321 Rebalancing Jobs - Page 7

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...

Position Overview: Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services. Key Responsibilities: 1. Client Relationship Management: o Build and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty. o Conduct regular client meetings to review portfolios, address concerns, and provide financial advice. o Understand client needs and offer personalized wealth management solutions to enhance their financial well-being. o Monitor client portfolios...

Job Summary:We are seeking a knowledgeable and results-driven Stock Market Advisor to guide clients in making informed investment decisions. The ideal candidate will analyze financial markets, assess risk, provide stock recommendations, and help clients build profitable portfolios aligned with their financial goals. Key Responsibilities:Conduct in-depth analysis of stock market trends, financial data, and economic indicators. Provide daily/weekly market outlooks and stock recommendations. Develop personalized investment strategies based on clients’ financial objectives, risk profiles, and time horizons. Monitor portfolio performance and make necessary adjustments or rebalancing suggestions. ...

About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation. We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, ...

About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation. We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, ...

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners (www.pandionpartners.com). We are a high-conviction, high-touch firm with a strong track reco...

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners (www.pandionpartn...

Job Requirements Job Requirements Job Title: Investment Portfolio Manager Function/Department: Wealth Management and Private Banking Sub-Function: Investment Portfolio Manager – Wealth Management Role and responsibility: - Investment strategy Define Investment strategy, asset allocation basis the prevailing market conditions Be up to date with Equity and Debt markets by going through investment reports/conceals Product Selection Develop and manage the fund selection models Product Due diligence to understand the qualitative aspects of the products Financial Planning and Wealth Protection Financial goal setting and planning and prepare investment proposals for the clients Asset allocation and...

Job Title: Portfolio Management Intern Location: Remote / Hybrid (Bangalore preferred) Organization: PipRaisers Stipend: Up to ₹30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About PipRaisers PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets. Role Overview As a Portfolio Management Intern at PipRaisers, you will...

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...