Senior Manager

Equirus Capital Pvt. Ltd.; Mumbai; On-site; INR 3,000,000 - 7,000,000; Full time

Job summary

A leading mid-market investment bank is seeking a professional in Wealth Management to institutionalize advisory frameworks and conduct in-depth product diligence. The ideal candidate will possess 6-12 years of relevant experience and strong communication skills. The role involves preparing presentations for clients and engaging with various stakeholders. Competitive salary offered, with a focus on equal opportunity.

Qualifications

• 6-12 years of experience in Wealth management/Asset management/Research Macro Analysis domain.
• CA/CFA Charter holder/MBA from a reputed Institute / University
• Location: Mumbai, India

Responsibilities

• Institutionalizing the Advisory framework.
• Conducting in-depth diligence across investment products.
• Preparing Pitch books/periodical review presentations for clients.
• Portfolio reviews and client engagements along with the advisory teams to communicate investment positioning and group views.
• Preparing Pitch books/periodical review presentations for new/existing clients.
• Work closely with product manufacturers globally to ensure best in class product availability for our clients.
• Interact with various stakeholders and part of the core team, at a group level.

Skills

Wealth management

Macro analysis

Client engagement

Effective communication

Education

CA/CFA Charter holder/MBA from a reputed institute

CFA

MBA

Job description

Mumbai Career Level: Refer to Job Description for experience details. Education: CA Full time 2 weeks ago

Salary: Negotiable Positions: 1 No. of Application: 0

Job Views: 2

Overview

AboutEquirus

About Equirus Wealth

Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office.

Equirus Wealth is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. We specialize in Wealth Management, Mutual Funds, Primary and Secondary Debt, Real Estate, Market Linked Debentures, Alternate Investment Funds, Tax Advisory, Estate Planning, Offshore Products, Unlisted Securities, Portfolio Management Services, Investment Advisory and Family Office.

Equirus family office Pvt Ltd - is a premier multi-family office set up with a > 15-year vintage and track record. Clients in 6 + countries, 30 + different cities, near 50-member strong team with an average work experience of > 12 years.

Position / Role Title

Roles and Responsibilities :

• Institutionalizing the Advisory framework - identifying global macro trends and impact thereof on financial markets and client portfolios.
• Assimilate and disseminate house views on economy, markets, and investment products to the team. Work closely with the investment committee.
• Conducting in-depth diligence across the entire spectrum of investment products.
• Portfolio reviews and client engagements along with the advisory teams to communicate investment positioning and group views.
• Preparing Pitch books/periodical review presentations for new/existing clients.
• Work closely with product manufacturers globally to ensure best in class product availability for our clients.
• Interact with various stakeholders and part of the core team, at a group level.
• Ability to operate with minimal direct supervision.
• Lucid and succinct communication – Internal and external.
• Follows a visionary style of leadership with ability to innovate and curate ideas from start to finish.

We take pride in being an equal opportunity employer. All employment is decided based on merit, need of the business, qualifications, and desired skill set.

Location Mumbai

Role Requirements

• 6-12 years of experience in Wealth management/Asset management/Research Macro Analysis domain.
• CA/CFA Charter holder/MBA from a reputed Institute / University