41 Wealth Management jobs in Ahmedabad
Wealth Management Intern
Posted today
Job Viewed
Job Description
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 Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.
About the Internship:
As a Wealth Manager, 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 wealth management 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. Wealth Management & 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
Wealth Management Intern
Posted today
Job Viewed
Job Description
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 Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.
About the Internship:
As a Wealth Manager, 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 wealth management 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. Wealth Management & 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
Wealth management intern
Posted today
Job Viewed
Job Description
Wealth Management Intern
Posted 1 day ago
Job Viewed
Job Description
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 Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.
About the Internship:
As a Wealth Manager, 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 wealth management 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. Wealth Management & 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
Wealth Management Intern
Posted 1 day ago
Job Viewed
Job Description
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 Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.
About the Internship:
As a Wealth Manager, 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 wealth management 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. Wealth Management & 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
Wealth Management Operations Lead
Posted today
Job Viewed
Job Description
We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.
Qualifications : Graduate
Experience: 3-5 years experience in operations.
Roles and Responsibilities :
- Handling Mutual Funds division and end to end operations of MF trade processing.
- MF corporate action process like dividend Pay-out /dividend reinvestment issue to clients by coordinating with RTA/AMC.
- Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
- Coordination with RTA/ Other Vendors.
- Smooth Branch coordination - to ensure minimal complaints and quick resolution.
- Handling various day to day transaction activities.
- Processing of Applications for new Accounts.
- Support to RM’s regarding transactions, Portal, and Funds reconciliation.
- Administrative support for all data entry on daily basis with MS Excel.
- Reconciliation of brokerage with co-ordination with AMC / RTA.
- Processing all service requests and follow up for updating of demographic changes.
- Processing of Non-MF Transactions.
Senior Financial Advisor - Wealth Management
Posted 2 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients.
- Provide expert advice on investment strategies, retirement planning, and risk management.
- Analyze clients' financial situations and recommend suitable financial products.
- Build and maintain strong, long-term relationships with clients.
- Conduct regular reviews of client portfolios and adjust strategies as needed.
- Stay abreast of market trends, economic conditions, and regulatory changes.
- Ensure compliance with all industry regulations and company policies.
- Identify opportunities for new client acquisition and business development.
- Collaborate with internal specialists (e.g., estate planners, tax advisors) to provide holistic solutions.
- Maintain accurate client records and documentation.
- Educate clients on financial concepts and investment strategies.
- Achieve individual and team sales and service targets.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum 5 years of experience in financial advisory, wealth management, or a related role.
- Relevant certifications such as CFP (Certified Financial Planner), CFA, or NISM certifications are highly preferred.
- Proven track record of managing a client portfolio and achieving financial goals.
- In-depth knowledge of financial markets, investment vehicles, and financial planning tools.
- Excellent communication, presentation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ethical conduct and commitment to a fiduciary standard.
- Ability to work independently and collaboratively in a hybrid work environment.
- Proficiency in financial planning software and CRM systems.
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Financial Planning Leader
Posted today
Job Viewed
Job Description
As a Senior Manager, Financial Planning, you will play a key role in delivering financial insights, analysis, and reporting to support strategic decision-making and growth.
You will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders.
- Develop and maintain financial models, conduct scenario and variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
- Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
- Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
- Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.
- Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
- Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.
- Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
- Support the due diligence process for investors, working across teams to collate and prepare responses.
- Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance-related matters.
- Communicate with internal stakeholders on matters related to budgeting, forecasting, and financial planning.
The ideal candidate will have:
- A CA or CPA qualification.
- A finance degree or equivalent degree in Statistics or a related field.
- Minimum of 3-5 years relevant experience in financial management, budgeting, planning, and analysis.
- Advanced Microsoft Excel skills.
- Business Intelligence experience (desirable).
- Experience working in a distributed team in a regional or global context, within a complex industry.
Senior Manager, Financial Planning
Posted today
Job Viewed
Job Description
Senior Manager, Financial Planning & Analysis (FP&A)
POSITION REPORTS TO: Chief Finance Officer (CFO)
EMPLOYMENT BASIS: Full-time
LOCATION: Remote (AEST time zone)
TIME COMMITMENT: 5 days per week
Role Description
ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC's patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.
The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC's strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.
The role will support the review and enhancement of ATEC's financial model in order to further ATEC's strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.
Key Responsibilities
Financial Analysis, Modelling and Reporting
- Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
- Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
- Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
- Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
- Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.
Budgeting, Forecasting & Planning
- Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
- Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.
Stakeholder and Investor Management
- Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
- Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
- Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
- Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
- Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.
Process Improvement & Data Management
- Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
- Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
- Support the integration and optimization of financial systems and business intelligence tools.
- Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
- Identify opportunities to streamline processes and improve efficiencies within the finance function.
- Develop business cases for proposed process improvements or system enhancements.
- Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
- Create standardized templates for reporting purposes and ensure consistent data collection across the organization.
Special Projects
- Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion
Other activities as determined by the CFO
QUALIFICATIONS AND EXPERIENCE
- CA or CPA qualification
- Finance degree or equivalent degree in Statistics or a related field
- Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
- Advanced Microsoft Excel skills
- Business Intelligence experience (desirable)
- Experience working in a distributed team in a regional or global context, within a complex industry
Personal Attributes
- Alignment with ATEC's core values of One Team, Continuous Learning & Goal-Orientated
- Enjoy working in a fast paced and distributed startup/scaleup work environment
- Comfortable with rapid iteration
- High attention to detail
- Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
- Resolute in using your skills and experience to make the strongest possible impact in the world
Senior Manager, Financial Planning
Posted today
Job Viewed
Job Description
Senior Manager, Financial Planning & Analysis (FP&A)
POSITION REPORTS TO: Chief Finance Officer (CFO)
EMPLOYMENT BASIS: Full-time
LOCATION: Remote (AEST time zone)
TIME COMMITMENT: 5 days per week
Role Description
ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC's patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.
The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC's strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.
The role will support the review and enhancement of ATEC's financial model in order to further ATEC's strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.
Key Responsibilities
Financial Analysis, Modelling and Reporting
- Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
- Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
- Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
- Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
- Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.
Budgeting, Forecasting & Planning
- Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
- Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.
Stakeholder and Investor Management
- Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
- Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
- Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
- Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
- Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.
Process Improvement & Data Management
- Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
- Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
- Support the integration and optimization of financial systems and business intelligence tools.
- Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
- Identify opportunities to streamline processes and improve efficiencies within the finance function.
- Develop business cases for proposed process improvements or system enhancements.
- Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
- Create standardized templates for reporting purposes and ensure consistent data collection across the organization.
Special Projects
- Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion
Other activities as determined by the CFO
QUALIFICATIONS AND EXPERIENCE
- CA or CPA qualification
- Finance degree or equivalent degree in Statistics or a related field
- Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
- Advanced Microsoft Excel skills
- Business Intelligence experience (desirable)
- Experience working in a distributed team in a regional or global context, within a complex industry
Personal Attributes
- Alignment with ATEC's core values of One Team, Continuous Learning & Goal-Orientated
- Enjoy working in a fast paced and distributed startup/scaleup work environment
- Comfortable with rapid iteration
- High attention to detail
- Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
- Resolute in using your skills and experience to make the strongest possible impact in the world