433 Rebalancing Jobs

Chartered Accountant (Financial Reporting & FP&A) — Job Description Purpose Own accurate statutory and management reporting while leading budgeting, forecasting, and commercial analysis. Tight close, clean audits, reliable forecasts, and actionable insight. Key Responsibilities Financial Reporting & Compliance Run month-end close to timetable: journals, accruals/prepayments, intercompany, FX, and balance-sheet reconciliations. Prepare robust management accounts with variance analysis and clear commentary. Produce statutory accounts under FRS 102/IFRS ; manage audit deliverables and resolve queries. Coordinate VAT , PAYE/CIS, PSA, and Companies House filings; support corporation tax computati...

BITA is a Fintech company with the mission of disrupting the index and systematic investment industry. Through advanced software, state-of-the-art infrastructure, and high-quality data, we empower our clients to develop innovative investment products faster, flexibly, and at a lower cost. We are a young and dynamic team of more than 60 people located worldwide, unified by a strong belief that the investment industry is ready for a new challenger. We are seeking a QA Engineer with solid experience in test automation within CI/CD environments, ideally with a background in financial products, indexing, or market data. This individual will be responsible for designing, executing, and automating ...

Experience: 2–3 years Reporting To: Senior Relationship Manager / Private Banker Function: Private Banking / Wealth Management Key Responsibilities Client & Relationship Support Support the Senior Banker in day-to-day management of assigned UHNI client portfolios. Prepare client meeting materials including portfolio reviews, performance reports, and investment proposals. Coordinate post-meeting follow-ups and ensure timely closure of client requests and action items. Act as a point of contact for routine client queries and service-related requests. Client Acquisition & Business Development Support prospecting and acquisition of new clients through data analysis, market mapping, and referral ...

About the Company: Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financ...

We are a world-class long-only Indian equity fund. We are looking for a value-focused analyst. Passion for investing is a must. Anyone can do a DCF, but the key to becoming a true investor is developing the right investment philosophy, which is at the heart of First Water. Job Summary : We seek a dedicated Indian Equity Analyst with (flexi-sector, but industrials and manufacturing preferred) to join our investment team. This role involves conducting thorough research, building valuation models, and providing actionable investment recommendations to support portfolio strategy and enhance performance. Key Responsibilities : Sector-Specific Research : Conduct comprehensive research on the secto...

About the Company: Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financ...

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology serv...

Company Description Stallion Asset Pvt Limited is a leading Portfolio Management services firm registered with the Securities and Exchange Board of India. Our mission is to empower clients to achieve their financial goals by leveraging the potential of the Indian stock market. As of October 2025, we have successfully managed over 6500 Crores across 5500 clients, who are integral members of the Stallion Family. At Stallion Asset, we pride ourselves on being growth investors and adhere to a rigorous framework in selecting companies poised to outpace India's GDP growth consistently. Role Description Investment Research & Alpha Generation Conduct deep-dive fundamental research across sectors and...

Job Title : Advisor / Investment Analyst Experience : 4-6 Years Location : Gurgaon Roles & Responsibilities: Prepare portfolio review reports, rebalancing summaries and investment proposals. Track market trends and conduct research on equity and debt products. Support RMs with analytics, presentations and client interactions. Maintain CRM updates, documentation accuracy and advisory execution quality. Coordinate with research, product and compliance teams for smooth delivery. Requisites: Experience in investment advisory, wealth management or analytics roles. Strong analytical skills with proficiency in Excel and understanding of mutual funds & asset allocation. Good communication skills wit...

Location: Gurugram, India Date Posted: Dec 12, 2025 Description About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity - are why our people love working at A&M. The Team Alvarez & Marsal’s GBS Advisory pr...

Description About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity - are why our people love working at A&M. The Team Alvarez & Marsal’s GBS Advisory practice act as trusted advisors providing practical s...

Job Title: Relationship Manager – Insurance & Investment Department: Financial Advisory Location: Kondapur, Hyderabad Employment Type: Full-Time Experience Required: 1–5 years Reporting To: HR About the Company Investor Groves Private Limited is a fast-growing real estate and financial consultancy based in Hyderabad. We specialise in property buying, selling, renting, and project funding advisory services. Our mission is to empower homebuyers and investors with transparent and reliable property and loan solutions. We operate as a boutique firm offering personalized brokerage and consultancy services. Job Summary The Relationship Manager (RM) – Insurance & Investment is responsible for genera...

About the Company: Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financ...

About Chargebee: Chargebee is a subscription billing and revenue management platform powering some of the fastest-growing brands around the world today, including Calendly, Hopin, Pret-a-Manger, Freshworks, Okta, Study.com and others. Thousands of SaaS and subscription-first businesses process over billions of dollars in revenue every year through the Chargebee platform. Headquartered in San Francisco, USA, our 500+ team members work remotely throughout the world, including India, the Netherlands, Paris, Spain, Australia, and the USA. Chargebee has raised over $480 million in capital and is funded by Accel, Tiger Global, Insight Partners, Steadview Capital, and Sapphire Ventures. And we’re o...

