Investment Professional
2 weeks ago
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 adityaanerao@rathi.com or WhatsApp on +919819864010
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Senior Investment Professional
1 week ago
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Investment Analyst
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bangalore, India GenesisCipher Labs Full timeCompany Description GenesisCipher Labs is a FinTech infrastructure startup focused on building secure blockchain protocols to revolutionize finance. The company develops solutions such as stablecoins, oracles, and payment systems to ensure transparency, decentralization, and accessibility in financial ecosystems. As a rapidly growing entity, GenesisCipher...
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bangalore, India xponentiate Full timeAbout XponentiateXponentiate—a fast-growing healthcare recruitment firm redefining how top talent connects with leading healthcare organizations. Since 2022, we've placed 300+ executives, tech, marketing, and clinical professionals by leveraging deep industry expertise and a powerful network. At Xponentiate, you'll help shape the future of healthcare by...
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Associate - Investment Research
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Investment Compliance
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bangalore, India State Street Full timeJob Title – Investment Compliance Senior ManagerJob DescriptionThe focus of this role is primarily to support the conversion of investment compliance rules from legacy compliance system (MIG) to Charles River Investment Management (CRIMS), by performing user acceptance testing of the rules, identifying the issues in rule coding and getting those addressed...
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Co-Founder with Investment
2 weeks ago
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Co-Founder with Investment
2 weeks ago
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CCB PXT Investments VP
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bangalore, India JPMorgan Chase Full timeJoin the Product Experience and Design (PXT) Investments team within JPMorgan Chase's Consumer and Community Banking division, where you'll manage and prioritize billions in annual technology investments. This role is pivotal in optimizing resource allocation across diverse product portfolios, including Auto Lending and Credit Card services. Collaborate with...
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Senior DevOps Engineer
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Bangalore, India STP Investment Services Full timeAbout STP From Pennsylvania to India STP Investment Services is rooted in a culture that focuses on employee growth, professional development, and a team-based, collaborative environment. STP was formed in 2008 with one client, five employees, and $2B in assets under administration. Today, we’re an award-winning, industry-leading fintech and global...
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Bangalore, India State Street Corporation Full timeWhat we are looking for The Private Markets Fund Team is looking to hire an enthusiastic analyst with investment experience in Alternatives. Based out of Bangalore, it will be a generalist role to support the expansion of our Middle East office and will work across all of the private asset classes. The individual will work with the broader private markets...
