7 Portfolio Strategies Jobs

As a Mutual Fund Advisor, you will be joining a dynamic financial advisory team. Your primary responsibility will be to provide expert investment guidance to clients. This involves assessing their financial objectives, recommending suitable mutual fund products and portfolio strategies, and monitoring market trends to advise on investment opportunities. Building and maintaining long-term client relationships through regular portfolio reviews and ensuring compliance with regulatory standards and company policies will be crucial. Additionally, you will educate clients on different types of mutual funds and prepare detailed investment proposals and reports. Staying updated with the latest devel...

As a Principal Officer at Gift City, your role will involve a range of responsibilities to ensure regulatory compliance, conduct research and analysis, develop governance processes, and engage with stakeholders effectively. - Serve as the primary contact point with regulatory bodies like IFSCA to guarantee adherence to all regulations. - Stay updated on evolving regulations in GIFT City, anticipating impacts and implementing necessary compliance measures. - Supervise the timely and accurate submission of regulatory filings, collaborating closely with the Compliance Officer. - Lead financial research projects, providing actionable insights for strategic decision-making. - Develop and maintain...

Department : Sales & Distribution Reports To : Head Sales & Distribution Experience Required : 3+ years in Institutional Sales (Mutual Funds/Investment Products) We are a fast growing Portfolio Management Services (PMS) company committed to delivering superior investment solutions tailored to the unique needs of our clients. Our expertise lies in managing bespoke portfolios for high-net-worth individuals and institutional clients, driven by research-led, disciplined investment strategies. Job Summary We are seeking a dynamic and results-driven Senior Institutional Business Manager to lead business development and relationship management efforts with Institutional clients, UHNI and HNI. The i...

As a Wealth Management Associate / Advisor in Trivandrum, Kerala, you will play a crucial role in managing and growing clients" investment portfolios to help them achieve their financial goals. Your responsibilities will include: - Assisting clients in managing their investment portfolios based on their financial goals and risk appetite - Providing personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products - Conducting periodic portfolio reviews and staying updated with market trends and regulatory guidelines - Collaborating with internal teams for client onboarding and compliance checks - Building and maintaining long-term clien...

As a Risk Strategy Specialist in the credit cards domain, your primary responsibility will be to develop end-to-end risk strategies encompassing acquisition, portfolio management, authorization, and collections. Your role will require you to design risk acquisition strategies for credit cards targeting both open market and existing postpaid customers. Leveraging bureau-based insights and alternate data sources will be crucial for assessing early and potential losses. You will need to conduct early assessments of segment-level loss rates and take prompt actions based on the insights derived. Launching challenger segments and quantifying the expected benefits and losses from these initiatives ...

About this role: Wells Fargo is seeking a Credit Portfolio Consultant In this role, you will: Participate in less complex consulting services and identify opportunity for providing credit and portfolio expertise Identify and assess credit performance, as well as potential and emerging risks, and partnering on credit and portfolio strategies within the scope of responsibilities Review and analyze credit performance or credit portfolio that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in cr...

You are a motivated and client-focused Wealth Management Associate / Advisor who is interested in joining a financial advisory team in Trivandrum, Kerala. You should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning, and possess a strong understanding of financial markets, portfolio strategies, and client relationship management. Your responsibilities will include assisting clients in managing and growing their investment portfolios based on their financial goals and risk appetite, providing personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products, conducting periodic portfolio revie...