22 Portfolio Construction Jobs

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 and deliver engaging, expert-level courses on various trading topics such as technical and fundamental analysis, risk management, and portfolio construction. - Teach the Markets: Provide comprehensive instruction on trading equities, derivatives (futures & options), and commodities across major Indian exchanges (NSE, BSE) and international markets (e.g., NYSE, NASDAQ). - Ensure Compliance: Uphold the highest standards of legal and ethical conduct by educating students on the regulatory framework governing the Indian securities market. - Mentor Future Traders: Offer personalized guidance to help students build disciplined strategies and master the psychological aspects of trading. - Stay Current: Continuously update your curriculum to reflect the latest market trends, technologies, and regulatory changes. Qualifications Required: - Legal Certification is a Must: Hold a valid NISM certification, preferably certifications such as NISM-Series-VIII: Equity Derivatives, NISM-Series-I: Currency Derivatives, and NISM-Series-XVI: Commodity Derivatives Certification Examination. - Proven Expertise: Verifiable track record of success in trading and/or substantial background in financial education. - Educational Background: Bachelor's degree in Finance, Economics, or a related field is highly preferred. - Exceptional Communicator: Ability to explain complex financial concepts clearly and concisely, making them accessible to students at all levels. - Passion for Teaching: Driven by a genuine desire to help others succeed and committed to their professional growth. If you are a certified expert ready to make a significant impact in the field of stock market education, we invite you to apply for this full-time position at Opulent Learn. Please send your CV to hr@opulentlearn.com. (Note: No additional details about the company were provided in the job description.),

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 development, modelling, portfolio construction, and optimization - Develop quantitative analytics and signals using advanced statistical and econometric techniques to enhance the portfolio construction process and implement fund management models - Build sustainable production systems that can adapt to the fast-paced global business environment - Provide quantitative analytics to optimize investment structure, pricing, returns, and capital sourcing - Collaborate globally with various divisions and engineering teams to create quantitative modeling-based solutions - Prioritize tasks effectively and communicate with key stakeholders **Qualifications Required:** - Bachelor's or master's degree in a quantitative discipline with experience in quantitative analytics and financial modeling - Proficiency in mathematical concepts such as probability, statistics, time series analysis, regression analysis, forecasting, optimization, machine learning, and numerical techniques - Solid understanding of design and analysis of algorithms and data structures - Ability to implement coding solutions for quantitative problems, with experience in developing finance and statistics-based applications using programming languages like Slang, Python, C, or C++ - Strong written and oral communication skills with the ability to work effectively in a team environment - Strong multitasking and prioritization skills - Passion and self-motivation to deliver technology solutions in a dynamic business environment Goldman Sachs is a leading global investment banking, securities, and investment management firm committed to fostering diversity and inclusion. The firm offers various opportunities for professional and personal growth, from training and development programs to benefits, wellness initiatives, and mindfulness programs. For more information about their culture, benefits, and people, visit GS.com/careers. Goldman Sachs is dedicated to providing reasonable accommodations for candidates with special needs or disabilities during the recruiting process. Learn more about their commitment to inclusivity at https://www.goldmansachs.com/careers/footer/disability-statement.html.,

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 - Collaborate with internal teams and prospective clients to launch and operationalize Morningstar Indexes - Supervise the daily publishing and delivery of end-of-day index values, portfolios, and other files to internal and external clients in a timely manner - Monitor daily index calculation and ensure smooth dissemination of daily files - Engage with vendors, escalate issues, and collaborate to resolve them - Work with the Robotic Process Automation team to automate manual tasks and improve process efficiency - Develop self-help modules/templates on Morningstar Direct to enable sales and service teams to independently handle general data-related queries Qualifications Required: - Bachelor's or master's degree in Engineering, Finance, Management, Economics, or related fields with a strong interest in Finance - Progress towards CFA/FRM certification is preferred - Proficiency in MS Office, SQL, and Python - Strong written and verbal communication skills - Ability to collaborate effectively with global teams and deliver high-quality results within tight deadlines - Passion for innovation and a genuine belief in Morningstar's core values Company Details: Morningstar is an equal opportunity employer offering a hybrid work environment that allows remote work with regular in-person collaboration. The company values purposeful together time at least three days a week and provides various benefits to enhance flexibility. Employees are equipped with tools and resources to engage meaningfully with global colleagues.,

