Financial Portfolio Specialist

**Investment Opportunities Analyst Role**This role involves analyzing and closing investment opportunities. The key responsibilities include:Conducting thorough due diligence on potential investments, evaluating their financial health and growth prospects.Analyzing macroeconomic and microeconomic factors affecting target companies, assessing the impact of...

Location: Delhi, Mumbai, Kolkata, HyderabadExperience: Minimum 2 yrsJob Acquisition of Point of sales persons/ Associates- Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of different Insurers- Give Joint call support to all POSPs along with Direct Sales exposure- Accountable for Business Targets individually in sync...

At Arcana, we're transforming the tools institutional investors rely on.We combine finance and technology to shape real solutions for investors.Responsibilities:Collaborate with cross-functional teams to craft robust portfolio intelligence platforms.Analyze performance and risk at the portfolio and security levels.Decompose returns to identify key drivers of...

At Arcana, we're rethinking the tools institutional investors rely on.We're seeking skilled analysts to drive this transformation by collaborating with our cross-functional teams to build robust portfolio intelligence tools and analytics components.Key Responsibilities:Work closely with product, engineering, and data science to shape institutional-grade...

Job Opportunity: Wealth Management LeadWe seek an experienced Wealth Manager to spearhead our team.The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.Key Responsibilities:Developing and maintaining client relationships to understand investment goals and risk...

The Client Partnerships Specialist is the pivotal figure in nurturing and maintaining robust client relationships. This individual will be responsible for securing high net worth clients and providing them with tailored financial solutions.Responsibilities:To acquire preferred clients (affluent and super affluent)Maintain client relationships and generate...

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist...

About the Role:We are seeking a dynamic and results-driven Investment Portfolio Specialist to manage and grow partnerships with clients, broker networks, and investment platforms. The role involves trading on behalf of investors, providing tailored investment recommendations, and ensuring optimal portfolio performance.The ideal candidate will have experience...

Financial Transactions SpecialistWe are seeking an experienced Financial Transactions Specialist to manage our day-to-day financial activities.Job Description: The ideal candidate will have expertise in managing financial transactions, maintaining accurate books of accounts, and ensuring compliance with accounting standards.Key Responsibilities:Maintain...

Financial Accuracy SpecialistWe are seeking a highly skilled Financial Accuracy Specialist to join our team. In this role, you will be responsible for ensuring the accuracy of our financial operations by preparing and issuing invoices to customers in a timely and precise manner.