135 Investment jobs in Ahmedabad

Job Summary:

We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolio. This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.

Key Responsibilities:

• SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
• Trade Execution & Settlement : Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
• Transaction Monitoring : Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
• Portfolio Reconciliation : Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
• Compliance & Reporting : Ensure compliance with internal policies, IPS and SOPs. Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
• Documentation : Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including account opening, KYC, etc. Maintain detailed and accurate records of transactions, processes, and operational procedures, including accounts with various brokers, wealth managers, and international accounts, ensuring compliance with audit requirements.
• Investment Data Management : Maintain and update databases, ensuring all data related to transactions, holdings, and performance is accurately captured and reported.
• Performance Monitoring : Assist in portfolio performance analysis and generate periodic performance reports for internal review.
• Relationship Management : Liaise with third-party service providers, such as custodians, fund administrators, and banks, to ensure operational efficiency.
• Process Improvement : Identify opportunities for improving operational processes and implementing new procedures to enhance efficiency.

Qualifications:

• Education : Bachelor’s degree in Finance, Accounting, Business, or a related field. A Master’s degree or professional qualifications such as CFA/CAIA would be a plus.
• Experience : Minimum 5 years of experience in investment operations, fund administration, or a related field with an Asset Management Company or Wealth Manager or Broker / Dealer.
• Skills :
• Strong analytical, communication and problem-solving skills.
• Proficiency with portfolio management systems, Microsoft Excel, and investment platforms.
• Understanding of financial instruments, market structures, and regulatory environments.
• Excellent attention to detail and organizational skills.
• Ability to work collaboratively in a team environment while managing multiple tasks.

Job Summary:

We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolio. This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.

Key Responsibilities:

• SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
• Trade Execution & Settlement: Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
• Transaction Monitoring: Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
• Portfolio Reconciliation: Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
• Compliance & Reporting: Ensure compliance with internal policies, IPS and SOPs. Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
• Documentation: Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including account opening, KYC, etc. Maintain detailed and accurate records of transactions, processes, and operational procedures, including accounts with various brokers, wealth managers, and international accounts, ensuring compliance with audit requirements.
• Investment Data Management: Maintain and update databases, ensuring all data related to transactions, holdings, and performance is accurately captured and reported.
• Performance Monitoring: Assist in portfolio performance analysis and generate periodic performance reports for internal review.
• Relationship Management: Liaise with third-party service providers, such as custodians, fund administrators, and banks, to ensure operational efficiency.
• Process Improvement: Identify opportunities for improving operational processes and implementing new procedures to enhance efficiency.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Business, or a related field. A Master’s degree or professional qualifications such as CFA/CAIA would be a plus.
• Experience: Minimum 5 years of experience in investment operations, fund administration, or a related field with an Asset Management Company or Wealth Manager or Broker / Dealer.
• Skills:
• Strong analytical, communication and problem-solving skills.
• Proficiency with portfolio management systems, Microsoft Excel, and investment platforms.
• Understanding of financial instruments, market structures, and regulatory environments.
• Excellent attention to detail and organizational skills.
• Ability to work collaboratively in a team environment while managing multiple tasks.

• Advise clients on M&A, capital markets, and strategic financial matters.
• Develop complex financial models for valuation, forecasting, and transaction analysis.
• Conduct market research and industry analysis.
• Prepare pitch books, presentations, and marketing materials.
• Manage client relationships and coordinate transaction processes.
• Analyze financial statements and identify key financial drivers.
• Execute transactions, including due diligence and closing procedures.
• Originate new business opportunities and expand client base.
• Collaborate with internal teams and external advisors.
• Stay informed about market trends and regulatory changes.

• Bachelor's degree in Finance, Economics, or a related quantitative field. MBA or CFA preferred.
• Minimum of 4-6 years of experience in investment banking, corporate finance, or private equity.
• Demonstrated experience in financial modeling, valuation, and transaction execution.
• Proficiency with financial data terminals (e.g., Bloomberg, Refinitiv).
• Excellent analytical, quantitative, and problem-solving skills.
• Strong understanding of corporate finance and capital markets.
• Exceptional written, verbal, and presentation skills.
• Ability to work effectively under pressure and meet tight deadlines.
• Strong negotiation and client management skills.
• High level of integrity and professionalism.

Job Summary:

We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolio. This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.

