Investment Advisory Support

 Job Description

Investment Advisory Support

Department

Investment Advisory

 

Location

Bangalore

 

Line Manager

Investment Advisor & CIO - Entrust

 

Job Holder

Investments Advisor

 

Job Purpose Investment Advisors provide qualitative, objective, unbiased investment advisory services to current and prospective clients to facilitate and enable engagement of ENTRUST services.  They provide Advisory support to Business Development and are responsible for coming up with quick and relevant supporting material for client engagements. This role also includes preparation of up-to-date stock/MF/Product recommendations, context/client specific sales collateral and support on sales engagements for closure.

 

 

 

Personality Skills - Energetic, Positive Attitude, Flexible, Goal oriented, Assertive. Behavioral Skills – Team work, taking initiative, problem solving, Analytical Industry specific skills – Strong analytical and investment advisory skills, customer interfacing skills Domain knowledge - Knowledge of Equities, Fixed Income, and capital markets domain Specialist Domain Knowledge – Knowledge of listed securities

 

 

 

Responsibilities and Accountabilities

  • Provide Analytical support towards asset allocation calls made by the Investment Advisory Team and tactical allocation calls. Ability to identify, analyze, validate investment ideas, recommendations backed by high quality research. Work with the Investment Advisor on period review and recommendation presentations. Fully proficient and knowledgeable as an expert in the tools, systems, and procedures required to accomplish the job. Provide investment related technical input to support client development efforts and post conversion client servicing. Document and maintain up-to-date recommendations including a list of which client has been recommended what idea and when, with outcomes. Participate in customer calls and events as necessary to promote ENTRUST services through presentations of Investment Advisory Services. Over time develop the ability to serve as the point person for allocated client family(ies) as applicable and to support with portfolio monitoring Skills in Data management, Excel and Macros

 

 

Skills and Qualifications

 

  • Presentation skills: Knowledge of principles and methods for showing, promoting, and explaining investment advisory services. Domain skills: Specific knowledge of Capital Markets domain (including equities, fixed income, mutual funds), as well as knowledge of global markets & trends in general.  Educational & Proficiency level: Professional with generally a minimum 1-2 years of domain experience, ideally in a capital markets environment. Languages: Required to be fluent in English, good written and verbal communication skills. Relevant for MBA/CA/CFA candidates/Post graduate in Finance and Others

Certifications NISM certifications: NISM Certification as relevant. Over time this role leads to an Investment Advisory role and this certification would be required. Investment Advisors are required to be NCFM certified to acquire ENTRUST specified certification within a limited timeframe (to be agreed with manager) in minimum one stream of Equities, Fixed Income, Derivatives, Mutual Funds

 

A certification is considered valid if the consultant has:

 

1°) successfully passed the certification examination

 

AND

 

2°) successfully cleared as & when the certification period is due to renewal.

 

Key Performance Indicators

  1. Contribute to alpha generation required to be made by the Investment Advisory Team Effective demonstration of ENTRUST investment philosophy that contributes to reaching and exceeding business revenue targets in an optimal time frame. Achieve professional objectives set forth by the Investment Advisory Services Management. Over time get involved in review meetings with clients

Contact : Please email your profiles to Abhishek Gowda at abhishek.g@entrust.co.in

 

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