694 Investment Strategy jobs in India
Head - Investment Strategy
Posted 1 day ago
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The Head - Investment Strategy will spearhead Multicon Groups investment strategy, managing capital allocation, risk assessment, and financial planning across its diverse businesses, including FOREX, Broadband, Cable TV, Education, and Real Estate. The role focuses on maximizing returns while aligning investments with the Groups financial objectives and risk appetite.
This position requires a qualified CFA with a global investment perspective, offering strategic advisory to drive business growth, profitability, and long-term financial stability. He/she will formulate investment policies, identify optimal vehicles, track performance, and collaborate with key stakeholders to ensure compliance, transparency, and sustainable value creation. This is an individual contributor (IC) role.
- Develop and implement a comprehensive investment strategy aligned with Multicon Groups business objectives.
- Conduct in-depth market analysis to identify profitable opportunities across asset classes, including stocks, fixed income, private equity, real estate, and FOREX.
- Define and maintain optimal asset allocation strategies to enhance returns while managing risks.
- Oversee investment portfolios across diverse sectors such as FOREX, Broadband, Cable TV, Real Estate, and Education.
- Guide capital allocation across businesses to maximize returns and mitigate risks.
- Collaborate with the Board, CFO, and Business Heads to align investment decisions with growth strategies.
- Establish a robust risk management framework to identify and mitigate investment risks.
- Ensure compliance with SEBI, RBI, FEMA, and other regulatory bodies.
- Build and maintain relationships with investment managers, financial institutions, and strategic partners.
- Negotiate investment terms and evaluate investment partners to ensure alignment with strategic goals.
- Provide strategic business advice based on financial analysis, market trends, and valuation models.
- Conduct feasibility studies for new business ventures and expansion plans.
Lead Financial Analyst - Investment Strategy
Posted 5 days ago
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Primary Responsibilities:
- Develop and implement sophisticated financial models to forecast revenue, expenses, and profitability, providing critical insights into business performance.
- Conduct comprehensive market research and competitive analysis to identify investment opportunities and potential risks.
- Analyze financial data to assess the performance of existing investments and recommend strategic adjustments.
- Prepare detailed financial reports, presentations, and dashboards for senior management and executive leadership.
- Collaborate with various departments to gather financial information and ensure the accuracy of reporting.
- Evaluate merger and acquisition opportunities, performing due diligence and financial valuation.
- Provide guidance and mentorship to junior financial analysts, fostering their professional development.
- Monitor key financial metrics and KPIs, identifying trends and areas for improvement.
- Contribute to the development of annual budgets and long-term financial plans.
- Ensure compliance with all relevant financial regulations and reporting standards.
- Master's degree in Finance, Economics, Accounting, or a related field.
- Minimum of 8 years of progressive experience in financial analysis, investment banking, corporate finance, or a similar role.
- Demonstrated expertise in financial modeling, valuation techniques, and statistical analysis.
- Proficiency in financial software and ERP systems (e.g., SAP, Oracle, Bloomberg Terminal).
- Exceptional analytical, problem-solving, and strategic thinking skills.
- Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Proven leadership capabilities and experience mentoring junior team members.
- Strong understanding of capital markets and investment strategies.
- Ability to work effectively in a hybrid work environment, balancing remote and in-office responsibilities.
- CFA designation is a plus.
VP - Territory Investment Strategy
Posted today
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Global Sales Strategy & Operations (GSSO) is the team that helps shape Gartner's mission-critical sales priorities and works with sales leaders to drive tactical and analytical insights. As an associate on the GSSO team, you'll be at the forefront of the ongoing transformation of Gartner's sales force, which delivers approximately $5B in annual revenue and working to drive sustained double-digit growth. You will partner with business leaders across Gartner to support a global sales force comprised of more than 5,500 associates who sell to every major function, industry and market sector around the world.
About the role:
This leadership position sits within Territory Planning & Analytics (TP&A) function in the GSSO business unit. The TP&A team is focused on designing the optimal territory investment, design and alignment strategy to maximize sales productivity of our sales and service associates. As a sales-driven organization, Gartner invests more than $1.5 billion annually in our world-class salesforce, making it essential to optimize where and how these resources are deployed to drive sustained revenue growth.
