Investment Portfolio Manager

Job OverviewWe are seeking a skilled Investment Portfolio Strategist to join our team. This role combines analytical support and client-facing responsibilities, spanning macro, alternatives, specialized investments, and tax benefit solutions.Key ResponsibilitiesDeveloping tools and dashboards in Python/SQL to improve portfolio efficiency and performance...

Role OverviewThe ideal candidate will contribute to identifying new investment opportunities and monitoring existing portfolio companies. To achieve this, you will conduct financial analyses, develop financial models, and conduct industry and market research.Key ResponsibilitiesApplication and Documentation Management:Guide students through the application...

Job Title: Portfolio StrategistAbout the Role:Lead systematic investment teams across various asset classes.Manage portfolio performance and risk exposure, ensuring optimal returns.Develop and execute quantitative trading strategies to achieve business objectives.Key Requirements:Minimum 4 years of experience in systematic portfolio management.A proven track...

Job Title: Manager - Capital Markets & Investment Banking AdvisoryCompany: Visure Investment Affairs Pvt. Ltd.Location: Belapur, Navi MumbaiEmployment Type: On site, Full-time (Monday to Saturday)Experience: 5-6 YearsAbout the Role:We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and investment...

Financial Modeling and Investment Research ExpertWe are seeking a skilled professional to join our team of analysts, responsible for generating differentiated insights across global markets through rigorous fundamental research and advanced analytics.The firm invests across multiple asset classes, leveraging technology to enhance decision-making and...

Job Description:As a seasoned sales professional, you will be the key contact for prospective clients. You will delve into their financial profiles, explain our bespoke advisory services, and onboard them into our personalized stock portfolios.You will excel in managing your sales pipeline by following up with prospects, closing deals, and meeting...

About the Investment RoleThis is a comprehensive investment internship designed to provide hands-on experience in investment advisory and portfolio management.Key Responsibilities:Investment Advisory & Client EngagementClients Interaction and Investment Strategies: Learn about client interaction and develop effective investment strategies.Pitch Books and...

Unlock Global Investment OpportunitiesWe empower retail investors in India, the Middle East, and Southeast Asia to invest in mature markets.Data-driven insights help make smarter investment decisions.The Director of Wealth will drive the development and expansion of our wealth management division.Develop a global wealth management strategy, aligning with our...

We are seeking a highly skilled Financial Analyst to join our team. As a key member, you will be responsible for conducting in-depth analysis of Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India.Main ResponsibilitiesTrack and analyze the performance of mutual funds, PMS, and AIF schemes across various...

Job Title: Portfolio StrategistAt our organization, we specialize in simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).We offer a transparent approach to financial success, focusing on wealth creation, risk management, tax planning, and estate planning. Certified as a 'Great Place to Work,' we...