205 Rebalancing Jobs

Job Description Private Equity Accounting Location: Bangalore / Mumbai Department: Fund Accounting Vacancy Type: Permanent Job Shift: UK/US The position: Fund Accounting team is responsible to Coordinate in Fund setup – i.e. N Tier or GWI including setup of Classes, Special allocation groups, multiple legal entities, defining all the linkages and hierarchies across multiple Masters and Feeders, defining Catch-up and Carry terms and classes (after deciding that Carry should be calculated at what level). Performing system fund allocations in GWI moth on month and verifying the correctness of all attributes. Your Responsibilities: Knowledge of private equity/ debt fund structures designs & hier...

About HENOX Capital HENOX Capital and Finserv Pvt Ltd is a leading financial services firm specializing in mutual funds, bonds, PMS, AIF, insurance, and loan distribution. With a vision to provide integrated wealth solutions, we empower individuals and businesses to achieve financial well-being. Key Responsibilities: Acquire and manage high-net-worth (HNI) and affluent clients for their investment and financial planning needs. Understand client requirements and provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other wealth products. Generate and convert leads through networking, referrals, and digital channels. Conduct portfolio reviews and suggest...

Position Overview Job Title: Credit Solutions Asia - Trading Enabler, Associate Location: Mumbai, India Role Description Credit Solutions Asia desk provides custom built credit solutions to investors in Asia. Desk does both asset and liability side trades (i.e. deal with investors as well as issuers). Desk excels in various credit hybrids depending on client return/risk expectations. Desk is seeking to hire strong candidate to work on wide variety of trades including but not limited to bonds/RMBS/ABS/CDS portfolio management and total return swaps, vanilla bond repacks, Credit Linked Notes and its variations, etc. The role focuses on pre- and post-trade analysis, monitoring and risk manageme...

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 financi...

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance) Role Overview: A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as mutual funds, demat accounts, insurance, and other financial instruments, ensuring that clients' financial goals and risk appetite are met through tailored solutions. Key Responsibilities: Client Relationship Management: Act as the primary point of contact for clients, managing relationships and providing ongoing support. Maintain and grow r...

Greetings for the Day!!! We are looking for an Deputy Manager for one of our esteemed clients in Pune having experience into Private Equity. Exp : 5+ Yrs (CA), 8+ Yrs (Non CA) Location: Pune (Hinjewadi) CTC Up to 29 LPA Qualification-CA/CMA/MBA Qualified Shift UK Shift (12:30-10 PM Standard Time) Work Mode : Hybrid (3 days WFO is mandatory Private Equity Fund Accounting-B3 (Deputy Manager) Education Qualification: CA/ CMA/ Any post graduate (MCom/MBA Finance/ CA Inter/ CMA Inter) Skillsets: Private Equity Fund Accounting (Minimum 5 years of experience in Private Equity is mandatory) Fund strategy: Equity, Debt, Mezzanine or Mezz (Equity+ Debt/Hybrid), Real Asset/ Real Estate Fund structures:...

Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales re...

* Advise client about trading * Handling clients via providing recommendations and trading related services. * Handling and meeting clients and giving training on How to trade Online through various Trading Applications. * Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls * Provide insights, updates, and recommendations based on market movements and analysis. * Evaluate financial risks and decide on trading based on available data. * Attain thorough knowledge about stock market terms and trading practices. * Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. * Communicate with...

Job Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and there...

Company Profile: We’re Hiring at CGI for our GCC - Right Here in Hyderabad! Join us at the intersection of technology, finance, and innovation. You will be working to support the PNC Financial Services Group, one of the top-tier financial institutions in the U.S. You’ll help shape digital solutions for a global enterprise—from the ground up. This is more than a job. It’s your opportunity to: Work on cutting-edge technologies Collaborate with global teams Build a career with purpose and impact Ready to build the future of banking? Let’s talk. Job Title:Lead Analyst Position: Java Developer Experience:8-10 Years Category: Software Development/ Engineering Shift: General Main location: India, T...

