Investment Professional

1 week ago


Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

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 regular intervals

· Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas.

· Understanding the market dynamics and have broad knowledge on markets and its possible impact on portfolios

· Building own AUM

Job Specifications Required:

Qualifications:

· Investment Advisory and Research experience of minimum 3-6 years

· Needs to be conversant with the working of mutual funds, PMS, AIFs etc – including their taxation, types of schemes, etc

· Updated knowledge about the markets and economic developments

· Excellent report writing and communication skills

· Should be proficient in Excel

· Should have CFP and/or NISM X A and X B – Advisor Level I & II, NISM Series V A – MF Distributors Certification Examination and NISM Series XXI A – PMS Distributors Certification Examination

· Should be a Graduate with 3-6 yrs of relevant experience or Postgraduate (Full time MBA preferably) with 2-5 years of relevant experience

· Well versed with client skills; to be engaged with clients and RMs at larger scale

In case there are any further queries feel free to mail over on or WhatsApp on +919819864010



  • Mumbai, Maharashtra, India Kotak Investment Advisors Limited Full time

    Fund Fundamental Research: Conduct in-depth research on companies, industries, and economic trends to identify potential investment opportunities.- Stock Idea Generation: Generate and evaluate stock ideas for the advisory platform.- Investment Thesis Development: Develop and articulate clear and compelling investment theses to clients.- Portfolio...

  • Acaipl Investment

    4 days ago


    Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full time

    About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully managed three schemes under category II AIF with an AUM of Approx. 1500 Crore.Job Summary:The compliance manager will be responsible to monitor and execute various statutory...


  • Mumbai, Maharashtra, India Acme Services Full time

    Key Performance Indicators:Investment return optimization through strategic trade confirmation and settlementEnhanced financial reporting and analysis to inform business decisionsImproved customer satisfaction through prompt resolution of queries and issuesWe are looking for a highly skilled professional to join our team as a Financial Management Specialist....


  • Mumbai, Maharashtra, India Greenchip Relation Full time

    Company OverviewGreenchip Relation: A trust-driven investment relationship firm that specializes in investment relationships, fund raising, corporate restructuring via M&A, JV, and financial re-engineering.We focus on Global Qualified Investors (FPI & FDIs) and Domestic Institutional investors in providing investment opportunities into India. This offers a...


  • Mumbai, Maharashtra, India Altruist Fostering Services Full time

    About the RoleAs an Equity Dealer at Altruist Fostering Services, you will play a critical role in delivering exceptional investment services to our clients. You will be responsible for executing trades, monitoring portfolios, and providing expert advice to clients. Key qualifications include 2+ years of experience in the capital markets, proficiency in...


  • Mumbai, Maharashtra, India Jefferies Full time

    Company Overview:We are Jefferies Financial Group Inc., a U.S.-headquartered global full service, integrated investment banking and securities firm.Job Description:As an Analyst in our FIG, FinTech and Real Estate Investment Banking team, you will play a critical role in executing transactions and providing financial advisory to clients focused on India.Key...


  • Mumbai, Maharashtra, India Michael Page Full time

    Company OverviewThe client is a renowned Global Investment Bank, distinguished by its commitment to delivering expert advice and building long-term relationships with clients. With an extensive global presence, they cater to their clients' needs across various sectors, including M&A, strategic planning, and financing.About UsWe are Michael Page, a leading...


  • Mumbai, Maharashtra, India AGR Knowledge Services Pvt Ltd Full time

    At AGR Knowledge Services Pvt Ltd, we are committed to excellence in the gaming industry. As an Associate, you will play a critical role in driving our success by evaluating investment opportunities, conducting market analysis, and providing insights into the rapidly evolving gaming industry.Key Areas of Responsibility:Gaming Industry Research:Conduct...


  • Mumbai, Maharashtra, India Michael Page Full time

    About Our ClientOur client is a leading Global Investment Bank that provides top-notch advisory and financing services to clients worldwide.We deliver tailored advice and solutions that cater to our clients' unique needs, building long-term relationships based on trust and expertise.Job DescriptionAssist in covering clients and originating transactions...


