Global Equities Investment Specialist
1 month ago
About Athena Investment Advisers:
A leading financial services firm, Athena Investment Advisers provides Multi-Family Office, Wealth Management and Financial Advisory services to clients in India and the UK. Prominent professionals with extensive experience in Investment Management and Financial Services have promoted this renowned firm.
Athena advises ultra high net worth individuals and family offices on their investment matters in a fiduciary capacity, utilizing its proprietary investment management framework. The company's mission is to establish itself as a reliable investment advisory partner by adhering to a disciplined and research-driven approach.
We value trust, relationship management, and a client-first approach, aiming to deliver superior risk-adjusted returns to our clients. We seek to expand our team by adding dedicated individuals who can learn and grow with us in the long term.
About the role
Title: Global Equities Investment Specialist
Location: Mumbai
The ideal candidate should possess the following qualifications:
- Chartered Accountant / CFA / MBA from a reputable university
- No less than 6-8 years of experience in investment research
- Highly motivated and self-driven, with the ability to work independently
- Excellent written and spoken communication skills, as well as interpersonal skills
- Ability to build or improve the asset allocation framework of the firm
- Critical evaluation of investment opportunities and portfolio holdings, with recommendations for portfolio actions
- Ability to review investment products and write product review notes
- Good understanding of market cycles, investment risk management, and valuation methodologies
This role involves:
- Identifying investible opportunities in Global Equities markets, aligned with the Firm's Investment Philosophy
- Monitoring market trends and managing the asset allocation model
- Leading efforts to produce blogs, newsletters, and podcasts on behalf of the firm
- Writing investment research notes and financial analysis on investee companies/funds/instruments, including the watchlist
- Maintaining financial models for equities to be tracked and regularly tracking performance
- Periodic portfolio and performance reporting to clients
- Effective coordination with internal and external stakeholders
This position offers a flat reporting structure, providing ample opportunity for self-drive and ownership of responsibilities. You will enjoy significant freedom in handling your tasks.
Estimated Salary Range: ₹15,00,000 - ₹30,00,000 per annum
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