Associate Portfolio Manager
4 weeks ago
We are looking for an Associate Portfolio Manager to join our Private Client PMG team in Pune India Private Client PMG supports the implementation of our private client accounts The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning The Portfolio Management Group PMG is responsible for portfolio implementation and supports the global portfolio management teams by authorizing and implementing portfolio decisions and serving as the contact point with operations and sales teams Functions may include monitoring asset exposures and allocations managing client specific requests tax management monitoring pre-trade client guideline compliance and exception resolution Associate Portfolio Managers initiate trades and monitor the portfolios on an ongoing basis Portfolio Implementation Associates develop an understanding of ABs investment products and operational policies and procedures Specific Responsibilities will include Day to day monitoring of portfolio positioning trade executions cash management and compliance with client guidelines Addressing client requests and managing events throughout the clients life cycle such as cash flows transitions and account openings and closings Private Client PMG manages thousands of transactions per week and the APM is responsible for contributing to this volume Cashflow Management involves Cash flow In - Investing clients cash buying equity stocks mutual funds ETFs as per their desired asset allocation Cash Flow out - Generate cash as per client request from their portfolio by selling relevant securities without hurting clients asset allocation Rebalancing of clients portfolios to realign their asset allocation that might have changed due to market movements Quality control reports to monitor client portfolios Performing Tax estimates - Projecting clients tax implications of client specific activity Liaising with other departments internally including Legal Compliance Sales and Investment Operations Successful candidates will possess the following attributes An interest in the financial markets industry regulations and portfolio management Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios The ability to prioritize multitask and work effectively with a team in a deadline-driven environment Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization An ability to think holistically understand end-to-end processes and reconsider the status quo A proactive and inquisitive approach toward new challenges and problem-solving Candidates should be top academic performers be interested in the investment management industry and meet the following criteria Bachelors degree candidates in business finance economics math computer science engineering or liberal arts Has 1-2 years of experience specific to US market operations and understanding of Portfolio Management Operations Required to work the night shift - US hours Location Pune India Pune India AllianceBernstein
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Mazars - Associate Director - Office Lead
7 days ago
Pune, Maharashtra, India Manager Full timeAssociate Director - Office Lead Forvis Mazars :Forvis Mazars is a leading global professional services network operating under a single brand with just two members: Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories and Forvis Mazars, LLP in the United States. It specializes in providing audit,...
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Pune, Maharashtra, India Techs To Suit Inc Full timeCompany OverviewTechs To Suit Inc is a leading technology services company, providing innovative solutions to clients in the Retail industry.We are seeking an experienced Associate Director to lead our technical portfolio management team.The ideal candidate will have a strong background in retail domain expertise and experience managing large-scale...
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Portfolio Valuation Manager
4 days ago
Pune, Maharashtra, India Wipro Full timeKey ResponsibilitiesThe successful candidate will be responsible for:Reviewing pre-NAV TBs provided by the portfolio administrator and resolving any issues identifiedGenerating consolidated pre-NAV financial statements and company-only financial statements, including detailed expense analysisGenerating consolidated post-NAV financial statements and...
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Associate Portfolio Data Analyst
3 weeks ago
Pune, Maharashtra, India addepar Full timeWho We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar's...
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Deputy Manager-Portfolio Valuation
5 days ago
Pune, Maharashtra, India Wipro Full time- Analysis of Fund performance, calculation of Fund IRR's, Carried Interest- Understand portfolio valuations- Prepare Management Fee calculationsPrimary Responsibilities:The responsibilities of the role include, but are not limited to:Financial Reporting- On a quarterly basis review "pre-NAV" TBs provided by the portfolio administrator and monitor the...
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Portfolio Manager
4 days ago
Pune, Maharashtra, India CRIF India Full timeAbout the Role:We are seeking an experienced Portfolio Manager to join our team at CRIF India. As a Portfolio Manager, you will be responsible for overseeing the management of projects and change requests across the organization. You will develop, implement, and maintain project management methodologies, tools, and best practices to ensure that projects are...
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IT Application Portfolio Manager
4 days ago
Pune, Maharashtra, India Deutsche Bank Full timeJob Description: IT Application Portfolio ManagerWe are seeking an experienced IT Application Portfolio Manager to join our team at Deutsche Bank. In this role, you will be responsible for managing our IT application portfolio, ensuring that our applications are aligned with business goals and objectives.About Deutsche BankDeutsche Bank is a leading...
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Portfolio Management Coordinator
7 days ago
Pune, Maharashtra, India Deutsche Bank Full timeAbout Our TeamWe are a global team of professionals dedicated to delivering exceptional results. Our Corporate Bank Technology team is a global team of 3000 coders across 30 countries, working together to build innovative solutions for our clients. We value collaboration, open communication, and a relentless focus on business value.Job OverviewWe are seeking...
