905 Trust Officer jobs in India
Portfolio Management Intern
Posted 4 days ago
Job Viewed
Job Description
Location: Remote / Hybrid (Bangalore preferred)
Organization: PipRaisers
Stipend: Up to ₹30,000 per month
Duration: 2 Months
Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)
About PipRaisers
PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets.
Role Overview
As a Portfolio Management Intern at PipRaisers, you will contribute to developing and monitoring multi-asset portfolios in live trading environments. Working across FX, commodities, and digital assets, you’ll engage in performance analysis, market scanning, and strategy refinement while gaining a hands-on understanding of managing risks and returns in real-time.
Key Responsibilities
1. Track and evaluate portfolio performance across FX (USD, EUR, JPY), commodities (gold, oil), and crypto (BTC, ETH, SOL)
2. Research price trends, economic indicators, and sector sentiment to drive portfolio strategy
3. Assist in the development and testing of systematic or discretionary strategies
4. Monitor live trades and support in generating actionable trade ideas
5. Contribute to daily/weekly rebalancing, stop-loss setups, and position size adjustments
6. Maintain detailed records through dashboards, trade logs, and performance summaries
7. Collaborate with the core team on reviews, backtests, and strategy improvements
Who Should Apply?
1. Students or recent graduates in Finance, Economics, MBA (Finance), Quant, or BBA
2. Interest in global markets with a focus on FX, commodities, and crypto portfolios
3. Sound understanding of asset allocation, diversification, and market instruments
4. Strong analytical mindset with comfort in Excel, TradingView, Binance, or MT4/MT5
5. Curious about high-volatility asset classes and real-time decision making
6. A self-starter who enjoys exploring strategies, managing data, and drawing insights
What You’ll Gain
1. First-hand exposure to building and managing live trading portfolios
2. Understanding of real-time risk management, returns, drawdown metrics, and trade rationale
3. Monthly stipend up to ₹30,000 depending on performance
4. LOR and internship certificate on successful completion
5. PPO opportunity based on performance, innovation, and initiative
6. Access to mentorship, exclusive research tools, and trading war rooms
Application Deadline: 30th of the Month
Start Date: Immediate preferred
Portfolio Management Intern
Posted today
Job Viewed
Job Description
Location: Remote / Hybrid (Bangalore preferred)
Organization: PipRaisers
Stipend: Up to ₹30,000 per month
Duration: 2 Months
Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)
About PipRaisers
PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets.
Role Overview
As a Portfolio Management Intern at PipRaisers, you will contribute to developing and monitoring multi-asset portfolios in live trading environments. Working across FX, commodities, and digital assets, you’ll engage in performance analysis, market scanning, and strategy refinement while gaining a hands-on understanding of managing risks and returns in real-time.
Key Responsibilities
1. Track and evaluate portfolio performance across FX (USD, EUR, JPY), commodities (gold, oil), and crypto (BTC, ETH, SOL)
2. Research price trends, economic indicators, and sector sentiment to drive portfolio strategy
3. Assist in the development and testing of systematic or discretionary strategies
4. Monitor live trades and support in generating actionable trade ideas
5. Contribute to daily/weekly rebalancing, stop-loss setups, and position size adjustments
6. Maintain detailed records through dashboards, trade logs, and performance summaries
7. Collaborate with the core team on reviews, backtests, and strategy improvements
Who Should Apply?
