7284 Portfolio Management Jobs - Page 34

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client st...

Analyze market trends, qualify investment opportunities and build strong investment cases Perform in-depth due diligence on potential investment opportunities Build financial models and sensitivity analyses Actively participate in the investment process Develop relationships with investors, intermediaries and other ecosystem participants in connection with origination, due diligence and portfolio management Passionate and committed to make a difference through impact investing Entrepreneurially minded, detail-oriented and a strong team player with the ability to multi-task and work with founders Desire to work in a highly collaborative environment with a creative and problem-solving mindset ...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

The Mid Market and Supply Chain function is responsible for financing the short-term, medium-term, and long-term working capital and supply chain needs of SMEs through a suite of customized products with varied tenures. The key business metrics for success include loan book size, profitability, and a zero-tolerance approach to delinquency. A strong understanding of business finance, loan structuring techniques, and credit administration is essential to building credibility with customers and gaining a competitive edge. Deep knowledge of local market dynamicsincluding specific occupations/trades, industries, and local financial and investment preferencesis critical for structuring loans effec...

The Mid Market and Supply Chain function is responsible for financing the short-term, medium-term, and long-term working capital and supply chain needs of SMEs through a suite of customized products with varied tenures. The key business metrics for success include loan book size, profitability, and a zero-tolerance approach to delinquency. A strong understanding of business finance, loan structuring techniques, and credit administration is essential to building credibility with customers and gaining a competitive edge. Deep knowledge of local market dynamicsincluding specific occupations/trades, industries, and local financial and investment preferencesis critical for structuring loans effec...

Lead and Conversion Management - Lead Management, Tracking & Conversion Mechanism of PAPQ. Portfolio Management - Tracking portfolio movement and retention efforts, Portfolio performance monitoring, Portfolio Dashboards and MIS, Retention Program & Strategy, PDD management, Publishing 0-6 MOB delinquency MIS Contests and Performance Tracking - Daily Contest update on Employees, Identifying weekly and monthly performers and publishing the data, Monthly and quarterly Contests, Publishing the data of employees who are falling short of achievement and highlighting the key points which can enable them to earn incentive, Publishing performance data of employees with zero login and disbursement Tea...

As an Analyst in US Mortgage Loan Servicing at our company, you will be an integral part of the team that offers Asset and Portfolio Management support to our USA client in the Private Hard Money Mortgage Lending industry. Your responsibilities will include: - Assisting the Servicing Manager in tasks such as: - Onboarding loans with Clients 3rd Party Servicer - Assisting in note/mortgage loan selling process - Preparing Mortgage Loan assignments and releases - Daily Loan Maintenance which involves: - Auditing new loan setups - Reviewing ACH forms for completeness - Conducting Quality Control Audits of new loans - Tracking corrections and trailing documents - Maintaining customer accounts in ...

As a highly driven and entrepreneurial professional in the financial services industry, you will be responsible for leading and executing new business initiatives in the Lead Generation, Credit Cards, and Insurance verticals. Your role will involve owning the end-to-end journey from identifying opportunities to market launch, scaling, and optimization, while collaborating cross-functionally with Product, Risk, Marketing, Partnerships, and Operations teams. Key Responsibilities: - Identify market trends, customer needs, and revenue opportunities in the credit cards & insurance space. - Build business cases, financial projections, and product propositions. - Lead strategic partnerships with ba...

The Role requires Expansive Design and Engineering Knowledge and Competency in the Domain of HV Switchgears. You will be required to Lead the Design and Engineering Effort and manage the Engg team and as well lead the Development and Transformation of the Portfolio of High Voltage Circuit Breakers. You will be required to Define and Lead the relevant Type testing of the products involved, relevant Transfer of Products, Management of the ERP Configurators and Engineering Information Database for the Unit. You will also lead the collaboration efforts with the various Local and Global Technical Interfaces in the R & D and Technology teams and lead the overall secondary engineering as well for t...

Role Overview: NCheng LLP (NC) is a multicultural Certified Public Accounting and Consulting firm, providing a full range of assurance, accounting, tax, technological implementation, and fiscal management services. The firm specializes in assisting non-profit organizations in resolving accounting, management, and regulatory compliance issues. As part of the team at NC, you will have the opportunity to gain experience in portfolio management, client relationship building, and leadership and team development skills. Key Responsibilities: - Supervise the assigned NC accounting team, ensuring the integrity of the general ledger and maintaining and improving client relationships. - Oversee or pre...

As a Wealth Relationship Manager at a reputed company in India, your role will involve: - Building and maintaining strong, long-term relationships with a portfolio of high-net-worth clients. - Understanding clients" financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. - Conducting regular portfolio reviews and recommending adjustments based on market conditions and client needs. - Working closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. - Proactively identifying new business opportunities through referrals, networking, and cross-selling. - Staying up...

Who we are looking for We seek a results-driven professional with a strong background in testing within large-scale, client-facing transformation programs. The Alpha Global Testing Practice focuses on strategy, planning, execution, and management of end-to-end platform testing during Alpha implementations. These programs span front, middle, and back office operations and involve complex data flows across State Street, Charles River Development, clients, and industry partners. Why this role is important to us Alpha is the industry's first global interoperable platform connecting the front, middle, and back office under one provider. Rigorous end-to-end testing of Alpha's applications, data, a...