The VP – Territory Investment Strategy is a high-impact, high-visibility role, pivotal in shaping the design of sales territories, guiding expansion decisions, and determining the optimal mix of BDs, AEs, and sales leaders to drive revenue growth. The strategies and insights delivered by this leader will directly influence Gartner’s sales investment priorities and future growth trajectory. Success in this role requires exceptional sales strategy expertise, strong financial acumen, and a proven ability to lead cross-functional teams in a dynamic, results-oriented environment.
What you will do:
Territory Investment Strategy
Develop and maintain deep expertise in NPV and Marginal NPV models to ensure precision in investment recommendations for all regions and sales roles.
Lead monthly execution and review of investment models. Validate recommendations with clear business rationale and communicate insights to drive executive decision-making.
Identify opportunities to enhance calculation methodologies and spearhead automation initiatives to reduce operational risk and error.
Design and implement automated dashboards to visualize ROI of backfills, territory consolidations, and growth investments.
Define and monitor KPIs to evaluate the effectiveness and impact of territory investment strategies.
Territory Optimization & Sizing
Determine the optimal size and structure of Account Executive (AE) and Business Development (BD) territories, with the goal of maximizing sales productivity, revenue growth, and balanced workload distribution.
Use advanced financial and statistical models, leveraging data science techniques as needed, to select and prioritize the key variables and performance metrics that drive territory sizing decisions, ensuring alignment with Gartner’s go-to-market strategies and organizational objectives.
Apply business acumen and strategic insight to iteratively improve outcomes and continuously reassess and refine territory sizing models by incorporating feedback, analysing performance data, and adapting to evolving market conditions and business priorities.
Leadership and Cross-functional partnership
Lead a lean team of 2 senior managers to drive this important territory investment workstream
Ensure that the team presents regular reports and executive updates on the effectiveness and ROI of sales investments, using data-driven insights to guide strategic decisions.
Drive a culture of innovation, continuous improvement, and high performance within the territory strategy team.
Mentor and develop team members, including data scientists and analysts, to ensure delivery of best-in-class analytical support and professional growth.
Collaborate with various teams to communicate, simplify, and drive adoption of territory sizing recommendations across the sales organization, ensuring clarity, buy-in, and accurate implementation of optimized territory structures.
Work with internal TPA partners and sales leaders as needed to share progress, drive execution and demonstrate regular iterative improvements every quarter.
Ensure regular feedback is incorporated into the various decision models and updates are shared with various stakeholders.
What you will need:
12+ years of leadership experience with focus on sales strategy, investment strategy, financial modelling, analytics or consulting.
Experience collaborating with and leading teams in a high-performance culture.
Exceptional analytical skills, including proficiency with Microsoft Excel, relational databases, as well as familiarity with predictive modelling, statistics, and statistical tools.
Strong written and verbal communications.
Demonstrated ability to form trust-based relationships with both senior leaders and internal partners.
Ability to learn quickly, breakdown and quickly understand complex business processes, and comfort working with ambiguity.
Ability to multi-task and prioritize workload based on business impact in a fast-paced environment.
What you will get :
Competitive salary, generous paid time off policy and more!
India: Group Medical Insurance, Parental Leave, Employee Assistance Program (EAP)
Collaborative, team-oriented culture that embraces diversity
Professional development and unlimited growth opportunities
#GSSO #LI-AS14
Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective insight, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we’ve grown to more than 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast, virtually untapped market potential ahead of us, providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.
Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at or by sending an email to .
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Senior Associate - Investment Strategy & Research
Posted today
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State Street - Investment Strategy & Research – Senior Associate
State Street Investment Management, one of the world’s largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. Investment Strategy & Research is the investment team of State Street Investment Management that conducts multi-asset class research, complex portfolio analytics and develops customized solutions to portfolio requirements for institutional clients globally.
Responsibilities:
Qualifications:
An ideal candidate would preferably bring 4–6 years of experience in investment research, macroeconomic analysis, or portfolio analytics, ideally within an institutional asset management or advisory environment, and demonstrate the following:
Location: Bangalore, India.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Senior Quantitative Analyst, Investment Strategy (Remote)
Posted 5 days ago
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Key Responsibilities:
- Develop, test, and implement quantitative investment strategies and trading algorithms.
