143 Investment Funds jobs in India
Fund Raising - Alternative Investment Funds
Posted 5 days ago
Job Viewed
Job Description
About Vivriti Group:
Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities. The group has the following businesses:
Vivriti Capital Limited, a systematically important NBFC (NBFC ND-SI) regulated by RBI. As on date, Vivriti Capital has disbursed INR 33,000 crores across 400+ enterprise borrowers and is rated A+ by CRISIL.
About Vivriti AMC:
Vivriti AMC subsidiary of Vivriti Capital, is an investment manager to fixed income alternate investment funds (AIFs). As on date, Vivriti Asset Management has across funds, raised commitments of over INR 5,000 crores from 900+ institutional, HNIs, FOs investors. Vivriti AMC has also made investments of over INR 6,000 across 80+ entities. Vivriti AMC has launched multiple category-creating, highly differentiated AIF funds which provide an investor with options across the tenor, rating and return spectrum (10% to 15%). Our investors span marquee domestic banks, insurance companies, DFIs, corporate treasuries, family offices & offshore investors.
About the team and role: Regional Fund-raising Team
As part of the AMC sales team, you will maximise institutional, DFI and family office coverage.
- Onboarding / corporate treasuries, family offices, Distributors through right selling
- Maintaining effective & efficient communication on markets and fund updates to all investors and partners
- Reporting on-ground market intelligence / competitor launches / market share tracking to head office
- Reports to Regional Head
Required Skills
- MBA / Postgraduate with 5 - 8 years of institutional sales in a mutual fund / AIF / a combination of both
- Strong existing connections with HNIs/UHNIs/ CFOs, Head corporate treasuries & family offices
- Sound knowledge of fixed income markets and products
- Excellent communication skills, both written and spoken
- Keen focus on execution & outcomes
- High energy and ownership
- Passionate about creating a new category of investment fund at scale
Location: Mumbai / Pune
Mode: Work from office
Work Environment details
Founder-led entrepreneurial set-up which is defined by speed, agility and creativity
Highly empowered and critical role, which makes a difference to Vivriti AMC
Young, energetic, and highly talented team
Portfolio Management Support, Portfolio Management Group, Associate
Posted 2 days ago
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Job Description
**About this role**
**Your Team:** ** **
Fundamental Equities (FE) sits within BlackRock's Portfolio Management Group (PMG), which encompasses Fundamental and Systematic investing across Fixed Income, Equities and Multi-Asset Strategies.
The FE business is a key division at BlackRock with over $260bn of assets under management, across 90+ strategies and over 200+ investment professionals. FE teams use traditional analytics to pick stocks and assemble coherent, deliberate and diversified portfolios. Through cutting edge technology, sophisticated models and embedded research, our investment management approach provides outstanding performance for our clients and is an important part of the BlackRock brand!
**Your Role & Impact:** ** **
BlackRock has an opportunity for a Core PM to join the firm's FE business in Gurgaon. We are responsible for a wide array of tasks within the FE investment process including equity order implementation, cash management, hedging strategies and compliance monitoring across the FE book. The role will act as support both vertically into investment teams within EMEA while also servicing the broader platform by administering key start of day or end of day tasks and order implementation for investment teams outside of the region.
Working closely with other members of the investment team, candidates should possess strong analytical and quantitative skills, as well as a proven track record to work in collaboration with a wide range of partner teams. Successful candidates will possess outstanding attention to detail, excellent interpersonal skills, and have a passion for thinking critically.
