Investment Advisor
- Employer
- USP Securities Pvt ltd
- Location
- Mumbai, Konkan (IN)
- Salary
- .
- Closing date
- Mar 31, 2019
View more
- Job Function
- Brokerage, Equities Research: Sell Side, Wealth Management
- Industry Sector
- Brokerage, Private Wealth Management Firm
- Certifications
- Passed CFA Level II
- Employment Type
- Internship
- Education
- Bachelors
Job Details
Qualification & Experience • CA/MBA/CFA with 1-3 years of experience in wealth management, investment advisory, stock broking.
Purpose of Job
• Investments: 50% of time
• New Business: 30% of time
• Operations: 20% of time
Essential Skills & Experience
• Strong analytical skills
• Good written and oral communication skills (should be able to articulate outcome of analyses, calls etc.)
• Good accounting and financial management background
• Proficiency in MS Office (Excel and Power point)
• Ability to ensure timely completion of tasks
Key Roles/Responsibilities
• Research & analysis of companies for investments: Collect & analyse financial data using online and offline data sources such as annual reports, analyst reports and public databases
• Track quarterly/yearly results, attend investors call, read & summarise company presentation
• Track all key development with respect to companies in portfolio & their sectors: deep-diving into underlying industry dynamics and operating metrics
• Prepare presentation for clients: on investment thesis, investment ideas, updates etc.
• Coordination with new / potential clients for enrollment, for their investments, with main broker (Motilal Oswal) for client’s investments or other queries
Company
- Start up in financial services sector engaged in wealth management, investment advisory, fund (equity) raising for start-ups / SME’s and virtual CFO services.
- In wealth management & investment advisory company is focused on client base with investment size of minimum Rs. 5 lac+
- In fund raising company is currently managing mandate of start up in education technology & learning analytics spaces. Strong pipe lines of other equity raising projects as team expands company plans to take more formal mandates.
- Founders are CA with 15+ years of experience in corporate finance, M&A and investments
- Telephone
- 8108393026
- Location
-
C - 1215, One BKC,
Bandra Kurla Complex,
Bandra East,
Mumbai
Maharashtra
400051
IN
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