Investment Specialist

Job Purpose: This role in essence would be an Investment Counsellor who would advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager to them, would be required to engage with client at a portfolio level, advise on overall asset allocation and recommend products which are suitable for the...

Job Description: Investment Sales AssociateLocation: BengaluruType: Full-time (On-Site)About UsAccred Alts is a boutique alternative investment platform democratizing access to high-quality and bespoke AIFs, private market deals, and thematic funds through curated, lower-ticket opportunities. With a focus on transparency, investor education, and regulatory...

Job Description Principal Responsibilities : Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. Ensure strict adherence to regulatory requirements for Affluent customer segment. Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers. Manage complaints and ensure...

Compliance Specialist– Investment Management Job DescriptionAre you an analytical and detail-oriented individual with a passion for investment compliance? Do you have strong problem-solving skills and excellent communication abilities? We are seeking a Compliance Specialist to join our team in Investment Management.The successful candidate will be...

Job Description Principal Responsibilities : Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. Ensure strict adherence to regulatory requirements for Affluent customer segment. Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers. Manage complaints and ensure...

About UsStronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep...

Job TitleWe are seeking a highly skilled Client Partnerships Specialist to join our team.This role will involve building strong relationships with affluent clients by identifying and capitalizing on investment opportunities that align with their financial goals.The successful candidate will be responsible for maintaining existing client relationships,...

Equity Specialist (Prime Brokerage)Who We AreMillennium Management is a global investment management firm founded in 1989 that manages approximately $79 billion in assets. Millennium has more than 2,300 employees with offices in the United States, Europe and Asia. Over the last 25+ years, our mission has remained constant: to deliver the alternative...

Company DescriptionWe are a boutique financial research and investment intelligence firm that works with our clients on exclusive and customized mandates. Our culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients. We believe in doing what it takes to meet and exceed expectations; success here means...

Company DescriptionWe are a boutique financial research and investment intelligence firm that works with our clients on exclusive and customized mandates. Our culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients. We believe in doing what it takes to meet and exceed expectations; success here means...