5,328 Investment jobs in India

Investment advisor / investment counsellor

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permanent
Contribute to achieving financial targets and business composition goals of theorganization.Achieve ROI that surpasses the benchmark index for the portfolio, while managingacceptable risk levels.Guide Wealth Managers on the latest products to enhance their sales pitches.Actively engage in internal discussions to collaboratively develop house views across assetclasses and create effective investment strategies.Propose new product concepts to the Investment Committee.Contribute ideas to enhance the investment platform by staying current with marketdevelopments, including automation, process optimization, and compliance with regulatorychanges.Ensure client satisfaction by maintaining a portfolio aligned with their risk tolerance,financial goals, and investment preferences.Build strong, long-term client relationships, focusing on high retention through consistentperformance and transparent communication.Provide clients with clear, understandable updates on portfolio performance and marketconditions.Tailor investment strategies to meet each client’s unique financial goals (e.g., retirement,education, wealth preservation).
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Senior Investment Analyst, Portfolio Management

600001 Chennai, Tamil Nadu ₹1100000 Annually WhatJobs

Posted 1 day ago

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full-time
Our client, a leading financial institution, is seeking a highly analytical and driven Senior Investment Analyst to join their fully remote investment team. This critical role involves in-depth financial research, market analysis, and portfolio construction to support investment strategies across various asset classes. You will play a key part in identifying investment opportunities, assessing risk, and contributing to portfolio performance.

Key Responsibilities:
  • Conduct comprehensive financial analysis of public and private companies, industries, and macroeconomic trends.
  • Develop and maintain financial models, valuation analyses, and investment recommendations.
  • Research and analyze equity, fixed income, and alternative investments.
  • Assist in the construction and ongoing management of investment portfolios based on client objectives and risk tolerance.
  • Monitor portfolio performance, market developments, and economic indicators, providing timely insights and adjustments.
  • Prepare detailed investment reports, presentations, and research summaries for management and clients.
  • Collaborate with portfolio managers and other investment professionals to formulate and execute investment strategies.
  • Conduct due diligence on potential investments and assess associated risks.
  • Stay current with financial market news, regulatory changes, and industry best practices.
  • Utilize financial databases and analytical tools effectively (e.g., Bloomberg, Refinitiv Eikon).
  • Contribute to the development of new investment products and strategies.

Qualifications:
  • Master's degree in Finance, Economics, or a related quantitative field. CFA designation or progress towards it is highly preferred.
  • Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
  • Strong understanding of financial markets, investment principles, and various asset classes.
  • Proven ability to build complex financial models and perform valuation analysis.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Proficiency in financial software and databases.
  • Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
  • Ability to work independently and manage multiple priorities in a fast-paced, remote environment.
  • Detail-oriented with a high degree of accuracy.
  • Demonstrated teamwork and collaboration skills.

This fully remote position offers a compelling opportunity for an experienced investment professional to contribute to sophisticated investment strategies and client success from anywhere. Join our client's esteemed team and shape the future of finance.
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Senior Investment Analyst - Portfolio Management

560001 Bangalore, Karnataka ₹1600000 Annually WhatJobs

Posted 1 day ago

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full-time
Our client, a leading asset management firm, is seeking a highly analytical and driven Senior Investment Analyst to join their esteemed portfolio management team. This hybrid role involves conducting in-depth financial research and analysis to support investment decisions across various asset classes. You will be responsible for evaluating market trends, economic indicators, and company fundamentals to identify investment opportunities and manage portfolio risk. Key responsibilities include developing financial models, performing valuation analyses, preparing investment recommendations, and monitoring portfolio performance against benchmarks.

