10066 Portfolio Management Jobs - Page 15

Mid-level Business Analyst required for Products team. Key focus on private debt/credit products with responsibilities spanning requirement elicitation, stakeholder management, and IT collaboration for product development. Offers strong asset management exposure and growth opportunities. Role Requirements Category Specifications Domain Expertise : - Asset Management background preferred Private debt/credit experience essential Fund operations knowledge advantageous Core Responsibilities : - Requirement elicitation & documentation Stakeholder management across teams IT liaison for product development Data analysis & insights generation Technical Skills : - Strong analytical capabilities Data ...

Your role and responsibilities The Product Manager for Business & Product Analytics will drive data-driven product decisions, cross-functional alignment, and execution excellence for New Product Introduction s (NPIs) and New Feature Introduction s (NFIs) and other strategic Cross-functional projects This role bridges strategy and delivery "” ensuring product initiatives are planned, measured, and executed effectively across multiple functions including Product Management, Engineering, Design, Product Marketing, Sales, and Customer Success. Impact of the Role This role ensures IBMs Middleware and Integration products deliver measurable business impact through: Stronger visibility into product...

—The role will require you to engage with potential clients, schedule meetings, and assist in the preparation of presentations —Client research, business development, prospecting, follow-up & organizing sessions Required Candidate profile —Graduate fresher —Excellent comms to engage clients effectively via email, calls & social media — Basic understanding & eagerness to learn prospecting, follow-up & client engagement strategies Perks and benefits Fixed Salary+ Insurance+ Incentives

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Portfolio Manager :R&D and Resource Management(business Management(Business Transformation) Portfolio and Resource Management team is responsible for efficiency and level of maturity of execution for the R & D Portfolio. The candidate will be responsible for bringing about Business orientation to EOLE applicationsand defining requirements of evolutions by directly interfacing with the customer. Major contributor to Capability process: Managing requests throughout the process to project definition, Contribute to Agile Governance to evolve tools to meet new requirements coming from adaption of lean practices. Required Candidate profile Project management, ideally with some background in Softwa...

Position Responsibilities Sr. Key Responsibilities (Please mention all the responsibilities expected from the incumbent to perform) 1 Work closely with Cluster & Segment TL on NR Portfolio Growth & Acquisition 2 Drive NR Acquisition team on NTB Acquisitions 3 Support Segment RMs on NR Acquisition/ ERV Portfolio, Generating FX income leads through FCNR forwards & Cross Sell 4 Conduct Periodic Training & Engagement session with Branch & Segment RMs/TL 5 Track Quality parameters on Funding, Activation & work on Improving Portfolio Quality Qualifications and Experience Requirement Qualifications Essential MBA /Post-Graduate Experience Essential 5 to 6 years in NR Channel / Product/Sales role Ski...

City Head Team leader? Y Team Size: 3-5 Grade: Vice President Business: RETAIL BANKING Department: Retail Liability Products & Fees Sub - Department: FEES Location: Respective Regional / Circle Office About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role The City Head Wealth Specialists is a senior sales leadership ro...

Key Responsibilities: Client Advisory & Investment Solutions: Review clients financial information and investment goals to provide tailored solutions in collaboration with the Research and Advisory team Align service delivery to ensure an enhanced client experience Conduct risk profiling for all mapped clients and recommend investment products based on their risk appetite Business Development & Portfolio Growth: Track HNI/Ultra HNI segments for new client acquisition Formulate and implement outbound and inbound sales plans to increase client base and portfolio size Achieve growth in relationship value, revenue, and client stickiness Drive product-wise targets and cross-sell relevant wealth p...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

IS Organizational Effectiveness Manager What you will do In this vital role you will work with product and platform teams across the organization to facilitate and improve processes, coach on Scaled Agile Framework (SAFe) to improve delivery of value. The IS Organizational Effectiveness Mgr interacts with the organizations Product Teams, Platform Teams, Portfolio Management and Communities of Practice to continuously improve standards, processes, and automation enablers that accelerate staff and team SAFe maturity and overall business agility. Lead the implementation and adoption of the Scaled Agile Framework (SAFe) across the organization. Assess current states of Agile maturity, identify a...

Role Purpose Accountable for managing the assigned product category (plumbing/sanitary/drainage/agriculture) and delivering top and bottomline growth for the category. Responsible for end-to-end management of the existing portfolio, defining value propositions, and developing a category plan, including an innovation roadmap. Working in close coordination with the NPD, R&D, Brand marketing, Sales and Production teams. Key Responsibilities/Accountabilities Portfolio Management 1. Responsible for end-to-end management of products and services in assigned portfolio: range management (no. of SKUs, extensions), packaging, inputs on pricing, technical product literature preparation etc. 2. Track sa...

As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations...

Role Purpose Direct Reports: Accountable for Strategy planning and execution for Infra & Industrial Segment ensuring top-line and bottom-line growth is delivered. Responsible for end-to-end management of the Segment Strategy, related portfolio, Segment value propositions, and developing a Segment plan aligned with Product Category plans. Working in close coordination with the Innovation, Sales and Manufacturing teams. Area Key Responsibilities/Accountabilities Role Specifications Portfolio Management: 1.Responsible for end-to-end management of Systems and services in for Segment 2.Track sales and margin growth, Segment trends and propose corrective actions 3.Define Segment Value proposition ...

