325 Rebalancing Jobs - Page 9

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3.0 years

9 - 9 Lacs

Gurgaon

On-site

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...

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1.0 years

3 - 4 Lacs

Rājkot

On-site

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...

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125.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

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 /...

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0 years

0 Lacs

Delhi, India

On-site

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...

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125.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

Job Description 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, Affiliated / Non-a...

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5.0 - 7.0 years

0 Lacs

Mumbai Metropolitan Region

On-site

Opportunity to work with a leading financial institution Be a part of a global set up About Our Client A leading financial research institution 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 ...

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0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

Job Description for Wealth Manager Profile at FINVESTMENTS The Wealth Management & Analysis professional will be responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while ensuring compliance with regulatory requirements. Responsibilities 1. Investment Advisory & Portfolio Management: •Analyze client financial goals, risk appetite, and investment horizon to suggest suitable mutual funds and insurance products. •Construct and manage diversified investment portfolios, ensuring asset allocation aligns with client ob...

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7.0 years

4 - 9 Lacs

Noida

On-site

Lead 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 what ...

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2.0 years

0 Lacs

Delhi, India

On-site

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...

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7.0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

Lead 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 what ...

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50.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com. Nomura Services, India supports the group’s global businesses. With world-class capabilities...

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15.0 years

0 Lacs

Mumbai Metropolitan Region

On-site

Job Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereb...

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0 years

0 Lacs

Delhi, India

On-site

Job Title: Manager / Senior Manager - Wealth (AUM) sales Location: Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai/ Noida 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...

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0 years

6 - 18 Lacs

India

On-site

Key Responsibilities of a CFA Data Collection and Analysis : CFAs gather and analyze financial data, including economic forecasts, market trends, and historical performance of investments. This analysis helps in making informed investment decisions. Investment Strategy Development : They develop and recommend investment strategies based on thorough research and analysis. This includes assessing the performance of stocks, bonds, and other investment vehicles. Client Advising : CFAs provide personalized financial advice to clients, helping them understand their investment options and the associated risks. They may work directly with individual clients or corporate entities. Portfolio Managemen...

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4.0 - 5.0 years

0 Lacs

Tamil Nadu, India

On-site

About BNP Paribas India Solutions Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union’s leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and Institutional Banking, Investment Solutions and Retail Banking for BNP Paribas across the Group. Driving innovation and growth, we are harnessing the potential of over 10000 employees, to provide support and develop best-in-class solutions. About BNP Paribas Group BNP Paribas is the European Union’s leading bank and key player in international b...

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2.0 years

0 Lacs

Pune, Maharashtra, India

On-site

Job Summary: We are seeking an experienced and client-focused Wealth Manager with a strong background in portfolio management to join our team. The successful candidate will be responsible for managing Customers portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Key Responsibilities: Serve as the primary relationship manager for assigned customers, providing holistic wealth management advice. Develop customized investment portfolios aligned with each customer financial goals, risk tolerance, and time horizon. Conduct portfolio reviews and rebalancing based on market trends, performance, and changing custo...

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5.0 years

0 Lacs

Chennai, Tamil Nadu, India

On-site

Job Description The Analyst – Purchasing and Inventory role at Wesco/Anixter is accountable for forecasting activities associated with customers and products and the subsequent procurement activities and overall effectiveness of inventory with a key focus on maximizing the return on investment and service to our customers. The purpose of the role is to build a forward visibility of future customer requirements, set supply policies and ensure purchase orders are placed effectively and to service level KPI’s. Responsibilities Monitor inventory levels & recommend inventory stock adjustments as necessary Maintain customer inventory letters of intent Manage and maintain the creation of an accurat...

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2.0 years

0 Lacs

Pune, Maharashtra, India

On-site

Job Description As an Analyst - Purchasing and Inventory, your primary responsibility is to serve as the liaison with vendors using quality metrics and implementing inventory control protocols to optimize inventory and service levels ensuring the organization has competitive advantages throughout its supply chain. Responsibilities Monitor inventory levels & recommend inventory stock adjustments as necessary Maintain customer inventory letters of intent Maintain and develop business relationships with suppliers/sales team Expedite order delivery & ensure on time delivery Resolve receiving problems and invoicing issues Place orders with suppliers as necessary Collaborate with customer service ...

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125.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

Job Description 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, A...

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2.0 years

3 - 6 Lacs

Hyderābād

On-site

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: a. In depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing and preferred return. b. Preparation and review of Capital Calls and Distribution notices c. Determining net asset values, calculating ...

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3.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

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...

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2.0 years

0 Lacs

Hyderabad, Telangana, India

On-site

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...

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89.0 years

0 Lacs

Mumbai Metropolitan Region

On-site

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 ...

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2.0 years

0 Lacs

Hyderabad, Telangana, India

On-site

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...

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0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

📢 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...

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