Investment Portfolio Specialist

About the RoleWe are seeking an experienced Portfolio Manager to co-manage private markets solutions end-to-end in partnership with internal teams and external managers. This dynamic role offers a unique opportunity to support portfolio construction and asset allocation across strategies, partner with investment teams to select and monitor investments, and...

Job OpportunityWe are seeking a talented professional to join our team.This role requires working in a hybrid environment and will be based in Mumbai, India.Main ResponsibilitiesSupport day-to-day activities for the team in Mumbai.Liaise with external stakeholders such as fund administrators, investment managers, and auditors.Develop initiatives to enhance...

Portfolio Management OpportunityBotsfolio is seeking experienced crypto traders, analysts, and independent portfolio managers to join our platform as Portfolio Creators. In this role, you will publish and manage live crypto portfolios, share market insights, and contribute to a growing ecosystem of digital asset strategies.This is an opportunity designed for...

Key Responsibilities:Manages the portfolio details of various private equity funds, ensuring accuracy and completeness.Updates pre-defined investor specific quarterly reporting templates to meet client expectations.Analyzes fund performance by examining cash flows and financial reports, identifying trends and areas for improvement.Calculates fund valuation...

Job Overview:This is a challenging role that requires a strong network and excellent communication skills to acquire new clients for equity trading and investment services.Key Responsibilities:Client Acquisition & OnboardingIdentify and acquire new clients by building relationships with them and understanding their financial goals, risk appetite, and...

Job Title: Financial Portfolio Manager">We are seeking a skilled Financial Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions.">This role requires strong analytical skills, a deep passion for investing, and...

Financial Analyst PositionAbout Our OrganisationWe are a reputable investment firm focused on the Indian equity market.Our founding partners have extensive experience in public equities and venture capital.The core strategy of our fund is rooted in thorough research and investment decisions are based on a medium to long-term outlook on stocks and sectors.We...

Job Title: Portfolio Data AnalystWe are seeking a skilled data analyst to support our client onboarding and success team.Key Responsibilities:Analyzing and integrating portfolio data from various sources into our system is crucial for this role.This position involves collaboration with cross-functional teams, including engineering, product management, and...

Job OverviewThis role is focused on managing a portfolio of high net worth individuals and classic banking customers, ensuring strong relationship management and deep engagement.The successful candidate will drive sales and cross-selling of banking products, including current accounts, life insurance, general insurance, demat accounts, and investment...

Job Title: Investment Banking SpecialistAbout the PositionWe are seeking an experienced investment banking professional to join our team. This role is ideal for individuals with 1–2 years of experience in BPO/BPM or MBA (Finance) freshers from the previous batch.Key Responsibilities:Execute day-to-day investment banking processes efficiently.Meet Service...