1,441 Asset Allocation jobs in India
Fixed Income Portfolio Manager
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About the Company
ZeTheta Algorithms Private Limited is a FinTech start-up in India which has been recently set up and is developing innovative AI tools.
About the Role
We are seeking a talented and motivated student intern for Fixed Income Portfolio Manager Role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for banking.
Responsibilities
Practical assignments associated to fixed income investment and analysis with simulations in:
Fixed Income Analysis & Valuation:
- Calculate Yield to Maturity (YTM) and assess returns on different types of fixed-income securities.
- Determine Present Value (PV) of securities and assess market pricing strategies.
- Compare investment options such as corporate bonds, fixed deposits, and mutual funds.
Quantitative & AI-based Financial Modelling:
- Develop financial models in Excel, Python, or R to assess risk and return metrics.
- Implement AI-driven approaches for analyzing credit risk and probability of default.
- Work on Value at Risk (VaR) simulations and machine learning models for risk assessment.
Debt Market & Credit Research:
- Analyze corporate bond spreads, relative valuations, and structured finance instruments.
- Conduct data cleaning and visualization for sovereign credit research and CDS time series data.
- Assist in the structuring and evaluation of project finance and asset-backed securities.
Technology & Automation in Finance:
- Understand Microsoft Excel AI tools for financial modelling.
- Develop and test AI models for credit derivatives and portfolio risk assessment.
- Work on FinTech tools like Virtual Risk Analyser and Virtual Portfolio Analyser.
Qualifications
A student or fresh graduate from any academic discipline.
Internship Details
• Duration: Self paced with option of 1, 2, 3 or 4 months
• Type: Unpaid
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Associate Director, Global Asset Allocation
Posted today
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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
Associate Director – Investments (Multi asset)
We are seeking a highly motivated and detail-oriented candidate to join our Global Multi-Asset team. The successful candidate will support the team in economic research, dynamic asset allocation, portfolio construction across mainstream classes including equities, fixed income, credit, commodities, and currencies. This role combines macroeconomic and market research with quantitative analysis and portfolio management support, requiring strong analytical skills, intellectual curiosity, and the ability to work for a global fast-paced team.
We will count on you for:
- Support the development and implementation of dynamic asset allocation views across global asset classes.
- Support macroeconomic research process on growth, inflation, policy for major economies.
- Collect, clean, and maintain large datasets from multiple sources to ensure accuracy and reliability for research.
- Contribute to the production of regular reports on macroeconomic outlooks, cross-asset strategy, and asset class views.
- Provide analytical support for the global portfolio construction process, including model updates, charting, spreadsheet analysis, and performance monitoring.
- Assist in preparing investment committee papers, internal presentations, and client-ready materials that clearly communicate research insights and portfolio implications.
- Perform scenario/sensitivity analysis, and risk-return assessments to support portfolio decisions.
- Work closely with senior team members to ensure outputs are timely, accurate, and actionable for investment decision-making.
What you need to have:
- Bachelor’s degree in Economics, Finance, Statistics, or related field.
- Progress toward CFA or equivalent qualification preferred.
- 7+ years of relevant experience in Multi-Asset research, asset allocation, macroeconomic analysis, or investment strategy.
- Familiarity with quantitative portfolio construction techniques and principles, including diversification and risk/return considerations.
- Prior experience in a buy-side/sell-side investment research or portfolio management environment is preferred.
- Programming/statistical skills (Python, R, or MATLAB) a strong plus.
- Proficiency in Excel (advanced), PowerPoint, and data visualization tools.
- Familiarity with Bloomberg, FactSet, and other financial databases.
What makes you stand out
- Strong analytical and problem-solving capabilities.
- Excellent written and verbal communication skills.
- Ability to work independently while collaborating effectively with global stakeholders.
- High attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer, a business of Marsh McLennan MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.Com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Investment Strategy Specialist
Posted today
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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.
Investment Strategy Analyst
Posted today
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Job Title: Research Analyst – Hedge Fund
Location: Mumbai, India (Remote)
Employment Type: Full-Time
About the Role
We are seeking an experienced Research Analyst to join our hedge fund team. The ideal candidate will have a strong background in financial research, market analysis, and investment strategy development. This role is remote, with collaboration across a global team of professionals.