Job Description Client Relationship Management Build, nurture, and maintain long-term relationships with clients. Understand clients’ financial needs, risk profiles, and investment objectives to provide customized equity solutions. Advisory & Portfolio Management Provide clients with research-backed investment advice in equities, derivatives, and other market-linked products. Regularly review client portfolios and recommend rebalancing strategies to maximize returns and manage risks. Stay updated with market trends, company reports, and global economic indicators to provide timely advice. Client Acquisition & Business Development Identify and acquire new clients through referrals, networking...

Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills, business development expertise, and the ability to deliver customized financial solutions to high-net-worth clients. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions. Build and maintain long-term client rel...

1. Client Relationship Management · Build, nurture, and maintain long-term relationships with clients. · Understand clients’ financial needs, risk profiles, and investment objectives to provide customized equity solutions. 2. Advisory & Portfolio Management · Provide clients with research-backed investment advice in equities, derivatives, and other market-linked products. · Regularly review client portfolios and recommend rebalancing strategies to maximize returns and manage risks. · Stay updated with market trends, company reports, and global economic indicators to provide timely advice. 3. Client Acquisition & Business Development · Identify and acquire new clients through referrals, netwo...

Job description Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition th...

Company description - SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics. Role Overview: We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) . The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives a...

Job Description Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels. We are currently seeking an experien...

Job Description Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition th...

Position Title: Associate – Investment Risk Management Location: Mumbai, India Department: Morgan Stanley Investment Management (MSIM) Department Overview Morgan Stanley Investment Management (IM), along with its advisory affiliates, manages over USD 1.6 trillion in assets globally (as of June 30, 2025). Role Summary This role is within the Mumbai-based Investment Risk Management. The successful candidate will contribute to both fund risk management initiatives, including but not limited to fund risk reporting, analysis, and monitoring. This role also involves active participation in portfolio hedging programs and advanced risk analytics, including sensitivities and Greeks. The candidate wil...

This requirement is for hiring a SRA/ RA in the Index team. Job Description: Designation: Research Analyst/ Senior Research Analyst - Index Experience: 3 to 5 years Domain Experience/ skills: Looking for candidates who either have fixed income domain knowledge or index computation knowledge/ experience. Mutual fund product knowledge is add on Index calculation and maintenance Index research Fixed income domain knowledge Knowledge of fixed income mutual funds (or AIF, PMS, Insurance) products Knowledge on passive investments Knowledge of regulatory guidelines governing mutual funds Fixed income market understanding – yield levels, key trends, market preference and market structure Fluency wit...

Investment Counsellor Location: Mumbai Department: Wealth Management / Financial Services Reports To: Head-Asset Allocation Position Overview: The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals. The Investment Counsellor must have a strong understanding of financial markets, investment products, and client relationship management. Key Responsibilities: 1. Client Consultation and Relationship Management: - Conduct comprehensive consultati...

About The Role Grade Level (for internal use): 10 The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed I...

About the Role: Grade Level (for internal use): 10 The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed ...

Index Manager - Fixed Income Indices Noida, India Research 319155 Job Description About The Role: Grade Level (for internal use): 10 The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining an...

Job Title: Mutual Fund Advisor Location: Mohali Job Summary: We are looking for a knowledgeable and client-focused Mutual Fund Advisor to guide clients in making informed investment decisions. The ideal candidate will have strong communication skills, sound knowledge of mutual fund products, and the ability to build long-term relationships with investors. Key Responsibilities: Understand clients’ financial goals, risk appetite, and investment needs. Recommend suitable mutual fund schemes and investment options. Provide regular portfolio reviews and suggest rebalancing when needed. Stay updated with market trends, mutual fund products, and regulatory guidelines. Generate leads, build and main...

Job Description As an Analyst - Purchasing and Inventory, your primary responsibility is to serve as the liaison with vendors using quality metrics and implementing inventory control protocols to optimize inventory and service levels ensuring the organization has competitive advantages throughout its supply chain. Responsibilities Monitor inventory levels & recommend inventory stock adjustments as necessary Maintain customer inventory letters of intent Maintain and develop business relationships with suppliers/sales team Expedite order delivery & ensure on time delivery Resolve receiving problems and invoicing issues Place orders with suppliers as necessary Collaborate with customer service ...