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Technology Portfolio Manager
2 weeks ago
Pune, Maharashtra, India Citigroup Full timeThe Technology Portfolio Manager is a vital role within Services Technology:+ To manage the whole portfolio under GLOBAL Payments Shared Services, Client Enablement and Asia Cluster+ The role will involve managing, planning and working with a team and multiple stakeholders throughout the lifecycle of Financial Management of a Technology department.**Job...
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Portfolio Management Specialist
1 week ago
Pune, Maharashtra, India Ascending Wealth Solutions Full timeWe are seeking a highly skilled Portfolio Management Specialist to join our team at Ascending Wealth Solutions LLP. As a key member of our team, you will be responsible for managing client relationships, developing and implementing financial plans, and providing portfolio management services.In this role, you will conduct financial analyses, prepare and...
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Technology Portfolio Manager
4 hours ago
Pune, Maharashtra, India Deutsche Bank Full timeAbout the Role:The Technology Portfolio Manager will play a critical role in driving business transformation at Deutsche Bank. As a key member of the DWS COO Division Business Manager team, you will be responsible for overseeing a portfolio of initiatives that support the company's strategic objectives.Your primary focus will be on collaborating with...
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Software Portfolio Owner
2 days ago
Pune, Maharashtra, India Deutsche Bank Full timeAbout the Role:The IT Application Manager is responsible for ensuring that the bank's applications meet its IT security risk and compliance requirements. This involves identifying and managing risks associated with the applications, facilitating disaster recovery activities, and managing internal and external application audits.The successful candidate will...
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IT Service Portfolio Manager
4 weeks ago
Pune, Maharashtra, India Siemens Technology Full timeJob DescriptionHello eager tech expertTo create a better future, you need to think outside the box. That's why we at Siemens need innovators who aren't afraid to push boundaries to join our diverse team of tech gurus. Got what it takes Then help us create lasting, positive impactSiemens Corporate Technology India Tech Hub is at the forefront of driving...
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Portfolio Management Professional
7 days ago
Pune, Maharashtra, India State Street Full timeAbout the JobWe are seeking a Portfolio Management Professional to join our team at State Street. As a key member of our team, you will be responsible for supporting our Client Operations team by monitoring and processing custody related events, ensuring accurate and timely records, and providing excellent service to clients.Key ResponsibilitiesPerform daily...
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Forecasting Portfolio Manager
4 days ago
Pune, Maharashtra, India MSD Full timeOverviewMaintaining a patient-first approach, our Human Health Division strives to bring innovative health solutions and advance the prevention and treatment of diseases. As a Forecasting Portfolio Manager at MSD, you will play a critical role in driving business growth by translating therapy area knowledge into actionable insights.About the RoleWe are...
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Portfolio Valuation Manager
3 days ago
Pune, Maharashtra, India Wipro Full timeJob SummaryThis role involves analyzing fund performance, calculating the Internal Rate of Return (IRR) for funds and comprehensively understanding portfolio valuations. The ideal candidate will also prepare Management Fee calculations and contribute to a team that generates financial reports.
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SMB Portfolio Sourcing
2 weeks ago
Pune, Maharashtra, India Wadhwani Foundation Full timeJob Description- Job Description: SMB Portfolio Sourcing & Management (Venture Sourcing Management - SMB / SME)- Location: Pune- Reports To: Hub Lead Ecosystem DevelopmentRole Overview:The SMB Portfolio Manager will focus on identifying high-potential small and medium businesses (SMBs) in their hub and supporting them with corporate partnerships, market...
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Portfolio Management Specialist
4 hours ago
Pune, Maharashtra, India Chakr Innovation Full timeAbout Our CompanyChakr Innovation is a leading provider of innovative solutions and services to clients across various industries. We pride ourselves on delivering exceptional results and exceeding client expectations.Job DescriptionWe are seeking a talented individual to fill the role of Portfolio Management Specialist. In this position, you will be...
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Strategic Portfolio Manager
2 days ago
Pune, Maharashtra, India Deutsche Bank Full timeAbout the RoleAs a Strategic Portfolio Manager at Deutsche Bank, you will play a pivotal role in driving business success by effectively coordinating stakeholder engagement, data reporting, and project management. With expertise in MS Excel and PPT, you will develop and present financial dashboards to inform business decisions.You will work closely with the...
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Cybersecurity Portfolio Manager
3 days ago
Pune, Maharashtra, India HSBC Full timeJob OverviewHSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper.About the RoleThis role involves setting up portfolio outcomes, objectives & key results, capabilities, features, and...