270 Investment Management jobs in Mumbai

Description:

We are seeking a talented individual to join our Data Management team at Wealth Investments Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.

Director - Data Management

We are looking for a dynamic and entrepreneurial leader to establish and lead a brand-new Data Team with a significant mandate to support our business in all critical processes. This role is ideal for a visionary with a tech-first mindset who can blend people, process, and technology to deliver high-impact, pragmatic solutions that directly drive business value. The position will partner closely with the Global Head of Data and the Global Data Team and business stakeholders, enabling day-to-day operational excellence while innovating to meet evolving needs.

The ideal candidate will think and act like a business owner—focusing on ROI, mitigating risks, and ensuring value delivery. They will have deep expertise in the Investment Domain and a proven track record in managing data analysts, implementing robust data management practices, and delivering creative solutions that scale

We will count on you to:

Strategic Leadership

Solution Delivery

Data Management Excellence

Business Partnership & Communication

What you need to have: 

What makes you stand out?

Why join our team:

OPPORTUNITY

This opportunity is based in Andheri Saki Vihar, Mumbai. The successful individual in this position will be able to make an immediate effective contribution by drawing upon their previous experience and developing it further by utilizing expertise within Coalition globally.

Domain: Financial Services Location: Saki Vihar, Mumbai Experience: 5 to 8 years Employment Type: Full time

JOB PROFILE

We are seeking full-time Research AVP to support new product development in the Coalition Greenwich Investment Management business, including the buildout of a new research product for asset management markets in the US, Europe and Asia. The role will involve collecting, analysing, and interpreting data from multiple sources, producing insights that will shape our market intelligence offerings. This is an exciting time to join the team, and you will be working closely with Product owners, the Head of Product Development, and the Co-Heads of IM globally to support our broader product development roadmap.

The job involves conducting industry and financial research to analyze and estimate revenues, AUM, and in detail funds analysis of Asset Managers at the most granular level possible and thereafter providing benchmarking analysis and contributing to internal knowledge building efforts. Typical projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and frameworks.

Key responsibilities involve:

• Gather, structure, and consolidate quantitative and qualitative data relevant to the asset management industry in the US, Europe and Asia
• Conduct market, industry and competitor analysis across intermediary and institutional channels, ensuring accuracy and consistency of datasets
• Build and maintain efficient and robust models and data sets to support forecasting and trend analysis
• Collaborate with internal teams to develop benchmark report deliverables and methodologies for new analysis
• Prepare market insights, charts, and visualizations for client presentations and internal reports, including qualitative write-up and messaging
• Coordinate delivery of data and insights to meet project milestones, and contribute to overall product development workstream activity

REQUIRED EXPERIENCE AND SKILLS

The successful candidate will have to demonstrate the following skills, experience and attributes likely to have been gained over two to four years relevant experience:

• The ideal candidate has a strong intellectual curiosity, proven at problem-solving and can learn new business domains, tools and processes quickly
• Proficiency in data analysis tools including Excel (advanced formulas, pivot tables, data modelling), knowledge of data visualization tools (e.g., Power BI, Tableau) is a plus
• Strong quantitative and analytical skills with experience in forecasting and market data gathering
• Extremely high attention to detail, adaptable to a variety of tasks
• Familiarity with the asset management industry is preferred but not mandatory
• Experience working in agile environments is preferred
• Has excellent command and knowledge on Asset Management Products and Industry
• MBA or post graduate degree in finance, business management, statistics, economics or similar analytical fields.
• Ability to take decisions while working with unstructured and limited information
• Responsible attitude and ability to complete tasks proactively and in a timely manner
• Well-developed interpersonal and active listening skills
• Prior experience of 2 years or more in financial research / analytics
• Sound knowledge of global capital markets products preferred
• A strong degree of independence and self-motivation
• Fluency in spoken and written English is essential
• Excellent working skills with MS office tools, especially good at advanced Excel and PowerPoint
• Working knowledge of professional information services like Bloomberg, Thomson Reuters etc preferred

Company Description

Synergy HR Consultancy is a leading HR and Recruitment firm dedicated to providing expert Non-IT Hiring solutions. We specialize in executive search, mid and senior-level hiring, and contingency search across various industries including BFSI, Manufacturing, FMCG, and more. Our core values of partnership, integrity, and innovation guide us in creating lasting partnerships. We pride ourselves on our client-centric approach, national reach, and ethical hiring practices, tailored to meet the specific talent needs of our clients.

Role Description

This is a full-time on-site role for a Playing Captain – Wealth (Pan India) based in Mumbai. The Playing Captain will be responsible for leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Daily tasks include client relationship management, overseeing investment portfolios, and providing financial consulting. The role requires coordination with different departments to ensure seamless service delivery and adherence to regulatory requirements.

Qualifications

• Strong leadership skills and experience in wealth management
• Proven track record in client relationship management and financial consulting
• In-depth knowledge of investment strategies and portfolio management
• Excellent analytical and problem-solving skills
• Ability to work collaboratively with different teams and departments
• Bachelor's degree in Finance, Business Administration, or related field; advanced certifications (e.g., CFA, CFP) are a plus
• Excellent written and verbal communication skills
• Strong ethical foundation and commitment to regulatory compliance

This role is for an experienced audit professional to join the Asset Wealth Management Audit Team.

Job Summary

As a Asset Wealth Management Audit Associate in our Internal Audit group, you will lead audit assignments, perform and document audit testing, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. You will be responsible for assisting with ongoing risk assessment, control identification, audit execution and continuous monitoring activities across Asset & Wealth Management functions.

Job Responsibilities

1. Assist or lead audit engagements covering Asset Wealth Management functions including risk assessment, audit planning, audit testing, control evaluation, documenting work papers, audit report drafting and follow-up and verification of issue closure. 

2. Meet time frame and budget targets for assigned audit work, whilst adhering to department and professional standards and utilizing consistent methodology. 

3. Collaborate with other groups and regions within Audit to ensure the delivery of a seamless program of audit coverage across the firm. 

4. Establish and maintain a business climate and culture that encourages integrity, respect, excellence and innovation. 

5. Travel to locations internationally (up to 10%), if required, and adjust work timings, as needed, to support global teams

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

*Position Title: *
Associate – Investment Risk Management
Location:
Mumbai, India

Department:
Morgan Stanley Investment Management (MSIM)

*Department Overview *
Morgan Stanley Investment Management (IM), along with its advisory affiliates, manages over USD 1.6 trillion in assets globally (as of June 30, 2025).

*Role Summary *
This role is within the Mumbai-based Investment Risk Management. The successful candidate will contribute to both fund risk management initiatives, including but not limited to fund risk reporting, analysis, and monitoring. This role also involves active participation in portfolio hedging programs and advanced risk analytics, including sensitivities and Greeks. The candidate will work closely with investment, trading, and operational teams to ensure robust risk oversight, regulatory compliance, portfolio hedging and rebalancing and other related objectives.

*Key Responsibilities
Fund Risk Management *

• Good knowledge and experience in Asset Management and Hedge Fund styles.
• Conduct regular risk reporting, including Value-at-Risk (VaR) backtesting, stress testing, and scenario analysis.
• Monitor risk exposures across multi-asset classes and ensure alignment with fund mandates and regulatory limits.
• Ensure compliance with UCITS and AIF regulations (UCITS knowledge is a strong plus).
• Produce periodic board and regulatory reports, highlighting risk metrics and compliance breaches.
• Develop and maintain comprehensive investment risk and compliance framework tools.

Portfolio Hedging & Rebalancing

• Execute and monitor Portfolio hedging programs for Global Markets, Multi-asset portfolios.
• Minimize basis risk and ensure efficient trade execution for swap basket rebalancing.
• Collaborate with traders to optimize portfolio hedging strategies using derivatives.
• Analyze and report on portfolio sensitivities including delta, gamma, vega, Beta, and other Greeks.

Cross-functional Collaboration

• Partner with various investment, operational, etc. teams to support risk activities of all funds under coverage in accordance with local and global regulations.
• Participate in board meetings and communicate risk findings and strategic insights.
• Support fund and strategy research initiatives.

*Required Skills & Experience *

• Master's degree in a quantitative discipline (Mathematics, Quantitative Finance, Economics, Engineering, etc.).
• CFA, FRM (completed) level 1 onwards is a plus.
• 2–4 years of experience in finance, preferably in trading, risk, or investment management.
• Strong understanding of financial instruments and derivatives pricing (futures, swaps, options).
• Excellent understanding about various asset classes including Equities, Fixed Income, derivatives, swaps, FX, Commodities.
• Good understanding of fund strategies and hedging styles.
• Proficiency in financial market tools like Bloomberg, Aladdin is preferred.
• Proficiency in coding, data processing & visualization tools like SQL, Python, PowerPoint, Excel, VBA is preferred.
• Solid grasp of portfolio and risk concepts including VaR, stress testing, and derivatives sensitivities.
• Experience with European fund regulations (UCITS/AIF) is highly desirable.
• Excellent analytical, organizational, and communication skills.
• Ability to thrive in a fast-paced, collaborative environment.
• Good understanding about various asset classes including Equities, Fixed Income, derivatives, swaps, FX, Commodities.

What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Role Overview:

We are seeking a highly skilled Wealth Management SME to support the successful implementation of a Digital Wealth platform using Comarch. This role will be instrumental in translating complex wealth management requirements into functional and testable deliverables, ensuring alignment with business goals, regulatory compliance, and customer experience expectations.

Key Responsibilities:

1. Business & Functional Expertise

• Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
• Interpret and validate business requirements across modules such as:
• 360 Customer Overview & Net Worth Analytics
• Account Funding & Investment Cash Accounts
• Self-Execution & Robo Advisory Journeys
• Total Portfolio View & Performance Tracking
• Wealth Planning & Goal-Based Investing
• Ensure Comarch platform capabilities are aligned with:
• Customer onboarding
• Portfolio management
• Order placement (market, limit, stop)
• Reporting and analytics
• Integration with vendors (e.g., IVS, GTN)

2. Testing & Quality Assurance

• Collaborate with the Testers to define test scenarios and acceptance criteria.
• Validate:
• Real-time balance updates
• Order execution flows (T+1 settlement, pool accounts)
• Portfolio aggregation from multiple vendors
• Historical data accuracy (charts, reports)
• Regulatory compliance (e.g., MiFID II, FATCA)
• Support UAT and regression testing for all modules.

3. Stakeholder Collaboration

• Act as a liaison between:
• Business teams (Wealth, Compliance, Product)
• Technical teams (Developers, QA, Integration)
• External vendors (Comarch, IVS, GTN)
• Provide training and documentation for internal teams.

Required Skills & Experience:

Domain Knowledge

• 8+ years in wealth management, private banking, or investment advisory.
• Strong understanding of:
• Investment products (equities, ETFs, robo portfolios)
• Portfolio performance metrics (absolute/relative returns)
• Risk profiling and goal-based investing
• Regulatory frameworks (MiFID II, FATCA, CRS

Digital Wealth Platforms

• Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud).
• Familiarity with:
• Digital onboarding and KYC
• Self-execution and robo-advisory flows
• API-based integrations and data aggregation

Testing & Delivery

• Experience in Agile/Scrum delivery environments.
• Ability to define and validate test cases, support SIT/UAT, and ensure traceability.
• Strong documentation and analytical skills.

Preferred Qualifications:

• Experience in Middle East banking and digital wealth implementation projects.

Soft Skills:

• Excellent communication and stakeholder management.
• Detail-oriented with a proactive mindset.
• Strong problem-solving and decision-making skills.

Interested please share your updated resume on

CLIENT & REVENUE: Acquire, onboard & upsell clients; manage relationships & resolve queries. Achieve set targets of HNI client acquisition and handling

ASSOCIATE / DISTRIBUTOR NETWORK DEVELOPMENT : Source & enable new associates/distributors.

Company Description

Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide.

Job Location Pune, Ahmedabad, Surat

Role Description

This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets.

Qualifications

• Financial Planning and Investment Management & client acquisition skills
• Strong Analytical Skills
• Knowledge of Finance and Communication skills
• Experience in Wealth Management - Third party products on the distribution side
• Excellent interpersonal and client relationship management skills
• Bachelor's degree in Finance, Economics, Business, or related field