Role Description Role Description:As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and...

Job Description: Investment Analyst Role Overview We are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all aspects of the investment process. --- Key Responsibilities Public Equity (Detailed KRAs) Maintain detailed trackers for core and watchlist stocks (quarterly financials, price movements, key ratios). Prepare concise earnings summaries and management commentary post-results season (2–3 pager format). Track news flow, regulatory updates, an...

Role & responsibilities Managing team of Credit managers Credit Appraisal Underwriting/recommending of proposals for non-collateral/collateral backed education loan Process & Initiatives Understanding process and policies and implementing the same to ensure smooth transactions Training- Provide training to internal team and channels/DSTs. Provide regular training to outsource agencies so that they work in synergy with the companies policies and norms Delinquency Management for the entire State Portfolio Management Monitoring the performance of portfolio and suggest changes to adapt to maintain the quality of portfolio Vendor / Cost management managing the outsource agencies and ensure TAT is...

Job description: Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies. Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address c...

You will be working at our MFD office to manage accounts, transactions, and sales. Your responsibilities will include conducting financial investment account keeping, investment account creation, and developing knowledge of financial investment, stock market, and personal finance. Responsibilities: - Research industry and market dynamics - Conduct modeling and financial analyses - Participate in writing financial reports - Monitor and manage the performance of portfolio companies Qualifications: - Bachelor's degree or undergraduates - 0 - 1 year professional working experience - Strong communication and computer skills,

Strong financial modelling skills and maturity to understand critical deal terms. Experience at an investment bank with solid transaction experience across a range of transaction types who can independently lead transaction execution including investor reach out and pitches, negotiation of terms working with vendors, and advising and finalizing definitive documents and closing. Deal closure experience. Demonstrated experience in managing day-today aspects of client relationships and transactions with superior attention to detail and quality deliverables. Develop valuation for complex transactions across a variety of sectors. Impeccable research, quantitative and analytical skills, especially...

As a member of the Reporting & Performance (R&P) department at Oaktree, you will play a crucial role in delivering top-notch, technology-enabled analyses and reporting to both current and prospective investors, as well as portfolio management professionals globally. Your expertise will be focused on the various instruments and markets in which Oaktree operates, with a particular emphasis on closed-end and evergreen strategies such as Private Credit, Opportunistic Credit, Special Situations, and Real Estate. Working closely with deal teams and the middle and back office, you will ensure that investment transactions accurately reflect their economic substance according to booking guidelines. Y...

Job Description: You will be responsible for developing and delivering local implementation of the positioning for premium brands, driving sustainable brand growth, brand awareness, equity, consumer engagement, and brand profitability through various marketing activities such as ATL, sampling, and engaging consumer and channel programs. Key Responsibilities: - Deliver Brand targets through sound financial planning, project resource management, alignment of systems and processes, and effective direction of brand advocacy activity to ensure efficient utilization of A&P. - Create and deliver brand ideas through a 360 approach including ATL, on-ground properties, trials, PR, and Influencer Progr...

Job Description: As an applicant for the position at Aventus, you will be responsible for contributing to the success of the company through your skills and expertise. Your role will involve the following key responsibilities: - Collaborate with team members to achieve project goals - Develop and implement creative solutions to technical challenges - Conduct thorough testing and debugging of software applications - Stay updated on industry trends and technologies - Communicate effectively with stakeholders to ensure project success Qualifications required for this position include: - Bachelor's degree in Computer Science or related field - Proficiency in programming languages such as Java, P...

Job Description: As an applicant for the position, you will be part of a dynamic team at Aventus. Your responsibilities will include: - Collaborating with team members to achieve project goals - Developing and implementing new strategies for business growth - Providing excellent customer service to clients - Analyzing market trends and competitor activities - Generating reports and presentations for management review To qualify for this role, you should possess: - A Bachelor's degree in Business Administration or a related field - 2+ years of experience in sales or marketing - Strong communication and interpersonal skills - Proficiency in Microsoft Office suite - Ability to work independentl...

As an underwriter in the mortgage business at the assigned branch/location, your role involves reviewing a variety of complex loan applications, making decisions, and recommending approvals based on guidelines. Your core responsibilities include: - Reviewing and assessing loan applications within defined guidelines - Underwriting proposals according to policies and procedures - Conducting personal discussions with customers to establish creditworthiness - Analyzing income to obligation ratios and loan to value ratios - Maintaining Portfolio MIS and other related reports - Building effective relationships with clients and third parties - Addressing client queries and challenges effectively - ...

Role Overview: You will be a part of the Accounting Service Management team, ensuring accurate and timely delivery of accounting services including onboarding, instrument setup, change management, reconciliations, and query resolution. Your role will involve coordinating with internal stakeholders, understanding portfolio accounting, and proactively improving service, automation, and operational risk management. Key Responsibilities: - Ensure accurate application of accounting methodology during client onboarding and mandate restructures, including system configuration (Aladdin, VRS, Performance architecture). - Ensure correct accounting methodology is applied during new instrument setup wit...