Financial Portfolio Specialist

About Stack Wealth:We're a fintech startup backed by Y Combinator, on a mission to revolutionize wealth management for India's emerging affluent. We believe everyone deserves access to sophisticated investing strategies, transparent and aligned with individual financial goals.Our team has deep experience in finance, product, and technology, and we're backed...

Job Title: Investment StrategistKey Responsibilities:Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.Conduct regular portfolio reviews and risk assessments to optimize client investments.Identify and onboard...

Job DescriptionWe are seeking a skilled financial professional to build and manage client portfolios, focusing on creating strong, trusting relationships through personalized advisory approaches.The ideal candidate will have demonstrated experience in wealth management or a related field, with a proven track record of success in building and managing client...

Senior Wealth Manager RoleWe are seeking a skilled and experienced Senior Wealth Manager to enhance our team's capabilities.The ideal candidate will possess significant experience in the Indian financial services market, an existing clientele base, and a proven track record of delivering comprehensive wealth management solutions.Key...

About this roleAs a Portfolio Manager, you will work on cutting-edge projects involving investment advisory and portfolio management. This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.This internship is designed to provide practical exposure to wealth management...

A seasoned financial professional is sought after to manage the investment portfolio. Responsibilities include monitoring performance, ensuring accurate accounting and book-keeping, overseeing cash flow, and optimizing liquidity.Key ResponsibilitiesMonitor and report on investment portfolio performance.Ensure accurate accounting and book-keeping...

Investment Banking AssociateThe opportunity lies with an alternative investment fund for a dynamic associate to identify new investment opportunities and monitor existing portfolio companies.Key Responsibilities:Conduct comprehensive financial analyses and develop robust financial models.Engage in industry and market research to inform strategic...

About the RoleWe are actively seeking ambitious individuals to fill a key position within our organization. In this capacity, you will engage with discerning clients possessing a net worth of 50 lakhs and above.Responsibilities:Help people understand our portfolio management service in mutual funds.Guide clients to make informed investment choices.Convert...

Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

Job Title: Asset Portfolio Management SpecialistJob Description:We are seeking an experienced asset portfolio management specialist to join our team. In this role, you will work closely with the client's asset management team to manage the day-to-day workflows of the fund's existing assets.Main Responsibilities:Monitor and analyze cash flows, tracking and...