205 Rebalancing Jobs - Page 2

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 We are seeking a meticulous and analytical Investment Research Analyst to join our Asset Management team. The role involves conducting research on financial markets and investment opportunities, analyzing data to support portfolio decisions, and providing insights that optimize investment performance. The ideal candidate has strong quantitative skills, market awareness, and the ability to collaborate with portfolio managers. Role Responsibilities Investment Research & Analysis Conduct thorough research on equities, fixed income, and alternative investments. Analyze financial statements, industry trends, and macroeconomic indicators. Develop financial models and valuations to ...

About VOIS VO IS (Vodafone Intelligent Solutions) is a strategic arm of Vodafone Group Plc, creating value and enhancing quality and efficiency across 28 countries, and operating from 7 locations: Albania, Egypt, Hungary, India, Romania, Spain and the UK. Over 29,000 highly skilled individuals are dedicated to being Vodafone Group’s partner of choice for talent, technology, and transformation. We deliver the best services across IT, Business Intelligence Services, Customer Operations, Business Operations, HR, Finance, Supply Chain, HR Operations, and many more. Established in 2006, VO IS has evolved into a global, multi-functional organisation, a Centre of Excellence for Intelligent Solution...

Mercer is seeking candidate for following position based out our office in Mumbai : Lead Specialist - Investments (OCIO – Fund Expenses – Investment Solutions) What can you expect? This is an exciting opportunity for a senior candidate to join one of Mercer’s largest and most rapidly-growing business areas – investment solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $400bn of client assets now under management globally, c.$160bn of which is invested on behalf of international investors. Our Investor base is institutional and typically clients are DB/DC Pensio...

Company Description REDVision Technologies is India's leading Fin-Tech brand, dedicated to providing comprehensive digital wealth management solutions for Mutual Fund Distributors. Our innovative product line, including Wealth Elite, Advisor X Mobile Application, and Robo Advisory Platform, integrates advanced features such as White Labeling, Video KYC, and Portfolio Rebalancing. With over 15 years of experience, our headquarters in Indore houses a professional team that supports 4000+ MF Distributors across 450+ cities in India. Our achievements include multiple awards for our technological advancements and service excellence. Job Summary: The Business Collaboration and Partnership Manager ...

Wealth Manager (Female Only) Location: Chennai, India Company: 360acbs Industry: Financial Services / Wealth Management Job Type: Full-Time Experience: 1–4 Years (Flexible depending on candidate profile) Gender Preference: Female Candidates Only (as part of diversity hiring initiative) About 360acbs: 360acbs is a trusted name in the financial services industry, offering holistic wealth management, investment advisory, and financial planning solutions to high-net-worth individuals and businesses. We are committed to delivering personalized strategies that help our clients grow, protect, and manage their wealth. Key Responsibilities: Build and manage a portfolio of High-Net-Worth Individuals (...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Key Responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clients thr...

Are you interested in contributing to the development of large-scale distributed infrastructure for the cloud The Cloud Infrastructure team at Oracle is dedicated to creating cutting-edge Infrastructure-as-a-Service technologies that function at high scale within a widely distributed multi-tenant cloud environment. Our clients rely on our cloud services to run their businesses, and our goal is to deliver top-tier compute, storage, networking, database, security, and a constantly expanding range of essential cloud-based services. If you are a hands-on engineer with a fervor for tackling complex challenges in distributed systems, virtualized infrastructure, and highly available services, Oracl...

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...

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...

Index Calculation Services Data Operations Team part of FTSE Russell Operations will be accountable for constructing, managing, and supporting FR (Refinitiv) and tailored indices. As an Index Analyst, you will be accountable for constructing, maintaining, and analyzing indices that serve as critical benchmarks for our customers. This Position requires a strong Analytical approach, attention to detail and Passion to learn. Key Responsibilities: As a member of the Index Calculation Team, Analyst will be accountable for the support/assisting of the periodic Index reviews and rebalances of the FR Proprietary, Custom calculated indices and Overlay indices. Key areas of responsibility will include...

We are seeking a talented individual to join our investments team at Marsh McLennan. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office Lead Specialist - Investments OCIO – Fund Reporting/ Fund Expenses – Investment Solutions What can you expect? This is an exciting opportunity for a senior candidate to join one of Mercer’s largest and most rapidly-growing business areas – investment solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $400bn of client assets now under management glob...

Greetings from Ionixx!!! Charles River IMS Portfolio Management & Risk Consultant (Contract) Location: Remote Duration: 36 months (extendable) Role Summary We seek a CRIMS Portfolio Management & Risk Consultant to support portfolio managers and risk analysts in portfolio construction, monitoring, and risk management. The role covers daily support as well as configuration and implementation of portfolio & risk functionalities, enabling informed investment decisions with CRIMS analytics and scenario tools. Key Responsibilities Support portfolio monitoring, rebalancing, and scenario analysis in CRIMS. Configure and maintain risk analytics (VaR, stress tests, what-if scenarios). Lead/assist with...

