Equity Advisor / Investment Counsellor

Location
Mumbai, Konkan (IN)
Salary
CA or pursuing CFA or MBA from Tier I institute
Posted
04 Jul 2022
Closes
03 Aug 2022
Industry Sector
Brokerage
Employment Type
Full Time
Education
Masters

About us

Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth, is a subsidiary of Spark Capital Advisors (India) Limited. We extend the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency - to help Affluent Families, Business Owners / Promoters, Family Offices, New Age Entrepreneurs and CXOs to navigate a world full of opportunities and risks.

We offer products and services designed to help them seamlessly create, preserve, and transition their wealth across their generations. Our offerings are backed with a robust Investment Policy Framework which is backed by best-in-class research and superior execution to pick future winners well ahead of our competition.

 

Position Details

Responsibilities:

  • Advise clients on their equity portfolio and structuring / restructuring as required.
  • Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap.
  • Contribute towards investment committee ideas and prepare research reports.
  • Coordinate with research team for advice/review of portfolio for top customers on regular basis.
  • Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients.

Qualification:

        CA or pursuing CFA or MBA from Tier I institute

Requirements:

  • Minimum experience of 8-10 years in Equity Advisory with HNI / UHNI Client Segment.
  • Excellent advisory knowledge across Indian Equity Markets and Sectors.
  • Excellent spoken and written communication skills in English Language.
  • Passionate about equity markets and updated with global economic trends affecting client portfolio.
  • Should be well versed with equity markets and trading strategies.
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