37 Investment Portfolio jobs in India
Senior Financial Analyst - Investment Portfolio Management
380001 Ahmedabad, Gujarat
₹85000 Monthly
WhatJobs
Posted 8 days ago
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Job Description
Our client, a leading financial institution, is seeking a highly analytical and results-oriented Senior Financial Analyst to join their Investment Portfolio Management division in Ahmedabad, Gujarat, IN . This critical role will involve in-depth financial analysis, modeling, and reporting to support strategic investment decisions. The ideal candidate will possess a strong understanding of financial markets, investment instruments, and risk management principles. You will be responsible for evaluating investment opportunities, monitoring portfolio performance, and providing insightful recommendations to senior management. This position offers a dynamic work environment and the opportunity to contribute significantly to the firm's financial success and growth.
Key Responsibilities:
Key Responsibilities:
- Conduct comprehensive financial analysis of investment opportunities, including market research, valuation, and risk assessment.
- Develop and maintain complex financial models to forecast financial performance and evaluate investment scenarios.
- Monitor and analyze the performance of existing investment portfolios, identifying trends and areas for improvement.
- Prepare detailed financial reports, presentations, and memos for senior management and investment committees.
- Provide insights and recommendations on asset allocation, risk mitigation, and portfolio optimization strategies.
- Collaborate with external fund managers and financial advisors to ensure alignment with investment objectives.
- Stay current with economic trends, market developments, and regulatory changes affecting the financial industry.
- Ensure compliance with all relevant financial regulations and internal policies.
- Assist in the budgeting and forecasting process for the investment division.
- Develop and implement financial controls and best practices.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or CFA designation is highly preferred.
- Minimum of 5 years of progressive experience in financial analysis, investment management, or a related role within the financial services industry.
- Proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, VBA, Bloomberg Terminal).
- Strong understanding of financial markets, investment products (equities, fixed income, alternatives), and portfolio management principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial information clearly.
- Proven ability to work independently and collaboratively in a fast-paced environment.
- Detail-oriented with a high degree of accuracy.
- Strong understanding of accounting principles and financial reporting.
- Experience with data visualization tools is a plus.
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0
Senior Financial Analyst - Investment Portfolio Management
530027 Visakhapatnam, Andhra Pradesh
₹1400000 Annually
WhatJobs
Posted 10 days ago
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Job Description
Our client is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Investment Portfolio Management team. This position, located in Visakhapatnam, Andhra Pradesh, IN , will play a vital role in evaluating investment opportunities, managing portfolio performance, and providing strategic financial insights. You will be responsible for conducting in-depth financial analysis of potential investments, including market research, financial modeling, and risk assessment. Your duties will encompass monitoring the performance of existing investment portfolios, analyzing variances, and developing recommendations for optimization. This role requires a strong understanding of financial markets, investment instruments, and portfolio management principles. You will prepare comprehensive financial reports, presentations, and investment memorandums for senior management and investment committees. Collaboration with other departments, including research, trading, and risk management, will be essential to ensure cohesive investment strategies. The ideal candidate will possess advanced financial modeling skills, proficiency in data analysis tools, and a solid grasp of valuation methodologies. Excellent communication and presentation skills are required to effectively convey complex financial information to both financial and non-financial stakeholders. A strong commitment to accuracy, integrity, and ethical conduct is paramount. This role offers an excellent opportunity to contribute to significant investment decisions and grow within a dynamic financial environment. Experience with portfolio management software and a deep understanding of economic indicators will be advantageous.
Responsibilities:
Qualifications:
Responsibilities:
- Conduct comprehensive financial analysis of potential investment opportunities.
- Develop detailed financial models, forecasts, and valuations.
- Monitor and analyze the performance of investment portfolios.
- Prepare regular performance reports and investment recommendations.
- Conduct market research and competitive analysis.
- Assess and quantify investment risks and develop mitigation strategies.
- Collaborate with research and trading teams to support investment decisions.
- Present financial insights and investment proposals to senior management.
- Ensure compliance with all relevant financial regulations and company policies.
- Stay current with market trends, economic developments, and investment strategies.
Qualifications:
- Master's degree in Finance, Economics, Accounting, or a related field.
