Senior Investment Portfolio Specialist

Who we are looking for:We are seeking a Fixed Income Portfolio Strategy Analyst to join the Fixed Income Portfolio Strategist and Specialists Team in Bangalore. The Fixed Income Client Portfolio Managers (CPMs) and Specialists team has a deep expertise and understanding of fixed income markets and investment strategies, primarily working with institutional...

Job DescriptionAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the Portfolio Analysis Group team to partner with the Business.As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the...

Infrastructure Investment SpecialistWe are seeking a highly skilled professional to join our team as an Infrastructure Investment Specialist.The ideal candidate will have a deep understanding of valuation models, market dynamics, and regulatory frameworks. They will also possess strong analytical skills, with the ability to provide in-depth analysis and...

Job DescriptionAs a senior wealth manager, you will play a pivotal role in leading our client acquisition and relationship management efforts.You will be responsible for acquiring and managing high net worth individuals with a focus on long-term wealth creation and relationship management.Develop and maintain an assets under management (AUM) of INR 50 Cr and...

Location: BengaluruCompany: Accred Type: Full-time (On-Site)About Us:Accred Alts is a boutique alternative investment platform democratizing access to high-quality and bespoke AIFs, private market deals, and thematic funds through curated, lower-ticket opportunities. With a focus on transparency, investor education, and regulatory alignment, Accred empowers...

Job Title: Premier Portfolio SpecialistAbout the RoleWe are seeking a skilled and experienced Premier Portfolio Specialist to join our team. In this role, you will be responsible for managing high-net-worth client relationships, providing investment solutions, and driving business growth.Key Responsibilities:Main Responsibilities:Client Relationship...

Job Title:Senior Wealth ManagerWealth Management OpportunitiesAt our organization, we are committed to delivering exceptional investment solutions to high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs). Our team of wealth managers work closely with clients to understand their financial goals and develop customized investment...

Contribute to achieving financial targets and business composition goals of theorganization.Achieve ROI that surpasses the benchmark index for the portfolio, while managingacceptable risk levels.Guide Wealth Managers on the latest products to enhance their sales pitches.Actively engage in internal discussions to collaboratively develop house views across...

About This RoleWe seek a highly skilled Senior Investment Operations Specialist to perform complex tasks, drive process improvement, and lead projects.Process transactions, research inquiries, and reconcile discrepanciesReview timely documents and provide expert adviceTrain junior staff and offer guidanceEnsure audit compliance and address governance...

Location: Bengaluru Company: Accred Type: Full-time (On-Site) About Us: Accred Alts is a boutique alternative investment platform democratizing access to high-quality and bespoke AIFs, private market deals, and thematic funds through curated, lower-ticket opportunities. With a focus on transparency, investor education, and regulatory alignment,...