At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust. As we scale our reach across India, we’re looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale Job Description Reports to : Wealth Manager Experience : 1–5 years in financial services, investment advisory, or client-faci...

Opportunity to work with a leading financial institution Be a part of a global set up Job Description New Product development: Launch of innovative replicable indices for index funds/ETFs Index maintenance - Reconstitution, rebalancing and Daily index value computation Client meetings- Presentation of new ideas to product/investment teams of the client segment Tracking competition and other global practices on passive investments Ensuring compliance to regulatory and other best practices Preparation of ad-hoc analytical reports for the purpose of senior management and/or for external agencies Team management, supervision and planning (for candidates in 5 to 7 year experience range) The Succe...

department ARMG department_code A3 location Mumbai openings 1 age 21 - 35 years qualification Bachelor’s degree in Finance, Commerce, Economics, or related field. NISM Series VII (Equity Derivatives) and Series VIII (Equity Certification) – Mandatory as per SEBI norms experience 1–5 years responsibilities Client Acquisition & Relationship Management Acquire new clients through personal network, referrals, leads, and direct outreach. Develop and maintain strong long-term relationships with existing clients. Understand client goals, risk profile, and investment preferences to provide suitable solutions. Conduct periodic portfolio reviews and proactively advise clients on rebalancing strategies...

Dear Candidates, Great Opportunity! Hiring for #WEALTH MANAGER Location - PUNE Experience - 15+ Role:- We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in building and executing investment strategies, portfolio allocation frameworks, and structuring deals. While we will continue to work with external wealth managers and advisors, this role is pivotal in ensuring internal ownership of investment decisions and developing a strong, insight-led investment philosophy within the family office....

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary Chief Risk Officer Function Responsibilities As Head of the Risk function for GIFT CITY, responsible for the overall second line of defence responsibilities related to risk management, which involves oversight and challenge of risk management actions of the first line for the entity which includes: Building a culture of good conduct in the Risk functions and Providing governance oversight to embed the Enterprise Risk Management Framework including the Principal Risk Types, as well as ...

Job Description Senior Associate Function: Fund Services Job Type: Permanent Location: Mumbai Shift: UK Shift Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, A...

Job Summary Chief Risk Officer Function Responsibilities As Head of the Risk function for GIFT CITY, responsible for the overall second line of defence responsibilities related to risk management, which involves oversight and challenge of risk management actions of the first line for the entity which includes: Building a culture of good conduct in the Risk functions and Providing governance oversight to embed the Enterprise Risk Management Framework including the Principal Risk Types, as well as material cross-cutting and overarching risks within the entity Double Hat Role, Covering OTCR Responsibilities To uphold the integrity of the OTCR risk / return decisions in the entity and in particu...

Job ID: 37845 Location: Gandhinagar, IN Area of interest: Governance, Risk Management & Compliance Job type: Regular Employee Work style: Office Working Opening date: 22 Aug 2025 Job Summary Chief Risk Officer Function As Head of the Risk function for GIFT CITY, responsible for the overall second line of defence responsibilities related to risk management, which involves oversight and challenge of risk management actions of the first line for the entity which includes: Building a culture of good conduct in the Risk functions and Providing governance oversight to embed the Enterprise Risk Management Framework including the Principal Risk Types, as well as material cross-cutting and overarchin...

Position Overview Job Title: Portfolio Analyst, AS Location: Mumbai, India Role Description Loans / lending commitments are a key component of the relationships held by Deutsche Bank with its corporate and financial institutional clients. Relationship loans are typically issued to support the generation of franchise revenues booked by the product lines across the Corporate Bank and Investment Bank divisions. Strategic Corporate Lending (“SCL”) provides governance around the investment of capital into these client relationships and risk manages the approved final hold positions down to pre-defined thresholds set by Credit Risk Management. SCL owns the loan risk that it is hedging within its p...

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...

Job Description Function: Fund Services Job Type: Permanent Location: Bangalore Shift: UK Shift Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, Affiliated / No...

Description - Internal Supply & Inventory Planner The position is proposed by Equipment & Transformer Organization, the world wide organization including the 30 Medium Voltage plants located in Europe, South America, MEA, APAC (except China) and Australia. E&T is creating a Central Hub in Budapest for Supply Chain, regrouping the Supply & Inventory Planners for European plants. The Supply & Inventory Planner is responsible for 1 plant to: Define and update the supply and stock management parameters. Ensure needs / resources balance (MRP,..) for raw material, components, sub-assemblies and finished products by managing the customer’s needs (customer order + customer request (CR) and the reple...