The ideal candidate will possess a strong academic background in Finance, Economics, or a related quantitative field, along with significant experience in investment analysis and portfolio management. Holding professional certifications such as CFA (Chartered Financial Analyst) or pursuing them is highly preferred. You will work closely with portfolio managers, traders, and research analysts to contribute to the formulation and execution of investment strategies. Excellent quantitative and qualitative analytical skills, proficiency in financial modeling software (e.g., Excel, Bloomberg), and a solid understanding of financial markets and instruments are essential. You must be adept at communicating complex investment ideas clearly and concisely, both in written reports and verbal presentations. The ability to work collaboratively in a team-oriented environment, manage multiple tasks efficiently, and maintain a disciplined approach to research is critical. This role offers a unique opportunity to contribute to significant investment decisions and grow your career within a highly reputable financial institution. We seek candidates with a proven ability to generate alpha and manage risk effectively.

Responsibilities:
  • Conduct in-depth research and analysis of financial markets and securities.
  • Develop and maintain financial models for valuation and forecasting.
  • Prepare detailed investment research reports and recommendations.
  • Monitor portfolio performance and identify potential risks and opportunities.
  • Assist portfolio managers in constructing and rebalancing investment portfolios.
  • Stay informed about macroeconomic trends and their impact on markets.
  • Communicate investment insights to internal teams and clients.
  • Support due diligence processes for potential investments.
Qualifications:
  • Bachelor's or Master's degree in Finance, Economics, or a related field.
  • CFA charterholder or actively pursuing CFA designation.
  • Minimum of 5 years of experience in investment analysis or portfolio management.
  • Strong financial modeling and valuation skills.
  • Proficiency with financial data platforms (e.g., Bloomberg Terminal, Refinitiv Eikon).
  • Excellent analytical, quantitative, and problem-solving abilities.
  • Strong written and verbal communication skills.
  • Ability to work effectively in a hybrid work setting.
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Senior Investment Analyst - Portfolio Management

641001 Coimbatore, Tamil Nadu ₹90000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client is a prominent financial institution with a strong reputation in asset management. We are seeking a highly analytical and experienced Senior Investment Analyst to join our portfolio management team in Coimbatore, Tamil Nadu, IN . This critical role involves conducting in-depth financial research, analyzing investment opportunities across various asset classes, and contributing to the development and execution of investment strategies. You will be responsible for evaluating market trends, assessing risk, and constructing diversified portfolios to meet client objectives. Your expertise in financial modeling, valuation techniques, and capital markets will be essential. This position requires a proactive individual who can thrive in a collaborative, client-focused environment and make significant contributions to investment performance.

Key Responsibilities:
  • Conduct fundamental analysis of equities, fixed income securities, and other investment vehicles.
  • Develop and maintain financial models to forecast company performance and value securities.
  • Perform valuation analyses, including DCF, comparable company analysis, and precedent transactions.
  • Monitor market conditions, economic trends, and geopolitical events impacting investment portfolios.
  • Contribute to the formulation and execution of investment strategies aligned with client mandates.
  • Construct and manage diversified investment portfolios, ensuring adherence to risk tolerance and investment objectives.
  • Prepare investment research reports, performance summaries, and client presentations.
  • Collaborate with portfolio managers and other analysts to identify investment opportunities and manage risk.
  • Stay current with financial regulations, market developments, and investment best practices.
  • Engage with company management teams and industry experts to gather insights.
  • Monitor portfolio holdings and recommend adjustments as necessary.
  • Ensure compliance with all regulatory requirements and internal policies.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; Master's degree or CFA designation strongly preferred.
  • Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
  • Strong understanding of financial markets, investment strategies, and portfolio theory.
  • Advanced proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
  • Excellent analytical, critical thinking, and problem-solving skills.
  • Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
  • Ability to work effectively in a team-oriented environment and manage multiple priorities.
This is an excellent opportunity for a skilled investment professional to contribute to a leading financial firm and grow their career in asset management.
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Senior Investment Analyst - Portfolio Management

380001 Ahmedabad, Gujarat ₹88000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client, a distinguished financial institution with a global presence, is seeking a highly analytical and experienced Senior Investment Analyst to join their remote portfolio management team. This role is crucial for conducting in-depth financial research, evaluating investment opportunities across various asset classes, and contributing to the development and execution of sophisticated investment strategies. You will be responsible for analyzing market trends, assessing financial statements, building financial models, and providing actionable recommendations to portfolio managers. This is a fully remote position, allowing you to contribute your expertise from anywhere.