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 and standardized report delivery - Coordinate life-cycle events of client accounts, including new business implementation, account restructures/terminations, and regulatory changes impact - Work on special projects to build out the service model and infrastructure for scale and efficiencies - Manage client deliverables including reporting requirements, performance reporting, and operational reporting - Collaborate internally across teams to resolve client queries in a timely fashion - Respond to information requests from clients including questionnaires, audit requests, and ad-hoc inquiries - Develop a strong awareness of client interests and investment trends to best deliver the resources of the firm **Qualifications Required:** - Master's degree in business or finance-related studies - 4+ years of work experience at an asset management firm or other financial services organization - Strong project management and problem-solving skills - Basic knowledge of asset management business, financial markets, and investment funds - Understanding of portfolio construction, risk management, or accounting principles - Highly organized with exceptional attention to detail and time management skills - Strong written and oral communication skills - Proficient in Microsoft Excel, Power Point, and Word Goldman Sachs is committed to fostering diversity and inclusion in the workplace and offers various opportunities for professional and personal growth. They are also committed to providing reasonable accommodations for candidates with special needs or disabilities during the recruiting process.,

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 determine suitable investment strategies in the sector. It is crucial to stay informed about market developments, new investment products, and other factors that can influence the markets. Monitoring financial press, market trends, opportunities, risks, and new investment products will be part of your routine. Additionally, you will be responsible for building and maintaining financial models, generating forecasts, and conducting various analyses like valuation, operational, peer group, and sensitivity analysis. The key requirements for this role include having 3-5 years of experience in Oil & Gas and Real Estate sectors. Education qualifications such as MBA, CFA, or CA are preferred for this position.,

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 new customer acquisition and deliver to the overall revenue growth Prospect potential clients using various direct methods, networking & research Ability to plan, pitch and execute a strategy for a given area Work closely with the product, operations & service teams to address operational & service queries Company Description Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal. We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers. For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2 (Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well). So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you! Show more Show less

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 source new opportunities. Underwrite new investments comprehensively by utilizing analytical skills drawn from quantitative, qualitative, and interviewing techniques to frame and present an investment thesis to senior management. Understand strongly a broad range of financial and investment principles, including portfolio construction, liquidity, options, and risk management. Articulate the investment underwriting process to both external managers and investors while conveying knowledge and credibility. Required qualifications, capabilities, and skills include at least 10 years of relevant investment experience, hands-on experience within hedge fund allocation and equities, strong quantitative/analytical abilities, as well as written/verbal presentation skills, ability to represent the Private Bank to both fund managers, strong teamwork and interpersonal skills, and proven leadership and team management abilities. Preferred qualifications, capabilities, and skills include CFA/CAIA or any progress towards the certification.,

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, including data entry, and initial content production by our teams. Additionally, you will handle aggregate reporting of client performance metrics and various portfolio metrics, providing a high-level overview of client exposures across different client types. Your role will also involve initial manager selection and screening using quant tools for OCIO/MSFO Institutional Private Label UMA and Private Investments, as well as advanced multi-asset class attribution with quarterly investment commentary. To qualify for this role, you should have 6 months to 2 years of relevant work experience for the Analyst position, along with a Bachelor's degree preferably in Computer Science, Math, or Statistics. Strong analytical and quantitative skills, exceptional attention to detail, and an interest in understanding the investment process are essential. You should have knowledge of portfolio management concepts, including asset allocation, portfolio construction, and performance analysis. Proficiency in Microsoft Office tools such as Excel, PowerPoint, and Word is required, and familiarity with Power BI dashboard and reporting, automation, and VBA/Excel Macro knowledge would be advantageous. Experience with databases, data sourcing from multiple systems, and the ability to analyze and summarize data accurately are important. You must demonstrate strong multitasking abilities, work well in a fast-paced environment, possess organizational and project management skills, and display a proactive and hard-working attitude with professional accountability. Collaborative teamwork and effective interaction with other teams across the firm are also key aspects of this role. At Morgan Stanley, you can expect a commitment to maintaining first-class service and high standards of excellence that have defined the company for over 89 years. The core values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back guide the decisions made every day. Working at Morgan Stanley offers you the opportunity to collaborate with talented and innovative individuals in a supportive and empowering environment. The company values diversity and inclusion, supporting employees and their families by providing attractive employee benefits and perks. There are ample opportunities for advancement within the business for those who demonstrate passion and dedication in their work. Morgan Stanley is an equal opportunities employer, dedicated to providing a supportive and inclusive environment where individuals can achieve their full potential. The company's workforce is skilled and creative, with employees representing diverse backgrounds, talents, perspectives, and experiences from global communities. The strong commitment to an inclusive culture is evident through the focus on recruiting, developing, and promoting individuals based on their skills and talents.,

