Investment Sales and Advisory Professional

RequirementsTo succeed as a Business Analyst at PDG, you should have:Chartered Accountant or MBA qualification2 years or more relevant investment analyst experience in Corporate Finance, Private Equity, Real Estate, Advisory, Infrastructure, or Big 4Fundamental understanding of economics, markets, financial statements, accounting, and valuation...

Position Title : Sr Manager / AVP Function: Advisory Location: Mumbai Qualifications: CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools) Work Experience (highlight) : 5-7 years in Advisory role with Wealth Management firms Core Purpose of the Role : ...

Roles & Responsibilities: Investment Professional (Advisory) · Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs · Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models · Understand various investments options...

Roles & Responsibilities: Investment Professional (Advisory) · Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs · Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models · Understand various investments options...

Job SummaryWe are seeking an experienced Advisory Operation Team Member to join our team at Kotak Alternate Asset Managers Limited. In this role, you will be responsible for ensuring seamless transaction execution for our wealth customers, while providing excellent customer service and support.Key ResponsibilitiesYour key responsibilities will...

Fund Fundamental Research: Conduct in-depth research on companies, industries, and economic trends to identify potential investment opportunities.- Stock Idea Generation: Generate and evaluate stock ideas for the advisory platform.- Investment Thesis Development: Develop and articulate clear and compelling investment theses to clients.- Portfolio...

Real Estate Advisory ServicesJones Lang LaSalle provides a comprehensive range of real estate advisory services to clients across the globe. Our experts help clients navigate the complex world of commercial real estate, providing expert advice and guidance to drive business success.Job Summary:We are seeking an experienced Real Estate Advisory Professional...

Job OverviewNuvama Private seeks a talented Strategic Portfolio Manager - Investment Advisory to join our team. This role involves working closely with clients, advising on investment strategies, conducting market analysis, and providing portfolio management support.

About Our ClientOur client is a leading Global Investment Bank that provides top-notch advisory and financing services to clients worldwide.We deliver tailored advice and solutions that cater to our clients' unique needs, building long-term relationships based on trust and expertise.Job DescriptionAssist in covering clients and originating transactions...

About PKF Consulting Service LLPPKF Consulting Service LLP is an independent networking firm and a member of PKF International, a top 15 global accounting and business advisory services firm. Our diverse team comprises experienced professionals from various walks of life, providing local expertise in accounting and business advisory services across the...

Role Description:We are seeking a Sales Representative to join our team at Equentis Wealth Advisory Services Private Limited. As a key member of our sales team, you will be responsible for identifying and converting high-quality leads into sales opportunities. The ideal candidate will have excellent communication skills, both verbal and written, as well as...

Company Overview:We are Jefferies Financial Group Inc., a U.S.-headquartered global full service, integrated investment banking and securities firm.Job Description:As an Analyst in our FIG, FinTech and Real Estate Investment Banking team, you will play a critical role in executing transactions and providing financial advisory to clients focused on India.Key...

Job Description:As a Sales Manager at Keiretsu Advisory Services, you will play a critical role in driving sales growth through effective channel partner management. Your primary responsibility will be to identify and connect with existing and potential channel partners in Mumbai and outstation areas.Key Responsibilities:• Develop and maintain strong...

Job Overview:Equentis Wealth Advisory Services Private Limited seeks a skilled Equity Sales Professional to drive revenue growth through disciplined investing in equities. As a key member of our sales team, you will be responsible for planning and executing sales strategies to promote our company's offerings to potential clients.Sales Objectives:The ideal...

About Colliers InternationalWe are a leading professional services and investment management company with operations in 68 countries. Our team of 19,000 professionals works collaboratively to provide expert real estate and investment advice to clients worldwide.Our StrengthsWe deliver compound annual investment returns of approximately 20% for shareholders,...

Job Description – Acquiring clients on investment planning, goal-based financial planning and asset allocation strategies – Preparing reports and presentations for investor awareness and client engagement – Educating potential clients regarding the various services offered by the firm in an offline or online meeting – New client conversions...

About the RoleAs an Equity Dealer at Altruist Fostering Services, you will play a critical role in delivering exceptional investment services to our clients. You will be responsible for executing trades, monitoring portfolios, and providing expert advice to clients. Key qualifications include 2+ years of experience in the capital markets, proficiency in...

We are looking for a highly skilled and experienced Tax Advisory Professional to join our team at COE Solution Consulting LLP. As a Transaction Tax Specialist, you will play a critical role in providing expert advice on transaction structuring, corporate restructuring, and due diligence from an income-tax standpoint.Key Responsibilities:Assistance with...

About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully managed three schemes under category II AIF with an AUM of Approx. 1500 Crore.Job Summary:The compliance manager will be responsible to monitor and execute various statutory...

Role Overview:The Investment Banking Manager will play a critical role in managing and executing complex investment banking transactions, including mergers and acquisitions (M&A), capital raising, and corporate restructuring. You will be responsible for leading teams, managing client relationships, and ensuring the successful execution of projects. This role...