- Conduct rigorous statistical and econometric analysis of financial markets and data.
- Build and maintain sophisticated financial models for asset pricing, risk management, and portfolio optimization.
- Analyze large datasets using advanced programming languages (e.g., Python, R) and statistical software.
- Collaborate with portfolio managers and traders to translate research into practical applications.
- Develop and monitor risk management frameworks and methodologies.
- Communicate complex quantitative findings clearly and concisely to diverse audiences.
- Stay current with the latest research in quantitative finance, machine learning, and data science.
- Contribute to the intellectual capital and technical advancements of the team.
- Master's or Ph.D. in a quantitative field (Finance, Mathematics, Statistics, Physics, Computer Science, or related).
- Minimum of 5 years of experience in quantitative analysis, algorithmic trading, or investment strategy development.
- Advanced proficiency in programming languages such as Python or R.
- Strong understanding of statistical modeling, machine learning, and financial econometrics.
- Experience with financial databases and market data analysis.
- Excellent analytical, problem-solving, and critical thinking skills.
- Proven ability to work independently and effectively in a remote team environment.
- Strong written and verbal communication skills.
Senior Real Estate Analyst - Investment Strategy
Posted 10 days ago
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Job Description
Key Responsibilities:
- Conduct comprehensive market research and feasibility studies for potential real estate investments across various property types (commercial, residential, industrial).
- Develop detailed financial models, including DCF analysis, IRR calculations, and sensitivity analysis, to evaluate investment viability.
- Analyze market trends, economic indicators, and demographic data to identify emerging opportunities and risks.
- Prepare investment memorandums, presentations, and reports for senior management and investment committees.
- Assist in due diligence processes, including property inspections, legal reviews, and financial statement analysis.
- Monitor existing investments, track performance metrics, and provide recommendations for asset management strategies.
- Collaborate with internal teams, brokers, lenders, and legal counsel to facilitate transactions.
- Stay updated on industry best practices, regulatory changes, and emerging technologies in real estate finance.
- Assist in sourcing new deals and building relationships with property owners and brokers.
- Contribute to the overall strategic planning and decision-making for the real estate portfolio.
- Bachelor's degree in Finance, Economics, Real Estate, or a related field. A Master's degree or CFA designation is a plus.
- Minimum of 4-6 years of experience in real estate investment analysis, financial modeling, or a related field.
- Proficiency in financial modeling software and advanced Excel skills.
- Strong understanding of real estate valuation methods and investment principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to present complex information clearly.
- Ability to work independently and manage multiple projects simultaneously.
- Experience with market research databases (e.g., CoStar, REIS) is advantageous.
- Strong attention to detail and a commitment to accuracy.
Senior Real Estate Analyst - Remote Investment Strategy
Posted 4 days ago
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Job Description
Responsibilities:
- Perform comprehensive market analysis, including supply and demand dynamics, economic trends, and competitive landscapes.
- Develop sophisticated financial models to assess the viability of real estate investment opportunities (e.g., DCF, ROI, IRR analysis).
- Conduct due diligence on potential acquisitions, including site visits (where feasible and safe), property evaluations, and legal reviews.
- Prepare detailed investment memos and presentations for senior management and stakeholders.
- Monitor real estate market performance and identify emerging trends and opportunities.
- Collaborate effectively with internal teams (e.g., acquisitions, development, finance) and external partners (e.g., brokers, lenders) in a remote setting.
- Track and report on key performance indicators (KPIs) for the real estate portfolio.
- Assist in the negotiation process for acquisitions and dispositions.
- Stay current with real estate regulations, market intelligence, and best practices.
- Contribute to the development and refinement of the company's real estate investment strategy.
- Bachelor's degree in Finance, Economics, Real Estate, or a related field. A Master's degree or MBA is a plus.
- Minimum of 5-7 years of experience in real estate analysis, investment, or development.
- Strong proficiency in financial modeling and valuation techniques.
- Expertise in Excel, ARGUS Enterprise, or similar real estate analysis software.