- Professional certifications such as CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) are highly preferred.
- Minimum of 6 years of experience in financial analysis, investment management, or a related field.
- Proven expertise in financial modeling, data analysis, and valuation techniques.
- Strong understanding of financial markets, investment instruments, and portfolio theory.
- Proficiency in financial analysis software and tools (e.g., Excel, Bloomberg Terminal).
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and manage multiple projects simultaneously.
This advertiser has chosen not to accept applicants from your region.
1
Senior Investment Portfolio Manager
682001 Kochi, Kerala
₹140000 Annually
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Posted 14 days ago
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Job Description
Our client, a distinguished financial institution, is actively seeking a highly experienced and accomplished Senior Investment Portfolio Manager to join their dynamic team in Kochi, Kerala, IN . This senior position requires a deep understanding of financial markets, investment strategies, and risk management principles to oversee and grow a portfolio of high-value assets. You will be responsible for developing and implementing investment strategies tailored to client objectives, conducting thorough market research and analysis, and making informed investment decisions across various asset classes, including equities, fixed income, and alternative investments. The ideal candidate will possess exceptional analytical and quantitative skills, with a proven track record of achieving superior risk-adjusted returns. Key responsibilities include constructing and managing investment portfolios, monitoring market trends and economic indicators, conducting due diligence on potential investments, and providing expert advice to clients. You will also play a crucial role in client relationship management, building trust and ensuring client satisfaction. This hybrid role requires a balance of in-office collaboration for team meetings and client strategy sessions, along with flexible remote work for in-depth market analysis and portfolio management. A Bachelor's or Master's degree in Finance, Economics, or a related field, along with relevant certifications such as CFA (Chartered Financial Analyst), is essential. A minimum of 7 years of progressive experience in investment management or portfolio management is mandatory. If you are a results-driven finance professional with a passion for wealth creation and a commitment to excellence, we invite you to apply and make a significant contribution to our clients' financial success.
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2
Remote Investment Portfolio Manager
122001 Gurgaon, Haryana
₹1500000 Annually
WhatJobs
Posted 17 days ago
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Job Description
Our client, a forward-thinking financial services firm, is looking for a highly skilled and analytical Remote Investment Portfolio Manager to join their distributed team. This position offers the flexibility of a fully remote work environment, allowing you to manage investment portfolios from anywhere. You will be responsible for developing and executing investment strategies, conducting in-depth market research, and making informed decisions to maximize returns for clients while managing risk. The ideal candidate possesses a strong understanding of financial markets, various asset classes, and sophisticated portfolio management techniques. Excellent communication and analytical skills are crucial for collaborating with clients and internal teams in a virtual setting. Responsibilities include: Developing, implementing, and monitoring investment strategies tailored to client objectives; Conducting thorough research and analysis of financial markets, economic trends, and specific securities; Making buy/sell recommendations and executing trades; Managing risk exposure and ensuring compliance with regulatory requirements; Building and maintaining strong relationships with clients, providing regular performance updates; Preparing detailed investment reports and presentations; Staying current with industry developments and investment best practices; Utilizing portfolio management software and financial modeling tools. A Master's degree in Finance, Economics, or a related field, along with a CFA charter or equivalent, is strongly preferred. Minimum of 5 years of experience in portfolio management or investment analysis is required. Proven experience in managing diverse portfolios (equities, fixed income, alternatives) and a track record of achieving investment objectives are essential. This is an excellent opportunity for a dedicated professional to excel in a remote-first environment.
This advertiser has chosen not to accept applicants from your region.
3
Remote Senior Investment Portfolio Manager
302001 Jaipur, Rajasthan
₹250000 Annually
WhatJobs
Posted 6 days ago
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Job Description
Our client, a leading financial institution, is seeking a highly accomplished and strategic Senior Investment Portfolio Manager to join their elite remote team. This role is pivotal in managing and growing investment portfolios for a diverse clientele, demanding a sophisticated understanding of financial markets, investment strategies, and risk management. As a Senior Portfolio Manager, you will be responsible for asset allocation, security selection, performance monitoring, and client relationship management, all executed remotely. You will leverage advanced financial modeling tools, market research, and your extensive experience to achieve optimal investment outcomes and client satisfaction. This is an exceptional opportunity to work with a globally recognized firm that champions a remote-first work culture, offering unparalleled flexibility and professional growth. The ideal candidate possesses a strong analytical acumen, a proven track record of successful portfolio management, and the ability to articulate complex financial concepts clearly and concisely.
