Portfolio Investment Specialist
7 days ago
Investment Analyst TraineeThe role involves collaborating with the team to identify and research investment opportunities, assist in financial modeling, and develop reports and presentations.Monitor market trends to gain insights that inform investment decisions.Evaluate investment prospects and provide recommendations based on a comprehensive understanding of investments and strategic planning.Apply knowledge of finance and portfolio management principles in daily work.Develop expertise in financial modeling, analysis, and reporting tools.Financial data analysis and interpretation skills.Knowledge of financial markets and instruments.Excellent communication and presentation skills.Ability to work effectively in a team environment.Opportunities for professional growth and development.A supportive and collaborative work environment.Competitive compensation and benefits package.Must have proficiency in Microsoft Office Suite.Strong organizational and time management skills.Ability to meet deadlines and prioritize tasks.
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Investment Banking Specialist
2 days ago
Noida, Uttar Pradesh, India 2A Company Full timeCompany Description2A Company is a Real Estate Investment Firm offering end-to-end services in raising private equity, investment advisory, asset management, mergers and acquisitions, and specialized funding. Our focus is on meeting the changing needs of clients by providing all real estate services under one roof, ensuring timely delivery. We deal mainly in...
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Lead Portfolio Investment Analyst
2 days ago
Noida, Uttar Pradesh, India Ameriprise Financial Full timeThe HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while...
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Senior Portfolio Investment Analyst Lead
20 hours ago
Noida, India Ameriprise Financial Services, LLC Full timeJob Description The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently...
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Wealth Manager
2 weeks ago
Noida, Uttar Pradesh, India Bonanza Portfolio Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWealth ManagerJob description:Will be responsible for acquiring preferred clients (HNI/Ultra HNI).To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate...
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Noida, India Seven Consultancy Full timeJOB DETAILS 1.Compliment a team of successful relationship managers by performing the pivotal role of investment2.Develop and strengthen client relationships by demonstrating an in-depth understanding of financial 3.Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return 4.Generate advisory or discretionary...
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Process Specialist-Reporting
1 week ago
Noida, India EPIC Investment Partners Full timeEPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...
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Process Specialist-Reporting
2 weeks ago
Noida, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...
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Process Specialist-Reporting
2 weeks ago
Noida, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...
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Process Specialist-Reporting
2 weeks ago
Noida, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...
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Process Specialist-Reporting
1 week ago
Noida, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...