4,108 Investment jobs in India

Contribute to achieving financial targets and business composition goals of the

organization.

Achieve ROI that surpasses the benchmark index for the portfolio, while managing

acceptable 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 asset

classes and create effective investment strategies.

Propose new product concepts to the Investment Committee.

Contribute ideas to enhance the investment platform by staying current with market

developments, including automation, process optimization, and compliance with regulatory

changes.

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 consistent

performance and transparent communication.

Provide clients with clear, understandable updates on portfolio performance and market

conditions.

Tailor investment strategies to meet each client’s unique financial goals (e.g., retirement,

education, wealth preservation).

Contribute to achieving financial targets and business composition goals of the

organization.

Achieve ROI that surpasses the benchmark index for the portfolio, while managing

acceptable 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 asset

classes and create effective investment strategies.

Propose new product concepts to the Investment Committee.

Contribute ideas to enhance the investment platform by staying current with market

developments, including automation, process optimization, and compliance with regulatory

changes.

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 consistent

performance and transparent communication.

Provide clients with clear, understandable updates on portfolio performance and market

conditions.

Tailor investment strategies to meet each client’s unique financial goals (e.g., retirement,

education, wealth preservation).

Contribute to achieving financial targets and business composition goals of the

organization.

Achieve ROI that surpasses the benchmark index for the portfolio, while managing

acceptable 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 asset

classes and create effective investment strategies.

Propose new product concepts to the Investment Committee.

Contribute ideas to enhance the investment platform by staying current with market

developments, including automation, process optimization, and compliance with regulatory

changes.

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 consistent

performance and transparent communication.

Provide clients with clear, understandable updates on portfolio performance and market

conditions.

Tailor investment strategies to meet each client’s unique financial goals (e.g., retirement,

education, wealth preservation).

About the Company:

Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton’s AtlasFive is a comprehensive enterprise management platform specifically designed to allow today’s modern Family Office meet the unique and varied challenges of Ultra High Net Worth families. For More details please visit :

Position summary (Key tasks and outcomes):

The primary objective is to assist with the execution of family office operations services by overseeing staff training, work planning, communication with all the stakeholders, drive improvement initiatives. Customer satisfaction and employee satisfaction are key success criteria.

Job Title - Investment Reporting

Job description: Key Responsibility Areas:

•The individual will be responsible for calculating and comparing the rate of return, using the various data sources. Also be involved in validating returns and holdings, maintaining the related database up to date.

•Responsible for responding to functions related to process oversight, support and development

•Responsible for the client specific P&L

•Responsible for team’s performance appraisal, feedback, mentoring

•Responsible to identify additional revenue generating opportunities

•Responsible for quality check and exceptions review and buddying with Analysts

•Responsible for assigned client deliverables

•Responsible for client queries and on investment data and also ensure data integrity

•Follow specific procedure for each type of products (Equity/Fixed Income/Private Equity/Real Assets) from applications by carefully following product specific features

•Responsible for work planning, allocation of work, prioritization

•Responsible for meeting Service Level Agreement as agreed in the Statement of Works

•Prepare and publish Daily / Weekly / Monthly Status reports

•Lead Daily / Weekly Operational or Tactical Governance meeting with clients

•Serve as first point of escalation for client queries, issue resolution

•Ensuring achievement of production and quality targets

•Monitoring and assisting the quality of the work done by the team

•Responsible for process documentation and procedure maintenance

•Implementation of process improvements ideas

•Monitor team performance and report on metrics

•Identify training needs and provide coaching.

Knowledge components:

•Finance and Accounting terms and processes

•Understanding of financial software

•Familiarity with family office industry

Experience (Yrs and types):

•5- 10 yrs yrs experience in a similar role

Education Levels/Credentials:

•Bachelor’s degree in commerce with IPCC or MBA in Finance or CMA/CA .

•CIPM or CFA are preferred.

Skills and Abilities and Other Characteristics:

•Enthusiastic team player who enjoys both tactical and hands-on work

•Strong interpersonal, communication, and coaching skills and have the ability to work effectively with employees of all levels

•Hands-on experience in reporting, metrics and presentation of data

•Conduct team meetings, training / coaching

•Display high standard of integrity and work ethics

Physical Work Environment:

•Office environment

Travel:

This position may require some travel. Some of the travel may be international.