1. Students or recent graduates in Finance, Economics, MBA (Finance), Quant, or BBA
2. Interest in global markets with a focus on FX, commodities, and crypto portfolios
3. Sound understanding of asset allocation, diversification, and market instruments
4. Strong analytical mindset with comfort in Excel, TradingView, Binance, or MT4/MT5
5. Curious about high-volatility asset classes and real-time decision making
6. A self-starter who enjoys exploring strategies, managing data, and drawing insights
What You’ll Gain
1. First-hand exposure to building and managing live trading portfolios
2. Understanding of real-time risk management, returns, drawdown metrics, and trade rationale
3. Monthly stipend up to ₹30,000 depending on performance
4. LOR and internship certificate on successful completion
5. PPO opportunity based on performance, innovation, and initiative
6. Access to mentorship, exclusive research tools, and trading war rooms
Application Deadline: 30th of the Month
Start Date: Immediate preferred
Portfolio management intern
Posted today
Job Viewed
Job Description
Job Title: Portfolio Management Intern Location: Remote / Hybrid (Bangalore preferred) Organization: Pip Raisers Stipend: Up to ₹30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About Pip RaisersPip Raisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets. Role OverviewAs a Portfolio Management Intern at Pip Raisers, you will contribute to developing and monitoring multi-asset portfolios in live trading environments. Working across FX, commodities, and digital assets, you’ll engage in performance analysis, market scanning, and strategy refinement while gaining a hands-on understanding of managing risks and returns in real-time. Key Responsibilities1. Track and evaluate portfolio performance across FX (USD, EUR, JPY), commodities (gold, oil), and crypto (BTC, ETH, SOL)2. Research price trends, economic indicators, and sector sentiment to drive portfolio strategy3. Assist in the development and testing of systematic or discretionary strategies4. Monitor live trades and support in generating actionable trade ideas5. Contribute to daily/weekly rebalancing, stop-loss setups, and position size adjustments6. Maintain detailed records through dashboards, trade logs, and performance summaries7. Collaborate with the core team on reviews, backtests, and strategy improvements Who Should Apply?1. Students or recent graduates in Finance, Economics, MBA (Finance), Quant, or BBA2. Interest in global markets with a focus on FX, commodities, and crypto portfolios3. Sound understanding of asset allocation, diversification, and market instruments4. Strong analytical mindset with comfort in Excel, Trading View, Binance, or MT4/MT55. Curious about high-volatility asset classes and real-time decision making6. A self-starter who enjoys exploring strategies, managing data, and drawing insights What You’ll Gain1. First-hand exposure to building and managing live trading portfolios2. Understanding of real-time risk management, returns, drawdown metrics, and trade rationale3. Monthly stipend up to ₹30,000 depending on performance4. LOR and internship certificate on successful completion5. PPO opportunity based on performance, innovation, and initiative6. Access to mentorship, exclusive research tools, and trading war rooms Application Deadline: 30th of the Month Start Date: Immediate preferred
Portfolio Management Intern
Posted 4 days ago
Job Viewed
Job Description
Location: Remote / Hybrid (Bangalore preferred)
Organization: PipRaisers
Stipend: Up to ₹30,000 per month
Duration: 2 Months
Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)
About PipRaisers
PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets.
Role Overview
As a Portfolio Management Intern at PipRaisers, you will contribute to developing and monitoring multi-asset portfolios in live trading environments. Working across FX, commodities, and digital assets, you’ll engage in performance analysis, market scanning, and strategy refinement while gaining a hands-on understanding of managing risks and returns in real-time.
Key Responsibilities
1. Track and evaluate portfolio performance across FX (USD, EUR, JPY), commodities (gold, oil), and crypto (BTC, ETH, SOL)
2. Research price trends, economic indicators, and sector sentiment to drive portfolio strategy
3. Assist in the development and testing of systematic or discretionary strategies
4. Monitor live trades and support in generating actionable trade ideas
5. Contribute to daily/weekly rebalancing, stop-loss setups, and position size adjustments
6. Maintain detailed records through dashboards, trade logs, and performance summaries
7. Collaborate with the core team on reviews, backtests, and strategy improvements
Who Should Apply?
