11 Portfolio Support Jobs

Responsibilities: Work with Portfolio Managers to conduct fundamental research, starting with a primary focus on India equity, while gradually expanding to other regional markets (especially South East Asia and Australia). Monitor macroeconomic trends, industry dynamics, and regulatory changes for investment opportunities and risks. Build and maintain company financial models and perform valuation analysis. Attend corporate meetings, conduct channel checks and participate in industry / investors events. Contribute to research and idea generation process through written / verbal reports. Collaborate with other team members and work on regular/ad-hoc research projects. Requirements: Top academ...

As an Analyst/Associate at our Family Office/Venture Capital platform investing in early-stage startups, you will play a crucial role in identifying investment opportunities, engaging with founders, conducting investment analysis, and actively participating in the startup ecosystem. Your key responsibilities will include: - **Deal Sourcing & Research:** - Identify emerging startups, sectors, and founders. - Build and manage a pipeline of investment opportunities. - **Founder Interactions:** - Engage with early-stage entrepreneurs. - Attend pitch meetings and evaluate business models. - Develop strong founder relationships. - **Investment Analysis:** - Conduct market research and competitor b...

We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth. Key Responsibilities B2B Business Development: Acquire and manage channel partners to expand business reach and revenue. Client Acquisition: Identify, approach, and onboard HNI and corporate clients for investment portfolio management. Cross-Selling: Promote and sell a wide range of financial products, including health insurance, motor insurance, life i...

You will be part of Turbostart, an early-stage venture fund supporting high-potential startups from Pre-seed to Series A. Turbostart is not just a VC fund but also an innovative ecosystem combining the functions of an incubator, accelerator, venture studio, and funding partner. As an undergraduate intern in the Investment and Portfolio team, you will play a crucial role in supporting the next generation of founders in India's vibrant startup ecosystem. **Role Overview:** In the role of Associate-Curation & Portfolio Management, you will have a diverse set of responsibilities. This includes sourcing and evaluating early-stage startups, assisting in portfolio management, engaging directly with...

As a Portfolio Implementation Support Analyst at AQR Capital Management, you will have the opportunity to work at the intersection of financial theory and practical application. AQR is dedicated to delivering long-term results by identifying key factors and developing innovative strategies. Your role will involve supporting the Portfolio Implementation team in managing global asset allocation and stock selection portfolios effectively. Here are the key responsibilities you will be expected to handle: - **Portfolio Operations**: - Monitor daily portfolio management workflows and address any discrepancies or issues. - Assist in onboarding new accounts, funds, and strategies by managing operati...

Role Overview: As a Portfolio Implementation Support Analyst at AQR Capital Management, you will play a crucial role in supporting the Portfolio Implementation team's day-to-day operations. Your main responsibility will be partnering with Portfolio Implementation specialists to ensure effective and accurate portfolio management. This role offers the opportunity to work collaboratively with various teams within AQR to enhance portfolio implementation analytics and contribute to process improvement projects. Key Responsibilities: - Monitor daily portfolio management workflows, identifying and addressing any discrepancies or issues that may arise - Assist in onboarding new accounts, funds, and ...

As the Finance Manager- Portfolio & Accounts, you will have a crucial role in financial analysis, investment management, and portfolio support. Your responsibilities will involve: - Tracking the performance and evaluating the financial health of existing investments and portfolio companies. - Participating in strategic discussions with portfolio companies to guide their financial planning, budgeting, and operational metrics. - Monitoring key business drivers, market developments, and sector-specific risks for portfolio companies. - Evaluating financial performance and growth potential of potential investment targets. - Developing advanced financial models, including valuation models, scenari...

You will be joining Turbostart, an early-stage venture fund that supports high-potential startups from Pre-seed to Series A. Turbostart goes beyond being a traditional VC fund by operating as an innovative ecosystem that combines the functions of an incubator, accelerator, venture studio, and funding partner. They are committed to partnering with ambitious founders driving transformational ventures. As the company expands, they are looking for dedicated undergraduate interns to join their Investment and Portfolio team and support the next wave of founders in India's dynamic startup ecosystem. **Role Overview:** As an Associate in Curation & Portfolio Management at Turbostart, you will have a...

As a Process Excellence Manager in Retail Banking within the Business Banking department, your primary focus will be on driving operational efficiency and excellence in processes. You will be the ICON Champion and play a crucial role in managing regional campaigns as the Central Campaign Manager. Additionally, you will provide regional portfolio support and assist Relationship Managers (RMs) in structuring cases above Rs. 5 Crores. - Ensure timely turnaround of cases at the RM level - Maintain a high First Time Resolution (FTR) percentage - Successfully convert Central Campaigns - Achieve Customer Satisfaction Score (CSP) of 90% or higher - Maintain renewal rates of 90% or higher - Manage ca...

Conduct research and analysis of equity markets to support investment decisions Monitor market trends, financial news, and relevant economic indicators Prepare reports, forecasts, and recommendations based on market data and analysis Assist in portfolio management strategies and risk assessments Present insights and findings to internal teams or clients Stay updated with changes in regulations, policies, and global financial developments Work collaboratively with cross-functional teams to support investment goals

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator In this role, you will: Review complex credit information of loans for companies and industries Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process Perform complex credit investigations on companies and industries Utilize knowledge and interpretation of procedures to direct less experienced individuals Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Required Qualifications: 4+ years of financial analysis experience, or equivalent de...