Financial Portfolio Manager

Investment Analyst Job DescriptionWe are seeking a skilled Investment Analyst to join our organization in India. The ideal candidate will have a strong background in financial analysis and investment management, with the ability to assess and make recommendations on investment opportunities.Responsibilities:Conducting financial analysis and modeling to...

Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here.Job SummaryThe Portfolio Analytics team at Bread Financial is responsible to provide custom insights and reporting support to our partners (client partnership and marketing, field...

About Wealth ManagementWealth managers play a pivotal role in overseeing the financial portfolios of affluent individuals.Key responsibilities include acquiring new clients, maintaining existing relationships and growing assets under management.Managers must offer personalized services to deepen client relationships and increase wallet share.Collaboration...

Job TitleThe Investment Advisor will be responsible for managing portfolios of large private banking clients and should possess prior experience of the same in a private bank or an Asset Management company.Key Responsibilities:Responsible for increasing AUM and driving penetration of financial products, helping private bankers scale up their...

Job Title: Portfolio ManagerThe ideal candidate will be responsible for overseeing the performance of existing investment portfolios, monitoring asset value, and providing regular financial updates to stakeholders. They will also track project progress against business objectives, update investment models, and collaborate with cross-functional teams.Main...

Job Description:The Investment Manager will be responsible for overseeing portfolios of high net worth individuals and families, utilizing their expertise to grow and maintain these assets.Required Skills and Qualifications:5+ years of experience in investment management, preferably with private banking clientsStrong understanding of financial markets and...

Client Growth PartnerA high-performing Client Growth Partner is required to join our Wealth Management Team. This role involves managing and nurturing relationships with existing clients, deepening client engagement, and increasing their Assets Under Management (AUM).Key Responsibilities:Manage a portfolio of 80-100 clients with a current aggregate AUM of...

Portfolio Management and Reporting RoleJob Description:This position involves managing the portfolio details of various private equity funds, including updating pre-defined investor specific quarterly bespoke reporting templates. Additionally, it entails analyzing PE Funds performance by reviewing fund cash flows and quarterly/financial reports. The...

Key ResponsibilitiesDevelop and manage relationships with high net worth individuals to drive revenue growth for the Private Client group.Provide expert advice on equities, derivatives, currency, and commodity markets to generate revenue from clients.Cross-sell third-party products such as mutual funds, portfolio management services, alternate investment...

Key Responsibilities:Manage a diverse portfolio of high-net-worth individual (HNI) clients, ensuring consistent engagement and relationship development.Pursue new HNI client acquisition opportunities with a minimum relationship value of twenty lakhs and above.Streamline client onboarding processes, encompassing documentation, Know Your Customer (KYC)...