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Verified Job Accounting - Finance

Financial Portfolio Management Lead

Mumbai, Maharashtra
Accounting - Finance
#704872
Remote / WFH

Job Description

R
(RECRUITECH SOLUTIONS)


Kotak Bank Process
(RECRUITECH SOLUTIONS) • Thane, Maharashtra • via WorkIndia.in
24 hours ago
₹13K–₹15K a month
Full–time
No Degree Mentioned
Apply on WorkIndia.in
Apply directly on Job Hai
Job description
Salary Range : Rs. 13000 - Rs. 15000 , based on skills, experience, and interview performance

Educational Requirement : 12th Pass

Work Arrangement : Work From Office

Gender Preference : Both male and female can apply

Skills Requirement : No predefined skills necessary

Experience Requirement : Fresher

Location : Thane

Working Hours : 9:30 AM - 6:30 PM Monday to Saturday

Additional Info : ...
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TalBalad


Financial Portfolio Management Lead
TalBalad • Navi Mumbai, Maharashtra • via LinkedIn
12 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Job description
Financial Portfolio Management Lead

● Position: Financial Portfolio Management Lead

● Organization: Reputed and amongst Top ranking university withing all over India.

● Location: Navi Mumbai

● Reports to: [Top management or Chancellor/ President]

Type: Full-time, on-site

Key Responsibilities:

● Strategically manage and grow the group's financial assets/portfolio to fund mission-critical

activities (education excellence, charitable healthcare, research, community outreach).

● Formulate long-term investment policy: Define risk-return profile, asset classes, benchmarks, and

guidelines in consultation with trustees and leadership.

● Lead portfolio optimization: Active monitoring, scenario analysis, hedging (where appropriate),

and transitions to new opportunities while prioritizing capital safety and liquidity for operational

needs.

● Provide strategic insights: Advise on endowment-like corpus building, surplus utilization for

growth projects, and financial resilience amid economic volatility.

● Ensure full regulatory and fiduciary compliance: Internal audits, statutory filings, and alignment

with charitable trust objectives.

● Build partnerships: Engage registered advisors, financial institutions, government bodies, and asset managers for best execution and performance.

● Other responsibilities for growth and management.
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