**Responsibilities **
+ Implementation of equity, derivative & FX orders across a range of active strategies and partner with trading desks to target efficient execution of these strategies
+ Manage cash flow activity and overall cash allocations through derivative equitization, basket orders, and single-stock transactions
+ Execute FX hedging strategiesto manage foreign currency risk
+ Monitor funds to ensure investment strategy is implemented effectively across applicable accounts and in accordance with client guidelines
+ Produce daily, periodic and ad hoc reporting and analytics to support the investment teams' processes using Aladdin tools (Explore, ATX/ATP, etc.) and vendor systems (Factset, Bloomberg)
+ Be an Aladdin "super-user" and facilitate training and usage within the investment teams
+ Manage enquiries on behalf of the various FE investment teams and resolve issues by escalating matters to relevant parties including operations, compliance and RQA in a timely fashion
+ Ad hoc, platform related project tasks to assist business-unit executives (COO/CIO), business managers, heads of research, and other senior-level leaders
+ Be a student of the markets and become an essential player in the investment teams' generation of alpha
**Qualifications **
+ Keen interest in equity instruments and markets, ETF experience a plus, CFA candidate (or willingness to work towards) preferred
+ 4-6 years of relevant experience
+ Advanced understanding of Aladdin tools & infrastructure
+ Strong analytical, organizational and project management skills along with outstanding communication, sound judgment, integrity and discretion
+ Understanding of and dedication to encouraging an inclusive, diverse, and equitable culture
+ Flexible, responsive and self-starting personality. Proven experience working both independently and as part of a team in a highly collaborative, global, demanding and dynamic environment
+ Thorough with an exceptional attention to detail. Ability to navigate a demanding and dynamic environment
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
AVP-Portfolio Management
Posted 5 days ago
Job Viewed
Job Description
Job function : Seed & Acceleration
Designation : AVP
Location: Ahmedabad
Must Have Skills
Community building experience, Understanding of the start-up ecosystem.
Qualifications
Education:
- Open to candidates from background in technology and/or management.
- Graduates from IIMA will be preferred.
Job role
- Catalyse entrepreneurship amongst Top B-school students and alumni.
- Continue to engage with and coach emerging and existing founders from the startup ecosystem.
- Design new interventions and continue running existing ones including the flagship B-School Fellowship, Internships and Challenge.
- Fundraise to support activities.
- Facilitate interactions between founders, faculty and students.
- Support entrepreneurship activities including cases, courses, workshops, competitions being led by other teams, student and alumni cells.
- Expand and activate the B-school alumni entrepreneur and investor community.
- Manage the annual flagship B-school Entrepreneurship Summit.
- Timely and accurate reporting to and communicating with relevant stakeholders.
Portfolio Management Intern
Posted 5 days ago
Job Viewed
Job Description
Location: Remote / Hybrid (Bangalore preferred)
Organization: PipRaisers
Stipend: Up to ₹30,000 per month
Duration: 2 Months
Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)
About PipRaisers
PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets.
Role Overview
As a Portfolio Management Intern at PipRaisers, you will contribute to developing and monitoring multi-asset portfolios in live trading environments. Working across FX, commodities, and digital assets, you’ll engage in performance analysis, market scanning, and strategy refinement while gaining a hands-on understanding of managing risks and returns in real-time.
Key Responsibilities
1. Track and evaluate portfolio performance across FX (USD, EUR, JPY), commodities (gold, oil), and crypto (BTC, ETH, SOL)
2. Research price trends, economic indicators, and sector sentiment to drive portfolio strategy
3. Assist in the development and testing of systematic or discretionary strategies
4. Monitor live trades and support in generating actionable trade ideas
5. Contribute to daily/weekly rebalancing, stop-loss setups, and position size adjustments
6. Maintain detailed records through dashboards, trade logs, and performance summaries
7. Collaborate with the core team on reviews, backtests, and strategy improvements
Who Should Apply?
1. Students or recent graduates in Finance, Economics, MBA (Finance), Quant, or BBA
2. Interest in global markets with a focus on FX, commodities, and crypto portfolios
3. Sound understanding of asset allocation, diversification, and market instruments
4. Strong analytical mindset with comfort in Excel, TradingView, Binance, or MT4/MT5
5. Curious about high-volatility asset classes and real-time decision making
6. A self-starter who enjoys exploring strategies, managing data, and drawing insights
What You’ll Gain
1. First-hand exposure to building and managing live trading portfolios
2. Understanding of real-time risk management, returns, drawdown metrics, and trade rationale
3. Monthly stipend up to ₹30,000 depending on performance
4. LOR and internship certificate on successful completion
5. PPO opportunity based on performance, innovation, and initiative
6. Access to mentorship, exclusive research tools, and trading war rooms
Application Deadline: 30th of the Month
Start Date: Immediate preferred
Multi Asset Portfolio Management, Portfolio Management Group, Associate
Posted 1 day ago
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Job Description
**Description:**
Do you have a passion for financial markets and investing across multiple asset classes? Do you enjoy working directly with clients? Are you searching for the next step in your career with the world's largest asset manager?
