Investment Advisor

Registered Investment Advisor - We seek a proactive SEBI-Registered Investment Advisor (RIA) to lead regulatory licensing, compliance, product strategy, and client advisory. - Beyond securing the RIA license, you will drive compliance frameworks, collaborate on tech-driven product development, train relationship managers, manage investment experts, and...

Registered Investment Advisor - We seek a proactive SEBI-Registered Investment Advisor (RIA) to lead regulatory licensing, compliance, product strategy, and client advisory. - Beyond securing the RIA license, you will drive compliance frameworks, collaborate on tech-driven product development, train relationship managers, manage investment experts, and...

About the jobCompany OverviewStack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India's emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we're building an innovative, tech-driven platform to democratize access to...

About the jobCompany OverviewStack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India's emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we're building an innovative, tech-driven platform to democratize access to...

About Us:Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce.  Arena specializes...

Company Overview: Stack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India's emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we're building an innovative, tech-driven platform to democratize access to personalized wealth...

Company Overview Stack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India's emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we're building an innovative, tech-driven platform to democratize access to personalized wealth...

Company Overview: Stack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India's emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we're building an innovative, tech-driven platform to democratize access to personalized wealth...

JOB DETAILS 1)Compliment a team of successful relationship managers by performing the pivotal role of investment expert. 2)Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets. 3)Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return metrics. 4)Generate...

Who we are looking for Looking for compliance professional who understand and can provide end-to-end support to investment company Mutual Fund clients their Compliance teams by sharing primarily meaningful insights about the funds ability to comply with i SEC Securities and Exchange Commission requirements and ii investment guidelines stated in...

Job Summary:We are looking for an experienced Senior Analyst to join our Client Service and Marketing team at Arena Investors I Quaestor Advisors. As the lead analyst, you will be responsible for overseeing our analyst team in Bangalore, focusing on production and analysis for recurring and bespoke marketing and client materials.You will work closely with...

Job Summary:The Mutual Fund Sales Representative will be responsible for promoting and selling Navi's mutual fund products to individual and institutional clients.This role requires a deep understanding of financial markets, investment products, and strong sales skills.The ideal candidate will build and manage relationships with financial advisors,...

State Street Global AdvisorsAt State Street Global Advisors, we believe in the importance of investing in human capital. Our investments team in Bangalore plays a crucial role in helping our clients achieve their investment objectives, and we are seeking an experienced leader to join our team.">About the RoleThe Senior Vice President of Investments India...

Job DescriptionWho we are looking for:Looking for compliance professional who understand and can provide end-to-end support to investment company (Mutual Fund) clients & their Compliance teams by sharing, primarily, meaningful insights about the funds ability to comply with (i) SEC (Securities and Exchange Commission) requirements and (ii) investment...

Job DescriptionThe Private Markets Fund Team at State Street Global Advisors is seeking an enthusiastic analyst with investment experience in Alternatives to support the expansion of our Middle East office.This generalist role will work across all private asset classes, collaborating with the broader private markets funds team based out of US, London, and...

Overview:">At Wokelo AI, we harness the power of Gen-AI to revolutionize investment research and analysis.">Our platform is designed to automate complex tasks, freeing up time for critical thinking and decision-making.">We partner with leading Private Equity, Investment Banks, Corporate Strategy, Venture capital, and Fortune 500 firms to deliver unparalleled...

Job descriptionInvestment Analyst -Inside Sales professional on the sell-side plays a critical role in driving revenue for the firm by managing relationships with investors, promoting the firm's investment products, and providing strategic insights. This role requires a mix of sales acumen, financial market expertise, and the ability to deliver tailored...

Job descriptionInvestment Analyst -Inside Sales professional on the sell-side plays a critical role in driving revenue for the firm by managing relationships with investors, promoting the firm's investment products, and providing strategic insights. This role requires a mix of sales acumen, financial market expertise, and the ability to deliver tailored...

About the Opportunity:">We are seeking a Financial Wealth Advisor to join our team at Dezerv. As a key member of our business team, you will engage with high-net-worth clients, providing expert guidance on portfolio management and investment strategies.">Your Key Responsibilities:">">You will evaluate customer requirements and asset distribution, actively...

Job DescriptionJob descriptionInvestment Analyst -Inside Sales professional on the sell-side plays a critical role in driving revenue for the firm by managing relationships with investors, promoting the firms investment products, and providing strategic insights. This role requires a mix of sales acumen, financial market expertise, and the ability to deliver...