Senior Investment Portfolio Specialist

Job Title: Investment StrategistThe role of an Investment Strategist is vital to providing customized investment and financial planning services to clients. This position entails assessing clients' financial needs, devising tailored investment plans, and ensuring that their investment portfolios align with their long-term objectives.Key...

Senior Portfolio Strategist">As a seasoned investment professional, you will be responsible for developing and implementing effective portfolio strategies, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the portfolios under your management, and you will play a key part in maintaining and...

About Us:We are seeking an experienced Crypto Investment Specialist to join our team. This role is designed for individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Responsibilities:Publish and manage one or more crypto investment portfolios on our platform.Provide strategic updates, rationale and analysis...

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.Our talented teams working around the globe bring expertise that's...

Company DescriptionMagadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai.Role DescriptionThis is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...

Investment Relationship SpecialistThis role offers an exciting opportunity to develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment solutions. A key aspect of this position is conducting thorough needs analysis to identify client requirements and offer personalized advice on mutual fund...

Capital Markets and Investment AnalystThis is an opportunity to gain hands-on experience in capital markets, portfolio design, and research. As a Capital Market Analyst, you will assist in macro and micro-level investment research, multi-asset portfolio development, and sector-wise allocation strategies.

Key Responsibilities:Manage portfolio details of private equity funds, including updating and maintaining information to ensure data accuracy and consistency.Develop and customize quarterly reporting templates for investors to provide clear insights into fund performance.Analyze performance data from private equity funds, using financial reports and cash...

Expertise in real estate and portfolio management is essential for this key role.The successful candidate will oversee the optimization of existing funds, ensuring seamless performance and timely reporting to the investment committee.Monitoring project progression against financial underwriting assumptions is also a critical aspect of the position. This...

Dynamic Portfolio Insights OpportunityA leading portfolio intelligence platform serves the needs of hedge funds and asset managers. We invite highly motivated analysts to join us in driving transformation.This role offers a chance to work closely with product, engineering, and data science teams to develop robust portfolio intelligence tools and analytics...