321 Rebalancing Jobs - Page 2

Location: Guwahati, Assam About the Role We’re looking for a passionate and customer-focused Relationship Manager – Sales (Mutual Funds) to join our growing team. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and helping investors achieve their financial goals through suitable mutual fund solutions. Key Responsibilities Identify and On-board new clients through proactive outreach efforts Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives. Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance,...

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. Position Description: Job Title: Senior Software Engineer – Java Developer Position: Java Developer (Kafka & Oracle) Experience: 6-8 Years Category: Software Development...

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...

About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: - Wealth Management Role: - Relationship Manager - Wealth Management Experience: - 10+ years Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmeda...

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...

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...

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 $8 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...

Senior Avaloq BA – Web and Mobile Banking Experience: 12+ Years Location: Dubai Role Description: We are looking for result-oriented and analytical Business Analyst to join our Digital Banking team. You will play a critical role in understanding, documenting, and communicating business needs and requirements for our mobile and web banking products, with a specific focus on solutions deployed on Amazon Web Services (AWS). You will work closely with product owners, UX/UI designers, engineers, and other stakeholders to ensure that our digital banking platforms meet business objectives and provide exceptional customer value ❑ Business/ Functional understanding: ▪ Deposits – Complete Account mana...

Private Wealth Manager Ingenetus — Dwarka, New Delhi (On‑site with hybrid flexibility - Monday is a WFH for all employees) About Ingenetus Ingenetus is more than a Mutual Fund Distribution firm focused on transparent, client‑centric wealth management. We align portfolios to financial freedom, not commissions, and we do not push high‑commission ULIPs or traditional plans. Our distribution model, research‑led portfolios, and disciplined risk management help clients achieve “financial freedom” with clarity and confidence.  We also lead financial awareness sessions for well‑known corporates and communities, giving our employees strong platforms for thought leadership and warm relationships.  ⸻...

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...

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 $8 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...

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...

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...

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...

Role Overview: The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio advisory. Key Responsibilities: Provide comprehensive investment advisory to clients across asset classes (Mutual Funds – Equity & Hybrid, PMS, AIF, MLDs, Bonds, Unlisted, etc.). Drive cross-selling and upselling opportunities within the existing client base to enhance wallet share. Conduct portfolio reviews and offer rebalancing strategies ali...

Role Overview: The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio advisory. Key Responsibilities: Provide comprehensive investment advisory to clients across asset classes (Mutual Funds – Equity & Hybrid, PMS, AIF, MLDs, Bonds, Unlisted, etc.). Drive cross-selling and upselling opportunities within the existing client base to enhance wallet share. Conduct portfolio reviews and offer rebalancing strategies ali...

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 Title: B2B Relations & Acquisition Executive Department: Business Development / Stock Broking Company: Arham Share Private Limited Locations: Mumbai, Delhi, Rajkot, Ahmedabad, Kanpur About Us: Arham Share Pvt Ltd is a one-stop solution for all financial needs, curated to meet diverse investment goals. With over 15 years of experience in the financial industry, we specialize in equity trading, commodity trading, and portfolio rebalancing. We cater to HNI, UHNI, NRI, and institutional clients, offering a professional and technology-driven platform for reliable and efficient financial services. Our vision is to combine technology with finance, ensuring our clients experience intelligent, se...

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...

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...

About Our Client Our client is an international investment holding firm with a diverse, multi-asset portfolio spanning traditional and alternative investments. The firm combines institutional investment discipline with a forward-looking approach to digital assets, deploying capital globally across equities, fixed income, alternatives, and crypto-related instruments. The Role They seek a Portfolio Strategy & Asset Allocation Manager to join the investment team and take responsibility for portfolio review, rebalancing, and income strategy design across multiple asset classes. The position offers an opportunity to work closely with senior leadership and contribute to tactical and strategic allo...

Market & Equity Research Conduct fundamental and technical analysis of NSE/BSE stocks. Identify undervalued, growth, and momentum-based stocks. Track macro indicators (CPI, WPI, GDP, RBI policy) and market impact. Technical Analysis & Strategy Use TradingView, Chartink for daily chart studies. Define Entry, Target, Stop Loss, ROI%, and Time Horizon for trades. Track sector indices (Nifty, BankNifty, IT, Auto, Pharma, PSU Banks). Reporting & Performance Submit 4 daily reports (pre-open, mid, pre-close, post-close). Cover indices movement, global cues, top stock setups, FII/DII data, and sentiment. Maintain portfolio sheet with trades, P&L, and performance metrics. Weekly & Monthly Review Prov...

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...

Perform Admin functions, Setting Kafka cluster and responsible for cluster migration. Monitoring activities (Support team) and Hands on Monitoring tool Confluent Control Centre, Cloudera Manager Deployment and Management of Confluent Kafka. Performance monitoring and investigation and Streams based application problem investigation. Container Orchestration (Kubernetes) Container technologies (Docker) Infrastructure as code (Terraform, Concourse, Veracode) Service Monitoring and Graphing (Prometheus + Grafana, Splunk) Cluster maintenance activities all Environments Adding node and removing node on prod cluster and rebalancing DevOps Pipeline setup CI/CD for Kafka Ansible, Deployments, AZURE d...

Mercer is seeking candidate for following position based out our office in Mumbai : Lead Specialist - Investments (OCIO – Fund Reporting – 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 Pensi...