1,582 Investment Executive jobs in India
Investment Analytics Executive
Posted today
Job Viewed
Job Description
Company Description
At Jellyfish, we believe in the power of diverse perspectives and inclusive collaboration. We welcome individuals who excel in collaborative, varied teams and value the unique contributions that each person brings to the table.
Jellyfish is a global digital marketing agency; a unique fusion of tech enthusiasts, creative minds, and media and data experts all united to empower our clients along their digital journey. Our commitment to embracing diverse perspectives fuels our innovation and strategies that challenge the status quo, reinvent media activation, and craft influential stories for our global clients and their customers. Join us in shaping a future where business growth and personal fulfilment go hand in hand.
Job Description
Reporting to the Investment Analytics Director, you will join Jellyfish's Investment Analytics team, a broad and diverse team within the Paid Media Practice encompassing Marketing Analysts, Data Scientists and Data Visualization specialists.
Daily marketing analytics enquiries, while driving the long term strategic vision of our client's measurement framework, testing agenda, and dash-boarding solutions.
Responsibilities:
Qualifications
Note: We emphasise skills, expertise and behavioural attributes over years of experience and traditional degrees. If you want to join our collaborative team, we invite you to apply today with your resume in English.
Additional Information
Join Jellyfish and experience a workplace where we prioritise your growth, celebrate your contributions, and empower you to tailor your work environment to suit your needs.
Reward: You'll be eligible to join our discretionary annual bonus scheme.
Custom Work Environment: Work remotely with flexible working hours including evening and night shifts.
Growth, Your Way: Grow your career with one paid day each month for self-development and access to LinkedIn Learningwith unlimited online courses.
Jellyfish contributes to your retiral benefits via Provident Fund (PF) contribution
Jellyfish provides best in class group medical insurance & life insurance cover to employees
Unfortunately, there has been an increase in fake recruiters impersonating Jellyfish and unlawfully using our brand name. If you are unsure if an email with a job offer you have received is genuinely from Jellyfish, or if you suspect any fraudulent activity, please report it to .
#LI-Hybrid
Manager Wealth Management
Posted 2 days ago
Job Viewed
Job Description
Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth
Management to join our team in New Delhi. This is an immediate opening for candidates who thrive
in an entrepreneurial and high-impact environment.
About Maple Capital Advisors
Maple Capital Advisors ( is a leading boutique investment banking and
advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth
management. We operate in both domestic and cross-border deal making, with deep India expertise
and a strong international network through Pandion Partners (
We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and
end-to-end deal execution.
Role Overview:
As Manager - Wealth Management, you will be responsible for:
- Build and manage client relationships
- Proactively identify business opportunities in Wealth Management and Investment Banking.
- Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
- Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
- Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
- Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
- Conduct financial and economic research to support client recommendations.
- Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
- Ensure compliance with regulatory standards and internal protocols.
What we’re looking for
- 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
- Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills, and a proactive, business-development mindset.
- Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.
Qualifications
- Bachelor’s degree in Finance, Economics, or related fields
- Preferred: MBA, CFA, CA or CFP certification
- Strong academic record and interest in long-term career in wealth management
- Proficiency in financial planning tools, portfolio software, and MS Office
- Ideally based in Delhi/NCR
Wealth Management Intern
Posted 4 days ago
Job Viewed
Job Description
About the Company
At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.
About the Role :
Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.
Responsibilities :
- Assist in preparing and analyzing financial reports to support wealth management strategies.
- Conduct market research and data analysis to provide insights and recommendations.
- Support the creation of investment portfolios and wealth management presentations.
- Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
- Collaborate with senior wealth managers and contribute to ongoing client projects.
Required Skills :
- Proficiency in Excel and PowerPoint .
- Strong ability to create insightful and thorough research reports .
- Solid analytical skills to assess and evaluate financial data.
- Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
- A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).
Compensation package : upto INR 2000 per month
Why Join Us?
- Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
- A dynamic and collaborative work environment that values fresh perspectives and innovation.
Manager Wealth Management
Posted today
Job Viewed
Job Description
Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth
Management to join our team in New Delhi. This is an immediate opening for candidates who thrive
in an entrepreneurial and high-impact environment.
About Maple Capital Advisors
Maple Capital Advisors ( is a leading boutique investment banking and
advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth
management. We operate in both domestic and cross-border deal making, with deep India expertise
and a strong international network through Pandion Partners (
We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and
end-to-end deal execution.
Role Overview:
As Manager - Wealth Management, you will be responsible for:
- Build and manage client relationships
- Proactively identify business opportunities in Wealth Management and Investment Banking.
- Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
- Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
- Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
- Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
- Conduct financial and economic research to support client recommendations.
- Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
- Ensure compliance with regulatory standards and internal protocols.
What we’re looking for
- 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
- Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills, and a proactive, business-development mindset.
- Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.
Qualifications
- Bachelor’s degree in Finance, Economics, or related fields
- Preferred: MBA, CFA, CA or CFP certification
- Strong academic record and interest in long-term career in wealth management
- Proficiency in financial planning tools, portfolio software, and MS Office
- Ideally based in Delhi/NCR
Wealth Management Intern
Posted today
Job Viewed
Job Description
About the Company
At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.
About the Role:
Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.
Responsibilities:
- Assist in preparing and analyzing financial reports to support wealth management strategies.
- Conduct market research and data analysis to provide insights and recommendations.
- Support the creation of investment portfolios and wealth management presentations.
- Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
- Collaborate with senior wealth managers and contribute to ongoing client projects.
Required Skills:
- Proficiency in Excel and PowerPoint.
- Strong ability to create insightful and thorough research reports.
- Solid analytical skills to assess and evaluate financial data.
- Good understanding of finance, with the ability to apply theoretical knowledge to practical situations.
- A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).
Compensation package: upto INR 2000 per month
Why Join Us?
- Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
- A dynamic and collaborative work environment that values fresh perspectives and innovation.
Manager Wealth Management
Posted 2 days ago
Job Viewed
Job Description
Management to join our team in New Delhi. This is an immediate opening for candidates who thrive
in an entrepreneurial and high-impact environment.
About Maple Capital Advisors
Maple Capital Advisors ( is a leading boutique investment banking and
advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth
management. We operate in both domestic and cross-border deal making, with deep India expertise
and a strong international network through Pandion Partners ( are a high-conviction, high-touch firm with a strong track record in mid-market transactions and
end-to-end deal execution.
Role Overview:
As Manager - Wealth Management, you will be responsible for:
Build and manage client relationships
Proactively identify business opportunities in Wealth Management and Investment Banking.
Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
Conduct financial and economic research to support client recommendations.
Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
Ensure compliance with regulatory standards and internal protocols.
What we’re looking for
3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
Excellent communication and interpersonal skills, and a proactive, business-development mindset.
Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.
Qualifications
Bachelor’s degree in Finance, Economics, or related fields
Preferred: MBA, CFA, CA or CFP certification
Strong academic record and interest in long-term career in wealth management
Proficiency in financial planning tools, portfolio software, and MS Office
Ideally based in Delhi/NCR
Wealth Management Intern
Posted 4 days ago
Job Viewed
Job Description
At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.
About the Role :
Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.
Responsibilities :
Assist in preparing and analyzing financial reports to support wealth management strategies.
Conduct market research and data analysis to provide insights and recommendations.
Support the creation of investment portfolios and wealth management presentations.
Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
Collaborate with senior wealth managers and contribute to ongoing client projects.
Required Skills :
Proficiency in Excel and PowerPoint .
Strong ability to create insightful and thorough research reports .
Solid analytical skills to assess and evaluate financial data.
Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).
Compensation package : upto INR 2000 per month
Why Join Us?
Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
A dynamic and collaborative work environment that values fresh perspectives and innovation.
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Wealth Management Intern
Posted today
Job Viewed
Job Description
About the Company
At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.
About the Role :
Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.
Responsibilities :
- Assist in preparing and analyzing financial reports to support wealth management strategies.
- Conduct market research and data analysis to provide insights and recommendations.
- Support the creation of investment portfolios and wealth management presentations.
- Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
- Collaborate with senior wealth managers and contribute to ongoing client projects.
Required Skills :
- Proficiency in Excel and PowerPoint .
- Strong ability to create insightful and thorough research reports .
- Solid analytical skills to assess and evaluate financial data.
- Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
- A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).
Compensation package : upto INR 2000 per month
Why Join Us?
- Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
- A dynamic and collaborative work environment that values fresh perspectives and innovation.
Manager Wealth Management
Posted today
Job Viewed
Job Description
Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth
Management to join our team in New Delhi. This is an immediate opening for candidates who thrive
in an entrepreneurial and high-impact environment.
About Maple Capital Advisors
Maple Capital Advisors ( is a leading boutique investment banking and
advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth
management. We operate in both domestic and cross-border deal making, with deep India expertise
and a strong international network through Pandion Partners (
We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and
end-to-end deal execution.
Role Overview:
As Manager - Wealth Management, you will be responsible for:
- Build and manage client relationships
- Proactively identify business opportunities in Wealth Management and Investment Banking.
- Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
- Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
- Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
- Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
- Conduct financial and economic research to support client recommendations.
- Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
- Ensure compliance with regulatory standards and internal protocols.
What we’re looking for
- 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
- Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills, and a proactive, business-development mindset.
- Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.
Qualifications
- Bachelor’s degree in Finance, Economics, or related fields
- Preferred: MBA, CFA, CA or CFP certification
- Strong academic record and interest in long-term career in wealth management
- Proficiency in financial planning tools, portfolio software, and MS Office
- Ideally based in Delhi/NCR
Manager Wealth Management
Posted 1 day ago
Job Viewed
Job Description
Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth
Management to join our team in New Delhi. This is an immediate opening for candidates who thrive
in an entrepreneurial and high-impact environment.
About Maple Capital Advisors
Maple Capital Advisors ( is a leading boutique investment banking and
advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth
management. We operate in both domestic and cross-border deal making, with deep India expertise
and a strong international network through Pandion Partners (
We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and
end-to-end deal execution.
Role Overview:
As Manager - Wealth Management, you will be responsible for:
- Build and manage client relationships
- Proactively identify business opportunities in Wealth Management and Investment Banking.
- Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
- Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
- Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
- Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
- Conduct financial and economic research to support client recommendations.
- Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
- Ensure compliance with regulatory standards and internal protocols.
What we’re looking for
- 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
- Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills, and a proactive, business-development mindset.
- Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.
Qualifications
- Bachelor’s degree in Finance, Economics, or related fields
- Preferred: MBA, CFA, CA or CFP certification
- Strong academic record and interest in long-term career in wealth management
- Proficiency in financial planning tools, portfolio software, and MS Office
- Ideally based in Delhi/NCR