Investment Advisor

Role & responsibilitiesEngage with clients to understand their financial goals, risk tolerance, and investment preferences.Provide tailored investment advice across asset classes such as equities, mutual funds, bonds insurance, and real estate alternatives.Develop and present financial plans and investment strategies to clients.Monitor portfolio performance...

Job Title: Investment Analyst Single Family OfficeLocation: Bangalore, IndiaReporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 yearsCandidate Profile QualificationsMBA (Finance) from a reputable B-school• CFA Level 2 cleared or in progressPreferred Experience• Listed equity research (Indian public markets)• Deal evaluation...

Company DescriptionGeojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio...

Role & responsibilitiesEngage with clients to understand their financial goals, risk tolerance, and investment preferences.Provide tailored investment advice across asset classes such as equities, mutual funds, bonds, insurance, and real estate alternatives.Develop and present financial plans and investment strategies to clients.Monitor portfolio performance...

Job Description: Investment AnalystRole OverviewWe are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all...

We are hiring Investment Managers for full time or freelancing opportunityJob Summary:We are seeking an experienced Investment Manager who has successfully handled $200 million+ deals and specializes in private placements. The ideal candidate will have a deep understanding of customer needs, the ability to identify investment opportunities with speed, and a...

Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory...

Seeking a skilled **Equity Advisor** to execute trades, manage client portfolios, and provide investment advice. Must know **capital markets, derivatives, trading platforms, and SEBI norms** with strong communication and client service skills. Required Candidate profileStrong knowledge of Equity, Derivatives, and Capital Markets. Proficiency in NSE NOW,...

Job Title: Investment Accounting Analyst Wealth ManagementLocation: Bengaluru – Onsite(Work from office only)Type: Full-time With LancesoftJob Summary:We are looking for a highly motivated and detail-oriented Investment Accounting Analyst to join our Wealth Management team. This role combines hands-on investment operations with business analysis,...

Merisis Advisors is a boutique investment bank with deep expertise across Technology, Consumer, and Financial Services. We are expanding into Advanced Manufacturing — covering Space Tech, Aerospace & Defense, Electronics, EVs, and related sectors — and seeking a driven AVP / VP to help build and scale this practiceKey Responsibilities:* Originate and...