Key Responsibilities:
  • Conduct thorough fundamental analysis of companies and securities across equities, fixed income, and other asset classes.
  • Develop and maintain detailed financial models to forecast company performance, assess valuations, and analyze investment risks and returns.
  • Research macroeconomic trends, industry developments, and geopolitical events that may impact investment portfolios.
  • Prepare investment research reports, presentations, and recommendations for portfolio managers and investment committees.
  • Monitor existing portfolio holdings, track performance against benchmarks, and provide ongoing analysis and insights.
  • Collaborate with portfolio managers to identify suitable investment opportunities and manage portfolio risk effectively.
  • Stay informed about regulatory changes and market best practices in investment management.
  • Utilize financial databases and analytical tools (e.g., Bloomberg, FactSet, Refinitiv) to gather and analyze data.
  • Communicate complex financial concepts clearly and concisely to diverse audiences.
  • Contribute to the continuous improvement of investment processes and methodologies.

Qualifications:
  • Master's degree in Finance, Economics, Mathematics, or a related quantitative field; CFA charter or progress towards it is highly preferred.
  • 5+ years of experience in investment analysis, portfolio management, or equity research.
  • Strong proficiency in financial modeling, valuation techniques, and quantitative analysis.
  • In-depth knowledge of financial markets, various asset classes, and investment strategies.
  • Expertise in using financial data terminals and analytical software.
  • Excellent analytical, critical thinking, and problem-solving skills.
  • Strong written and verbal communication skills, with the ability to present complex information effectively.
  • Ability to work independently, manage multiple projects, and meet deadlines in a remote environment.
  • High level of attention to detail and accuracy.
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Investment Manager

Grow Your Staff

Posted 4 days ago

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Job Description

Grow Your Staff is looking for a Senior Investment Manager for Fuse Capital, a Debt advisory firm based out of London, United Kingdom. The position is a full-time remote position. 


The role will have excellent growth opportunities. You will work directly with the team based in the UK. 


Experience required : 7+ years 

CTC : INR 19 LPA- 25 LPA

Location : Remote

Time - 2:00 p.m- 9:00 p.m (Monday - Friday)

Type of employment- Full-time 


Responsibilities 


  • Build and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing
  •  Drafting and development of client business overviews and Investment Memoranda (IM’s)
  •  Reviewing client financial information and analysis of financial statements.
  •  Building and maintaining financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet)
  •  Coordinating lender interactions with clients.
  •  Maintaining project plans and adhering to internal SLAs
  • Stay abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients.
  •  Work closely with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement.


Competency 


  • Financial modelling, cash flow analysis
  • Financial statement analysis
  • Preparation of high-quality marketing, investment and /or credit papers with an ability to synthesise and concisely present information from a diverse range of sources


Qualifications


  • Bachelor's or Master's degree in Finance, or a related field
  • Minimum 7 years of experience in Debt/ equity advisory/ PE/ VC investment
  • MBA/ Advanced degree/ CFA/ CA preferred
  • Preferred experience with Front-office banking or Research & Analysis roles in Commercial, Corporate, and Institutional Banking


Why Fuse Capital Group:

  • Professional Development: At Fuse Capital Group, we are committed to your growth. We provide opportunities for continuous learning and professional development, helping you advance your career.
  • Collaborative and Inclusive Work Environment: Join a team that values diversity and fosters a culture of collaboration and inclusion, where your ideas and contributions are valued.
  • Impactful Work: Be a part of a company that is at the forefront of empowering SMEs and making a significant impact in the financial services industry.


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Investment Operations

Ahmedabad, Gujarat Resolute Corp

Posted 4 days ago

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Job Summary:

We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolio. This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.