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 proactively within relevant investment universes to source new opportunities. Your role will involve underwriting new investments comprehensively by utilizing analytical skills drawn from quantitative, qualitative, and interviewing techniques to frame and present an investment thesis to senior management. It is essential to understand a broad range of financial and investment principles, including portfolio construction, liquidity, options, and risk management. You will articulate the investment underwriting process to both external managers and investors while conveying knowledge and credibility. Required qualifications, capabilities, and skills: - At least 10 years of relevant investment experience - Hands-on experience within hedge fund allocation and equities - Strong quantitative/analytical abilities as well as written/verbal presentation skills - Ability to represent the Private Bank to both fund managers - Strong teamwork and interpersonal skills - Proven leadership and team management abilities Preferred qualifications, capabilities, and skills: - CFA/CAIA or any progress towards the certification,

You will define the investment strategy and asset allocation based on prevailing market conditions. Stay updated with Equity and Debt markets by reviewing investment reports and participating in con-calls. You will develop and manage fund selection models, conduct product due diligence to understand qualitative aspects, and engage in financial goal setting and planning for clients. Prepare investment proposals accordingly. Ensure asset allocation and construct portfolios, review and rebalance portfolios as needed. Collaborate with the Sales Team to facilitate product penetration through product and research support. Your knowledge should encompass various asset classes like Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Have a deep understanding of Wealth Management products such as Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, and Listed Investments. Familiarity with taxation implications for different investment products is essential. Proficiency in Research and Portfolio Software like Morning Star, Invest well, Bloomberg, etc., is required. Demonstrate strong analytical and interpretative skills, integrity, ability to establish trust, self-drive, teamwork, networking skills, ability to work under time pressure, and meet deadlines. Possess strong Excel sheet and presentation skills. This is a full-time position with a day shift from Monday to Friday. The ideal candidate should have a minimum of 3 years of experience in Wealth Management and Private Banking as well as Investment Portfolio Management. The work location is in person.,

You are a strategic thinker passionate about driving solutions in Hedge Fund Due Diligence. You have found the right team. As a Hedge Fund Due Diligence Professional within our JPMorgan Private Bank, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. Job responsibilities Support the sourcing, underwriting, and monitoring of hedge funds, including data maintenance and analysis. Collaborate with Specialists to comprehensively underwrite new investments using qualitative and quantitative analytical skills. Evaluate potential hedge fund investments across various financial and investment topics, such as portfolio construction, liquidity, options, and risk management. Articulate the investment underwriting process to external managers and investors, conveying knowledge and credibility. Serve as the central contact for third-party hedge fund managers. Maintain and analyze both recurring and bespoke data related to hedge funds. Develop strong relationships with Specialists, Structuring, Portfolio Managers, Operational Due Diligence, and Asset Class Leaders. Represent the Private Bank within the industry with professionalism and expertise. Demonstrate strong teamwork and interpersonal skills in a collaborative environment. Utilize strong quantitative and analytical abilities to support investment decisions. Communicate effectively through written and verbal presentation skills. Required qualifications, capabilities, and skills: At least 4 years of relevant investment experience. Experience within hedge fund allocation and equities. Strong quantitative/analytical abilities as well as written/verbal presentation skills. Ability to represent the Private Bank within the industry. Strong teamwork and interpersonal skills. Preferred qualifications, capabilities, and skills: CFA, CAIA, or MBA preferred but not necessary.