If interested, please share your updated resume to

Cab Facility - we provide drop facility within 20km of company radius

Bluehill VC is an early-stage Deep-Tech fund. We are focused on seed to Series A investments, partnering with founders to turn deep science innovation into industry-defining companies built-in India, for the world. We are looking to hire an INVESTMENT ANALYST (full-time) to be a part of our core investment team, based in either Chennai or Bangalore. We focus on various sectors, including Defence, Space, Advanced Manufacturing, Semiconductors, Material Science, Energy and Bio Science.

Requirements:

* Bachelor’s degree in Engineering

* 1+ years of experience in a technical role or a demonstrated interest in technology or an technical investment role

* Comfort with excel data analysis & stellar written and verbal communication skills

* Be part of a small, high-performance team with a high degree of ownership

Your responsibilities will include thesis research, deal sourcing, networking, investment analysis & execution and portfolio engagement.

What We Offer

* A path to leadership in one of the leading Deep-Tech VC firms in India

* Opportunity to play a role across the investment process and work alongside exceptional founders

* Exposure to a wide range of industries and business models

About the Company

ZeTheta Algorithms Private Limited is a FinTech start-up 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 Investment Analyst Role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.

About the Internship:

As an Investment Analyst, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to investment advisory simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

1. Investment Advisory & Client Engagement

• Learn about client interaction and investment strategies.
• Assist in preparing pitch books and investment presentations for clients.
• Analyze and present market data insights for portfolio recommendations.
• Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

• Conduct fundamental and technical analysis of equities and alternative investments.
• Understand debt securities and yield to maturity (YTM) calculations.
• Compare investment options such as corporate bonds, NCDs, and mutual funds.

3. Portfolio & Risk Management

• Develop portfolio allocation strategies.
• Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
• Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.

4. Technical & AI-Driven Financial Tools

• Learn about artificial intelligence in portfolio management.
• Work on Virtual Risk Analyser.
• Work on Virtual Portfolio Analyser.

5. Capstone Project

• Prepare an investment proposal for a client, including:
• Portfolio allocation recommendations.
• Long-term macroeconomic outlook.
• Security/fund selection and justification.

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.
• Knowledge of AI applications in finance.

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.

Internship Details

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid

Job Title: Investment Analyst

Location: Mumbai

Experience: 4–5 years

About Vivriti Asset Management

Vivriti Asset Management (VAM) is a leading fund manager for fixed-income Alternate Investment Funds (AIFs) , with commitments of over USD 500 million from 900+ institutional and private investors. We have deployed over USD 575 million across 80+ entities , focusing on transforming India’s debt markets and creating innovative investment opportunities for our clients.

Role Overview

As an Investment Analyst at VAM, you will play a critical role in evaluating investment opportunities, conducting credit and financial analysis, and supporting portfolio management for our fixed-income AIFs. This position requires strong analytical skills, financial modelling expertise, and a deep understanding of debt markets.

Key Responsibilities

• Conduct credit analysis and due diligence on potential investment opportunities in the fixed-income space.
• Develop and maintain financial models , perform scenario analysis, and assess risk-return profiles.
• Monitor portfolio performance , track key financial and operational metrics, and ensure compliance with investment guidelines.
• Prepare investment memos, reports, and presentations for internal committees and external stakeholders.
• Stay updated on macroeconomic trends, regulatory changes, and sectoral developments impacting debt markets.
• Collaborate with portfolio managers and risk teams to optimize investment strategies.

Qualifications & Skills

• Education: CA / MBA (Finance), CFA or equivalent qualification.
• Experience: 4–5 years in credit analysis, investment research, or asset management.
• Strong knowledge of fixed-income products, credit markets, and valuation techniques .
• Proficiency in Excel, financial modelling, and analytical tools .
• Excellent communication and presentation skills .

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 

About the client : Fuse Capital Group is a premier financial services firm specializing 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 Group 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 Group excels at matching clients with the ideal funding sources to meet their unique needs.

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 or Masters 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.