Investment Professional

2 weeks ago

Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Roles & Responsibilities:

Investment Professional (Advisory)

· Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs

· Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models

· Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile.

· Prepare yearly review & rebalancing reports for clients within TAT

· Continuous monitoring and tracking portfolios of clients with the help of RM's Team and responsible for closing of actions to build fresh AUM

· Maintaining and Analysis of MIS at regular intervals

· Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas.

· Understanding the market dynamics and have broad knowledge on markets and its possible impact on portfolios

· Building own AUM

Job Specifications Required:

Qualifications:

· Investment Advisory and Research experience of minimum 3-6 years

· Needs to be conversant with the working of mutual funds, PMS, AIFs etc – including their taxation, types of schemes, etc

· Updated knowledge about the markets and economic developments

· Excellent report writing and communication skills

· Should be proficient in Excel

· Should have CFP and/or NISM X A and X B – Advisor Level I & II, NISM Series V A – MF Distributors Certification Examination and NISM Series XXI A – PMS Distributors Certification Examination

· Should be a Graduate with 3-6 yrs of relevant experience or Postgraduate (Full time MBA preferably) with 2-5 years of relevant experience

· Well versed with client skills; to be engaged with clients and RMs at larger scale

In case there are any further queries feel free to mail over on or WhatsApp on

  • Investment Analyst

    2 weeks ago

    Mumbai Metropolitan Region, India Ares Management Corporation Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

  • Investment Banking Faculty

    6 days ago

    Mumbai Metropolitan Region, India QuintEdge Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Position: Investment Banking FacultyLocation: Mumbai (On-site, Full-Time)Company: Quintedge⸻About QuintedgeQuintedge is a fast-growing EdTech platform redefining finance education in India. We offer industry-aligned courses in Investment Banking, Financial Modeling, CFA, FRM, ACCA, and more – helping students and professionals build practical skills that...

  • Director - Investment Banking

    3 days ago

    Mumbai Metropolitan Region, India Systematix Group Full time ₹ 15,00,000 - ₹ 60,00,000 per year

    MD/ Director IBECM (Head of Technology Sector Coverage)Location: BKC.Mumbai.About The CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management.With 35+ years of legacy & 300+ experienced...

  • Venture Capital Investment Analyst

    3 days ago

    Mumbai, Maharashtra, India Samarthya Investment Advisors Full time

    Job DescriptionFull-Time Opportunity: Venture Capital Investment Analyst at SamarthyaLocation: Nariman Point, Mumbai/ Bangalore / ChennaiCommitment: Full-timeRequirements:NISM Series XIX-D exam (For Cat I and II AIF )About UsSamarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in...

  • Urgent! Venture Capital Investment Analyst

    1 day ago

    Mumbai, India Samarthya Investment Advisors Full time

    Job Description Full-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai/ Bangalore / Chennai Commitment: Full-time Requirements:NISM Series XIX-D exam (For Cat I and II AIF ) About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential...

  • 15h Left Venture Capital Investment Analyst

    5 days ago

    Mumbai, Maharashtra, India Samarthya Investment Advisors Full time

    Full-Time Opportunity: Venture Capital Investment Analyst at SamarthyaLocation: Nariman Point, Mumbai / Bangalore / ChennaiCommitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF )About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech,...

  • Acaipl Investment

    1 week ago

    Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full time

    About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...

  • Acaipl Investment

    5 days ago

    Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full time

    About UsAreion Assets Management Pvt Ltd is a group company of "Areion". Areion Group comprises a portfolio of financial services companies focused on supporting borrowers facing financial distress.Areion Asset Management Pvt Ltd is an investment manager to SEBI-registered Category I and Category II AIFs. The company has successfully launched 4 schemes under...

  • Sr. Associate, Investment KYC

    2 weeks ago

    Mumbai Metropolitan Region, India Ares Management Corporation Full time US$ 1,20,000 - US$ 2,00,000 per year

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

  • Infrastructure Investment Professional

    1 week ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Infrastructure Investment ProfessionalWe are seeking a highly skilled and experienced Infrastructure Investment Professional to join our team.The ideal candidate will have a deep understanding of the infrastructure landscape, including valuation models, market nuances, and regulatory requirements.New Deal Opportunity Analysis:Conduct thorough analysis of new...