1. Students or recent graduates in Finance, Economics, MBA (Finance), Quant, or BBA
2. Interest in global markets with a focus on FX, commodities, and crypto portfolios
3. Sound understanding of asset allocation, diversification, and market instruments
4. Strong analytical mindset with comfort in Excel, TradingView, Binance, or MT4/MT5
5. Curious about high-volatility asset classes and real-time decision making
6. A self-starter who enjoys exploring strategies, managing data, and drawing insights
What You’ll Gain
1. First-hand exposure to building and managing live trading portfolios
2. Understanding of real-time risk management, returns, drawdown metrics, and trade rationale
3. Monthly stipend up to ₹30,000 depending on performance
4. LOR and internship certificate on successful completion
5. PPO opportunity based on performance, innovation, and initiative
6. Access to mentorship, exclusive research tools, and trading war rooms
Application Deadline: 30th of the Month
Start Date: Immediate preferred
Analyst - Portfolio Management
Posted today
Job Viewed
Job Description
Key Responsibilities include but are not limited to:
- Product and Investment Knowledge: Become proficient in Client BREDS Business funds and investments
- Portfolio Insights: Source, summarize, and disseminate real-time information across the global portfolio; work in partnership with other BREDS colleagues and teams (Asset Management, Securities Ops, Revantage, Brio)
- Valuation Reporting: Work on ad hoc requests, strategy support, and quarterly reporting of the operating and valuation data of the assets in the alternative funds portfolio to stakeholders
- Investor Reporting: Populate and update investor and insurance SMA reports on periodic basis and assist stakeholders in producing publishing material and supplementals
- Special Projects: Participation in and execution of global ad hoc projects relating to portfolio information, insurance client governance and strategy / positioning of the BREDS business
Essential Skills & Experience:
- Master s degree Major in Finance from a reputed university
- Understanding of Real Estate / Private Equity business
- Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications
- Ability to manage multiple priorities in a fast paced, fluid environment
- Previous background with asset management or portfolio management preferable
- Knowledge of advanced excel is must
- Ability to work in a dynamic environment with proactive approach
- Acute focus on attention to detail, accuracy, and data validation
- Effective communication skills (listening, verbal, and written)
- Excellent interpersonal and teamwork skills
- Sound judgment and discretion
- Ability to contribute towards a good and healthy work environment CFA/CAIA designation a plus
Skills Required
Private Equity, Analytical, Portfolio Management, Variance Analysis, Operations
Portfolio Management Intern
Posted 2 days ago
Job Viewed
Job Description
Location: Remote / Hybrid (Bangalore preferred)
Organization: PipRaisers
Stipend: Up to ₹30,000 per month
Duration: 2 Months
Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)
About PipRaisers
PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets.
Role Overview
As a Portfolio Management Intern at PipRaisers, you will contribute to developing and monitoring multi-asset portfolios in live trading environments. Working across FX, commodities, and digital assets, you’ll engage in performance analysis, market scanning, and strategy refinement while gaining a hands-on understanding of managing risks and returns in real-time.
Key Responsibilities
1. Track and evaluate portfolio performance across FX (USD, EUR, JPY), commodities (gold, oil), and crypto (BTC, ETH, SOL)
2. Research price trends, economic indicators, and sector sentiment to drive portfolio strategy
3. Assist in the development and testing of systematic or discretionary strategies
4. Monitor live trades and support in generating actionable trade ideas
5. Contribute to daily/weekly rebalancing, stop-loss setups, and position size adjustments
6. Maintain detailed records through dashboards, trade logs, and performance summaries
7. Collaborate with the core team on reviews, backtests, and strategy improvements
Who Should Apply?
1. Students or recent graduates in Finance, Economics, MBA (Finance), Quant, or BBA
2. Interest in global markets with a focus on FX, commodities, and crypto portfolios
3. Sound understanding of asset allocation, diversification, and market instruments
4. Strong analytical mindset with comfort in Excel, TradingView, Binance, or MT4/MT5
5. Curious about high-volatility asset classes and real-time decision making
6. A self-starter who enjoys exploring strategies, managing data, and drawing insights
What You’ll Gain
1. First-hand exposure to building and managing live trading portfolios
2. Understanding of real-time risk management, returns, drawdown metrics, and trade rationale
3. Monthly stipend up to ₹30,000 depending on performance
4. LOR and internship certificate on successful completion
5. PPO opportunity based on performance, innovation, and initiative
6. Access to mentorship, exclusive research tools, and trading war rooms
Application Deadline: 30th of the Month
Start Date: Immediate preferred
Sr. Manager, Portfolio Management
Posted today
Job Viewed
Job Description
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.
The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! We are seeking an analytical and delivery-focused Senior Manager of Portfolio Operations & Delivery Health to support the execution of technology strategy across the US insurance division. Reporting to the Senior Director of Portfolio Management, this role will help ensure transparency into portfolio performance, alignment of funding and capacity, and continuous improvement of agile delivery practices.The ideal candidate brings a strong background in financial oversight, agile metrics, and portfolio governance, and can drive alignment between strategic investment decisions and execution outcomes.
Key Responsibilities:
Portfolio Financial Operations & Governance
Monitor portfolio budgets, forecasts, and actuals to ensure financial accountability and transparency.
Partner with Finance and Value Stream Leaders to track value realization and cost-benefit performance.
Partner with Finance and Value Stream Leaders to provide quarterly investment reports, trend analysis, and funding adjustment recommendations.
