Financial Portfolio Specialist

Job OverviewWe are seeking a skilled financial analyst to join our wealth management team.The ideal candidate will have prior experience in managing client portfolios and conducting research on investment products.Key ResponsibilitiesDevelop comprehensive financial plans tailored to client goals, risk profiles, and investment preferences.Support portfolio...

Job Title: Credit ManagerAbout the RoleThe key responsibilities of this role will include managing credit and providing financial guidance to clients.Oversee the management of client credit portfolios to ensure optimal financial performance.Develop and implement effective strategies to manage risk and improve financial outcomes.Collaborate with...

Job Opportunity: Wealth Management AnalystWe are seeking a highly skilled and experienced Analyst to join our team in New Delhi. This is an exciting opportunity for candidates who thrive in a dynamic, high-impact environment and have prior frontline experience in financial markets and portfolio management.About the Role:Develop and implement personalized...

As a Financial Portfolio Manager, you will be responsible for building strong partnerships with agents and driving business growth through them.Key Responsibilities:Develop and execute strategies to increase sales volumes by acquiring and activating new financial advisors, distributors, and banks.Regularly meet with distributors to identify potential...

Portfolio Intelligence AnalystAcutely transform portfolio value through the integration of cutting-edge tools and data-driven insights.Partner with cross-functional teams to design and implement impactful financial software solutions.Analyze complex portfolio performance, risk, and attribution to provide actionable recommendations.Decompose returns to...

Company DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...

Portfolio Data SpecialistWe are seeking a dynamic Portfolio Data Analyst to join our team and collaborate closely with founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting our client onboarding and success teams.Key Responsibilities:Analyze and onboard portfolio data from various sources...

Financial Risk SpecialistJob Summary:We are seeking an experienced Financial Risk Specialist to join our team.Key Responsibilities:Prepare and amend financial models with accurate information from various sources.Evaluate transaction risks, business risks, and industry risks to identify mitigation strategies.Develop and maintain relationships with customers,...

Job DescriptionThe role of a Financial Services Specialist involves providing personalized financial planning services to clients. This includes retirement planning, investment management, and wealth preservation. In this capacity, you will collaborate with experts in investments, finance, and taxation to develop unique financial strategies tailored to each...

Job DescriptionThe strategic planning, reporting and governance capability within are responsible for supporting successful portfolio delivery via close working relationships with the respective Delivery Leads and delivery managers. Acting as an integral part of the Portfolio Office across value chain.This role will act as Secretariat for Delivery Action...