Portfolio Development Specialist

Portfolio Excellence SpecialistJob Description:To guarantee the high quality of your portfolio, you will be responsible for ensuring that it meets our stringent standards. This involves a thorough review of all aspects of the portfolio to identify areas for improvement and implementing strategies to enhance its overall performance.Required Skills and...

Key Roles and Responsibilities- Provide comprehensive customer service to assigned clients.- Identify and source new-to-bank accounts for expansion opportunities.- Strengthen banking relationships through regular client engagements and deepening family household penetration.- Cross-sell a range of financial products, including CASA, Mutual Funds, Life...

Portfolio Valuation SpecialistJoin a team of financial experts working closely with senior professionals to provide high-quality valuation services for investment portfolios.Key Responsibilities:Evaluate portfolio investments across various industries using sound valuation techniquesDevelop and maintain accurate valuation models, detailed reports, and...

Investment Portfolio SpecialistThis internship offers the opportunity to gain hands-on experience in investment portfolio management with a research-led proprietary trading firm. As an Investment & Portfolio Management Intern, you will work closely with senior traders and strategists to analyze, design, and manage portfolios across global markets.

Portfolio Manager RoleAbout the OpportunityDevelop innovative investment strategies for a FinTech start-up that utilizes AI tools.Key Responsibilities:Investment Advisory & Portfolio ConstructionDevelop investment proposals for clients, including portfolio allocation recommendations and long-term macroeconomic outlook.Conduct fundamental and technical...

We are seeking a highly skilled Financial Analyst to join our team. As a key member, you will be responsible for conducting in-depth analysis of Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India.Main ResponsibilitiesTrack and analyze the performance of mutual funds, PMS, and AIF schemes across various...

Job Title: Portfolio StrategistAt our organization, we specialize in simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).We offer a transparent approach to financial success, focusing on wealth creation, risk management, tax planning, and estate planning. Certified as a 'Great Place to Work,' we...

Job OverviewWe are seeking a skilled Investment Portfolio Strategist to join our team. This role combines analytical support and client-facing responsibilities, spanning macro, alternatives, specialized investments, and tax benefit solutions.Key ResponsibilitiesDeveloping tools and dashboards in Python/SQL to improve portfolio efficiency and performance...

Job Title:Hedge Fund AnalystAbout the Role:We are seeking a detail-oriented and proactive Hedge Fund Analyst to join our team. The ideal candidate will be responsible for Net Asset Value (NAV) calculations, P&L reconciliation, and cash reconciliation to ensure accurate reporting and operational efficiency for hedge fund portfolios.The role requires strong...

Job Description:As a senior analyst, you will play a pivotal role in overseeing the investment strategy and asset management for Amherst's portfolio.You will work in a fast-paced, quantitatively driven environment and be comfortable managing and streamlining various high-impact projects and decisions across the portfolio.You will be involved in identifying,...