Investment Services
5 days ago
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible for developing and implementing investment services and products strategies, driving business growth, and ensuring regulatory compliance, while providing expert-level support across multiple investment products and services. YOUR CHALLENGE Product Management Part of JB India’s investment management team, which comprises onshore Portfolio Management (Discretionary, Non-Discretionary) as well as the Alternative Investment Fund (AIF) platform Supporting the Fund/Portfolio Management team with respect to various aspects of product design, strategy, communication, valuation, risk and compliance Investment controlling – ensuring compliance with internal guidelines/policies as well as regulations Working closely with central risk management and compliance with respect to monitoring of controls Working closely with legal for evaluating and implementing ongoing changes in regulations Working closely with operations and technology for process and platform enhancements Maintaining and monitoring portfolio valuation, ongoing co-ordination with valuation agencies Marketing collaterals for investment strategies across PMS/AIF platforms Support to investment management team with respect to offshore portfolio strategy Client Management (internal & external) Working closely with RMs, Business Heads for business development, demand generation, etc. Doing calls / meetings with clients, as and when needed YOUR PROFILE SKILLS REQUIREMENTS OF THE POSITION Approx. 8-10 years' experience Relevant experience of investment management platforms – PMS and AIF Understanding of local regulatory landscape, legal documentation for PMS and AIF Good communication skills (verbal, written) Good collaboration skills We are looking forward to receiving your full job application through our online application tool.
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Acaipl Investment
2 weeks ago
Mumbai, India Acaipl Investment & Financial Services Private Ltd Full timeAbout 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 launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...
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Acaipl Investment
4 weeks ago
Mumbai, India Acaipl Investment & Financial Services Private Ltd Full timeAbout UsAreion Assets Management Pvt Ltd is a group company of "Areion". Areion Group comprises a portfolio of financial services companies focused on supporting borrowers facing financial distress.Areion Asset Management Pvt Ltd is an investment manager to SEBI-registered Category I and Category II AIFs. The company has successfully launched 4 schemes under...
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Acaipl Investment
2 days ago
Mumbai, India Acaipl Investment & Financial Services Private Ltd Full timeAbout us:Areion group consist of boutique investment banking companies like NBFC, Assets Management, Advisory and Investment Banking, specializing in the resolution of distressed assets. We focus on providing solutions in high-growth and niche segments, prioritizing the well-being and growth of our team members. At Areion, we offer various learning and...
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Acaipl Investment
3 days ago
Mumbai, India Acaipl Investment & Financial Services Private Ltd Full timeAbout us:Areion group consist of boutique investment banking companies like NBFC, Assets Management, Advisory and Investment Banking, specializing in the resolution of distressed assets. We focus on providing solutions in high-growth and niche segments, prioritizing the well being and growth of our team members. At Areion, we offer various learning and...
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Investment Counselor
1 week ago
Mumbai, Maharashtra, India Veerwal Getwork Services Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Investment CounsellorLocation: Mumbai - PrabhadeviSalary: Up to 14 LPA (Depending on experience and interview performance)Job Overview:We are seeking an experienced and client-focused Investment Counsellor to join in Mumbai - Prabhadevi. The ideal candidate will have in-depth knowledge of wealth management and investment products such as PMS...
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Investment Counselor
1 week ago
Mumbai, Maharashtra, India Veerwal Getwork Services Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob DescriptionAbout the Role: We are looking for an experienced and dynamic professional to join our team as an Investment Counselor. In this role, you will be responsible for training and enabling branch teams to effectively sell investment products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private...
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Manager - Investment Data Services
2 weeks ago
Mumbai, India M&G plc. Full timeWe are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. Our purpose is to give everyone real...
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Manager - Investment Data Services
24 hours ago
Mumbai, India M&G Full timeThrough our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. Job Title: Manager - Investment Data Services Function: Investment Operations Sub Function: Investment Data Services Location: Mumbai Shift: UK hours Job Purpose: Part of...
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Manager - Investment Data Services
6 days ago
Mumbai, Maharashtra, India M&G plc. Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWe are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. Our purpose is to give everyone...
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Manager - Investment Data Services
1 week ago
Mumbai, India M&G plc. Full timeWe are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. Our purpose is to give everyone real...
