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HR Consultant at COE Solution
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Assistant Manager/Manager - Equity Advisor - BFS (3-5 yrs)
Location : Mumbai
Department : Brokerage
Role : Equity Advisor
Designation : Assistant Manager/ Manager
Reporting to : Vice President
Role Description :
- Sharing investment ideas and portfolio recommendations with HNI clients
- Maintain MIS of existing clients and portfolio analysis of new clients
- Maintain model portfolio and monitor special situation trades
- Order executions, monitoring and reporting to clients
- Market and stock updates, portfolio reviews, and rebalancing
- Data requests, providing research reports, working on derivatives strategies, arranging and attending analyst calls and IPO meetings
Role Requirements :
- Educational Qualification - Post Graduate, MBA Finance, CA, CFA
- 3 years of work experience
- Specific Working Knowledge Required - Financial Analysis, Market & Trading Knowledge, Data Analysis, Capable in Excel & PowerPoint, Portfolio management, Accounting
2-Step Verification - Action Required
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