Mumbai Maharashtra Wealth advisor Jobs – 88 Open Jobs Today

Investment Analyst - Parametric
Morgan Stanley —Mumbai, Maharashtra
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Analysis skills
Financial Analyst, Portfolio Valuation and Fund Advisory – Structured Products
Houlihan Lokey —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Finance
- Master's degree
Asset & Wealth Management, Private Credit Investing, Associate, Mumbai
Goldman Sachs —Mumbai, Maharashtra
- Finance
- Master's degree
- Bachelor's degree
- Health insurance
Investment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM
TATA Capital —Mumbai, Maharashtra
- Full-time
- Finance
- Master's degree
- Business Administration
Wealth Manager
Team HR —Goregaon, Mumbai, Maharashtra
- ₹3,00,000 - ₹5,00,000 a year
- Full-time
- In-person
- Communication skills
- Banking
- Health insurance
Quick apply
11h
Associate - SaT - CHS - SaT - TCF - M&A Advisory - Mumbai
EY —Mumbai, Maharashtra
- Master's degree
- Business development
- Agile
13d
Financial Advisor
Smart Financial Planners —Lower Parel, Mumbai, Maharashtra
- ₹2,00,000 - ₹5,00,000 a year
- Full-time
- Sales
- Bachelor's degree
- In-person
- Paid sick time
Quick apply
RSK-Credit Risk
Nomura —Mumbai, Maharashtra
- Data analysis skills
- Finance
- Master's degree
Portfolio Manager
New Berry Capitals Private Limited —Mumbai, Maharashtra
- From ₹55,000 a month
- Full-time
- Sales
- Finance
- Master's degree
Quick apply
Business Analyst – Customer Onboarding, Compliance & Surveillance Systems
Barclays —Mumbai, Maharashtra
- SQL
- Banking
10d
Data Operations_Associate_Parametric
Morgan Stanley —Mumbai, Maharashtra
- Full-time
- Hybrid work
- Microsoft Office
- Finance
- Master's degree
Private Banking Sales Business Intelligence Analyst
JPMorganChase —Mumbai, Maharashtra
- Full-time
- Master's degree
- SQL
- Analysis skills
2h
Equity Advisor
Motilal Oswal Wealth Management —Mumbai District, Maharashtra
- Full-time
- Math
- Bachelor's degree
- Financial services
Quick apply
Control Manager Associate
JPMorganChase —Mumbai, Maharashtra
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10h
Specialized Risk Analyst - AWM
JPMorganChase —Mumbai, Maharashtra
- Full-time
- B.Sc
- Microsoft Office
- Finance
Senior Wealth Manager
Promore —Kandivali, Mumbai, Maharashtra
- ₹4,50,000 - ₹5,50,000 a year
- Full-time
- Math
- Financial services
- In-person
- Cell phone reimbursement
Quick apply
Advisor
BHARATHR —Mumbai, Maharashtra
- ₹6,00,000 - ₹10,00,000 a year
- Full-time
- Math
- Financial services
- In-person
- Health insurance
Quick apply
7d
Analyst - Institutional Investment Solutions - Program Support
JPMorganChase —Mumbai, Maharashtra
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
3d
Head Investment Solutions - Executive Director - Wealth Management - Mumbai
Morgan Stanley —Mumbai, Maharashtra
- Full-time
- Master's degree
- Analysis skills
- Continuous improvement
Paraplanner and Client Associate
Blue Ocean Financial Services Pvt Ltd —Chembur, Mumbai, Maharashtra
- ₹3,00,000 - ₹6,00,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- In-person
- Paid time off
- Flexible schedule
Quick apply

I want to receive the latest job alerts for wealth advisor in mumbai maharashtra

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth advisor jobs near mumbai maharashtra