The role is based out of Mumbai and will support a variety of portfolio and performance analytics and reporting responsibilities for the Outsourced Chief Investment Office (OCIO) team, which provides custom portfolio management solutions for institutions & ultra-high net worth investors. You will be responsible for Portfolio/Performance Analytics & Reporting to support the production of quarterly (or monthly) insights for client meeting decks. This includes items such as performance attribution, portfolio & manager level commentary, and other key items. Additionally, you will be running analytics and supporting the creation and maintenance of dashboards used to facilitate the investment process. This involves data entry and initial production of content produced by our teams. You will also be involved in aggregate reporting of client performance metrics and various portfolio metrics (risk analytics, portfolio look-through, etc.), essentially providing a high-level view of client exposures in aggregate with the ability to cut across client types. Furthermore, you will be responsible for initial manager selection and screening using quant tools for OCIO/MSFO Institutional Private Label UMA and Private Investments, as well as advanced multi-asset class attribution with quarterly commentary on investments. Qualifications: - 3 to 5 years (for Associate) of relevant work experience - Bachelors degree, preferably in Computer Science, Math, or Statistics - Strong analytical and quantitative skills, outstanding attention to detail, and an interest in learning about the investment process - Understanding of portfolio management concepts, including asset allocation, portfolio construction, and performance analysis - Excellent written and spoken English, and business communication skills - Proficiency in Microsoft Office: Excel, PowerPoint, and Word. Power BI dashboard and reporting, automation, and VBA/Excel Macro knowledge would be a plus - Familiarity with databases and sourcing data from multiple systems, and the ability to analyze and summarize data confidently and with diligence - Strong ability to multi-task and work in a fast-paced environment - Strong organizational and project management skills - Proactive and hard-working, with strong professional accountability - Ability to work collaboratively as a team player and interact effectively with other teams across the firm At Morgan Stanley, you can expect to work alongside the best and the brightest in an environment where you are supported and empowered. The teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. The company is committed to providing a supportive and inclusive environment where all individuals can maximize their full potential. Additionally, ample opportunities for career growth exist for those who demonstrate passion and grit in their work.,

Job description Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Assistant Vice President Advisory Specialist Business:Wealth & Personal Banking Principal responsibilities Interface closely with Blackrock and internal Information Technology team to develop or enhance Advisory features HSBC is utilizing. Collaborate with various Intel Wealth Premier product teams to incorporate the relevant investment content into the Advisory process. Provide domain expertise to resolve Operational issues from booking centres related to Global Advisory. Manage the quality of advice and the model methodology within the Advisory architecture framework. Resolve advisory topics related to portfolio analytics escalated by the front office. Liaise with other local platform teams to enhance the User Interface/User Experience for the advisory client journey. Perform critical data quality checks to ensure the accuracy and stability of outputs from key platforms like Aladdin, Avaloq & Qliksense. Collaborate with global & regional Advisory team on sales enablement topics and solve topics related to portfolio construction and investment content. Manage risk governance by maintaining Target Operating Manuals and relevant process documents for audit purposes. Monitor and administer shared workspace/mailbox to track and address Advisory related queries. Develop Product Management domain knowledge and effectively manage governance forums like topic specific workstream meetings to commercialize Prism features. Design Management Information dashboards and liaise with data providers in the bank for streamline process. Requirements Degree in finance/business and with other professional accreditations such as Chartered Financial Analyst 8-10 years of experience in Financial services industry specifically within Private Banking and Wealth Management or Asset Management Strong understanding of asset allocation and portfolio construction Strong knowledge across asset classes (traditional and alternatives) and product types (Funds & Structured Products) Has previously been actively involved in building advisory propositions and platforms Knowledge with platforms and systems such as Aladdin, Qlik-Sense and Avaloq. Working knowledge of programming languages like Python Effective with stakeholder management and able to work with teams across locations Ability to be act as subject matter expert and tap on the extended Advisory ecosystem for additional feedback and inputs Strong communication skills required to guide end users in the front office when they have queries on Product Management (Sales enablement and Portfolio Analytics) You'll achieve more at HSBC HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. ...Issued By HSBC Electronic Data Processing (India) Private LTD...