Key Responsibilities:
Key Responsibilities:
- Develop and implement investment strategies aligned with client objectives, risk tolerance, and market conditions.
- Manage and oversee a portfolio of diverse investment assets, including equities, fixed income, alternatives, and derivatives.
- Conduct in-depth market research, economic analysis, and security valuation to identify investment opportunities.
- Perform rigorous risk assessment and implement hedging strategies to protect portfolio value.
- Monitor portfolio performance, analyze deviations, and implement timely adjustments.
- Build and maintain strong relationships with clients, providing regular updates, insights, and financial advice.
- Collaborate effectively with internal teams, including research analysts, traders, and compliance officers, in a remote setting.
- Stay informed about regulatory changes and ensure all investment activities comply with relevant laws and internal policies.
- Prepare detailed investment reports, performance reviews, and strategic recommendations for clients and management.
- Contribute to the development of new investment products and services.
- Mentor junior portfolio managers and analysts, sharing expertise and best practices.
- Master's degree in Finance, Economics, Business Administration, or a related quantitative field. CFA designation is highly preferred.
- 7+ years of progressive experience in investment management, portfolio management, or financial analysis.
- Proven track record of successfully managing and growing investment portfolios, meeting or exceeding performance benchmarks.
- Deep understanding of financial markets, investment instruments, and portfolio theory.
- Proficiency in financial modeling, valuation techniques, and statistical analysis.
- Experience with portfolio management software and trading platforms.
- Excellent analytical, critical thinking, and problem-solving skills.
- Strong communication, presentation, and client relationship management skills.
- Ability to work independently, manage multiple priorities, and thrive in a fully remote environment.
- High ethical standards and a commitment to fiduciary responsibility.
- A reliable high-speed internet connection and a dedicated, professional home office setup are essential.
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4
Senior Investment Strategist - Portfolio Management
452001 Indore, Madhya Pradesh
₹130000 Monthly
WhatJobs
Posted today
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Job Description
Our client, a distinguished asset management firm, is seeking a highly experienced Senior Investment Strategist to join their globally distributed team. This position is fully remote, allowing you to contribute to sophisticated investment strategies from anywhere. You will be responsible for developing and executing innovative investment strategies, conducting in-depth market research, and managing client portfolios to achieve their financial objectives. As a Senior Strategist, your core duties will include analyzing macroeconomic trends, assessing market risks and opportunities, and formulating asset allocation recommendations across various asset classes. You will play a crucial role in constructing and rebalancing investment portfolios, employing quantitative and qualitative research methods to identify attractive investment opportunities. Collaboration with research analysts, portfolio managers, and client relationship teams is essential to align strategies with market conditions and client mandates. The ideal candidate will possess a deep understanding of financial markets, investment instruments, economic principles, and portfolio theory. Strong analytical, critical thinking, and problem-solving skills are paramount. Proficiency in financial modeling, data analysis tools, and relevant software (e.g., Bloomberg, FactSet) is highly desirable. You will be expected to articulate complex investment ideas clearly and persuasively to both internal teams and external clients. This role requires a proactive approach, strong decision-making abilities, and a commitment to delivering superior investment performance. Join a forward-thinking firm that values intellectual rigor, collaborative innovation, and a client-centric approach. This is an exceptional opportunity to shape investment outcomes and contribute to the growth of a leading financial institution.
Key Responsibilities:
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.
This advertiser has chosen not to accept applicants from your region.
