Investment Portfolio Manager

Job Title: Investment StrategistThe role of an Investment Strategist is vital to providing customized investment and financial planning services to clients. This position entails assessing clients' financial needs, devising tailored investment plans, and ensuring that their investment portfolios align with their long-term objectives.Key...

Fixed Income Portfolio ManagerAbout this opportunityWe are seeking a talented individual to work on practical assignments associated with fixed income investment and analysis with simulations in:Fixed Income Analysis & Valuation:Calculate Yield to Maturity (YTM) and assess returns on different types of fixed-income securities.Determine Present Value (PV) of...

Job DescriptionThe primary role involves working closely with clients to understand their investment requirements in the structured finance space. This position is responsible for onboarding client portfolios by reviewing legal agreements and servicer or trustees' reporting.Support clients in risk and exposure monitoring of transactionsCalculate and monitor...

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.Our talented teams working around the globe bring expertise that's...

Job OverviewWe are a leading global investment management organization that combines financial expertise, data-driven insights, and cutting-edge technology to deliver innovative solutions for clients worldwide.Our strategies span equities, alternatives, multi-asset, and customized solutions, serving some of the world's largest institutional investors,...

About this Leadership RoleThe portfolio manager will directly oversee a collection of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing comprehensive investment advisory and wealth management solutions.This is an individual leadership role (not team management), requiring a strong personal network, deep product knowledge, and a track...

Job DescriptionWe are seeking a skilled and motivated individual for an internship in Wealth Management. This is a unique opportunity to gain practical exposure to investment advisory, portfolio construction, and risk analysis.The successful candidate will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation,...

Job OverviewThe role of a Chief Manager - Wealth Management is pivotal in delivering exceptional service to clients, building strong relationships, and providing tailored solutions.Main Responsibilities:Client SolutionsDevelop and offer customized solutions based on client needsCultivate strong relationships with existing clients and acquire new ones through...

Senior Portfolio Strategist">As a seasoned investment professional, you will be responsible for developing and implementing effective portfolio strategies, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the portfolios under your management, and you will play a key part in maintaining and...

Key Responsibilities:Manage portfolio details of private equity funds, including updating and maintaining information to ensure data accuracy and consistency.Develop and customize quarterly reporting templates for investors to provide clear insights into fund performance.Analyze performance data from private equity funds, using financial reports and cash...