Role Overview: As a Credit Appraiser for Commercial Vehicles, your primary responsibility will be to conduct credit appraisals for loan applications. You will also be accountable for maintaining a high-quality portfolio and ensuring that the credit assessment targets are met within the specified Turnaround Time. Additionally, you will be in charge of overseeing Audit and Regulatory compliance at the location. Your role will involve coordinating with RCU verification vendors under the guidance of the RCM and making sound lending decisions based on thorough assessments. Key Responsibilities: - Conduct credit appraisals for loan applications of Commercial Vehicles - Maintain a high-quality port...

Job Description: As a Collection Manager in the Commercial Equipment portfolio, you will be responsible for Bkt Collection, w-off recovery, and recovery on Loss on Sale. Your key responsibilities will include: - Managing a team of Collection Associate and Collection Officers. - Ensuring adequate manpower for portfolio coverage meeting CAPE norms. - Ensuring 100% usage of the Mobile App and updating quality feedback/trails. - Specifically focusing on Non starters and revenue collection. - Identifying deployment of assets and meeting with delinquent customers. - Initiating legal actions for critical cases. - Ensuring repossession of assets is done in compliance with standard operating processe...

As a Salesforce Implementation Project Manager within the wealth management domain, your role involves leading and managing Salesforce implementation projects for various clouds such as Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud. You will collaborate closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions. Your responsibilities will include hands-on configuration of Salesforce, overseeing system integrations with wealth management platforms, managing the full project lifecycle, defining project plans and maintaining budgets, driving data migration and compliance in...

As a Risk Manager for Consumer Durable in Retail Banking at Mumbai, your role involves facilitating regular asset quality reviews with provision of analytics insights to identify risks/opportunities and recommend relevant actions. You will ensure that program risk acceptance criteria are reviewed regularly, with timely updates for proactive adaptation to changes in legal/regulatory requirements, business strategies, market environment, or portfolio performance. Your responsibilities also include building strong controls to mitigate risks across all spectrums (Onboarding, Credit, Operations, Fraud, Reputation) and foreseeing portfolio direction, loss estimates, and how to control the same. Yo...

As a Portfolio Manager, Private Markets at Franklin Templeton, you will co-manage private markets solutions end-to-end in partnership with internal teams and external managers. Your role will involve supporting portfolio construction and asset allocation across strategies, as well as partnering with internal and external investment teams to select and monitor investments. You will oversee the investment lifecycle for a variety of investment types, including primaries, secondaries, and co-investments, across private asset classes such as private infrastructure equity & debt. Additionally, you will support due diligence, manage the underwriting process for new investments, manage liquidity, ca...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Type: Full Time Location: BANGALORE Description: Company Name : Dilzer Consultants Pvt Ltd Experience Level : 2-5 years Industry : Financial Planning, Wealth Management, Portfolio Construction. About the Company : Dilzer Consultants Pvt Ltd is one of the top 5 SEBI Registered Investment Advisors Providing Holistic Financial Planning and Wealth Management Services for HNI Clients for the last 24 years. Powered by Ethics, Competance, Credibility and Trust, we have gained clientile that have worked with us for over 18+ years. Our mission is to empower our clients to achieve their goals by offering personalized financial guidance in an environment built on trust. We are committed to helping our ...

As an experienced Algorithmic Trader / Portfolio Manager, you will be responsible for developing systematic algorithmic trading strategies across the market, with a focus on mid-frequency trading. Your role will involve managing your own investment portfolio and ensuring strategy performance. Key Responsibilities: - Utilize extensive experience in mid-frequency style of trading, whether intra-day or with a few days holding periods - Demonstrate a proven track record of strategy performance - Develop and implement systematic algorithmic strategies across various markets - Manage and monitor your own investment portfolio - Utilize an analytical mindset to make informed trading decisions - Util...

**Role Overview:** As a Vice President Real Estate for India, APAC & MEA at Barclays, you will be responsible for developing and executing real estate strategies to align properties with business goals across the region. Your role will involve managing real estate portfolios, negotiating leases and acquisitions, overseeing estate management, handling budgets and financial performance, and ensuring regulatory compliance. Your success in this role will depend on your strong market analysis, negotiation, communication, and collaboration skills to optimize the use of corporate real estate assets and drive the company's overall success. **Key Responsibilities:** - **Strategic Planning:** - Develo...

As a Project Manager, your role will involve overseeing and governing projects, ensuring project management standards and best practices are implemented. You will be responsible for monitoring project progress, performance, and compliance, as well as providing guidance and support to project managers. Additionally, you will need to effectively allocate and manage resources across projects, conduct capacity planning, and resource forecasting. Key Responsibilities: - Establish and implement project management standards, processes, and methodologies. - Ensure adherence to best practices across projects. - Monitor project progress, performance, and compliance. - Provide guidance and support to p...

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...

Role & responsibilities 1 . ATM - Uptime Management Monitor and manage First Level Maintenance (FLM) and Second Level Maintenance (SLM) activities ensuring quick response to ATM incidents. Track and report ATM uptime performance against SLA commitments to client banks. Coordinate with IMSC, field engineers, and vendor partners to minimize service disruptions. 2. Cash Loading & Evacuation Ensure smooth coordination with Cash Replenishment Agencies (CRA) for loading and evacuation of cash. Escalate and resolve discrepancies related to CIT/CRA operations with banks/vendors. 3. Relationship Management & Client Engagement Serve as the single point of contact for client banks for operational issue...