Financial Portfolio Manager

Job DescriptionWe are seeking a skilled financial professional to build and manage client portfolios, focusing on creating strong, trusting relationships through personalized advisory approaches.The ideal candidate will have demonstrated experience in wealth management or a related field, with a proven track record of success in building and managing client...

Portfolio Management Specialist RoleAs a Portfolio Management Specialist, you will play a key role in overseeing the performance of our financial institution clients. Your primary responsibility will be to manage a portfolio of 35-40 Financial Institution (FI) clients, undertaking detailed due diligence on borrowers and industries, and preparing credit...

About the RoleWe are actively seeking ambitious individuals to fill a key position within our organization. In this capacity, you will engage with discerning clients possessing a net worth of 50 lakhs and above.Responsibilities:Help people understand our portfolio management service in mutual funds.Guide clients to make informed investment choices.Convert...

Investment Banking AssociateThe opportunity lies with an alternative investment fund for a dynamic associate to identify new investment opportunities and monitor existing portfolio companies.Key Responsibilities:Conduct comprehensive financial analyses and develop robust financial models.Engage in industry and market research to inform strategic...

Job Title: Manager - Fund AccountingAs a manager in the fund accounting team, you will be responsible for delivering accurate and timely net asset values (navs) by performing various types of reconciliations between clients general ledger data and market data providers.Key Responsibilities:Accounting of corporate actionsBooking of trading and non-trading...

Job DescriptionThe primary function of a Portfolio Administrator is to oversee the daily operations of a portfolio, including investor services and corporate functions.Key Responsibilities:Manage shareholder registers for investment funds under administration;Collect subscription documents and KYC information from new investors;Liaise with the compliance...

Job Title: Investment StrategistKey Responsibilities:Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.Conduct regular portfolio reviews and risk assessments to optimize client investments.Identify and onboard...

Senior Wealth Manager RoleWe are seeking a skilled and experienced Senior Wealth Manager to enhance our team's capabilities.The ideal candidate will possess significant experience in the Indian financial services market, an existing clientele base, and a proven track record of delivering comprehensive wealth management solutions.Key...

Job Title: Portfolio ManagerWe are seeking an experienced Portfolio Manager to join our team.About the Role:To manage a portfolio of mid-market and emerging large corporate clients, providing regular monitoring and follow-up services to ensure timely updates on their account developments.To advise borrowers in turnaround situations regarding liquidity...

Investment Analyst RoleWe are seeking an analytical professional to conduct financial analysis and modeling, evaluate investment opportunities, and support portfolio management.Key Responsibilities:This is a full-time on-site role that involves conducting in-depth financial analysis and modeling, evaluating potential investments, and providing expert advice...