205 Rebalancing Jobs - Page 5

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Core PMS Equity Dealing Generating Orders as per portfolio manager instructions via Wealth Spectrum. Placing orders and monitoring or the same and ensuring error free and best execution of tra...

Job Title: Fund Accountant/SFA/Lead/Controller- Private Equity Overview We are seeking an experienced and detail-oriented Fund Accountant/Controllers for Private Equity to oversee end to end Fund Accounting operations. The ideal candidate will possess in-depth knowledge of private equity fund accounting, financial reporting, and regulatory compliance , Location :: Hyderabad Key Responsibilities In depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing and preferred return. Preparation and review of Capital Calls and Distribution notices Determining net asset values, calculating fund perform...

Business Unit: Investment Division Reporting To: Director, Head of Multi-Asset, APAC Shift: India Standard (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $906 billion in assets under advisement (as of ...

Job Title: Fund Accountant/SFA/Lead/Controller- Private Equity Overview We are seeking an experienced and detail-oriented Fund Accountant/Controllers for Private Equity to oversee end to end Fund Accounting operations. The ideal candidate will possess in-depth knowledge of private equity fund accounting, financial reporting, and regulatory compliance , Location :: Hyderabad Key Responsibilities In depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing and preferred return. Preparation and review of Capital Calls and Distribution notices Determining net asset values, calculating fund perform...

📢 Hiring: Sales & HNI Portfolio Strategist – Shaab Capital 📍 Location: Noida – Sector 122 (Primarily In-Office) 💼 Type: Full-Time | Sales + Advisory | Growth Role 🎓 Minimum Requirement: NISM Series VIII (mandatory) ⸻ 🏢 About Shaab Capital Shaab Capital is a next-generation wealth and investment advisory firm focused on high-performance strategies, derivatives, and customized financial planning for HNI and Ultra-HNI clients. We combine real market expertise with deep execution, aiming to build India’s sharpest asset management platform. We’re not a typical corporation—we move fast, solve real problems, and value impact over hierarchy. ⸻ 💼 Role Overview: HNI Relationship Manager + Client Acqui...

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 detail-oriented and tech-savvy Index Operations Associate to support the daily operations and maintenance of our index products. The ideal candidate will bring strong operational discipline, a solid understanding of index operations...

Financial Advisor – Equity, Mutual Funds & Fixed Income Location: Himayatnagar, Hyderabad Job Summary: We are looking for a qualified and passionate Financial Advisor to join our growing wealth management team. The ideal candidate will be responsible for providing personalized investment advice to clients across equity, mutual funds, and fixed income products. A client-first mindset and strong communication skills are essential. Key Responsibilities: • Understand client’s financial goals, risk appetite, and investment preferences • Recommend and manage portfolios comprising mutual funds, stocks, and fixed income instruments • Conduct regular reviews and rebalancing of client portfolios • Sta...

Business Unit: Global Operations Reporting To: Associate Manager, Global Operations Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $906 billion in assets under advi...

Company Website: www.merits.in Job Location: Moti Nagar, New Delhi 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 iden...

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...

Job Overview: We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients. Key Responsibilities: Wealth & Investment Advisory 1. Develop customized financial plans aligned with clients’ life goals, liquidity needs, and risk profiles 2. Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity 3. Support in asset allocation, portfolio rebalancing, and wealth performance reporting 4. ...

About the team “Mo’ money, Mo’ problems” - well, not really. In fact, “Mo’ money, mo’ calculations” and “Mo’ calculations, Mo’ geniuses”. If you feel a rage coming in whenever someone uses a calculator - we’re looking for your kin. Needless to say, the Finance team makes sure everything money runs smooth and butter. About the role We are looking for an experienced and proactive Treasury Dealer to manage the Money Markets and ALM front office functions in a Small Finance Bank. The role requires efficient liquidity management, execution of money market deals, and supporting ALM objectives in alignment with regulatory requirements and business goals. This position plays a critical role in optim...

Function: Fund Services Job Type: Permanent Location: Mumbai/Bangalore Shift: EMEA / Americas 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 / Non-...

Who We Are: OpenBet is a global leader in betting and gaming entertainment, trusted by over 200 partners to create memorable winning moments for millions of players worldwide. From processing bets during iconic events like the FIFA World Cup and Super Bowl to pioneering next-gen products like BetBuilder, we continuously redefine the player experience with high-quality content, cutting-edge technology, and advanced player protection tools. For over 25 years, our unbeatable platform has powered the most recognizable betting brands, ensuring peak performance with 100% uptime, unmatched scale, and speed. With 85 licenses, 20 World Lottery Association operators on our customer roster, and a team ...

About the Client: PSS has been mandated to hire a Wealth Relationship Manager for a financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Technical Skills for Business Development Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel sources, existing client referrals, cold calling & other client engagement activities. Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret information for clients information such as investment performance r...