Key Responsibilities
- Conduct in-depth research and analysis on equities, fixed income, derivatives, and alternative investments.
- Monitor global financial markets, macroeconomic indicators, and industry trends to identify opportunities and risks.
- Build and maintain financial models to support investment decisions.
- Provide data-driven insights and recommendations to portfolio managers and senior leadership.
- Prepare detailed research reports, presentations, and investment memos.
- Collaborate with team members to develop investment strategies aligned with fund objectives.
Qualifications
- Minimum of 5 years of experience as a Research Analyst in asset management, hedge funds, or investment banking.
- Strong knowledge of financial markets, securities analysis, and investment strategies.
- Advanced proficiency in financial modeling, data analysis, and tools such as Excel, Bloomberg, or similar platforms.
- Excellent written and verbal communication skills.
- Ability to work independently in a fast-paced, remote environment.
- Bachelor’s degree in Finance, Economics, or a related field (Master’s/CFA preferred).
How to Apply:
Submit your CV and a brief cover letter through LinkedIn.
Investment Strategy Manager
Posted today
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Job title : Program Manager (Investments Analytics & Campaigns)
Location : Mumbai Office
BU/Function : Consumer & Affluent Banking (Investments)
Reports to : Senior Management
Role Details
Campaign management & Investment analytics have become key growth drivers to build AUM via SIPs & engaging existing bank customers on various Investment products. If you have inquisitive mindset with great analytics & moderate digital marketing skills. Looking forward to tackle interesting business problems and make an impact, join us!
Overall Job Description
- Deliver on dash boards & analytical solutions pertaining to Investments at bank level (Affluent & Consumer banking) using advanced statistical methods, leveraging deep business understanding and analytical expertise.
- Preparing analytical reports & sales+ Budget planning to the management team on Investments to devise campaigns & cross sell strategies (Investment products)
- Designing end-to-end cross sell models on ETB customers through B2C & via channels
- Work on critical business analysis to drive positive impact on channel performance, product offering, customer experience and sales.
- Stay abreast of current business developments and coordination with key stakeholders like digital, product, campaign, MIS & marketing teams.
- Successfully engage in multiple project initiatives simultaneously
- Analytical solutions around (but not limited to): Cross sell, Forecasting, Propensity modelling, Segmentations, Campaign optimization.
EDUCATION
Essential requirement:
- Graduate / PG (Statistics/ Business Management/ Economics)
- 5+ years of industry experience in the same field ( Banks/ AMCs/ Fintech/ Investments/ Brokerage houses)
Preferred: Experience in to same field (Investments) & Tier I business school
WORK EXPERIENCE
Essential requirement: Excel, Power Point, Investment products
Any specific requirements
- Strong analytical and quantitative problem-solving skills
- Inquisitiveness and a desire for continuous self-improvement and development of new skills.
- Knowledge and experience of Investment products
Desired Behavioral / Functional Traits
- Excellent interpersonal skills
- Good communication skills
- Results orientated, committed and with strong sense of discipline
Finance Expert - Investment Strategy
Posted today
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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.
Head of Investment Strategy
Posted today
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Role - Group CIO
Location - Ahmedabad (On-Site)
Reports to - Managing Director
Qualification - Preferred CA/CPA
Compensation - Best in the Market (Decent Hike on the Current)
Major KRA -
- Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the Investment Committee & Director.
- Manage the investment portfolio of the Family Group, ensuring alignment with strategic objectives and risk tolerance.
- Present investment opportunities to the investment committee for effective decision-making.
- Will be responsible for the continual review of investments, managing the Family Group & investment portfolio , and actively engaging with industry stakeholders to identify and capitalize on market opportunities.
Interested candidate can share their resume at with CCTC, ECTC & Notice Period.