- Excellent research, analytical, and critical thinking skills.
- Proven ability to interpret complex market data and translate it into strategic recommendations.
- Exceptional written and verbal communication skills, essential for remote collaboration.
- Ability to work independently and manage multiple projects concurrently in a fully remote environment.
- Proactive and detail-oriented approach to work.
- A solid understanding of real estate market dynamics across various asset classes.
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IN-Senior Associate_ Investment strategy _CPI_ Advisory _Mumbai
Posted today
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Description
& Summary: A career within Capital Projects and Infrastructure (CP&I) to support the investment advisory services.Responsibilities:
Ø Support teams in delivering the projects Ø Continuously expand on knowledge of the Indian business environment and work with colleagues in all Indian offices on client work and internal initiatives as well as with international teams where needed Ø Help in conducting location assessment for manufacturing plants or city selection for suitable place of business for the new investment in India Ø Support in developing recommendations for clients for incentive strategy, investment strategy or entry strategy Ø Analyze regional economic trends, market trends, policy changes and regulatory developments to assess the impact on investments Ø Participate in mentorship and knowledge sharing activities within the team, providing support to junior team members and contributing to their professional development (only applicable to Senior Associate) Ø Participate in the development and presentation of proposals for business development activities
Mandatory skill sets:
· Growth strategy · Investment strategy · Financial analysis · Presentation
Preferred skill sets:
· Data Center sector Knowledge · Industrial infrastructure sector knowledge
Years of experience required:
1 – 8 years
Education qualification:
MBA
Education
Degrees/Field of Study required: Master of Business AdministrationDegrees/Field of Study preferred:Certifications
Required Skills
Consulting ServicesOptional Skills
Accepting Feedback, Accepting Feedback, Active Listening, Agile Methodology, Analytical Thinking, Business Case Development, Business Process Improvement, Change Control Processes, Communication, Costing, Creativity, Embracing Change, Emotional Regulation, Empathy, Inclusion, Intellectual Curiosity, IT Project Lifecycle, Kanban (Project Management), Learning Agility, Optimism, Plan of Action and Milestones (POA&M), Process Mapping, Process Standardization, Program Management, Project Budgeting {+ 23 more}Desired Languages
Travel Requirements
Not SpecifiedAvailable for Work Visa Sponsorship?
NoGovernment Clearance Required?
NoJob Posting End Date
Financial Strategy Analyst
Posted today
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Job Description
LotusFlare is a provider of cloud-native SaaS products based in the heart of Silicon Valley.
Founded by the team that helped Facebook reach over one billion users, LotusFlare was founded to make affordable mobile communications available to everyone on Earth.
Today, LotusFlare focuses on designing, building, and continuously evolving a digital commerce and monetization platform that delivers valuable outcomes for enterprises.
Our platform, Digital Network Operator® (DNO™) Cloud, is licensed to telecommunications services providers and supports millions of customers globally.
LotusFlare has also designed and built the leading eSIM travel product - Nomad.
Nomad provides global travelers with high-speed, affordable data connectivity in over 190 countries.
Nomad is available as an iOS or Android app or via getnomad.app.
Description: A Finance Strategy Analyst plays a critical role in helping organizations make data-driven financial decisions by analyzing market trends, business performance, and investment opportunities.
This role blends financial expertise with strategic thinking to drive growth, optimize costs, and improve profitability.
Responsibilities: Financial Analysis & Modeling Develop financial models to evaluate business performance, investment opportunities, and cost-saving initiatives.
Conduct scenario and sensitivity analysis to assess risks and opportunities.
Strategic Planning & Decision Support Assist in long-term financial planning (FP&A), budgeting, and forecasting.
Provide insights on mergers & acquisitions (M&A), market expansion, and capital allocation.
Market & Competitive Intelligence Analyze industry trends, competitor performance, and macroeconomic factors.
Identify growth opportunities and potential threats to the business.
Performance Metrics & KPIs Track financial KPIs (e.g., ROI, EBITDA, NPV, IRR) and operational metrics.
Prepare dashboards and reports for senior management.
Cross-Functional Collaboration Work with finance, operations, and executive teams to align financial strategy with business goals.