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a crucial role in providing strategic direction and leadership for the Capital Markets and Wealth Management operations, ensuring alignment with the overall business objectives. Your responsibilities will include collaborating with executive leadership to develop and execute plans for optimizing wealth operations efficiency. You will articulate and tailor the value proposition based on client needs and Genpact's differentiation. Leveraging your in-depth knowledge of capital markets, you will drive innovative solutions and identify opportunities for business growth. Staying abreast of market trends, regulatory changes, and emerging technologies affecting the industry will be essential. Furthermore, you will lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement. You will harness digital tools and technologies to enhance trade operations, driving transformation by implementing automation and data analytics solutions. Collaboration for new deal processes, including solutioning, pricing, due diligence, transition, and stabilization, will be a key aspect of your role. Additionally, you will drive digital transformation initiatives within the wealth operations domain and serve as a senior partner concern point for resolving customer and internal issues. The qualifications we seek in you include proven experience in a leadership role within wealth management operations, a strong understanding of investment products and financial instruments, exposure to Global Plus Wealth Management Application, and a Bachelor's degree in finance, business administration, or a related field. You should have experience with areas of Wealth Operations such as Reconciliation, Global Trades, Domestic Trades, Asset Servicing, Asset Transition, and Statement Processing. Moreover, familiarity with financial regulations and compliance requirements relevant to wealth management operations, diverse investment strategies, wealth planning concepts, and implementing compliance frameworks within wealth management processes will be crucial. If you are a dynamic professional with the required qualifications and skills, we invite you to join us in shaping the future of wealth operations at Genpact. Job Details: - Designation: Assistant Vice President - Primary Location: India-Pune - Education Level: Bachelor's / Graduation / Equivalent - Job Posting Date: Sep 26, 2024, 8:27:15 AM - Unposting Date: Oct 26, 2024, 1:29:00 PM - Job Category: Full Time - Master Skills List: Operations,

As a Manager / Senior Manager in Wealth Management (AUM) located in Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai on a Full-Time basis, you will be an integral part of our team, bringing your extensive experience and expertise to cater to high-net-worth clients. Your primary responsibility will involve managing and growing a substantial client portfolio with Assets Under Management ranging from - 20 Crore to - 100 Crore. This role presents a unique opportunity to offer tailored financial solutions to HNIs using a comprehensive platform and resources. Your key responsibilities will include building and nurturing long-term relationships with high-net-worth individuals, conducting thorough financial needs analysis, designing personalized wealth management strategies, and constructing diversified investment portfolios. Additionally, you will provide expert advice on market opportunities, offer holistic financial planning services, identify new business prospects, and ensure compliance with regulatory standards and internal policies. You are expected to demonstrate your proficiency in acquiring and retaining high-net-worth clients, exceeding AUM growth targets, possessing in-depth financial expertise, and communicating complex financial concepts effectively. Your ability to build strong relationships, adhere to ethical standards, drive results, and maintain a proactive approach towards client needs will be crucial for success in this role. If you are a motivated and target-driven professional with a passion for delivering client-focused financial solutions, we encourage you to apply for this opportunity and become a part of our dynamic team. This role offers a flexible schedule, paid sick time, and Provident Fund benefits. This is a Full-Time position that requires in-person work. To apply, please send your resume to Priya1@vanguardhrconsulting.com.,