Key Responsibilities:

• SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
• Trade Execution & Settlement : Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
• Transaction Monitoring : Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
• Portfolio Reconciliation : Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
• Compliance & Reporting : Ensure compliance with internal policies, IPS and SOPs. Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
• Documentation : Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including account opening, KYC, etc. Maintain detailed and accurate records of transactions, processes, and operational procedures, including accounts with various brokers, wealth managers, and international accounts, ensuring compliance with audit requirements.
• Investment Data Management : Maintain and update databases, ensuring all data related to transactions, holdings, and performance is accurately captured and reported.
• Performance Monitoring : Assist in portfolio performance analysis and generate periodic performance reports for internal review.
• Relationship Management : Liaise with third-party service providers, such as custodians, fund administrators, and banks, to ensure operational efficiency.
• Process Improvement : Identify opportunities for improving operational processes and implementing new procedures to enhance efficiency.

Qualifications:

• Education : Bachelor’s degree in Finance, Accounting, Business, or a related field. A Master’s degree or professional qualifications such as CFA/CAIA would be a plus.
• Experience : Minimum 5 years of experience in investment operations, fund administration, or a related field with an Asset Management Company or Wealth Manager or Broker / Dealer.
• Skills :
• Strong analytical, communication and problem-solving skills.
• Proficiency with portfolio management systems, Microsoft Excel, and investment platforms.
• Understanding of financial instruments, market structures, and regulatory environments.
• Excellent attention to detail and organizational skills.
• Ability to work collaboratively in a team environment while managing multiple tasks.

Job description

At TechBiz Global , we are providing recruitment service to our TOP clients from our portfolio. We are currently seeking a Investment Manager to join one of our clients' teams . If you're looking for an exciting opportunity to grow in a innovative environment, this could be the perfect fit for you.

Key Responsibilities

Portfolio Management

• Manage liquid crypto asset positions across multiple exchanges and DeFi protocols

• Execute trading strategies in line with fund objectives and risk parameters

• Monitor portfolio performance, liquidity, and risk exposure on a real-time basis

• Implement hedging strategies and risk management protocols
  

Investment Analysis & Strategy

• Conduct comprehensive analysis of crypto projects, tokenomics, and market dynamics

• Identify and evaluate the best investment opportunities across Layer 2 scaling solutions, DeFi protocols, DEXs, yield farming, DeFAI, SocialFi, and RWA tokenization by assessing technical infrastructure, adoption metrics, TVL growth, token utility, governance mechanisms, and competitive positioning

• Analyze macro and micro trends affecting crypto markets

Risk Management

• Implement and monitor risk management frameworks for liquid positions

• Ensure compliance with fund guidelines and regulatory requirements

• Manage position sizing, stop-loss protocols, and exposure limits

• Conduct stress testing and scenario analysis
  

  Research & Reporting

• Produce detailed investment reports and market analysis

• Utilize on-chain data and analytics tools to inform investment decisions

• Present investment ideas and portfolio updates to senior management

• Maintain comprehensive documentation of investment rationale and performance
  

Operations & Compliance

• Collaborate with the operations team on trade settlement and reconciliation

• Prepare and review NAV statements and ensure accurate portfolio valuation

• Complete monthly compliance reporting and regulatory filings

• Support fundraising activities and investor relations as needed

• Maintain relationships with exchanges, prime brokers, and service providers

• 6–8 years of overall experience in investment management, trading, or financial markets

• Minimum 3 years of experience in crypto fund management, treasury management, or crypto trading

• Proven track record of managing liquid crypto portfolios

• Experience with crypto exchanges, DeFi protocols, and institutional trading platforms

• Background in traditional finance (hedge funds, asset management) is advantageous

At TechBiz Global , we are providing recruitment service to our TOP clients from our portfolio. We are currently seeking a Investment Manager to join one of our clients' teams . If you're looking for an exciting opportunity to grow in a innovative environment, this could be the perfect fit for you.

