10066 Portfolio Management Jobs - Page 10

Job Description Summary The Senior Portfolio/Program Manager is responsible for ensuring the success of sustaining engineering programs within the Specimen Management (SM) business at BD. Specifically, the candidate will demonstrate best practices in cross functional team to drive excellence in areas such as portfolio management, project tracking, leadership communication. This leader will serve both the Lab Specimen Management platform and the Specimen Acquisition platform and will drive successful portfolio management and project execution globally. Job Description RESPONSIBILITIES: The role will require a unique blend of portfolio and program management knowledges. The candidate will be e...

Role Overview: Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join DWS as an Investment Risk Senior Risk Analyst in Mumbai, India. At DWS, you can be part of an industry-leading firm with a global presence, lead ambitious opportunities, and shape the future of investing. As part of the Chief Risk Office, the Investment Risk team is responsible for independent oversight of investment risk of DWS fiduciary portfolios, designing and executing risk programs to identify, measure, control, and manage market, liquidity, sustainability, and counterparty r...

As a Corporate Salary Proposition Manager at HSBC, your role involves driving the strategy for the RBWM corporate salary proposition in the allocated market. Your key responsibilities include: - Acquiring and maintaining relationships with corporates to increase product penetration by engaging with Key Influencers. - Ensuring the quality of acquired corporates aligns with the bank's strategic focus. - Collaborating with Group businesses and central teams to enhance HSBC product penetration within corporate employees. - Managing portfolio profitability by aligning sourcing strategy with target customer segments. - Developing a robust, diligent, and compliant sales channel. - Liaising with pro...

Job Description: As a Portfolio Quality Analyst at the leading global investment management firm, AB, you will support Associate Portfolio Managers in ensuring accurate and efficient portfolio decisions. Your role will involve working across all asset classes and collaborating closely with teams throughout the AB enterprise, including Operations and Technology teams. You must show an interest in financial markets and develop a deep understanding of the products, operational policies, and procedures. Key Responsibilities: - Perform start-of-day quality control checks to verify data accuracy and integrity - Assist in reviewing portfolios to identify strategy dispersion, validate lifecycle even...

As a Cluster Head / Regional Head - Private Wealth at our client, a leading NBFC, located in New Delhi, your role involves managing and expanding the portfolio of private wealth clients. You will oversee a team of wealth managers and ensure high-quality service delivery. Your responsibilities include: - Experience in private wealth management, portfolio management, and client relationship management - Proven track record of achieving financial targets and business growth - Strong leadership and team management skills - Excellent knowledge of financial products, market trends, and regulatory requirements - Helping the teams establish strong ties with clients by designing & implementing their ...

Job Description: As an Investor at the company located in Veraval, your role will primarily involve evaluating investment opportunities, conducting market research, building financial models, and supporting portfolio management decisions. You will be responsible for analyzing market trends, maintaining close communication with stakeholders, and creating strategic recommendations. Your strong decision-making skills and ability to manage financial risks effectively will be crucial for success in this role. Key Responsibilities: - Evaluate investment opportunities - Conduct market research - Build financial models - Support portfolio management decisions - Analyze market trends - Maintain close...

As a candidate for the role at a leading BPO client in Hyderabad and Bengaluru, you will be responsible for the following: Role Overview: You will be accountable to all internal and external stakeholders for the specific engagement under your supervision. Your key responsibilities will include managing claim personnel, such as hiring, training, performance assessment, planning, workload delegation, coaching, and motivation to enhance the quality and quantity of work. Additionally, you will be required to ensure a deep understanding of practice and portfolio objectives, driving the strategy for the assigned portfolio, providing regular status updates, and tracking KPIs/metrics related to proj...

Role Overview: As a Specialist in the Governance and Compliance team of Global Real Estate at Accenture, you will play a crucial role in ensuring adherence to global real estate policies. Your responsibilities will include processing Real Estate approvals, identifying any red flags, collaborating with different teams, preparing reports and presentations, and ensuring key performance indicators (KPIs) are met. Key Responsibilities: - Processing Approvals: Review all approvals to ensure alignment with policies. Flag any missing or incorrect information/documents and take necessary actions for updates. - Stakeholder Management: Provide timely responses and coordination to keep stakeholders info...

As an Intellectual Property (IP) Analyst at Air Distribution Technologies Inc., your role will involve collaborating closely with engineers and business teams to identify innovations, assess patentability, and assist in IP strategy development. You will support negotiations with third-party partners and ensure effective management of IP-related processes. While the role focuses on IP strategy, portfolio management, and collaboration with outside counsel, it also requires a strong understanding of patent preparation and prosecution. Key Responsibilities: - Collaborate with engineers and business teams to identify innovations and assess patentability - Assist in the development of IP strategie...

As a Credit Underwriter in our company, you will play a crucial role in managing end-to-end credit underwriting and portfolio management for a high-yield credit portfolio spanning various sectors. Your responsibilities will include: - Underwriting, structuring, and recommending credit proposals for complex and high-yield transactions, while balancing risk and return objectives. - Managing underwriting for diverse asset classes such as term loans, NCDs, lease rental discounting, promoter funding, and HoldCo lending. - Collaborating with legal, technical, treasury, and risk teams throughout the deal structuring, documentation, and closure process. - Conducting continuous portfolio monitoring t...