Experienced and performance-driven Portfolio Managers specializing in quantitative and/or high-frequency trading strategies within the US Equity Markets . Key Responsibilities Design, develop, and manage systematic trading strategies focused on US equities, including intraday, mid-frequency, or high-frequency models. Generate consistent risk-adjusted returns using quantitative, statistical, or machine learning-based techniques. Collaborate with in-house developers, data engineers, and researchers to enhance alpha models and execution systems. Continuously monitor, analyze, and optimize strategy performance, drawdown, slippage, and market impact. Ensure adherence to risk management frameworks, compliance, and capital allocation guidelines. Maintain and scale existing models while researching new strategies or market opportunities. Qualifications & Experience 4+ years of proven track record managing live capital with positive PnL in US equity markets. Strong background in quantitative finance , computer science , mathematics , engineering , or a related field. Deep understanding of market microstructure , execution algorithms , and trading infrastructure. Proficient in programming languages such as Python , C++ , or R ; familiarity with backtesting frameworks and data analysis libraries. Experience working with low-latency systems, co-location, and direct market access (DMA) setups is a plus. Strong grasp of risk management principles , portfolio construction, and capital efficiency.

At Goldman Sachs, Engineers play a crucial role in making things possible. You will have the opportunity to connect people and capital with ideas, solve challenging engineering problems for clients, and contribute to building massively scalable software and systems. As part of our engineering teams, you will architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning in combination with financial engineering to turn data into actionable insights. The dynamic environment at Goldman Sachs requires innovative strategic thinking and immediate, real solutions. If you are someone who wants to explore the boundaries of digital possibilities, this is the place to start. Goldman Sachs Asset Management provides innovative investment solutions through a global, multi-product platform. As a top 10 global asset manager, we maintain a leadership position across asset classes and key market segments. Your success will be driven by collaborating with a global team of talented professionals to deliver innovative client solutions. As a Quantitative Strategist at Goldman Sachs, you will work closely with bankers, traders, and portfolio managers on complex financial and technical challenges. Your responsibilities will include developing quantitative analytics and signals using advanced statistical techniques, improving portfolio construction processes, and implementing fund management models. You will also be involved in building sustainable production systems, providing quantitative analytics to optimize investment structure, pricing, returns, and capital sourcing, and partnering globally to create quantitative modeling-based solutions. Basic qualifications for the role include a Bachelor's or Master's degree in a quantitative discipline, strong mathematical understanding, proficiency in coding solutions to quantitative problems, and experience in developing finance and statistics-based applications. Additionally, you should have strong written and oral communication skills, the ability to work in a team environment, and a passion for delivering technology solutions in a dynamic business environment. Goldman Sachs is committed to fostering diversity and inclusion within its workplace and beyond, providing opportunities for professional and personal growth. We offer benefits, wellness programs, personal finance offerings, and mindfulness programs to support our employees. If you are a candidate with special needs or disabilities, we are committed to finding reasonable accommodations during the recruiting process. Join us at Goldman Sachs, where we commit our resources to help clients, shareholders, and communities grow, and where every individual has opportunities to thrive both professionally and personally.,

