1,343 Asset Allocation jobs in India

Investment analysts utilize a combination of financial knowledge and technical expertise to provide insights on investment opportunities.

• Analyzing market trends and providing data-driven recommendations for portfolio management.
• Developing and maintaining relationships with clients to understand their financial goals and risk tolerance.
• Conducting thorough research on various investment options, including stocks, bonds, and alternative investments.
• Collaborating with cross-functional teams to identify opportunities for growth and optimization.

1. Market Analysis & Portfolio Management:
• Evaluating market conditions and making informed decisions about asset allocation.
• Developing and implementing investment strategies that align with client objectives.
• Maintaining up-to-date knowledge of industry trends and regulatory changes.
2. Client Engagement & Relationship Building:
• Fostering strong relationships with clients through regular communication and education.
• Identifying new business opportunities and developing strategies to pursue them.
• Providing exceptional customer service and ensuring timely issue resolution.
3. Financial Research & Analysis:
• Conducting in-depth analysis of financial data to inform investment decisions.
• Developing and maintaining complex financial models to evaluate investment opportunities.
• Staying current with industry developments and applying this knowledge to drive business results.
4. Technical Skills:
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Experience with financial software and tools, such as Bloomberg and FactSet.
• Strong analytical and problem-solving skills, with ability to communicate complex ideas simply.
Requirements
• Bachelor's degree in Finance, Economics, or related field.
• 1-3 years of experience in investment analysis or related field.
• Strong analytical and problem-solving skills, with ability to communicate complex ideas simply.
What You Will Learn
• Practical exposure to investment advisory, portfolio construction, and risk analysis.
• Hands-on experience of asset allocation using investment advisory tools.
• Strong analytical and financial modelling skills.
• Enhanced presentation and communication skills.
Who Should Apply?
• Student of fresh graduate from any academic discipline.
• Strong analytical and problem-solving skills.
• Basic knowledge of Microsoft Office.
• Willingness to self-learn and work in a fast-paced environment.

Job Overview

We're seeking a skilled Quantitative Trader to drive trading strategy development and execution.

• Analyze market trends and data to generate trading hypotheses across various markets.
• Develop, test, and refine alpha signals and strategy logic using large-scale data feeds.
• Collaborate with developers to integrate strategies into high-performance production environments.
• Monitor strategy performance and adjust parameters in real-time to optimize results.
• Analyze execution quality, slippage, and queue positioning to enhance fills and profitability.
• Stay up-to-date with market changes, exchange mechanics, and competitive landscape.

Ronin-Studies is an independent market research company.

We are recruiting for finance professionals to participate in a paid consultancy session on an online research study.

Responsibilities include involvement in investment strategy and asset allocation decisions.

The purpose of this study is to understand the family office's investment approach and portfolio management practices.

This study aims to gather insights from experienced wealth managers.

The paid consultancy session will be conducted as an online questionnaire, lasting approximately 10 minutes.

Participants will receive a compensation package upon completion.

• Develop and maintain complex financial models to support investment decisions, scenario analysis, and strategic planning.
• Conduct in-depth financial research and analysis of market trends, economic indicators, and competitive landscapes.
• Prepare detailed financial reports, presentations, and performance dashboards for senior management and stakeholders.
• Assist in the budgeting and forecasting process, ensuring accuracy and alignment with strategic objectives.
• Analyze variances between actual and projected financial results, identifying key drivers and recommending corrective actions.
• Evaluate potential investment opportunities, including due diligence and risk assessment.
• Monitor and analyze portfolio performance, providing insights and recommendations for optimization.
• Collaborate with various departments, including portfolio management, risk, and operations, to gather financial data and ensure consistency.
• Stay abreast of regulatory changes and industry best practices impacting financial reporting and investment strategies.
• Identify opportunities for process improvements and efficiencies within the finance function.
• Support ad-hoc financial analysis requests from senior leadership.
• Ensure compliance with accounting standards and corporate policies.
• Contribute to the development of long-term financial strategies.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA charter preferred.
• Minimum of 5 years of progressive experience in financial analysis, investment banking, corporate finance, or a similar role.
• Advanced proficiency in financial modeling, valuation techniques, and forecasting methodologies.
• Expertise in Microsoft Excel (including advanced functions like pivot tables, VLOOKUP, financial modeling) and PowerPoint.
• Familiarity with financial databases and analytical tools (e.g., Bloomberg, Refinitiv Eikon).
• Strong understanding of capital markets, investment instruments, and corporate finance principles.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial information clearly and concisely.
• Ability to work independently, manage multiple priorities, and meet tight deadlines in a remote setting.
• Detail-oriented with a high degree of accuracy.
• Proven ability to collaborate effectively with cross-functional teams in a virtual environment.
• A proactive approach to identifying and addressing financial challenges and opportunities.