BlackRock's Multi-Asset Strategies & Solutions (MASS) business is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and innovative alpha insights. Our team of 300+ multi-asset investment professionals constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels.
**Team Overview:**
The Americas Foundation, Endowment, Healthcare and Family Office (FOFEH) team within the MASS business constructs and manages active asset allocation strategies and Outsourced Chief Investment Officer (OCIO) solutions using Blackrock and third-party managers across public and private markets. In OCIO, we serve as an extension of the client's staff, partnering on asset allocation, manager selection, tactical investments, and private market portfolio construction and allocations, among other services. We seek to help our clients achieve their missions through better investment performance, scale, and efficiency, packaged inside of a deep partnership. OCIO is a focus area for growth and is a key firm priority.
**Role Description, Responsibilities & Qualifications:**
This role offers a unique blend of client-facing engagement and multi-asset portfolio management. The Team is looking for a motivated individual to play a key role owning and supporting many phases of our investment process - both for existing clients and to help win new clients. This individual will contribute to research and analysis, create engaging investment content, present analyses to our clients, and find ways to improve efficiency and timeliness of deliverables, This is a great opportunity for someone with deep investment interest, a resourceful problem solver, strong communication and quantitative skills. The role is on a dynamic and entrepreneurial team, offers exposure to multi-asset investing (including alternatives), and involves working closely with team members, institutional account managers, and end clients.
**Responsibilities:**
+ Be accountable for, own, and support the creation and delivery of customized investment solutions to current and prospective OCIO clients, including work on strategic asset allocations, portfolio construction, manager blending, and private markets allocations for clients and prospects.
+ Develop an in-depth knowledge of the full suite of solutions offered by BlackRock and third-party managers across public and private markets.
+ Engage with internal teams throughout BlackRock to address investment and reporting challenges.
+ Lead projects (client and research) and sections of client meetings as well as partner with more senior and more junior team members on the planning and execution of client materials.
+ Play a prominent role in RFPs and pitch materials to contribute to business growth.
+ Contribute to product design as well as the improvement of existing product offerings and servicing.
+ Understand and contextualize the broader themes, trends, and competitive landscape for U.S. endowment, foundation, family office, and healthcare systems and the broader OCIO market.
+ Build and maintain positive relationships with clients, the FOFEH team, and key partner teams.
+ Work with our New York, San Francisco, and Gurgaon based team members to grow and scale the business and optimally service clients.
**Qualifications:**
+ Familiarity with asset classes and institutional investment strategies across equity, fixed income and alternatives (including private markets) alongside an understanding of multi-asset asset allocation, portfolio construction, risk and performance measurement.
+ A keen interest and curiosity in markets, economics, current affairs, and global mega trends.
+ Excellent written and verbal communication skills; able to connect with different audiences (internally and externally), adapt style of communication, and articulate sophisticated concepts simply.
+ Strong problem-solving and analytical skills; comfortable building and working on quantitative analyses as well as understanding and working through new client and investment challenges.
+ Organized, able to manage multiple projects, and diligent, with the ability to take initiative, prioritize effectively, multi-task efficiently and adapt to new situations in a fast-paced environment.
+ Self-motivated individual with a proactive attitude, strong work ethic, and professional demeanor.
+ Great teammate who takes a collaborative and cooperative approach but can also work independently.
+ Tools: Expertise in modelling using Excel. Proficient in PowerPoint for developing customized client materials. Experience with visualization and dashboarding tools like tableau/PowerBI and/or experience in coding languages (Python, VBA, etc.) would be a plus.