Support governance cadences and facilitate preparation of review packages and executive updates.
Agile Delivery Metrics & Reporting
Define and maintain portfolio-level delivery metrics (e.g., throughput, cycle time, feature delivery rate).
Drive consistent use of agile metrics across value streams to monitor performance and enable data-driven decision-making.
Consolidate and visualize portfolio performance in dashboards and reports to inform executive and product leadership.
Agile Practice Enablement & Continuous Improvement
Promote disciplined agile practices by partnering with Release Train Engineers (RTEs), Product Managers, and Scrum Masters to ensure consistency and maturity.
Serve as a thought partner in optimizing estimation, backlog hygiene, velocity tracking, and team-level reporting.
Facilitate workshops or retrospectives to reflect on outcomes and identify improvement opportunities.
Cross-Functional Partnership
Collaborate with Portfolio Managers, Product Management, Architecture, and Engineering to align scope, funding, and capacity.
Elevate risks related to delivery delays, budget gaps, or misaligned priorities and propose mitigation strategies.
Act as a liaison between delivery teams and senior leaders to drive transparency, accountability, and executional discipline.
Qualifications:
5-7+ years of experience in portfolio or program management, finance operations, or agile delivery roles.
Strong understanding of Agile, Scrum, and SAFe methodologies; SAFe certification a plus.
Demonstrated experience analyzing and reporting financials, delivery metrics, and performance trends.
Proficiency with tools such as Jira, Jira Align, Azure DevOps, or Planview.
Excellent organizational, facilitation, and communication skills with a strong attention to detail.
Education:
Bachelor’s degree required; master’s degree in business, technology, or related field preferred.
Preferred Attributes:
Experience in the insurance or financial services industry.
Skilled at bridging finance and delivery to drive strategic outcomes.
Able to synthesize large data sets into clear, actionable insights for executives and delivery teams.
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Who we are:
Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We’re all about people | We win together | We strive for better
We enjoy the everyday | We think further
What’s in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.
All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
Are you ready to play your part?
Choose ‘Apply Now’ to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
All legitimate job postings with Markel will be posted on . No other URL should be trusted for job postings.
All legitimate communications with Markel recruiters will come from Markel.com email addresses.
We would also ask that you please report any job employment scams related to Markel to .
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
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Associate, Portfolio Management, Credit
Posted today
Job Viewed
Job Description
Description
Role summary:
We are currently seeking a candidate for the position of Associate within our European Direct Lending Group focusing on Portfolio Management.
Strong analytical and interpersonal skills as well as the ability to work well with limited supervision are of critical importance.
This position presents candidates with a unique opportunity to join a growing group that offers significant exposure to all phases of the Direct Lending process.
The Associate will provide support for monitoring European corporate debt and equity investments, including quarterly valuation and reporting, as well as support Ares ongoing fund raising and investor relationship effort.
Primary responsibilities:
The Associate will provide support for the monitoring of Ares Direct Lending Group European corporate debt and equity investments, including general portfolio management, quarterly valuation and reporting, supporting the potential restructuring of investments with senior investment professionals, as well as supporting ongoing fund raising and existing investor relationship efforts.
Key responsibilities include:
Core responsibility for monitoring corporate debt and equity investments
Providing assistance to deal teams with assigned investments and general portfolio managementincluding quarterly valuation and reporting,
Supporting potential restructuring with detailed Excel financial models including cash flow analysis,and related capital structure re-structuring analysis,
Communicating with portfolio company management
Utilizing firm’s proprietary software tools for company tracking,
Performing and helping manage mark-to-market quarter end valuations and process,
Analyzing portfolio trends and market leverage and price development.
Another key responsibility is supporting Ares ongoing fund raising and existing investor relationship effort.
Maintaining and developing Ares investment track record
Assisting in investors presentations and queries ,
Performing detailed financial and market research and analysis that forms the basis for decisions onnew debt and/or equity investments of the firm,
Additional duties include providing direct support as deemed necessary by senior management.
Experience required :
6 - 9 years of relevant investment banking / fund / advisor experience
General Requirements:
Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, anddynamic environment
Attention to details
Creative problem solver
Good team player
Impeccable integrity and trustworthiness
Advanced MS Excel modelling skills
Advanced MS PowerPoint skills
Reporting Relationships
Partner, CreditThere is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.