Key Responsibilities

Portfolio Management

• Manage liquid crypto asset positions across multiple exchanges and DeFi protocols

• Execute trading strategies in line with fund objectives and risk parameters

• Monitor portfolio performance, liquidity, and risk exposure on a real-time basis

• Implement hedging strategies and risk management protocols
  

Investment Analysis & Strategy

• Conduct comprehensive analysis of crypto projects, tokenomics, and market dynamics

• Identify and evaluate the best investment opportunities across Layer 2 scaling solutions, DeFi protocols, DEXs, yield farming, DeFAI, SocialFi, and RWA tokenization by assessing technical infrastructure, adoption metrics, TVL growth, token utility, governance mechanisms, and competitive positioning

• Analyze macro and micro trends affecting crypto markets

Risk Management

• Implement and monitor risk management frameworks for liquid positions

• Ensure compliance with fund guidelines and regulatory requirements

• Manage position sizing, stop-loss protocols, and exposure limits

• Conduct stress testing and scenario analysis
  

  Research & Reporting

• Produce detailed investment reports and market analysis

• Utilize on-chain data and analytics tools to inform investment decisions

• Present investment ideas and portfolio updates to senior management

• Maintain comprehensive documentation of investment rationale and performance
  

Operations & Compliance

• Collaborate with the operations team on trade settlement and reconciliation

• Prepare and review NAV statements and ensure accurate portfolio valuation

• Complete monthly compliance reporting and regulatory filings

• Support fundraising activities and investor relations as needed

• Maintain relationships with exchanges, prime brokers, and service providers

• 6–8 years of overall experience in investment management, trading, or financial markets

• Minimum 3 years of experience in crypto fund management, treasury management, or crypto trading

• Proven track record of managing liquid crypto portfolios

• Experience with crypto exchanges, DeFi protocols, and institutional trading platforms

• Background in traditional finance (hedge funds, asset management) is advantageous

About the Company

ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

About the Role

We are seeking a talented and motivated student intern for Investment Analyst Role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.

About the Internship:

As an Investment Analyst, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to investment advisory simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

1. Investment Advisory & Client Engagement

• Learn about client interaction and investment strategies.
• Assist in preparing pitch books and investment presentations for clients.
• Analyze and present market data insights for portfolio recommendations.
• Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

• Conduct fundamental and technical analysis of equities and alternative investments.
• Understand debt securities and yield to maturity (YTM) calculations.
• Compare investment options such as corporate bonds, NCDs, and mutual funds.

3. Portfolio & Risk Management

• Develop portfolio allocation strategies.
• Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
• Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.

4. Technical & AI-Driven Financial Tools

• Learn about artificial intelligence in portfolio management.
• Work on Virtual Risk Analyser.
• Work on Virtual Portfolio Analyser.

5. Capstone Project

• Prepare an investment proposal for a client, including:
• Portfolio allocation recommendations.
• Long-term macroeconomic outlook.
• Security/fund selection and justification.

What You Will Learn

• Practical exposure to investment advisory, portfolio construction, and risk analysis.
• Hands-on experience of asset allocation using investment advisory tools.
• Strong analytical and financial modelling skills.
• Enhanced presentation and communication skills.
• Knowledge of AI applications in finance.

Who Should Apply?

• Student of fresh graduate from any academic discipline.
• Strong analytical and problem-solving skills.
• Basic knowledge of Microsoft Office.
• Willingness to self-learn and work in a fast-paced environment.

Internship Details

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid

Job Summary:

We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolio. This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.

Key Responsibilities:

• SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
• Trade Execution & Settlement : Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
• Transaction Monitoring : Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
• Portfolio Reconciliation : Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
• Compliance & Reporting : Ensure compliance with internal policies, IPS and SOPs. Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
• Documentation : Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including account opening, KYC, etc. Maintain detailed and accurate records of transactions, processes, and operational procedures, including accounts with various brokers, wealth managers, and international accounts, ensuring compliance with audit requirements.
• Investment Data Management : Maintain and update databases, ensuring all data related to transactions, holdings, and performance is accurately captured and reported.
• Performance Monitoring : Assist in portfolio performance analysis and generate periodic performance reports for internal review.
• Relationship Management : Liaise with third-party service providers, such as custodians, fund administrators, and banks, to ensure operational efficiency.
• Process Improvement : Identify opportunities for improving operational processes and implementing new procedures to enhance efficiency.

Qualifications:

• Education : Bachelor’s degree in Finance, Accounting, Business, or a related field. A Master’s degree or professional qualifications such as CFA/CAIA would be a plus.
• Experience : Minimum 5 years of experience in investment operations, fund administration, or a related field with an Asset Management Company or Wealth Manager or Broker / Dealer.
• Skills :
• Strong analytical, communication and problem-solving skills.
• Proficiency with portfolio management systems, Microsoft Excel, and investment platforms.
• Understanding of financial instruments, market structures, and regulatory environments.
• Excellent attention to detail and organizational skills.
• Ability to work collaboratively in a team environment while managing multiple tasks.