Key Responsibilities:

  • SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
  • Trade Execution & Settlement : Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
  • Transaction Monitoring : Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
  • Portfolio Reconciliation : Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
  • Compliance & Reporting : Ensure compliance with internal policies, IPS and SOPs. Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
  • Documentation : Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including
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Investment Analyst

Grow Your Staff

Posted 10 days ago

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Job Description

Grow Your Staff is seeking an Investment Analyst for Fuse Capital, a Debt advisory firm based in London, United Kingdom. The position is a full-time remote position.


We are seeking a dynamic and results-driven Assistant Manager, Global Delivery, to join our growing team. This is a client focused role, you will work closely with our Investment Team and be responsible for identifying and nurturing new business opportunities in the private debt space, contributing to the expansion of Fuse Capital Group's market presence. Ton offers an exciting opportunity to play a key role in our company's growth strategy and make a significant impact on the financial services industry.


About the client - Fuse Capital is a premier financial services firm specialising in tailored debt advisory services for SMEs across the UK, EU, and APAC regions. With over 11 years of experience and a proven track record of serving more than 500 clients, Fuse Capital has successfully raised over a billion euros in private debt funding. By leveraging one of the most extensive networks of funds in the industry, Fuse Capital excels at matching clients with the ideal funding sources to meet their unique needs.


Experience required : 3-5 years  

CTC : 8-15 LPA (based on the previous CTC) 

Location : Remote 

Time - 1:30 pm- 10:00 pm (Monday - Friday)

Type of employment- Full-time 


Responsibilities


  • Build and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing
  • Drafting and development of client business overviews and Investment Memoranda (IM’s)
  • Reviewing client financial information and analysis of financial statements.
  • Building and maintaining financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet)
  • Coordinating lender interactions with clients.
  • Maintaining project plans and adhering to internal SLAs
  • Stay abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients.
  • Work closely with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement.


Requirements :


  • Financial modeling, cash flow, and financial statement analysis.
  • Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information.
  • Excellent written and verbal communication for strong relationship-building.
  • Strong problem-solving, organizational, and collaboration skills.
  • Ability to work independently and in a team within a fast-paced, dynamic environment.


Qualifications 


  • Bachelor’s degree in business finance or related field
  • Certified Financial Analyst (CFA) (desirable) 
  • Chartered Accountant (desirable)


Why Fuse Capital


Professional Development:

  • Fuse Capital is committed to your growth. They provide opportunities for continuous learning and professional development, helping you advance your career.

Collaborative and Inclusive Work Environment:

  • Join a team that values diversity and fosters a culture of collaboration and inclusion, where your ideas and contributions are valued.

Impactful Work: 

  • Be a part of a company that is at the forefront of empowering technology entrepreneurs and making a significant impact in the financial services industry.
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Investment Banker

Chennai, Tamil Nadu MyProBuddy

Posted 10 days ago

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Company Description

At MyProBuddy, we aim to make you investable through expert mentorship, strategic guidance, and access to funding opportunities. We work with you until you successfully raise funds, providing advice and hands-on support. Our services range from early-stage to later-stage investments, leveraging diverse funding avenues like equity, debt, and crowdfunding. Connect with a network of over 558K investors, including venture capitalists and angel investors. Our offerings include virtual data rooms, business plan advisory, valuation advisory, mock pitches, mentorship access, credibility building, and exemption advisory.


Role Description

This is a full-time on-site role for an Investment Banker located in Chennai. The Investment Banker will be responsible for conducting due diligence, developing financial models, and performing financial analysis. Responsibilities include preparing investment documents, advising on investment opportunities, and executing investment strategies. The Investment Banker will collaborate closely with clients, provide strategic guidance, and ensure compliance with regulations.


Qualifications

  • Strong Analytical Skills and Finance expertise
  • Proficiency in Financial Modeling and Investment Banking
  • Experience with Due Diligence processes
  • Excellent written and verbal communication skills
  • Ability to work effectively in a team environment
  • Relevant bachelor's degree in Finance, Economics, or a related field
  • MBA or CFA certification is a plus
  • Previous experience in the investment banking industry would be beneficial
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Investment Advisor

Karnataka, Karnataka Nuvama Private

Posted 11 days ago

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Job Description

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private

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