As a Wealth Manager at Merits Capital Private Limited, you will play a crucial role in leveraging your existing client base to generate new sales opportunities and expand business relationships. Your responsibilities will include developing and implementing strategies to achieve sales targets, building strong and long-term relationships with clients, and understanding their financial needs to promote suitable products and services. You will also provide exceptional customer service, collaborate with internal teams to resolve client issues, and stay updated on industry trends to identify new growth opportunities. Key Responsibilities: - Leverage your existing client base to generate new sales...

As a Portfolio Manager, your primary role is to lead the portfolio management team in delivering successful projects while ensuring alignment with controls, governance standards, and strategic objectives of the organization. Your key responsibilities include: - Leading the portfolio management team by setting the portfolio vision, managing portfolio performance, and providing guidance to portfolio analysts. - Monitoring portfolio performance by tracking project progress, managing budgets, identifying risks and issues, and reporting to senior management. - Managing portfolio documentation such as the portfolio book of work, schedules, and budgets to ensure accuracy and up-to-date information....

As a Data Analyst - Technical Business Analyst at EY, your role will involve understanding Aladdin, including the data model, to work on Aladdin data related to the Security master domain, IBOR domain, data integration, imports, and exports. You will play a crucial part in defining the target operating model for supporting the Aladdin implementation, looking across processes, defining ownership, controls, notifications, and error handling. Your sectorial experience in financial services and capital markets, along with domain knowledge on different asset classes across front office, middle office, and back office for both buy and sell sides of the business, will be valuable. Key Responsibilit...

As a Specialist in the Global Real Estate Governance and Compliance team at Accenture, your role will involve ensuring adherence to global real estate policies. You will be responsible for processing Real Estate approvals, tracking any red flags, and collaborating with different teams to ensure smooth processing of approvals. Your key responsibilities will include: - Processing Approvals: Reviewing all approvals to ensure alignment with policy and flagging any missing or incorrect information/documents for necessary action. - Stakeholder Management: Providing timely responses and coordination to keep stakeholders well informed. - Reporting: Ensuring the approval tracker, log, and any ad hoc ...

Immediately looking for Wealth Manager/Portfolio Manager (Pan-India). Candidate must have strong Wealth Product Knowledge. Should be Fluent in English. Locations:- Mumbai, Delhi/NCR, Chennai. Experience :- 04 Yrs -15 Yrs

Key Roles And Responsibilities Customer Acquisition & Sales: Source new customers for Current Account and Savings Account (CASA) through various channels like cold calls, referrals, and walk-ins. Achieve monthly and quarterly CASA sales targets set by the bank. Cross-sell banking products such as FD, RD, insurance, mutual funds, and other retail assets. Relationship Management: Build and maintain strong relationships with high-value customers. Provide personalized banking solutions to enhance customer satisfaction and loyalty. Ensure high levels of customer service and query resolution. Portfolio Management: Manage and grow the portfolio of CASA customers. Monitor account activity to identif...

1. Candidate should have depth knowledge of Equity Market 2. Knowledge of Equity Research and Balance Sheet Analysis 3. Have managed the Investment portfolio, specifically Equity 4. Should have good communication skill Job Location: BKC

Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Wealth Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 9003875895 MAIL :- anusha@avaniconsulting.com Role & responsibilities Job Description: Direct Responsibilities • Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. • Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. • Create an incremental SIP Book • Will be responsible for achieving New ...

Hiring: Sr Manager / Chief Manager / AVP Wealth Management Locations: Delhi (Connaught Place, Bhikaji), Noida/Gurgaon, Bangalore, Chennai, Hyderabad, Mumbai, Kolkata, Pune INDIVIDUAL CONTRIBUTOR ROLE Budget: 15 to 28 LPA (Fixed) Key Responsibilities: Develop and provide client solutions based on individual requirements Conduct regular follow-ups with leads and share updates/news articles Expand client base through new clients and referrals, building AUM Initiate timely portfolio reviews for existing investors Upsell and cross-sell products, keeping clients updated on market trends Share research papers, scheme updates, and other relevant information with clients Conduct marketing activities ...

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

Role & responsibilities - Relationship Manager Project and Structured Finance will drive business development by identifying and acquiring corporate clients, intermediaries, and bankers to expand the loan book of Project and Structured Finance line of business and strengthen organisations market presence. Identify business development opportunities (prospective lead generation, client engagement, need articulation, solution fitment, relationship maintenance) Day-to-day client engagement, information requests Execute individual responsibilities effectively Work closely with Credit, Risk and Operations teams to ensure smooth execution of transactions Drive deal closures to revenue growth Sales...

Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

Were hiring a Wealth Relationship Manager at Zomint , a SEBI-registered, tech-led advisory by the founders of Bekifaayati . Build MF-centric portfolios, give honest financial advice, and help clients grow wealth—no ULIP pushing, no sales targets.

Aladdin BA- Data and Interface Job purpose The Data Analyst Technical Business Analyst that understands Aladdin including the data model to work on Aladdin data.(Security master domain, IBOR domain, Data integration, Imports and Exports) Mandatory skills Strong understanding of Aladdin including the data model to work on Aladdin data imports and exports Understands Aladdin data model to work on Aladdin data to work on Aladdin data focused on the IBOR domain and Aladdin Accounting. Helps to define the target operating model for supporting the Aladdin implementation with ability to look across the processes, define ownership, controls, notifications and error handling. Sectorial experience in ...