321 Rebalancing Jobs - Page 8

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...

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 ...

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...

Location: Noida Company: FINVESTMENTS About the Role The Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combines investment advisory, financial analysis, client relationship management, and business development . The ideal candidate should have strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities 1. Investment Advisory & Portfolio Management Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. Construct and manage diversified portfolios aligned wi...

Business Analyst – Investments A Business Analyst in Investments is responsible for conducting detailed research and financial analysis to support robust investment decision-making for All Wave. This position requires at least 2 years’ experience in financial analysis, investment research, or treasury operations, along with a strong understanding of Indian capital markets—including major equity and debt instruments, SEBI regulations, and local economic drivers. Familiarity with Indian stock exchanges, mutual funds, and corporate governance practices is essential for effectively supporting investment and treasury decision-making. Key responsibilities include: The role will work with the senio...

Analyse individual client portfolios in terms of returns, risk, asset allocation, and benchmark comparisons. Conduct detailed research on mutual funds, PMS, AIFs, bonds, and equity strategies. Track macroeconomic indicators, market trends, and fund manager commentary to recommend tactical shifts. Assist in creating investment proposals, rebalancing strategies, and customized portfolio models. Monitor portfolio diversification, sector exposure, credit risk, duration (in debt), and fund overlap. Use tools like Morningstar, PMS Bazaar, PMS AIF World, Value Research, or Bloomberg for performance and peer comparisons. Support compliance and risk analysis related to portfolios. Maintain investment...

Job Overview: As we expand our vision, we're building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight. 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. Wealth & Investment Advisory 1. Develop customized financial plans aligned with clients' life goals, liquidity needs, and risk profiles 2. Provide advice across asset ...

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 replenishment backlog. Ensur...

Senior Software Engineer - Java WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like wha...

Senior Software Engineer - Java What Makes Us, Us Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like wha...

Connor, Clark & Lunn Financial Group Ltd. Gurugram, India As passionate developers, we are faced with complex problems that are ideally solved with technology. Applying technology to investment problems has been key to the firm’s success and plays an increasingly significant role in the evolution of the firm and the industry. Our Trading & Compliance systems handle many thousands of orders per day in more than 70 countries around the world. The Information Systems Trading & Compliance Team has presence in Vancouver, Canada and Gurugram, India. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. We are looking for ...

Advise client about trading Handling clients via providing recommendations and trading related services. Handling and meeting clients and giving training on How to trade Online through various Trading Applications. Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls. Provide insights, updates, and recommendations based on market movements and analysis. Evaluate financial risks and decide on trading based on available data. Attain thorough knowledge about stock market terms and trading practices. Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. Communicate with clients to under...

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...

Qualification- Any Graduate, MBA Marketing preferred Experience- 2-3 years (Fresher with excellent communication skills also welcome) Certification- NISM - VA is an added advantage Number of positions - 3 (Male/Female) Job Description- 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, and investment preferences, and recommend suitable mutual fund products and solutions. Educate customers on the product benefits Conduct ...

Job Title: Vice President – Family Office & Investment Research Location: Mumbai, Maharashtra (Hybrid/Office-based) Type: Full-time Compensation: ₹90,000–₹1,00,000 per month (CTC) About Rashi Fincorp Rashi Fincorp is a diversified financial services platform with over 25 years of experience spanning equity broking, secured lending, NBFC services, and wealth management. We also manage a proprietary family office portfolio, focusing on long-term value creation across public and private investments. Learn more at www.rashifincorp.com. Role Overview We are looking for a mature, high-caliber professional to join us as Vice President – Family Office & Investment Research. This is a senior role des...

Job Description- 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, and investment preferences, and recommend suitable mutual fund products and solutions. Educate customers on the product benefits Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs. Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and ma...

Sales; Client Acquisition: Develop and execute lead management strategies for inbound and outbound prospects. Contact potential clients via calls, WhatsApp, emails, and video consultations. Understand client profiles and convert leads into successful investors using consultative sales techniques. Track and improve conversion rates using CRM tools and dashboards. Financial Advisory: Conduct comprehensive need analysis based on clients’ financial goals, risk appetite, income, and time horizon. Recommend appropriate mutual fund schemes (SIP/lump sum), portfolio allocation, and tax-saving strategies. Educate clients on mutual fund products, asset classes, tax implications (80C, LTCG, STCG) and i...

Your Team Responsibilities The MSCI Index Calculation Team , also known as Alcyone , is responsible for the production and maintenance of MSCI Indexes. Our advanced calculation platform processes over 200,000 indexes daily , covering categories such as Equity, Fixed Income, Crypto, and Multi-Asset . These indexes support more than USD 10 trillion in assets under management (AUM) globally. Our team collaborates closely with Research, Product, and Coverage counterparts to automate the latest offerings in indexes and portfolio rebalancing using latest technologies. Your Key Responsibilities The candidate will be primarily in charge of developing MSCI flagship Equity Index calculation Platform u...

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...

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office Lead Specialist – Investments As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, ...

Job Summary The incumbent should have relevant experience in equity advisory and dealing for PMS products Candidate should have capabilities to interact with UHNW clients and explain the rebalancing orders Should have fair understanding of equity markets, investing and portfolios. This role will require coordinating with Investment strategy team to understand investment ideas and communicate the same to ND PMS/ or PMS clients. Ability to convince customers to add additional AUM Brand Execute trades for ND PMS strategy and strengthen SCSI investment products in the local market as differentiated proposition for UHNW clients Key Responsibilities In addition, the person should be able to coordi...

Product Manager (Crypto) Pluang Technologies India Private Limited, Gurgaon, Haryana, India Capability N.A. Department Product Crypto Job posted on Aug 05, 2025 Employee Type Full Time Experience range (Years) 3 years - 4 years Position description: We are looking for a skilled professional to manage crypto products and lead strategic initiatives. As the SPOC for crypto products, you will collaborate with tech, customer support, analytics, and marketing teams to optimize processes, resolve customer issues, and implement improvements. Key responsibilities include crypto listing/delisting, risk management, and driving projects like liquidity provider integration and portfolio enhancements. Thi...

Job Title: Relationship Manager – Stock Market Summary: We are looking for a dynamic and client-focused Relationship Manager to join our stock broking team. The ideal candidate will be responsible for managing a portfolio of high-net-worth individuals (HNIs) or retail clients, providing them with investment advisory services, and ensuring excellent customer satisfaction in the equity and derivatives markets. Key Responsibilities: Develop and manage strong relationships with existing clients and actively acquire new clients for equity, derivatives, mutual funds, IPOs, etc. Advise clients on their investments based on market trends, risk appetite, and portfolio goals. Execute buy/sell orders f...

Job Description Job Title : Manager Function : Fund Services Job Type : Permanent Location : Mumbai Shift : UK shift 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 /...

Job Title : Manager / Senior Manager - Wealth (AUM) Location : Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai Employment Type : Full Time Job Summary: We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources. Key Roles and Responsibilities: Client Relationship Management: - Build and nurture long-term...