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 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...

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,...

The position is available in the liability underwriting sector. We are seeking a candidate with experience and expertise in managing financial lines business.Key ResponsibilitiesManage and grow a book of business while maintaining profitability.Monitor market trends, claims experience, and emerging risks impacting liability lines.Contribute to product...

Job DescriptionWe are seeking a Relationship Manager to oversee the management of mid-market and emerging large corporates. The ideal candidate should possess 5-7 years of relevant work experience in banking, ARC, or big 4 consultancy firms.The primary responsibilities include monitoring borrower accounts, maintaining updates on developments, advising...

Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our organization. As a specialist in this role, you will play a crucial part in developing personalized financial plans for clients, supporting portfolio construction and asset allocation, conducting research, and tracking market trends.Key Responsibilities:Assist in...

About our teamWe're a FinTech organization with a passion for developing innovative AI tools.Job OpportunityWe seek a talented student intern to join our Portfolio Management - Wealth Manager role. This is an opportunity for a self-driven, financially skilled student with expertise in investment analysis and advisory.Key ResponsibilitiesAs part of the...

Business Development LeadJob Description:We are seeking a seasoned professional to lead our business development efforts and manage the performance of a high-performing team. The ideal candidate will have experience in financial analysis, wealth management, and team leadership.Manage the performance of the team to optimize revenue and achieve growth...

Founded: 2023Team Size: 40-50Experience: 3- 7+ YearsJob Description - Portfolio Manager – Options / Long-Short / Equities / CommoditiesAbout the RoleWe are looking for a dynamic and results-driven Portfolio Manager to lead and manage proprietary trading strategies across Options / Long-Short / Equities / Commodities. The ideal candidate has a proven track...