5
Senior Investment Analyst - Portfolio Management
201001 Ghaziabad, Uttar Pradesh
₹130000 Annually
WhatJobs
Posted today
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Job Description
Our client, a distinguished financial institution, is seeking a highly analytical and driven Senior Investment Analyst to join their Portfolio Management team in Ghaziabad, Uttar Pradesh, IN . This hybrid role offers a blend of in-office collaboration and remote flexibility. The successful candidate will be responsible for conducting in-depth financial research, analyzing investment opportunities, and contributing to the development and management of diversified investment portfolios. Key responsibilities include evaluating market trends, assessing economic indicators, and performing quantitative and qualitative analysis of equities, fixed income, and alternative investments. You will assist portfolio managers in making strategic asset allocation decisions, monitoring portfolio performance, and identifying potential risks and opportunities. The Senior Investment Analyst will prepare comprehensive investment reports, present findings to senior management and clients, and maintain strong relationships with external research providers. A proven track record in financial modeling, valuation techniques, and portfolio construction is essential. Strong communication, presentation, and interpersonal skills are required to effectively convey complex financial information. We are looking for an individual with a deep understanding of financial markets, a strong quantitative aptitude, and the ability to work effectively under pressure in a dynamic financial environment. A relevant professional certification (e.g., CFA) or progress towards one is highly preferred. This is an excellent opportunity to advance your career in finance with a reputable firm, contributing to significant investment decisions and client success.
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6
Senior Investment Strategist, Portfolio Management
122001 Gurgaon, Haryana
₹2000000 Annually
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Posted 7 days ago
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Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and strategic Senior Investment Strategist to join their dynamic team in Gurugram, Haryana, IN . This is a key on-site role responsible for developing and implementing sophisticated investment strategies for diverse client portfolios. The ideal candidate will possess a deep understanding of global financial markets, economic trends, and a proven ability to translate complex data into actionable investment insights. Your primary responsibilities will include conducting in-depth market research and analysis to identify investment opportunities and risks across various asset classes, including equities, fixed income, and alternatives. You will develop, refine, and articulate investment strategies, asset allocation models, and portfolio construction frameworks tailored to meet the specific objectives and risk profiles of our clients. This includes generating compelling investment recommendations and presenting them clearly and persuasively to investment committees and high-net-worth clients. You will collaborate closely with portfolio managers and research analysts to ensure seamless execution of investment strategies and ongoing portfolio monitoring. Developing and maintaining sophisticated financial models for performance attribution, risk assessment, and scenario analysis will be a core function. Staying abreast of regulatory changes and geopolitical events impacting financial markets is essential, and you will proactively advise on potential impacts to investment portfolios. Contributing to thought leadership through market commentary, white papers, and client presentations will also be part of your role. The successful candidate will hold a Bachelor's degree in Finance, Economics, or a related field; a Master's degree or CFA charter is highly preferred. A minimum of 7 years of progressive experience in investment strategy, portfolio management, or financial analysis within the banking and finance sector is required. Demonstrable expertise in quantitative analysis, econometrics, and portfolio optimization techniques is essential. Exceptional communication, presentation, and interpersonal skills are critical for engaging with senior management, clients, and internal teams. A strong understanding of the Indian financial market landscape and its regulatory environment is also beneficial. This challenging and rewarding role is based in our Gurugram office.
This advertiser has chosen not to accept applicants from your region.
7
Senior Investment Analyst - Portfolio Management
682001 Kochi, Kerala
₹1900000 Annually
WhatJobs
Posted 12 days ago
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Job Description
Our client, a reputable investment firm, is seeking a highly analytical and experienced Senior Investment Analyst to join their dynamic team in **Kochi, Kerala, IN**. This hybrid role allows for a flexible work arrangement, combining remote work with in-office collaboration.
As a Senior Investment Analyst, you will be responsible for conducting in-depth market research, analyzing investment opportunities, and contributing to the development and management of investment portfolios. You will play a key role in evaluating financial instruments, assessing risks, and providing recommendations to support investment strategies. Your expertise will be vital in driving portfolio performance and achieving client objectives.
Key Responsibilities:
The ideal candidate will possess a Bachelor's degree in Finance, Economics, Mathematics, or a related field, with an MBA, CFA, or equivalent designation being highly preferred. A minimum of 5 years of relevant experience in investment analysis, portfolio management, equity research, or a related field within the financial services industry is required. Strong quantitative, analytical, and financial modeling skills are essential, with proficiency in Excel and financial databases (e.g., Bloomberg, FactSet) being mandatory. Excellent communication, presentation, and interpersonal skills are crucial for effectively conveying complex financial information. This is an exciting opportunity to contribute to a leading investment team and shape impactful investment strategies.