• Conduct comprehensive financial analysis, including P&L, balance sheet, and cash flow analysis.
• Develop and maintain complex financial models for forecasting, budgeting, and valuation.
• Evaluate investment opportunities, conducting due diligence and risk assessment.
• Analyze market trends, economic conditions, and competitive landscapes.
• Prepare detailed financial reports, presentations, and recommendations for senior management.
• Collaborate with various departments to gather financial data and understand business drivers.
• Ensure compliance with financial regulations and reporting standards.
• Identify financial risks and opportunities, proposing mitigation and enhancement strategies.
• Support strategic planning and decision-making processes with financial insights.
• Monitor financial performance against budget and forecast, providing variance analysis.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or CFA charter is a plus.
• Minimum of 5-7 years of experience in financial analysis, corporate finance, or investment banking.
• Strong proficiency in financial modeling, valuation techniques, and quantitative analysis.
• Advanced skills in Microsoft Excel and financial software (e.g., Bloomberg, FactSet).
• Excellent understanding of accounting principles and financial reporting standards.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Strong communication, presentation, and interpersonal skills.
• Ability to manage multiple projects and meet tight deadlines.
• Detail-oriented with a high degree of accuracy.
• Experience with data visualization tools is beneficial.

Investment Specialist Opportunity

This is an exciting opportunity for a skilled Investment Specialist to join our team. We are seeking an individual with expertise in investment strategy and asset allocation.

As an Investment Specialist, you will be responsible for developing and implementing investment strategies that meet the needs of our clients. You will work closely with our team to understand their investment goals and objectives, and provide tailored solutions to achieve their desired outcomes.

Key Responsibilities:

• Develop and implement investment strategies that meet client needs
• Conduct research and analysis to stay up-to-date on market trends and developments
• Collaborate with our team to deliver high-quality services to our clients

Requirements:

• Seniority: Manager+
• Function: Finance
• Need to have some responsibility on the family office's investment strategy and asset allocations

Benefits:

• Opportunity to develop and implement investment strategies that meet client needs
• Collaborative working environment
• Professional development opportunities

What We Offer:

• A competitive compensation package
• A dynamic and supportive work environment
• The opportunity to work with a talented team of professionals

• Help the team manage work consistently and meet deadlines using a work management system to apply project templates, assign tasks appropriately, and monitor reports and dashboards, as well as schedule related meetings and follow up with internal stakeholders or external vendors.
• Build and maintain reports and dashboards to help plan, manage, and complete work in a timely manner, as well as deliver business intelligence.
• Monitor new incoming work requests to ensure they are correctly routed, assigned, responded to, and completed.
• Serve as a friendly, trusted point of contact for the team or internal stakeholders to help answer questions, provide work updates, or resolve issues.
• Set the team's client-facing investment professionals up for success by managing calendars, and overseeing that meeting preparation and any required materials or analysis has been successfully completed.
• Provide input on workflow and process improvements to make the team more efficient, working with members of other departments as necessary.
• Help maintain all relevant process documentation, meeting notes, and user guides.
• Participates in broader team projects / duties as needed.

• Bachelor's degree
• 1+ years related experience
• Proven ability to organize and manage multiple priorities, meet deadlines, and follow through on projects
• Adapt well to changing plans and priorities; deal comfortably with ambiguity
• Very strong attention to detail; must demonstrate accuracy and thoroughness
• Demonstrate client service orientation and positive approach
• Demonstrated ability to be proactive and anticipate problems and events
• Possess excellent written and verbal communication skills
• Ability to work autonomously and as part of a multi-disciplinary team
• Proficient in Microsoft Office applications
• Demonstrated ability and willingness to learn and use new technology, and appreciation for the value of efficiency

• Customer service experience preferred
• Experience with Confluence, Salesforce and/or Workfront is a plus.