Spark Capital - Portfolio Counsellor/Investment Counsellor - Equities

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.

https://www.sparkadvisors.in/about-us

Role and Responsibilities:

- Be the subject matter expert on Equity Investing

- Review & advise clients on their equity portfolio and structuring / restructuring as required based on inhouse research or PMS recommendations for NDPMS clients

- Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap

- Contribute towards investment committee ideas

- Coordinate with research team for advice/review of portfolio for top customers on regular basis.

- Target clientele - Family Offices, Super HNIs and High Frequency Traders

- Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients

Person Specifications:

- Educational Qualification: CA or CFA/pursuing CFA or MBA from Tier I institute

- Minimum experience of 5-10 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