Business Intelligence Analyst jobs in Mumbai, Maharashtra

Investment Analyst jobs in Mumbai, Maharashtra

Quality Control Associate jobs in Mumbai, Maharashtra

Risk Analyst jobs in Mumbai, Maharashtra

Business Analyst jobs in Mumbai, Maharashtra

Financial Analyst jobs in Mumbai, Maharashtra

Product Design Lead jobs in Mumbai, Maharashtra

Financial Advisor jobs in Lower Parel, Mumbai, Maharashtra

Operations Associate jobs in Mumbai, Maharashtra

Wealth Management Director jobs in Mumbai, Maharashtra

Hr Manager jobs in Surat, Gujarat

Society Manager jobs in Mumbai, Maharashtra

Wealth Manager jobs in Mumbai, Maharashtra

Wealth Manager jobs in Ahmedabad, Gujarat

Product Marketing Manager jobs in Bengaluru, Karnataka

Wealth Manager jobs in Hyderabad, Telangana

Wealth Manager jobs in Rajasthan

Walkin Interview, Associate Data Engineer jobs in Bengaluru, Karnataka

Customer Service Associate jobs in Hyderabad, Telangana

Clinical Research Associate jobs in Chennai, Tamil Nadu

Investment Analyst - Parametric

Morgan Stanley -
Mumbai, Maharashtra

Apply Now

Job details

Full-time

Qualifications

Microsoft Excel
Research
Analysis skills
Bachelor's degree
Recruiting
Organisational skills
Chartered Financial Analyst
Communication skills

Full job description

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM
The Investment Strategy team creates and delivers powerful stories for external and internal clients and turns investment research into real-world portfolios for investors. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. We meet with clients and prospects, present at events, and write papers.

ABOUT THE ROLE
This opportunity for an early career professional includes classroom training covering multiple topics, interactive instruction, supplementary study, and the opportunity to exchange ideas and learn from your peers. After progressing through the three distinct phases of the training, Analysts will have gained foundational knowledge of investments and come with a strong understanding of Parametric's culture.

PRIMARY RESPONSIBILITIES

Generate data sets and materials that support the ongoing management of Parametric investment strategies
Provide analysis and assist in creating responses for prospects, clients and internal stakeholders
Utilize proprietary optimization software to construct hypothetical equity index portfolios that fit the unique goals of prospective clients
Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
Develop a specialized knowledge of all relevant Parametric products
Undertake additional professional development such as pursuit of a graduate degree and/or CFA
Assume other responsibilities as required

JOB QUALIFICATIONS

SKILL SET

Required Experience: 3+ years

Skill set: Early career professional with interest in investment profession

Primary Skills

Bachelors degree
3+ years of related experience
Demonstrated ability to solve problems using logic, creativity, and enthusiasm
Willingness and excitement to learn and apply quantitative investment management techniques
Strong analytical writing ability and demonstrated research capabilities
High attention to detail and sense of urgency
Initiative and demonstrated ability to work in an inclusive and collaborative team environment
Excellent communication and organizational skills and ability to handle a heavy, deadline-oriented workload
Familiarity with or willingness to learn Excel, coding languages, and other analytical tools

Good to Have Skills

CFA or progress towards a CFA, and/or another credential relevant to investment management or finance is a plus
Familiarity with investment science and modern portfolio theory

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

wealth advisor jobs in mumbai maharashtra

Investment Analyst - Parametric

Financial Analyst, Portfolio Valuation and Fund Advisory – Structured Products

Asset & Wealth Management, Private Credit Investing, Associate, Mumbai

Investment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM

Wealth Manager

Associate - SaT - CHS - SaT - TCF - M&A Advisory - Mumbai

Financial Advisor

RSK-Credit Risk

Portfolio Manager

Business Analyst – Customer Onboarding, Compliance & Surveillance Systems

Data Operations_Associate_Parametric

Private Banking Sales Business Intelligence Analyst

Equity Advisor

Control Manager Associate

Specialized Risk Analyst - AWM

Senior Wealth Manager

Advisor

Analyst - Institutional Investment Solutions - Program Support

Head Investment Solutions - Executive Director - Wealth Management - Mumbai

Paraplanner and Client Associate

I want to receive the latest job alerts for wealth advisor in mumbai maharashtra

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected