170 Investment Management jobs in Mumbai
Director - Investment Management
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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:
SAP IM – Investment Management
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• 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
• Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,
Asset Wealth Management Audit Associate
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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
Wealth Management Analyst
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We're Hiring: Analyst | Neo Wealth and Asset Management
Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ?
Neo Group is looking for Analysts to join our high-performing teams in Wealth Management
Role: Portfolio Analyst
Location: Mumbai
Experience: 2-4 years (Minimum relevant experience) in wealth management
What You’ll Do:
- Research across equities, debt, alternatives & private markets
- Build and analyze financial models & valuations
- Support senior bankers/portfolio managers in client portfolios & transactions
- Prepare investment reports, IC notes & client presentations
- Track markets, earnings & thematic investment trends
What We’re Looking For
- Strong analytical & financial modelling skills
- Excel + PowerPoint proficiency (Bloomberg/analytics tools a plus)
- CA / CFA background preferred (not mandatory)
If you’re a data-driven analyst with a passion for uncovering insights and optimizing investment strategies, we invite you to join Neo Wealth Management!
Chief Manager/AVP - TA | Lead Investment Management Company
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About Our Client
The client is one of the world's largest investment managers. Through their distinct specialist investment managers, they offer specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions.
Job Description
Recruiting and Sourcing:- Lead the recruitment efforts for our AMC business across all levels focusing on Front Office roles.- Provide proactive communication throughout the process for both candidates and hiring leaders- Responsible for delivering "high touch" excellent customer service throughout the recruitment cycle.- Utilizes internal and external sources to develop candidate leads and stays current with industry market information.- Provide a more hands-on approach and offer more options/solutions, know how to flex, customizing service based on the needs of hiring leaders- Ensures compliance with company policy and guidelines- Establishes and maintains effective business relationships with various recruitment sources, including executive search firms and placement agencies in order to generate and maintain a qualified, diverse applicant pool- Influence candidates to see the EVPs by promoting the brand and values with all professional interactions- Provide expertise to Talent Acquisition programs and initiatives such as university relations, diversity recruiting, and community outreachOpportunistic Sourcing:- Partner with hiring leaders to understand their talent needs of the business and create an effective search plan to fill open positions and build candidate pipelines.- Create a pipeline of prequalified candidates for current and future positions with the goal of decreasing time to fill and use of external agencies- Create and implement effective passive candidate generation approaches to market our opportunities, attract talent, and build communities that produce best-fit candidates- Maintain accurate and well-ordered documentation on all candidates, searches, and other recruiting activities- Track sourcing activity and communicates any relevant market information to the hiring manager- Conduct market analysis and industry research to inform and develop sourcing planRecruiting and Sourcing:- Lead the recruitment efforts for our AMC business across all levels focusing on Front Office roles.- Provide proactive communication throughout the process for both candidates and hiring leaders- Responsible for delivering "high touch" excellent customer service throughout the recruitment cycle.- Utilizes internal and external sources to develop candidate leads and stays current with industry market information.- Provide a more hands-on approach and offer more options/solutions, know how to flex, customizing service based on the needs of hiring leaders- Ensures compliance with company policy and guidelines- Establishes and maintains effective business relationships with various recruitment sources, including executive search firms and placement agencies in order to generate and maintain a qualified, diverse applicant pool- Influence candidates to see the EVPs by promoting the brand and values with all professional interactions- Provide expertise to Talent Acquisition programs and initiatives such as university relations, diversity recruiting, and community outreachOpportunistic Sourcing:- Partner with hiring leaders to understand their talent needs of the business and create an effective search plan to fill open positions and build candidate pipelines.- Create a pipeline of prequalified candidates for current and future positions with the goal of decreasing time to fill and use of external agencies- Create and implement effective passive candidate generation approaches to market our opportunities, attract talent, and build communities that produce best-fit candidates- Maintain accurate and well-ordered documentation on all candidates, searches, and other recruiting activities- Track sourcing activity and communicates any relevant market information to the hiring manager- Conduct market analysis and industry research to inform and develop sourcing plan
The Successful Applicant
- Bachelor's degree in HR related field or equivalent preferred- Minimum 8 years of recruitment experience and at least 4 years in front office hiring. Front office search firm recruiter is highly preferred.- Experience recruiting for financial services. Asset management would be highly desirable.- Hands-on experience with sourcing techniques ( recruiting on various social platforms and crafting Boolean search strings)- Strong Knowledge of the India market- Strong organizational skills and ability to multi-task- Strong verbal and communications skills- Ability to think out of the box and has a creative mindset- Excellent interpersonal skills and able to engage with various functions and seniority- Good team player, able to collaborate effectively with cross-functional and teams- Familiarity with Workday is a plus
Asset & Wealth Management, Private Credit Investing, Associate, Mumbai
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ASSET & WEALTH MANAGEMENT
Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are:
· Investors, spanning traditional and alternative markets offering products and services
· Advisors, understanding our clients’ priorities and poised to help provide investment advice and strategies that make sense for their portfolios
· Thought Leaders, providing timely insights across macro and secular themes to help inform our clients’ investment decisions
· Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals
Asset & Wealth Management Private Credit
Goldman Sachs Asset & Wealth Management Private Credit is one of the world’s largest alternative credit investing platforms with approximately $00bn of AUM and investment professionals based in the US, Europe, Asia and Australia.
GS Private Credit is a dynamic platform with a broad mandate – from direct lending (middle market and large cap performing credit) to opportunistic and structured investments across debt and equity.
The teams are mandated to originate, execute and manage investments across the full spectrum of credit strategies, helping deploy our senior, mezzanine and hybrid funds alongside the Firm’s balance sheet. Senior and Mezzanine strategies primarily invest alongside the world’s leading financial sponsors in support of LBO transactions with target EBITDA ranging from $10mm to 100+mm across sectors. Hybrid Capital provides all-weather capital solutions for businesses seeking non-control alternatives to traditional private equity or growth equity with ability to provide flexibile capital across the cap structure (., debt, convertibles, equity).
Associates work as part of small deal teams responsible for identifying, conducting due diligence, structuring, executing, and monitoring investments, and are involved in a wide variety of exciting transactions across the capital structure in a variety of industries.
Responsibilities
Qualifications
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Test Manager - Digital Wealth Management
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Role Overview
We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation of a Digital Wealth platform using Comarch. This role requires deep expertise in digital wealth management and test leadership, with the ability to design test strategies, manage cross-functional teams, and ensure compliance with client and organizational quality standards. The Test Manager will be accountable for overall testing quality, timely delivery, and continuous improvement initiatives, while collaborating with Comarch product teams, banking stakeholders, and offshore QE resources.
Key Responsibilities
- Lead the end-to-end QE strategy for Comarch platform implementation in a digital wealth environment.
- Define test strategies across wealth use cases, integration with banking systems, and cloud deployments.
- Collaborate with Comarch product and implementation teams to align on release quality.
- Manage cross-functional QE resources, including functional, automation, performance, and UX.
- Report quality metrics to both the
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Team Leader (Private Wealth Management)
Posted 8 days ago
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Job Role :
1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.
2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.
3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions.
4. Identify market opportunities and support regional business development initiatives.
Requirements:
1. 8–15 years of experience in private banking, wealth management in India.
2. Strong leadership capabilities with the ability to motivate and mentor a team.
3.Proven track record of managing HNW or UHNW client relationships.
4. In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.
Locations : Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi and Bangalore
Vice President of Wealth Management
Posted 11 days ago
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Job Title: Vice President – Investments & Capital Raising (Signature Office Platform)
Reports to: Associate Director
Location: Mumbai / Gurugram
About the Organization
Our client is one of India’s largest pan-India real estate developers with a proven track record of delivering iconic, institutional-grade assets across the country. The firm is now building a pioneering investment platform designed for HNIs, Family Offices, and Global Investors to participate in Grade-A commercial office ownership.
This platform offers curated, fully managed commercial assets located in established micro-markets, combining predictable yields, capital appreciation, and professional governance. It represents a unique opportunity for investors seeking steady income, long-term wealth protection, and exposure to India’s urban growth story.
Role Overview
The Vice President – Investments & Capital Raising will be a key leader responsible for building investor confidence and driving capital inflows into this new office ownership platform. The individual will manage high-value investor relationships, originate and close deals, and position the platform as a compelling investment opportunity.
The role requires deep expertise in wealth management, real estate investments, and business development with a proven track record of fundraising from HNIs, Family Offices, and Institutions.
Key Responsibilities
1. Investor Engagement
- Build long-term relationships with HNIs, Family Offices, and Investment Funds (domestic and global).
- Act as a trusted advisor, articulating wealth preservation and growth benefits of the platform.
2. Business Development
- Develop a strong investor network through partnerships with private bankers, wealth managers, and advisors.
- Drive investor roadshows, one-on-one meetings, and thought-leadership sessions.
3. Investment Pitching & Structuring
- Create tailored investment proposals based on investor needs and risk appetite.
- Clearly communicate differentiators such as:
- Institutional tenants vs. individual occupiers
- Built-in rental escalations vs. static rents
- Transparent governance & audited reporting
- ESG and sustainability credentials
4. Deal Execution
- Lead end-to-end deal cycles: origination, negotiation, structuring, and closure.
- Work closely with finance, legal, and compliance teams for seamless investor onboarding.
5. Strategic Insights
- Provide feedback on investor sentiment and wealth management trends.
- Collaborate with leadership on refining value proposition and governance standards.
Why Join?
- Opportunity to be part of a first-of-its-kind real estate investment platform in India.
- Represent an asset class combining predictable yields, capital appreciation, and downside protection .
- High-visibility role with direct access to marquee investors.
- Attractive compensation with strong performance-linked incentives.
- Be part of India’s largest pan-India developer with global scale and reputation.
Test Manager - Digital Wealth Management
Posted today
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Role Overview
We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation of a Digital Wealth platform using Comarch. This role requires deep expertise in digital wealth management and test leadership, with the ability to design test strategies, manage cross-functional teams, and ensure compliance with client and organizational quality standards. The Test Manager will be accountable for overall testing quality, timely delivery, and continuous improvement initiatives, while collaborating with Comarch product teams, banking stakeholders, and offshore QE resources.
Key Responsibilities
- Lead the end-to-end QE strategy for Comarch platform implementation in a digital wealth environment.
- Define test strategies across wealth use cases, integration with banking systems, and cloud deployments.
- Collaborate with Comarch product and implementation teams to align on release quality.
- Manage cross-functional QE resources, including functional, automation, performance, and UX.
- Report quality metrics to both the