Referso Jobs

A good-faith, reasonable estimate of the base salary range for this position is $100,000 to $150,000, depending on factors including experience, investment expertise, demonstrated client relationship capabilities, education, professional designations, and other qualifications.

Associate, Equity Sales

AFFIN Group · Posted Jan 30, 2026

Open

Johor Bahru, Johor, Malaysia
Associate
0+ years

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Responsible for market analysis, client relationship management, and compliance within equity sales.

Responsibilities

Conduct market analysis and research
Keep clients updated with market information
Collaborate with equity sales and research teams
Liaise with research department for in-depth market analysis
Write morning market recap

Requirements

Bachelor's Degree in finance, business, or related field

Skills

Equity markets Financial instruments Investment strategies Market analysis Client relationship management Compliance

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Equities Portfolio Analyst I

Ameriprise Financial Services, LLC · Posted Nov 6, 2026

Open

New York, New York, United States
Hybrid
Full-time
$115K–$140K per year
2–5 years

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Supports a Direct Indexing team managing quant-oriented tax efficient SMA strategies, overseeing proposals, rebalancing accounts, and improving operational efficiencies.

Compensation

The estimated base salary for this role is $115,000- $140,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.

Responsibilities

Oversee and manage proposals sent to clients demonstrating tax and risk impacts of transitioning their portfolio(s) to a Tax Efficient strategy.
Troubleshoot issues and pursue supplemental analysis, when needed.
Explain results to internal partners, when needed.
Pursue operational efficiencies by designing and coordinating with software engineers to improve or build new tools related to portfolio management, account onboarding and servicing or business development processes.
Support Portfolio Managers in rebalancing accounts and respond to client requests such as cash additions, cash raises and gifting.

Requirements

Bachelor’s degree
Nice to have: AI generative AI

Skills

Microsoft VBA python

Area Sales Head - Distribution (Alternate Asset)

Jainam Broking Limited · Posted Nov 6, 2026

Open

Noida, Uttar Pradesh, India
8–12 years

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Lead sales and business development of Portfolio Management Services (PMS) offerings to high net worth individuals and institutional clients.

Responsibilities

Drive PMS sales by acquiring new HNI, UHNI, family office, and institutional clients
Generate and convert business opportunities through referrals, networking, and market intelligence
Achieve assigned AUM, revenue, and client acquisition targets
Develop and execute strategic sales plans to grow the PMS business
Identify cross-selling opportunities across wealth management, mutual funds, AIFs, bonds, and other investment products

Requirements

Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or related field
MBA/PGDM in Finance, Marketing, Wealth Management, or equivalent preferred
NISM certifications relevant to capital markets and wealth management preferred
Nice to have: NISM certifications
Nice to have: experience in stock broking

Skills

Portfolio Management Services (PMS)equity markets investment products wealth management solutions

AMC-Quantitative Researcher -VP

JPMorgan Chase & Co. · Posted Nov 5, 2026

Open

Shanghai, China

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Build clean historical datasets, maintain point-in-time data, run backtests and statistical checks, automate monthly signal production, develop HMM, regime-switching and reinforcement learning models, and build dashboards to track data quality and strategy performance.

Responsibilities

Build clean historical datasets
Maintain point-in-time data
Run backtests and statistical checks
Automate monthly signal production
Develop HMM, regime-switching and reinforcement learning models

Requirements

Master’s degree or PhD in machine learning, computer science, statistics or a related quantitative discipline

Skills

Python machine learning libraries quantitative modeling portfolio construction equity markets large complex datasets

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Private Wealth Management - Investment Counsellor

Huatai International Financial Holdings Company Limited · Posted Apr 16, 2026

Open

Hong Kong
5+ years

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Serve as an expert on equity markets and multi-asset solutions; translate complex market insights into actionable investment themes and high-conviction trading ideas.

Responsibilities

Design and review tailored investment proposals, with a specific focus on direct equity positioning, thematic baskets, and equity-linked structured products.
Lead investment discussions in client meetings and pitch rehearsals, demonstrating professional authority to win mandates and deepen client trust.
Conduct regular training sessions for the front office on equity fundamental analysis, market trends, and new product launches.
Ensure strict adherence to sales conduct guidelines.
Maintain and enhance investment professionalism.

Requirements

Bachelor’s degree in Business Management
Bachelor’s degree in Banking
Bachelor’s degree in Finance

Skills

equity markets multi-asset solutions direct equity positioning thematic baskets equity-linked structured products

Global Head (m/f/d), Index Management – Equity Rebalance

Solactive AG · Posted Nov 4, 2026

Open

Frankfurt, Bavaria, Germany +2 more
Hybrid
Manager
15+ years

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Lead the Equity Rebalance group, a pivotal function at the heart of Index Management, managing a global team of 20 professionals across Frankfurt, Hong Kong, and Toronto offices.

Locations (3)

Frankfurt, Bavaria, Germany
Hong Kong, Hong Kong
Toronto, Canada

Responsibilities

Lead and develop a global team, fostering accountability, collaboration, client focus, and continuous improvement.
Ensure clear responsibilities, effective coverage, and strong collaboration across regions and time zones.
Define and execute the long-term vision and operating model for the Equity Rebalance team.
Drive the shift to standardized, scalable, and technology-enabled selection workflows.
Balance transformation initiatives with operational excellence, risk management, and client-service expectations.

(Senior) Vice President (m/f/d), Index Management – Equity Rebalance

Solactive AG · Posted Nov 4, 2026

Open

Toronto, Ontario, Canada
Hybrid
Full-time · Vp
7+ years

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Resourceful self-starter with a quantitative academic background and professional experience in equity markets, derivatives, or index maintenance to manage a broad portfolio of indexing business.

Responsibilities

Manage a broad portfolio of indexing business, ensuring quality, risk management, operational stability, and timely delivery across all rebalancing cycles.
Serve as a senior trusted partner to institutional clients, strengthening relationships, identifying growth opportunities, and creating long-term value.
Provide support and guidance for complex rebalances, market events, and high-impact client situations, exercising sound judgment under pressure.
Own the execution of systematic, rules-based index selections for both Solactive and client indices.
Drive the ongoing evolution and enhancement of investment models and selection methodologies.

Requirements

Finance
Financial Engineering
Financial Mathematics
Economics
Nice to have: VBA

Skills

investment management asset management portfolio management trading

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