+ 3-5 years of asset management experience involving client-facing communication, risk analysis, portfolio construction, performance analysis and/or investment research.
+ Degree or equivalent higher-level qualification and proven record of academic achievement. Achievement of CFA/CAIA/FRM or equivalent qualifications preferred.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
Portfolio Management Analysis (Python), Portfolio Management Group, Analyst
Posted 2 days ago
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Job Description
**About the team and role**
The Systematic Fixed Income Portfolio Management team within BlackRock Systematic, has the responsibility for managing Blackrock's Fixed Income portfolios in EMEA, across Institutional pooled funds, Segregated accounts and Hedge Funds. The team is responsible for ensuring that the portfolios meet their investment objectives and are managed in a consistent and risk-controlled manner.
BlackRock is seeking a candidate to join the Systematic Fixed Income team as a Junior Portfolio Manager in Gurgaon. The successful candidate will work with relevant Lead PMs to ensure that active model based, views are applied to the portfolios accurately and in line with portfolio guidelines and risk budgets. The candidate will also contribute to alpha and idea generation through development of new models from signals. Team members develop analytics, reports, tools and framework to attribute performance, monitor risks and design custom portfolio solutions for clients using asset allocation, portfolio construction, risk management and other related investment skills.
**Key responsibilities:**
+ Daily management and rebalancing of portfolio investments and risks and investment of cash flows in a risk-controlled manner
+ Ensure that all portfolios are managed to the highest fiduciary standards and taking appropriate levels of risk per their risk budgets
+ Contribute to product development and processes through factor-based research and partnerships with Research & Innovation and Product Strategy
+ Working closely with BlackRock's Trading team to ensure optimal execution
+ Working with partner teams to be on top of risk and performance metrics
+ Performing cash management processes and derivative lifecycle events
+ Partner with Product Strategy to grow the business and contribute to the client experience by participating in portfolio reviews and client pitches
+ Be a leader towards building the future state of Portfolio Management through customized solutions using Python while working closely with various partners and towards other automation efforts
**Experience and knowledge required**
+ Minimum 1-2 years of experience in portfolio management or related role such as portfolio construction, risk management, compliance and operations, technology or trading, preferably related to fixed income portfolios
+ Demonstrate knowledge and passion for financial markets
+ Strong process-oriented background including introduction of controls & procedures
+ Demonstrate keen awareness of operational risk issues as well as adapt quickly to changing market environments and perform under tight time constraints
+ Knowledge of Aladdin tools like Portfolio Construction, Portfolio Monitor, Dashboard and Explore beneficial
**Skills and competencies required**
+ Coding experience especially in Python
+ Successful experience working both independently and as part of a team in a fast-paced, entrepreneurial environment
+ Strong interpersonal skills are a must as will have to deal with several internal teams such as Trading, Capital Markets, Operations, Product Strategy, Risk and Quantitative Analysis etc.
+ Demonstrated planning and organization skills and the proven ability to work efficiently under pressure. Ability to work with challenging situations in a mature manner
+ Strong analytical, organizational, and problem-solving skills with a diligent attention to detail
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
Associate Analyst, Portfolio Management
Posted 2 days ago
Job Viewed
Job Description
_Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Associate Analyst, Portfolio Management
Job Description Summary
Who is Mastercard?
Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential.
Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.
Overview
The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability. This is a global role and collaboration will be required with the global team, operating across multiple time zones.
The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement.
Role
- Oversee the planning and execution of largescale projects within People Operations and Insights
- Partners to develop and maintain comprehensive prioritized roadmaps across POI teams.