As a Senior Investment Analyst, you will be responsible for conducting in-depth market research, analyzing investment opportunities, and contributing to the development and management of investment portfolios. You will play a key role in evaluating financial instruments, assessing risks, and providing recommendations to support investment strategies. Your expertise will be vital in driving portfolio performance and achieving client objectives.
Key Responsibilities:
- Conduct comprehensive financial analysis and due diligence on potential investments across various asset classes.
- Develop and maintain sophisticated financial models for valuation, forecasting, and sensitivity analysis.
- Monitor market trends, economic conditions, and geopolitical events affecting investment performance.
- Prepare detailed investment research reports, presentations, and recommendations for the investment committee.
- Assist in the construction and rebalancing of investment portfolios to align with strategic objectives and risk tolerance.
- Track portfolio performance, analyze variances, and provide insights on attribution.
- Engage with portfolio managers and research analysts to share insights and collaborate on investment ideas.
- Ensure compliance with regulatory requirements and internal policies.
- Stay abreast of the latest developments in investment management and financial markets.
The ideal candidate will possess a Bachelor's degree in Finance, Economics, Mathematics, or a related field, with an MBA, CFA, or equivalent designation being highly preferred. A minimum of 5 years of relevant experience in investment analysis, portfolio management, equity research, or a related field within the financial services industry is required. Strong quantitative, analytical, and financial modeling skills are essential, with proficiency in Excel and financial databases (e.g., Bloomberg, FactSet) being mandatory. Excellent communication, presentation, and interpersonal skills are crucial for effectively conveying complex financial information. This is an exciting opportunity to contribute to a leading investment team and shape impactful investment strategies.
This advertiser has chosen not to accept applicants from your region.
8
Senior Investment Analyst - Portfolio Management
201301 Noida, Uttar Pradesh
₹100000 Annually
WhatJobs
Posted 13 days ago
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Job Description
Our client, a reputable financial institution, is seeking a highly analytical and experienced Senior Investment Analyst to join their dynamic team. This hybrid role, based in **Noida, Uttar Pradesh, IN**, offers the opportunity to contribute significantly to portfolio management and investment strategy. You will be responsible for conducting in-depth financial research, analyzing market trends, and evaluating investment opportunities across various asset classes. The ideal candidate will possess a strong quantitative background, a deep understanding of financial markets, and a proven ability to develop sound investment recommendations. You will collaborate closely with portfolio managers and senior leadership to support strategic decision-making and drive superior investment performance. This position requires meticulous attention to detail, excellent analytical skills, and the ability to communicate complex financial information effectively. Responsibilities:
- Conduct thorough research and analysis of financial markets, economic trends, and specific securities.
- Evaluate investment opportunities across equities, fixed income, and alternative assets.
- Develop financial models, valuation analyses, and projections for investment targets.
- Monitor existing portfolio performance, identify risks, and recommend adjustments.
- Prepare detailed investment reports and presentations for portfolio managers and clients.
- Collaborate with traders and other financial professionals to execute investment strategies.
- Stay abreast of regulatory changes and industry best practices in investment management.
- Assist in the development of new investment products and strategies.
- Contribute to client meetings and provide expert insights on market conditions and portfolio performance.
- Maintain compliance with all internal policies and external regulations.
- Master's degree in Finance, Economics, or a related quantitative field.
- Minimum of 6 years of experience in investment analysis, portfolio management, or a related financial role.
- Strong understanding of financial modeling, valuation techniques, and risk management.
- Proficiency in financial databases and analytical software (e.g., Bloomberg, Refinitiv Eikon).
- Excellent quantitative, analytical, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Ability to work effectively in a hybrid environment and collaborate with team members both in-office and remotely.
- Proven ability to work independently and manage multiple projects with tight deadlines.
- Relevant certifications such as CFA or FRM are highly desirable.
- A strong track record of delivering insightful investment research and recommendations.
This advertiser has chosen not to accept applicants from your region.
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