Build and maintain long-term relationships with clients. Conduct financial assessments to understand clients’ goals, risk tolerance, and current financial situation. Develop personalized financial plans, covering investments, retirement, insurance, and tax strategies. Provide ongoing advisory support and adjust plans as clients’ needs change. Recommend investment products based on clients’ profiles and market conditions. Analyze financial data, market trends, and economic conditions to give sound advice. Monitor client portfolios and suggest rebalancing or adjustments when necessary. Job location will be in Bangalore. Education Bachelor’s degree in Finance, Business, Economics, or related fi...

InCred Wealth InCred Wealth is a fast-growing Wealth management company. It has had an exceptional journey of 5 Years to build ➢~40,000 crore AUM as on Sept 2025, ➢3,000+ HNI/UHNI clients, ➢200+ top notch experienced sales professionals across the industry and ➢Presence in 9 cities in India and International presence in Singapore, Dubai and London. Key responsibilities Produce periodic portfolio review packs (e.g., quarterly/annual): performance vs benchmarks, contribution/attribution, risk metrics, exposures and transaction summaries for each client segment. With guidance from Head of Investments, prepare bespoke investment proposals for new money, rebalancing and restructuring, including r...

About the Company: Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financ...

Key Responsibilities: 1. Strategic Portfolio Management AUM Growth: Manage and scale a dedicated book of approximately 150 HNI clients , with a current AUM ( non CASA or Real-Estate ) of ₹120–150 Crores and a strategic roadmap to scale to ₹300–350 Crores . Holistic Wealth Management: Formulate comprehensive investment strategies covering Global Equities (US Markets), Domestic Equities, Mutual Funds (PMS/AIF), and Fixed Income instruments based on the client’s risk appetite and financial horizon. Performance Review: Conduct structured monthly portfolio reviews via video conferencing. Analyze performance against benchmarks, discuss asset allocation, and recommend rebalancing strategies to ensu...

Job Title: Portfolio Management Intern Location: Remote / Hybrid (Bangalore preferred) Organization: PipRaisers Stipend: Up to ₹30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About PipRaisers PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets. Role Overview As a Portfolio Management Intern at PipRaisers, you will...

About the Company: Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financ...

The people here at Apple don’t just build products - they build the kind of wonder that’s revolutionized entire industries. It’s the diversity of those people and their ideas that encourages the innovation that runs through everything we do, from amazing technology to industry-leading environmental efforts. Join Apple, and help us leave the world better than we found it. Imagine what you could do here. At Apple, extraordinary ideas have a way of becoming industry leading products, services, and customer experiences very quickly. Bring passion and dedication to your job and there's no telling what you could accomplish! Description The Database Engineering team under Data Services at Apple is ...

Follow our LinkedIn page https://www.linkedin.com/company/intropeer to get daily updates on all our jobs Job Title: Research Analyst. (Candidate should NOT be covering BFSI industry. He can be covering any other industry) Location: Mumbai, India Experience: 5+ years Max Salary : 30 LPA Reports to: Portfolio Manager Role Overview We are looking for a passionate and detail-oriented Research Analyst to join our investments team. You will be responsible for generating actionable investment ideas, tracking sectoral developments, conducting company deep dives, and supporting portfolio construction across PMS and Mutual Fund products. Key Responsibilities Conduct detailed fundamental analysis of li...

Roles & Responsibilities: Investment Professional (Advisory) · Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs · Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models · Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile. · Prepare yearly review & rebalancing reports for clients within TAT · Continuous monitoring and tracking portfolios of clients with the help of RM’s Team and responsible for closing of actions to build fresh AUM · Maintaining and Analysis of MIS at regul...

Qualifications: Master’s degree in finance, Economics, Business, or related field. Experience: Minimum 5 years in derivatives sales trading, preferably at a broking firm/ investment bank/ proprietary trading house. Roles & Responsibilities: • Client Relationship Management : Build and maintain strong ties with institutional clients (Including domestic mutual funds, hedge funds, asset managers, proprietary trading desks); act as key contact for derivatives-related opportunities, providing tailored trade ideas and market intelligence; Disseminate firm research, Trading Idea, and structured trade recommendations • Trading & Strategy Execution : Identify and execute arbitrage opportunities acros...

Company Overview: At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and strategic investments. Our mission is to help clients achieve their financial goals through informed investment planning and personalized advisory services. Job Summary: We are looking for an experienced and results-driven Senior Sales Relationship Manager to lead business development and client relationship initiatives for mutual fund in...