- Establish and standardize processes for documentation to ensure consistency and accessibility
- Acts as a backup and performs ad hoc roles as needed to ensure project continuity
- Develops and supports integrated enablement and change mgmt plans in support of POI deliverables
- Provides governance and planning for POI communications
- Builds templates and tools that can be leveraged throughout the team (e.g., readiness checklists, Quality control processes & standards)
- Monitors and reports metrics and KPIs to measure portfolio performance
- Identifies potential risks and develop mitigation strategies
All About You
In this section, list essential responsibilities and education desired. Customize based on the role and feel free to add intrinsic values. Add bullet points to:
- List essential knowledge, skills, and experience (3-5 suggested, 6 maximum)
- List desirable or additional capabilities (4 maximum)
Do not include a number of years of experience required. Instead, use a level of expertise, such as intermediate or advanced.
Essential
- Ability to collaborate with peers and cross functional teams, working across multiple time zones
- Creative and nimble with ability to overcome obstacles to solve challenging problems
- Flexible and responsive, with ability to adapt to rapid change in direction or business priority
- Openness to feedback and strong self-awareness
- Excellent verbal and written communication skills
Desirable
- Experience working in cross-functional and large projects
- Experience in relationship building across large scale organizations
- Past portfolio management/PMO experience
Corporate Security Responsibility
Every person working for, or on behalf of, Mastercard is responsible for information security. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and therefore, it is expected that the successful candidate for this position must:
- Abide by Mastercard's security policies and practices;
- Ensure the confidentiality and integrity of the information being accessed;
- Report any suspected information security violation or breach, and
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
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Senior Portfolio Management Executive
Posted 3 days ago
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Job Description
Key Responsibilities:
- Develop and implement tailored investment strategies for a diverse portfolio of high-net-worth clients.
- Conduct thorough market research and analysis to identify investment opportunities and risks across various asset classes, including equities, fixed income, alternatives, and derivatives.
- Monitor portfolio performance on an ongoing basis, rebalancing as necessary to meet client objectives and adapt to changing market conditions.
- Build and maintain strong, long-term relationships with clients, understanding their evolving needs and providing exceptional service.
- Clearly communicate investment strategies, market outlooks, and portfolio performance to clients through regular meetings and reports.
- Collaborate with research analysts and economists to inform investment decisions.
- Ensure compliance with all regulatory requirements and internal policies.
- Manage client portfolios within established risk parameters and investment guidelines.
- Stay abreast of global economic trends, geopolitical events, and market developments that may impact investments.
- Contribute to the development of new investment products and services.
- Mentor and guide junior portfolio managers and investment analysts.
- Uphold the highest standards of ethical conduct and professional integrity.
Qualifications:
- Master's degree in Finance, Economics, Business Administration, or a related quantitative field.
- A minimum of 8 years of experience in portfolio management, investment advisory, or wealth management.
- Proven track record of successfully managing investment portfolios and achieving client objectives.
- Deep understanding of financial markets, investment instruments, and portfolio theory.
- Expertise in financial modeling, valuation techniques, and risk management.
- Strong analytical, critical thinking, and problem-solving abilities.
- Excellent communication, interpersonal, and client relationship management skills.
- Demonstrated ability to work independently and manage a high-value client book in a remote setting.
- Relevant professional designations such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) are highly preferred.
- Proficiency in financial planning software and portfolio management systems.
- A strong ethical compass and commitment to fiduciary responsibility.
This is an outstanding opportunity for a seasoned investment professional to manage significant portfolios with the complete autonomy and flexibility of a fully remote role. If you are a strategic thinker with a passion for delivering exceptional investment outcomes, we encourage you to apply. The original_request_index for this role is 8 and it is located in Thiruvananthapuram, Kerala, IN .
Senior Investment Strategist - Portfolio Management
Posted today
Job Viewed
Job Description
Key Responsibilities:
- Develop and refine investment strategies across multiple asset classes.
- Conduct comprehensive market research and macroeconomic analysis.
- Construct and manage investment portfolios to meet client objectives.
- Identify and assess investment risks and opportunities.
- Utilize quantitative and qualitative analysis for asset allocation.
- Collaborate with research and client service teams.
- Communicate investment outlooks and performance to stakeholders.
- Stay abreast of global financial markets and economic developments.
- Ensure adherence to investment policies and regulatory requirements.
Senior Investment Analyst - Portfolio Management
Posted today
Job Viewed