Hedge Fund-Investment Advisor

4 days ago


Mumbai, Maharashtra, India SaShr Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per year

We are hiring for one of the largest full suite Wealth and Investment Company with AUM of upwards of 1 billion USD.

Responsibilities

  • Drive advisory business for 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.
  • 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.

Key requirements

  • Deep understanding of capital markets, equity strategies, and basic derivatives.
  • Prior experience in fund advisory, portfolio management, or investment strategy in the hedge solutions space
  • Excellent communication and relationship management skills to engage effectively with HNI/UHNI clients.


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