Who We Are At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. At Goldman Sachs, our Engineers don t just make things - we make things possible. We change the world by connecting people and capital with ideas and solve the most challenging and pressing engineering problems for our clients. Our engineering teams build scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Engineering, which is comprised of our Technology Division and global strategist groups, is at the critical center of our business. Our dynamic environment requires innovative strategic thinking. Want to push the limit of digital possibilitiesStart here. Goldman Sachs Asset Wealth Management As one of the worlds leading asset managers, our mission is to help our clients achieve their investment goals. To best serve our clients diverse and evolving needs, we have built our business to be global, broad and deep across asset classes, geographies and solutions. Goldman Sachs Asset Wealth Management is one of the worlds leading asset management institutions. AWM delivers innovative investment solutions managing close to Two Trillion US Dollars on a global, multi-product platform. In addition to traditional products (e.g. Equities, Fixed Income) our product offering also includes Hedge Funds, Private Equity, Fund of Funds, Quantitative Strategies, Fundamental Equity and a Multi-Asset Pension Solutions Business. Software is engineered in a fast-paced, dynamic environment, adapting to market and customer needs to deliver robust solutions in an ever-changing business environment. AM Data Engineering builds on top of cutting edge in-house and cloud platforms complimented with a strong focus on leveraging open source solutions. Business Overview The External Investing Group ( XIG ) provides investors with investment and advisory solutions across leading private equity funds, hedge fund managers, real estate managers, public equity strategies, and fixed income strategies. XIG manages globally diversified programs, targeted sector-specific strategies, customized portfolios, and a range of advisory services. Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, secondary-market investments, co-investments, and seed-capital investments. With over 350 professionals across 11 offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Goldman Sachs market insights and risk management expertise. We extend these global capabilities to the world s leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices, for which we invest or advise on over $300 billion of alternative investments, public equity strategies, and fixed income strategies. What We Do Within Asset Management, Strategists (also known as Strats ) play important roles in research, valuation, portfolio construction, and risk management analytics. A Strategist will apply quantitative and analytical methods to come up with solutions that are accurate, robust, and scalable. Strats are innovators and problem-solvers, building novel and creative solutions for manager selection, portfolio construction, and risk management. You will develop advanced computational models, architectures, and applications to meet the challenges of a rapidly growing and evolving business. Strats collaborate across the business to develop solutions. These daily interactions with other team members across geographies demand an ability to communicate clearly about complex financial, business, and mathematical concepts. We look for creative collaborators who evolve, adapt to change, and thrive in a fast-paced global environment. Basic Qualifications Outstanding background in a quantitative discipline, with excellent analytical, quantitative, and problem-solving skills, and demonstrated abilities in research and data visualization Programming expertise in a scripting language (e.g. Python, R, Matlab) Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts Creativity and problem-solving skills Ability to work independently and in a team environment 3+ years of applicable experience

Who We Are At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. At Goldman Sachs, our Engineers don t just make things - we make things possible. We change the world by connecting people and capital with ideas and solve the most challenging and pressing engineering problems for our clients. Our engineering teams build scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Engineering, which is comprised of our Technology Division and global strategist groups, is at the critical center of our business. Our dynamic environment requires innovative strategic thinking. Want to push the limit of digital possibilitiesStart here. Goldman Sachs Asset Wealth Management As one of the worlds leading asset managers, our mission is to help our clients achieve their investment goals. To best serve our clients diverse and evolving needs, we have built our business to be global, broad and deep across asset classes, geographies and solutions. Goldman Sachs Asset Wealth Management is one of the worlds leading asset management institutions. AWM delivers innovative investment solutions managing close to Two Trillion US Dollars on a global, multi-product platform. In addition to traditional products (e.g. Equities, Fixed Income) our product offering also includes Hedge Funds, Private Equity, Fund of Funds, Quantitative Strategies, Fundamental Equity and a Multi-Asset Pension Solutions Business. Software is engineered in a fast-paced, dynamic environment, adapting to market and customer needs to deliver robust solutions in an ever-changing business environment. AM Data Engineering builds on top of cutting edge in-house and cloud platforms complimented with a strong focus on leveraging open source solutions. Business Overview The External Investing Group ( XIG ) provides investors with investment and advisory solutions across leading private equity funds, hedge fund managers, real estate managers, public equity strategies, and fixed income strategies. XIG manages globally diversified programs, targeted sector-specific strategies, customized portfolios, and a range of advisory services. Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, secondary-market investments, co-investments, and seed-capital investments. With over 350 professionals across 11 offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Goldman Sachs market insights and risk management expertise. We extend these global capabilities to the world s leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices, for which we invest or advise on over $300 billion of alternative investments, public equity strategies, and fixed income strategies. What We Do Within Asset Management, Strategists (also known as Strats ) play important roles in research, valuation, portfolio construction, and risk management analytics. A Strategist will apply quantitative and analytical methods to come up with solutions that are accurate, robust, and scalable. Strats are innovators and problem-solvers, building novel and creative solutions for manager selection, portfolio construction, and risk management. You will develop advanced computational models, architectures, and applications to meet the challenges of a rapidly growing and evolving business. Strats collaborate across the business to develop solutions. These daily interactions with other team members across geographies demand an ability to communicate clearly about complex financial, business, and mathematical concepts. We look for creative collaborators who evolve, adapt to change, and thrive in a fast-paced global environment. Basic Qualifications Outstanding background in a quantitative discipline, with excellent analytical, quantitative, and problem-solving skills, and demonstrated abilities in research and data visualization Programming expertise in a scripting language (e.g. Python, R, Matlab) Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts Creativity and problem-solving skills Ability to work independently and in a team environment 3+ years of applicable experience

