Investment Consultant

Job description: Analyst - IBCompany Description:Acquara is a leading global financial outsourcing organization & investment banking lead having headquartered in UAE providing a broad range of financial services, such as financial outsourcing, investment banking, Mergers & Acquisitions, investment management, and financial advisory services to a large and...

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.Manager InvestmentsSustainable InvestmentsThe Sustainable Investment Analyst will sit within Mercers Investment Management (IM) team reporting to the...

The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions.This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role...

Industry:AI, Deep Tech, Financial Services, Mutual fund services, PMSRole Overview:We are looking for a high-potential Strategy Analyst with a unique blend of financial acumen and AI/technology fluency. This role is ideal for candidates with 3–5 years of experience in investment research, equity analysis, or business analysis within financial services, who...

Key Duties/Responsibilities :• New client prospecting through cold-calling, appointments, and references. • Promote investments in Equity products, Mutual Funds, Insurance, and PMS. • Cross-sell third-party distribution products to existing clients. • Provide after-sales service, regular follow-up, and ensure client retention. • Reactivate inactive...

We are looking for a proactive and analytical Investment Analyst to join our family office team in Mumbai. This role offers a unique opportunity to work closely with the principal and investment leads on sourcing, evaluating, and managing investments across private equity, venture capital, and other asset classes. The ideal candidate is passionate about...

Our client, One of India's largest diversified financial services providers is looking to engage with a Investment Associate.Key Responsibilities:New InvestmentsWork with the team on building/refreshing strategyHelp develop thematic investment thesis and build a pipeline of potential investment leadsLead deal execution – build financial models and prepare...

Industry: AI, Deep Tech, Financial Services, Mutual fund services, PMSRole Overview: We are looking for a high-potential Strategy Analyst with a unique blend of financial acumen and AI/technology fluency. This role is ideal for candidates with 3–5 years of experience in investment research, equity analysis, or business analysis within financial services,...

Company:MercerDescription:We are seeking a talented individual to join our Investment Management (IM) team at Marsh McLennan. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.We will count on you to:Lead ESG analytics with a sound understanding of ESG issues and topics across...

KEY RESPONSIBILITIESLead Generation & Sourcing: Identify and connect with potential clients for SME IPOs, Mainboard IPOs, and private equity deals through research, networking, and outreach.Strategic Partnerships: Build tie-ups with CAs, CSs consultants, and IB firms to create a strong referral network.Client Relationship Management: Understand client needs...