  • Mumbai, Maharashtra, India Acme Services Full time

    Job OverviewAcme Services seeks an experienced Equity Research Analyst - Sell Side to conduct in-depth research and analysis of publicly traded companies. This role involves generating insightful and actionable reports for institutional and retail clients.Main ResponsibilitiesConduct Fundamental and Industry Research: Analyze financial statements, industry...


  • Mumbai, Maharashtra, India HDFC securities Full time

    Job DescriptionWe are seeking a skilled Senior Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with our clients, educating them about investments, and identifying opportunities to cross-sell our products.

  • Investment Analyst

    2 weeks ago


    Mumbai, Maharashtra, India GrobizFund Full time

    Job Title:Investment AnalystCompany Overview:Grobiz Professionals LLP is investment manager of Amcha Partners AIF Trust, a Category III open-ended AIF that is pioneering the burgeoning SME investment landscape in India. Our primary strategy focuses on investing in anchor positions of SME IPOs for long-term growth and investing in listed SMEs and small-caps....

  • Investment Analyst

    2 weeks ago


    Mumbai, Maharashtra, India GrobizFund Full time

    Job Title: Investment AnalystCompany Overview: Grobiz Professionals LLP is investment manager of Amcha Partners AIF Trust, a Category III open-ended AIF that is pioneering the burgeoning SME investment landscape in India. Our primary strategy focuses on investing in anchor positions of SME IPOs for long-term growth and investing in listed SMEs and...

  • VP - Investments

    3 weeks ago


    Mumbai, Maharashtra, India Michael Page Full time

    Excellent growth opportunities Opportunity to work with a fast-paced organization About Our Client Our client is a reputed private equity backed real estate firm in India, managing a significant portfolio across diverse asset classes. Job Description Lead the development and execution of the investment strategy Manage the company's investment...


  • Mumbai, Maharashtra, India Princeton Digital Group Full time

    RequirementsTo succeed as a Business Analyst at PDG, you should have:Chartered Accountant or MBA qualification2 years or more relevant investment analyst experience in Corporate Finance, Private Equity, Real Estate, Advisory, Infrastructure, or Big 4Fundamental understanding of economics, markets, financial statements, accounting, and valuation...

  • Investment Officer

    2 weeks ago


    Mumbai, Maharashtra, India The World Bank Full time

    Investment Officer Job #: req27950 Organization: IFC Sector: Investment Grade: GG Term Duration: 3 years 0 months Recruitment Type: International Recruitment Location: Mumbai,India Required Language(s): English Preferred Language(s): Closing Date: 8/2/2024 (MM/DD/YYYY) at 11:59pm UTC Description IFC — a member of the World Bank Group — is...


  • Mumbai, Maharashtra, India Jefferies Full time

    Company OverviewJefferies Financial Group Inc. is a U.S.-headquartered global full service, integrated investment banking and securities firm.Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform.Job...

  • Investment Banking

    5 days ago


    Mumbai, Maharashtra, India Greenchip Relation Full time

    Company Description Greenchip Relation. Is a trust-driven investment relationship firm that specializes in investment relationships, fund raising, corporate restructuring via M&A, JV, and financial re-engineering. The firm focuses on Global Qualified Investors (FPI & FDIs) & Domestic Institutional investors in providing investment opportunities into India,...

  • Investment Analyst

    2 weeks ago


    Navi Mumbai, Maharashtra, India Aldrich Business Services Pvt Ltd. Full time

    Position Title: Investment Analyst & Project Manager Location: Navi Mumbai Job Type: Full-time in office Role Overview: We are seeking an experienced and highly skilled Investment Analyst & Project Manager to join our dynamic team. This unique dual role combines the responsibilities of both an Investment Analyst and Project Manager, offering a great...


  • Mumbai, Maharashtra, India EISEN CONSULTANCIES LIMITED Full time

    Business Model:Eisen Consultancies Limited operates on a Private Investment in Public Equity (PIPE) model, which involves fund raising through secondary market transactions for listed and unlisted companies in India.Our team identifies strategic opportunities and establishes partnerships with clients across various sectors, providing them with tailored...