Investment Advisory Role

8 hours ago

Mumbai, Maharashtra, India Sashr Consultants Full time

Function: Investment Advisory - Hedge Solutions

Designation: VP/ SVP (Subject to discussions)

Reporting to: CEO

Location: Mumbai

Job Purpose

We are seeking a dynamic and experienced professional to lead and expand its advisory business. This role involves end-to-end strategy ownership, client engagement, trade advisory, and coordination with internal teams and external brokers to deliver superior client experience.

Key Roles & Responsibilities

- Drive advisory business for the client Hedge Solutions platform, focusing on strategy development and client portfolio performance.

- Provide non-binding investment advice to clients and obtain necessary approvals before executing trades through brokers.

- Develop and refine investment strategies aligned with clients' risk profiles and portfolio objectives.

- Interact regularly with investors to discuss strategy, market views, and portfolio performance.

- Collaborate closely with research, operations, and trading teams to ensure efficient implementation of investment ideas.

- Build and scale the advisory vertical by identifying opportunities and enhancing client experience.

- Ensure all activities comply with regulatory standards and internal governance processes.

Additional Skills Required

- Deep understanding of capital markets, equity strategies, and basic derivatives.

- Prior experience in fund advisory, portfolio management, or investment strategy.

- Excellent communication and relationship management skills to engage effectively with HNI/UHNI clients.

- Strong analytical skills with the ability to translate market insights into actionable portfolio advice.

- Entrepreneurial mindset with a proactive approach to growing the business.

- Sound understanding of investor risk profiles and financial goals.

- Familiarity with the derivatives space is desirable.

Minimum Qualification: CA/ CFA

Number of years of experience: 13-17 years

Experience: (Specific to any organization) Fund Advisory, Portfolio Management, Risk Management, Strategy Development

(ref:iimjobs.com)

  • Head - Senior Relationship Manager - Investment Advisory

    2 days ago

    Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers.Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively...

  • Manager - Capital Markets & Investment Banking Advisory

    2 hours ago

    Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Ltd. Location: Belapur, Navi Mumbai Employment Type: On site, Full-time (Monday to Saturday) Experience: 5-6 Years About the Role: We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and...

  • Senior Investment Professional – ECM

    5 days ago

    Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Domain: Equity Capital Markets (Sell-side) at a reputed merchant banking firmBusiness Unit: Asset Management (Buy-side) Role Overview:We are seeking an experienced professional with a strong ECM / Capital Markets background to join our Asset Management team. The ideal candidate will bring deep expertise from sell-side ECM advisory and help us strengthen our...

  • Financial Analyst

    1 week ago

    Navi Mumbai, Maharashtra, India beBeeFinance Full time ₹ 15,00,000 - ₹ 20,00,000

    Investment Advisory Financial Modelling SpecialistAs an Investment Advisory Financial Modelling Specialist, you will play a crucial role in supporting business planning, investment analysis, and strategic decision-making.Develop dynamic financial models to assess feasibility and financial impact of potential business opportunities, including mergers,...

  • Director - Investment Banking ( M&A )

    5 days ago

    Mumbai, Maharashtra, India 4S Advisory Full time US$ 1,50,000 - US$ 2,00,000 per year

    Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted...

  • Financial Planning and Investment Advisory Leader

    1 week ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Wealth Management ExecutiveSummary: A seasoned wealth management professional with 7-12 years of experience in financial planning and investment advisory, looking to leverage their expertise to drive growth and expansion in a dynamic environment.This role offers an exciting opportunity to join a forward-thinking organization dedicated to delivering...

  • AVP - Investment Banking ( Domestic M&A)

    5 days ago

    Mumbai, Maharashtra, India 4S Advisory Full time US$ 1,50,000 - US$ 2,00,000 per year

    Key Responsibilities: Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. Develop and execute business development strategies to expand the firm's presence and services in targeted...

  • Investment Banking

    5 days ago

    Mumbai, Maharashtra, India NAFA Capital Group Full time US$ 15,00,000 - US$ 20,00,000 per year

    New Age Financial Advisory is boutique advisory firm focusing on Investment Banking, Advisory and Strategy.The Investment Banking Division advice and assist Indian and International corporates for M&A, fund raising, strategic advisory, India entry strategy and IPO advisory. We have successfully closed multiple transactions aggregating over $ 2 Bn.Job...

  • Consultant / Senior Consultant - Investment Advisory

    3 days ago

    Navi Mumbai, Maharashtra, India Arcadis Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Position - Consultant / Senior Consultant - Investment Advisory (Part of Business Advisory)Role description:As an Energy Advisory Consultant, you will be part of a team providing advice to investor clients on key transactions involving energy infrastructures (including conventional and renewable energy). An individual who can collaborate, coach, and mentor...

  • Chief Tax Advisory Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeTaxation Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Key Roles and Responsibilities:The successful candidate will be responsible for leading a team of taxation professionals to provide strategic tax planning and advisory services to clients. This includes advising on efficient tax strategies, assisting in providing transaction advisory, and handling cross-border and domestic transactions.Develop and implement...