Transport Investment Strategy Lead
Posted today
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Working with our clients in the public and private sectors, we have supported the successful delivery of billions of pounds of investment. This has encompassed local interventions to address issues of exclusion and poor design, to multi-million-pound innovative solutions to unlock major economic and social opportunities or protect internationally significant heritage.
As trusted advisors collaborating with clients, we deliver compelling business cases and business case related work underpinned by technically robust analysis which consistently withstands scrutiny and challenge through governance gateways. Our experience encompasses an extensive range of projects including for active travel, intelligent transport systems, local highway measures, MaaS, major highway schemes, mass transit, mobility hubs, new stations, rail service improvements, residential & commercial developments, speed management and user charging.
The role
We are seeking to recruit an experienced and talented Associate / Associate Director to join the Business Case Advisory team (part of Mobility Planning). You would be joining a virtual team with colleagues based across India and the UK.
We undertake a wide variety of projects to provide clients and funding bodies with clear and robust information to support informed decision making. The nature of our work typically encompasses:
- Making the case for investment in proposed transport and/or land-use schemes by understanding the rationale
- Developing objectives in the context of relevant policy and identified problems and opportunities
- Developing the evidence to support informed choices by clients and funders
- Developing and applying Multi-Criteria Assessment Frameworks to ensure robust optioneering
- Creating economic and financial appraisal frameworks consistent with HM Treasury and DfT guidance
- Providing analytical and appraisal expertise to colleagues across WSP
- Collaborating with colleagues and clients to assemble information and communicate clearly analytical findings
We are looking for candidates who possess the following attributes and can demonstrate:
- Expertise in the field of business case production and familiarity with the 5-Case Business Case Model
- Technical excellence in analysis, analytical assurance and the development of Value for Money assessments (encompassing economic appraisal of monetised impacts)
- Excellent collaboration and communication skills to share your technical knowledge with colleagues, to convince Government Departments of the quality of our work and the value of the schemes we promote, and to articulate our offering to our clients
- Strong project management skills able to coordinate multiple workstreams that inform a complex business case and ensure projects are delivered on time, to budget and programme
- Commercial awareness to assist in the operational running of the BCA team
- A track record of successfully supporting the career development of junior colleagues and acting as a role model
- Growth mindset to identify and implement strategies to increase our headcount and revenue associated with business case related services delivered by GCC
- Experience of applying innovation / AI to support consistently high quality analysis and deliverables
- Effective team working with confidence to take on responsibility and ownership of activities, as well as being comfortable to seek guidance and advice when required
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Senior Financial Analyst - Investment Strategy
Posted 1 day ago
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Key Responsibilities:
- 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.
Senior Financial Analyst - Investment Strategy
Posted 15 days ago
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Responsibilities:
- 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.
Senior Financial Analyst - Investment Strategy
Posted 18 days ago
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The Senior Financial Analyst will be responsible for forecasting future financial performance, analyzing variances, and identifying key performance indicators (KPIs) to drive business growth. You will collaborate closely with various departments, including operations, marketing, and R&D, to gather data and provide financial insights that support strategic initiatives. This role involves evaluating potential investment opportunities, conducting due diligence, and assessing the financial viability and risks associated with new ventures. You will also be involved in the budgeting and planning processes, ensuring alignment with the company's overall strategic objectives. A deep understanding of capital markets, financial instruments, and corporate finance principles is essential. The ability to interpret complex financial data, communicate findings clearly and concisely, and provide actionable recommendations to non-financial stakeholders is critical. We are looking for a proactive and detail-oriented individual with strong problem-solving skills and the ability to work independently in a remote setting. Excellent Excel and PowerPoint skills are a must, and experience with financial planning and analysis (FP&A) software is highly desirable. A Bachelor's degree in Finance, Economics, Accounting, or a related field is required. A Master's degree in Finance, an MBA, or a professional certification such as CFA or CMA is strongly preferred. A minimum of 5-7 years of relevant experience in financial analysis, investment banking, corporate finance, or a related field is necessary. Based in Gurugram, Haryana, IN , this role offers a significant opportunity to influence strategic financial decisions within a dynamic organization. The fully remote nature of this position allows for exceptional work-life balance and the ability to contribute from anywhere.