Relationship Manager (Mutual Fund) We are seeking a knowledgeable and client-focused mutual fund advisor to join our financial advisory team. The ideal candidate will be responsible for assessing clients’ financial goals and risk tolerance and providing tailored mutual fund investment solutions. The role involves portfolio analysis, recommending mutual fund schemes, and ensuring long-term client satisfaction and portfolio growth. Key Responsibilities: Consult with clients to understand their financial goals, needs, and risk appetite. Recommend appropriate mutual fund schemes and portfolio strategies. Conduct regular portfolio reviews and suggest rebalancing strategies. Stay updated with mutu...

Entity: Customers & Products Job Family Group: Procurement & Supply Chain Management Group Job Description: Let me tell you about the role ! The Global Planning Systems Excellence Lead is the global Owner to ensure PUs are equipped and capable to follow Global Planning standards and processes through applying and using digital tools’ functionality to optimum effect in meeting service, inventory and cost optimisation targets. Defines and owns best practice standards in Castrol’s end -to-end digital tool (Kinaxis Maestro) for global and PU teams including leading application of established E2E supply chain planning data visibility. Act as the global process SME who exemplifies functional exper...

DESCRIPTION Are you interested in taking a front-seat in the innovative technology that powers Amazon’s award-winning Customer Service? If so, come join us! We are part of the Worldwide Customer Service Capacity Planning (WWCP) organization that enables end-to-end customer service workforce planning across Amazon. WWCP’s North Star vision is to define and deliver timely human-assisted support to Amazon customers under contact demand and Labor supply volatility and optimizing the Customer Service (CS) network for customer experience, associate experience, and cost. To turn this vision into reality, we are investing heavily on a digital transformative journey developing a product called "Vibe,...

JOB DESCRIPTION—WEALTH MANAGER Location—Mumbai, Bangalore, Noida, Kolkata ❖ Designation: Wealth Manager ❖ Training Bond: 1 Year ❖ Experience: 0-2 years Roles and Responsibilities: ❖ Design goal-based investment strategy plans ❖ Execute financial planning for clients ❖ Review, research, and recommend financial products ❖ Assist in fund analysis ❖ Develop content and presentations (PPT) for online webinars ❖ Proactive with strong analytical skills ❖ Excellent communication skills are required ❖ Implement client financial plans and rebalancing strategies ❖ Regularly email clients and curate content for emails ❖ Contact leads, and nurture them through calls Candidate Profile: ❖ Graduate in any d...

Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 9–12 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio management, client advisory workflows, discretionary/mandate services, and integration with core banking or digital channels. Responsibilities Act as a subject matter expert for Temenos Triple A Plus (TAP) solution within wealth management transformation programs. Lead the design, configuration, and implementation of portfolio management and adviso...

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 Title: Wealth Management Associate / Advisor Location: Trivandrum, Kerala Experience: 2 to 5 Years Employment Type: Full-Time, Onsite Job Summary: We are seeking a motivated and client-focused Wealth Management Associate / Advisor to join our financial advisory team in Trivandrum . The ideal candidate will have 2–5 years of experience in wealth management, investment advisory, or financial planning, with a strong understanding of financial markets, portfolio strategies, and client relationship management. Key Responsibilities: Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite. Provide personalized wealth management solutio...

- Bachelors degree in Computer Science with 3+ years of experience in software development, systems development or DevOps. - Programming experience with at least one modern language such as Java, C++, C#, Python, Golang, PowerShell, Ruby · - Demonstrated knowledge with the Linux Operating System and its command line tools - Strong debugging/troubleshooting skills · Ability to demonstrate high degree of responsiveness to drive customer impacting issues to resolution. - Excellent documentation and communication skills. Are you interested in taking a front-seat in the innovative technology that powers Amazon’s award-winning Customer Service? If so, come join us! We are part of the Worldwide Cus...

Job Title: Manager/DGM - Supply Chain Excellence Job Type: Permanent, Full-time Function: PSO Business: Godrej Consumer Products Limited Location: Mumbai, Maharashtra, India About Godrej Industries Group (GIG) At the Godrej Industries Group, we are privileged to serve over 1.1 billion consumers globally through our businesses with market leadership positions in the consumer products, real estate, agriculture, financial services and chemicals industries. https://www.godrejindustries.com/ About Godrej Consumer Products Limited (GCPL) Godrej Consumer Products is a leading emerging markets company. As part of the over 125-year young Godrej Group, we are fortunate to have a proud legacy built on ...

Job Title: Wealth Management Associate / Advisor Location: Trivandrum, Kerala Experience: 2 to 5 Years Employment Type: Full-Time, Onsite Job Summary: We are seeking a motivated and client-focused Wealth Management Associate / Advisor to join our financial advisory team in Trivandrum . The ideal candidate will have 2–5 years of experience in wealth management, investment advisory, or financial planning, with a strong understanding of financial markets, portfolio strategies, and client relationship management. Key Responsibilities: Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite. Provide personalized wealth management solutio...