Support business units with cost optimization and revenue enhancement strategies.
Investment & Capital Strategy Evaluate capital structure, debt vs.
equity financing, and shareholder value creation.
Assess potential investments (e.g., new projects, partnerships, acquisitions) Requirements: Education: Bachelor’s in Finance, Economics, Business, or related field (MBA/CFA preferred).
Advanced Excel, financial modeling, and valuation techniques (DCF, LBO, Comps).
Data analytics (Power BI, Tableau, SQL, Python/R is a plus).
ERP systems (SAP, Oracle) and financial planning tools.
Strong analytical and problem-solving abilities.
Excellent communication for presenting insights to stakeholders.
Ability to work in fast-paced, dynamic environments.
Experience in the telecom domain or working in a product-based company Exposure to international accounting practices and tools.
Paid lunch (In the office) Yearly bonus About: At LotusFlare, we attract and keep amazing people by offering two key things: Purposeful Work: Every team member sees how their efforts make a tangible, positive difference for our customers and partners.
Growth Opportunities: We provide the chance to develop professionally while mastering cutting-edge practices in cloud-native enterprise software.
From the beginning, our mission has been to simplify technology to create better experiences for customers.
Using an “experience down” approach, which prioritizes the customer's journey at every stage of development, our Digital Network Operator™ Cloud empowers communication service providers to achieve valuable business outcomes.
DNO Cloud enables communication service providers to innovate freely, reduce operational costs, monetize network assets, engage customers on all digital channels, drive customer acquisition, and increase retention.
With headquarters in Santa Clara, California, and five major offices worldwide, LotusFlare serves Deutsche Telekom, T-Mobile, A1, Globe Telecom, Liberty Latin America, Singtel, and other leading enterprises around the world.
Website: LinkedIn: Instagram: Twitter: LotusFlare Contacts: Powered by JazzHR
Financial Strategy Analyst
Posted today
Job Viewed
Job Description
Responsibilities
:Financial Analysis & Modeling
Develop financial models to evaluate business performance, investment opportunities, and cost-saving initiatives.
Conduct scenario and sensitivity analysis to assess risks and opportunities.
Strategic Planning & Decision Support
Assist in long-term financial planning (FP&A), budgeting, and forecasting.
Provide insights on mergers & acquisitions (M&A), market expansion, and capital allocation.
Market & Competitive Intelligence
Analyze industry trends, competitor performance, and macroeconomic factors.
Identify growth opportunities and potential threats to the business.
Performance Metrics & KPIs
Track financial KPIs (e.g., ROI, EBITDA, NPV, IRR) and operational metrics.
Prepare dashboards and reports for senior management.
Cross-Functional Collaboration
Work with finance, operations, and executive teams to align financial strategy with business goals.
Support business units with cost optimization and revenue enhancement strategies.
Investment & Capital Strategy
Evaluate capital structure, debt vs. equity financing, and shareholder value creation.
Assess potential investments (e.g., new projects, partnerships, acquisitions)
Requirements:
Advanced Excel, financial modeling, and valuation techniques (DCF, LBO, Comps).
Data analytics (Power BI, Tableau, SQL, Python/R is a plus).
ERP systems (SAP, Oracle) and financial planning tools.
Strong analytical and problem-solving abilities.
Excellent communication for presenting insights to stakeholders.
Ability to work in fast-paced, dynamic environments.Experience in the telecom domain or working in a product-based company
Exposure to international accounting practices and tools.
Benefits:
About:
At LotusFlare, we attract and keep amazing people by offering two key things:
From the beginning, our mission has been to simplify technology to create better experiences for customers. Using an “experience down” approach, which prioritizes the customer's journey at every stage of development, our Digital Network Operator™ Cloud empowers communication service providers to achieve valuable business outcomes. DNO Cloud enables communication service providers to innovate freely, reduce operational costs, monetize network assets, engage customers on all digital channels, drive customer acquisition, and increase retention.
With headquarters in Santa Clara, California, and five major offices worldwide, LotusFlare serves Deutsche Telekom, T-Mobile, A1, Globe Telecom, Liberty Latin America, Singtel, and other leading enterprises around the world.