Finance Investment Strategist

Job Opportunity:We are seeking a highly skilled Investment Professional to provide personalized investment and financial planning services to clients.About the Role:The successful candidate will be responsible for assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their...

Role Overview:As a capital markets analyst, you will assist in macro and micro-level investment research, multi-asset portfolio development, and sector-wise allocation strategies.You will gain real-time exposure to market data interpretation, trade analytics, and investment decision-making while working with experienced mentors in institutional-style trading...

As an Equity Advisor, you will play a key role in guiding clients through the equity market dynamics. Your primary responsibility will be to activate trading accounts for new entrants and educate them on investing in stocks.Key ResponsibilitiesActivate trading accounts for clients and provide guidance on understanding equity market dynamics.Cross-sell...

As a Portfolio Manager, you will be responsible for overseeing the investment portfolio of our clients. To register with SEBI as a Portfolio Manager, applicants must meet certain eligibility norms.Eligibility RequirementsThe applicant must be a corporate entity.The applicant must have the necessary infrastructure in place, including office space, equipment,...

Investment Portfolio ManagerThis is a key leadership role that involves managing investment portfolios, analyzing market trends, and making informed investment decisions.Key Responsibilities:Develop and implement effective investment strategies to drive portfolio growth and performance.Monitor and manage investment risk to ensure the portfolio remains...

Financial StrategistWe are seeking a skilled financial strategist to address clients' financial needs and goals.Key ResponsibilitiesDevelop personalized wealth management strategies for high net-worth individuals, retail clients, corporate houses, and financial institutions.Provide guidance on investment solutions, including portfolio management, mutual...

Job Title: Senior Financial StrategistLocation: Dubai, UAEA leading organization is seeking a sharp and strategic FP&A Manager to join their finance team in Dubai.This role is key to driving financial visibility, performance tracking, and strategic decision-making across the business.Key Responsibilities:Lead the budgeting, forecasting, and long-term...

About the RoleOverviewWe are seeking a motivated Financial Services Strategist with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on building a qualified pipeline of investors for our Real Estate Fund.The ideal candidate will have experience in financial services, wealth management, or...

Lead Financial Strategist RoleA Lead Financial Strategist is responsible for overseeing the financial operations of an organization, including budgeting, financial reporting, and tax compliance. This position requires strong leadership skills to manage a team of finance professionals.This role involves developing and implementing financial strategies to meet...

As a Strategic Investment Specialist, you will focus on analyzing market trends and providing critical insights to support investment decisions in startups and privately held US companies.Key Responsibilities:Develop and maintain complex financial models to drive investment strategies.Prepare comprehensive reports, pitch decks, and investment memos for...