally. Responsibilities: Deliver bespoke investment analysis and solutions across multi-asset ...

Role Overview: As a member of the leading MNC, you will be responsible for driving the development, validation, and oversight of quantitative models used in portfolio optimization and risk assessment. Your role will involve leading portfolio management activities across assigned strategies to ensure that performance aligns with client mandates and investment guidelines. Additionally, you will collaborate with trading, research, risk, and compliance teams to implement investment ideas and ensure adherence to mandates. You will also lead key initiatives aimed at enhancing investment processes, reporting frameworks, and client engagement. Key Responsibilities: - Drive the development, validatio...

As a Stock Market Educator at Opulent Learn, you will have the opportunity to empower the next generation of traders by guiding aspiring investors through the complexities of both Indian and foreign stock and exchange markets. Your role will involve developing and delivering engaging courses on various trading topics, providing comprehensive instruction on equities, derivatives, and commodities across major Indian and international markets, ensuring compliance with legal and ethical standards, offering personalized guidance to students, and continuously updating your curriculum to reflect the latest market trends and regulatory changes. Key Responsibilities: - Educate and Inspire: Develop an...

As an Engineer at Goldman Sachs, you will have the opportunity to not only create things but also make the impossible possible. Your role will involve connecting people with capital and ideas, solving complex engineering challenges for clients, and contributing to the development of massively scalable software and systems. You will be part of a dynamic environment that values innovative strategic thinking and quick, practical solutions. If you are someone who is eager to explore the boundaries of digital possibilities, this is the place to start. **Key Responsibilities:** - Work closely with revenue-generating businesses to tackle a variety of problems, such as quantitative strategy developm...

Role Overview: You will be part of the Morningstar Indexes team's Center of Excellence in Product Operations during the morning shift in Vashi, Navi Mumbai. Your main responsibility will be to support Indexes clients and the sales group by providing data, research, and analytics for a wide range of Morningstar indexes across different asset classes. You will work independently to ensure continuous coverage for Morningstar Indexes global sales and clients. Key Responsibilities: - Become a product expert on Morningstar Indexes to effectively address client and sales queries promptly - Assist the sales team by providing presentations, marketing collaterals, data, research, and analytics - Colla...

As a Client Experience Manager at Goldman Sachs Asset Management, you will be responsible for supporting a diverse set of investment products - equities, fixed income, and alternatives - through various distribution vehicles in a fast-paced environment. Your role will involve providing superior client service, retaining and expanding existing relationships, and collaborating with various teams to address client queries. **Key Responsibilities:** - Contribute to a broad platform that serves as the clients" main point of contact for functional areas such as Portfolio Management, Trading, Operations, Legal, and Compliance - Manage client inquiries, resolve ad hoc issues, and ensure customized a...

You will be responsible for conducting research and supporting portfolio construction in alignment with SUD Life's strategic and capital objectives. This includes analyzing financial information of specific companies in the sector, such as company results, profit and loss, balance sheet, and cash flow statements to assess the organization's potential for investors. You will also be tasked with conducting due diligence on companies and industries through researching financial statements, attending conference calls, and staying updated on market data. Your role will involve examining economic and market trends, evaluating earnings prospects, financial statements, and other indicators to determ...

Work Level : Individual Core : Communication Skills, Networking Leadership : Building Work Relationships Industry Type : NBFC Function : Business Development Manager (BDM) Key Skills : Demandand Supply,Supply Chain,Supply Chain Finance,Supply Chain Management,Supply Planning,MNC Client,Large Corporate,Corporate Lending,Whole Sale Banking,Portfolio Construction,Portfolio Handling Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Roles & Responsibility Acquire new quality corporate business for Indias largest platform (Acquisition of market participants(Buyers viz. Large corporate, Sellers/ Suppliers, Financiers viz. Banks/ NBFCs) Drive sales through ...

You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team. As a Due Diligence professional in our Hedge Fund team, you will spend each day defining, refining, and delivering set goals for our firm while acting as both a player and a coach, leading a team while actively participating in due diligence processes. Research, source, underwrite, and monitor hedge funds as an integral team member, including data maintenance and analysis (both recurring and bespoke). Monitor existing hedge fund investments and provide ongoing assessments of performance and risk. Integrate proactively within relevant investment universes to...

The role is located in Mumbai and is responsible for supporting a range of portfolio and performance analytics and reporting tasks for the Outsourced Chief Investment Office (OCIO) team. This team delivers customized portfolio management solutions for institutions and ultra-high net worth investors. Your primary responsibilities will include conducting Portfolio/Performance Analytics & Reporting to generate quarterly or monthly insights for client meeting decks. This involves tasks such as performance attribution, portfolio and manager-level commentary, and other essential items. You will also be involved in running analytics, creating and maintaining dashboards to aid the investment process...

You are a strategic thinker who is passionate about driving solutions using qualitative and quantitative skills. You have found the right team. As a Due Diligence professional in our Hedge Fund team, you will spend each day defining, refining, and delivering set goals for our firm while acting as both a player and a coach, leading a team while actively participating in due diligence processes. You will research, source, underwrite, and monitor hedge funds as an integral team member, including data maintenance and analysis (both recurring and bespoke). You will monitor existing hedge fund investments and provide ongoing assessments of performance and risk. Additionally, you will integrate pro...