325 Rebalancing Jobs - Page 11

About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. 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 c...

Selected Intern’s Day-to-day Responsibilities Include Perform market analysis and conduct in-depth research on equity and debt markets, including trends, sector performance, and macroeconomic influences. Analyze individual stocks using qualitative and quantitative parameters—such as financial ratios, valuation models, earnings trends, and comparative metrics. Conduct business studies on historical, forecasted, and relative performance of equity markets to inform investment viewpoints. Manage client portfolios with attention to performance tracking and support tax planning through research and documentation. Undertake field visits to companies or market venues where required to gather on-site...

About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. 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 c...

Job Description for Wealth Manager Profile at FINVESTMENTS The Wealth Management & Analysis professional will be responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while ensuring compliance with regulatory requirements. Responsibilities 1. Investment Advisory & Portfolio Management: •Analyze client financial goals, risk appetite, and investment horizon to suggest suitable mutual funds and insurance products. •Construct and manage diversified investment portfolios, ensuring asset allocation aligns with client ob...

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chi...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors Department: Wealth Management Location: Thane Wagle Estate Experience: 2–5 years (Wealth Management / Investment Advisory preferred) only Experience person can apply Employment Type: Full-time Job Summary: We are looking for an experienced professional to join our Wealth Management team. The role i...

About the Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. 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 inco...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Key Responsibilities: Develop and manage relationships with existing and potential clients. Understand client financial needs and suggest appropriate investment solutions in equity, mutual funds, bonds, and other financial products. Maintain and grow a portfolio of HNI/UHNI clients. Offer advisory services based on research, risk profiling, and market trends. Execute trades/orders on behalf of clients as required. Conduct regular portfolio reviews and suggest rebalancing strategies. Ensure compliance with SEBI and internal policies. Achieve targets related to revenue generation, client acquisition, and retention. Required Skills & Qualifications: Bachelor’s or Master’s degree in Finance, Com...

About The Role Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. 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 incom...

Index Manager - Fixed Income Noida, India Data Management 317311 Job Description About The Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. 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 wi...

About the Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. 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 inco...

Location: Gurugram, India Position Summary We are seeking a highly motivated and analytical Quant Analyst to join Futures First. The role involves supporting development and execution of quantitative strategies across financial markets. Job Profile Statistical Arbitrage & Strategy Development Design and implement pairs, mean-reversion, and relative value strategies in fixed income (govvies, corporate bonds, IRS). Apply cointegration tests (Engle-Granger, Johansen), Kalman filters, and machine learning techniques for signal generation. Optimize execution using transaction cost analysis (TCA). Correlation & Volatility Analysis Model dynamic correlations between bonds, rates, and macro variable...

Work Schedule Standard (Mon-Fri) Environmental Conditions Office Supply Planning: Defining the Safety stock levels across network and monitor them per stocking norms. Generation of daily MRP through SAP considering forecast for the month. Ensure timely placement of orders, follow-up for materials, track delivery. Ensure there are no controllable stock out of materials. Inventory investment / planning MTO inventory through decision paper only Responsible for reviewing the entire network inventory from demand and supply hygiene point of view drive the root cause analysis and subsequent corrective action. Responsible for suggesting network inventory realignment to the respective planner. Share ...

About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. 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 c...

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 ...