What We Do Within Asset Management, Strategists (also known as Strats ) play important roles in research, valuation, portfolio construction, and risk management analytics. A Strategist will apply quantitative and analytical methods to come up with solutions that are accurate, robust, and scalable. Strats are innovators and problem-solvers, building novel and creative solutions for manager selection, portfolio construction, and risk management. You will develop advanced computational models, architectures, and applications to meet the challenges of a rapidly growing and evolving business. Strats collaborate across the business to develop solutions. These daily interactions with other team members across geographies demand an ability to communicate clearly about complex financial, business, and mathematical concepts. We look for creative collaborators who evolve, adapt to change, and thrive in a fast-paced global environment. Basic Qualifications Outstanding background in a quantitative discipline, with excellent analytical, quantitative, and problem-solving skills, and demonstrated abilities in research and data visualization Programming expertise in a scripting language (e.g. Python, R, Matlab) Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts Creativity and problem-solving skills Ability to work independently and in a team environment 2+ years of applicable experience

Asset & Wealth Management As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2.7 trillion in assets under supervision. Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. Job Responsibility Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset & Wealth Management Division at Goldman Sachs. It designs and develops comprehensive investment solutions customized to meet the investment objectives and relevant constraints of clients. Core responsibilities that the analyst would support include: Building portfolios including designing and constructing them, that involves strategic asset allocation, investment selection and risk / performance oversight and evaluation. Managing portfolios in line with client guidelines, internal investment policies and regulatory constraints. Tradingacross various asset classes (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Structuring trades to manage hedging and flow considerations in line with internal risk management policies. Leadingcomplex portfolio events including fund launches and portfolio restructures. Creatingand communicating materials for existing clients and prospects such as pitch books, requests for proposals and additional analysis across asset classes. Workingwith distribution channels, senior portfolio managers and internal team to drive business opportunities. Basic Qualification At Goldman Sachs, we think who you are makes you better at what you do. We seek out people with all types of skills, interests and experiences. Curious, collaborative and driven Let's chat. Here are some of the qualities we look for: MBA or Masters degree preferred 1 to 4 years of prior work experience in finance or financial qualifications (such as CFA) preferred Quantitative / Analytical mindset Strong Sense of Teamwork Intellectual Curiosity, Passion and Self-Motivation Integrity, Ethical Standards and Sound Judgment

Department ISS Delivery Level 6 About your role Fidelity is embarking on a number of strategic programmes of work that will create an end to end solution to enable the next evolutionary stage of our Investment Management Business. These programmes span across asset classes and include Research, Sustainable Investing, Quant and Systematic Investing, Portfolio Construction, Order Generation and Execution Management, and Invesment Risk and Analytics. The successful candidate will join our front office technology and change team delivering change to Equity, Fixed Income, Solutions & Multi Asset businesses. As a business analyst, you will be responsible for: Leading engagements with key stakeholders across the global investment team Collaborating with counterparts (architects, engineers and other analysts) across geographical locations Producing high quality documentation covering requirements gathering, business analysis & business processes mapping and optimisation Managing end-to-end delivery of projects from inception through to completion Providing support and training to users on the best use of technology platforms and tools Preparing presentation material for senior leadership and to support project status monitoring & reporting About you With a solid background in the analysis, design and implementation of complex investment management technology solutions, youre the specialist we need. You: have preferably 8+ years of experience within investment management technology (or related field) covering portfolio management, portfolio construction, order generation & portfolio monitoring. have experience of end-to-end systems implementation from specification through to deployment have experience of market-leading portfolio management tools such as Charles River Development (CRD) and Aladdin have experience working with stakeholders and teams across a business and at all levels know how to get complex ideas across to non-technical audiences have sound problem-solving and team-building skills. have a relevant degree level education with professional qualifications (CFA, FRM, CIPM) advantageous.